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 |
|---|---|---|---|---|---|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
90,152
shares
|
$8.3 Million
0.62% of portfolio
|
Q2 2025
Reduced 53.1%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
90,100
shares
|
$8.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
89,586
shares
|
$8.25 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2025 Q2 2025 |
89,577
shares
|
$8.25 Million
0.34% of portfolio
|
Q2 2025
Reduced 35.76%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Jul 28, 2025 Q2 2025 |
89,530
shares
|
$8.24 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
89,367
shares
|
$8.23 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
89,320
shares
|
$8.23 Million
1.16% of portfolio
|
Q2 2025
Reduced 24.81%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
89,296
shares
|
$8.22 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
88,205
shares
|
$8.12 Million
0.28% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
87,936
shares
|
$8.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
86,899
shares
|
$8 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
American Assets Investment Management, LLC
|
Aug 05, 2025 Q2 2025 |
86,674
shares
|
$7.98 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
86,315
shares
|
$7.95 Million
0.39% of portfolio
|
Q2 2025
Added 18.97%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
84,650
shares
|
$7.8 Million
1.23% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
84,615
shares
|
$7.79 Million
2.42% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
82,951
shares
|
$7.64 Million
0.17% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
81,917
shares
|
$7.54 Million
0.95% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
81,290
shares
|
$7.49 Million
0.15% of portfolio
|
Q1 2024
Reduced 39.29%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
80,667
shares
|
$7.43 Million
0.12% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
80,568
shares
|
$7.42 Million
0.11% of portfolio
|
Q2 2025
Added 39.67%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
80,433
shares
|
$7.41 Million
0.21% of portfolio
|
Q2 2025
Reduced 31.46%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Aug 12, 2025 Q2 2025 |
80,341
shares
|
$7.4 Million
4.78% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
79,737
shares
|
$7.34 Million
0.82% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
79,687
shares
|
$7.34 Million
0.24% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Longaeva Partners L.P.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
78,666
shares
|
$7.24 Million
1.47% of portfolio
|
Q2 2025
Reduced 85.93%
|