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 |
|---|---|---|---|---|---|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
4,413
shares
|
$361,292
0.25% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
4,407
shares
|
$360,801
0.05% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
4,395
shares
|
$359,818
0.04% of portfolio
|
Q2 2022
Reduced 0.34%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,395
shares
|
$359,818
0.03% of portfolio
|
Q4 2022
Added 3.14%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,388
shares
|
$359,245
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,381
shares
|
$358,672
0.01% of portfolio
|
Q3 2024
Reduced 14.82%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
4,380
shares
|
$358,590
0.14% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
4,357
shares
|
$356,707
0.05% of portfolio
|
Q3 2024
Added 16.97%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
4,356
shares
|
$356,625
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
4,352
shares
|
$356,298
0.03% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,351
shares
|
$356,216
0.01% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,339
shares
|
$355,233
0.01% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,332
shares
|
$354,660
0.03% of portfolio
|
Q2 2023
Added 3.59%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,331
shares
|
$354,578
0.01% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
4,322
shares
|
$353,842
0.12% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,319
shares
|
$353,596
0.09% of portfolio
|
Q4 2022
Reduced 6.49%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
4,312
shares
|
$353,023
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
4,297
shares
|
$351,795
0.22% of portfolio
|
Q4 2024
Added 6830.65%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
4,280
shares
|
$350,403
0.03% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
4,278
shares
|
$350,239
0.02% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
4,258
shares
|
$348,602
0.04% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
4,253
shares
|
$348,193
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
4,244
shares
|
$347,456
0.18% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
4,243
shares
|
$347,374
0.11% of portfolio
|
Q3 2024
Added 47.89%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
4,238
shares
|
$346,965
0.11% of portfolio
|
Q4 2024
Reduced 2.42%
|