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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
78,658
shares
|
$7.24 Million
0.04% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
77,569
shares
|
$7.14 Million
0.06% of portfolio
|
Q2 2025
Reduced 54.83%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
77,462
shares
|
$7.13 Million
2.38% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
77,389
shares
|
$7.13 Million
0.59% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
75,441
shares
|
$6.95 Million
0.08% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
75,048
shares
|
$6.91 Million
0.02% of portfolio
|
Q2 2025
Added 243.93%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
74,838
shares
|
$6.89 Million
1.12% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
74,755
shares
|
$6.88 Million
0.57% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
74,713
shares
|
$6.88 Million
0.19% of portfolio
|
Q2 2025
Added 2360.9%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
74,272
shares
|
$6.84 Million
0.11% of portfolio
|
Q2 2025
Reduced 24.27%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
74,042
shares
|
$6.82 Million
3.53% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
73,833
shares
|
$6.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
73,493
shares
|
$6.77 Million
0.41% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
73,307
shares
|
$6.75 Million
4.17% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
73,288
shares
|
$6.75 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
73,222
shares
|
$6.74 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
73,212
shares
|
$6.74 Million
0.33% of portfolio
|
Q2 2022
Reduced 23.22%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
73,208
shares
|
$6.74 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Birch Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
73,153
shares
|
$6.74 Million
3.52% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
73,052
shares
|
$6.73 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
72,780
shares
|
$6.7 Million
0.85% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
72,700
shares
|
$6.69 Million
0.51% of portfolio
|
Q2 2024
Added 8.29%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
72,348
shares
|
$6.66 Million
0.08% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 08, 2025 Q2 2025 |
72,200
shares
|
$6.65 Million
0.08% of portfolio
|
Q2 2025
Reduced 62.21%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
71,237
shares
|
$6.56 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.69%
|