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 |
|---|---|---|---|---|---|
|
Ifm Investors Pty LTD
|
Oct 22, 2024 Q3 2024 |
303,722
shares
|
$24.4 Million
0.19% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
Feb 07, 2025 Q4 2024 |
300,056
shares
|
$24.1 Million
0.13% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
299,240
shares
|
$24.1 Million
1.79% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
299,065
shares
|
$24.1 Million
0.09% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Uss Investment Management LTD
|
Feb 13, 2025 Q4 2024 |
298,443
shares
|
$24 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
296,978
shares
|
$23.9 Million
0.03% of portfolio
|
Q4 2024
Added 231.02%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
296,851
shares
|
$23.9 Million
0.04% of portfolio
|
Q4 2024
Added 83.94%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
288,364
shares
|
$23.2 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
288,083
shares
|
$23.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.25%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
287,752
shares
|
$23.1 Million
0.05% of portfolio
|
Q4 2024
Added 42.7%
|
|
|
Fjarde Ap Fonden
|
Feb 04, 2025 Q4 2024 |
285,360
shares
|
$23 Million
0.21% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
284,974
shares
|
$22.9 Million
3.61% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
283,125
shares
|
$22.8 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
282,577
shares
|
$22.7 Million
0.84% of portfolio
|
Q4 2022
Reduced 0.49%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
282,092
shares
|
$22.7 Million
2.29% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
282,082
shares
|
$22.7 Million
0.14% of portfolio
|
Q4 2024
Added 191.71%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
276,553
shares
|
$22.2 Million
1.43% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
272,038
shares
|
$21.9 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Feb 11, 2025 Q4 2024 |
269,282
shares
|
$21.7 Million
0.05% of portfolio
|
Q4 2024
Added 38.89%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
267,335
shares
|
$21.5 Million
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
266,342
shares
|
$21.4 Million
0.06% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Feb 12, 2025 Q4 2024 |
266,115
shares
|
$21.4 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
265,831
shares
|
$21.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
264,745
shares
|
$21.3 Million
0.12% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
263,103
shares
|
$21.2 Million
0.36% of portfolio
|
Q4 2024
Added 4.08%
|