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 |
|---|---|---|---|---|---|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
29,449
shares
|
$2.46 Million
0.06% of portfolio
|
Q2 2024
Added 5.33%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
29,442
shares
|
$2.46 Million
0.68% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
29,275
shares
|
$2.45 Million
1.5% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
29,195
shares
|
$2.44 Million
0.56% of portfolio
|
Q1 2024
Reduced 2.01%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
29,133
shares
|
$2.44 Million
0.66% of portfolio
|
Q2 2024
Added 12.05%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,106
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2024
Added 14.3%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
28,943
shares
|
$2.42 Million
0.11% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,941
shares
|
$2.42 Million
0.03% of portfolio
|
Q3 2024
Reduced 26.94%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
28,797
shares
|
$2.41 Million
0.18% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
28,517
shares
|
$2.38 Million
0.02% of portfolio
|
Q4 2024
Added 32.42%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
28,487
shares
|
$2.38 Million
1.21% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
28,452
shares
|
$2.38 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
28,432
shares
|
$2.38 Million
0.13% of portfolio
|
Q2 2022
Reduced 3.3%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
28,399
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
28,396
shares
|
$2.37 Million
0.76% of portfolio
|
Q3 2024
Reduced 57.08%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
28,340
shares
|
$2.37 Million
1.62% of portfolio
|
Q2 2023
New holding
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
28,239
shares
|
$2.36 Million
0.77% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Martin Capital Advisors, LLP
|
Jan 28, 2025 Q4 2024 |
28,210
shares
|
$2.36 Million
1.34% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
28,140
shares
|
$2.35 Million
0.03% of portfolio
|
Q3 2024
Added 27.59%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
28,130
shares
|
$2.35 Million
1.35% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
28,066
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2024
Added 258.72%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
27,938
shares
|
$2.34 Million
0.37% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
27,882
shares
|
$2.33 Million
0.06% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
27,808
shares
|
$2.32 Million
0.04% of portfolio
|
Q2 2024
Reduced 42.82%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
27,648
shares
|
$2.31 Million
1.29% of portfolio
|
Q4 2024
Added 1.08%
|