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 2,082 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 $118 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rptc Inc.
Jackson, WY |
Nov 14, 2024 Q3 2024 |
3,822,501
shares
|
$311 Million
53.92% of portfolio
|
Q4 2021
Reduced 20.74%
|
|
|
Route One Investment Company, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,712,843
shares
|
$302 Million
8.44% of portfolio
|
Q3 2024
Added 66.04%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,619,657
shares
|
$294 Million
1.3% of portfolio
|
Q3 2024
Added 33.56%
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,567,967
shares
|
$290 Million
0.48% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Nov 05, 2024 Q3 2024 |
3,346,606
shares
|
$272 Million
0.15% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
Nov 13, 2024 Q3 2024 |
3,279,342
shares
|
$266 Million
6.54% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,254,921
shares
|
$264 Million
0.17% of portfolio
|
Q3 2024
Added 498.12%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
3,232,736
shares
|
$263 Million
0.29% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Newlands Management Operations LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,196,166
shares
|
$260 Million
1.5% of portfolio
|
Q2 2023
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
3,121,578
shares
|
$254 Million
0.12% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
3,045,287
shares
|
$247 Million
0.21% of portfolio
|
Q3 2024
Reduced 80.11%
|
|
|
Darsana Capital Partners LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,000,000
shares
|
$244 Million
4.79% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 13, 2024 Q3 2024 |
2,975,391
shares
|
$242 Million
0.14% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,925,201
shares
|
$238 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.01%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,916,988
shares
|
$237 Million
0.03% of portfolio
|
Q3 2024
Reduced 70.41%
|
|
|
Cooke & Bieler LP
|
Nov 08, 2024 Q3 2024 |
2,874,487
shares
|
$234 Million
1.9% of portfolio
|
Q3 2024
Added 32.39%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,840,429
shares
|
$231 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Findlay Park Partners LLP
London, X0 |
Nov 04, 2024 Q3 2024 |
2,816,488
shares
|
$229 Million
1.88% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Oct 29, 2024 Q3 2024 |
2,811,836
shares
|
$228 Million
0.18% of portfolio
|
Q3 2024
Added 15.59%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
2,521,546
shares
|
$205 Million
1.02% of portfolio
|
Q3 2024
Added 36.44%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
2,508,276
shares
|
$204 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
2,438,515
shares
|
$198 Million
0.17% of portfolio
|
Q1 2024
Reduced 12.62%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,421,708
shares
|
$197 Million
1.05% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
2,419,886
shares
|
$197 Million
0.3% of portfolio
|
Q3 2024
Added 23.76%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
2,409,529
shares
|
$196 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.56%
|