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 |
|---|---|---|---|---|---|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
166,500
shares
|
$15.3 Million
0.2% of portfolio
|
Q2 2025
Added 167.38%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
166,008
shares
|
$15.3 Million
0.2% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
165,817
shares
|
$15.3 Million
1.51% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
165,535
shares
|
$15.2 Million
2.11% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 18, 2025 Q2 2025 |
164,623
shares
|
$15.2 Million
0.21% of portfolio
|
Q2 2025
Added 251.71%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
164,267
shares
|
$15.1 Million
0.36% of portfolio
|
Q1 2023
Added 5.03%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
163,720
shares
|
$15.1 Million
2.72% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
162,899
shares
|
$15 Million
1.47% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
162,660
shares
|
$15 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
160,994
shares
|
$14.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Addenda Capital Inc.
|
Jul 17, 2025 Q2 2025 |
160,938
shares
|
$14.8 Million
0.72% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
160,598
shares
|
$14.8 Million
3.15% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Winslow Asset Management Inc
|
Aug 13, 2025 Q2 2025 |
160,138
shares
|
$14.7 Million
2.95% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
160,091
shares
|
$14.7 Million
0.14% of portfolio
|
Q2 2025
Added 265.48%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
158,051
shares
|
$14.6 Million
0.05% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
157,092
shares
|
$14.5 Million
0.08% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
156,582
shares
|
$14.4 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
Aug 04, 2025 Q2 2025 |
156,467
shares
|
$14.4 Million
8.71% of portfolio
|
Q1 2023
Added 51.17%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
154,572
shares
|
$14.2 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 12, 2025 Q2 2025 |
154,540
shares
|
$14.2 Million
6.62% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
154,357
shares
|
$14.2 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
153,893
shares
|
$14.2 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
151,304
shares
|
$13.9 Million
0.13% of portfolio
|
Q1 2025
Reduced 21.27%
|
|
|
North Reef Capital Management LP
Laguna Beach, CA |
Aug 14, 2025 Q2 2025 |
150,000
shares
|
$13.8 Million
0.62% of portfolio
|
Q2 2025
Reduced 45.45%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
149,635
shares
|
$13.8 Million
3.09% of portfolio
|
Q2 2025
Reduced 4.7%
|