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Get Institutions for : 
Charles Schwab Corp (SCHW)  
$92.32 0.37 (0.4%) as of 4:30 Wed 7/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1973    17
Total shares held : 
 1,491,033,344  
% of shares held : 
 82.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   271  
Amount of shares held : 
 16,004,162  
% of shares held change : 
   0.89%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $73.84  
Last Quarter's Ending Price : 
 $78.28  
Last Quarter's Average Price : 
 $78.48  
Change from last quarter's     
avg. price to the last closing  : 
13.84 (17.64%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
152
 15,769,596
 1.06%
 
Increased Positions :
905
 233,205,055
 15.64%
 
Unchanged Positions :
265
 20,422,065
 1.37%
 
Decreased Positions :
651
-218,339,284
-14.64%
 
Closed Positions :
135
-14,631,205
-0.98%
 
Guru Positions :
3
109,996,188
 7.38%
 
View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for period: 6-30-2024 View holdings for period: 9-30-2024 View holdings for period: 12-31-2024 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 83 - 2025-03-31 148,395,252 $11,616,380,000 19,817,022
   BlackRock Inc. 86 - 2025-03-31 122,859,627 $9,617,452,000 18,014,513
   DODGE & COX -- Notable Guru -- 1 - 2025-03-31 88,750,655 $6,947,401,000 -618,873
   PRICE T ROWE ASSOCIATES INC /MD/ 17 - 2025-03-31 82,048,984 $6,422,795,000 8,954,248
   STATE STREET CORP 85 - 2025-03-31 71,933,290 $5,630,938,000 8,491,760
   J P MORGAN CHASE & CO 70 - 2025-03-31 54,160,220 $4,239,662,000 5,095,761
   GEODE CAPITAL MANAGEMENT LLC 79 - 2025-03-31 36,342,807 $2,838,851,000 5,441,323
   FMR LLC 104 - 2025-03-31 31,978,690 $2,503,292,000 22,278,677
   FRANKLIN RESOURCES INC 24 - 2025-03-31 29,220,312 $2,287,366,000 5,014,248
   HARRIS ASSOCIATES L P 2 - 2025-03-31 27,612,443 $2,161,502,000 -76,922
   MORGAN STANLEY 151 - 2025-03-31 21,431,709 $1,677,675,000 -990,105
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 44 - 2025-03-31 21,165,163 $1,656,809,000 709,897
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 54 - 2025-03-31 20,527,113 $1,606,862,000 -1,469,660
   CITADEL ADVISORS LLC 1 - 2025-03-31 20,502,737 $1,604,954,000 18,410,193
   ARTISAN PARTNERS LIMITED PARTNERSHIP 4 - 2025-03-31 17,749,859 $1,389,459,000 -388,576
   VIKING GLOBAL INVESTORS LP 2 - 2025-03-31 17,716,717 $1,386,865,000 3,057,773
   NORTHERN TRUST CORP 94 - 2025-03-31 17,440,301 $1,365,227,000 1,700,384
   ALLIANCEBERNSTEIN L.P. 40 - 2025-03-31 17,115,759 $1,339,822,000 2,355,309
   NORGES BANK 104 - 2024-12-31 17,423,916 $1,289,544,000 3,612,985
   BANK OF AMERICA CORP /DE/ 182 - 2025-03-31 15,979,432 $1,250,870,000 2,588,125
   INVESCO LTD 69 - 2025-03-31 15,586,450 $1,220,107,000 743,906
   WELLINGTON MANAGEMENT CO LLP 102 - 2025-03-31 15,488,777 $1,212,461,000 13,262,309
   GENERATION INVESTMENT MANAGEMENT LLP 3 - 2025-03-31 14,327,559 $1,121,561,000 833,602
   PRIMECAP MANAGEMENT CO/CA/ 36 - 2025-03-31 14,002,078 $1,096,083,000 9,749,728
