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 2,096 institutions that hold shares in the stock, with a total of 1.44 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 |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
3,002
shares
|
$245,653
0.02% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
3,000
shares
|
$245,490
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
3,000
shares
|
$245,490
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
2,996
shares
|
$245,162
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
2,988
shares
|
$244,508
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,987
shares
|
$244,426
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,966
shares
|
$242,707
0.04% of portfolio
|
Q2 2023
Added 0.47%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,965
shares
|
$242,625
0.01% of portfolio
|
Q3 2024
Reduced 20.68%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
2,921
shares
|
$239,025
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Nov 14, 2024 Q3 2024 |
2,921
shares
|
$239,025
0.0% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
2,918
shares
|
$238,779
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
2,917
shares
|
$238,698
0.06% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,912
shares
|
$238,288
0.03% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
2,907
shares
|
$237,879
0.17% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
2,904
shares
|
$237,634
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
2,900
shares
|
$237,307
0.09% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
2,875
shares
|
$235,261
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
2,855
shares
|
$233,624
0.15% of portfolio
|
Q4 2023
Added 16.29%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,777
shares
|
$227,241
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
2,752
shares
|
$225,196
0.05% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
2,739
shares
|
$224,132
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
2,728
shares
|
$223,232
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
2,726
shares
|
$223,068
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
2,726
shares
|
$223,068
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
2,716
shares
|
$222,250
0.06% of portfolio
|
Q4 2024
New holding
|