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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
368,451
shares
|
$33.9 Million
0.06% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
363,492
shares
|
$33.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
363,344
shares
|
$33.5 Million
2.38% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
362,913
shares
|
$33.4 Million
0.02% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Greenstone Partners & Co., LLC
Larkspur, CA |
Aug 14, 2025 Q2 2025 |
361,845
shares
|
$33.3 Million
7.94% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
361,407
shares
|
$33.3 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
358,502
shares
|
$33 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
358,238
shares
|
$33 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
354,216
shares
|
$32.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 44.12%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
353,404
shares
|
$32.5 Million
0.65% of portfolio
|
Q3 2024
Reduced 59.1%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Aug 13, 2025 Q2 2025 |
350,483
shares
|
$32.3 Million
0.14% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
347,744
shares
|
$32 Million
0.18% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
346,701
shares
|
$31.9 Million
0.11% of portfolio
|
Q2 2025
Added 12.45%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
343,792
shares
|
$31.7 Million
3.94% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
343,221
shares
|
$31.6 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Castleark Management LLC
Chicago, IL |
Aug 15, 2025 Q2 2025 |
342,240
shares
|
$31.5 Million
1.13% of portfolio
|
Q2 2025
Added 3556.41%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
337,277
shares
|
$31.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 33.5%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
334,552
shares
|
$30.8 Million
0.24% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
333,109
shares
|
$30.7 Million
0.29% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Axa S.A.
Paris, I0 |
Aug 14, 2025 Q2 2025 |
329,222
shares
|
$30.3 Million
0.09% of portfolio
|
Q2 2025
Added 42.77%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
329,155
shares
|
$30.3 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
323,063
shares
|
$29.8 Million
0.33% of portfolio
|
Q2 2025
Added 460.99%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
320,718
shares
|
$29.5 Million
1.92% of portfolio
|
Q2 2025
Added 54.13%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
317,724
shares
|
$29.3 Million
0.13% of portfolio
|
Q2 2025
Added 53.36%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
316,508
shares
|
$29.1 Million
0.05% of portfolio
|
Q2 2025
Added 6.27%
|