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 2,248 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 $113 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,401
shares
|
$182,836
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
2,386
shares
|
$181,693
0.03% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Stance Capital LLC
Boston, MA |
Apr 14, 2025 Q4 2024 |
2,319
shares
|
$176,591
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
2,317
shares
|
$176,439
0.0% of portfolio
|
Q4 2024
Added 37.18%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
2,271
shares
|
$172,936
0.02% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,259
shares
|
$172,022
0.01% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
2,254
shares
|
$171,642
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,248
shares
|
$171,185
0.01% of portfolio
|
Q4 2024
Added 62.55%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,245
shares
|
$170,956
0.15% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,237
shares
|
$170,347
0.03% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
2,234
shares
|
$170,119
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
2,215
shares
|
$168,672
0.03% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,139
shares
|
$162,884
0.02% of portfolio
|
Q4 2024
Added 35.72%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
2,126
shares
|
$161,894
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
2,125
shares
|
$161,818
0.06% of portfolio
|
Q4 2024
Reduced 26.09%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,114
shares
|
$160,981
0.03% of portfolio
|
Q2 2023
Reduced 2.13%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,007
shares
|
$152,833
0.04% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
1,955
shares
|
$148,873
0.0% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,935
shares
|
$147,350
0.02% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
1,895
shares
|
$144,304
0.02% of portfolio
|
Q2 2023
Added 379.75%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,886
shares
|
$143,618
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
1,845
shares
|
$140,496
0.0% of portfolio
|
Q4 2024
Added 122.29%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,814
shares
|
$138,136
0.0% of portfolio
|
Q4 2024
Reduced 37.53%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
1,800
shares
|
$137,070
0.03% of portfolio
|
Q4 2021
Reduced 2.28%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,799
shares
|
$136,993
0.01% of portfolio
|
Q1 2025
Added 1.01%
|