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 |
|---|---|---|---|---|---|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
12,459
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,427
shares
|
$1.04 Million
0.19% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
12,405
shares
|
$1.04 Million
0.34% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,333
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2020
Reduced 18.09%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
12,268
shares
|
$1.03 Million
0.17% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
12,236
shares
|
$1.02 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
12,207
shares
|
$1.02 Million
0.18% of portfolio
|
Q4 2024
Added 293.9%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
12,038
shares
|
$1.01 Million
0.35% of portfolio
|
Q3 2024
Added 38.35%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
12,003
shares
|
$1 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,975
shares
|
$1 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
11,969
shares
|
$1 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
11,892
shares
|
$994,171
0.01% of portfolio
|
Q3 2024
Reduced 30.26%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
11,864
shares
|
$991,830
0.05% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
11,823
shares
|
$988,402
0.04% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
11,805
shares
|
$986,897
0.23% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
11,798
shares
|
$986,312
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,785
shares
|
$985,225
0.49% of portfolio
|
Q2 2022
Added 1.07%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
11,760
shares
|
$983,135
0.09% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
11,740
shares
|
$981,463
0.03% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
11,666
shares
|
$975,277
0.09% of portfolio
|
Q4 2024
Reduced 21.28%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
11,648
shares
|
$973,772
0.43% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
11,573
shares
|
$967,502
0.06% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
11,530
shares
|
$963,907
0.24% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
11,514
shares
|
$962,570
0.01% of portfolio
|
Q3 2024
Reduced 32.75%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
11,509
shares
|
$962,152
0.02% of portfolio
|
Q4 2024
Added 9.42%
|