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 |
|---|---|---|---|---|---|
|
Provident Trust CO
|
Aug 04, 2025 Q2 2025 |
4,576,369
shares
|
$421 Million
7.71% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Aug 06, 2025 Q2 2025 |
4,565,374
shares
|
$420 Million
6.11% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
4,385,494
shares
|
$404 Million
4.12% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2025 Q2 2025 |
4,323,063
shares
|
$398 Million
2.35% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
4,214,200
shares
|
$388 Million
0.46% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
4,078,410
shares
|
$376 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,026,857
shares
|
$371 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
3,963,095
shares
|
$365 Million
0.33% of portfolio
|
Q2 2025
Added 33.7%
|
|
|
Farallon Capital Management LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,959,057
shares
|
$365 Million
1.62% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
3,917,265
shares
|
$361 Million
0.23% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Aug 07, 2025 Q2 2025 |
3,840,019
shares
|
$354 Million
0.31% of portfolio
|
Q2 2025
Added 22.01%
|
|
|
Rptc Inc.
Jackson, WY |
Aug 14, 2025 Q2 2025 |
3,822,501
shares
|
$352 Million
61.63% of portfolio
|
Q4 2021
Reduced 20.74%
|
|
|
D1 Capital Partners L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,523,904
shares
|
$325 Million
5.99% of portfolio
|
Q2 2025
Reduced 19.1%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
3,418,918
shares
|
$315 Million
0.19% of portfolio
|
Q2 2025
Reduced 15.75%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
3,277,467
shares
|
$302 Million
0.24% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
Aug 13, 2025 Q2 2025 |
3,196,830
shares
|
$294 Million
9.12% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Newlands Management Operations LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,196,166
shares
|
$294 Million
1.54% of portfolio
|
Q2 2023
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
3,061,161
shares
|
$282 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
3,025,726
shares
|
$279 Million
0.16% of portfolio
|
Q2 2025
Reduced 12.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,019,099
shares
|
$278 Million
0.06% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,984,760
shares
|
$275 Million
0.14% of portfolio
|
Q2 2025
Added 58.33%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Aug 13, 2025 Q2 2025 |
2,946,962
shares
|
$271 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
2,894,395
shares
|
$267 Million
0.32% of portfolio
|
Q2 2025
Added 495.75%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
2,857,238
shares
|
$263 Million
0.21% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,843,926
shares
|
$262 Million
0.51% of portfolio
|
Q2 2025
Added 46.13%
|