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 |
|---|---|---|---|---|---|
|
Azora Capital LP
Miami, FL |
Feb 14, 2025 Q4 2024 |
1,734,159
shares
|
$139 Million
6.07% of portfolio
|
Q4 2024
Added 827.34%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,705,237
shares
|
$137 Million
0.1% of portfolio
|
Q4 2024
Added 431.0%
|
|
|
Parnassus Investments, LLC
|
Feb 10, 2025 Q4 2024 |
1,695,164
shares
|
$136 Million
0.29% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Equity Investment Corp
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
1,604,807
shares
|
$129 Million
2.95% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,594,963
shares
|
$128 Million
0.11% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
1,498,961
shares
|
$121 Million
0.21% of portfolio
|
Q4 2024
Added 31.69%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Feb 10, 2025 Q4 2024 |
1,465,672
shares
|
$118 Million
0.21% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,430,811
shares
|
$115 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
1,419,695
shares
|
$114 Million
0.25% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,397,739
shares
|
$112 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
1,390,283
shares
|
$112 Million
1.77% of portfolio
|
Q4 2022
Reduced 7.84%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,388,493
shares
|
$112 Million
0.14% of portfolio
|
Q4 2024
Added 80.63%
|
|
|
Tom Gayner
Markel Corp
|
Feb 07, 2025 Q4 2024 |
1,363,800
shares
|
$110 Million
0.98% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
1,305,759
shares
|
$105 Million
0.18% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,297,982
shares
|
$104 Million
0.1% of portfolio
|
Q4 2024
Reduced 16.89%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,286,713
shares
|
$104 Million
0.13% of portfolio
|
Q4 2024
Reduced 20.41%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
1,271,724
shares
|
$102 Million
0.18% of portfolio
|
Q4 2024
Added 19.29%
|
|
|
New York State Teachers Retirement System
|
Jan 30, 2025 Q4 2024 |
1,262,384
shares
|
$102 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,258,510
shares
|
$101 Million
0.04% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Ninety One Uk LTD
London, X0 |
Jan 27, 2025 Q4 2024 |
1,257,353
shares
|
$101 Million
0.26% of portfolio
|
Q4 2024
Reduced 11.37%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
1,254,510
shares
|
$101 Million
0.12% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Capital International Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
1,206,172
shares
|
$97 Million
0.02% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
1,200,752
shares
|
$96.6 Million
0.38% of portfolio
|
Q3 2022
Added 4.48%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
1,188,624
shares
|
$95.6 Million
0.36% of portfolio
|
Q4 2024
Added 13948.27%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Feb 11, 2025 Q4 2024 |
1,186,342
shares
|
$95.4 Million
0.22% of portfolio
|
Q4 2024
Added 0.29%
|