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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
873,197
shares
|
$80.3 Million
0.18% of portfolio
|
Q3 2025
Added 21.58%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
Nov 14, 2025 Q3 2025 |
870,072
shares
|
$80 Million
1.23% of portfolio
|
Q3 2025
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
862,538
shares
|
$79.3 Million
0.13% of portfolio
|
Q3 2025
Reduced 29.09%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
850,757
shares
|
$78.2 Million
0.11% of portfolio
|
Q3 2025
Added 30.61%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
823,413
shares
|
$75.7 Million
0.05% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
822,313
shares
|
$75.6 Million
1.73% of portfolio
|
Q3 2025
Reduced 9.07%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
818,026
shares
|
$75.2 Million
0.1% of portfolio
|
Q3 2025
Added 43.82%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
813,935
shares
|
$74.8 Million
1.54% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
809,610
shares
|
$74.4 Million
0.96% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
803,803
shares
|
$73.9 Million
0.55% of portfolio
|
Q3 2022
Added 1.21%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
803,609
shares
|
$73.9 Million
0.19% of portfolio
|
Q3 2025
Reduced 48.08%
|
|
|
Central Securities Corp
New York, NY |
Nov 12, 2025 Q3 2025 |
800,000
shares
|
$73.5 Million
6.47% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2025 Q3 2025 |
789,876
shares
|
$72.6 Million
0.21% of portfolio
|
Q3 2025
Added 456.79%
|
|
|
Ninety One Uk LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
768,604
shares
|
$70.6 Million
0.17% of portfolio
|
Q3 2025
Reduced 16.24%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
763,861
shares
|
$70.2 Million
0.22% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 12, 2025 Q3 2025 |
763,700
shares
|
$70.2 Million
4.05% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2025 Q3 2025 |
761,816
shares
|
$70 Million
0.08% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Thornburg Investment Management Inc
|
Nov 12, 2025 Q3 2025 |
756,005
shares
|
$69.5 Million
1.03% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
752,370
shares
|
$69.2 Million
0.05% of portfolio
|
Q2 2023
Added 8.87%
|
|
|
Paralel Advisors LLC
|
Nov 03, 2025 Q3 2025 |
750,000
shares
|
$68.9 Million
2.86% of portfolio
|
Q2 2023
Added 114.29%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
749,163
shares
|
$68.9 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
747,319
shares
|
$68.7 Million
2.15% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
743,003
shares
|
$68.3 Million
0.13% of portfolio
|
Q4 2025
Reduced 3.65%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
738,079
shares
|
$67.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
735,027
shares
|
$67.6 Million
0.53% of portfolio
|
Q3 2025
Added 42.47%
|
|