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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
718,498
shares
|
$66 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
715,405
shares
|
$65.8 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
708,344
shares
|
$65.1 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
700,377
shares
|
$64.4 Million
3.92% of portfolio
|
Q3 2022
Reduced 2.02%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Oct 14, 2025 Q3 2025 |
699,086
shares
|
$64.3 Million
1.2% of portfolio
|
Q3 2025
Added 7137.66%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
692,597
shares
|
$63.7 Million
3.03% of portfolio
|
Q3 2025
Reduced 25.63%
|
|
|
Candriam S.C.A.
|
Nov 05, 2025 Q3 2025 |
685,923
shares
|
$63 Million
0.36% of portfolio
|
Q3 2025
Added 486.04%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
681,752
shares
|
$62.7 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 06, 2025 Q3 2025 |
677,875
shares
|
$62.3 Million
0.25% of portfolio
|
Q3 2025
Added 67.99%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
676,207
shares
|
$62.2 Million
0.19% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
669,657
shares
|
$61.5 Million
0.05% of portfolio
|
Q3 2025
Added 31.8%
|
|
|
Mn Services Vermogensbeheer B.V.
|
Jan 15, 2026 Q4 2025 |
667,366
shares
|
$61.3 Million
0.41% of portfolio
|
Q4 2025
Added 1.86%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
665,805
shares
|
$61.2 Million
0.27% of portfolio
|
Q3 2025
Added 34.5%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
642,879
shares
|
$59.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 54.01%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
639,429
shares
|
$58.8 Million
0.46% of portfolio
|
Q3 2025
Reduced 42.52%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
637,171
shares
|
$58.6 Million
1.61% of portfolio
|
Q3 2025
Added 104.74%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2025 Q3 2025 |
630,886
shares
|
$58 Million
0.21% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
625,186
shares
|
$57.5 Million
1.9% of portfolio
|
Q3 2021
Added 48.1%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
622,171
shares
|
$57.2 Million
3.93% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
615,272
shares
|
$56.5 Million
0.24% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Handelsbanken Fonder Ab
|
Nov 12, 2025 Q3 2025 |
614,969
shares
|
$56.5 Million
0.19% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
614,240
shares
|
$56.5 Million
0.93% of portfolio
|
Q3 2025
Added 57.14%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
611,674
shares
|
$56.2 Million
1.95% of portfolio
|
Q3 2025
Added 78.73%
|
|
|
Caledonia Investments PLC
|
Nov 06, 2025 Q3 2025 |
611,000
shares
|
$56.2 Million
5.71% of portfolio
|
Q3 2025
Added 21.96%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 07, 2025 Q3 2025 |
604,519
shares
|
$55.6 Million
0.22% of portfolio
|
Q3 2025
Added 3.87%
|
|