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 2,327 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
148,395,252
shares
|
$13.7 Billion
0.22% of portfolio
|
Q1 2025
Added 15.41%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
101,023,390
shares
|
$9.33 Billion
0.17% of portfolio
|
Q2 2024
Added 1.49%
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
88,750,655
shares
|
$8.19 Billion
4.25% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
82,048,984
shares
|
$7.57 Billion
0.79% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
71,933,290
shares
|
$6.64 Billion
0.24% of portfolio
|
Q1 2025
Added 13.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
54,160,220
shares
|
$5 Billion
0.33% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
36,342,807
shares
|
$3.36 Billion
0.23% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
29,220,312
shares
|
$2.7 Billion
0.69% of portfolio
|
Q1 2025
Added 20.71%
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
27,612,443
shares
|
$2.55 Billion
3.83% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
21,431,709
shares
|
$1.98 Billion
0.12% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
21,165,163
shares
|
$1.95 Billion
0.73% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
20,527,113
shares
|
$1.9 Billion
0.57% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
20,502,737
shares
|
$1.89 Billion
0.32% of portfolio
|
Q1 2025
Added 879.8%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
May 14, 2025 Q1 2025 |
17,749,859
shares
|
$1.64 Billion
2.39% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Viking Global Investors LP
|
May 15, 2025 Q1 2025 |
17,716,717
shares
|
$1.64 Billion
4.64% of portfolio
|
Q1 2025
Added 20.86%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
17,440,301
shares
|
$1.61 Billion
0.21% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
17,115,759
shares
|
$1.58 Billion
0.51% of portfolio
|
Q1 2025
Added 15.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
15,979,432
shares
|
$1.48 Billion
0.1% of portfolio
|
Q1 2025
Added 19.33%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
15,586,450
shares
|
$1.44 Billion
0.24% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
15,488,777
shares
|
$1.43 Billion
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Generation Investment Management LLP
London, X0 |
May 15, 2025 Q1 2025 |
14,327,559
shares
|
$1.32 Billion
6.96% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Primecap Management CO
Pasadena, CA |
May 09, 2025 Q1 2025 |
14,002,078
shares
|
$1.29 Billion
0.93% of portfolio
|
Q1 2025
Added 229.28%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
12,833,440
shares
|
$1.18 Billion
0.27% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
12,237,705
shares
|
$1.13 Billion
1.15% of portfolio
|
Q4 2023
Added 4.8%
|
|
|
Flossbach Von Storch Ag
Cologne, 2M |
Apr 30, 2025 Q1 2025 |
10,810,644
shares
|
$998 Million
3.73% of portfolio
|
Q1 2025
Added 0.71%
|