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 |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
55,377
shares
|
$5.1 Million
0.2% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
55,374
shares
|
$5.1 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
55,283
shares
|
$5.09 Million
4.64% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Icici Prudential Asset Management CO LTD
|
Aug 11, 2025 Q2 2025 |
55,080
shares
|
$5.07 Million
0.65% of portfolio
|
Q2 2025
Reduced 32.07%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
55,025
shares
|
$5.07 Million
0.73% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
54,979
shares
|
$5.06 Million
0.63% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
54,850
shares
|
$5.05 Million
2.2% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
54,670
shares
|
$5.03 Million
0.06% of portfolio
|
Q2 2025
Added 21.8%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
54,486
shares
|
$5.02 Million
0.08% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
54,453
shares
|
$5.01 Million
0.12% of portfolio
|
Q3 2023
Added 12.63%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
54,341
shares
|
$5 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
54,278
shares
|
$5 Million
0.19% of portfolio
|
Q2 2025
Added 142.1%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
54,265
shares
|
$5 Million
0.41% of portfolio
|
Q2 2025
Added 1228.4%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
54,113
shares
|
$4.98 Million
0.07% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
53,310
shares
|
$4.91 Million
1.09% of portfolio
|
Q2 2025
Added 131.79%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
53,278
shares
|
$4.91 Million
0.16% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
53,243
shares
|
$4.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
53,139
shares
|
$4.89 Million
0.33% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
53,093
shares
|
$4.89 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
53,037
shares
|
$4.88 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
52,850
shares
|
$4.87 Million
1.82% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
52,261
shares
|
$4.81 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
52,234
shares
|
$4.81 Million
0.71% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
51,826
shares
|
$4.77 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
51,469
shares
|
$4.74 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.21%
|