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 |
|---|---|---|---|---|---|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
118,914
shares
|
$11 Million
0.11% of portfolio
|
Q2 2025
Reduced 28.11%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
118,355
shares
|
$10.9 Million
1.93% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
118,200
shares
|
$10.9 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
118,068
shares
|
$10.9 Million
0.05% of portfolio
|
Q2 2025
Added 281.91%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
117,866
shares
|
$10.9 Million
0.25% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Candriam S.C.A.
|
Aug 08, 2025 Q2 2025 |
117,043
shares
|
$10.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
117,018
shares
|
$10.8 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
116,913
shares
|
$10.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
115,877
shares
|
$10.7 Million
0.29% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
114,881
shares
|
$10.6 Million
0.27% of portfolio
|
Q2 2025
Added 32.3%
|
|
|
M&G PLC
London, X0 |
Aug 08, 2025 Q2 2025 |
114,848
shares
|
$10.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
114,734
shares
|
$10.6 Million
1.4% of portfolio
|
Q3 2023
Added 0.32%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
114,484
shares
|
$10.5 Million
3.22% of portfolio
|
Q2 2025
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
114,378
shares
|
$10.5 Million
0.18% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
111,256
shares
|
$10.2 Million
0.14% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
110,294
shares
|
$10.2 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
109,191
shares
|
$10.1 Million
0.08% of portfolio
|
Q2 2025
Added 65.71%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
109,058
shares
|
$10 Million
0.23% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
108,877
shares
|
$10 Million
0.54% of portfolio
|
Q2 2025
Added 1477.24%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
108,729
shares
|
$10 Million
0.33% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
108,281
shares
|
$9.97 Million
0.09% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
106,724
shares
|
$9.83 Million
0.67% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
106,392
shares
|
$9.8 Million
0.12% of portfolio
|
Q2 2025
Added 257.27%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
106,199
shares
|
$9.78 Million
0.29% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
105,991
shares
|
$9.76 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.63%
|