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 2,535 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 |
|---|---|---|---|---|---|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
256,262
shares
|
$23.6 Million
0.1% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
251,003
shares
|
$23.1 Million
7.07% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
250,706
shares
|
$23 Million
0.22% of portfolio
|
Q3 2025
Added 56.6%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
249,660
shares
|
$22.9 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
249,459
shares
|
$22.9 Million
1.07% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
249,161
shares
|
$22.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.9%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 13, 2025 Q3 2025 |
248,356
shares
|
$22.8 Million
0.14% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
244,955
shares
|
$22.5 Million
0.3% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
244,491
shares
|
$22.5 Million
1.04% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
244,307
shares
|
$22.5 Million
0.12% of portfolio
|
Q3 2025
Added 41.25%
|
|
|
Tpi Fund Managers LTD
|
Aug 08, 2022 Q2 2022 |
242,153
shares
|
$22.3 Million
2.56% of portfolio
|
Q2 2022
Added 2.49%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
241,123
shares
|
$22.2 Million
0.31% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Dudley & Shanley, Inc.
|
Jan 09, 2026 Q4 2025 |
240,933
shares
|
$22.1 Million
3.81% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
238,341
shares
|
$21.9 Million
2.18% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
237,770
shares
|
$21.9 Million
0.51% of portfolio
|
Q4 2022
Reduced 1.83%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
237,455
shares
|
$21.8 Million
0.73% of portfolio
|
Q4 2025
Reduced 10.77%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 13, 2025 Q3 2025 |
235,471
shares
|
$21.6 Million
0.17% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
231,645
shares
|
$21.3 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
229,984
shares
|
$21.1 Million
0.18% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
226,656
shares
|
$20.8 Million
0.81% of portfolio
|
Q3 2025
Added 26.93%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
225,510
shares
|
$20.7 Million
0.11% of portfolio
|
Q3 2025
Added 22.06%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
224,217
shares
|
$20.6 Million
0.61% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Oct 20, 2025 Q3 2025 |
223,600
shares
|
$20.6 Million
0.14% of portfolio
|
Q3 2025
Added 20.22%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
223,263
shares
|
$20.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
220,261
shares
|
$20.2 Million
0.14% of portfolio
|
Q3 2024
Added 43.64%
|
|