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 |
|---|---|---|---|---|---|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,007
shares
|
$164,232
0.04% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
1,955
shares
|
$159,977
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,935
shares
|
$158,341
0.02% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
1,895
shares
|
$155,067
0.02% of portfolio
|
Q2 2023
Added 379.75%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
1,811
shares
|
$148,194
0.0% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
1,800
shares
|
$147,294
0.03% of portfolio
|
Q4 2021
Reduced 2.28%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
1,795
shares
|
$146,884
0.0% of portfolio
|
Q2 2024
Reduced 98.09%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,791
shares
|
$146,557
0.01% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,781
shares
|
$145,739
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,747
shares
|
$142,957
3.44% of portfolio
|
Q3 2024
Reduced 97.98%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
1,744
shares
|
$142,711
0.09% of portfolio
|
Q4 2024
Added 173.78%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,740
shares
|
$142,384
0.03% of portfolio
|
Q4 2024
Added 27.94%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,726
shares
|
$141,238
0.01% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
1,717
shares
|
$140,502
0.02% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,695
shares
|
$138,701
0.04% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,602
shares
|
$131,091
0.09% of portfolio
|
Q3 2023
Added 134.21%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
1,590
shares
|
$130,109
0.01% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
1,583
shares
|
$129,536
0.02% of portfolio
|
Q3 2024
Reduced 14.11%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,576
shares
|
$128,964
0.01% of portfolio
|
Q3 2024
Reduced 16.61%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,559
shares
|
$127,572
0.06% of portfolio
|
Q1 2023
Added 334.26%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
1,545
shares
|
$126,427
0.01% of portfolio
|
Q3 2024
Added 24.0%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
1,535
shares
|
$125,609
0.08% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,532
shares
|
$125,363
0.02% of portfolio
|
Q4 2024
Added 345.35%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
1,527
shares
|
$124,954
0.02% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
1,514
shares
|
$123,890
0.04% of portfolio
|
Q3 2024
Reduced 4.66%
|