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 2,527 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 |
|---|---|---|---|---|---|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,622,055
shares
|
$425 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Provident Trust CO
|
Oct 31, 2025 Q3 2025 |
4,587,607
shares
|
$422 Million
7.31% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
4,428,331
shares
|
$407 Million
0.23% of portfolio
|
Q3 2025
Reduced 29.87%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,393,851
shares
|
$404 Million
0.46% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
4,305,448
shares
|
$396 Million
0.19% of portfolio
|
Q3 2025
Added 140.51%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2025 Q3 2025 |
4,238,650
shares
|
$390 Million
2.36% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Nov 14, 2025 Q3 2025 |
4,207,011
shares
|
$387 Million
4.32% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Nov 04, 2025 Q3 2025 |
4,194,646
shares
|
$386 Million
6.01% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
4,002,413
shares
|
$368 Million
0.23% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
3,903,980
shares
|
$359 Million
0.06% of portfolio
|
Q3 2025
Added 303.36%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Nov 03, 2025 Q3 2025 |
3,900,193
shares
|
$358 Million
0.3% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
D1 Capital Partners L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,821,904
shares
|
$351 Million
5.64% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
3,793,185
shares
|
$349 Million
0.21% of portfolio
|
Q3 2025
Added 10.95%
|
|
|
Rptc Inc.
Jackson, WY |
Nov 14, 2025 Q3 2025 |
3,522,501
shares
|
$324 Million
59.13% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jan 08, 2026 Q4 2025 |
3,437,222
shares
|
$316 Million
0.28% of portfolio
|
Q4 2025
Added 13.03%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Nov 13, 2025 Q3 2025 |
3,433,615
shares
|
$316 Million
0.98% of portfolio
|
Q3 2025
Reduced 15.81%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
3,431,217
shares
|
$315 Million
0.24% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Farallon Capital Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,251,657
shares
|
$299 Million
1.34% of portfolio
|
Q3 2025
Reduced 17.87%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
3,240,777
shares
|
$298 Million
0.53% of portfolio
|
Q3 2025
Reduced 38.69%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
3,214,609
shares
|
$295 Million
0.19% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Newlands Management Operations LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
3,196,166
shares
|
$294 Million
1.45% of portfolio
|
Q2 2023
New holding
|
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
Nov 13, 2025 Q3 2025 |
3,131,888
shares
|
$288 Million
9.4% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
3,095,284
shares
|
$284 Million
0.13% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
3,083,729
shares
|
$283 Million
0.2% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
3,037,935
shares
|
$279 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.76%
|
|