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 |
|---|---|---|---|---|---|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
388
shares
|
$29,546
0.0% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
387
shares
|
$29,470
0.0% of portfolio
|
Q3 2024
Added 62.61%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
378
shares
|
$28,784
0.0% of portfolio
|
Q4 2024
Reduced 53.16%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
361
shares
|
$27,490
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
354
shares
|
$26,957
0.01% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
352
shares
|
$26,804
0.01% of portfolio
|
Q2 2024
Reduced 16.59%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
350
shares
|
$26,652
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
346
shares
|
$26,347
0.0% of portfolio
|
Q4 2024
Reduced 88.9%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
333
shares
|
$25,357
0.01% of portfolio
|
Q4 2024
Added 56.34%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
331
shares
|
$25,205
0.01% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
328
shares
|
$24,977
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
327
shares
|
$24,901
0.01% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
318
shares
|
$24,215
0.0% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
314
shares
|
$23,911
0.01% of portfolio
|
Q4 2024
Added 21.24%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
313
shares
|
$23,834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
300
shares
|
$22,845
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
298
shares
|
$22,692
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
295
shares
|
$22,464
0.01% of portfolio
|
Q1 2025
Added 78.79%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
292
shares
|
$22,235
0.0% of portfolio
|
Q1 2024
Reduced 12.84%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
291
shares
|
$22,159
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
283
shares
|
$21,550
0.0% of portfolio
|
Q1 2025
Reduced 28.89%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
282
shares
|
$21,474
0.0% of portfolio
|
Q2 2023
Reduced 61.48%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
282
shares
|
$21,474
0.01% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
278
shares
|
$21,169
0.01% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
276
shares
|
$21,017
0.0% of portfolio
|
Q3 2024
Reduced 6.12%
|