Institutional Ownership Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW). We have compiled data on the 2,108 institutions that hold shares in the stock, with a total of 1.44 Billion shares, which have been reported (via 13F filing form) to have a value of $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
69,931
shares
|
$5.85 Million
3.01% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
69,464
shares
|
$5.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 57.34%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
69,281
shares
|
$5.79 Million
0.53% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
69,247
shares
|
$5.79 Million
0.76% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
68,946
shares
|
$5.76 Million
0.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
67,889
shares
|
$5.68 Million
0.05% of portfolio
|
Q3 2024
Added 45.96%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
67,424
shares
|
$5.64 Million
0.13% of portfolio
|
Q3 2024
Added 25.74%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
67,307
shares
|
$5.63 Million
1.23% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
67,003
shares
|
$5.6 Million
0.87% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
66,957
shares
|
$5.6 Million
0.07% of portfolio
|
Q3 2024
Added 454.51%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
66,916
shares
|
$5.59 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
66,355
shares
|
$5.55 Million
0.18% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
66,093
shares
|
$5.53 Million
0.75% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
65,631
shares
|
$5.49 Million
2.2% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
65,471
shares
|
$5.47 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
65,159
shares
|
$5.45 Million
0.23% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
64,505
shares
|
$5.39 Million
1.59% of portfolio
|
Q3 2023
Added 4.03%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
64,421
shares
|
$5.39 Million
1.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
64,255
shares
|
$5.37 Million
2.05% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
63,931
shares
|
$5.34 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
63,900
shares
|
$5.34 Million
2.64% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
63,616
shares
|
$5.32 Million
0.02% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
63,464
shares
|
$5.31 Million
0.38% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
62,917
shares
|
$5.26 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
62,877
shares
|
$5.26 Million
1.79% of portfolio
|
Q3 2024
Added 20.12%
|