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 |
|---|---|---|---|---|---|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
210,531
shares
|
$19.4 Million
4.5% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
204,435
shares
|
$18.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 58.57%
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
202,380
shares
|
$18.6 Million
3.87% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
199,210
shares
|
$18.3 Million
0.47% of portfolio
|
Q2 2025
Added 389.05%
|
|
|
Courant Investment Management LLC
|
Jul 28, 2025 Q2 2025 |
198,499
shares
|
$18.3 Million
14.66% of portfolio
|
Q3 2021
Reduced 13.13%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
196,948
shares
|
$18.1 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
196,872
shares
|
$18.1 Million
0.1% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
195,875
shares
|
$18 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
195,822
shares
|
$18 Million
2.04% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
195,528
shares
|
$18 Million
0.09% of portfolio
|
Q2 2025
Reduced 60.21%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
195,225
shares
|
$18 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
194,681
shares
|
$17.9 Million
0.07% of portfolio
|
Q2 2025
Added 154.83%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
194,299
shares
|
$17.9 Million
1.52% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
194,056
shares
|
$17.9 Million
1.03% of portfolio
|
Q4 2023
Added 11.14%
|
|
|
Gcm Grosvenor Holdings, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
192,833
shares
|
$17.8 Million
6.76% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
191,817
shares
|
$17.7 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
190,610
shares
|
$17.6 Million
2.66% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
190,538
shares
|
$17.5 Million
0.2% of portfolio
|
Q2 2025
Added 26.8%
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
189,064
shares
|
$17.4 Million
3.26% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
188,014
shares
|
$17.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 27.32%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 29, 2025 Q2 2025 |
186,000
shares
|
$17.1 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
184,964
shares
|
$17 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Woodline Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
184,748
shares
|
$17 Million
0.1% of portfolio
|
Q2 2025
Added 28.32%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
184,574
shares
|
$17 Million
1.59% of portfolio
|
Q2 2025
Added 16.33%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
182,363
shares
|
$16.8 Million
0.37% of portfolio
|
Q1 2024
Added 2.37%
|