There is a long list of 1864 institutional holders of The Charles Schwab within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of The Charles Schwab by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-The Charles Schwab table below, the initial column indicates the name of each top institutional holder of The Charles Schwab, with a link to that fund's top holdings. The next columns indicate the amount of The Charles Schwab stock held by each of the institutional holders of The Charles Schwab, followed by the The Charles Schwab position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Toronto Dominion Bank | 226,068,225 | $15,553,494 | 12/31/2023 |
SCHW | 226,068,225 | $15,553,494 | 12/31/2023 |
Vanguard Group Inc. | 119,920,310 | $8,250,517 | 12/31/2023 |
SCHW | 119,920,310 | $8,250,517 | 12/31/2023 |
BlackRock Inc. | $6,649,028 | 12/31/2023 | |
SCHW | 95,180,345 | $6,548,408 | 12/31/2023 |
Call | 1,462,500 | $100,620 | 12/31/2023 |
Dodge & Cox | 86,421,986 | $5,945,833 | 12/31/2023 |
SCHW | 86,421,986 | $5,945,833 | 12/31/2023 |
Price T Rowe Associates Inc. MD | 69,360,233 | $4,771,985 | 12/31/2023 |
SCHW | 69,360,233 | $4,771,985 | 12/31/2023 |
State Street Corp | 61,360,309 | $4,221,589 | 12/31/2023 |
SCHW | 61,360,309 | $4,221,589 | 12/31/2023 |
JPMorgan Chase & Co. | $2,990,040 | 12/31/2023 | |
SCHW | 43,682,682 | $3,005,369 | 12/31/2023 |
Put | 315,900 | $21,734 | 12/31/2023 |
Call | 93,100 | $6,405 | 12/31/2023 |
Massachusetts Financial Services Co. MA | 30,994,967 | $2,132,454 | 12/31/2023 |
SCHW | 30,994,967 | $2,132,454 | 12/31/2023 |
Geode Capital Management LLC | 28,147,111 | $1,930,481 | 12/31/2023 |
SCHW | 28,147,111 | $1,930,481 | 12/31/2023 |
Morgan Stanley | 24,925,519 | $1,714,876 | 12/31/2023 |
SCHW | 24,925,519 | $1,714,876 | 12/31/2023 |
Harris Associates L P | 19,075,806 | $1,312,415 | 12/31/2023 |
SCHW | 19,075,806 | $1,312,415 | 12/31/2023 |
Alliancebernstein L.P. | 18,771,187 | $1,291,458 | 12/31/2023 |
SCHW | 18,771,187 | $1,291,458 | 12/31/2023 |
Fisher Asset Management LLC | 18,623,505 | $1,281,297 | 12/31/2023 |
SCHW | 18,623,505 | $1,281,297 | 12/31/2023 |
Flossbach Von Storch AG | 17,271,428 | $1,188,274 | 12/31/2023 |
SCHW | 17,271,428 | $1,188,274 | 12/31/2023 |
Northern Trust Corp | 15,129,143 | $1,040,885 | 12/31/2023 |
SCHW | 15,129,143 | $1,040,885 | 12/31/2023 |
Bank of America Corp DE | $1,007,038 | 12/31/2023 | |
SCHW | 14,694,578 | $1,010,987 | 12/31/2023 |
Put | 964,800 | $66,378 | 12/31/2023 |
Call | 907,400 | $62,429 | 12/31/2023 |
Invesco Ltd. | 14,332,658 | $986,087 | 12/31/2023 |
SCHW | 14,332,658 | $986,087 | 12/31/2023 |
Nuveen Asset Management LLC | 13,836,729 | $951,967 | 12/31/2023 |
SCHW | 13,836,729 | $951,967 | 12/31/2023 |
Norges Bank | 13,810,931 | $950,192 | 12/31/2023 |
SCHW | 13,810,931 | $950,192 | 12/31/2023 |
Putnam Investments LLC | 12,237,705 | $841,954 | 12/31/2023 |
SCHW | 12,237,705 | $841,954 | 12/31/2023 |
Bank of New York Mellon Corp | 11,101,299 | $803,068 | 03/31/2024 |
SCHW | 11,101,299 | $803,068 | 03/31/2024 |
Wellington Management Group LLP | 11,668,610 | $802,800 | 12/31/2023 |
SCHW | 11,668,610 | $802,800 | 12/31/2023 |
Legal & General Group Plc | 10,714,348 | $737,151 | 12/31/2023 |
SCHW | 10,714,348 | $737,151 | 12/31/2023 |
