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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,370
shares
|
$104,325
0.03% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
1,364
shares
|
$103,868
0.03% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
1,360
shares
|
$103,564
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
1,342
shares
|
$102,193
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,327
shares
|
$101,051
0.03% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
1,313
shares
|
$99,984
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,308
shares
|
$99,604
0.04% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
1,301
shares
|
$99,071
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,278
shares
|
$97,319
0.06% of portfolio
|
Q4 2024
Added 37.42%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,277
shares
|
$97,243
0.06% of portfolio
|
Q2 2022
Reduced 2.96%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,275
shares
|
$97,091
0.03% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,269
shares
|
$96,634
0.01% of portfolio
|
Q3 2022
Added 413.77%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Feb 14, 2025 Q4 2024 |
1,250
shares
|
$95,187
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
1,242
shares
|
$94,578
0.04% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
1,233
shares
|
$93,892
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,231
shares
|
$93,740
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
1,227
shares
|
$93,436
0.04% of portfolio
|
Q3 2024
Reduced 19.65%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,215
shares
|
$92,522
0.19% of portfolio
|
Q4 2022
Added 49.08%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
1,202
shares
|
$91,532
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
1,151
shares
|
$87,648
0.04% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,123
shares
|
$85,516
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,102
shares
|
$83,917
0.01% of portfolio
|
Q4 2023
Added 0.73%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1,096
shares
|
$83,460
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,081
shares
|
$82,318
0.06% of portfolio
|
Q1 2024
Reduced 34.45%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,078
shares
|
$82,089
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|