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 2,081 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 $108 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
43
shares
|
$3,218
0.25% of portfolio
|
Q3 2024
Reduced 27.12%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
40
shares
|
$2,993
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
39
shares
|
$2,918
0.0% of portfolio
|
Q2 2024
Reduced 92.76%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
37
shares
|
$2,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
33
shares
|
$2,469
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
31
shares
|
$2,320
0.0% of portfolio
|
Q3 2024
Reduced 99.81%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
28
shares
|
$2,095
0.0% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
28
shares
|
$2,095
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
20
shares
|
$1,496
0.0% of portfolio
|
Q3 2024
Reduced 92.57%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
20
shares
|
$1,496
0.0% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
19
shares
|
$1,421
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
18
shares
|
$1,347
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
18
shares
|
$1,347
0.0% of portfolio
|
Q3 2024
Reduced 95.73%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
17
shares
|
$1,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
17
shares
|
$1,272
0.0% of portfolio
|
Q3 2024
Reduced 98.39%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
16
shares
|
$1,197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14
shares
|
$1,047
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
10
shares
|
$748
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
8
shares
|
$598
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
4
shares
|
$299
0.0% of portfolio
|
Q3 2024
Reduced 99.95%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
4
shares
|
$299
0.0% of portfolio
|
Q3 2024
Reduced 91.67%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
2
shares
|
$149
0.0% of portfolio
|
Q2 2024
Reduced 99.08%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
1
shares
|
$74
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
1
shares
|
$74
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|