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 2,074 institutions that hold shares in the stock, with a total of 1.49 Billion shares, which have been reported (via 13F filing form) to have a value of $109 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Westwood Holdings Group Inc
Dallas, TX |
May 14, 2024 Q1 2024 |
1,498,929
shares
|
$110 Million
0.86% of portfolio
|
Q1 2024
Added 231.18%
|
|
Mondrian Investment Partners LTD
London, X0 |
May 07, 2024 Q1 2024 |
1,485,637
shares
|
$109 Million
1.58% of portfolio
|
Q1 2024
Added 28736.12%
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
May 15, 2024 Q1 2024 |
1,459,739
shares
|
$107 Million
0.21% of portfolio
|
Q1 2024
Added 0.98%
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 13, 2024 Q1 2024 |
1,459,268
shares
|
$107 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
New York State Teachers Retirement System
|
Apr 25, 2024 Q1 2024 |
1,443,608
shares
|
$106 Million
0.22% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
1,390,283
shares
|
$102 Million
1.77% of portfolio
|
Q4 2022
Reduced 7.84%
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2024 Q1 2024 |
1,386,956
shares
|
$102 Million
0.98% of portfolio
|
Q1 2024
Reduced 5.62%
|
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
May 03, 2024 Q1 2024 |
1,365,065
shares
|
$100 Million
2.89% of portfolio
|
Q1 2024
Reduced 10.42%
|
|
Tom Gayner
Markel Corp
|
May 03, 2024 Q1 2024 |
1,353,766
shares
|
$99.2 Million
1.03% of portfolio
|
Q1 2024
Added 1.42%
|
|
Rathbones Group PLC
Liverpool, X0 |
May 14, 2024 Q1 2024 |
1,347,534
shares
|
$98.7 Million
0.58% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
Retirement Systems Of Alabama
|
Apr 30, 2024 Q1 2024 |
1,329,870
shares
|
$97.5 Million
0.38% of portfolio
|
Q1 2024
Added 0.04%
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2024 Q1 2024 |
1,293,336
shares
|
$94.8 Million
0.43% of portfolio
|
Q1 2024
Added 3.18%
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 14, 2024 Q1 2024 |
1,287,981
shares
|
$94.4 Million
0.36% of portfolio
|
Q4 2023
Added 8272.84%
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
May 15, 2024 Q1 2024 |
1,273,057
shares
|
$93.3 Million
1.83% of portfolio
|
Q1 2024
Added 31.21%
|
|
Blue Whale Capital LLP
London, X0 |
May 14, 2024 Q1 2024 |
1,234,000
shares
|
$90.4 Million
9.42% of portfolio
|
Q3 2023
Added 0.7%
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
May 14, 2024 Q1 2024 |
1,217,073
shares
|
$89.2 Million
0.22% of portfolio
|
Q1 2024
Added 2.81%
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
1,200,752
shares
|
$88 Million
0.38% of portfolio
|
Q3 2022
Added 4.48%
|
|
Par Capital Management Inc
Boston, MA |
May 15, 2024 Q1 2024 |
1,200,000
shares
|
$87.9 Million
2.71% of portfolio
|
Q4 2023
Added 6.67%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,198,194
shares
|
$87.8 Million
0.1% of portfolio
|
Q1 2024
Reduced 5.61%
|
|
Cercano Management LLC
Bellevue, WA |
May 10, 2024 Q1 2024 |
1,193,012
shares
|
$87.4 Million
2.44% of portfolio
|
Q1 2024
Added 5.3%
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2024 Q1 2024 |
1,191,967
shares
|
$87.3 Million
0.14% of portfolio
|
Q1 2024
Added 39.52%
|
|
Ninety One Uk LTD
London, X0 |
Apr 25, 2024 Q1 2024 |
1,178,196
shares
|
$86.3 Million
0.24% of portfolio
|
Q1 2024
Reduced 82.65%
|
|
Capital International Investors
Los Angeles, CA |
May 14, 2024 Q1 2024 |
1,125,330
shares
|
$82.5 Million
0.02% of portfolio
|
Q1 2024
Added 47.61%
|
|
Ami Asset Management Corp
|
Apr 19, 2024 Q1 2024 |
1,109,909
shares
|
$81.3 Million
4.1% of portfolio
|
Q1 2024
Added 7.47%
|
|
Bank Of Nova Scotia
|
May 14, 2024 Q1 2024 |
1,095,680
shares
|
$80.3 Million
0.17% of portfolio
|
Q1 2024
Added 7.32%
|