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 |
|---|---|---|---|---|---|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
275,976
shares
|
$22.8 Million
0.27% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Heron Bay Capital Management
|
Nov 08, 2024 Q3 2024 |
270,414
shares
|
$22.3 Million
3.79% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
267,335
shares
|
$22.1 Million
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
266,203
shares
|
$22 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
262,534
shares
|
$21.7 Million
0.84% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
262,079
shares
|
$21.6 Million
0.24% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
259,767
shares
|
$21.5 Million
0.09% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Fjarde Ap Fonden
|
Nov 08, 2024 Q3 2024 |
259,760
shares
|
$21.5 Million
0.17% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
256,716
shares
|
$21.2 Million
0.1% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Oct 23, 2024 Q3 2024 |
256,193
shares
|
$21.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Nov 05, 2024 Q3 2024 |
254,444
shares
|
$21 Million
1.56% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
252,801
shares
|
$20.9 Million
0.29% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
251,003
shares
|
$20.7 Million
7.07% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
249,660
shares
|
$20.6 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
246,570
shares
|
$20.4 Million
0.18% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
245,871
shares
|
$20.3 Million
0.06% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Tpi Fund Managers LTD
|
Aug 08, 2022 Q2 2022 |
242,153
shares
|
$20 Million
2.56% of portfolio
|
Q2 2022
Added 2.49%
|
|
|
Blue Whale Capital LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
240,986
shares
|
$19.9 Million
1.35% of portfolio
|
Q3 2024
Reduced 80.36%
|
|
|
Harber Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
237,815
shares
|
$19.6 Million
4.68% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
237,770
shares
|
$19.6 Million
0.51% of portfolio
|
Q4 2022
Reduced 1.83%
|
|
|
Dudley & Shanley, Inc.
|
Jul 09, 2024 Q2 2024 |
235,483
shares
|
$19.5 Million
3.01% of portfolio
|
Q2 2024
Added 24.8%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
233,516
shares
|
$19.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 73.54%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
232,106
shares
|
$19.2 Million
1.42% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
231,891
shares
|
$19.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
228,820
shares
|
$18.9 Million
2.46% of portfolio
|
Q1 2023
Reduced 0.47%
|