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 2,455 institutions that hold shares in the stock, with a total of 1.46 Billion shares, which have been reported (via 13F filing form) to have a value of $144 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
151,182,081
shares
|
$14.9 Billion
0.23% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
101,023,390
shares
|
$9.97 Billion
0.17% of portfolio
|
Q2 2024
Added 1.49%
|
|
|
Dodge & Cox
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
84,357,885
shares
|
$8.33 Billion
4.64% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
74,835,769
shares
|
$7.39 Billion
0.77% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
72,464,619
shares
|
$7.15 Billion
0.26% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
54,160,220
shares
|
$5.35 Billion
0.33% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
37,381,183
shares
|
$3.69 Billion
0.25% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
30,035,937
shares
|
$2.96 Billion
0.77% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
24,088,854
shares
|
$2.38 Billion
0.15% of portfolio
|
Q2 2025
Added 12.4%
|
|
|
Harris Associates L P
Chicago, IL |
Aug 14, 2025 Q2 2025 |
22,969,673
shares
|
$2.27 Billion
3.57% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
21,376,690
shares
|
$2.11 Billion
0.79% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
20,713,047
shares
|
$2.04 Billion
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Primecap Management CO
Pasadena, CA |
Aug 11, 2025 Q2 2025 |
19,034,806
shares
|
$1.88 Billion
1.42% of portfolio
|
Q2 2025
Added 35.94%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
18,405,261
shares
|
$1.82 Billion
0.57% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
May 14, 2025 Q1 2025 |
17,749,859
shares
|
$1.75 Billion
2.39% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
17,107,674
shares
|
$1.69 Billion
0.22% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Viking Global Investors LP
|
Aug 14, 2025 Q2 2025 |
15,773,225
shares
|
$1.56 Billion
4.55% of portfolio
|
Q2 2025
Reduced 10.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
15,395,866
shares
|
$1.52 Billion
0.11% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
15,374,233
shares
|
$1.52 Billion
0.48% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
15,175,398
shares
|
$1.5 Billion
0.25% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,343,788
shares
|
$1.42 Billion
0.27% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Generation Investment Management LLP
London, X0 |
Aug 07, 2025 Q2 2025 |
13,885,456
shares
|
$1.37 Billion
8.16% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
12,448,953
shares
|
$1.23 Billion
0.21% of portfolio
|
Q2 2025
Reduced 19.63%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
12,237,705
shares
|
$1.21 Billion
1.15% of portfolio
|
Q4 2023
Added 4.8%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,162,260
shares
|
$1.2 Billion
1.55% of portfolio
|
Q2 2025
Added 88.44%
|