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 |
|---|---|---|---|---|---|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,127,029
shares
|
$104 Million
0.28% of portfolio
|
Q2 2025
Reduced 46.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,113,723
shares
|
$103 Million
0.18% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,112,366
shares
|
$102 Million
0.77% of portfolio
|
Q2 2025
Reduced 28.53%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,103,363
shares
|
$102 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,096,914
shares
|
$101 Million
0.1% of portfolio
|
Q2 2025
Added 17.34%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
1,075,619
shares
|
$99.1 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
1,072,894
shares
|
$98.8 Million
0.24% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
1,044,292
shares
|
$96.2 Million
0.09% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
1,028,226
shares
|
$94.7 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Equity Investment Corp
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,028,062
shares
|
$94.7 Million
2.18% of portfolio
|
Q2 2025
Reduced 34.25%
|
|
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,023,658
shares
|
$94.3 Million
5.54% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
1,021,157
shares
|
$94 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
1,000,732
shares
|
$92.2 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
989,628
shares
|
$91.1 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Park Presidio Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
968,852
shares
|
$89.2 Million
9.37% of portfolio
|
Q2 2025
Added 166.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
967,869
shares
|
$89.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 95.28%
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
967,433
shares
|
$89.1 Million
0.34% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
961,439
shares
|
$88.5 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
957,596
shares
|
$88.2 Million
0.41% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
946,642
shares
|
$87.2 Million
0.22% of portfolio
|
Q2 2025
Added 37.85%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
931,267
shares
|
$85.8 Million
4.13% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
919,454
shares
|
$84.7 Million
0.25% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Ninety One Uk LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
917,619
shares
|
$84.5 Million
0.21% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
|
Par Capital Management Inc
Boston, MA |
Aug 14, 2025 Q2 2025 |
909,000
shares
|
$83.7 Million
2.72% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
908,537
shares
|
$83.7 Million
0.42% of portfolio
|
Q2 2025
New holding
|