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 |
|---|---|---|---|---|---|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
123,755
shares
|
$11.4 Million
0.24% of portfolio
|
Q4 2024
Reduced 41.59%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
123,005
shares
|
$11.4 Million
0.1% of portfolio
|
Q1 2025
Added 15.16%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
120,818
shares
|
$11.2 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Kinsale Capital Group, Inc.
|
May 07, 2025 Q1 2025 |
120,116
shares
|
$11.1 Million
2.31% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
119,930
shares
|
$11.1 Million
1.71% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
119,211
shares
|
$11 Million
0.24% of portfolio
|
Q1 2025
Added 13.72%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
118,785
shares
|
$11 Million
1.44% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Candriam S.C.A.
|
May 14, 2025 Q1 2025 |
118,781
shares
|
$11 Million
0.06% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
118,518
shares
|
$10.9 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
May 14, 2025 Q1 2025 |
118,254
shares
|
$10.9 Million
5.25% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
118,200
shares
|
$10.9 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
117,690
shares
|
$10.9 Million
2.63% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
117,357
shares
|
$10.8 Million
0.27% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
116,164
shares
|
$10.7 Million
0.02% of portfolio
|
Q1 2025
Added 565.54%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
115,455
shares
|
$10.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 16.4%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
114,761
shares
|
$10.6 Million
0.37% of portfolio
|
Q1 2025
Added 43.88%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
114,734
shares
|
$10.6 Million
1.4% of portfolio
|
Q3 2023
Added 0.32%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
114,647
shares
|
$10.6 Million
0.6% of portfolio
|
Q1 2025
Reduced 69.85%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
114,340
shares
|
$10.6 Million
0.1% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
113,915
shares
|
$10.5 Million
0.23% of portfolio
|
Q1 2025
Added 345.99%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
113,157
shares
|
$10.4 Million
0.28% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
112,538
shares
|
$10.4 Million
0.32% of portfolio
|
Q1 2025
Reduced 25.23%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
112,318
shares
|
$10.4 Million
0.07% of portfolio
|
Q1 2025
Added 17.74%
|
|
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
111,700
shares
|
$10.3 Million
5.09% of portfolio
|
Q1 2025
New holding
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
109,878
shares
|
$10.1 Million
0.16% of portfolio
|
Q1 2025
Added 24.05%
|