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 |
|---|---|---|---|---|---|
|
Crawford Investment Counsel Inc
Atlanta, GA |
May 15, 2025 Q1 2025 |
1,037,881
shares
|
$95.8 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
1,034,454
shares
|
$95.5 Million
0.09% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
1,029,545
shares
|
$95 Million
4.41% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Abrdn PLC
|
May 13, 2025 Q1 2025 |
1,019,623
shares
|
$94.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 13.45%
|
|
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,016,931
shares
|
$93.9 Million
8.96% of portfolio
|
Q1 2025
New holding
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
995,600
shares
|
$91.9 Million
0.69% of portfolio
|
Q1 2025
Added 1222.18%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
992,582
shares
|
$91.6 Million
0.21% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
967,300
shares
|
$89.3 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
961,439
shares
|
$88.8 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
957,641
shares
|
$88.4 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
957,596
shares
|
$88.4 Million
0.41% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
956,864
shares
|
$88.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 77.12%
|
|
|
Burkehill Global Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
950,000
shares
|
$87.7 Million
5.53% of portfolio
|
Q1 2025
New holding
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
May 13, 2025 Q1 2025 |
949,066
shares
|
$87.6 Million
2.99% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
940,501
shares
|
$86.8 Million
0.08% of portfolio
|
Q1 2025
Added 49.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
934,833
shares
|
$86.3 Million
0.08% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
915,334
shares
|
$84.5 Million
1.42% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
914,455
shares
|
$84.4 Million
0.11% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
909,148
shares
|
$83.9 Million
0.23% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Par Capital Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
905,000
shares
|
$83.5 Million
2.4% of portfolio
|
Q4 2024
Reduced 30.38%
|
|
|
Thornburg Investment Management Inc
|
May 07, 2025 Q1 2025 |
901,559
shares
|
$83.2 Million
1.06% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
900,362
shares
|
$83.1 Million
2.62% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
889,350
shares
|
$82.1 Million
0.14% of portfolio
|
Q1 2025
Reduced 99.52%
|
|
|
Bristol John W & CO Inc
|
May 14, 2025 Q1 2025 |
866,853
shares
|
$80 Million
1.22% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
863,837
shares
|
$79.7 Million
0.21% of portfolio
|
Q1 2025
Reduced 39.63%
|