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 |
|---|---|---|---|---|---|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
219,996
shares
|
$20.2 Million
0.19% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
218,988
shares
|
$20.1 Million
3.32% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
218,711
shares
|
$20.1 Million
3.02% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
216,491
shares
|
$19.9 Million
0.09% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
215,667
shares
|
$19.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
215,547
shares
|
$19.8 Million
0.13% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
215,181
shares
|
$19.8 Million
0.12% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
212,302
shares
|
$19.5 Million
0.25% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 16, 2026 Q4 2025 |
211,910
shares
|
$19.5 Million
1.3% of portfolio
|
Q4 2025
Added 470.23%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
211,671
shares
|
$19.5 Million
0.23% of portfolio
|
Q3 2025
Reduced 30.16%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
210,531
shares
|
$19.3 Million
4.5% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
207,833
shares
|
$19.1 Million
0.63% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
207,281
shares
|
$19.1 Million
0.11% of portfolio
|
Q3 2025
Reduced 31.24%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
205,278
shares
|
$18.9 Million
0.22% of portfolio
|
Q3 2025
Added 118.78%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 07, 2025 Q3 2025 |
205,018
shares
|
$18.8 Million
0.15% of portfolio
|
Q3 2025
Added 47.88%
|
|
|
Addenda Capital Inc.
|
Oct 09, 2025 Q3 2025 |
202,348
shares
|
$18.6 Million
0.77% of portfolio
|
Q3 2025
Added 25.73%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
201,406
shares
|
$18.5 Million
4.56% of portfolio
|
Q3 2025
Reduced 24.03%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
199,058
shares
|
$18.3 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
198,886
shares
|
$18.3 Million
0.1% of portfolio
|
Q4 2025
Reduced 6.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
198,884
shares
|
$18.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 10.48%
|
|
|
Courant Investment Management LLC
|
Oct 30, 2025 Q3 2025 |
198,499
shares
|
$18.2 Million
15.02% of portfolio
|
Q3 2021
Reduced 13.13%
|
|
|
Goodman Financial Corp
Houston, TX |
Jan 08, 2026 Q4 2025 |
198,151
shares
|
$18.2 Million
3.8% of portfolio
|
Q4 2025
Added 1.91%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
197,179
shares
|
$18.1 Million
0.07% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
196,503
shares
|
$18.1 Million
0.2% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
196,247
shares
|
$18 Million
0.72% of portfolio
|
Q3 2025
Reduced 7.1%
|
|