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 2,082 institutions that hold shares in the stock, with a total of 1.45 Billion shares, which have been reported (via 13F filing form) to have a value of $118 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,086,616
shares
|
$88.3 Million
0.16% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
1,078,747
shares
|
$87.7 Million
0.37% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
1,066,062
shares
|
$86.6 Million
0.15% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Primecap Management CO
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
1,036,350
shares
|
$84.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
1,021,612
shares
|
$83 Million
1.22% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
1,005,466
shares
|
$81.7 Million
3.35% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 14, 2024 Q3 2024 |
994,252
shares
|
$80.8 Million
0.4% of portfolio
|
Q3 2024
Added 34.01%
|
|
|
Thornburg Investment Management Inc
|
Nov 08, 2024 Q3 2024 |
993,816
shares
|
$80.8 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
982,609
shares
|
$79.8 Million
0.79% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
982,156
shares
|
$79.8 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
939,854
shares
|
$76.4 Million
0.01% of portfolio
|
Q3 2024
Added 18.13%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
939,189
shares
|
$76.3 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
937,303
shares
|
$76.2 Million
0.14% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 13, 2024 Q3 2024 |
935,772
shares
|
$76 Million
2.48% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
919,692
shares
|
$74.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Bristol John W & CO Inc
|
Nov 14, 2024 Q3 2024 |
906,901
shares
|
$73.7 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
906,021
shares
|
$73.6 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Premier Fund Managers LTD
|
Nov 08, 2024 Q3 2024 |
900,000
shares
|
$73.1 Million
2.06% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Snyder Capital Management L P
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
899,412
shares
|
$73.1 Million
1.27% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
897,580
shares
|
$72.9 Million
0.15% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
889,779
shares
|
$72.3 Million
0.04% of portfolio
|
Q3 2024
Added 7559.94%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
865,919
shares
|
$70.4 Million
0.18% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
846,497
shares
|
$68.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 19.45%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2024 Q3 2024 |
824,468
shares
|
$67 Million
0.13% of portfolio
|
Q3 2024
Reduced 16.46%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
821,898
shares
|
$66.8 Million
0.06% of portfolio
|
Q3 2024
Added 10.32%
|