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 2,332 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 |
|---|---|---|---|---|---|
|
Svenska Handelsbanken Ab (Publ)
|
Jul 09, 2025 Q2 2025 |
56,230
shares
|
$5.21 Million
4.84% of portfolio
|
Q2 2025
Added 358.09%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
56,098
shares
|
$5.2 Million
2.07% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
55,899
shares
|
$5.18 Million
0.22% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
55,703
shares
|
$5.16 Million
0.05% of portfolio
|
Q1 2025
Reduced 72.88%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
55,682
shares
|
$5.16 Million
0.13% of portfolio
|
Q1 2025
Reduced 47.59%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
55,647
shares
|
$5.16 Million
0.16% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
55,553
shares
|
$5.15 Million
0.27% of portfolio
|
Q1 2025
Added 34.29%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
55,523
shares
|
$5.15 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
55,440
shares
|
$5.14 Million
1.85% of portfolio
|
Q3 2022
Added 1.17%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
55,025
shares
|
$5.1 Million
0.73% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
54,943
shares
|
$5.09 Million
0.9% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
54,734
shares
|
$5.07 Million
1.61% of portfolio
|
Q1 2025
Added 767.42%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
54,528
shares
|
$5.05 Million
0.8% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
54,453
shares
|
$5.05 Million
0.12% of portfolio
|
Q3 2023
Added 12.63%
|
|
|
Intrinsic Value Partners, LLC
|
May 08, 2025 Q1 2025 |
54,238
shares
|
$5.03 Million
4.34% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
54,200
shares
|
$5.02 Million
0.07% of portfolio
|
Q1 2025
Added 14.19%
|
|
|
William Allan, LLC
|
May 05, 2025 Q1 2025 |
54,155
shares
|
$5.02 Million
2.76% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
54,122
shares
|
$5.02 Million
0.18% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
54,061
shares
|
$5.01 Million
0.07% of portfolio
|
Q1 2025
Added 728.27%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
53,842
shares
|
$4.99 Million
0.9% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
53,545
shares
|
$4.96 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
53,312
shares
|
$4.94 Million
0.11% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
53,054
shares
|
$4.92 Million
0.1% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
52,946
shares
|
$4.91 Million
0.04% of portfolio
|
Q1 2025
Added 16.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
52,882
shares
|
$4.9 Million
0.15% of portfolio
|
Q1 2025
Added 6.2%
|