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 |
|---|---|---|---|---|---|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
20,769
shares
|
$1.74 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
20,730
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
20,728
shares
|
$1.73 Million
0.09% of portfolio
|
Q3 2024
Added 125.52%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
20,696
shares
|
$1.73 Million
0.56% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
20,682
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
20,677
shares
|
$1.73 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
20,637
shares
|
$1.73 Million
0.4% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
20,486
shares
|
$1.71 Million
0.4% of portfolio
|
Q3 2024
Added 51.97%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
20,288
shares
|
$1.7 Million
0.17% of portfolio
|
Q3 2024
Reduced 34.89%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
20,279
shares
|
$1.7 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
20,256
shares
|
$1.69 Million
0.03% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
20,155
shares
|
$1.68 Million
0.12% of portfolio
|
Q3 2024
Added 30.22%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
20,150
shares
|
$1.68 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,117
shares
|
$1.68 Million
0.01% of portfolio
|
Q4 2022
Reduced 7.99%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,086
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
20,078
shares
|
$1.68 Million
0.47% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
20,077
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2024
Reduced 41.88%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
20,056
shares
|
$1.68 Million
0.37% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Greenhaven Associates Inc
|
Jan 17, 2025 Q4 2024 |
20,000
shares
|
$1.67 Million
0.03% of portfolio
|
Q1 2022
Reduced 11.11%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
19,986
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
19,901
shares
|
$1.66 Million
0.39% of portfolio
|
Q3 2022
Reduced 1.28%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
19,870
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2024
Reduced 16.61%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
19,672
shares
|
$1.64 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
19,541
shares
|
$1.63 Million
1.05% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
19,470
shares
|
$1.63 Million
0.21% of portfolio
|
Q4 2024
Reduced 20.66%
|