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 2,462 institutions that hold shares in the stock, with a total of 1.46 Billion shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mount Capital LTD
|
Aug 13, 2025 Q2 2025 |
556,678
shares
|
$51.3 Million
16.37% of portfolio
|
Q3 2024
Added 22.29%
|
|
|
Delta Global Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
541,073
shares
|
$49.8 Million
3.3% of portfolio
|
Q2 2025
Reduced 21.1%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
538,360
shares
|
$49.6 Million
0.1% of portfolio
|
Q2 2025
Added 56.39%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
534,019
shares
|
$49.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
533,081
shares
|
$49.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
515,934
shares
|
$47.5 Million
0.39% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
513,033
shares
|
$47.2 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
508,080
shares
|
$46.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Azora Capital LP
Miami, FL |
Aug 14, 2025 Q2 2025 |
507,207
shares
|
$46.7 Million
2.23% of portfolio
|
Q2 2025
Reduced 68.68%
|
|
|
Arizona State Retirement System
|
Aug 13, 2025 Q2 2025 |
503,674
shares
|
$46.4 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Caledonia Investments PLC
|
Jul 18, 2025 Q2 2025 |
501,000
shares
|
$46.1 Million
4.52% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
500,753
shares
|
$46.1 Million
2.02% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
497,400
shares
|
$45.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
495,032
shares
|
$45.6 Million
0.2% of portfolio
|
Q2 2025
Added 31.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
487,004
shares
|
$44.8 Million
0.17% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Oak Associates LTD
Akron, OH |
Aug 12, 2025 Q2 2025 |
486,157
shares
|
$44.8 Million
2.95% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
482,724
shares
|
$44.5 Million
1.3% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
Jul 30, 2025 Q2 2025 |
480,481
shares
|
$44.2 Million
2.55% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Ami Asset Management Corp
|
Jul 18, 2025 Q2 2025 |
480,288
shares
|
$44.2 Million
2.58% of portfolio
|
Q2 2025
Reduced 33.53%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Aug 14, 2025 Q2 2025 |
470,579
shares
|
$43.3 Million
2.01% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
State Of Michigan Retirement System
|
Aug 05, 2025 Q2 2025 |
464,366
shares
|
$42.8 Million
0.22% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jul 18, 2025 Q2 2025 |
461,441
shares
|
$42.5 Million
0.07% of portfolio
|
Q2 2025
Added 131.2%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
459,985
shares
|
$42.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Jul 16, 2025 Q2 2025 |
459,576
shares
|
$42.3 Million
19.83% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
448,963
shares
|
$41.3 Million
0.19% of portfolio
|
Q2 2025
Reduced 12.57%
|