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 2,136 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 $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,919,860
shares
|
$742 Million
0.85% of portfolio
|
Q3 2024
Added 18.87%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
8,494,607
shares
|
$707 Million
6.6% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
8,133,490
shares
|
$677 Million
0.11% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
7,450,286
shares
|
$620 Million
8.86% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
7,269,280
shares
|
$605 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
7,056,432
shares
|
$587 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
6,623,387
shares
|
$551 Million
0.23% of portfolio
|
Q3 2024
Reduced 19.45%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
6,558,280
shares
|
$546 Million
0.18% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
6,370,445
shares
|
$530 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,298,987
shares
|
$524 Million
0.81% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
5,826,244
shares
|
$485 Million
0.67% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,633,133
shares
|
$469 Million
0.6% of portfolio
|
Q3 2022
Reduced 10.58%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
5,528,065
shares
|
$460 Million
0.1% of portfolio
|
Q3 2024
Added 22.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,357,722
shares
|
$446 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
5,032,867
shares
|
$419 Million
3.08% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
4,878,961
shares
|
$406 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Jan 29, 2025 Q4 2024 |
4,874,070
shares
|
$405 Million
4.57% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
4,795,949
shares
|
$399 Million
0.4% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
4,785,158
shares
|
$398 Million
1.66% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
4,651,557
shares
|
$387 Million
0.13% of portfolio
|
Q4 2024
Reduced 23.57%
|
|
|
Provident Trust CO
|
Jan 31, 2025 Q4 2024 |
4,646,078
shares
|
$386 Million
6.06% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,495,199
shares
|
$374 Million
0.06% of portfolio
|
Q3 2024
Added 51.88%
|
|
|
Theleme Partners LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
4,202,505
shares
|
$350 Million
16.05% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Dec 13, 2024 Q3 2024 |
3,967,831
shares
|
$330 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
3,930,341
shares
|
$327 Million
0.15% of portfolio
|
Q3 2024
Added 21.15%
|