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 2,074 institutions that hold shares in the stock, with a total of 1.49 Billion shares, which have been reported (via 13F filing form) to have a value of $109 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
700,377
shares
|
$51.3 Million
3.92% of portfolio
|
Q3 2022
Reduced 2.02%
|
|
Central Securities Corp
New York, NY |
May 07, 2024 Q1 2024 |
700,000
shares
|
$51.3 Million
5.24% of portfolio
|
Q2 2023
Added 16.67%
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 15, 2024 Q1 2024 |
697,284
shares
|
$51.1 Million
0.2% of portfolio
|
Q1 2024
Reduced 6.81%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
687,769
shares
|
$50.4 Million
0.07% of portfolio
|
Q1 2024
Reduced 35.47%
|
|
British Columbia Investment Management Corp
Victoria, A1 |
May 14, 2024 Q1 2024 |
685,802
shares
|
$50.3 Million
0.35% of portfolio
|
Q1 2024
Reduced 1.92%
|
|
Crestwood Advisors Group LLC
|
May 08, 2024 Q1 2024 |
681,701
shares
|
$50 Million
1.1% of portfolio
|
Q1 2024
Added 0.33%
|
|
Treasurer Of The State Of North Carolina
|
May 09, 2024 Q1 2024 |
680,527
shares
|
$49.9 Million
0.22% of portfolio
|
Q1 2024
Added 0.63%
|
|
Allspring Global Investments Holdings, LLC
|
Apr 29, 2024 Q1 2024 |
679,477
shares
|
$49.8 Million
0.08% of portfolio
|
Q1 2024
Reduced 23.08%
|
|
Aureus Asset Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
678,826
shares
|
$49.7 Million
3.38% of portfolio
|
Q1 2024
Reduced 0.66%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
675,068
shares
|
$49.5 Million
0.08% of portfolio
|
Q1 2024
Reduced 14.9%
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2024 Q1 2024 |
671,454
shares
|
$49.2 Million
0.12% of portfolio
|
Q1 2024
Added 50.93%
|
|
Provident Investment Management, Inc.
Novi, MI |
May 14, 2024 Q1 2024 |
655,925
shares
|
$48.1 Million
4.45% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
Corda Investment Management, Llc.
Houston, TX |
Apr 30, 2024 Q1 2024 |
649,524
shares
|
$47.6 Million
3.82% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
630,167
shares
|
$46.2 Million
0.14% of portfolio
|
Q1 2024
Added 7.76%
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
625,186
shares
|
$45.8 Million
1.9% of portfolio
|
Q3 2021
Added 48.1%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
621,277
shares
|
$45.5 Million
0.19% of portfolio
|
Q1 2024
Added 11.66%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
610,182
shares
|
$44.7 Million
0.07% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
Mn Services Vermogensbeheer B.V.
|
Apr 29, 2024 Q1 2024 |
608,900
shares
|
$44.6 Million
0.32% of portfolio
|
Q1 2024
Reduced 14.43%
|
|
Asset Management One Co., Ltd.
|
May 02, 2024 Q1 2024 |
606,256
shares
|
$44.4 Million
0.17% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
605,118
shares
|
$44.3 Million
0.07% of portfolio
|
Q1 2024
Added 5.52%
|
|
Basswood Capital Management, L.L.C.
New York, NY |
May 15, 2024 Q1 2024 |
602,070
shares
|
$44.1 Million
2.6% of portfolio
|
Q1 2024
Added 13.95%
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 13, 2024 Q1 2024 |
592,552
shares
|
$43.4 Million
0.07% of portfolio
|
Q1 2024
Reduced 38.06%
|
|
Hosking Partners LLP
|
May 02, 2024 Q1 2024 |
590,120
shares
|
$43.2 Million
1.63% of portfolio
|
Q1 2024
Added 1.36%
|
|
Nisa Investment Advisors, LLC
|
May 01, 2024 Q1 2024 |
578,343
shares
|
$42.4 Million
0.28% of portfolio
|
Q1 2024
Added 0.36%
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 14, 2024 Q1 2024 |
572,302
shares
|
$41.9 Million
0.16% of portfolio
|
Q1 2024
Reduced 15.64%
|