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 |
---|---|---|---|---|---|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
4,647,094
shares
|
$341 Million
0.08% of portfolio
|
Q1 2024
Added 146.13%
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
4,594,139
shares
|
$337 Million
0.09% of portfolio
|
Q1 2024
Added 0.89%
|
|
Provident Trust CO
|
May 03, 2024 Q1 2024 |
4,269,180
shares
|
$313 Million
5.96% of portfolio
|
Q1 2024
Added 2.03%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
4,262,619
shares
|
$312 Million
0.47% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
4,224,442
shares
|
$310 Million
0.42% of portfolio
|
Q1 2024
Reduced 3.84%
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 09, 2024 Q1 2024 |
4,062,060
shares
|
$298 Million
0.97% of portfolio
|
Q1 2024
Added 2.96%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
3,888,831
shares
|
$285 Million
0.07% of portfolio
|
Q1 2024
Added 5.38%
|
|
Rptc Inc.
Jackson, WY |
May 15, 2024 Q1 2024 |
3,822,501
shares
|
$280 Million
58.4% of portfolio
|
Q4 2021
Reduced 20.74%
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 19, 2024 Q1 2024 |
3,769,682
shares
|
$276 Million
0.19% of portfolio
|
Q1 2024
Added 0.2%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
3,721,484
shares
|
$273 Million
0.05% of portfolio
|
Q1 2024
Added 34.7%
|
|
American Century Companies Inc
Kansas City, MO |
May 14, 2024 Q1 2024 |
3,602,150
shares
|
$264 Million
0.17% of portfolio
|
Q1 2024
Added 5.53%
|
|
First Eagle Investment Management, LLC
|
May 09, 2024 Q1 2024 |
3,579,105
shares
|
$262 Million
0.59% of portfolio
|
Q1 2024
Added 0.16%
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
May 14, 2024 Q1 2024 |
3,242,300
shares
|
$238 Million
7.92% of portfolio
|
Q1 2024
Added 3.16%
|
|
Newlands Management Operations LLC
Dallas, TX |
May 15, 2024 Q1 2024 |
3,196,166
shares
|
$234 Million
1.87% of portfolio
|
Q2 2023
New holding
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2024 Q1 2024 |
3,192,696
shares
|
$234 Million
0.19% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
New York State Common Retirement Fund
|
May 07, 2024 Q1 2024 |
3,159,177
shares
|
$232 Million
0.3% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
Rhumbline Advisers
Boston, MA |
May 09, 2024 Q1 2024 |
2,930,047
shares
|
$215 Million
0.21% of portfolio
|
Q1 2024
Reduced 3.01%
|
|
Findlay Park Partners LLP
London, X0 |
Apr 30, 2024 Q1 2024 |
2,868,488
shares
|
$210 Million
2.02% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
Hsbc Holdings PLC
London, X0 |
May 15, 2024 Q1 2024 |
2,744,871
shares
|
$201 Million
0.14% of portfolio
|
Q1 2024
Added 15.55%
|
|
Intermede Investment Partners LTD
|
May 10, 2024 Q1 2024 |
2,732,141
shares
|
$200 Million
4.03% of portfolio
|
Q1 2024
Reduced 12.13%
|
|
California Public Employees Retirement System
Sacramento, CA |
Apr 30, 2024 Q1 2024 |
2,617,556
shares
|
$192 Million
0.13% of portfolio
|
Q1 2024
Reduced 2.7%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
2,543,475
shares
|
$186 Million
0.26% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
2,541,699
shares
|
$186 Million
2.02% of portfolio
|
Q1 2024
Reduced 45.82%
|
|
Route One Investment Company, L.P.
San Francisco, CA |
May 15, 2024 Q1 2024 |
2,504,643
shares
|
$184 Million
6.6% of portfolio
|
Q1 2024
Reduced 10.52%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
2,458,043
shares
|
$180 Million
0.09% of portfolio
|
Q1 2024
Reduced 15.27%
|