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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
303,469
shares
|
$28 Million
0.15% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
May 14, 2025 Q1 2025 |
300,474
shares
|
$27.7 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
299,240
shares
|
$27.6 Million
1.79% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
299,065
shares
|
$27.6 Million
0.09% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
297,827
shares
|
$27.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
May 12, 2025 Q1 2025 |
297,606
shares
|
$27.5 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
292,045
shares
|
$27 Million
0.93% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
287,064
shares
|
$26.5 Million
0.06% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
286,132
shares
|
$26.4 Million
0.12% of portfolio
|
Q1 2025
Added 340.05%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
285,014
shares
|
$26.3 Million
0.09% of portfolio
|
Q1 2025
Added 16.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
282,730
shares
|
$26.1 Million
0.06% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
282,577
shares
|
$26.1 Million
0.84% of portfolio
|
Q4 2022
Reduced 0.49%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
281,545
shares
|
$26 Million
0.09% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
275,080
shares
|
$25.4 Million
1.52% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
North Reef Capital Management LP
Laguna Beach, CA |
May 15, 2025 Q1 2025 |
275,000
shares
|
$25.4 Million
0.93% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
274,697
shares
|
$25.4 Million
0.25% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
273,285
shares
|
$25.2 Million
1.24% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
270,429
shares
|
$25 Million
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
269,060
shares
|
$24.8 Million
6.93% of portfolio
|
Q1 2025
Added 22.28%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
267,335
shares
|
$24.7 Million
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Heron Bay Capital Management
|
May 13, 2025 Q1 2025 |
267,203
shares
|
$24.7 Million
4.57% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
263,219
shares
|
$24.3 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
259,738
shares
|
$24 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
258,690
shares
|
$23.9 Million
0.09% of portfolio
|
Q1 2025
Added 67.06%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
257,437
shares
|
$23.8 Million
0.07% of portfolio
|
Q1 2025
Added 0.78%
|