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 |
|---|---|---|---|---|---|
|
Bristol John W & CO Inc
|
Nov 14, 2024 Q3 2024 |
906,901
shares
|
$73 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
906,021
shares
|
$72.9 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Par Capital Management Inc
Boston, MA |
Feb 14, 2025 Q4 2024 |
905,000
shares
|
$72.8 Million
2.0% of portfolio
|
Q4 2024
Reduced 30.38%
|
|
|
Premier Fund Managers LTD
|
Feb 12, 2025 Q4 2024 |
900,000
shares
|
$72.4 Million
2.37% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
893,423
shares
|
$71.9 Million
1.18% of portfolio
|
Q4 2024
Reduced 60.28%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
887,137
shares
|
$71.4 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
841,874
shares
|
$67.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
837,432
shares
|
$67.4 Million
0.09% of portfolio
|
Q4 2024
Added 31.74%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
813,561
shares
|
$65.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
803,803
shares
|
$64.7 Million
0.55% of portfolio
|
Q3 2022
Added 1.21%
|
|
|
Holocene Advisors, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
802,486
shares
|
$64.6 Million
0.2% of portfolio
|
Q4 2024
Added 243.65%
|
|
|
Central Securities Corp
New York, NY |
Feb 13, 2025 Q4 2024 |
800,000
shares
|
$64.4 Million
5.4% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Barr E S & CO
Lexington, KY |
Feb 13, 2025 Q4 2024 |
798,079
shares
|
$64.2 Million
3.57% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
797,335
shares
|
$64.1 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Feb 14, 2025 Q4 2024 |
788,005
shares
|
$63.4 Million
1.27% of portfolio
|
Q4 2024
Added 41.42%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
778,106
shares
|
$62.6 Million
1.93% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
752,370
shares
|
$60.5 Million
0.05% of portfolio
|
Q2 2023
Added 8.87%
|
|
|
Paralel Advisors LLC
|
Feb 13, 2025 Q4 2024 |
750,000
shares
|
$60.3 Million
2.38% of portfolio
|
Q2 2023
Added 114.29%
|
|
|
Ami Asset Management Corp
|
Jan 16, 2025 Q4 2024 |
746,395
shares
|
$60 Million
3.02% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
731,447
shares
|
$58.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Snyder Capital Management L P
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
730,267
shares
|
$58.7 Million
1.18% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
720,329
shares
|
$57.9 Million
0.13% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
718,498
shares
|
$57.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
700,377
shares
|
$56.3 Million
3.92% of portfolio
|
Q3 2022
Reduced 2.02%
|
|
|
Treasurer Of The State Of North Carolina
|
Feb 13, 2025 Q4 2024 |
674,166
shares
|
$54.2 Million
0.19% of portfolio
|
Q4 2024
Added 0.73%
|