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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
234,663
shares
|
$21.6 Million
0.31% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Aug 14, 2025 Q2 2025 |
233,971
shares
|
$21.5 Million
0.17% of portfolio
|
Q2 2025
Added 49.05%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
232,276
shares
|
$21.4 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
229,488
shares
|
$21.1 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
227,892
shares
|
$21 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
224,140
shares
|
$20.6 Million
0.19% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Parkwood LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
223,254
shares
|
$20.6 Million
1.83% of portfolio
|
Q2 2025
Reduced 27.95%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
223,251
shares
|
$20.6 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
220,589
shares
|
$20.3 Million
0.09% of portfolio
|
Q2 2025
Added 755.63%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
220,261
shares
|
$20.3 Million
0.14% of portfolio
|
Q3 2024
Added 43.64%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
219,898
shares
|
$20.3 Million
3.12% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
219,563
shares
|
$20.2 Million
0.63% of portfolio
|
Q2 2025
Added 224.35%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
219,410
shares
|
$20.2 Million
3.31% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
219,367
shares
|
$20.2 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
217,472
shares
|
$20 Million
0.14% of portfolio
|
Q2 2025
Added 27.12%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
216,491
shares
|
$19.9 Million
0.09% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
215,547
shares
|
$19.8 Million
0.13% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Pacific Heights Asset Management LLC
|
Jul 30, 2025 Q2 2025 |
215,000
shares
|
$19.8 Million
1.09% of portfolio
|
Q2 2025
Added 14.36%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
214,470
shares
|
$19.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 31.45%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
214,385
shares
|
$19.7 Million
0.12% of portfolio
|
Q2 2025
Added 37.27%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
214,348
shares
|
$19.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.64%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
212,544
shares
|
$19.6 Million
0.12% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
211,364
shares
|
$19.5 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
211,248
shares
|
$19.5 Million
0.73% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
210,831
shares
|
$19.4 Million
0.25% of portfolio
|
Q2 2025
Added 0.18%
|