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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,397,847
shares
|
$129 Million
0.14% of portfolio
|
Q2 2025
Reduced 16.77%
|
|
|
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 |
Aug 13, 2025 Q2 2025 |
1,388,294
shares
|
$128 Million
0.02% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Tom Gayner
Markel Corp
|
Aug 01, 2025 Q2 2025 |
1,364,800
shares
|
$126 Million
1.17% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
1,345,009
shares
|
$124 Million
0.99% of portfolio
|
Q2 2025
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,340,955
shares
|
$124 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Aug 12, 2025 Q2 2025 |
1,332,768
shares
|
$123 Million
2.5% of portfolio
|
Q2 2025
Added 65.28%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
1,317,641
shares
|
$121 Million
0.17% of portfolio
|
Q2 2025
Added 82.84%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
1,316,718
shares
|
$121 Million
0.11% of portfolio
|
Q2 2025
Added 19.31%
|
|
|
Parnassus Investments, LLC
|
Aug 06, 2025 Q2 2025 |
1,306,604
shares
|
$120 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Aug 14, 2025 Q2 2025 |
1,288,327
shares
|
$119 Million
0.28% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Australian Super Pty LTD
|
Aug 01, 2025 Q2 2025 |
1,276,570
shares
|
$118 Million
0.61% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
1,268,772
shares
|
$117 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
New York State Teachers Retirement System
|
Jul 28, 2025 Q2 2025 |
1,257,498
shares
|
$116 Million
0.24% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
1,253,849
shares
|
$115 Million
0.25% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
1,245,036
shares
|
$115 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Bristol John W & CO Inc
|
Aug 13, 2025 Q2 2025 |
1,232,929
shares
|
$114 Million
1.96% of portfolio
|
Q2 2025
Added 42.23%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
1,216,436
shares
|
$112 Million
0.19% of portfolio
|
Q2 2025
Added 36.78%
|
|
|
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%
|
|
|
Korea Investment Corp
Seoul, M5 |
Aug 13, 2025 Q2 2025 |
1,198,496
shares
|
$110 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
1,165,082
shares
|
$107 Million
0.14% of portfolio
|
Q2 2025
Added 27.41%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
1,162,782
shares
|
$107 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,150,991
shares
|
$106 Million
0.41% of portfolio
|
Q2 2025
Reduced 37.52%
|
|
|
Retirement Systems Of Alabama
|
Aug 04, 2025 Q2 2025 |
1,143,266
shares
|
$105 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Aug 12, 2025 Q2 2025 |
1,127,602
shares
|
$104 Million
0.27% of portfolio
|
Q2 2025
Added 1.87%
|