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 |
|---|---|---|---|---|---|
|
Abrdn PLC
|
Jan 24, 2025 Q4 2024 |
1,178,051
shares
|
$94.8 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Retirement Systems Of Alabama
|
Jan 27, 2025 Q4 2024 |
1,173,108
shares
|
$94.4 Million
0.33% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
1,152,760
shares
|
$92.7 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,148,467
shares
|
$92.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 15.6%
|
|
|
Korea Investment Corp
Seoul, M5 |
Feb 12, 2025 Q4 2024 |
1,136,015
shares
|
$91.4 Million
0.21% of portfolio
|
Q4 2024
Added 37.79%
|
|
|
Cercano Management LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
1,135,480
shares
|
$91.3 Million
2.22% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Mairs & Power Inc
St Paul, MN |
Feb 14, 2025 Q4 2024 |
1,097,556
shares
|
$88.3 Million
0.8% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Feb 13, 2025 Q4 2024 |
1,087,154
shares
|
$87.5 Million
0.22% of portfolio
|
Q4 2024
Added 494.97%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,087,041
shares
|
$87.4 Million
0.13% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,080,580
shares
|
$86.9 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,055,457
shares
|
$84.9 Million
1.46% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
1,017,095
shares
|
$81.8 Million
1.45% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
1,016,139
shares
|
$81.7 Million
3.94% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
987,210
shares
|
$79.4 Million
0.08% of portfolio
|
Q4 2024
Added 20.11%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
961,439
shares
|
$77.3 Million
0.91% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
961,439
shares
|
$77.3 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Aviva PLC
|
Feb 13, 2025 Q4 2024 |
959,934
shares
|
$77.2 Million
0.19% of portfolio
|
Q4 2024
Added 75.01%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Feb 13, 2025 Q4 2024 |
947,927
shares
|
$76.3 Million
2.76% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
942,256
shares
|
$75.8 Million
0.36% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
938,835
shares
|
$75.5 Million
0.1% of portfolio
|
Q4 2024
Added 24.92%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
937,704
shares
|
$75.4 Million
0.19% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
937,683
shares
|
$75.4 Million
0.15% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Thornburg Investment Management Inc
|
Feb 13, 2025 Q4 2024 |
936,351
shares
|
$75.3 Million
0.98% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
933,626
shares
|
$75.1 Million
0.18% of portfolio
|
Q4 2024
Added 1244.04%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
923,000
shares
|
$74.2 Million
0.07% of portfolio
|
Q4 2024
Added 158.97%
|