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 2,513 institutions that hold shares in the stock, with a total of 1.42 Billion shares, which have been reported (via 13F filing form) to have a value of $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
151,585,214
shares
|
$13.9 Billion
0.22% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
101,023,390
shares
|
$9.29 Billion
0.17% of portfolio
|
Q2 2024
Added 1.49%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
83,043,253
shares
|
$7.63 Billion
4.57% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
73,156,290
shares
|
$6.72 Billion
0.25% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
60,587,654
shares
|
$5.57 Billion
0.38% of portfolio
|
Q3 2025
Added 11.87%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
57,444,595
shares
|
$5.28 Billion
0.59% of portfolio
|
Q3 2025
Reduced 23.24%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
37,569,398
shares
|
$3.45 Billion
0.24% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
30,106,349
shares
|
$2.77 Billion
0.76% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
24,726,202
shares
|
$2.27 Billion
0.15% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
21,646,588
shares
|
$1.99 Billion
0.76% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2025 Q3 2025 |
21,235,618
shares
|
$1.95 Billion
3.35% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Primecap Management CO
Pasadena, CA |
Nov 10, 2025 Q3 2025 |
21,209,187
shares
|
$1.95 Billion
1.6% of portfolio
|
Q3 2025
Added 11.42%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
17,725,669
shares
|
$1.63 Billion
2.59% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
17,084,112
shares
|
$1.57 Billion
0.54% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
17,001,627
shares
|
$1.56 Billion
0.21% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Viking Global Investors LP
|
Nov 14, 2025 Q3 2025 |
16,583,101
shares
|
$1.52 Billion
4.5% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
15,941,021
shares
|
$1.47 Billion
0.25% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
15,108,771
shares
|
$1.39 Billion
0.1% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,406,616
shares
|
$1.32 Billion
0.46% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
12,492,261
shares
|
$1.15 Billion
1.67% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
12,237,705
shares
|
$1.12 Billion
1.15% of portfolio
|
Q4 2023
Added 4.8%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,592,153
shares
|
$1.07 Billion
0.25% of portfolio
|
Q3 2025
Reduced 19.18%
|
|
|
Generation Investment Management LLP
London, X0 |
Nov 10, 2025 Q3 2025 |
10,726,323
shares
|
$986 Million
6.87% of portfolio
|
Q3 2025
Reduced 22.75%
|
|
|
Flossbach Von Storch Ag
Cologne, 2M |
Nov 03, 2025 Q3 2025 |
10,631,352
shares
|
$977 Million
4.11% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
9,471,853
shares
|
$871 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.01%
|
|