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 |
|---|---|---|---|---|---|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
15,250
shares
|
$1.27 Million
0.37% of portfolio
|
Q2 2024
Added 522.45%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
15,202
shares
|
$1.27 Million
0.06% of portfolio
|
Q4 2024
Added 19.28%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
15,133
shares
|
$1.27 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
15,131
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
15,065
shares
|
$1.26 Million
0.37% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
15,002
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fosun International LTD
|
Nov 14, 2024 Q3 2024 |
14,981
shares
|
$1.25 Million
0.92% of portfolio
|
Q3 2024
Reduced 29.09%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
14,900
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
14,888
shares
|
$1.24 Million
0.53% of portfolio
|
Q4 2024
Reduced 30.08%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,876
shares
|
$1.24 Million
0.23% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
14,765
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
14,756
shares
|
$1.23 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
14,644
shares
|
$1.22 Million
0.51% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
14,626
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
14,568
shares
|
$1.22 Million
0.06% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
Nov 14, 2024 Q3 2024 |
14,484
shares
|
$1.21 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
14,415
shares
|
$1.21 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
14,381
shares
|
$1.2 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
14,372
shares
|
$1.2 Million
0.45% of portfolio
|
Q4 2024
Reduced 37.08%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
14,371
shares
|
$1.2 Million
0.43% of portfolio
|
Q3 2024
Reduced 33.32%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
14,348
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2023
Reduced 0.82%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
14,233
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
14,201
shares
|
$1.19 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
14,187
shares
|
$1.19 Million
0.23% of portfolio
|
Q3 2024
New holding
|