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 |
|---|---|---|---|---|---|
|
Ifm Investors Pty LTD
|
Oct 14, 2025 Q3 2025 |
333,031
shares
|
$30.6 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2025 Q3 2025 |
331,666
shares
|
$30.5 Million
0.06% of portfolio
|
Q3 2025
Added 62.24%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
330,700
shares
|
$30.4 Million
0.11% of portfolio
|
Q3 2025
Added 16.01%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
330,283
shares
|
$30.4 Million
0.51% of portfolio
|
Q4 2025
Added 6690.36%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
329,671
shares
|
$30.3 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
328,589
shares
|
$30.2 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
328,157
shares
|
$30.2 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
327,803
shares
|
$30.1 Million
1.95% of portfolio
|
Q3 2025
Added 16849.48%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
327,487
shares
|
$30.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.91%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
325,281
shares
|
$29.9 Million
0.76% of portfolio
|
Q3 2025
Added 198.76%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Nov 04, 2025 Q3 2025 |
323,079
shares
|
$29.7 Million
0.33% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
313,603
shares
|
$28.8 Million
0.06% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
313,339
shares
|
$28.8 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
313,178
shares
|
$28.8 Million
0.05% of portfolio
|
Q3 2025
Added 28.45%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2025 Q3 2025 |
312,880
shares
|
$28.8 Million
2.71% of portfolio
|
Q3 2025
Added 670.64%
|
|
|
Hst Ventures, LLC
|
Nov 14, 2024 Q3 2024 |
309,505
shares
|
$28.4 Million
5.68% of portfolio
|
Q3 2024
Added 342.38%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
302,036
shares
|
$27.8 Million
0.27% of portfolio
|
Q3 2025
Added 154.0%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
301,720
shares
|
$27.7 Million
0.57% of portfolio
|
Q3 2025
Added 173.56%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
299,389
shares
|
$27.5 Million
0.27% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
299,240
shares
|
$27.5 Million
1.79% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
Axa Investment Managers S.A.
Puteaux, I0 |
Nov 14, 2025 Q3 2025 |
299,239
shares
|
$27.5 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
299,065
shares
|
$27.5 Million
0.09% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
Dec 29, 2025 Q3 2025 |
296,441
shares
|
$27.2 Million
0.15% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
296,409
shares
|
$27.2 Million
0.12% of portfolio
|
Q3 2025
Added 34.37%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
293,085
shares
|
$26.9 Million
0.17% of portfolio
|
Q3 2025
Added 34.77%
|
|