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 84 - 2025-03-31 12,833,440 $1,004,602,000 1,179,756
   BANK OF NEW YORK MELLON CORP 115 - 2025-03-31 11,056,953 $865,538,000 618,101
   FLOSSBACH VON STORCH AG 9 - 2025-03-31 10,810,644 $846,257,000 76,568
   UBS Group AG 110 - 2025-03-31 10,141,131 $793,848,000 4,876,163
   GOLDMAN SACHS GROUP INC/ 149 - 2025-03-31 9,818,279 $768,575,000 1,520,343
   AMERIPRISE FINANCIAL INC 101 - 2025-03-31 9,762,382 $764,739,000 39,232
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 131 - 2025-03-31 9,357,890 $732,536,000 1,224,400
   LEGAL & GENERAL GROUP PLC 101 - 2025-03-31 8,678,596 $679,361,000 659,932
   ALLEN INVESTMENT MANAGEMENT LLC 2 - 2025-03-31 8,208,961 $642,597,000 -28,453
   D E SHAW & CO INC 13 - 2025-03-31 7,917,642 $619,793,000 4,915,834
   LAZARD ASSET MANAGEMENT LLC 26 - 2025-03-31 7,425,761 $581,286,000 -29,992
   BAMCO INC /NY/ 13 - 2025-03-31 7,224,168 $565,508,000 6,340
   Baird Financial Group Inc. 19 - 2025-03-31 6,904,327 $540,471,000 390,644
   MILLENNIUM MANAGEMENT LLC 11 - 2025-03-31 6,848,198 $536,077,000 906,293
   Ruane Cunniff & Goldfarb L.P. 1 - 2025-03-31 6,761,375 $529,280,000 -142,105
   JANUS HENDERSON GROUP PLC 81 - 2025-03-31 6,779,383 $527,498,000 296,462
   PRINCIPAL FINANCIAL GROUP INC 76 - 2025-03-31 6,550,544 $512,777,000 180,099
   BROWN ADVISORY HOLDINGS INC 40 - 2025-03-31 6,454,052 $505,223,000 1,757,720
   NUVEEN ASSET MANAGEMENT, LLC 130 - 2024-12-31 6,410,491 $474,440,000 -6,633,066
   ENVESTNET ASSET MANAGEMENT INC 126 - 2025-03-31 5,781,015 $452,538,000 351,198
   AMUNDI 128 - 2025-03-31 6,030,362 $451,495,000 1,378,805
   Nuveen LLC 141 - 2025-03-31 5,629,779 $440,699,000 0
   DIMENSIONAL FUND ADVISORS INC 149 - 2025-03-31 5,478,177 $428,791,000 623,113
   BALYASNY ASSET MANAGEMENT LLC 5 - 2025-03-31 5,296,129 $414,581,000 5,104,063
   Ensign Peak Advisors Inc 19 - 2025-03-31 5,285,864 $413,777,000 -441,379
   DEUTSCHE BANK AG 128 - 2025-03-31 5,126,807 $401,326,000 -148,220
   Boston Partners 66 - 2025-03-31 4,904,611 $383,510,000 4,904,611
   TWO SIGMA ADVISERS, LLC 24 - 2025-03-31 4,872,095 $381,388,000 3,452,400
   ROYAL BANK OF CANADA 216 - 2025-03-31 4,812,900 $376,755,000 -1,456,609
   YACKTMAN ASSET MANAGEMENT CO/IL 3 - 2025-03-31 4,709,043 $368,624,000 -165,027
   CLEARBRIDGE ADVISORS LLC 85 - 2025-03-31 4,652,755 $364,218,000 590,508
   FIDUCIARY MANAGEMENT INC /WI/ 4 - 2025-03-31 4,631,869 $362,583,000 -148,649
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 72 - 2025-03-31 4,621,704 $361,787,000 -1,596,095
   PROVIDENT TRUST CO 7 - 2025-03-31 4,597,735 $359,911,000 -48,343
   LONDON CO OF VIRGINIA 12 - 2025-03-31 4,428,386 $346,654,000 -132,717
   D1 Capital Partners L.P. 3 *New 2025-03-31 4,355,608 $340,957,000 4,355,608
   BARCLAYS PLC 130 - 2025-03-31 4,284,020 $335,353,000 1,167,620
   BNP PARIBAS ARBITRAGE SA 84 - 2025-03-31 4,270,451 $334,291,000 3,855,854
   LORD ABBETT & CO LLC 11 - 2025-03-31 4,152,408 $325,050,000 106,556
   HSBC HOLDINGS PLC 84 - 2025-03-31 4,057,907 $316,886,000 589,949
