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 |
|---|---|---|---|---|---|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
6,539
shares
|
$536,590
0.1% of portfolio
|
Q4 2024
Added 19.13%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
6,529
shares
|
$535,769
0.06% of portfolio
|
Q3 2024
Added 58.74%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
6,529
shares
|
$535,769
0.18% of portfolio
|
Q3 2024
Added 25.58%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
6,527
shares
|
$535,605
0.01% of portfolio
|
Q4 2024
Reduced 22.92%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
6,525
shares
|
$535,441
0.01% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
6,498
shares
|
$533,225
0.21% of portfolio
|
Q3 2024
Reduced 48.32%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
6,476
shares
|
$531,420
0.17% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
6,439
shares
|
$528,384
0.1% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,419
shares
|
$526,743
0.03% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
6,401
shares
|
$525,266
0.07% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
6,372
shares
|
$522,886
0.02% of portfolio
|
Q4 2024
Added 49.86%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
6,341
shares
|
$520,342
0.04% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
6,310
shares
|
$517,798
0.14% of portfolio
|
Q3 2023
Added 2.44%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
6,258
shares
|
$513,531
0.37% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
6,247
shares
|
$512,628
0.02% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
6,233
shares
|
$511,479
0.11% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,232
shares
|
$511,397
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
6,198
shares
|
$508,607
0.04% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
6,184
shares
|
$507,459
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
6,156
shares
|
$505,161
0.07% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
6,146
shares
|
$504,340
0.01% of portfolio
|
Q3 2024
Added 2840.67%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,144
shares
|
$504,176
0.05% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
6,137
shares
|
$503,602
0.12% of portfolio
|
Q3 2024
Reduced 21.82%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
6,130
shares
|
$503,027
0.05% of portfolio
|
Q2 2023
Reduced 3.08%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
6,098
shares
|
$500,401
0.1% of portfolio
|
Q4 2024
Added 11.95%
|