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 |
|---|---|---|---|---|---|
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
Nov 14, 2025 Q3 2025 |
83,300
shares
|
$7.66 Million
3.52% of portfolio
|
Q3 2025
Reduced 12.13%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
83,256
shares
|
$7.65 Million
0.04% of portfolio
|
Q3 2025
Reduced 65.55%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
83,135
shares
|
$7.64 Million
0.12% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
82,404
shares
|
$7.57 Million
0.21% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
80,059
shares
|
$7.36 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Resolute Capital Asset Partners LLC
Denver, CO |
Nov 14, 2025 Q3 2025 |
80,000
shares
|
$7.35 Million
4.64% of portfolio
|
Q3 2025
Added 119.77%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
79,614
shares
|
$7.32 Million
0.16% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
79,378
shares
|
$7.3 Million
1.11% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
79,016
shares
|
$7.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
78,739
shares
|
$7.24 Million
0.59% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
78,658
shares
|
$7.23 Million
0.04% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
77,389
shares
|
$7.11 Million
0.57% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
77,187
shares
|
$7.09 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
77,074
shares
|
$7.08 Million
2.58% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2025 Q3 2025 |
76,650
shares
|
$7.04 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
75,843
shares
|
$6.97 Million
1.17% of portfolio
|
Q4 2025
Added 6.36%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
75,649
shares
|
$6.95 Million
4.42% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
75,638
shares
|
$6.95 Million
0.78% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Parkwood LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
75,532
shares
|
$6.94 Million
0.66% of portfolio
|
Q3 2025
Reduced 66.17%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 07, 2025 Q3 2025 |
75,500
shares
|
$6.94 Million
0.08% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
75,441
shares
|
$6.93 Million
0.08% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 12, 2026 Q4 2025 |
74,479
shares
|
$6.85 Million
0.97% of portfolio
|
Q4 2025
Added 198.84%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
73,882
shares
|
$6.79 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
73,668
shares
|
$6.77 Million
0.04% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
73,493
shares
|
$6.75 Million
0.41% of portfolio
|
Q2 2024
Reduced 4.01%
|
|