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 |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
35,376
shares
|
$2.96 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
35,350
shares
|
$2.96 Million
1.12% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
35,072
shares
|
$2.93 Million
0.04% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
35,042
shares
|
$2.93 Million
0.07% of portfolio
|
Q4 2023
Reduced 22.2%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
35,040
shares
|
$2.93 Million
0.17% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
35,005
shares
|
$2.93 Million
0.26% of portfolio
|
Q3 2024
Reduced 13.69%
|
|
|
Anson Funds Management LP
Dallas, TX |
Nov 15, 2024 Q3 2024 |
35,000
shares
|
$2.93 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
34,643
shares
|
$2.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.11%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
34,612
shares
|
$2.89 Million
0.91% of portfolio
|
Q4 2024
Added 199.8%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,220
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2024
Added 87.9%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
34,148
shares
|
$2.85 Million
0.59% of portfolio
|
Q4 2024
Reduced 72.89%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
33,995
shares
|
$2.84 Million
0.63% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
33,960
shares
|
$2.84 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.55%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
33,800
shares
|
$2.83 Million
0.27% of portfolio
|
Q4 2023
Added 35.2%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
33,546
shares
|
$2.8 Million
0.05% of portfolio
|
Q4 2024
Added 230.08%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
33,373
shares
|
$2.79 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
33,312
shares
|
$2.78 Million
1.87% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
33,176
shares
|
$2.77 Million
0.25% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Skylands Capital, LLC
|
Nov 01, 2024 Q3 2024 |
33,100
shares
|
$2.77 Million
0.31% of portfolio
|
Q3 2024
Added 136.43%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
33,077
shares
|
$2.77 Million
0.02% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Nov 04, 2024 Q3 2024 |
32,825
shares
|
$2.74 Million
0.46% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
32,788
shares
|
$2.74 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
32,784
shares
|
$2.74 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
32,626
shares
|
$2.73 Million
0.02% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
32,471
shares
|
$2.71 Million
0.18% of portfolio
|
Q4 2024
Added 1.82%
|