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 |
|---|---|---|---|---|---|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
390,217
shares
|
$35.9 Million
1.63% of portfolio
|
Q3 2025
Reduced 47.29%
|
|
|
Pm Capital LTD
|
Oct 19, 2023 Q3 2023 |
382,515
shares
|
$35.2 Million
6.45% of portfolio
|
Q3 2023
Added 73.97%
|
|
|
Allen Operations LLC
|
Nov 05, 2025 Q3 2025 |
380,215
shares
|
$34.9 Million
4.68% of portfolio
|
Q3 2025
Reduced 13.61%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
377,885
shares
|
$34.7 Million
0.33% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
376,796
shares
|
$34.6 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
374,179
shares
|
$34.4 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
370,337
shares
|
$34 Million
0.54% of portfolio
|
Q3 2025
Added 18.74%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
367,281
shares
|
$33.8 Million
0.27% of portfolio
|
Q3 2025
Added 214.15%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
365,719
shares
|
$33.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
364,760
shares
|
$33.5 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
363,344
shares
|
$33.4 Million
2.38% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Hardman Johnston Global Advisors LLC
|
Oct 27, 2025 Q3 2025 |
362,567
shares
|
$33.3 Million
1.75% of portfolio
|
Q3 2025
Reduced 18.39%
|
|
|
Greenstone Partners & Co., LLC
Larkspur, CA |
Aug 14, 2025 Q2 2025 |
361,845
shares
|
$33.3 Million
7.94% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
360,212
shares
|
$33.1 Million
0.12% of portfolio
|
Q3 2025
Added 142.4%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
358,502
shares
|
$32.9 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
353,560
shares
|
$32.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
353,404
shares
|
$32.5 Million
0.65% of portfolio
|
Q3 2024
Reduced 59.1%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
351,755
shares
|
$32.3 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
347,744
shares
|
$32 Million
0.18% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
347,408
shares
|
$31.9 Million
0.41% of portfolio
|
Q3 2025
Reduced 14.44%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
344,264
shares
|
$31.6 Million
0.13% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
340,829
shares
|
$31.3 Million
0.25% of portfolio
|
Q3 2025
Reduced 74.66%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
338,520
shares
|
$31.1 Million
3.89% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
336,056
shares
|
$30.9 Million
1.84% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2025 Q3 2025 |
335,180
shares
|
$30.8 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.37%
|
|