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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,612
shares
|
$295,461
0.07% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
3,607
shares
|
$295,052
0.02% of portfolio
|
Q3 2024
Reduced 88.15%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,605
shares
|
$294,889
0.26% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
3,597
shares
|
$294,234
0.02% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
3,595
shares
|
$294,071
0.14% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
3,590
shares
|
$293,662
0.13% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
3,564
shares
|
$291,535
0.03% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
3,564
shares
|
$291,535
0.09% of portfolio
|
Q3 2024
Reduced 15.57%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,521
shares
|
$288,017
0.05% of portfolio
|
Q4 2024
Reduced 21.69%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
3,510
shares
|
$287,118
0.07% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Wisconsin Capital Management LLC
|
Oct 30, 2024 Q3 2024 |
3,500
shares
|
$286,300
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
3,500
shares
|
$286,300
0.0% of portfolio
|
Q1 2024
Reduced 18.6%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
3,490
shares
|
$285,482
0.15% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
3,488
shares
|
$285,318
0.03% of portfolio
|
Q4 2024
Reduced 35.56%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
3,481
shares
|
$284,745
0.07% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
3,479
shares
|
$284,582
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
3,465
shares
|
$283,437
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
3,448
shares
|
$282,046
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,446
shares
|
$281,882
0.05% of portfolio
|
Q1 2024
Reduced 57.24%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,439
shares
|
$281,310
0.05% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
3,433
shares
|
$280,819
0.03% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
3,431
shares
|
$280,655
0.17% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
3,430
shares
|
$280,574
0.05% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
3,416
shares
|
$279,428
0.05% of portfolio
|
Q3 2024
Added 0.06%
|