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 2,083 institutions that hold shares in the stock, with a total of 1.44 Billion shares, which have been reported (via 13F filing form) to have a value of $113 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Corda Investment Management, Llc.
Houston, TX |
Oct 29, 2024 Q3 2024 |
630,430
shares
|
$49.1 Million
3.26% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
625,186
shares
|
$48.7 Million
1.9% of portfolio
|
Q3 2021
Added 48.1%
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
623,772
shares
|
$48.6 Million
3.88% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
613,851
shares
|
$47.8 Million
0.07% of portfolio
|
Q3 2024
Added 26.51%
|
|
Prana Capital Management, LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
609,737
shares
|
$47.5 Million
1.86% of portfolio
|
Q3 2024
Reduced 29.8%
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2024 Q3 2024 |
605,261
shares
|
$47.2 Million
0.05% of portfolio
|
Q4 2023
Reduced 1.53%
|
|
North Reef Capital Management LP
Laguna Beach, CA |
Nov 14, 2024 Q3 2024 |
599,999
shares
|
$46.8 Million
1.82% of portfolio
|
Q3 2024
Added 207.69%
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
594,649
shares
|
$46.3 Million
0.14% of portfolio
|
Q3 2024
Added 2.0%
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
592,401
shares
|
$46.2 Million
0.06% of portfolio
|
Q3 2024
Added 6.05%
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
585,308
shares
|
$45.6 Million
0.14% of portfolio
|
Q3 2024
Added 11.86%
|
|
Mn Services Vermogensbeheer B.V.
|
Oct 30, 2024 Q3 2024 |
584,700
shares
|
$45.6 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
582,705
shares
|
$45.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
577,572
shares
|
$45 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
573,238
shares
|
$44.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 89.27%
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
568,871
shares
|
$44.3 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2024 Q3 2024 |
557,220
shares
|
$43.4 Million
0.78% of portfolio
|
Q3 2024
Reduced 53.95%
|
|
Mount Capital LTD
|
Nov 13, 2024 Q3 2024 |
556,678
shares
|
$43.4 Million
12.77% of portfolio
|
Q3 2024
Added 22.29%
|
|
State Of New Jersey Common Pension Fund D
|
Nov 04, 2024 Q3 2024 |
556,502
shares
|
$43.4 Million
0.15% of portfolio
|
Q3 2024
Added 0.04%
|
|
Aviva PLC
|
Nov 14, 2024 Q3 2024 |
548,497
shares
|
$42.7 Million
0.1% of portfolio
|
Q3 2024
Added 2.28%
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
546,186
shares
|
$42.6 Million
0.03% of portfolio
|
Q3 2024
Added 1.73%
|
|
Hardman Johnston Global Advisors LLC
|
Oct 30, 2024 Q3 2024 |
543,693
shares
|
$42.4 Million
1.43% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
541,079
shares
|
$42.2 Million
0.11% of portfolio
|
Q3 2024
Added 3.85%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
534,482
shares
|
$41.7 Million
0.14% of portfolio
|
Q3 2024
Added 5.0%
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2024 Q3 2024 |
519,945
shares
|
$40.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 11.97%
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
511,376
shares
|
$39.9 Million
0.03% of portfolio
|
Q3 2024
Added 18.32%
|