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 |
|---|---|---|---|---|---|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Nov 06, 2025 Q3 2025 |
289,681
shares
|
$26.6 Million
0.24% of portfolio
|
Q3 2025
Added 21.93%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
288,816
shares
|
$26.5 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
287,613
shares
|
$26.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
284,159
shares
|
$26.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.22%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
284,130
shares
|
$26.1 Million
4.57% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
282,577
shares
|
$26 Million
0.84% of portfolio
|
Q4 2022
Reduced 0.49%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
281,930
shares
|
$25.9 Million
0.27% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Fjarde Ap Fonden
|
Oct 28, 2025 Q3 2025 |
281,260
shares
|
$25.9 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
279,254
shares
|
$25.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 19.45%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
277,665
shares
|
$25.5 Million
0.08% of portfolio
|
Q3 2025
Added 29.52%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
275,597
shares
|
$25.3 Million
0.23% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Hosking Partners LLP
|
Oct 23, 2025 Q3 2025 |
275,077
shares
|
$25.3 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Uss Investment Management LTD
|
Nov 13, 2025 Q3 2025 |
275,021
shares
|
$25.3 Million
0.13% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
272,551
shares
|
$25.1 Million
0.17% of portfolio
|
Q3 2025
Added 57.25%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
269,972
shares
|
$24.8 Million
1.01% of portfolio
|
Q4 2025
Added 2.56%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
267,750
shares
|
$24.6 Million
0.34% of portfolio
|
Q3 2025
Reduced 37.66%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
267,335
shares
|
$24.6 Million
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
266,174
shares
|
$24.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 30.77%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
265,157
shares
|
$24.4 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
265,119
shares
|
$24.4 Million
1.34% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Sg Americas Securities, LLC
|
Jan 09, 2026 Q4 2025 |
261,586
shares
|
$24 Million
0.03% of portfolio
|
Q4 2025
Reduced 46.54%
|
|
|
Pacific Heights Asset Management LLC
|
Oct 29, 2025 Q3 2025 |
260,000
shares
|
$23.9 Million
1.16% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
259,705
shares
|
$23.9 Million
1.43% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
258,584
shares
|
$23.8 Million
0.08% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Heron Bay Capital Management
|
Nov 12, 2025 Q3 2025 |
257,875
shares
|
$23.7 Million
4.82% of portfolio
|
Q3 2025
Reduced 2.67%
|
|