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 |
|---|---|---|---|---|---|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
114,734
shares
|
$10.5 Million
1.4% of portfolio
|
Q3 2023
Added 0.32%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
114,554
shares
|
$10.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Nicholas Company, Inc.
|
Nov 12, 2025 Q3 2025 |
114,467
shares
|
$10.5 Million
0.19% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2025 Q3 2025 |
112,903
shares
|
$10.4 Million
0.15% of portfolio
|
Q3 2025
Added 141.23%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
111,843
shares
|
$10.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 34.59%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
111,673
shares
|
$10.3 Million
0.46% of portfolio
|
Q3 2025
Added 29.38%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
110,926
shares
|
$10.2 Million
0.15% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
110,463
shares
|
$10.2 Million
0.1% of portfolio
|
Q3 2025
Added 17.54%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
109,683
shares
|
$10.1 Million
0.38% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
109,503
shares
|
$10.1 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
107,601
shares
|
$9.89 Million
0.68% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
107,391
shares
|
$9.87 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
107,152
shares
|
$9.85 Million
0.29% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
107,001
shares
|
$9.83 Million
0.64% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
106,554
shares
|
$9.79 Million
0.29% of portfolio
|
Q3 2025
Reduced 46.51%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
105,850
shares
|
$9.73 Million
1.52% of portfolio
|
Q1 2025
Reduced 55.48%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
105,236
shares
|
$9.67 Million
0.98% of portfolio
|
Q3 2025
Added 16.26%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
105,106
shares
|
$9.66 Million
0.04% of portfolio
|
Q2 2023
Reduced 47.03%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
104,505
shares
|
$9.61 Million
1.76% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
104,264
shares
|
$9.58 Million
0.21% of portfolio
|
Q3 2025
Reduced 16.41%
|
|
|
Timber Creek Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
103,728
shares
|
$9.53 Million
2.54% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
102,920
shares
|
$9.46 Million
0.33% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
101,029
shares
|
$9.29 Million
0.7% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
100,795
shares
|
$9.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Hartford Investment Management CO
|
Nov 04, 2025 Q3 2025 |
100,132
shares
|
$9.2 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.89%
|
|