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 |
|---|---|---|---|---|---|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
1,963,318
shares
|
$180 Million
0.66% of portfolio
|
Q3 2025
Reduced 10.16%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
1,914,212
shares
|
$176 Million
0.17% of portfolio
|
Q3 2025
Reduced 12.63%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,888,236
shares
|
$174 Million
0.03% of portfolio
|
Q3 2025
Added 201.62%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,849,024
shares
|
$170 Million
0.34% of portfolio
|
Q3 2025
Reduced 23.94%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,815,901
shares
|
$167 Million
0.21% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,810,337
shares
|
$166 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,803,240
shares
|
$166 Million
0.07% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
Nov 07, 2025 Q3 2025 |
1,771,276
shares
|
$163 Million
3.1% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,712,712
shares
|
$157 Million
0.05% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
1,706,322
shares
|
$157 Million
0.18% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
1,693,542
shares
|
$156 Million
0.2% of portfolio
|
Q3 2025
Reduced 41.49%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
1,665,518
shares
|
$153 Million
0.2% of portfolio
|
Q3 2025
Added 42.95%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,663,639
shares
|
$153 Million
0.27% of portfolio
|
Q3 2025
Reduced 13.1%
|
|
|
Cooke & Bieler LP
|
Oct 31, 2025 Q3 2025 |
1,618,567
shares
|
$149 Million
1.75% of portfolio
|
Q3 2025
Reduced 28.24%
|
|
|
North Peak Capital Management, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,594,496
shares
|
$147 Million
13.34% of portfolio
|
Q3 2025
Reduced 23.91%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
1,588,423
shares
|
$146 Million
0.17% of portfolio
|
Q3 2025
Reduced 21.82%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 17, 2025 Q3 2025 |
1,575,776
shares
|
$145 Million
5.61% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
1,537,222
shares
|
$141 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Robeco Institutional Asset Management B.V.
|
Oct 22, 2025 Q3 2025 |
1,503,285
shares
|
$138 Million
0.22% of portfolio
|
Q3 2025
Added 225.78%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2025 Q3 2025 |
1,495,901
shares
|
$137 Million
0.52% of portfolio
|
Q3 2025
Added 154.16%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,492,813
shares
|
$137 Million
0.2% of portfolio
|
Q3 2025
Reduced 15.87%
|
|
|
Veritas Asset Management LLP
|
Nov 04, 2025 Q3 2025 |
1,488,189
shares
|
$137 Million
1.65% of portfolio
|
Q3 2025
Reduced 33.06%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
1,482,661
shares
|
$136 Million
0.41% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
1,457,689
shares
|
$134 Million
0.26% of portfolio
|
Q3 2025
Added 170.76%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2025 Q3 2025 |
1,428,604
shares
|
$131 Million
0.29% of portfolio
|
Q3 2025
Added 19.2%
|
|