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 |
|---|---|---|---|---|---|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2025 Q2 2025 |
271,449
shares
|
$25 Million
0.15% of portfolio
|
Q2 2025
Reduced 17.59%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
267,335
shares
|
$24.6 Million
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
266,819
shares
|
$24.6 Million
1.43% of portfolio
|
Q2 2025
New holding
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
265,119
shares
|
$24.4 Million
1.34% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jul 30, 2025 Q2 2025 |
265,119
shares
|
$24.4 Million
6.38% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Heron Bay Capital Management
|
Aug 12, 2025 Q2 2025 |
264,955
shares
|
$24.4 Million
5.0% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
263,841
shares
|
$24.3 Million
1.8% of portfolio
|
Q2 2025
Added 130.13%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
261,523
shares
|
$24.1 Million
0.86% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
259,394
shares
|
$23.9 Million
0.22% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
253,926
shares
|
$23.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
251,142
shares
|
$23.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 70.15%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
251,003
shares
|
$23.1 Million
7.07% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
250,333
shares
|
$23.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 57.61%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
249,660
shares
|
$23 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
247,078
shares
|
$22.8 Million
1.06% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
244,720
shares
|
$22.5 Million
0.2% of portfolio
|
Q2 2025
Added 1111.97%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
243,812
shares
|
$22.5 Million
0.05% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Tpi Fund Managers LTD
|
Aug 08, 2022 Q2 2022 |
242,153
shares
|
$22.3 Million
2.56% of portfolio
|
Q2 2022
Added 2.49%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
241,649
shares
|
$22.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 31.58%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
241,620
shares
|
$22.3 Million
1.09% of portfolio
|
Q2 2025
Added 5141.21%
|
|
|
Dudley & Shanley, Inc.
|
Jul 09, 2025 Q2 2025 |
240,963
shares
|
$22.2 Million
3.59% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
239,680
shares
|
$22.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
237,979
shares
|
$21.9 Million
2.25% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
237,770
shares
|
$21.9 Million
0.51% of portfolio
|
Q4 2022
Reduced 1.83%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Aug 07, 2025 Q2 2025 |
237,581
shares
|
$21.9 Million
0.23% of portfolio
|
Q2 2025
Added 3.71%
|