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 2,222 institutions that hold shares in the stock, with a total of 1.48 Billion shares, which have been reported (via 13F filing form) to have a value of $119 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forsta Ap Fonden
Stockholm, V7 |
Jan 23, 2025 Q4 2024 |
365,001
shares
|
$29.4 Million
0.2% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
363,344
shares
|
$29.2 Million
2.38% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Park Presidio Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
362,759
shares
|
$29.2 Million
6.11% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
358,502
shares
|
$28.8 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
357,542
shares
|
$28.8 Million
0.03% of portfolio
|
Q4 2024
Added 134.63%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
353,404
shares
|
$28.4 Million
0.65% of portfolio
|
Q3 2024
Reduced 59.1%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
346,238
shares
|
$27.9 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
343,871
shares
|
$27.7 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
339,286
shares
|
$27.3 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
331,785
shares
|
$26.7 Million
3.34% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
327,418
shares
|
$26.3 Million
0.45% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Czech National Bank
Prague, 2N |
Jan 13, 2025 Q4 2024 |
324,128
shares
|
$26.1 Million
0.23% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
324,110
shares
|
$26.1 Million
0.89% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
323,301
shares
|
$26 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
321,796
shares
|
$25.9 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
321,483
shares
|
$25.9 Million
0.16% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Pro Share Advisors LLC
|
Feb 13, 2025 Q4 2024 |
320,350
shares
|
$25.8 Million
0.06% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Feb 11, 2025 Q4 2024 |
317,864
shares
|
$25.6 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Feb 10, 2025 Q4 2024 |
314,783
shares
|
$25.3 Million
0.11% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
313,822
shares
|
$25.2 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Hst Ventures, LLC
|
Nov 14, 2024 Q3 2024 |
309,505
shares
|
$24.9 Million
5.68% of portfolio
|
Q3 2024
Added 342.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
307,863
shares
|
$24.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
306,725
shares
|
$24.7 Million
0.02% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Feb 14, 2025 Q4 2024 |
306,411
shares
|
$24.6 Million
1.34% of portfolio
|
Q4 2024
Added 109.2%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
304,000
shares
|
$24.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 72.36%
|