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 103 - 2025-03-31 3,833,515 $300,088,000 292,102
   FARALLON CAPITAL MANAGEMENT LLC 22 - 2025-03-31 3,832,857 $300,036,000 663,857
   RPTC Inc. 1 - 2025-03-31 3,822,501 $299,225,000 0
   BNP PARIBAS ARBITRAGE SA 88 - 2024-12-31 3,941,985 $291,746,000 1,497,277
   AMERICAN CENTURY COMPANIES INC 100 - 2025-03-31 3,471,307 $271,734,000 437,351
   FINDLAY PARK PARTNERS LLP 9 - 2025-03-31 3,393,169 $265,617,000 45,400
   ROUTE ONE INVESTMENT CO, L.P. 3 - 2025-03-31 3,373,943 $264,112,000 100,000
   TIMUCUAN ASSET MANAGEMENT INC/FL 2 - 2025-03-31 3,272,118 $256,141,000 -7,875
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 16 - 2025-03-31 3,239,897 $253,619,000 2,051,273
   Newlands Management Operations LLC 14 - 2025-03-31 3,196,166 $250,196,000 0
   National Pension Service 92 - 2025-03-31 3,147,416 $246,380,000 335,115
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 115 - 2025-03-31 3,090,828 $241,950,000 254,447
   RHUMBLINE ADVISERS 75 - 2025-03-31 3,083,586 $241,383,000 310,008
   POINTSTATE CAPITAL LP 3 - 2025-03-31 3,060,536 $239,579,000 -145,523
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 97 - 2025-03-31 3,051,717 $238,888,000 613,279
   MACQUARIE GROUP LTD 56 - 2025-03-31 3,070,936 $232,870,000 2,713,394
   CANADA PENSION PLAN INVESTMENT BOARD 99 - 2025-03-31 2,964,077 $232,028,000 165,485
   Assenagon Asset Management S.A. 41 - 2025-03-31 2,951,680 $231,058,000 1,452,719
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 85 - 2025-03-31 2,921,030 $228,658,000 -7,003
   NEUBERGER BERMAN GROUP LLC 126 - 2025-03-31 2,856,294 $223,616,000 1,151,057
   WELLS FARGO & CO/MN 295 - 2025-03-31 2,774,274 $217,170,000 44,453
   Kovitz Investment Group Partners LLC 19 - 2025-03-31 2,681,809 $209,932,000 -8,324,072
   Point72 Asset Management L.P. 34 - 2025-03-31 2,654,931 $207,828,000 1,767,794
   NORDEA INVESTMENT MANAGEMENT AB 123 - 2025-03-31 2,660,652 $207,025,000 2,531,221
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 75 - 2025-03-31 2,643,301 $206,918,000 135,589
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 21 - 2025-03-31 2,598,783 $203,433,000 5,772
   NEW YORK STATE COMMON RETIREMENT FUND 65 - 2025-03-31 2,505,407 $196,123,000 400,810
   RAYMOND JAMES FINANCIAL INC 246 - 2025-03-31 2,492,960 $195,149,000 -71,441
   US BANCORP 75 - 2025-03-31 2,479,809 $194,120,000 44,395
   VAN ECK ASSOCIATES CORP 99 - 2025-03-31 2,476,236 $193,840,000 -729,651
   COOKE & BIELER LP 15 - 2025-03-31 2,412,315 $188,836,000 -326,262
   AQR CAPITAL MANAGEMENT LLC 131 - 2025-03-31 2,358,310 $182,651,000 2,061,332
   VERITAS ASSET MANAGEMENT (UK) LTD. 17 - 2025-03-31 2,293,473 $179,533,000 -214,963
   Darsana Capital Partners LP 11 - 2025-03-31 2,250,000 $176,130,000 2,250,000
   Bank Julius Baer & Co. Ltd Zurich 48 - 2025-03-31 2,043,566 $172,297,000 104,780
   CITIGROUP INC 153 - 2025-03-31 2,190,253 $171,453,000 1,041,786
  100 Records found
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