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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,028,313
shares
|
$278 Million
0.06% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
2,748,409
shares
|
$253 Million
0.51% of portfolio
|
Q3 2025
Added 42.66%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
2,738,851
shares
|
$252 Million
0.28% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
2,722,654
shares
|
$250 Million
0.14% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
2,713,024
shares
|
$249 Million
0.24% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,555,620
shares
|
$235 Million
0.41% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,538,784
shares
|
$233 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
2,507,197
shares
|
$230 Million
1.31% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
2,476,321
shares
|
$228 Million
0.47% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
2,438,515
shares
|
$224 Million
0.17% of portfolio
|
Q1 2024
Reduced 12.62%
|
|
|
Point State Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,408,147
shares
|
$221 Million
4.24% of portfolio
|
Q2 2025
Reduced 21.32%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
2,330,400
shares
|
$214 Million
0.94% of portfolio
|
Q3 2025
Reduced 12.54%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,323,444
shares
|
$214 Million
0.31% of portfolio
|
Q3 2025
Added 234.15%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,299,785
shares
|
$211 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,254,373
shares
|
$207 Million
0.24% of portfolio
|
Q3 2025
Added 32.84%
|
|
|
Darsana Capital Partners LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,250,000
shares
|
$207 Million
5.7% of portfolio
|
Q1 2025
New holding
|
|
|
Route One Investment Company, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,244,193
shares
|
$206 Million
8.11% of portfolio
|
Q3 2025
Reduced 10.78%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
2,206,320
shares
|
$203 Million
0.17% of portfolio
|
Q3 2025
Added 292.71%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,134,095
shares
|
$196 Million
0.25% of portfolio
|
Q3 2025
Reduced 88.94%
|
|
|
Assenagon Asset Management S.A.
|
Jan 09, 2026 Q4 2025 |
2,095,723
shares
|
$193 Million
0.3% of portfolio
|
Q4 2025
Added 4.83%
|
|
|
Findlay Park Partners LLP
London, X0 |
Nov 12, 2025 Q3 2025 |
2,095,269
shares
|
$193 Million
2.38% of portfolio
|
Q3 2025
Reduced 23.15%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,063,673
shares
|
$190 Million
4.28% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,994,892
shares
|
$183 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
1,975,293
shares
|
$182 Million
0.15% of portfolio
|
Q3 2025
Reduced 30.87%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
1,972,536
shares
|
$181 Million
0.25% of portfolio
|
Q3 2025
Reduced 18.93%
|
|