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 |
|---|---|---|---|---|---|
|
Amf Tjanstepension Ab
|
Jul 22, 2025 Q2 2025 |
148,914
shares
|
$13.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 14.47%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
148,603
shares
|
$13.7 Million
0.05% of portfolio
|
Q2 2025
Added 2356.65%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
147,692
shares
|
$13.6 Million
0.24% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
147,555
shares
|
$13.6 Million
0.11% of portfolio
|
Q2 2025
Reduced 17.24%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
146,650
shares
|
$13.5 Million
1.58% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
145,425
shares
|
$13.4 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
144,231
shares
|
$13.3 Million
0.16% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
143,926
shares
|
$13.3 Million
0.25% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
143,207
shares
|
$13.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
142,749
shares
|
$13.1 Million
0.1% of portfolio
|
Q2 2025
Added 24.85%
|
|
|
Mizuho Markets Cayman LP
|
Aug 01, 2025 Q2 2025 |
141,894
shares
|
$13.1 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
141,863
shares
|
$13.1 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
141,368
shares
|
$13 Million
0.01% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
140,805
shares
|
$13 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
140,487
shares
|
$12.9 Million
0.25% of portfolio
|
Q2 2025
Added 650.83%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
140,063
shares
|
$12.9 Million
0.01% of portfolio
|
Q2 2025
Added 129.37%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
139,227
shares
|
$12.8 Million
0.45% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
138,636
shares
|
$12.8 Million
0.16% of portfolio
|
Q2 2025
Added 26.17%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Aug 12, 2025 Q2 2025 |
138,543
shares
|
$12.8 Million
1.33% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
138,369
shares
|
$12.7 Million
0.04% of portfolio
|
Q2 2025
Added 58.88%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
138,021
shares
|
$12.7 Million
2.74% of portfolio
|
Q3 2022
Added 0.09%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
137,586
shares
|
$12.7 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
136,448
shares
|
$12.6 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
136,242
shares
|
$12.5 Million
0.23% of portfolio
|
Q2 2025
Reduced 78.74%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
133,579
shares
|
$12.3 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.9%
|