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 2,520 institutions that hold shares in the stock, with a total of 1.43 Billion shares, which have been reported (via 13F filing form) to have a value of $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
9,424,864
shares
|
$866 Million
0.12% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
8,984,278
shares
|
$826 Million
0.2% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
8,072,015
shares
|
$742 Million
0.19% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
8,066,891
shares
|
$741 Million
0.14% of portfolio
|
Q3 2025
Reduced 35.2%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
7,684,195
shares
|
$706 Million
1.24% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,664,758
shares
|
$704 Million
0.47% of portfolio
|
Q3 2025
Added 399.46%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
7,131,959
shares
|
$655 Million
1.92% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
6,982,838
shares
|
$642 Million
0.23% of portfolio
|
Q3 2025
Added 21.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
6,566,233
shares
|
$604 Million
0.11% of portfolio
|
Q2 2025
Added 33.5%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,533,016
shares
|
$600 Million
0.89% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,410,491
shares
|
$589 Million
0.14% of portfolio
|
Q4 2024
Reduced 50.85%
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
6,315,561
shares
|
$580 Million
11.37% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
6,146,518
shares
|
$565 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
5,958,895
shares
|
$548 Million
1.21% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
5,848,558
shares
|
$538 Million
6.46% of portfolio
|
Q3 2025
Reduced 23.78%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
5,822,549
shares
|
$535 Million
0.27% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
5,757,531
shares
|
$529 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,749,792
shares
|
$528 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,747,273
shares
|
$528 Million
0.12% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,633,133
shares
|
$518 Million
0.6% of portfolio
|
Q3 2022
Reduced 10.58%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
5,482,060
shares
|
$504 Million
0.4% of portfolio
|
Q3 2025
Added 38.33%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,323,392
shares
|
$489 Million
0.34% of portfolio
|
Q3 2025
Added 15.21%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
5,075,695
shares
|
$467 Million
0.08% of portfolio
|
Q3 2025
Reduced 43.94%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,906,915
shares
|
$451 Million
0.05% of portfolio
|
Q3 2025
Added 21.85%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
4,729,057
shares
|
$435 Million
0.21% of portfolio
|
Q3 2025
Added 87.36%
|
|