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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
32,434
shares
|
$2.71 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
32,264
shares
|
$2.7 Million
0.05% of portfolio
|
Q3 2024
Added 90.95%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
32,207
shares
|
$2.69 Million
0.05% of portfolio
|
Q3 2024
Added 27.94%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
32,168
shares
|
$2.69 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
31,934
shares
|
$2.67 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
31,867
shares
|
$2.66 Million
0.01% of portfolio
|
Q4 2024
Added 25.73%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
31,657
shares
|
$2.65 Million
0.39% of portfolio
|
Q3 2024
Reduced 12.22%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
31,607
shares
|
$2.64 Million
0.08% of portfolio
|
Q3 2024
Added 15.11%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
31,330
shares
|
$2.62 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
31,275
shares
|
$2.61 Million
0.28% of portfolio
|
Q3 2024
Added 30.18%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
31,036
shares
|
$2.59 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
Nov 08, 2024 Q3 2024 |
30,786
shares
|
$2.57 Million
1.16% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Jan 28, 2025 Q4 2024 |
30,730
shares
|
$2.57 Million
1.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
30,609
shares
|
$2.56 Million
1.79% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
30,606
shares
|
$2.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 37.06%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
30,228
shares
|
$2.53 Million
0.05% of portfolio
|
Q3 2024
Added 20.13%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
30,198
shares
|
$2.52 Million
0.1% of portfolio
|
Q3 2024
Added 40.67%
|
|
|
Mount Vernon Associates Inc
|
Jan 14, 2025 Q4 2024 |
30,100
shares
|
$2.52 Million
1.74% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 07, 2024 Q3 2024 |
30,050
shares
|
$2.51 Million
1.26% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
29,895
shares
|
$2.5 Million
0.02% of portfolio
|
Q3 2024
Added 14.02%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
29,860
shares
|
$2.5 Million
0.46% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
29,854
shares
|
$2.5 Million
0.03% of portfolio
|
Q4 2023
Added 1.9%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
29,845
shares
|
$2.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
29,824
shares
|
$2.49 Million
1.59% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
29,573
shares
|
$2.47 Million
0.39% of portfolio
|
Q3 2024
New holding
|