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 2,133 institutions that hold shares in the stock, with a total of 1.45 Billion shares, which have been reported (via 13F filing form) to have a value of $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,688
shares
|
$726,664
0.04% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
8,651
shares
|
$723,569
0.31% of portfolio
|
Q1 2024
Reduced 27.81%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
8,632
shares
|
$721,980
0.15% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
8,622
shares
|
$721,144
0.09% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
8,616
shares
|
$720,642
0.42% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
8,615
shares
|
$720,558
0.02% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
8,600
shares
|
$719,304
0.42% of portfolio
|
Q4 2024
Reduced 26.5%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
8,573
shares
|
$717,045
0.05% of portfolio
|
Q4 2024
Reduced 18.32%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
8,556
shares
|
$715,623
0.01% of portfolio
|
Q4 2024
Added 24.29%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
8,554
shares
|
$715,456
0.07% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
8,551
shares
|
$715,205
0.02% of portfolio
|
Q4 2024
Added 11.89%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
8,541
shares
|
$714,369
0.37% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
8,537
shares
|
$714,034
0.37% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
8,525
shares
|
$713,031
0.13% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
8,483
shares
|
$709,518
0.04% of portfolio
|
Q4 2024
Reduced 78.21%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
8,454
shares
|
$707,092
0.23% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
8,448
shares
|
$706,590
0.05% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
8,375
shares
|
$700,485
0.3% of portfolio
|
Q4 2023
Added 4.69%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
8,342
shares
|
$697,724
0.13% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
8,314
shares
|
$695,382
0.05% of portfolio
|
Q4 2024
Reduced 47.11%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
8,314
shares
|
$695,382
0.25% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
8,311
shares
|
$695,132
0.13% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
8,306
shares
|
$694,713
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
8,275
shares
|
$692,121
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
8,215
shares
|
$687,102
0.02% of portfolio
|
Q4 2024
Added 13.26%
|