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 2,074 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 $109 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Generation Investment Management LLP
London, X0 |
May 14, 2024 Q1 2024 |
8,486,899
shares
|
$622 Million
2.86% of portfolio
|
Q1 2024
Added 6.37%
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2024 Q1 2024 |
8,461,082
shares
|
$620 Million
0.34% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
Allen Investment Management LLC
|
May 07, 2024 Q1 2024 |
8,460,879
shares
|
$620 Million
7.83% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
May 14, 2024 Q1 2024 |
8,132,643
shares
|
$596 Million
10.59% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
7,666,283
shares
|
$562 Million
0.13% of portfolio
|
Q1 2024
Added 2.02%
|
|
Bamco Inc
New York, NY |
May 15, 2024 Q1 2024 |
7,432,213
shares
|
$545 Million
1.46% of portfolio
|
Q1 2024
Reduced 8.56%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
7,431,055
shares
|
$545 Million
0.13% of portfolio
|
Q1 2024
Added 6.86%
|
|
Lazard Asset Management LLC
New York, NY |
May 14, 2024 Q1 2024 |
7,305,050
shares
|
$535 Million
0.64% of portfolio
|
Q1 2024
Added 8.89%
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 15, 2024 Q1 2024 |
7,104,251
shares
|
$521 Million
0.19% of portfolio
|
Q1 2024
Reduced 10.64%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 15, 2024 Q1 2024 |
6,693,762
shares
|
$491 Million
0.23% of portfolio
|
Q1 2024
Reduced 11.22%
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 29, 2024 Q1 2024 |
6,297,189
shares
|
$461 Million
0.28% of portfolio
|
Q1 2024
Added 8.34%
|
|
Donald Yacktman
Yacktman Asset Management LP
|
May 02, 2024 Q1 2024 |
6,280,994
shares
|
$460 Million
4.32% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
Barclays PLC
London, X0 |
May 15, 2024 Q1 2024 |
6,042,873
shares
|
$443 Million
0.15% of portfolio
|
Q1 2024
Added 45.82%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
5,778,414
shares
|
$423 Million
0.88% of portfolio
|
Q1 2024
Added 4.31%
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2024 Q1 2024 |
5,722,368
shares
|
$419 Million
0.76% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
Van Eck Associates Corp
|
Apr 30, 2024 Q1 2024 |
5,671,630
shares
|
$416 Million
0.64% of portfolio
|
Q1 2024
Added 5.27%
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,633,133
shares
|
$413 Million
0.6% of portfolio
|
Q3 2022
Reduced 10.58%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
5,448,160
shares
|
$399 Million
0.15% of portfolio
|
Q1 2024
Added 13.53%
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2024 Q1 2024 |
5,437,183
shares
|
$398 Million
2.08% of portfolio
|
Q1 2024
Reduced 2.81%
|
|
Boston Partners
Boston, MA |
May 28, 2024 Q1 2024 |
5,395,138
shares
|
$395 Million
0.48% of portfolio
|
Q1 2024
Added 21.21%
|
|
Theleme Partners LLP
London, X0 |
May 14, 2024 Q1 2024 |
5,070,545
shares
|
$372 Million
18.59% of portfolio
|
Q1 2024
Reduced 9.95%
|
|
Schroder Investment Management Group
London, X0 |
May 14, 2024 Q1 2024 |
4,940,526
shares
|
$362 Million
0.43% of portfolio
|
Q1 2024
Reduced 9.12%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
4,839,229
shares
|
$355 Million
0.16% of portfolio
|
Q1 2024
Added 469.67%
|
|
Fiduciary Management Inc
Milwaukee, WI |
May 14, 2024 Q1 2024 |
4,807,858
shares
|
$352 Million
3.11% of portfolio
|
Q1 2024
Reduced 6.76%
|
|
Amundi
Paris, I0 |
May 15, 2024 Q1 2024 |
4,775,320
shares
|
$350 Million
0.14% of portfolio
|
Q1 2024
Reduced 15.9%
|