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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
10,141,131
shares
|
$936 Million
0.15% of portfolio
|
Q1 2025
Added 92.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
9,762,382
shares
|
$901 Million
0.21% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
9,357,890
shares
|
$864 Million
0.14% of portfolio
|
Q1 2025
Added 15.05%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
8,678,596
shares
|
$801 Million
0.19% of portfolio
|
Q4 2023
Reduced 1.92%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
8,208,961
shares
|
$758 Million
7.55% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
7,917,642
shares
|
$731 Million
0.62% of portfolio
|
Q1 2025
Added 163.76%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
7,852,679
shares
|
$725 Million
0.1% of portfolio
|
Q1 2025
Reduced 20.02%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,425,761
shares
|
$686 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Bamco Inc
New York, NY |
May 15, 2025 Q1 2025 |
7,224,168
shares
|
$667 Million
1.72% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
6,904,327
shares
|
$637 Million
1.08% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
6,848,198
shares
|
$632 Million
0.31% of portfolio
|
Q1 2025
Added 15.25%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
6,779,383
shares
|
$626 Million
0.3% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
May 14, 2025 Q1 2025 |
6,761,375
shares
|
$624 Million
11.16% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
6,550,544
shares
|
$605 Million
0.31% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
6,454,052
shares
|
$596 Million
0.76% of portfolio
|
Q1 2025
Added 37.43%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,410,491
shares
|
$592 Million
0.14% of portfolio
|
Q4 2024
Reduced 50.85%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
6,030,362
shares
|
$557 Million
0.17% of portfolio
|
Q1 2025
Added 29.64%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,781,015
shares
|
$534 Million
0.15% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,633,133
shares
|
$520 Million
0.6% of portfolio
|
Q3 2022
Reduced 10.58%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
5,629,779
shares
|
$520 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
5,478,177
shares
|
$506 Million
0.11% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,296,129
shares
|
$489 Million
0.72% of portfolio
|
Q1 2025
Added 2657.45%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
5,285,864
shares
|
$488 Million
0.81% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
5,126,807
shares
|
$473 Million
0.16% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
4,904,611
shares
|
$453 Million
0.5% of portfolio
|
Q1 2025
New holding
|