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 |
|---|---|---|---|---|---|
|
Nearwater Capital Markets, LTD
New York, NY |
Nov 13, 2025 Q3 2025 |
1,424,879
shares
|
$131 Million
1.82% of portfolio
|
Q2 2025
Added 1324.88%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,415,784
shares
|
$130 Million
0.02% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
New York State Teachers Retirement System
|
Oct 24, 2025 Q3 2025 |
1,394,190
shares
|
$128 Million
0.26% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
1,390,283
shares
|
$128 Million
1.77% of portfolio
|
Q4 2022
Reduced 7.84%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
1,379,801
shares
|
$127 Million
0.25% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,376,431
shares
|
$127 Million
0.12% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
1,368,312
shares
|
$126 Million
0.25% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Tom Gayner
Markel Corp
|
Oct 31, 2025 Q3 2025 |
1,364,800
shares
|
$125 Million
1.17% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,361,696
shares
|
$125 Million
2.52% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Parnassus Investments, LLC
|
Oct 24, 2025 Q3 2025 |
1,355,531
shares
|
$125 Million
0.32% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
1,355,181
shares
|
$125 Million
0.19% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Abrdn PLC
|
Jan 16, 2026 Q4 2025 |
1,346,939
shares
|
$124 Million
0.2% of portfolio
|
Q4 2025
Added 39.31%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,327,444
shares
|
$122 Million
1.86% of portfolio
|
Q3 2025
Reduced 34.58%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Nov 13, 2025 Q3 2025 |
1,321,220
shares
|
$121 Million
0.28% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,279,360
shares
|
$118 Million
0.51% of portfolio
|
Q3 2025
Added 78.12%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,264,176
shares
|
$116 Million
0.54% of portfolio
|
Q3 2025
Added 200.21%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,247,600
shares
|
$115 Million
0.97% of portfolio
|
Q3 2025
Reduced 29.42%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
1,239,317
shares
|
$114 Million
0.14% of portfolio
|
Q3 2025
Reduced 33.22%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,231,381
shares
|
$113 Million
0.39% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Bristol John W & CO Inc
|
Nov 13, 2025 Q3 2025 |
1,209,333
shares
|
$111 Million
1.97% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
1,200,752
shares
|
$110 Million
0.38% of portfolio
|
Q3 2022
Added 4.48%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
1,186,146
shares
|
$109 Million
0.2% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Nov 12, 2025 Q3 2025 |
1,162,602
shares
|
$107 Million
0.28% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
1,152,841
shares
|
$106 Million
0.16% of portfolio
|
Q4 2025
Added 2.1%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
1,142,319
shares
|
$105 Million
0.42% of portfolio
|
Q3 2025
Added 18.08%
|
|