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 |
|---|---|---|---|---|---|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
45,376
shares
|
$3.79 Million
0.37% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
45,108
shares
|
$3.77 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
45,000
shares
|
$3.76 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
44,804
shares
|
$3.75 Million
0.66% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
44,707
shares
|
$3.74 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
44,687
shares
|
$3.74 Million
1.45% of portfolio
|
Q3 2023
Added 0.31%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
44,230
shares
|
$3.7 Million
0.2% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
44,076
shares
|
$3.68 Million
0.03% of portfolio
|
Q3 2024
Added 12.52%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
44,019
shares
|
$3.68 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
43,970
shares
|
$3.68 Million
2.17% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
43,928
shares
|
$3.67 Million
0.46% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
43,854
shares
|
$3.67 Million
0.09% of portfolio
|
Q3 2022
Added 12.41%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
43,784
shares
|
$3.66 Million
0.08% of portfolio
|
Q3 2024
Added 75.42%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
43,561
shares
|
$3.64 Million
0.33% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
43,338
shares
|
$3.62 Million
0.24% of portfolio
|
Q3 2024
Reduced 22.79%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
43,319
shares
|
$3.62 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
43,280
shares
|
$3.62 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
43,249
shares
|
$3.62 Million
0.94% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
43,066
shares
|
$3.6 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
42,988
shares
|
$3.59 Million
1.12% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
42,945
shares
|
$3.59 Million
0.22% of portfolio
|
Q3 2024
Added 41.02%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
42,821
shares
|
$3.58 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
42,343
shares
|
$3.54 Million
0.45% of portfolio
|
Q3 2024
Added 32.56%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
42,309
shares
|
$3.54 Million
2.61% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Nov 04, 2024 Q3 2024 |
42,300
shares
|
$3.54 Million
1.94% of portfolio
|
Q3 2024
Reduced 1.23%
|