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 |
|---|---|---|---|---|---|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
904,319
shares
|
$83.3 Million
1.77% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Premier Fund Managers LTD
|
Aug 11, 2025 Q2 2025 |
903,915
shares
|
$83.3 Million
2.97% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Abrdn PLC
|
Jul 24, 2025 Q2 2025 |
873,201
shares
|
$80.4 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.36%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
841,082
shares
|
$77.5 Million
0.94% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
826,339
shares
|
$76.1 Million
1.57% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Thornburg Investment Management Inc
|
Aug 12, 2025 Q2 2025 |
813,874
shares
|
$75 Million
1.04% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
813,453
shares
|
$74.9 Million
0.05% of portfolio
|
Q2 2025
Added 48.8%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
803,803
shares
|
$74 Million
0.55% of portfolio
|
Q3 2022
Added 1.21%
|
|
|
Central Securities Corp
New York, NY |
Aug 07, 2025 Q2 2025 |
800,000
shares
|
$73.7 Million
6.54% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Treasurer Of The State Of North Carolina
|
Aug 14, 2025 Q2 2025 |
797,239
shares
|
$73.4 Million
0.23% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Employees Retirement System Of Texas
|
Aug 12, 2025 Q2 2025 |
788,797
shares
|
$72.6 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Barr E S & CO
Lexington, KY |
Aug 12, 2025 Q2 2025 |
784,765
shares
|
$72.3 Million
4.2% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
755,839
shares
|
$69.6 Million
2.21% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
755,020
shares
|
$69.5 Million
0.08% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
754,686
shares
|
$69.5 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
752,699
shares
|
$69.3 Million
0.2% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
752,370
shares
|
$69.3 Million
0.05% of portfolio
|
Q2 2023
Added 8.87%
|
|
|
Paralel Advisors LLC
|
Jul 30, 2025 Q2 2025 |
750,000
shares
|
$69.1 Million
2.86% of portfolio
|
Q2 2023
Added 114.29%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
749,390
shares
|
$69 Million
0.06% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
740,267
shares
|
$68.2 Million
2.13% of portfolio
|
Q2 2025
Reduced 34.81%
|
|
|
Asset Management One Co., Ltd.
|
Jul 31, 2025 Q2 2025 |
729,490
shares
|
$67.2 Million
0.21% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
721,319
shares
|
$66.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
718,498
shares
|
$66.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
718,255
shares
|
$66.2 Million
0.3% of portfolio
|
Q2 2025
Added 3848.19%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
718,190
shares
|
$66.1 Million
0.16% of portfolio
|
Q2 2025
Added 66.51%
|