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 |
|---|---|---|---|---|---|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
315,651
shares
|
$29.1 Million
0.25% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
311,887
shares
|
$28.7 Million
0.47% of portfolio
|
Q2 2025
Added 20.08%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Aug 12, 2025 Q2 2025 |
311,216
shares
|
$28.7 Million
0.74% of portfolio
|
Q2 2025
Added 106.64%
|
|
|
Hst Ventures, LLC
|
Nov 14, 2024 Q3 2024 |
309,505
shares
|
$28.5 Million
5.68% of portfolio
|
Q3 2024
Added 342.38%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
303,080
shares
|
$27.9 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Aug 13, 2025 Q2 2025 |
301,441
shares
|
$27.8 Million
0.15% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
299,817
shares
|
$27.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.2%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
299,760
shares
|
$27.6 Million
0.06% of portfolio
|
Q2 2025
Added 26.0%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
299,240
shares
|
$27.6 Million
1.79% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
299,065
shares
|
$27.5 Million
0.09% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Aug 06, 2025 Q2 2025 |
297,283
shares
|
$27.4 Million
4.82% of portfolio
|
Q2 2025
Added 25.55%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
Aug 08, 2025 Q2 2025 |
296,438
shares
|
$27.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
292,045
shares
|
$26.9 Million
0.93% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Martingale Asset Management L P
Boston, MA |
Aug 11, 2025 Q2 2025 |
291,176
shares
|
$26.8 Million
0.66% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
291,020
shares
|
$26.8 Million
0.06% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
290,241
shares
|
$26.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Fjarde Ap Fonden
|
Aug 01, 2025 Q2 2025 |
286,460
shares
|
$26.4 Million
0.24% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
285,070
shares
|
$26.3 Million
0.1% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
282,577
shares
|
$26 Million
0.84% of portfolio
|
Q4 2022
Reduced 0.49%
|
|
|
Hosking Partners LLP
|
Aug 07, 2025 Q2 2025 |
280,078
shares
|
$25.8 Million
1.06% of portfolio
|
Q2 2025
Reduced 31.53%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
275,676
shares
|
$25.4 Million
0.27% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
275,080
shares
|
$25.3 Million
1.52% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Uss Investment Management LTD
|
Aug 13, 2025 Q2 2025 |
275,021
shares
|
$25.3 Million
0.16% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Aug 12, 2025 Q2 2025 |
273,458
shares
|
$25.2 Million
0.29% of portfolio
|
Q2 2025
Added 79.99%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
271,837
shares
|
$25 Million
0.34% of portfolio
|
Q2 2025
New holding
|