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 |
|---|---|---|---|---|---|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
564,608
shares
|
$45.4 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Feb 13, 2025 Q4 2024 |
560,942
shares
|
$45.1 Million
0.15% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Mount Capital LTD
|
Feb 13, 2025 Q4 2024 |
556,678
shares
|
$44.8 Million
14.61% of portfolio
|
Q3 2024
Added 22.29%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
555,615
shares
|
$44.7 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Delta Global Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
547,682
shares
|
$44.1 Million
3.36% of portfolio
|
Q4 2024
New holding
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Feb 11, 2025 Q4 2024 |
538,572
shares
|
$43.3 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Handelsbanken Fonder Ab
|
Feb 03, 2025 Q4 2024 |
533,712
shares
|
$42.9 Million
0.15% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
527,421
shares
|
$42.4 Million
0.14% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
522,541
shares
|
$42 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.87%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
520,925
shares
|
$41.9 Million
0.16% of portfolio
|
Q4 2024
Added 100.54%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Feb 13, 2025 Q4 2024 |
517,640
shares
|
$41.6 Million
0.1% of portfolio
|
Q4 2024
Added 20.26%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
513,579
shares
|
$41.3 Million
0.04% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
Jan 28, 2025 Q4 2024 |
507,190
shares
|
$40.8 Million
2.32% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
506,858
shares
|
$40.8 Million
1.05% of portfolio
|
Q4 2024
Added 153.94%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
501,260
shares
|
$40.3 Million
1.73% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Feb 14, 2025 Q4 2024 |
496,195
shares
|
$39.9 Million
0.23% of portfolio
|
Q4 2024
Reduced 50.09%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
495,524
shares
|
$39.9 Million
0.05% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Credit Agricole S A
|
Feb 14, 2025 Q4 2024 |
491,025
shares
|
$39.5 Million
0.11% of portfolio
|
Q4 2024
Added 228.54%
|
|
|
Oak Associates LTD
Akron, OH |
Feb 13, 2025 Q4 2024 |
485,604
shares
|
$39.1 Million
2.51% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
479,291
shares
|
$38.6 Million
1.11% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
477,668
shares
|
$38.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
470,878
shares
|
$37.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 45.62%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
465,100
shares
|
$37.4 Million
0.1% of portfolio
|
Q4 2024
Added 27.81%
|
|
|
Arizona State Retirement System
|
Feb 06, 2025 Q4 2024 |
462,975
shares
|
$37.2 Million
0.21% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
461,797
shares
|
$37.1 Million
0.11% of portfolio
|
Q4 2024
Added 1.45%
|