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 |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
2,028,959
shares
|
$187 Million
2.63% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,006,333
shares
|
$185 Million
0.29% of portfolio
|
Q2 2025
Added 29.66%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
1,994,936
shares
|
$184 Million
6.06% of portfolio
|
Q2 2025
Added 65501.32%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
1,926,506
shares
|
$177 Million
0.39% of portfolio
|
Q2 2025
Reduced 27.44%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,914,339
shares
|
$176 Million
0.31% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
May 13, 2025 Q1 2025 |
1,868,430
shares
|
$172 Million
2.67% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,857,721
shares
|
$171 Million
0.28% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
1,855,781
shares
|
$171 Million
0.21% of portfolio
|
Q2 2025
Reduced 39.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,803,240
shares
|
$166 Million
0.07% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
1,790,097
shares
|
$165 Million
0.09% of portfolio
|
Q2 2025
Reduced 73.86%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,774,426
shares
|
$163 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,767,600
shares
|
$163 Million
1.18% of portfolio
|
Q2 2025
Added 77.54%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
1,748,922
shares
|
$161 Million
0.3% of portfolio
|
Q2 2025
Added 367.06%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,696,997
shares
|
$156 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,627,650
shares
|
$150 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Aug 13, 2025 Q2 2025 |
1,581,022
shares
|
$146 Million
0.26% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Aug 13, 2025 Q2 2025 |
1,567,495
shares
|
$144 Million
5.45% of portfolio
|
Q2 2025
Added 65.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,558,238
shares
|
$144 Million
0.05% of portfolio
|
Q2 2025
Added 15.56%
|
|
|
Holocene Advisors, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,547,835
shares
|
$143 Million
0.37% of portfolio
|
Q2 2025
Added 34.28%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
1,545,740
shares
|
$142 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,534,596
shares
|
$141 Million
0.11% of portfolio
|
Q2 2025
Reduced 80.62%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
1,477,391
shares
|
$136 Million
0.18% of portfolio
|
Q2 2025
Added 83.0%
|
|
|
Intermede Investment Partners LTD
|
Aug 14, 2025 Q2 2025 |
1,466,510
shares
|
$135 Million
4.13% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
1,448,778
shares
|
$133 Million
0.41% of portfolio
|
Q1 2025
Added 52.28%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Aug 13, 2025 Q2 2025 |
1,424,879
shares
|
$131 Million
2.08% of portfolio
|
Q2 2025
Added 1324.88%
|