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 |
|---|---|---|---|---|---|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
6,850
shares
|
$562,111
0.06% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
6,827
shares
|
$560,223
0.16% of portfolio
|
Q2 2024
Reduced 39.61%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,821
shares
|
$559,731
0.02% of portfolio
|
Q3 2024
Reduced 22.28%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
6,817
shares
|
$559,403
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
6,796
shares
|
$557,679
0.04% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
6,741
shares
|
$553,166
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,726
shares
|
$551,935
0.04% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,725
shares
|
$551,853
0.07% of portfolio
|
Q3 2023
Added 13.75%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
6,721
shares
|
$551,525
0.03% of portfolio
|
Q4 2023
Reduced 8.5%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,695
shares
|
$549,391
0.01% of portfolio
|
Q3 2024
Reduced 49.4%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,668
shares
|
$547,176
0.34% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
6,666
shares
|
$547,011
0.0% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,663
shares
|
$546,765
0.06% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
6,655
shares
|
$546,109
0.23% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
6,652
shares
|
$545,863
0.03% of portfolio
|
Q3 2024
Reduced 34.48%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
6,648
shares
|
$545,534
0.01% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,645
shares
|
$545,288
0.01% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,630
shares
|
$544,057
0.05% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
6,625
shares
|
$543,647
0.21% of portfolio
|
Q1 2024
Added 10.44%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,620
shares
|
$543,237
0.05% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
6,608
shares
|
$542,252
0.03% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
6,603
shares
|
$541,842
0.12% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
6,596
shares
|
$541,267
0.01% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
6,572
shares
|
$539,298
0.18% of portfolio
|
Q3 2024
Added 84.24%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
6,557
shares
|
$538,067
0.28% of portfolio
|
Q3 2024
Reduced 2.38%
|