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 |
|---|---|---|---|---|---|
|
Point State Capital LP
New York, NY |
May 15, 2025 Q1 2025 |
3,060,536
shares
|
$283 Million
3.79% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
3,051,717
shares
|
$282 Million
0.22% of portfolio
|
Q1 2025
Added 25.15%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
2,964,077
shares
|
$274 Million
0.24% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
2,921,030
shares
|
$270 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
2,856,294
shares
|
$264 Million
0.2% of portfolio
|
Q1 2025
Added 67.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,774,274
shares
|
$256 Million
0.05% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
2,681,809
shares
|
$248 Million
1.16% of portfolio
|
Q1 2025
Reduced 75.63%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
2,660,652
shares
|
$246 Million
0.23% of portfolio
|
Q1 2025
Added 1955.65%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
May 15, 2025 Q1 2025 |
2,654,931
shares
|
$245 Million
0.52% of portfolio
|
Q1 2025
Added 199.27%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
2,643,301
shares
|
$244 Million
0.26% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
2,598,783
shares
|
$240 Million
1.29% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
2,505,407
shares
|
$231 Million
0.29% of portfolio
|
Q1 2025
Added 19.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,492,960
shares
|
$230 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,479,809
shares
|
$229 Million
0.26% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
2,476,236
shares
|
$229 Million
0.25% of portfolio
|
Q1 2025
Reduced 22.76%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
2,438,515
shares
|
$225 Million
0.17% of portfolio
|
Q1 2024
Reduced 12.62%
|
|
|
Cooke & Bieler LP
|
May 02, 2025 Q1 2025 |
2,412,315
shares
|
$223 Million
2.11% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
2,410,858
shares
|
$223 Million
0.36% of portfolio
|
Q2 2025
Reduced 18.32%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
2,358,310
shares
|
$218 Million
0.19% of portfolio
|
Q1 2025
Added 694.1%
|
|
|
Veritas Asset Management LLP
|
May 15, 2025 Q1 2025 |
2,293,473
shares
|
$212 Million
2.03% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Darsana Capital Partners LP
New York, NY |
May 15, 2025 Q1 2025 |
2,250,000
shares
|
$208 Million
5.76% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,190,253
shares
|
$202 Million
0.09% of portfolio
|
Q1 2025
Added 90.71%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
May 15, 2025 Q1 2025 |
2,184,039
shares
|
$202 Million
0.33% of portfolio
|
Q1 2025
Added 56.26%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,171,570
shares
|
$200 Million
3.89% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
2,168,868
shares
|
$200 Million
2.63% of portfolio
|
Q1 2025
Reduced 3.86%
|