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 |
|---|---|---|---|---|---|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
10,903
shares
|
$911,490
0.01% of portfolio
|
Q3 2024
Added 53.41%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
10,827
shares
|
$905,137
0.15% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
10,820
shares
|
$904,551
0.12% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
10,736
shares
|
$897,529
1.73% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
10,728
shares
|
$896,860
0.01% of portfolio
|
Q3 2024
Added 20.72%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
10,695
shares
|
$894,101
0.07% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Capricorn Fund Managers LTD
London, X0 |
Jan 16, 2025 Q4 2024 |
10,665
shares
|
$891,593
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Henry H Associates Inc
|
Jan 13, 2025 Q4 2024 |
10,591
shares
|
$885,407
0.08% of portfolio
|
Q4 2024
Reduced 39.79%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
10,565
shares
|
$883,233
0.08% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Jan 27, 2025 Q4 2024 |
10,548
shares
|
$881,812
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
10,527
shares
|
$880,057
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,496
shares
|
$877,465
0.04% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
10,439
shares
|
$872,700
0.31% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,396
shares
|
$869,105
0.05% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Nov 13, 2024 Q3 2024 |
10,345
shares
|
$864,841
1.09% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
10,329
shares
|
$863,504
0.2% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
10,197
shares
|
$852,469
0.06% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
10,193
shares
|
$852,134
0.17% of portfolio
|
Q4 2024
Added 23.09%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,155
shares
|
$848,958
0.02% of portfolio
|
Q3 2024
Reduced 74.1%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Nov 13, 2024 Q3 2024 |
10,115
shares
|
$845,614
0.0% of portfolio
|
Q3 2024
Reduced 65.5%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,070
shares
|
$841,852
0.19% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
10,051
shares
|
$840,263
0.05% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
10,048
shares
|
$840,012
0.38% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
10,015
shares
|
$837,254
0.23% of portfolio
|
Q4 2024
Reduced 54.19%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
10,000
shares
|
$836,000
0.67% of portfolio
|
Q4 2023
Reduced 33.33%
|