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 $108 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York State Common Retirement Fund
|
Oct 28, 2024 Q3 2024 |
2,373,223
shares
|
$178 Million
0.21% of portfolio
|
Q3 2024
Reduced 13.26%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,344,429
shares
|
$175 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Viking Global Investors LP
|
Nov 14, 2024 Q3 2024 |
2,339,956
shares
|
$175 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,249,504
shares
|
$168 Million
2.86% of portfolio
|
Q3 2024
Added 528.64%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,239,845
shares
|
$168 Million
1.88% of portfolio
|
Q3 2024
Added 101.59%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
2,196,753
shares
|
$164 Million
0.15% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,173,821
shares
|
$163 Million
0.11% of portfolio
|
Q3 2024
Reduced 33.36%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
2,097,891
shares
|
$157 Million
0.14% of portfolio
|
Q3 2024
Added 23.91%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,093,218
shares
|
$157 Million
3.06% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,079,840
shares
|
$156 Million
0.06% of portfolio
|
Q3 2024
Reduced 21.63%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,035,568
shares
|
$152 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
North Peak Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,897,155
shares
|
$142 Million
17.28% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
Nov 05, 2024 Q3 2024 |
1,849,846
shares
|
$138 Million
2.0% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,842,347
shares
|
$138 Million
0.19% of portfolio
|
Q3 2024
Reduced 55.74%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,834,625
shares
|
$137 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,803,240
shares
|
$135 Million
0.07% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
1,797,532
shares
|
$135 Million
0.45% of portfolio
|
Q3 2024
Added 50.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
1,710,535
shares
|
$128 Million
0.02% of portfolio
|
Q3 2024
Added 262.46%
|
|
|
Australian Super Pty LTD
|
Oct 28, 2024 Q3 2024 |
1,707,771
shares
|
$128 Million
0.57% of portfolio
|
Q3 2024
Added 2617.65%
|
|
|
Parnassus Investments, LLC
|
Nov 08, 2024 Q3 2024 |
1,694,634
shares
|
$127 Million
0.24% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
1,650,039
shares
|
$123 Million
0.05% of portfolio
|
Q3 2024
Reduced 73.69%
|
|
|
Equity Investment Corp
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,640,157
shares
|
$123 Million
2.65% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,616,766
shares
|
$121 Million
0.16% of portfolio
|
Q3 2024
Added 2740.62%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,561,706
shares
|
$117 Million
0.16% of portfolio
|
Q3 2024
Added 341.04%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,552,977
shares
|
$116 Million
0.3% of portfolio
|
Q3 2024
Reduced 19.96%
|