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 2,327 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Trust Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
69,372
shares
|
$6.4 Million
2.49% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Legal Advantage Investments, Inc.
|
May 13, 2025 Q1 2025 |
67,900
shares
|
$6.27 Million
3.08% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
67,761
shares
|
$6.26 Million
3.69% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
67,719
shares
|
$6.25 Million
0.26% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
67,694
shares
|
$6.25 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
66,955
shares
|
$6.18 Million
1.17% of portfolio
|
Q1 2025
Reduced 49.74%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
66,378
shares
|
$6.13 Million
2.36% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
65,891
shares
|
$6.08 Million
0.05% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
65,182
shares
|
$6.02 Million
2.15% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
64,505
shares
|
$5.96 Million
1.59% of portfolio
|
Q3 2023
Added 4.03%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
64,421
shares
|
$5.95 Million
1.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Lgt Group Foundation
|
May 13, 2025 Q1 2025 |
64,203
shares
|
$5.93 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
63,766
shares
|
$5.89 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
63,617
shares
|
$5.87 Million
0.15% of portfolio
|
Q1 2025
Added 33.98%
|
|
|
Achmea Investment Management B.V.
|
Apr 24, 2025 Q1 2025 |
63,395
shares
|
$5.85 Million
0.07% of portfolio
|
Q1 2025
Added 44.8%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
63,366
shares
|
$5.85 Million
0.23% of portfolio
|
Q4 2024
Reduced 27.4%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
63,214
shares
|
$5.84 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
63,010
shares
|
$5.82 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
62,383
shares
|
$5.76 Million
0.06% of portfolio
|
Q1 2025
Added 17.47%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
62,343
shares
|
$5.76 Million
2.37% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
62,271
shares
|
$5.75 Million
0.09% of portfolio
|
Q1 2025
Reduced 45.01%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
62,087
shares
|
$5.73 Million
0.58% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
62,040
shares
|
$5.73 Million
0.07% of portfolio
|
Q1 2025
Added 26.42%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
61,889
shares
|
$5.71 Million
1.11% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
61,560
shares
|
$5.68 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.15%
|