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 2,073 institutions that hold shares in the stock, with a total of 1.49 Billion shares, which have been reported (via 13F filing form) to have a value of $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 14, 2024 Q1 2024 |
226,085,359
shares
|
$17.8 Billion
26.06% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
120,963,133
shares
|
$9.53 Billion
0.18% of portfolio
|
Q1 2024
Added 0.87%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
99,536,627
shares
|
$7.84 Billion
0.17% of portfolio
|
Q1 2024
Added 4.58%
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2024 Q1 2024 |
86,297,094
shares
|
$6.8 Billion
3.82% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 15, 2024 Q1 2024 |
72,306,560
shares
|
$5.7 Billion
0.64% of portfolio
|
Q1 2024
Added 4.25%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
61,539,248
shares
|
$4.85 Billion
0.2% of portfolio
|
Q1 2024
Added 0.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
40,834,832
shares
|
$3.22 Billion
0.27% of portfolio
|
Q1 2024
Reduced 6.52%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 14, 2024 Q1 2024 |
30,753,371
shares
|
$2.42 Billion
0.69% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
29,043,523
shares
|
$2.29 Billion
0.2% of portfolio
|
Q1 2024
Added 3.18%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
23,289,117
shares
|
$1.83 Billion
0.14% of portfolio
|
Q1 2024
Reduced 6.57%
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2024 Q1 2024 |
22,773,650
shares
|
$1.79 Billion
2.72% of portfolio
|
Q1 2024
Added 19.38%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
19,511,114
shares
|
$1.54 Billion
0.46% of portfolio
|
Q1 2024
Added 105.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
19,257,316
shares
|
$1.52 Billion
0.13% of portfolio
|
Q1 2024
Added 31.05%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
19,159,739
shares
|
$1.51 Billion
0.65% of portfolio
|
Q1 2024
Added 2.88%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
16,950,794
shares
|
$1.34 Billion
0.45% of portfolio
|
Q1 2024
Reduced 9.7%
|
|
|
Flossbach Von Storch Ag
Cologne, 2M |
May 06, 2024 Q1 2024 |
14,295,917
shares
|
$1.13 Billion
4.51% of portfolio
|
Q1 2024
Reduced 17.23%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
14,285,130
shares
|
$1.13 Billion
0.18% of portfolio
|
Q1 2024
Reduced 5.58%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
13,836,164
shares
|
$1.09 Billion
0.22% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
13,105,294
shares
|
$1.03 Billion
0.29% of portfolio
|
Q1 2024
Reduced 5.29%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
May 13, 2024 Q1 2024 |
12,992,898
shares
|
$1.02 Billion
1.45% of portfolio
|
Q1 2024
Added 42.13%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
12,237,705
shares
|
$964 Million
1.15% of portfolio
|
Q4 2023
Added 4.8%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 15, 2024 Q1 2024 |
10,886,138
shares
|
$858 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Legal & General Group PLC
London, X0 |
May 14, 2024 Q1 2024 |
10,578,583
shares
|
$833 Million
0.18% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
9,440,828
shares
|
$744 Million
0.12% of portfolio
|
Q1 2024
Added 4.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
9,310,986
shares
|
$734 Million
0.19% of portfolio
|
Q1 2024
Added 12.23%
|
|