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 2,327 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
359,348
shares
|
$33.2 Million
0.12% of portfolio
|
Q1 2025
Added 14.51%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
358,502
shares
|
$33.1 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
353,404
shares
|
$32.6 Million
0.65% of portfolio
|
Q3 2024
Reduced 59.1%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
353,159
shares
|
$32.6 Million
0.2% of portfolio
|
Q1 2025
Added 920.1%
|
|
|
Zimmer Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
350,000
shares
|
$32.3 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
347,744
shares
|
$32.1 Million
0.17% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
May 07, 2025 Q1 2025 |
346,583
shares
|
$32 Million
0.14% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
344,245
shares
|
$31.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 25.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
340,705
shares
|
$31.5 Million
0.01% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
338,582
shares
|
$31.3 Million
3.62% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
333,787
shares
|
$30.8 Million
0.22% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Blue Whale Capital LLP
London, X0 |
May 14, 2025 Q1 2025 |
333,681
shares
|
$30.8 Million
2.53% of portfolio
|
Q1 2025
Added 49.15%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
333,109
shares
|
$30.8 Million
0.29% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
332,774
shares
|
$30.7 Million
0.5% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
331,515
shares
|
$30.6 Million
0.06% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
May 14, 2025 Q1 2025 |
329,377
shares
|
$30.4 Million
0.17% of portfolio
|
Q1 2025
Reduced 33.62%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
328,160
shares
|
$30.3 Million
0.22% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
323,785
shares
|
$29.9 Million
0.62% of portfolio
|
Q1 2025
Reduced 47.41%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
321,930
shares
|
$29.7 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
318,175
shares
|
$29.4 Million
0.64% of portfolio
|
Q1 2025
Added 188.08%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
312,885
shares
|
$28.9 Million
0.07% of portfolio
|
Q1 2025
Added 309.77%
|
|
|
Parkwood LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
309,857
shares
|
$28.6 Million
2.23% of portfolio
|
Q1 2025
New holding
|
|
|
Hst Ventures, LLC
|
Nov 14, 2024 Q3 2024 |
309,505
shares
|
$28.6 Million
5.68% of portfolio
|
Q3 2024
Added 342.38%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
308,308
shares
|
$28.5 Million
0.06% of portfolio
|
Q1 2025
Added 33.76%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
305,641
shares
|
$28.2 Million
0.24% of portfolio
|
Q1 2025
Added 17.47%
|