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 |
|---|---|---|---|---|---|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
97,045
shares
|
$8.94 Million
0.33% of portfolio
|
Q2 2025
Reduced 54.52%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
96,983
shares
|
$8.93 Million
0.23% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Aug 11, 2025 Q2 2025 |
96,862
shares
|
$8.92 Million
0.64% of portfolio
|
Q2 2025
Added 140.39%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
96,849
shares
|
$8.92 Million
1.83% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
95,651
shares
|
$8.81 Million
2.15% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Jul 31, 2025 Q2 2025 |
95,120
shares
|
$8.76 Million
0.36% of portfolio
|
Q2 2025
Added 23.46%
|
|
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
Aug 13, 2025 Q2 2025 |
94,800
shares
|
$8.73 Million
3.94% of portfolio
|
Q2 2025
Reduced 15.13%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
94,333
shares
|
$8.69 Million
0.13% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
94,232
shares
|
$8.68 Million
0.41% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
93,979
shares
|
$8.65 Million
0.08% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
93,935
shares
|
$8.65 Million
0.6% of portfolio
|
Q2 2025
Added 16.74%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
93,828
shares
|
$8.64 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
93,776
shares
|
$8.64 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
93,729
shares
|
$8.63 Million
3.16% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
93,336
shares
|
$8.6 Million
0.22% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
92,703
shares
|
$8.54 Million
0.04% of portfolio
|
Q2 2025
Reduced 67.6%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
92,314
shares
|
$8.5 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Aug 14, 2025 Q2 2025 |
91,335
shares
|
$8.41 Million
2.28% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
91,227
shares
|
$8.4 Million
0.57% of portfolio
|
Q4 2022
Added 331.82%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
91,013
shares
|
$8.38 Million
1.11% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
90,879
shares
|
$8.37 Million
0.09% of portfolio
|
Q2 2025
Added 12.36%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
90,875
shares
|
$8.37 Million
0.2% of portfolio
|
Q2 2025
Added 934.9%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
90,842
shares
|
$8.37 Million
0.43% of portfolio
|
Q2 2025
Reduced 20.84%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
90,665
shares
|
$8.35 Million
0.09% of portfolio
|
Q2 2022
Added 46.05%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
90,514
shares
|
$8.34 Million
0.82% of portfolio
|
Q1 2025
Added 17.5%
|