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 |
|---|---|---|---|---|---|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
683,027
shares
|
$63.1 Million
0.17% of portfolio
|
Q1 2025
Added 39.1%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 14, 2025 Q1 2025 |
681,602
shares
|
$62.9 Million
0.2% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
669,881
shares
|
$61.8 Million
0.12% of portfolio
|
Q1 2025
Added 215.12%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
664,275
shares
|
$61.3 Million
3.69% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Mn Services Vermogensbeheer B.V.
|
Jul 10, 2025 Q2 2025 |
644,000
shares
|
$59.5 Million
0.41% of portfolio
|
Q2 2025
Added 16.75%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
640,928
shares
|
$59.2 Million
0.99% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
633,880
shares
|
$58.5 Million
0.26% of portfolio
|
Q1 2025
Added 83.08%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
631,379
shares
|
$58.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 51.36%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
625,186
shares
|
$57.7 Million
1.9% of portfolio
|
Q3 2021
Added 48.1%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
624,867
shares
|
$57.7 Million
0.07% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
623,607
shares
|
$57.6 Million
5.02% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
621,978
shares
|
$57.4 Million
0.16% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
May 14, 2025 Q1 2025 |
621,171
shares
|
$57.3 Million
0.31% of portfolio
|
Q1 2025
Added 16.19%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
616,504
shares
|
$56.9 Million
0.19% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
616,169
shares
|
$56.9 Million
0.07% of portfolio
|
Q1 2025
Added 24.35%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
608,606
shares
|
$56.2 Million
3.88% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
592,615
shares
|
$54.7 Million
4.04% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
590,527
shares
|
$54.5 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
590,472
shares
|
$54.5 Million
0.23% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
581,976
shares
|
$53.7 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
May 12, 2025 Q1 2025 |
560,863
shares
|
$51.8 Million
2.6% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
560,372
shares
|
$51.7 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
559,803
shares
|
$51.7 Million
0.07% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Longaeva Partners L.P.
Chicago, IL |
May 15, 2025 Q1 2025 |
559,300
shares
|
$51.6 Million
24.79% of portfolio
|
Q1 2025
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
558,670
shares
|
$51.6 Million
0.19% of portfolio
|
Q1 2025
Added 5.92%
|