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 2,102 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 $118 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
506,483
shares
|
$41.6 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Allen Operations LLC
|
Nov 07, 2024 Q3 2024 |
502,815
shares
|
$41.3 Million
5.56% of portfolio
|
Q2 2021
Reduced 8.38%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
498,914
shares
|
$40.9 Million
1.52% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
497,990
shares
|
$40.9 Million
0.04% of portfolio
|
Q1 2024
Added 46.57%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
496,562
shares
|
$40.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 42.9%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
487,161
shares
|
$40 Million
0.94% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Handelsbanken Fonder Ab
|
Oct 04, 2024 Q3 2024 |
480,867
shares
|
$39.5 Million
0.12% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
470,847
shares
|
$38.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2024 Q3 2024 |
463,132
shares
|
$38 Million
2.02% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
460,275
shares
|
$37.8 Million
0.14% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Jan 17, 2025 Q4 2024 |
457,507
shares
|
$37.5 Million
17.43% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
455,659
shares
|
$37.4 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
455,176
shares
|
$37.4 Million
0.09% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
453,272
shares
|
$37.2 Million
0.03% of portfolio
|
Q3 2024
Added 6451.12%
|
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
433,479
shares
|
$35.6 Million
1.56% of portfolio
|
Q4 2020
New holding
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
433,151
shares
|
$35.5 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2024 Q3 2024 |
430,421
shares
|
$35.3 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Hosking Partners LLP
|
Nov 13, 2024 Q3 2024 |
426,662
shares
|
$35 Million
1.11% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
414,253
shares
|
$34 Million
0.43% of portfolio
|
Q3 2024
Reduced 39.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
411,212
shares
|
$33.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
409,674
shares
|
$33.6 Million
1.27% of portfolio
|
Q2 2024
Added 5.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
407,348
shares
|
$33.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 38.76%
|
|
|
State Of Michigan Retirement System
|
Nov 04, 2024 Q3 2024 |
406,866
shares
|
$33.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
396,106
shares
|
$32.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 29.39%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
395,201
shares
|
$32.4 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.44%
|