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 2,081 institutions that hold shares in the stock, with a total of 1.44 Billion shares, which have been reported (via 13F filing form) to have a value of $107 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
185,425,391
shares
|
$13.9 Billion
21.59% of portfolio
|
Q3 2024
Reduced 17.94%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
127,390,846
shares
|
$9.52 Billion
0.15% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
101,023,390
shares
|
$7.55 Billion
0.17% of portfolio
|
Q2 2024
Added 1.49%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
89,587,838
shares
|
$6.69 Billion
3.52% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
87,813,980
shares
|
$6.56 Billion
0.66% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
62,076,447
shares
|
$4.64 Billion
0.17% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
48,232,184
shares
|
$3.6 Billion
0.26% of portfolio
|
Q3 2024
Added 9.64%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
30,141,441
shares
|
$2.25 Billion
0.16% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
28,679,305
shares
|
$2.14 Billion
0.58% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
24,261,234
shares
|
$1.81 Billion
0.47% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
22,764,859
shares
|
$1.7 Billion
0.11% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
20,189,558
shares
|
$1.51 Billion
0.54% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
19,480,586
shares
|
$1.46 Billion
0.11% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
18,137,875
shares
|
$1.36 Billion
1.85% of portfolio
|
Q3 2024
Added 40.08%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,402,862
shares
|
$1.15 Billion
0.35% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
14,412,294
shares
|
$1.08 Billion
0.19% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
13,875,631
shares
|
$1.04 Billion
0.15% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,043,557
shares
|
$974 Million
0.24% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
12,237,705
shares
|
$914 Million
1.15% of portfolio
|
Q4 2023
Added 4.8%
|
|
|
Generation Investment Management LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
12,179,766
shares
|
$910 Million
3.78% of portfolio
|
Q3 2024
Added 42.05%
|
|
|
Flossbach Von Storch Ag
Cologne, 2M |
Nov 08, 2024 Q3 2024 |
11,550,761
shares
|
$863 Million
2.96% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
10,491,473
shares
|
$784 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
9,306,077
shares
|
$695 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
9,230,024
shares
|
$690 Million
0.16% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,142,602
shares
|
$683 Million
0.16% of portfolio
|
Q3 2024
Added 3.77%
|