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 |
|---|---|---|---|---|---|
|
Ariel Investments, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
558,167
shares
|
$51.5 Million
0.57% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Mount Capital LTD
|
May 15, 2025 Q1 2025 |
556,678
shares
|
$51.4 Million
14.04% of portfolio
|
Q3 2024
Added 22.29%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
May 13, 2025 Q1 2025 |
556,333
shares
|
$51.4 Million
0.26% of portfolio
|
Q1 2025
Added 16.47%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
546,682
shares
|
$50.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
535,834
shares
|
$49.5 Million
0.13% of portfolio
|
Q1 2025
Added 13.79%
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
534,488
shares
|
$49.3 Million
0.27% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
531,424
shares
|
$49.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
528,584
shares
|
$48.8 Million
0.04% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
May 14, 2025 Q1 2025 |
526,290
shares
|
$48.6 Million
2.36% of portfolio
|
Q1 2025
Added 71.76%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
513,514
shares
|
$47.4 Million
0.2% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
513,033
shares
|
$47.4 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
507,197
shares
|
$46.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 53.79%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
502,969
shares
|
$46.4 Million
1.89% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2025 Q1 2025 |
493,400
shares
|
$45.6 Million
0.08% of portfolio
|
Q1 2025
Added 62.3%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
491,358
shares
|
$45.4 Million
0.19% of portfolio
|
Q1 2025
Added 163.55%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
485,838
shares
|
$44.9 Million
0.05% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Oak Associates LTD
Akron, OH |
May 14, 2025 Q1 2025 |
485,057
shares
|
$44.8 Million
2.89% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
476,839
shares
|
$44 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
468,613
shares
|
$43.3 Million
0.15% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
462,266
shares
|
$42.7 Million
0.21% of portfolio
|
Q1 2025
Added 13.92%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
461,397
shares
|
$42.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Apr 18, 2025 Q1 2025 |
457,442
shares
|
$42.2 Million
18.09% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
May 12, 2025 Q1 2025 |
455,604
shares
|
$42.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
448,982
shares
|
$41.5 Million
0.19% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Hardman Johnston Global Advisors LLC
|
May 15, 2025 Q1 2025 |
442,953
shares
|
$40.9 Million
1.76% of portfolio
|
Q1 2025
Reduced 1.67%
|