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 2,117 institutions that hold shares in the stock, with a total of 1.45 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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
5,064
shares
|
$414,589
0.03% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
5,039
shares
|
$412,542
0.15% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
5,023
shares
|
$411,233
0.06% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
5,008
shares
|
$410,004
0.32% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$409,350
0.13% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
5,000
shares
|
$409,350
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$409,350
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
4,976
shares
|
$407,385
0.02% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
4,972
shares
|
$407,057
0.02% of portfolio
|
Q4 2024
Reduced 91.99%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
4,949
shares
|
$405,174
0.03% of portfolio
|
Q3 2024
Reduced 21.42%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,914
shares
|
$402,309
0.12% of portfolio
|
Q3 2024
Added 19.53%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
4,885
shares
|
$399,934
0.04% of portfolio
|
Q3 2024
Added 74.28%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
4,880
shares
|
$399,525
0.05% of portfolio
|
Q4 2024
Added 69.44%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
4,871
shares
|
$398,788
0.08% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,848
shares
|
$396,905
0.02% of portfolio
|
Q4 2024
Added 41.05%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
4,847
shares
|
$396,823
0.28% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
4,830
shares
|
$395,432
0.25% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
4,825
shares
|
$395,022
0.01% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
4,821
shares
|
$394,695
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
4,809
shares
|
$393,712
0.03% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
4,806
shares
|
$393,467
0.02% of portfolio
|
Q4 2024
Reduced 77.53%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
4,803
shares
|
$393,221
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
4,781
shares
|
$391,420
0.22% of portfolio
|
Q2 2024
Added 2.8%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,779
shares
|
$391,256
0.0% of portfolio
|
Q4 2024
Reduced 68.95%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
4,763
shares
|
$389,946
0.17% of portfolio
|
Q4 2024
Added 2.74%
|