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 |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
137,340
shares
|
$12.7 Million
0.46% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Nicholas Company, Inc.
|
May 08, 2025 Q1 2025 |
136,737
shares
|
$12.6 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
136,448
shares
|
$12.6 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
135,963
shares
|
$12.6 Million
1.55% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
135,692
shares
|
$12.5 Million
0.01% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
134,787
shares
|
$12.4 Million
0.17% of portfolio
|
Q1 2025
Added 15.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
133,843
shares
|
$12.4 Million
0.22% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
133,361
shares
|
$12.3 Million
1.91% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
132,803
shares
|
$12.3 Million
1.63% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
132,578
shares
|
$12.2 Million
0.42% of portfolio
|
Q2 2025
Reduced 26.72%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Apr 03, 2025 Q1 2025 |
131,612
shares
|
$12.2 Million
0.6% of portfolio
|
Q1 2025
Reduced 45.31%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
131,476
shares
|
$12.1 Million
0.09% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
130,865
shares
|
$12.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
130,507
shares
|
$12 Million
0.07% of portfolio
|
Q1 2025
Reduced 59.4%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
129,386
shares
|
$11.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
128,588
shares
|
$11.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
128,120
shares
|
$11.8 Million
0.68% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
127,353
shares
|
$11.8 Million
1.52% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
125,916
shares
|
$11.6 Million
0.73% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
125,500
shares
|
$11.6 Million
3.49% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Bright Rock Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
125,000
shares
|
$11.5 Million
2.43% of portfolio
|
Q2 2025
New holding
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
May 15, 2025 Q1 2025 |
125,000
shares
|
$11.5 Million
1.46% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
124,882
shares
|
$11.5 Million
0.3% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
124,459
shares
|
$11.5 Million
1.04% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
124,002
shares
|
$11.4 Million
1.49% of portfolio
|
Q1 2025
Reduced 1.93%
|