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 2,327 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
4,872,095
shares
|
$450 Million
0.89% of portfolio
|
Q1 2025
Added 243.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
4,812,900
shares
|
$444 Million
0.08% of portfolio
|
Q1 2025
Reduced 23.23%
|
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Apr 30, 2025 Q1 2025 |
4,709,043
shares
|
$435 Million
5.29% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,652,755
shares
|
$430 Million
0.33% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
May 14, 2025 Q1 2025 |
4,631,869
shares
|
$428 Million
3.71% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
4,621,704
shares
|
$427 Million
0.3% of portfolio
|
Q1 2025
Reduced 25.67%
|
|
|
Provident Trust CO
|
May 02, 2025 Q1 2025 |
4,597,735
shares
|
$424 Million
6.87% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2025 Q1 2025 |
4,428,386
shares
|
$409 Million
2.06% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
D1 Capital Partners L.P.
New York, NY |
May 15, 2025 Q1 2025 |
4,355,608
shares
|
$402 Million
7.09% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
4,284,020
shares
|
$396 Million
0.1% of portfolio
|
Q1 2025
Added 37.47%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 13, 2025 Q1 2025 |
4,152,408
shares
|
$383 Million
1.16% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
4,057,907
shares
|
$375 Million
0.2% of portfolio
|
Q1 2025
Added 17.01%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
3,833,515
shares
|
$354 Million
0.22% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Farallon Capital Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,832,857
shares
|
$354 Million
1.72% of portfolio
|
Q1 2025
Added 20.95%
|
|
|
Rptc Inc.
Jackson, WY |
May 14, 2025 Q1 2025 |
3,822,501
shares
|
$353 Million
60.3% of portfolio
|
Q4 2021
Reduced 20.74%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
3,471,307
shares
|
$320 Million
0.17% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Findlay Park Partners LLP
London, X0 |
May 14, 2025 Q1 2025 |
3,393,169
shares
|
$313 Million
3.01% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Route One Investment Company, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,373,943
shares
|
$311 Million
11.25% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
May 14, 2025 Q1 2025 |
3,272,118
shares
|
$302 Million
8.46% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
3,239,897
shares
|
$299 Million
1.14% of portfolio
|
Q1 2025
Added 172.58%
|
|
|
Newlands Management Operations LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
3,196,166
shares
|
$295 Million
1.7% of portfolio
|
Q2 2023
New holding
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
May 12, 2025 Q1 2025 |
3,147,416
shares
|
$291 Million
0.24% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
3,090,828
shares
|
$285 Million
0.17% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
3,083,586
shares
|
$285 Million
0.23% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
3,070,936
shares
|
$284 Million
0.3% of portfolio
|
Q1 2025
Added 758.9%
|