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 2,229 institutions that hold shares in the stock, with a total of 1.48 Billion shares, which have been reported (via 13F filing form) to have a value of $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
3,884
shares
|
$305,787
0.02% of portfolio
|
Q4 2024
Reduced 16.38%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
3,881
shares
|
$305,551
0.02% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
3,879
shares
|
$305,393
0.01% of portfolio
|
Q4 2024
Reduced 41.65%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
3,862
shares
|
$304,055
0.14% of portfolio
|
Q4 2024
Reduced 15.95%
|
|
|
Sara Bay Financial
|
Jan 15, 2025 Q4 2024 |
3,854
shares
|
$303,425
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
3,852
shares
|
$303,267
0.04% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
3,845
shares
|
$302,716
0.02% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
3,844
shares
|
$302,638
0.05% of portfolio
|
Q4 2024
Reduced 26.32%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
3,844
shares
|
$302,638
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
3,839
shares
|
$302,244
0.03% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
3,825
shares
|
$301,142
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
3,811
shares
|
$300,040
0.04% of portfolio
|
Q4 2024
Reduced 25.27%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
3,790
shares
|
$298,386
0.08% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,787
shares
|
$298,150
0.05% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
3,787
shares
|
$298,150
0.02% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
3,785
shares
|
$297,993
0.16% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
3,782
shares
|
$297,756
0.1% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
3,760
shares
|
$296,024
0.28% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
3,753
shares
|
$295,473
0.03% of portfolio
|
Q3 2024
Reduced 13.78%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,700
shares
|
$291,301
0.03% of portfolio
|
Q3 2022
Added 0.68%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
3,700
shares
|
$291,301
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
3,699
shares
|
$291,222
0.07% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
3,696
shares
|
$290,986
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
3,689
shares
|
$290,434
0.14% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
3,687
shares
|
$290,277
0.06% of portfolio
|
Q3 2024
Reduced 0.05%
|