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 2,102 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 $118 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
8,060
shares
|
$673,816
0.14% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
8,050
shares
|
$672,980
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
8,039
shares
|
$672,060
0.05% of portfolio
|
Q4 2024
Added 19.99%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
8,005
shares
|
$669,218
0.22% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
7,970
shares
|
$666,292
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
7,959
shares
|
$665,372
0.05% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
7,959
shares
|
$665,372
0.0% of portfolio
|
Q3 2024
Reduced 54.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,957
shares
|
$665,205
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,952
shares
|
$664,787
0.07% of portfolio
|
Q4 2022
Reduced 1.28%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
7,915
shares
|
$661,694
0.04% of portfolio
|
Q3 2024
Reduced 91.21%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
7,893
shares
|
$659,854
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
7,876
shares
|
$658,433
0.09% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
7,875
shares
|
$658,350
0.0% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,857
shares
|
$656,845
0.05% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
7,850
shares
|
$656,260
0.06% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
7,843
shares
|
$655,674
0.3% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
7,839
shares
|
$655,340
0.05% of portfolio
|
Q3 2024
Added 32.28%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
7,831
shares
|
$654,671
0.02% of portfolio
|
Q4 2023
Added 5.38%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
7,812
shares
|
$653,083
0.18% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
7,795
shares
|
$651,662
0.01% of portfolio
|
Q3 2024
Reduced 95.88%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
7,764
shares
|
$649,070
0.06% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
7,734
shares
|
$646,562
0.05% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
7,722
shares
|
$645,559
0.01% of portfolio
|
Q3 2024
Reduced 34.07%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
7,718
shares
|
$645,224
0.06% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
7,713
shares
|
$644,806
0.05% of portfolio
|
Q4 2023
New holding
|