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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
2,123,110
shares
|
$196 Million
0.14% of portfolio
|
Q1 2025
Reduced 98.72%
|
|
|
North Peak Capital Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,108,769
shares
|
$195 Million
16.57% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
2,090,439
shares
|
$193 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
2,043,566
shares
|
$189 Million
0.59% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
1,946,202
shares
|
$180 Million
0.36% of portfolio
|
Q1 2025
Added 193.88%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,885,171
shares
|
$174 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
May 13, 2025 Q1 2025 |
1,868,430
shares
|
$172 Million
2.67% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,857,721
shares
|
$172 Million
0.28% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
May 15, 2025 Q1 2025 |
1,842,082
shares
|
$170 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,830,654
shares
|
$169 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,803,240
shares
|
$166 Million
0.07% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
1,748,446
shares
|
$161 Million
0.48% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,679,441
shares
|
$155 Million
0.16% of portfolio
|
Q1 2025
Added 20.95%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
1,652,317
shares
|
$153 Million
0.29% of portfolio
|
Q1 2025
Reduced 33.99%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,628,057
shares
|
$150 Million
0.18% of portfolio
|
Q1 2025
Added 73.41%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
1,626,212
shares
|
$150 Million
0.17% of portfolio
|
Q1 2025
Added 28.06%
|
|
|
Azora Capital LP
Miami, FL |
May 15, 2025 Q1 2025 |
1,619,583
shares
|
$150 Million
9.45% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Equity Investment Corp
Atlanta, GA |
May 02, 2025 Q1 2025 |
1,563,592
shares
|
$144 Million
2.93% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,556,409
shares
|
$144 Million
1.26% of portfolio
|
Q1 2025
Added 358.73%
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
1,554,542
shares
|
$144 Million
0.25% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
1,547,432
shares
|
$143 Million
0.22% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Intermede Investment Partners LTD
|
May 15, 2025 Q1 2025 |
1,542,934
shares
|
$142 Million
3.8% of portfolio
|
Q1 2025
New holding
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
May 15, 2025 Q1 2025 |
1,425,125
shares
|
$132 Million
2.2% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
1,390,283
shares
|
$128 Million
1.77% of portfolio
|
Q4 2022
Reduced 7.84%
|
|
|
Capital International Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
1,376,978
shares
|
$127 Million
0.02% of portfolio
|
Q1 2025
Added 14.16%
|