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 |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
71,167
shares
|
$6.55 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
70,688
shares
|
$6.51 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Achmea Investment Management B.V.
|
Aug 06, 2025 Q2 2025 |
69,625
shares
|
$6.41 Million
0.08% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
69,519
shares
|
$6.4 Million
1.07% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
69,115
shares
|
$6.36 Million
1.28% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jul 22, 2025 Q2 2025 |
68,976
shares
|
$6.35 Million
4.18% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
68,546
shares
|
$6.31 Million
0.18% of portfolio
|
Q2 2025
Added 23.1%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
68,478
shares
|
$6.31 Million
0.15% of portfolio
|
Q2 2025
Added 94.2%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
68,390
shares
|
$6.3 Million
0.28% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
68,292
shares
|
$6.29 Million
0.56% of portfolio
|
Q2 2025
Added 4340.31%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
67,679
shares
|
$6.23 Million
3.87% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
67,428
shares
|
$6.21 Million
0.67% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
67,179
shares
|
$6.19 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
67,000
shares
|
$6.17 Million
1.02% of portfolio
|
Q2 2025
New holding
|
|
|
Legal Advantage Investments, Inc.
|
Jul 25, 2025 Q2 2025 |
66,660
shares
|
$6.14 Million
3.02% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
66,078
shares
|
$6.09 Million
2.26% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
65,816
shares
|
$6.06 Million
0.08% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
64,505
shares
|
$5.94 Million
1.59% of portfolio
|
Q3 2023
Added 4.03%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
64,421
shares
|
$5.93 Million
1.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
64,291
shares
|
$5.92 Million
0.31% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
63,010
shares
|
$5.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
62,379
shares
|
$5.74 Million
0.34% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
62,343
shares
|
$5.74 Million
2.37% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
62,240
shares
|
$5.73 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
61,889
shares
|
$5.7 Million
1.11% of portfolio
|
Q2 2025
Added 2.57%
|