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 |
|---|---|---|---|---|---|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
142,211
shares
|
$13.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 91.87%
|
|
|
Kinsale Capital Group, Inc.
|
Nov 05, 2025 Q3 2025 |
139,688
shares
|
$12.8 Million
2.44% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
138,944
shares
|
$12.8 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
138,697
shares
|
$12.7 Million
0.1% of portfolio
|
Q3 2025
Added 120.12%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
138,119
shares
|
$12.7 Million
0.25% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
138,021
shares
|
$12.7 Million
2.74% of portfolio
|
Q3 2022
Added 0.09%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
137,441
shares
|
$12.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Stony Point Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
136,929
shares
|
$12.6 Million
0.95% of portfolio
|
Q3 2025
New holding
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
136,448
shares
|
$12.5 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
135,888
shares
|
$12.5 Million
1.46% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
135,134
shares
|
$12.4 Million
0.34% of portfolio
|
Q4 2025
Added 5.95%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
134,228
shares
|
$12.3 Million
1.26% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 13, 2025 Q3 2025 |
133,597
shares
|
$12.3 Million
0.85% of portfolio
|
Q3 2025
New holding
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
133,461
shares
|
$12.3 Million
0.1% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
133,428
shares
|
$12.3 Million
0.08% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
132,547
shares
|
$12.2 Million
1.55% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
132,110
shares
|
$12.1 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
132,033
shares
|
$12.1 Million
1.92% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
131,565
shares
|
$12.1 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
129,839
shares
|
$11.9 Million
1.58% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
128,018
shares
|
$11.8 Million
0.08% of portfolio
|
Q3 2025
Added 20.78%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
127,838
shares
|
$11.7 Million
0.15% of portfolio
|
Q3 2025
Reduced 23.22%
|
|
|
Mizuho Markets Cayman LP
|
Nov 19, 2025 Q3 2025 |
127,093
shares
|
$11.7 Million
1.03% of portfolio
|
Q3 2025
New holding
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
126,545
shares
|
$11.6 Million
0.24% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
125,634
shares
|
$11.5 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.56%
|
|