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 |
---|---|---|---|---|---|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2024 Q1 2024 |
559,100
shares
|
$41 Million
1.01% of portfolio
|
Q1 2024
Added 0.02%
|
|
Victory Capital Management Inc
|
May 03, 2024 Q1 2024 |
557,310
shares
|
$40.8 Million
0.04% of portfolio
|
Q1 2024
Added 3.51%
|
|
Rafferty Asset Management, LLC
New York, NY |
May 13, 2024 Q1 2024 |
529,397
shares
|
$38.8 Million
0.14% of portfolio
|
Q1 2024
Added 0.36%
|
|
Td Asset Management Inc
|
May 08, 2024 Q1 2024 |
518,785
shares
|
$38 Million
0.04% of portfolio
|
Q1 2024
Added 0.25%
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
507,956
shares
|
$37.2 Million
0.13% of portfolio
|
Q1 2024
Added 8.73%
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2024 Q1 2024 |
506,241
shares
|
$37.1 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Apr 25, 2024 Q1 2024 |
504,825
shares
|
$37 Million
0.13% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
Handelsbanken Fonder Ab
|
May 13, 2024 Q1 2024 |
503,623
shares
|
$36.9 Million
0.16% of portfolio
|
Q1 2024
Added 3.98%
|
|
Allen Operations LLC
|
May 07, 2024 Q1 2024 |
502,815
shares
|
$36.8 Million
6.91% of portfolio
|
Q2 2021
Reduced 8.38%
|
|
North Star Asset Management Inc
|
May 08, 2024 Q1 2024 |
480,719
shares
|
$35.2 Million
1.71% of portfolio
|
Q1 2024
Added 2.99%
|
|
Oak Associates LTD
Akron, OH |
May 10, 2024 Q1 2024 |
470,840
shares
|
$34.5 Million
2.36% of portfolio
|
Q1 2024
Added 0.0%
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 10, 2024 Q1 2024 |
467,183
shares
|
$34.2 Million
0.05% of portfolio
|
Q1 2024
Reduced 6.54%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
462,068
shares
|
$33.9 Million
0.16% of portfolio
|
Q1 2024
Added 50.09%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
455,559
shares
|
$33.4 Million
0.05% of portfolio
|
Q1 2024
Added 3.68%
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
May 13, 2024 Q1 2024 |
455,400
shares
|
$33.4 Million
18.14% of portfolio
|
Q4 2023
New holding
|
|
Mount Capital LTD
|
May 14, 2024 Q1 2024 |
455,208
shares
|
$33.4 Million
13.88% of portfolio
|
Q4 2023
Added 9.63%
|
|
First Manhattan CO
New York, NY |
May 15, 2024 Q1 2024 |
449,794
shares
|
$33 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.92%
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 03, 2024 Q1 2024 |
448,074
shares
|
$32.8 Million
0.53% of portfolio
|
Q1 2024
New holding
|
|
Calamos Advisors LLC
|
May 08, 2024 Q1 2024 |
440,168
shares
|
$32.3 Million
0.22% of portfolio
|
Q1 2024
Added 17.58%
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 13, 2024 Q1 2024 |
439,439
shares
|
$32.2 Million
0.3% of portfolio
|
Q1 2024
Added 5.39%
|
|
Carnegie Capital Asset Management, LLC
|
May 03, 2024 Q1 2024 |
435,230
shares
|
$31.9 Million
0.99% of portfolio
|
Q1 2024
Added 6.22%
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
433,479
shares
|
$31.8 Million
1.56% of portfolio
|
Q4 2020
New holding
|
|
Tran Capital Management, L.P.
|
Apr 19, 2024 Q1 2024 |
433,211
shares
|
$31.7 Million
3.49% of portfolio
|
Q1 2024
Added 128.59%
|
|
Arizona State Retirement System
|
May 07, 2024 Q1 2024 |
432,152
shares
|
$31.7 Million
0.22% of portfolio
|
Q1 2024
Added 2.08%
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2024 Q1 2024 |
431,906
shares
|
$31.7 Million
1.0% of portfolio
|
Q1 2024
Added 2.64%
|