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 |
|---|---|---|---|---|---|
|
Scopus Asset Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
100,000
shares
|
$9.19 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
99,832
shares
|
$9.18 Million
0.07% of portfolio
|
Q3 2025
Added 130.97%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
99,493
shares
|
$9.14 Million
0.62% of portfolio
|
Q3 2025
Added 83.3%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
98,280
shares
|
$9.03 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
98,058
shares
|
$9.01 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
97,931
shares
|
$9 Million
0.05% of portfolio
|
Q3 2025
Reduced 26.09%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
97,880
shares
|
$9 Million
5.44% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
97,565
shares
|
$8.97 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
97,398
shares
|
$8.95 Million
0.04% of portfolio
|
Q3 2025
Reduced 50.19%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Oct 30, 2025 Q3 2025 |
97,214
shares
|
$8.93 Million
0.13% of portfolio
|
Q3 2025
Added 20.66%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
97,058
shares
|
$8.92 Million
0.2% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
96,565
shares
|
$8.88 Million
0.13% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
96,161
shares
|
$8.84 Million
1.22% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
95,948
shares
|
$8.82 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
95,607
shares
|
$8.79 Million
0.23% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
95,500
shares
|
$8.78 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
95,293
shares
|
$8.76 Million
0.08% of portfolio
|
Q3 2025
Reduced 11.99%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
95,129
shares
|
$8.74 Million
0.61% of portfolio
|
Q4 2025
Reduced 2.2%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Nov 06, 2025 Q3 2025 |
95,120
shares
|
$8.74 Million
0.39% of portfolio
|
Q2 2025
Added 23.46%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
94,754
shares
|
$8.71 Million
0.45% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
94,206
shares
|
$8.66 Million
0.29% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
93,769
shares
|
$8.62 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
93,729
shares
|
$8.61 Million
5.05% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
93,704
shares
|
$8.61 Million
2.28% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
93,558
shares
|
$8.6 Million
0.09% of portfolio
|
Q3 2025
Added 2.95%
|
|