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 |
|---|---|---|---|---|---|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
3,852
shares
|
$315,093
0.04% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
3,839
shares
|
$314,030
0.03% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
3,825
shares
|
$312,885
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
3,811
shares
|
$311,739
0.04% of portfolio
|
Q4 2024
Reduced 25.27%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
3,790
shares
|
$310,022
0.08% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,787
shares
|
$309,776
0.05% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
3,785
shares
|
$309,613
0.16% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
3,782
shares
|
$309,367
0.1% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
3,757
shares
|
$307,322
0.06% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
3,753
shares
|
$306,995
0.03% of portfolio
|
Q3 2024
Reduced 13.78%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
3,748
shares
|
$306,586
0.13% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
3,737
shares
|
$305,686
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,705
shares
|
$303,069
0.01% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,700
shares
|
$302,660
0.03% of portfolio
|
Q3 2022
Added 0.68%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
3,699
shares
|
$302,578
0.07% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
3,689
shares
|
$301,760
0.14% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
3,687
shares
|
$301,596
0.06% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
3,680
shares
|
$301,024
0.17% of portfolio
|
Q3 2023
Added 2.22%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
3,670
shares
|
$300,206
0.05% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
3,669
shares
|
$300,124
0.03% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
3,666
shares
|
$299,878
0.09% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
3,660
shares
|
$299,388
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,635
shares
|
$297,343
0.07% of portfolio
|
Q2 2022
Reduced 2.6%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
3,619
shares
|
$296,034
0.01% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
3,615
shares
|
$295,707
0.09% of portfolio
|
Q3 2024
Reduced 5.14%
|