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 |
|---|---|---|---|---|---|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
7,709
shares
|
$644,472
0.05% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
7,708
shares
|
$644,388
0.31% of portfolio
|
Q2 2023
Added 3.35%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
7,699
shares
|
$643,636
0.01% of portfolio
|
Q2 2023
Added 42.63%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
7,695
shares
|
$643,302
0.06% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
7,686
shares
|
$642,549
0.07% of portfolio
|
Q2 2024
Reduced 35.03%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
7,677
shares
|
$641,797
0.09% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
7,642
shares
|
$638,871
0.02% of portfolio
|
Q3 2024
Reduced 26.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
7,612
shares
|
$636,363
0.02% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
7,550
shares
|
$631,180
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
7,531
shares
|
$629,591
0.18% of portfolio
|
Q3 2023
Reduced 1.66%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
7,530
shares
|
$629,508
0.29% of portfolio
|
Q2 2024
Reduced 11.31%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
7,522
shares
|
$628,839
0.05% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
7,519
shares
|
$628,588
0.04% of portfolio
|
Q4 2024
Added 18.09%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
7,511
shares
|
$627,919
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,501
shares
|
$627,083
0.01% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
7,422
shares
|
$620,479
0.16% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
7,398
shares
|
$618,472
0.18% of portfolio
|
Q4 2024
Added 11.28%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,397
shares
|
$618,389
0.05% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
7,378
shares
|
$616,800
0.03% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
7,335
shares
|
$613,206
0.09% of portfolio
|
Q4 2024
Added 1130.7%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
7,307
shares
|
$610,865
0.05% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
7,303
shares
|
$610,530
0.04% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
7,293
shares
|
$609,694
0.01% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
7,292
shares
|
$609,611
0.06% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
7,283
shares
|
$608,858
0.04% of portfolio
|
Q3 2024
Reduced 46.76%
|