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 2,527 institutions that hold shares in the stock, with a total of 1.43 Billion shares, which have been reported (via 13F filing form) to have a value of $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
Nov 10, 2025 Q3 2025 |
603,605
shares
|
$55.5 Million
0.31% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
598,361
shares
|
$55 Million
0.16% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
594,452
shares
|
$54.6 Million
0.15% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2025 Q3 2025 |
589,042
shares
|
$54.1 Million
4.4% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
587,497
shares
|
$54 Million
0.18% of portfolio
|
Q4 2025
Added 33.79%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 24, 2025 Q3 2025 |
583,938
shares
|
$53.7 Million
3.93% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
578,318
shares
|
$53.2 Million
0.11% of portfolio
|
Q3 2025
Added 218.12%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
567,858
shares
|
$52.2 Million
0.18% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
564,196
shares
|
$51.9 Million
0.07% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Mount Capital LTD
|
Nov 13, 2025 Q3 2025 |
556,678
shares
|
$51.2 Million
19.06% of portfolio
|
Q3 2024
Added 22.29%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
554,852
shares
|
$51 Million
0.15% of portfolio
|
Q3 2025
Added 74.63%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
553,802
shares
|
$50.9 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
551,850
shares
|
$50.7 Million
0.14% of portfolio
|
Q3 2025
Reduced 48.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
530,596
shares
|
$48.8 Million
0.06% of portfolio
|
Q3 2025
Added 23.84%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 18, 2025 Q3 2025 |
529,796
shares
|
$48.7 Million
5.11% of portfolio
|
Q3 2025
Reduced 14.67%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
529,248
shares
|
$48.6 Million
0.16% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Syquant Capital Sas
|
Jan 13, 2026 Q4 2025 |
525,000
shares
|
$48.3 Million
6.42% of portfolio
|
Q4 2025
New holding
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
504,034
shares
|
$46.3 Million
0.27% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
492,375
shares
|
$45.3 Million
1.98% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Delta Global Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
491,677
shares
|
$45.2 Million
3.44% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
487,673
shares
|
$44.8 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
487,084
shares
|
$44.8 Million
1.28% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
483,300
shares
|
$44.4 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Premier Fund Managers LTD
|
Nov 10, 2025 Q3 2025 |
482,850
shares
|
$44.4 Million
1.92% of portfolio
|
Q3 2025
Reduced 46.58%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
475,381
shares
|
$43.7 Million
1.62% of portfolio
|
Q3 2025
Added 81.77%
|
|