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 |
|---|---|---|---|---|---|
|
Prana Capital Management, LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
256,305
shares
|
$23.7 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
251,437
shares
|
$23.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.72%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
251,003
shares
|
$23.2 Million
7.07% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
249,660
shares
|
$23 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
248,786
shares
|
$23 Million
0.21% of portfolio
|
Q1 2025
Added 23.88%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
245,363
shares
|
$22.7 Million
0.04% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
244,208
shares
|
$22.5 Million
0.98% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Fjarde Ap Fonden
|
May 13, 2025 Q1 2025 |
242,860
shares
|
$22.4 Million
0.23% of portfolio
|
Q1 2025
Reduced 14.89%
|
|
|
Uss Investment Management LTD
|
May 14, 2025 Q1 2025 |
242,843
shares
|
$22.4 Million
0.15% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Tpi Fund Managers LTD
|
Aug 08, 2022 Q2 2022 |
242,153
shares
|
$22.4 Million
2.56% of portfolio
|
Q2 2022
Added 2.49%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
241,620
shares
|
$22.3 Million
1.09% of portfolio
|
Q2 2025
Added 5141.21%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
241,407
shares
|
$22.3 Million
0.19% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Dudley & Shanley, Inc.
|
Jul 09, 2025 Q2 2025 |
240,963
shares
|
$22.2 Million
3.59% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
237,770
shares
|
$22 Million
0.51% of portfolio
|
Q4 2022
Reduced 1.83%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
236,960
shares
|
$21.9 Million
2.07% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
May 14, 2025 Q1 2025 |
236,792
shares
|
$21.9 Million
4.29% of portfolio
|
Q1 2025
Reduced 16.91%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
235,009
shares
|
$21.7 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
232,542
shares
|
$21.5 Million
0.19% of portfolio
|
Q1 2025
Added 37.06%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
230,751
shares
|
$21.3 Million
0.08% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
230,593
shares
|
$21.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
May 13, 2025 Q1 2025 |
229,081
shares
|
$21.1 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
224,140
shares
|
$20.7 Million
0.19% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
223,457
shares
|
$20.6 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
223,251
shares
|
$20.6 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
221,476
shares
|
$20.4 Million
2.92% of portfolio
|
Q1 2025
Added 0.63%
|