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 |
|---|---|---|---|---|---|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
22,500
shares
|
$1.88 Million
0.07% of portfolio
|
Q2 2023
Reduced 58.33%
|
|
|
Chapman Investment Management, LLC
|
Oct 28, 2024 Q3 2024 |
22,324
shares
|
$1.87 Million
1.12% of portfolio
|
Q3 2024
Reduced 49.77%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
22,133
shares
|
$1.85 Million
0.1% of portfolio
|
Q4 2024
Reduced 22.39%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
21,890
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
21,869
shares
|
$1.83 Million
0.03% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
21,864
shares
|
$1.83 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
Nov 07, 2024 Q3 2024 |
21,846
shares
|
$1.83 Million
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
21,843
shares
|
$1.83 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
21,737
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
21,477
shares
|
$1.8 Million
1.6% of portfolio
|
Q4 2021
New holding
|
|
|
Riverpark Capital Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
21,476
shares
|
$1.8 Million
2.54% of portfolio
|
Q3 2024
Reduced 19.67%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
21,352
shares
|
$1.79 Million
0.06% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
21,336
shares
|
$1.78 Million
0.29% of portfolio
|
Q4 2024
Added 28.51%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
21,294
shares
|
$1.78 Million
0.42% of portfolio
|
Q4 2022
Reduced 4.01%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
21,285
shares
|
$1.78 Million
0.03% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Soapstone Management L.P.
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
21,250
shares
|
$1.78 Million
1.14% of portfolio
|
Q2 2024
Reduced 15.0%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
21,200
shares
|
$1.77 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
21,200
shares
|
$1.77 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
21,191
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
21,190
shares
|
$1.77 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.28%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
21,149
shares
|
$1.77 Million
0.13% of portfolio
|
Q4 2024
Added 16.13%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
21,075
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Hedges Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
21,000
shares
|
$1.76 Million
1.07% of portfolio
|
Q3 2023
Added 16.67%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
20,945
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2024
Added 45.91%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
20,815
shares
|
$1.74 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.49%
|