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 |
|---|---|---|---|---|---|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,372,309
shares
|
$127 Million
0.11% of portfolio
|
Q1 2025
Reduced 13.96%
|
|
|
Tom Gayner
Markel Corp
|
May 02, 2025 Q1 2025 |
1,364,800
shares
|
$126 Million
1.04% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Australian Super Pty LTD
|
May 05, 2025 Q1 2025 |
1,362,315
shares
|
$126 Million
0.62% of portfolio
|
Q1 2025
Reduced 28.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,348,392
shares
|
$124 Million
0.04% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
1,348,199
shares
|
$124 Million
1.5% of portfolio
|
Q1 2025
Added 50.9%
|
|
|
Parnassus Investments, LLC
|
May 14, 2025 Q1 2025 |
1,307,324
shares
|
$121 Million
0.26% of portfolio
|
Q1 2025
Reduced 22.88%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
1,300,281
shares
|
$120 Million
0.24% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Korea Investment Corp
Seoul, M5 |
May 14, 2025 Q1 2025 |
1,283,191
shares
|
$118 Million
0.25% of portfolio
|
Q1 2025
Added 12.96%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
May 13, 2025 Q1 2025 |
1,281,683
shares
|
$118 Million
0.25% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
1,251,076
shares
|
$115 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
1,247,313
shares
|
$115 Million
0.17% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
1,206,039
shares
|
$111 Million
0.37% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
1,200,752
shares
|
$111 Million
0.38% of portfolio
|
Q3 2022
Added 4.48%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
1,181,563
shares
|
$109 Million
0.2% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
1,152,662
shares
|
$106 Million
0.28% of portfolio
|
Q1 2025
Added 43.64%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
1,135,480
shares
|
$105 Million
2.71% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Junto Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
1,132,385
shares
|
$105 Million
1.94% of portfolio
|
Q1 2025
New holding
|
|
|
Aviva PLC
|
May 15, 2025 Q1 2025 |
1,122,790
shares
|
$104 Million
0.22% of portfolio
|
Q1 2025
Added 16.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,113,723
shares
|
$103 Million
0.18% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
1,108,183
shares
|
$102 Million
0.18% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
1,106,881
shares
|
$102 Million
0.26% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
1,103,616
shares
|
$102 Million
0.09% of portfolio
|
Q1 2025
Added 19.57%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
1,075,619
shares
|
$99.3 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
May 13, 2025 Q1 2025 |
1,044,738
shares
|
$96.5 Million
0.22% of portfolio
|
Q1 2025
Added 287.97%
|
|
|
Ninety One Uk LTD
London, X0 |
Apr 30, 2025 Q1 2025 |
1,044,304
shares
|
$96.4 Million
0.24% of portfolio
|
Q1 2025
Reduced 16.94%
|