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 2,462 institutions that hold shares in the stock, with a total of 1.46 Billion shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flossbach Von Storch Ag
Cologne, 2M |
Aug 07, 2025 Q2 2025 |
10,580,171
shares
|
$974 Million
4.04% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
9,472,454
shares
|
$872 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
9,162,235
shares
|
$844 Million
0.22% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
9,053,713
shares
|
$834 Million
0.15% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
9,007,883
shares
|
$830 Million
0.12% of portfolio
|
Q2 2025
Added 14.71%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
8,569,949
shares
|
$789 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
7,672,993
shares
|
$707 Million
7.89% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
7,294,943
shares
|
$672 Million
1.22% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Bamco Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
7,051,368
shares
|
$649 Million
1.83% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,889,739
shares
|
$635 Million
0.99% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
Aug 13, 2025 Q2 2025 |
6,598,822
shares
|
$608 Million
12.1% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
6,425,312
shares
|
$592 Million
0.11% of portfolio
|
Q2 2025
Added 33.5%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,410,491
shares
|
$590 Million
0.14% of portfolio
|
Q4 2024
Reduced 50.85%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
6,360,756
shares
|
$586 Million
0.3% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
6,338,971
shares
|
$584 Million
0.22% of portfolio
|
Q2 2025
Added 23.64%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
6,314,824
shares
|
$582 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
6,189,664
shares
|
$570 Million
0.17% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
5,766,700
shares
|
$531 Million
0.15% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
5,744,025
shares
|
$529 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
5,644,295
shares
|
$520 Million
1.12% of portfolio
|
Q2 2025
Added 15.85%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,633,133
shares
|
$519 Million
0.6% of portfolio
|
Q3 2022
Reduced 10.58%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
5,518,101
shares
|
$508 Million
0.12% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
5,285,864
shares
|
$487 Million
0.81% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
4,653,846
shares
|
$429 Million
0.36% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,620,554
shares
|
$426 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.02%
|