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 |
|---|---|---|---|---|---|
|
State Board Of Administration Of Florida Retirement System
|
Nov 08, 2024 Q3 2024 |
1,452,159
shares
|
$109 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Ninety One Uk LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
1,418,677
shares
|
$106 Million
0.26% of portfolio
|
Q3 2024
Added 28.04%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,408,139
shares
|
$105 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,402,400
shares
|
$105 Million
0.22% of portfolio
|
Q3 2024
Added 111.97%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
1,390,283
shares
|
$104 Million
1.77% of portfolio
|
Q4 2022
Reduced 7.84%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,360,802
shares
|
$102 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Tom Gayner
Markel Corp
|
Nov 01, 2024 Q3 2024 |
1,350,800
shares
|
$101 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
1,339,995
shares
|
$100 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Par Capital Management Inc
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,300,000
shares
|
$97.3 Million
2.4% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
New York State Teachers Retirement System
|
Oct 25, 2024 Q3 2024 |
1,293,414
shares
|
$96.8 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
1,289,161
shares
|
$96.5 Million
0.16% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Abrdn PLC
|
Oct 24, 2024 Q3 2024 |
1,259,418
shares
|
$94.3 Million
0.15% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
1,218,283
shares
|
$91.2 Million
0.75% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,203,392
shares
|
$90.1 Million
0.04% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
1,200,752
shares
|
$89.9 Million
0.38% of portfolio
|
Q3 2022
Added 4.48%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Nov 14, 2024 Q3 2024 |
1,182,908
shares
|
$88.5 Million
0.19% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
1,167,776
shares
|
$87.4 Million
0.13% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Assenagon Asset Management S.A.
|
Oct 23, 2024 Q3 2024 |
1,138,269
shares
|
$85.2 Million
0.15% of portfolio
|
Q3 2024
Added 138.0%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,135,480
shares
|
$85 Million
1.82% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,127,090
shares
|
$84.4 Million
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Retirement Systems Of Alabama
|
Dec 06, 2024 Q3 2024 |
1,111,755
shares
|
$83.2 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
1,102,732
shares
|
$82.5 Million
0.1% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
1,099,801
shares
|
$82.3 Million
0.14% of portfolio
|
Q3 2024
Added 141.52%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
1,087,290
shares
|
$81.4 Million
1.24% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,086,616
shares
|
$81.3 Million
0.16% of portfolio
|
Q3 2024
Added 10.44%
|