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 |
|---|---|---|---|---|---|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
86,364
shares
|
$7.97 Million
1.29% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
85,656
shares
|
$7.91 Million
0.13% of portfolio
|
Q1 2025
Added 27.15%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
84,797
shares
|
$7.83 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
84,650
shares
|
$7.81 Million
1.23% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
84,600
shares
|
$7.81 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
84,517
shares
|
$7.8 Million
2.36% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
84,360
shares
|
$7.79 Million
0.38% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
84,065
shares
|
$7.76 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
82,494
shares
|
$7.62 Million
0.86% of portfolio
|
Q1 2025
Added 43.17%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
81,917
shares
|
$7.56 Million
0.95% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
81,167
shares
|
$7.49 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Icici Prudential Asset Management CO LTD
|
May 08, 2025 Q1 2025 |
81,080
shares
|
$7.49 Million
0.85% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
81,004
shares
|
$7.48 Million
0.14% of portfolio
|
Q1 2025
Reduced 44.54%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
80,992
shares
|
$7.48 Million
3.93% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
80,882
shares
|
$7.47 Million
0.08% of portfolio
|
Q1 2025
Added 101.35%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
80,468
shares
|
$7.43 Million
0.52% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
80,370
shares
|
$7.42 Million
0.06% of portfolio
|
Q1 2025
Added 914.64%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
80,094
shares
|
$7.39 Million
0.04% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
79,687
shares
|
$7.36 Million
0.22% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
May 14, 2025 Q1 2025 |
78,302
shares
|
$7.23 Million
2.26% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
77,478
shares
|
$7.15 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
77,428
shares
|
$7.15 Million
0.12% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
77,389
shares
|
$7.14 Million
0.57% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
77,047
shares
|
$7.11 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
76,881
shares
|
$7.1 Million
0.11% of portfolio
|
Q1 2025
Added 3.4%
|