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 Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
155,671
shares
|
$14.4 Million
0.01% of portfolio
|
Q1 2025
Added 204.85%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
155,528
shares
|
$14.4 Million
0.4% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
155,389
shares
|
$14.3 Million
0.25% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
154,350
shares
|
$14.2 Million
0.16% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Sculptor Capital LP
New York, NY |
May 15, 2025 Q1 2025 |
152,783
shares
|
$14.1 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
151,927
shares
|
$14 Million
0.16% of portfolio
|
Q1 2025
Added 92.29%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
151,304
shares
|
$14 Million
0.13% of portfolio
|
Q1 2025
Reduced 21.27%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
150,606
shares
|
$13.9 Million
0.34% of portfolio
|
Q1 2025
Reduced 74.73%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
May 09, 2025 Q1 2025 |
150,480
shares
|
$13.9 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
150,263
shares
|
$13.9 Million
0.18% of portfolio
|
Q1 2025
Added 21.48%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
May 13, 2025 Q1 2025 |
147,202
shares
|
$13.6 Million
1.25% of portfolio
|
Q1 2025
Reduced 26.45%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
146,392
shares
|
$13.5 Million
0.23% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
145,479
shares
|
$13.4 Million
1.33% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
145,184
shares
|
$13.4 Million
1.49% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
144,504
shares
|
$13.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Woodline Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
143,972
shares
|
$13.3 Million
0.08% of portfolio
|
Q1 2025
Added 60.37%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
142,361
shares
|
$13.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
141,305
shares
|
$13 Million
1.38% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
141,000
shares
|
$13 Million
0.05% of portfolio
|
Q1 2025
Reduced 14.09%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
139,951
shares
|
$12.9 Million
0.12% of portfolio
|
Q1 2025
Added 126.14%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
139,442
shares
|
$12.9 Million
0.47% of portfolio
|
Q1 2025
Added 391.55%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
138,021
shares
|
$12.7 Million
2.74% of portfolio
|
Q3 2022
Added 0.09%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
137,909
shares
|
$12.7 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
137,589
shares
|
$12.7 Million
0.36% of portfolio
|
Q1 2025
Added 53.47%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
137,427
shares
|
$12.7 Million
0.03% of portfolio
|
Q1 2025
Added 29.58%
|