Franklin Resources Inc. | 9,472,698 | $651,722 | 12/31/2023 |
SCHW | 9,472,698 | $651,722 | 12/31/2023 |
Artisan Partners Limited Partnership | 9,141,570 | $628,940 | 12/31/2023 |
SCHW | 9,141,570 | $628,940 | 12/31/2023 |
Goldman Sachs Group Inc. | $594,770 | 12/31/2023 | |
SCHW | 9,058,822 | $623,247 | 12/31/2023 |
Put | 772,000 | $53,114 | 12/31/2023 |
Call | 358,100 | $24,637 | 12/31/2023 |
Janus Henderson Group PLC | 8,572,119 | $589,776 | 12/31/2023 |
SCHW | 8,572,119 | $589,776 | 12/31/2023 |
Allen Investment Management LLC | 8,488,529 | $584,011 | 12/31/2023 |
SCHW | 8,488,529 | $584,011 | 12/31/2023 |
Ruane Cunniff & Goldfarb L.P. | 8,470,156 | $582,747 | 12/31/2023 |
SCHW | 8,470,156 | $582,747 | 12/31/2023 |
Ameriprise Financial Inc. | 8,296,136 | $570,858 | 12/31/2023 |
SCHW | 8,296,136 | $570,858 | 12/31/2023 |
Bamco Inc. NY | 8,127,538 | $559,175 | 12/31/2023 |
SCHW | 8,127,538 | $559,175 | 12/31/2023 |
Generation Investment Management LLP | 7,978,752 | $548,938 | 12/31/2023 |
SCHW | 7,978,752 | $548,938 | 12/31/2023 |
UBS Asset Management Americas Inc. | 7,949,985 | $546,959 | 12/31/2023 |
SCHW | 7,949,985 | $546,959 | 12/31/2023 |
Deutsche Bank AG | 7,539,651 | $518,728 | 12/31/2023 |
SCHW | 7,539,651 | $518,728 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 7,514,548 | $517,001 | 12/31/2023 |
SCHW | 7,514,548 | $517,001 | 12/31/2023 |
Baillie Gifford & Co. | 6,936,695 | $477,245 | 12/31/2023 |
SCHW | 6,936,695 | $477,245 | 12/31/2023 |
Royal Bank of Canada | $471,547 | 12/31/2023 | |
SCHW | 6,953,899 | $478,427 | 12/31/2023 |
Put | 100,000 | $6,880 | 12/31/2023 |
Lazard Asset Management LLC | 6,708,461 | $461,539 | 12/31/2023 |
SCHW | 6,708,461 | $461,539 | 12/31/2023 |
Yacktman Asset Management LP | 6,316,361 | $434,566 | 12/31/2023 |
SCHW | 6,316,361 | $434,566 | 12/31/2023 |
Ensign Peak Advisors Inc | 5,845,374 | $402,162 | 12/31/2023 |
SCHW | 5,845,374 | $402,162 | 12/31/2023 |
Principal Financial Group Inc. | 5,812,350 | $399,890 | 12/31/2023 |
SCHW | 5,812,350 | $399,890 | 12/31/2023 |
Theleme Partners LLP | 5,630,545 | $387,381 | 12/31/2023 |
SCHW | 5,630,545 | $387,381 | 12/31/2023 |
London Co. of Virginia | 5,594,526 | $384,903 | 12/31/2023 |
SCHW | 5,594,526 | $384,903 | 12/31/2023 |
Baird Financial Group Inc. | 5,539,864 | $381,142 | 12/31/2023 |
SCHW | 5,539,864 | $381,142 | 12/31/2023 |
Amundi | 5,678,156 | $379,023 | 12/31/2023 |
SCHW | 5,678,156 | $379,023 | 12/31/2023 |
Schroder Investment Management Group | 5,436,068 | $374,001 | 12/31/2023 |
SCHW | 5,436,068 | $374,001 | 12/31/2023 |
Van ECK Associates Corp | 5,387,681 | $370,673 | 12/31/2023 |
SCHW | 5,387,681 | $370,673 | 12/31/2023 |
Fiduciary Management Inc. WI | 5,156,267 | $354,751 | 12/31/2023 |
SCHW | 5,156,267 | $354,751 | 12/31/2023 |
Envestnet Asset Management Inc. | 4,798,925 | $330,166 | 12/31/2023 |
SCHW | 4,798,925 | $330,166 | 12/31/2023 |
Morningstar Investment Services LLC | 4,691,362 | $326,284 | 12/31/2023 |
SCHW | 4,691,362 | $326,284 | 12/31/2023 |
See All: Funds Holding SCHW
See Details: Top 10 Hedge Funds Holding SCHW
Also See: SCHW Insider Buying
Also See: SCHW Holdings Changes
Analysts Forecast: The Charles Schwab Price Target
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