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 |
|---|---|---|---|---|---|
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
Aug 14, 2025 Q2 2025 |
447,027
shares
|
$41.2 Million
3.61% of portfolio
|
Q2 2025
Added 894.85%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Aug 08, 2025 Q2 2025 |
445,401
shares
|
$41 Million
0.27% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Blue Whale Capital LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
445,122
shares
|
$41 Million
3.3% of portfolio
|
Q2 2025
Added 33.4%
|
|
|
Hardman Johnston Global Advisors LLC
|
Jul 21, 2025 Q2 2025 |
444,258
shares
|
$40.9 Million
1.92% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
441,959
shares
|
$40.7 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Allen Operations LLC
|
Aug 07, 2025 Q2 2025 |
440,097
shares
|
$40.5 Million
5.97% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
433,479
shares
|
$39.9 Million
1.56% of portfolio
|
Q4 2020
New holding
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
429,514
shares
|
$39.6 Million
0.46% of portfolio
|
Q2 2025
Reduced 68.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
428,463
shares
|
$39.5 Million
0.07% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
421,102
shares
|
$38.8 Million
0.2% of portfolio
|
Q2 2025
Added 222.67%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Aug 08, 2025 Q2 2025 |
418,885
shares
|
$38.6 Million
0.2% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Czech National Bank
Prague, 2N |
Jul 09, 2025 Q2 2025 |
417,484
shares
|
$38.4 Million
0.3% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
411,371
shares
|
$37.9 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
406,048
shares
|
$37.4 Million
0.47% of portfolio
|
Q2 2025
Reduced 27.25%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
403,517
shares
|
$37.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 11.43%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jul 30, 2025 Q2 2025 |
396,106
shares
|
$36.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
390,880
shares
|
$36 Million
0.51% of portfolio
|
Q2 2025
Added 20.72%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
384,486
shares
|
$35.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 42.6%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
383,647
shares
|
$35.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Pm Capital LTD
|
Oct 19, 2023 Q3 2023 |
382,515
shares
|
$35.2 Million
6.45% of portfolio
|
Q3 2023
Added 73.97%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
381,321
shares
|
$35.1 Million
0.18% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
380,291
shares
|
$35 Million
0.43% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
376,935
shares
|
$34.7 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
373,292
shares
|
$34.4 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
371,619
shares
|
$34.2 Million
0.35% of portfolio
|
Q2 2025
Added 15.43%
|