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 2,065 institutions that hold shares in the stock, with a total of 1.5 Billion shares, which have been reported (via 13F filing form) to have a value of $114 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2024 Q2 2024 |
225,962,971
shares
|
$17.1 Billion
27.05% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
122,207,640
shares
|
$9.26 Billion
0.18% of portfolio
|
Q2 2024
Added 1.03%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
101,023,390
shares
|
$7.65 Billion
0.17% of portfolio
|
Q2 2024
Added 1.49%
|
|
Dodge & Cox
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
85,787,053
shares
|
$6.5 Billion
3.99% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2024 Q2 2024 |
85,194,207
shares
|
$6.45 Billion
0.75% of portfolio
|
Q2 2024
Added 17.82%
|
|
State Street Corp
Boston, MA |
Aug 14, 2024 Q2 2024 |
61,661,498
shares
|
$4.67 Billion
0.2% of portfolio
|
Q2 2024
Added 0.2%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
43,992,195
shares
|
$3.33 Billion
0.29% of portfolio
|
Q2 2024
Added 7.73%
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
29,696,137
shares
|
$2.25 Billion
0.19% of portfolio
|
Q2 2024
Added 2.25%
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 09, 2024 Q2 2024 |
26,967,993
shares
|
$2.04 Billion
0.63% of portfolio
|
Q2 2024
Reduced 12.31%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
23,181,092
shares
|
$1.76 Billion
0.13% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
Harris Associates L P
Chicago, IL |
Aug 14, 2024 Q2 2024 |
22,925,061
shares
|
$1.74 Billion
2.92% of portfolio
|
Q2 2024
Added 0.66%
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
21,103,311
shares
|
$1.6 Billion
0.5% of portfolio
|
Q2 2024
Added 8.16%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
19,696,294
shares
|
$1.49 Billion
0.63% of portfolio
|
Q2 2024
Added 2.8%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
18,095,458
shares
|
$1.37 Billion
0.12% of portfolio
|
Q2 2024
Reduced 6.03%
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
15,309,773
shares
|
$1.16 Billion
1.23% of portfolio
|
Q2 2024
Added 632.73%
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
14,940,692
shares
|
$1.13 Billion
0.4% of portfolio
|
Q2 2024
Reduced 11.86%
|
|
Norges Bank
Oslo, Q8 |
Aug 14, 2024 Q2 2024 |
14,819,884
shares
|
$1.12 Billion
0.17% of portfolio
|
Q2 2023
Added 9.06%
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
14,357,879
shares
|
$1.09 Billion
0.18% of portfolio
|
Q2 2024
Added 0.51%
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
Aug 12, 2024 Q2 2024 |
12,947,772
shares
|
$981 Million
1.51% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Aug 09, 2024 Q2 2024 |
12,940,272
shares
|
$980 Million
0.29% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
12,694,835
shares
|
$962 Million
0.2% of portfolio
|
Q2 2024
Reduced 8.25%
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
12,237,705
shares
|
$927 Million
1.15% of portfolio
|
Q4 2023
Added 4.8%
|
|
Flossbach Von Storch Ag
Cologne, 2M |
Aug 02, 2024 Q2 2024 |
11,400,695
shares
|
$864 Million
3.55% of portfolio
|
Q2 2024
Reduced 20.25%
|
|
Legal & General Group PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
10,886,058
shares
|
$825 Million
0.18% of portfolio
|
Q2 2024
Added 2.11%
|
|
Wellington Management Group LLP
Boston, MA |
Aug 13, 2024 Q2 2024 |
9,858,638
shares
|
$747 Million
0.13% of portfolio
|
Q2 2024
Reduced 9.44%
|