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 |
|---|---|---|---|---|---|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jul 29, 2025 Q2 2025 |
2,734,960
shares
|
$252 Million
0.24% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Findlay Park Partners LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
2,726,369
shares
|
$251 Million
2.9% of portfolio
|
Q2 2025
Reduced 19.65%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
2,705,116
shares
|
$249 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
2,701,032
shares
|
$249 Million
0.28% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,675,619
shares
|
$246 Million
0.09% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
2,664,658
shares
|
$245 Million
1.13% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
2,576,688
shares
|
$237 Million
1.4% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
2,549,953
shares
|
$235 Million
0.2% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,524,058
shares
|
$232 Million
0.12% of portfolio
|
Q2 2025
Added 15.24%
|
|
|
Route One Investment Company, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,515,343
shares
|
$232 Million
10.29% of portfolio
|
Q2 2025
Reduced 25.45%
|
|
|
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%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
2,433,111
shares
|
$224 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
2,431,002
shares
|
$224 Million
0.45% of portfolio
|
Q2 2025
Added 47.13%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
2,410,858
shares
|
$222 Million
0.36% of portfolio
|
Q2 2025
Reduced 18.32%
|
|
|
Point State Capital LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,408,147
shares
|
$222 Million
3.72% of portfolio
|
Q2 2025
Reduced 21.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
2,378,672
shares
|
$219 Million
0.47% of portfolio
|
Q2 2025
Added 14.48%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,366,170
shares
|
$218 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Cooke & Bieler LP
|
Aug 04, 2025 Q2 2025 |
2,255,425
shares
|
$208 Million
2.31% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Darsana Capital Partners LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,250,000
shares
|
$207 Million
6.56% of portfolio
|
Q1 2025
New holding
|
|
|
Veritas Asset Management LLP
|
Aug 07, 2025 Q2 2025 |
2,223,011
shares
|
$205 Million
2.21% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
2,190,801
shares
|
$202 Million
0.23% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
2,185,390
shares
|
$201 Million
0.76% of portfolio
|
Q2 2025
Reduced 32.55%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,104,071
shares
|
$194 Million
4.26% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
North Peak Capital Management, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,095,620
shares
|
$193 Million
15.01% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
2,031,878
shares
|
$187 Million
0.23% of portfolio
|
Q2 2025
Added 112.35%
|