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 |
|---|---|---|---|---|---|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
133,461
shares
|
$12.3 Million
0.1% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
133,443
shares
|
$12.3 Million
1.67% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
132,800
shares
|
$12.2 Million
0.42% of portfolio
|
Q2 2025
Added 23.19%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
132,509
shares
|
$12.2 Million
0.09% of portfolio
|
Q2 2025
Added 137.88%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
131,542
shares
|
$12.1 Million
1.87% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Kinsale Capital Group, Inc.
|
Aug 06, 2025 Q2 2025 |
131,021
shares
|
$12.1 Million
2.46% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
129,566
shares
|
$11.9 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
129,115
shares
|
$11.9 Million
0.09% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
128,588
shares
|
$11.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
128,024
shares
|
$11.8 Million
0.66% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
127,653
shares
|
$11.8 Million
1.67% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
127,626
shares
|
$11.8 Million
0.29% of portfolio
|
Q2 2025
Added 139.39%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
127,313
shares
|
$11.7 Million
0.24% of portfolio
|
Q2 2025
Added 57.17%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
127,026
shares
|
$11.7 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Nicholas Company, Inc.
|
Aug 05, 2025 Q2 2025 |
126,742
shares
|
$11.7 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
125,965
shares
|
$11.6 Million
1.13% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
125,238
shares
|
$11.5 Million
1.53% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Bright Rock Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
125,000
shares
|
$11.5 Million
2.43% of portfolio
|
Q2 2025
New holding
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
124,726
shares
|
$11.5 Million
0.26% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
124,344
shares
|
$11.5 Million
3.45% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
123,423
shares
|
$11.4 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
121,224
shares
|
$11.2 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
120,818
shares
|
$11.1 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
120,070
shares
|
$11.1 Million
0.32% of portfolio
|
Q2 2025
Added 19.27%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
119,273
shares
|
$11 Million
0.25% of portfolio
|
Q2 2025
Added 0.05%
|