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 2,222 institutions that hold shares in the stock, with a total of 1.48 Billion shares, which have been reported (via 13F filing form) to have a value of $119 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
11,076
shares
|
$890,953
0.03% of portfolio
|
Q4 2024
Reduced 59.5%
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
11,055
shares
|
$889,264
0.1% of portfolio
|
Q4 2024
Added 36.48%
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
11,008
shares
|
$885,483
0.62% of portfolio
|
Q4 2023
Added 4.32%
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
10,987
shares
|
$883,794
0.13% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
10,974
shares
|
$882,748
0.4% of portfolio
|
Q3 2024
Added 0.02%
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
10,951
shares
|
$880,898
0.16% of portfolio
|
Q4 2024
Reduced 86.18%
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,938
shares
|
$879,852
0.02% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
10,908
shares
|
$877,439
0.85% of portfolio
|
Q3 2022
Reduced 91.2%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
10,827
shares
|
$870,923
0.15% of portfolio
|
Q4 2024
Added 5.37%
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
10,781
shares
|
$867,223
0.29% of portfolio
|
Q4 2024
New holding
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
10,736
shares
|
$863,603
1.73% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Feb 13, 2025 Q4 2024 |
10,724
shares
|
$862,638
2.04% of portfolio
|
Q4 2024
Added 3.66%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
10,689
shares
|
$859,823
0.08% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
Capricorn Fund Managers LTD
London, X0 |
Jan 16, 2025 Q4 2024 |
10,665
shares
|
$857,892
0.41% of portfolio
|
Q4 2024
New holding
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
10,662
shares
|
$857,651
0.05% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
Armstrong Henry H Associates Inc
|
Jan 13, 2025 Q4 2024 |
10,591
shares
|
$851,940
0.08% of portfolio
|
Q4 2024
Reduced 39.79%
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
10,565
shares
|
$849,848
0.08% of portfolio
|
Q4 2024
Added 0.77%
|
|
Jericho Financial, LLP
Westerville, OH |
Jan 27, 2025 Q4 2024 |
10,548
shares
|
$848,481
0.57% of portfolio
|
Q4 2024
New holding
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
10,495
shares
|
$844,217
0.21% of portfolio
|
Q4 2024
Added 5.44%
|
|
Variant Private Wealth, LLC
Tysons, VA |
Feb 03, 2025 Q4 2024 |
10,452
shares
|
$840,758
0.74% of portfolio
|
Q4 2024
New holding
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
10,439
shares
|
$839,713
0.31% of portfolio
|
Q2 2024
Added 0.97%
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
10,331
shares
|
$831,025
0.05% of portfolio
|
Q4 2024
Added 4.25%
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
10,305
shares
|
$828,934
0.21% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
10,193
shares
|
$819,924
0.17% of portfolio
|
Q4 2024
Added 23.09%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
10,140
shares
|
$815,661
0.07% of portfolio
|
Q4 2024
Reduced 0.56%
|