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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
18,061
shares
|
$1.51 Million
0.08% of portfolio
|
Q2 2023
Reduced 0.08%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
18,031
shares
|
$1.51 Million
0.05% of portfolio
|
Q3 2024
Reduced 31.4%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
17,984
shares
|
$1.5 Million
0.52% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
17,977
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2023
Added 1.42%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
17,968
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
17,763
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
17,677
shares
|
$1.48 Million
0.41% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
17,663
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2024
Reduced 69.6%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
17,584
shares
|
$1.47 Million
1.28% of portfolio
|
Q3 2023
Reduced 3.36%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
17,584
shares
|
$1.47 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
17,573
shares
|
$1.47 Million
0.04% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
17,545
shares
|
$1.47 Million
0.83% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
17,521
shares
|
$1.46 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
17,436
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
17,364
shares
|
$1.45 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
17,346
shares
|
$1.45 Million
0.56% of portfolio
|
Q4 2024
Added 16.1%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
17,300
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
17,151
shares
|
$1.43 Million
0.15% of portfolio
|
Q4 2024
Added 13.92%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
17,043
shares
|
$1.42 Million
0.26% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Aug 23, 2024 Q2 2024 |
16,996
shares
|
$1.42 Million
1.02% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
16,963
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Reduced 70.38%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
16,917
shares
|
$1.41 Million
0.91% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
16,830
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2024
Reduced 95.03%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
16,807
shares
|
$1.41 Million
0.81% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
16,697
shares
|
$1.4 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.2%
|