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 |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
58,410
shares
|
$5.37 Million
1.48% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
58,224
shares
|
$5.35 Million
1.04% of portfolio
|
Q4 2025
Reduced 4.65%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
57,860
shares
|
$5.32 Million
0.06% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
57,637
shares
|
$5.3 Million
0.2% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
57,178
shares
|
$5.26 Million
0.53% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 14, 2026 Q4 2025 |
57,092
shares
|
$5.25 Million
2.12% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
57,070
shares
|
$5.25 Million
0.91% of portfolio
|
Q3 2025
Added 81.79%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
57,039
shares
|
$5.24 Million
0.37% of portfolio
|
Q3 2025
Added 66.42%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
57,034
shares
|
$5.24 Million
0.24% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Harrington Investments, Inc
|
Jan 12, 2026 Q4 2025 |
56,657
shares
|
$5.21 Million
2.66% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
56,520
shares
|
$5.19 Million
2.29% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
56,358
shares
|
$5.18 Million
0.04% of portfolio
|
Q3 2025
Added 31.55%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
55,547
shares
|
$5.11 Million
0.2% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
55,523
shares
|
$5.1 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
55,476
shares
|
$5.1 Million
0.45% of portfolio
|
Q3 2025
Added 492.69%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
55,440
shares
|
$5.1 Million
1.85% of portfolio
|
Q3 2022
Added 1.17%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
55,418
shares
|
$5.09 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 07, 2025 Q3 2025 |
55,080
shares
|
$5.06 Million
0.57% of portfolio
|
Q2 2025
Reduced 32.07%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
55,034
shares
|
$5.06 Million
0.07% of portfolio
|
Q3 2025
Added 58.54%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
55,025
shares
|
$5.06 Million
0.73% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 14, 2025 Q3 2025 |
54,903
shares
|
$5.05 Million
4.39% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
54,633
shares
|
$5.02 Million
0.13% of portfolio
|
Q3 2025
Added 16.44%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
54,522
shares
|
$5.01 Million
0.05% of portfolio
|
Q4 2025
Added 5.39%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
54,453
shares
|
$5 Million
0.12% of portfolio
|
Q3 2023
Added 12.63%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
54,384
shares
|
$5 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.19%
|
|