There is a long list of 371 institutional holders of SCHR within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SCHR by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SCHR table below, the initial column indicates the name of each top institutional holder of SCHR, with a link to that fund's top holdings. The next columns indicate the amount of SCHR stock held by each of the institutional holders of SCHR, followed by the SCHR position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

Holder	Amount	Position Size ($ in 1000's)	As of
Charles Schwab Investment Advisory Inc.	79,489,759	$3,952,231	12/31/2023
SCHR	79,489,759	$3,952,231	12/31/2023
Royal Bank of Canada	10,317,184	$512,972	12/31/2023
SCHR	10,317,184	$512,972	12/31/2023
Ameriprise Financial Inc.	3,510,030	$174,514	12/31/2023
SCHR	3,510,030	$174,514	12/31/2023
Stifel Financial Corp	2,933,443	$145,851	12/31/2023
SCHR	2,933,443	$145,851	12/31/2023
Goldman Sachs Group Inc.	2,582,920	$128,423	12/31/2023
SCHR	2,582,920	$128,423	12/31/2023
JPMorgan Chase & Co.	1,836,568	$91,314	12/31/2023
SCHR	1,836,568	$91,314	12/31/2023
Creative Planning	1,584,553	$78,784	12/31/2023
SCHR	1,584,553	$78,784	12/31/2023
Crane Advisory LLC	1,491,511	$72,711	03/31/2024
SCHR	1,491,511	$72,711	03/31/2024
State Street Corp	1,450,000	$72,094	12/31/2023
SCHR	1,450,000	$72,094	12/31/2023
Pacific Sage Partners LLC	1,233,128	$61,311	12/31/2023
SCHR	1,233,128	$61,311	12/31/2023
Envestnet Asset Management Inc.	1,205,869	$59,956	12/31/2023
SCHR	1,205,869	$59,956	12/31/2023
Wealth Enhancement Advisory Services LLC	1,000,844	$49,091	03/31/2024
SCHR	1,000,844	$49,091	03/31/2024
Hilton Capital Management LLC	968,816	$48,170	12/31/2023
SCHR	968,816	$48,170	12/31/2023
Cornerstone Wealth Advisors Inc.	884,987	$43,409	03/31/2024
SCHR	884,987	$43,409	03/31/2024
Allspring Global Investments Holdings LLC	722,037	$35,416	03/31/2024
SCHR	722,037	$35,416	03/31/2024
Northwest Capital Management Inc	709,894	$34,820	03/31/2024
SCHR	709,894	$34,820	03/31/2024
Moisand Fitzgerald Tamayo LLC	696,828	$34,179	03/31/2024
SCHR	696,828	$34,179	03/31/2024
CWM LLC	694,206	$34,051	03/31/2024
SCHR	694,206	$34,051	03/31/2024
Busey Wealth Management	644,991	$32,069	12/31/2023
SCHR	644,991	$32,069	12/31/2023
Resonant Capital Advisors LLC	624,151	$31,033	12/31/2023
SCHR	624,151	$31,033	12/31/2023
Allworth Financial LP	614,937	$30,575	12/31/2023
SCHR	614,937	$30,575	12/31/2023
Morningstar Investment Services LLC	578,863	$28,810	12/31/2023
SCHR	578,863	$28,810	12/31/2023
Advisor Group Holdings Inc.	566,756	$28,181	12/31/2023
SCHR	566,756	$28,181	12/31/2023
Madison Asset Management LLC	531,010	$26,402	12/31/2023
SCHR	531,010	$26,402	12/31/2023
Bank of America Corp DE	515,704	$25,641	12/31/2023
SCHR	515,704	$25,641	12/31/2023
Clearstead Advisors LLC	507,853	$25,250	12/31/2023
SCHR	507,853	$25,250	12/31/2023
Foster & Motley Inc.	508,010	$24,918	03/31/2024
SCHR	508,010	$24,918	03/31/2024
West Coast Financial LLC	506,227	$24,830	03/31/2024
SCHR	506,227	$24,830	03/31/2024
FLC Capital Advisors	494,888	$24,606	12/31/2023
SCHR	494,888	$24,606	12/31/2023
STA Wealth Management LLC	492,698	$24,497	12/31/2023
SCHR	492,698	$24,497	12/31/2023
Your Advocates Ltd. LLP	489,198	$24,323	12/31/2023
SCHR	489,198	$24,323	12/31/2023
Morgan Stanley	486,844	$24,206	12/31/2023
SCHR	486,844	$24,206	12/31/2023
Galvin Gaustad & Stein LLC	458,654	$22,497	03/31/2024
SCHR	458,654	$22,497	03/31/2024
Taddei Ludwig & Associates Inc.	442,261	$21,989	12/31/2023
SCHR	442,261	$21,989	12/31/2023
Beacon Wealthcare LLC	429,890	$21,086	03/31/2024
SCHR	429,890	$21,086	03/31/2024
Greenline Partners LLC	401,792	$19,978	12/31/2023
SCHR	401,792	$19,978	12/31/2023
Bouchey Financial Group Ltd	382,761	$19,031	12/31/2023
SCHR	382,761	$19,031	12/31/2023
First National Trust Co	378,293	$18,809	12/31/2023
SCHR	378,293	$18,809	12/31/2023
Financial Counselors Inc.	373,159	$18,553	12/31/2023
SCHR	373,159	$18,553	12/31/2023
Lake Street Advisors Group LLC	346,755	$17,241	12/31/2023
SCHR	346,755	$17,241	12/31/2023
HC Advisors LLC	306,549	$15,242	12/31/2023
SCHR	306,549	$15,242	12/31/2023
Charles Schwab Investment Management Inc.	304,353	$15,132	12/31/2023
SCHR	304,353	$15,132	12/31/2023
AlphaStar Capital Management LLC	300,461	$14,939	12/31/2023
SCHR	300,461	$14,939	12/31/2023
Tradition Wealth Management LLC	299,228	$14,878	12/31/2023
SCHR	299,228	$14,878	12/31/2023
LPL Financial LLC	292,386	$14,537	12/31/2023
SCHR	292,386	$14,537	12/31/2023
Intelligence Driven Advisers LLC	285,508	$14,230	12/31/2023
SCHR	285,508	$14,230	12/31/2023
BlackRock Inc.	272,360	$13,542	12/31/2023
SCHR	272,360	$13,542	12/31/2023
Wells Fargo & Company MN	267,686	$13,309	12/31/2023
SCHR	267,686	$13,309	12/31/2023
Marshall Financial Group LLC	265,019	$12,999	03/31/2024
SCHR	265,019	$12,999	03/31/2024
Sequoia Financial Advisors LLC	258,188	$12,837	12/31/2023
SCHR	258,188	$12,837	12/31/2023

See All: Funds Holding SCHR
See Details: Top 10 Hedge Funds Holding SCHR
Also See: SCHR Holdings Changes

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