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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
8,297,936
shares
|
$667 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
8,237,414
shares
|
$663 Million
7.07% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
8,133,490
shares
|
$654 Million
0.11% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
8,018,664
shares
|
$645 Million
0.16% of portfolio
|
Q4 2024
Reduced 23.57%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,455,753
shares
|
$600 Million
0.89% of portfolio
|
Q4 2024
Reduced 16.41%
|
|
|
Bamco Inc
New York, NY |
Feb 14, 2025 Q4 2024 |
7,217,828
shares
|
$581 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
6,903,480
shares
|
$555 Million
10.07% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
6,513,683
shares
|
$524 Million
0.96% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
6,482,921
shares
|
$521 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,410,491
shares
|
$516 Million
0.14% of portfolio
|
Q4 2024
Reduced 50.85%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
6,370,445
shares
|
$512 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
6,269,509
shares
|
$504 Million
0.1% of portfolio
|
Q4 2024
Reduced 11.15%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
6,217,799
shares
|
$500 Million
0.38% of portfolio
|
Q4 2024
Added 91.03%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
5,941,905
shares
|
$478 Million
0.23% of portfolio
|
Q4 2024
Added 260.11%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
5,727,243
shares
|
$461 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,633,133
shares
|
$453 Million
0.6% of portfolio
|
Q3 2022
Reduced 10.58%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
5,429,817
shares
|
$437 Million
0.13% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
5,275,027
shares
|
$424 Million
0.16% of portfolio
|
Q4 2024
Reduced 19.57%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,264,968
shares
|
$424 Million
0.07% of portfolio
|
Q4 2024
Added 17.12%
|
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Jan 29, 2025 Q4 2024 |
4,874,070
shares
|
$392 Million
4.57% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
4,855,064
shares
|
$391 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
4,780,518
shares
|
$385 Million
3.52% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
4,696,332
shares
|
$378 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
4,651,557
shares
|
$374 Million
0.13% of portfolio
|
Q4 2024
Reduced 23.57%
|
|
|
Provident Trust CO
|
Jan 31, 2025 Q4 2024 |
4,646,078
shares
|
$374 Million
6.06% of portfolio
|
Q4 2024
Added 7.46%
|