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 |
|---|---|---|---|---|---|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
14,143
shares
|
$1.18 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
14,117
shares
|
$1.18 Million
0.21% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
14,069
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2024
Reduced 21.8%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
14,009
shares
|
$1.17 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
13,951
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.15%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
13,950
shares
|
$1.17 Million
0.13% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
13,913
shares
|
$1.16 Million
0.31% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
13,843
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
13,791
shares
|
$1.15 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
13,698
shares
|
$1.15 Million
0.12% of portfolio
|
Q3 2024
Reduced 25.92%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
13,651
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
13,642
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2024
Added 20.73%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
13,630
shares
|
$1.14 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
13,601
shares
|
$1.14 Million
0.06% of portfolio
|
Q2 2024
Reduced 50.65%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
13,520
shares
|
$1.13 Million
0.52% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
13,504
shares
|
$1.13 Million
0.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
13,487
shares
|
$1.13 Million
0.09% of portfolio
|
Q4 2024
Reduced 14.8%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
13,433
shares
|
$1.12 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
13,420
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Added 25.37%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
13,395
shares
|
$1.12 Million
0.27% of portfolio
|
Q1 2024
Added 4.69%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
13,337
shares
|
$1.11 Million
0.55% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
13,302
shares
|
$1.11 Million
0.28% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
13,219
shares
|
$1.11 Million
0.73% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
13,203
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
13,181
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Added 0.67%
|