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 |
|---|---|---|---|---|---|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
11,500
shares
|
$961,399
0.06% of portfolio
|
Q4 2024
Reduced 13.53%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
11,497
shares
|
$961,149
0.24% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
11,480
shares
|
$959,727
0.11% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
11,411
shares
|
$953,959
0.05% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 07, 2024 Q3 2024 |
11,400
shares
|
$953,039
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,367
shares
|
$950,281
0.15% of portfolio
|
Q2 2023
Added 5.99%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
11,361
shares
|
$949,779
0.24% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
11,352
shares
|
$949,027
0.34% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,352
shares
|
$949,027
0.09% of portfolio
|
Q3 2024
Added 40.83%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
11,328
shares
|
$947,020
0.03% of portfolio
|
Q4 2024
Reduced 18.71%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
11,288
shares
|
$943,676
0.11% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
11,238
shares
|
$939,496
0.07% of portfolio
|
Q4 2024
Reduced 16.9%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
11,222
shares
|
$938,159
0.05% of portfolio
|
Q3 2023
Reduced 57.58%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
11,213
shares
|
$937,406
0.27% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
11,141
shares
|
$931,387
0.51% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11,114
shares
|
$929,130
0.34% of portfolio
|
Q2 2023
Reduced 2.59%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
11,106
shares
|
$928,461
0.1% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
11,033
shares
|
$922,358
0.2% of portfolio
|
Q1 2024
Added 155.16%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
11,008
shares
|
$920,268
0.62% of portfolio
|
Q4 2023
Added 4.32%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
10,974
shares
|
$917,426
0.4% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
10,972
shares
|
$917,259
0.06% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
10,950
shares
|
$915,419
0.08% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,938
shares
|
$914,416
0.02% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
10,913
shares
|
$912,326
0.05% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
10,908
shares
|
$911,908
0.85% of portfolio
|
Q3 2022
Reduced 91.2%
|