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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
855,022
shares
|
$78.9 Million
0.02% of portfolio
|
Q1 2025
Added 122.69%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
841,336
shares
|
$77.7 Million
0.32% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
819,853
shares
|
$75.7 Million
1.46% of portfolio
|
Q1 2025
Added 79.93%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
809,616
shares
|
$74.7 Million
0.12% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
807,304
shares
|
$74.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Atalanta Sosnoff Capital, LLC
|
May 15, 2025 Q1 2025 |
806,385
shares
|
$74.4 Million
1.51% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
803,803
shares
|
$74.2 Million
0.55% of portfolio
|
Q3 2022
Added 1.21%
|
|
|
Central Securities Corp
New York, NY |
May 07, 2025 Q1 2025 |
800,000
shares
|
$73.9 Million
6.03% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Employees Retirement System Of Texas
|
May 13, 2025 Q1 2025 |
797,000
shares
|
$73.6 Million
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Barr E S & CO
Lexington, KY |
May 15, 2025 Q1 2025 |
794,700
shares
|
$73.4 Million
3.85% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Treasurer Of The State Of North Carolina
|
May 15, 2025 Q1 2025 |
758,538
shares
|
$70 Million
0.24% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 09, 2025 Q1 2025 |
756,527
shares
|
$69.8 Million
0.16% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
756,186
shares
|
$69.8 Million
2.0% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
755,020
shares
|
$69.7 Million
0.08% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
752,370
shares
|
$69.5 Million
0.05% of portfolio
|
Q2 2023
Added 8.87%
|
|
|
Paralel Advisors LLC
|
May 13, 2025 Q1 2025 |
750,000
shares
|
$69.2 Million
2.45% of portfolio
|
Q2 2023
Added 114.29%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
747,162
shares
|
$69 Million
0.06% of portfolio
|
Q1 2025
Added 32.23%
|
|
|
Snyder Capital Management L P
San Francisco, CA |
May 15, 2025 Q1 2025 |
732,780
shares
|
$67.7 Million
1.3% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
729,109
shares
|
$67.3 Million
0.2% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Ami Asset Management Corp
|
Apr 23, 2025 Q1 2025 |
722,571
shares
|
$66.7 Million
3.41% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
720,641
shares
|
$66.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 33.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
718,498
shares
|
$66.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
700,377
shares
|
$64.7 Million
3.92% of portfolio
|
Q3 2022
Reduced 2.02%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
686,735
shares
|
$63.4 Million
0.16% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Delta Global Management LP
New York, NY |
May 15, 2025 Q1 2025 |
685,802
shares
|
$63.3 Million
3.87% of portfolio
|
Q1 2025
Added 25.22%
|