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 |
|---|---|---|---|---|---|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
4,237
shares
|
$346,883
0.08% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
4,200
shares
|
$343,854
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Capital Investments LLC
Short Hills, NJ |
Nov 05, 2024 Q3 2024 |
4,200
shares
|
$343,854
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,184
shares
|
$342,544
0.19% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,178
shares
|
$342,052
0.06% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
4,168
shares
|
$341,234
0.03% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,161
shares
|
$340,661
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
4,156
shares
|
$340,251
0.03% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
4,151
shares
|
$339,842
0.39% of portfolio
|
Q3 2023
Reduced 6.7%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
4,145
shares
|
$339,351
0.12% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
4,140
shares
|
$338,941
0.03% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
4,114
shares
|
$336,813
0.01% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,106
shares
|
$336,158
0.01% of portfolio
|
Q2 2024
Reduced 23.54%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,097
shares
|
$335,421
0.01% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
4,088
shares
|
$334,684
0.06% of portfolio
|
Q4 2024
Reduced 18.32%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
4,083
shares
|
$334,275
0.02% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
4,082
shares
|
$334,193
0.18% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
4,062
shares
|
$332,555
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
4,062
shares
|
$332,555
0.11% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
4,057
shares
|
$332,146
0.04% of portfolio
|
Q4 2024
Reduced 33.82%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
4,054
shares
|
$331,900
0.12% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
4,050
shares
|
$331,573
0.06% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,050
shares
|
$331,573
0.02% of portfolio
|
Q3 2024
Reduced 96.21%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
4,030
shares
|
$329,936
0.01% of portfolio
|
Q3 2024
Reduced 29.52%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,025
shares
|
$329,526
0.06% of portfolio
|
Q3 2024
Reduced 3.48%
|