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 2,345 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 $141 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
20,219
shares
|
$1.95 Million
1.12% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
20,192
shares
|
$1.94 Million
0.02% of portfolio
|
Q1 2025
Reduced 92.41%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
20,119
shares
|
$1.94 Million
0.07% of portfolio
|
Q1 2025
Added 255.33%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,117
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2022
Reduced 7.99%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
20,055
shares
|
$1.93 Million
1.11% of portfolio
|
Q1 2025
Added 67.56%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
20,049
shares
|
$1.93 Million
0.3% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Greenhaven Associates Inc
|
Jul 08, 2025 Q2 2025 |
20,000
shares
|
$1.93 Million
0.03% of portfolio
|
Q1 2022
Reduced 11.11%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
19,916
shares
|
$1.92 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
19,901
shares
|
$1.92 Million
0.39% of portfolio
|
Q3 2022
Reduced 1.28%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
19,898
shares
|
$1.92 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Riverpark Capital Management LLC
New York, NY |
May 12, 2025 Q1 2025 |
19,823
shares
|
$1.91 Million
2.85% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
19,559
shares
|
$1.88 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
19,500
shares
|
$1.88 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
19,271
shares
|
$1.85 Million
0.03% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
19,252
shares
|
$1.85 Million
0.07% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
19,183
shares
|
$1.85 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
19,182
shares
|
$1.85 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
19,119
shares
|
$1.84 Million
0.46% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
19,081
shares
|
$1.84 Million
0.38% of portfolio
|
Q1 2025
Reduced 48.61%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
19,058
shares
|
$1.83 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
19,017
shares
|
$1.83 Million
0.28% of portfolio
|
Q4 2024
Reduced 42.07%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
19,000
shares
|
$1.83 Million
0.92% of portfolio
|
Q2 2025
Added 58.33%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
18,983
shares
|
$1.83 Million
0.06% of portfolio
|
Q2 2025
Added 45.61%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
18,901
shares
|
$1.82 Million
0.09% of portfolio
|
Q3 2023
Added 7.21%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
18,900
shares
|
$1.82 Million
1.2% of portfolio
|
Q2 2025
Reduced 3.08%
|