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 2,082 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 $105 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
604
shares
|
$43,953
0.02% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
600
shares
|
$43,662
0.03% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
565
shares
|
$41,115
0.02% of portfolio
|
Q1 2023
Added 54.79%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
561
shares
|
$40,823
0.0% of portfolio
|
Q4 2023
Reduced 26.28%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
550
shares
|
$40,023
0.0% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
537
shares
|
$39,077
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
524
shares
|
$38,131
0.01% of portfolio
|
Q2 2023
Reduced 96.72%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
514
shares
|
$37,403
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
512
shares
|
$37,258
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
510
shares
|
$37,112
0.05% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
509
shares
|
$37,039
0.01% of portfolio
|
Q2 2024
Reduced 12.69%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
509
shares
|
$37,039
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
502
shares
|
$36,530
0.0% of portfolio
|
Q2 2024
Reduced 73.92%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
500
shares
|
$36,385
0.0% of portfolio
|
Q1 2024
Reduced 9.42%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
500
shares
|
$36,385
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
500
shares
|
$36,385
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
482
shares
|
$35,075
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
462
shares
|
$33,619
0.01% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
460
shares
|
$33,474
0.0% of portfolio
|
Q3 2024
Reduced 38.42%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
457
shares
|
$33,255
0.02% of portfolio
|
Q1 2022
Added 0.22%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
450
shares
|
$32,746
0.01% of portfolio
|
Q1 2024
Reduced 37.06%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
435
shares
|
$31,654
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
434
shares
|
$31,582
0.01% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
431
shares
|
$31,363
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
410
shares
|
$29,835
0.0% of portfolio
|
Q3 2024
Added 3.02%
|