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 |
|---|---|---|---|---|---|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
38,096
shares
|
$3.18 Million
0.12% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
38,039
shares
|
$3.18 Million
1.57% of portfolio
|
Q3 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
37,869
shares
|
$3.17 Million
1.29% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
37,736
shares
|
$3.15 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
37,636
shares
|
$3.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 66.3%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
37,510
shares
|
$3.14 Million
0.41% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
37,501
shares
|
$3.14 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
37,468
shares
|
$3.13 Million
0.53% of portfolio
|
Q4 2024
Reduced 38.23%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
37,365
shares
|
$3.12 Million
1.81% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
36,624
shares
|
$3.06 Million
0.15% of portfolio
|
Q3 2024
Reduced 90.89%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
36,615
shares
|
$3.06 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
36,577
shares
|
$3.06 Million
0.44% of portfolio
|
Q3 2024
Reduced 22.88%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
36,543
shares
|
$3.05 Million
1.27% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
36,523
shares
|
$3.05 Million
0.06% of portfolio
|
Q3 2024
Reduced 54.32%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
36,451
shares
|
$3.05 Million
0.64% of portfolio
|
Q3 2024
Reduced 20.24%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
36,365
shares
|
$3.04 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
36,281
shares
|
$3.03 Million
0.03% of portfolio
|
Q3 2024
Added 44.01%
|
|
|
Sciencast Management LP
|
Nov 13, 2024 Q3 2024 |
36,277
shares
|
$3.03 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
36,229
shares
|
$3.03 Million
0.22% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
35,865
shares
|
$3 Million
0.64% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
35,843
shares
|
$3 Million
1.01% of portfolio
|
Q3 2024
Reduced 21.99%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
35,792
shares
|
$2.99 Million
0.2% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
35,734
shares
|
$2.99 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
35,642
shares
|
$2.98 Million
0.01% of portfolio
|
Q3 2024
Added 25.34%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
35,591
shares
|
$2.98 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.32%
|