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 2,229 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 $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cooke & Bieler LP
|
Feb 07, 2025 Q4 2024 |
2,738,577
shares
|
$214 Million
2.2% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,729,821
shares
|
$214 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
2,593,011
shares
|
$203 Million
1.18% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,564,401
shares
|
$201 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Veritas Asset Management LLP
|
Feb 04, 2025 Q4 2024 |
2,508,436
shares
|
$196 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
2,507,712
shares
|
$196 Million
0.22% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,503,000
shares
|
$196 Million
0.41% of portfolio
|
Q4 2024
Added 78.48%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
2,438,515
shares
|
$191 Million
0.17% of portfolio
|
Q1 2024
Reduced 12.62%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
2,438,438
shares
|
$191 Million
0.18% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,435,414
shares
|
$191 Million
0.24% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
2,255,886
shares
|
$177 Million
2.29% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
2,138,033
shares
|
$167 Million
0.44% of portfolio
|
Q4 2024
Added 186.68%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,123,211
shares
|
$166 Million
3.34% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
2,104,597
shares
|
$165 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
2,092,544
shares
|
$164 Million
0.03% of portfolio
|
Q4 2024
Added 22.33%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,036,863
shares
|
$159 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
1,987,931
shares
|
$156 Million
2.81% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
1,938,786
shares
|
$152 Million
0.49% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
1,910,382
shares
|
$150 Million
0.27% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Australian Super Pty LTD
|
Jan 30, 2025 Q4 2024 |
1,905,316
shares
|
$149 Million
0.68% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,901,708
shares
|
$149 Million
0.22% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
North Peak Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,857,896
shares
|
$145 Million
18.2% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,803,240
shares
|
$141 Million
0.07% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,795,392
shares
|
$141 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Azora Capital LP
Miami, FL |
Feb 14, 2025 Q4 2024 |
1,734,159
shares
|
$136 Million
6.07% of portfolio
|
Q4 2024
Added 827.34%
|