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 |
|---|---|---|---|---|---|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
93,139
shares
|
$8.56 Million
1.13% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
92,824
shares
|
$8.53 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
92,574
shares
|
$8.51 Million
0.59% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
M&G PLC
London, X0 |
Nov 07, 2025 Q3 2025 |
91,474
shares
|
$8.41 Million
0.05% of portfolio
|
Q3 2025
Reduced 20.35%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
91,227
shares
|
$8.38 Million
0.57% of portfolio
|
Q4 2022
Added 331.82%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
90,665
shares
|
$8.33 Million
0.09% of portfolio
|
Q2 2022
Added 46.05%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
90,478
shares
|
$8.32 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Nov 13, 2025 Q3 2025 |
89,530
shares
|
$8.23 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
89,224
shares
|
$8.2 Million
0.3% of portfolio
|
Q3 2025
Added 82.21%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
88,714
shares
|
$8.15 Million
0.52% of portfolio
|
Q3 2025
Reduced 16.11%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
88,700
shares
|
$8.15 Million
0.2% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
88,438
shares
|
$8.13 Million
1.05% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
88,378
shares
|
$8.12 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Nov 14, 2025 Q3 2025 |
88,008
shares
|
$8.09 Million
2.06% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
86,682
shares
|
$7.97 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
86,674
shares
|
$7.97 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Hemenway Trust CO LLC
|
Nov 07, 2025 Q3 2025 |
85,682
shares
|
$7.88 Million
0.66% of portfolio
|
Q3 2025
Added 57.9%
|
|
|
Louisiana State Employees Retirement System
|
Jan 16, 2026 Q4 2025 |
85,300
shares
|
$7.84 Million
0.14% of portfolio
|
Q4 2025
Reduced 4.69%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
85,112
shares
|
$7.82 Million
0.18% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
84,837
shares
|
$7.8 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
84,650
shares
|
$7.78 Million
1.28% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
84,460
shares
|
$7.76 Million
2.17% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
84,096
shares
|
$7.73 Million
0.54% of portfolio
|
Q3 2025
Reduced 10.47%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
83,502
shares
|
$7.67 Million
0.01% of portfolio
|
Q3 2025
Added 162.4%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
83,376
shares
|
$7.66 Million
0.13% of portfolio
|
Q3 2025
Added 61.99%
|
|