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 2,216 institutions that hold shares in the stock, with a total of 1.48 Billion shares, which have been reported (via 13F filing form) to have a value of $119 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 14, 2025 Q4 2024 |
185,493,487
shares
|
$14.9 Billion
22.29% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
128,578,230
shares
|
$10.3 Billion
0.17% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
101,023,390
shares
|
$8.12 Billion
0.17% of portfolio
|
Q2 2024
Added 1.49%
|
|
|
Dodge & Cox
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
89,369,528
shares
|
$7.18 Billion
4.13% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
73,094,736
shares
|
$5.87 Billion
0.62% of portfolio
|
Q4 2024
Reduced 16.76%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
63,441,530
shares
|
$5.1 Billion
0.19% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
49,064,459
shares
|
$3.94 Billion
0.3% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
30,901,484
shares
|
$2.48 Billion
0.18% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
24,206,064
shares
|
$1.94 Billion
0.52% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
22,421,814
shares
|
$1.8 Billion
0.12% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Feb 12, 2025 Q4 2024 |
21,996,773
shares
|
$1.77 Billion
0.54% of portfolio
|
Q4 2024
Reduced 23.3%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
20,455,266
shares
|
$1.64 Billion
0.61% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
18,138,435
shares
|
$1.46 Billion
2.15% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Norges Bank
Oslo, Q8 |
Feb 12, 2025 Q4 2024 |
17,423,916
shares
|
$1.4 Billion
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
15,739,917
shares
|
$1.26 Billion
0.17% of portfolio
|
Q4 2024
Added 13.44%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
14,842,544
shares
|
$1.19 Billion
0.21% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
14,760,450
shares
|
$1.19 Billion
0.39% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Viking Global Investors LP
|
Feb 14, 2025 Q4 2024 |
14,658,944
shares
|
$1.18 Billion
3.67% of portfolio
|
Q4 2024
Added 526.46%
|
|
|
Generation Investment Management LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
13,493,957
shares
|
$1.08 Billion
5.37% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
13,391,307
shares
|
$1.08 Billion
0.08% of portfolio
|
Q4 2024
Reduced 31.26%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
12,237,705
shares
|
$983 Million
1.15% of portfolio
|
Q4 2023
Added 4.8%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,653,684
shares
|
$936 Million
0.21% of portfolio
|
Q4 2024
Added 27.47%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
11,005,881
shares
|
$884 Million
2.84% of portfolio
|
Q4 2024
Added 354.47%
|
|
|
Flossbach Von Storch Ag
Cologne, 2M |
Feb 03, 2025 Q4 2024 |
10,734,076
shares
|
$862 Million
3.21% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
9,723,150
shares
|
$781 Million
0.19% of portfolio
|
Q4 2024
Added 5.34%
|