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 |
|---|---|---|---|---|---|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
7,264
shares
|
$607,270
0.06% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
7,230
shares
|
$604,428
0.02% of portfolio
|
Q2 2024
Reduced 11.74%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
7,210
shares
|
$602,756
0.08% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
7,189
shares
|
$601,000
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,180
shares
|
$600,248
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
7,174
shares
|
$599,746
0.1% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
7,164
shares
|
$598,910
0.3% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
7,143
shares
|
$597,154
0.04% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
7,125
shares
|
$595,650
0.15% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
7,119
shares
|
$595,148
0.01% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
7,111
shares
|
$594,479
0.03% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
7,071
shares
|
$591,135
0.19% of portfolio
|
Q3 2024
Reduced 45.47%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
7,055
shares
|
$589,798
0.29% of portfolio
|
Q3 2023
Reduced 0.7%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,034
shares
|
$588,042
0.01% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,027
shares
|
$587,457
0.01% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
7,007
shares
|
$585,785
0.07% of portfolio
|
Q4 2024
Added 13.53%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,005
shares
|
$585,618
0.01% of portfolio
|
Q3 2024
Reduced 91.44%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
6,995
shares
|
$584,782
0.07% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
6,976
shares
|
$583,193
0.0% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Caas Capital Management LP
New York, NY |
Jan 24, 2025 Q4 2024 |
6,940
shares
|
$580,184
0.09% of portfolio
|
Q4 2024
Added 59.28%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
6,917
shares
|
$578,261
0.02% of portfolio
|
Q3 2024
Reduced 16.9%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
6,903
shares
|
$577,090
0.22% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,894
shares
|
$576,338
0.26% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
6,882
shares
|
$575,335
0.16% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
6,881
shares
|
$575,251
0.03% of portfolio
|
Q4 2024
Reduced 4.59%
|