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 2,083 institutions that hold shares in the stock, with a total of 1.45 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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
327,996
shares
|
$27.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
327,741
shares
|
$27.1 Million
0.24% of portfolio
|
Q3 2024
Added 548.02%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
325,487
shares
|
$26.9 Million
2.86% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
325,206
shares
|
$26.9 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
321,139
shares
|
$26.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Nov 12, 2024 Q3 2024 |
310,981
shares
|
$25.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Hst Ventures, LLC
|
Nov 14, 2024 Q3 2024 |
309,505
shares
|
$25.6 Million
5.68% of portfolio
|
Q3 2024
Added 342.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
306,340
shares
|
$25.3 Million
0.01% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Czech National Bank
Prague, 2N |
Oct 07, 2024 Q3 2024 |
304,322
shares
|
$25.1 Million
0.2% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Uss Investment Management LTD
|
Nov 13, 2024 Q3 2024 |
303,926
shares
|
$25.1 Million
0.15% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Ifm Investors Pty LTD
|
Oct 22, 2024 Q3 2024 |
303,722
shares
|
$25.1 Million
0.19% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2024 Q3 2024 |
303,719
shares
|
$25.1 Million
0.09% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
300,142
shares
|
$24.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.67%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
Nov 08, 2024 Q3 2024 |
299,705
shares
|
$24.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
299,240
shares
|
$24.7 Million
1.79% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
299,065
shares
|
$24.7 Million
0.09% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
295,387
shares
|
$24.4 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
292,929
shares
|
$24.2 Million
3.28% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
292,043
shares
|
$24.1 Million
1.29% of portfolio
|
Q3 2024
Added 23.33%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
290,362
shares
|
$24 Million
0.14% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Pro Share Advisors LLC
|
Nov 13, 2024 Q3 2024 |
287,120
shares
|
$23.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
284,917
shares
|
$23.5 Million
1.05% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
282,830
shares
|
$23.4 Million
0.71% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
282,577
shares
|
$23.3 Million
0.84% of portfolio
|
Q4 2022
Reduced 0.49%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
281,331
shares
|
$23.2 Million
1.99% of portfolio
|
Q3 2024
Added 0.45%
|