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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
223,846
shares
|
$18 Million
0.11% of portfolio
|
Q4 2024
Added 56.88%
|
|
|
Blue Whale Capital LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
223,724
shares
|
$18 Million
1.5% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Maplelane Capital, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
222,527
shares
|
$17.9 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
220,950
shares
|
$17.8 Million
0.25% of portfolio
|
Q2 2024
Reduced 19.93%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
220,607
shares
|
$17.7 Million
0.55% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
220,261
shares
|
$17.7 Million
0.14% of portfolio
|
Q3 2024
Added 43.64%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
220,092
shares
|
$17.7 Million
2.86% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
220,030
shares
|
$17.7 Million
5.5% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Greenstone Partners & Co., LLC
Larkspur, CA |
Feb 14, 2025 Q4 2024 |
218,842
shares
|
$17.6 Million
3.8% of portfolio
|
Q4 2023
Added 7.73%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Feb 11, 2025 Q4 2024 |
217,296
shares
|
$17.5 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
216,491
shares
|
$17.4 Million
0.09% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
216,365
shares
|
$17.4 Million
0.06% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Harber Asset Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
215,042
shares
|
$17.3 Million
4.83% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
212,577
shares
|
$17.1 Million
0.03% of portfolio
|
Q4 2024
Added 364.88%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
210,544
shares
|
$16.9 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
210,531
shares
|
$16.9 Million
4.5% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
210,334
shares
|
$16.9 Million
0.2% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
210,048
shares
|
$16.9 Million
1.63% of portfolio
|
Q3 2024
Reduced 57.69%
|
|
|
Goodman Financial Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
208,046
shares
|
$16.7 Million
3.42% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
206,135
shares
|
$16.6 Million
0.03% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
205,416
shares
|
$16.5 Million
0.11% of portfolio
|
Q4 2024
Added 1043.23%
|
|
|
Mizuho Markets Americas LLC
|
Feb 11, 2025 Q4 2024 |
204,496
shares
|
$16.4 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
202,684
shares
|
$16.3 Million
1.92% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
201,339
shares
|
$16.2 Million
0.35% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
201,179
shares
|
$16.2 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.16%
|