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 |
|---|---|---|---|---|---|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
16,675
shares
|
$1.39 Million
0.39% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
16,575
shares
|
$1.39 Million
0.37% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
16,541
shares
|
$1.38 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
16,472
shares
|
$1.38 Million
0.15% of portfolio
|
Q3 2024
Reduced 47.9%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
16,461
shares
|
$1.38 Million
0.24% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
16,394
shares
|
$1.37 Million
0.32% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
16,346
shares
|
$1.37 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
16,225
shares
|
$1.36 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
16,155
shares
|
$1.35 Million
0.19% of portfolio
|
Q3 2024
Added 88.44%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
16,037
shares
|
$1.34 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
15,927
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
15,915
shares
|
$1.33 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
15,869
shares
|
$1.33 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
15,864
shares
|
$1.33 Million
0.16% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,853
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2024
Added 13.63%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,718
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
15,696
shares
|
$1.31 Million
0.1% of portfolio
|
Q3 2024
Added 15.35%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
15,594
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
15,584
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
15,537
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 197.87%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
15,529
shares
|
$1.3 Million
0.03% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
15,468
shares
|
$1.29 Million
0.2% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
15,392
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 96.1%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
15,346
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2024
Added 888.79%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
15,268
shares
|
$1.28 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.7%
|