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 2,089 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 $110 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,919,860
shares
|
$682 Million
0.85% of portfolio
|
Q3 2024
Added 18.87%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
8,494,607
shares
|
$649 Million
6.6% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
7,893,522
shares
|
$603 Million
0.1% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
7,450,286
shares
|
$569 Million
8.86% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
7,269,280
shares
|
$555 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
7,056,432
shares
|
$539 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
6,623,387
shares
|
$506 Million
0.23% of portfolio
|
Q3 2024
Reduced 19.45%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
6,558,280
shares
|
$501 Million
0.18% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,298,987
shares
|
$481 Million
0.81% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
6,085,858
shares
|
$465 Million
0.15% of portfolio
|
Q3 2024
Added 35.14%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
5,826,244
shares
|
$445 Million
0.67% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,633,133
shares
|
$430 Million
0.6% of portfolio
|
Q3 2022
Reduced 10.58%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
5,528,065
shares
|
$422 Million
0.1% of portfolio
|
Q3 2024
Added 22.02%
|
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Oct 30, 2024 Q3 2024 |
5,404,281
shares
|
$413 Million
3.88% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,357,722
shares
|
$409 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
5,032,867
shares
|
$385 Million
3.08% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
4,878,961
shares
|
$373 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
4,795,949
shares
|
$366 Million
0.4% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
4,785,158
shares
|
$366 Million
1.66% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,495,199
shares
|
$343 Million
0.06% of portfolio
|
Q3 2024
Added 51.88%
|
|
|
Provident Trust CO
|
Nov 01, 2024 Q3 2024 |
4,323,688
shares
|
$330 Million
5.26% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Theleme Partners LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
4,202,505
shares
|
$321 Million
16.05% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Dec 13, 2024 Q3 2024 |
3,967,831
shares
|
$303 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
3,930,341
shares
|
$300 Million
0.15% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Rptc Inc.
Jackson, WY |
Nov 14, 2024 Q3 2024 |
3,822,501
shares
|
$292 Million
53.92% of portfolio
|
Q4 2021
Reduced 20.74%
|