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 |
|---|---|---|---|---|---|
|
London CO Of Virginia
Richmond, VA |
Feb 14, 2025 Q4 2024 |
4,561,103
shares
|
$367 Million
1.93% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Coatue Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,510,020
shares
|
$363 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Primecap Management CO
Pasadena, CA |
Feb 10, 2025 Q4 2024 |
4,252,350
shares
|
$342 Million
0.25% of portfolio
|
Q4 2024
Added 310.32%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
4,181,202
shares
|
$336 Million
0.39% of portfolio
|
Q4 2024
Added 742.03%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
4,062,247
shares
|
$327 Million
0.25% of portfolio
|
Q4 2024
Added 86.87%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
4,045,852
shares
|
$325 Million
0.95% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Rptc Inc.
Jackson, WY |
Feb 14, 2025 Q4 2024 |
3,822,501
shares
|
$307 Million
57.6% of portfolio
|
Q4 2021
Reduced 20.74%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
3,541,413
shares
|
$285 Million
0.18% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
3,467,958
shares
|
$279 Million
0.15% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Findlay Park Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
3,347,769
shares
|
$269 Million
2.7% of portfolio
|
Q4 2024
Added 18.86%
|
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
Feb 13, 2025 Q4 2024 |
3,279,993
shares
|
$264 Million
7.9% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Route One Investment Company, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,273,943
shares
|
$263 Million
9.64% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Point State Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,206,059
shares
|
$258 Million
5.37% of portfolio
|
Q4 2024
New holding
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
3,205,887
shares
|
$258 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Newlands Management Operations LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
3,196,166
shares
|
$257 Million
1.48% of portfolio
|
Q2 2023
New holding
|
|
|
First Eagle Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,175,717
shares
|
$255 Million
0.53% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Farallon Capital Management LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,169,000
shares
|
$255 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,116,400
shares
|
$251 Million
0.06% of portfolio
|
Q4 2024
Reduced 43.63%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
3,033,956
shares
|
$244 Million
0.13% of portfolio
|
Q4 2024
Reduced 22.81%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,001,808
shares
|
$241 Million
0.18% of portfolio
|
Q4 2024
Added 25.75%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
2,928,033
shares
|
$236 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Feb 12, 2025 Q4 2024 |
2,836,381
shares
|
$228 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Feb 04, 2025 Q4 2024 |
2,812,301
shares
|
$226 Million
0.2% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Feb 13, 2025 Q4 2024 |
2,798,592
shares
|
$225 Million
0.21% of portfolio
|
Q4 2024
Added 33.4%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
2,773,578
shares
|
$223 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.35%
|