SCHW-PJ
The Charles Schwab Corporation
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Creative Planning | $6.8B | 223.07M | 1.31% | +0.6% |
Prairie Wealth Advisors, Inc. | $4.4B | 0 | 0.51% | Unchanged |
Wealth Enhancement Advisory Services, Llc | $2.5B | 70.17M | 1.37% | +3.0% |
Rakuten Investment Management, Inc. | $1.8B | 54.07M | 4.09% | +7.5% |
Mcadam, Llc | $1.4B | 46.15M | 13.16% | +1.7% |
Avantax Planning Partners, Inc. | $1.4B | 45.12M | 13.09% | +0.5% |
Vantagepoint Investment Advisers Llc | $1.1B | 33.51M | 4.26% | -7.5% |
Flossbach Von Storch Se | $873.5M | 8.94M | 4.44% | -16.5% |
Cambridge Investment Research Advisors, Inc. | $842M | 25.65M | 0.51% | +9.3% |
Sage Financial Group Inc | $809.1M | 26.69M | 37.86% | +8.3% |
Charles Schwab Trust Co | $775.9M | 25.52M | 6.49% | -17.8% |
Commonwealth Equity Services, Llc | $772.3M | 22.88M | 0.44% | +102.3% |
Mather Group, Llc. | $769.7M | 21.56M | 3.00% | -1.0% |
Rebalance, Llc | $741.9M | 25.23M | 23.07% | +6.5% |
Steele Capital Management, Inc. | $736M | 24.03M | 7.50% | -0.0% |
Diversified Enterprises, Llc | $660.4M | 22.23M | 26.92% | +4.4% |
Assetmark, Inc | $647M | 19.51M | 0.32% | +5.7% |
Gemmer Asset Management Llc | $633.7M | 20.06M | 11.09% | +0.8% |
Prime Capital Investment Advisors, Llc | $624.1M | 20.63M | 2.42% | -0.1% |
Hb Wealth Management, Llc | $571.9M | 18.17M | 0.98% | +245.3% |
Farther Finance Advisors, Llc | $548.1M | 17.94M | 1.58% | +62.2% |
Orgel Wealth Management, Llc | $521.9M | 17.67M | 5.19% | +4.7% |
Truist Financial Corp | $490.3M | 12.48M | 0.14% | +187.4% |
Kestra Advisory Services, Llc | $463.4M | 13.42M | 0.37% | +30.7% |
Choreo, Llc | $418.1M | 12.46M | 0.91% | +0.5% |
Focus Financial Network, Inc. | $397.6M | 11.55M | 4.76% | Exited |
Yacktman Asset Management Lp | $396.4M | 4.06M | 4.73% | -1.1% |
Trunorth Capital Management, Llc | $370M | 12.88M | 25.60% | Exited |
Krilogy Financial Llc | $369.8M | 10.84M | 3.58% | -2.3% |
Sumitomo Mitsui Trust Group, Inc. | $354.7M | 4.11M | 0.19% | Exited |
Exchange Traded Concepts, Llc | $347.3M | 11.26M | 0.47% | Exited |
Cassaday & Co Wealth Management Llc | $344.9M | 10.56M | 5.89% | +100.3% |
Bluesky Wealth Advisors, Llc | $330.8M | 10.94M | 16.40% | -1.3% |
Allen Investment Management, Llc | $320.6M | 3.28M | 3.63% | -3.9% |
Evergreen Advisors, Llc | $307.4M | 10.44M | 39.26% | -0.1% |
Hengehold Capital Management Llc | $304.8M | 10.21M | 16.99% | +1.7% |
Signature Estate & Investment Advisors Llc | $298.2M | 9.59M | 3.59% | +3.4% |
Axiom Investment Management Llc | $297.3M | 3.0K | 0.05% | -5.8% |
Rainey & Randall Wealth Advisors Inc. | $293.2M | 8.48M | 16.12% | -7.5% |
Assenagon Asset Management S.A. | $285.7M | 2.92M | 0.28% | +67.6% |
Golden Reserve Retirement Llc | $278.5M | 8.11M | 22.37% | -0.3% |
Thurston, Springer, Miller, Herd & Titak, Inc. | $268.5M | 5.3K | 0.18% | Exited |
Financial Consulate, Inc | $265.1M | 8.55M | 17.47% | -38.3% |
Rmg Wealth Management Llc | $264.3M | 7.68M | 21.33% | Exited |
Sigfig Wealth Management, Llc | $263.2M | 8.93M | 5.12% | -0.1% |
Strid Group, Llc | $258.3M | 8.77M | 27.39% | -0.1% |
Mokosak Advisory Group, Llc | $253.4M | 7.97M | 22.33% | +1.0% |
Fort Washington Investment Advisors Inc /Oh/ | $248.1M | 2.57M | 1.25% | Unchanged |
Provident Trust Co | $246.2M | 2.52M | 7.65% | -32.2% |
Principal Financial Group Inc | $241.3M | 2.52M | 0.12% | -0.3% |