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 |
|---|---|---|---|---|---|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
13,160
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
13,140
shares
|
$1.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
13,110
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2023
Added 0.58%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
13,091
shares
|
$1.09 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
13,059
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
13,003
shares
|
$1.09 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
12,979
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
12,866
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
12,843
shares
|
$1.07 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
12,842
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
12,817
shares
|
$1.07 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
12,816
shares
|
$1.07 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
12,810
shares
|
$1.07 Million
0.09% of portfolio
|
Q2 2024
Added 42.33%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
12,791
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
12,786
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Added 89.51%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
12,768
shares
|
$1.07 Million
0.18% of portfolio
|
Q1 2023
Reduced 12.53%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,647
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Added 71.37%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
12,633
shares
|
$1.06 Million
0.61% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
12,623
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
12,619
shares
|
$1.05 Million
0.56% of portfolio
|
Q4 2024
Reduced 22.25%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
12,602
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
12,600
shares
|
$1.05 Million
0.18% of portfolio
|
Q3 2021
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
12,556
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Reduced 30.78%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
12,486
shares
|
$1.04 Million
0.17% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
12,459
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2024
Reduced 26.08%
|