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 |
|---|---|---|---|---|---|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
803,803
shares
|
$61.4 Million
0.55% of portfolio
|
Q3 2022
Added 1.21%
|
|
|
Central Securities Corp
New York, NY |
Nov 08, 2024 Q3 2024 |
800,000
shares
|
$61.1 Million
5.12% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
798,575
shares
|
$61 Million
3.3% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2024 Q3 2024 |
787,365
shares
|
$60.2 Million
3.78% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
784,534
shares
|
$59.9 Million
1.67% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
Nov 14, 2024 Q3 2024 |
776,788
shares
|
$59.4 Million
5.09% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
768,714
shares
|
$58.7 Million
0.07% of portfolio
|
Q3 2024
Added 52.13%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
752,370
shares
|
$57.5 Million
0.05% of portfolio
|
Q2 2023
Added 8.87%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
751,575
shares
|
$57.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 53.45%
|
|
|
Paralel Advisors LLC
|
Nov 12, 2024 Q3 2024 |
750,000
shares
|
$57.3 Million
2.13% of portfolio
|
Q2 2023
Added 114.29%
|
|
|
Ami Asset Management Corp
|
Jan 16, 2025 Q4 2024 |
746,395
shares
|
$57 Million
3.02% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
745,778
shares
|
$57 Million
0.15% of portfolio
|
Q3 2024
Added 237.22%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
740,592
shares
|
$56.6 Million
0.08% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
730,537
shares
|
$55.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 83.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
718,498
shares
|
$54.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
700,377
shares
|
$53.5 Million
3.92% of portfolio
|
Q3 2022
Reduced 2.02%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
682,136
shares
|
$52.1 Million
2.93% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
680,121
shares
|
$52 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
669,991
shares
|
$51.2 Million
0.49% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
Treasurer Of The State Of North Carolina
|
Nov 14, 2024 Q3 2024 |
669,286
shares
|
$51.1 Million
0.17% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
666,331
shares
|
$50.9 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
665,111
shares
|
$50.8 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
635,680
shares
|
$48.6 Million
0.06% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 29, 2024 Q3 2024 |
630,430
shares
|
$48.2 Million
3.26% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
625,186
shares
|
$47.8 Million
1.9% of portfolio
|
Q3 2021
Added 48.1%
|