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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
221,426
shares
|
$20.4 Million
0.72% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
221,413
shares
|
$20.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 23.05%
|
|
|
Point72 Europe (London) LLP
London, X0 |
May 15, 2025 Q1 2025 |
220,600
shares
|
$20.4 Million
1.28% of portfolio
|
Q1 2025
Added 140.57%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
220,460
shares
|
$20.4 Million
3.03% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
220,261
shares
|
$20.3 Million
0.14% of portfolio
|
Q3 2024
Added 43.64%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
216,491
shares
|
$20 Million
0.09% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
213,376
shares
|
$19.7 Million
0.76% of portfolio
|
Q1 2025
Added 37.05%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
212,673
shares
|
$19.6 Million
0.2% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Gcm Grosvenor Holdings, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
211,000
shares
|
$19.5 Million
6.04% of portfolio
|
Q1 2025
New holding
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
210,531
shares
|
$19.4 Million
4.5% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
210,451
shares
|
$19.4 Million
0.21% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
208,086
shares
|
$19.2 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
207,181
shares
|
$19.1 Million
0.11% of portfolio
|
Q1 2025
Added 112.36%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
206,855
shares
|
$19.1 Million
0.11% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
206,375
shares
|
$19.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Goodman Financial Corp
Houston, TX |
May 08, 2025 Q1 2025 |
205,446
shares
|
$19 Million
3.59% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
200,815
shares
|
$18.5 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
200,400
shares
|
$18.5 Million
3.11% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Maplelane Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
200,000
shares
|
$18.5 Million
0.76% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
199,687
shares
|
$18.4 Million
0.18% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Robeco Institutional Asset Management B.V.
|
Apr 23, 2025 Q1 2025 |
199,585
shares
|
$18.4 Million
0.03% of portfolio
|
Q1 2025
Added 85.33%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
199,361
shares
|
$18.4 Million
0.18% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Courant Investment Management LLC
|
Apr 22, 2025 Q1 2025 |
198,499
shares
|
$18.3 Million
13.02% of portfolio
|
Q3 2021
Reduced 13.13%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
198,181
shares
|
$18.3 Million
0.18% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
196,872
shares
|
$18.2 Million
0.1% of portfolio
|
Q4 2024
Added 1.26%
|