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 |
|---|---|---|---|---|---|
|
William Allan, LLC
|
Jan 28, 2025 Q4 2024 |
49,936
shares
|
$4.17 Million
2.36% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
49,551
shares
|
$4.14 Million
2.17% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
49,513
shares
|
$4.14 Million
0.21% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
49,364
shares
|
$4.13 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
49,348
shares
|
$4.13 Million
0.13% of portfolio
|
Q3 2024
Reduced 23.75%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
49,224
shares
|
$4.12 Million
0.08% of portfolio
|
Q3 2024
Added 13.37%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
49,073
shares
|
$4.1 Million
0.06% of portfolio
|
Q4 2024
Added 114.84%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
49,046
shares
|
$4.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
48,926
shares
|
$4.09 Million
0.4% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
48,800
shares
|
$4.08 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
48,623
shares
|
$4.06 Million
0.19% of portfolio
|
Q3 2024
Added 55.12%
|
|
|
Sam Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
48,213
shares
|
$4.03 Million
1.16% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
47,991
shares
|
$4.01 Million
0.32% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
47,941
shares
|
$4.01 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
47,896
shares
|
$4 Million
0.13% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
47,348
shares
|
$3.96 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
47,264
shares
|
$3.95 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
46,967
shares
|
$3.93 Million
0.63% of portfolio
|
Q3 2024
Reduced 44.06%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
46,828
shares
|
$3.91 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Harfst & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
46,483
shares
|
$3.89 Million
0.68% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
46,396
shares
|
$3.88 Million
1.92% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
46,301
shares
|
$3.87 Million
0.13% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
46,255
shares
|
$3.87 Million
1.12% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
45,714
shares
|
$3.82 Million
0.39% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
45,556
shares
|
$3.81 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.37%
|