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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
62,649
shares
|
$5.24 Million
0.08% of portfolio
|
Q3 2024
Added 321.03%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
62,051
shares
|
$5.19 Million
0.25% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
61,729
shares
|
$5.16 Million
0.8% of portfolio
|
Q3 2024
Reduced 22.48%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
61,594
shares
|
$5.15 Million
0.1% of portfolio
|
Q3 2024
Added 16.48%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
61,075
shares
|
$5.11 Million
0.03% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
61,019
shares
|
$5.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
60,513
shares
|
$5.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
59,848
shares
|
$5 Million
0.54% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
59,781
shares
|
$5 Million
0.88% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jan 27, 2025 Q4 2024 |
58,798
shares
|
$4.92 Million
3.52% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 16, 2025 Q4 2024 |
58,669
shares
|
$4.9 Million
1.82% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
58,665
shares
|
$4.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
58,542
shares
|
$4.89 Million
0.31% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
58,515
shares
|
$4.89 Million
1.13% of portfolio
|
Q1 2023
Added 7.44%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
58,248
shares
|
$4.87 Million
0.22% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
58,113
shares
|
$4.86 Million
0.49% of portfolio
|
Q4 2024
Added 16.33%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
57,948
shares
|
$4.84 Million
0.1% of portfolio
|
Q4 2022
Reduced 2.84%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
57,726
shares
|
$4.83 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
57,434
shares
|
$4.8 Million
1.66% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
56,630
shares
|
$4.73 Million
2.91% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Harrington Investments, Inc
|
Oct 11, 2024 Q3 2024 |
56,527
shares
|
$4.73 Million
2.03% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
55,708
shares
|
$4.66 Million
0.08% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
55,661
shares
|
$4.65 Million
0.2% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
55,636
shares
|
$4.65 Million
0.39% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
55,523
shares
|
$4.64 Million
0.14% of portfolio
|
Q4 2022
New holding
|