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Institutional Holders of SCHW

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Toronto Dominion Bank226,068,225$15,553,494 12/31/2023
     SCHW226,068,225$15,553,494 12/31/2023
Vanguard Group Inc.119,920,310$8,250,517 12/31/2023
     SCHW119,920,310$8,250,517 12/31/2023
BlackRock Inc. $6,649,028 12/31/2023
     SCHW95,180,345$6,548,408 12/31/2023
     Call1,462,500$100,620 12/31/2023
Dodge & Cox86,421,986$5,945,833 12/31/2023
     SCHW86,421,986$5,945,833 12/31/2023
Price T Rowe Associates Inc. MD69,360,233$4,771,985 12/31/2023
     SCHW69,360,233$4,771,985 12/31/2023
State Street Corp61,360,309$4,221,589 12/31/2023
     SCHW61,360,309$4,221,589 12/31/2023
JPMorgan Chase & Co. $2,990,040 12/31/2023
     SCHW43,682,682$3,005,369 12/31/2023
     Put315,900$21,734 12/31/2023
     Call93,100$6,405 12/31/2023
Massachusetts Financial Services Co. MA30,994,967$2,132,454 12/31/2023
     SCHW30,994,967$2,132,454 12/31/2023
Geode Capital Management LLC28,147,111$1,930,481 12/31/2023
     SCHW28,147,111$1,930,481 12/31/2023
Morgan Stanley24,925,519$1,714,876 12/31/2023
     SCHW24,925,519$1,714,876 12/31/2023
Harris Associates L P19,075,806$1,312,415 12/31/2023
     SCHW19,075,806$1,312,415 12/31/2023
Alliancebernstein L.P.18,771,187$1,291,458 12/31/2023
     SCHW18,771,187$1,291,458 12/31/2023
Fisher Asset Management LLC18,623,505$1,281,297 12/31/2023
     SCHW18,623,505$1,281,297 12/31/2023
Flossbach Von Storch AG17,271,428$1,188,274 12/31/2023
     SCHW17,271,428$1,188,274 12/31/2023
Northern Trust Corp15,129,143$1,040,885 12/31/2023
     SCHW15,129,143$1,040,885 12/31/2023
Bank of America Corp DE $1,007,038 12/31/2023
     SCHW14,694,578$1,010,987 12/31/2023
     Put964,800$66,378 12/31/2023
     Call907,400$62,429 12/31/2023
Invesco Ltd.14,332,658$986,087 12/31/2023
     SCHW14,332,658$986,087 12/31/2023
Nuveen Asset Management LLC13,836,729$951,967 12/31/2023
     SCHW13,836,729$951,967 12/31/2023
Norges Bank13,810,931$950,192 12/31/2023
     SCHW13,810,931$950,192 12/31/2023
Putnam Investments LLC12,237,705$841,954 12/31/2023
     SCHW12,237,705$841,954 12/31/2023
Bank of New York Mellon Corp11,101,299$803,068 03/31/2024
     SCHW11,101,299$803,068 03/31/2024
Wellington Management Group LLP11,668,610$802,800 12/31/2023
     SCHW11,668,610$802,800 12/31/2023
Legal & General Group Plc10,714,348$737,151 12/31/2023
     SCHW10,714,348$737,151 12/31/2023
Franklin Resources Inc.9,472,698$651,722 12/31/2023
     SCHW9,472,698$651,722 12/31/2023
Artisan Partners Limited Partnership9,141,570$628,940 12/31/2023
     SCHW9,141,570$628,940 12/31/2023
Goldman Sachs Group Inc. $594,770 12/31/2023
     SCHW9,058,822$623,247 12/31/2023
     Put772,000$53,114 12/31/2023
     Call358,100$24,637 12/31/2023
Janus Henderson Group PLC8,572,119$589,776 12/31/2023
     SCHW8,572,119$589,776 12/31/2023
Allen Investment Management LLC8,488,529$584,011 12/31/2023
     SCHW8,488,529$584,011 12/31/2023
Ruane Cunniff & Goldfarb L.P.8,470,156$582,747 12/31/2023
     SCHW8,470,156$582,747 12/31/2023
Ameriprise Financial Inc.8,296,136$570,858 12/31/2023
     SCHW8,296,136$570,858 12/31/2023
Bamco Inc. NY8,127,538$559,175 12/31/2023
     SCHW8,127,538$559,175 12/31/2023
Generation Investment Management LLP7,978,752$548,938 12/31/2023
     SCHW7,978,752$548,938 12/31/2023
UBS Asset Management Americas Inc.7,949,985$546,959 12/31/2023
     SCHW7,949,985$546,959 12/31/2023
Deutsche Bank AG7,539,651$518,728 12/31/2023
     SCHW7,539,651$518,728 12/31/2023
Charles Schwab Investment Management Inc.7,514,548$517,001 12/31/2023
     SCHW7,514,548$517,001 12/31/2023
Baillie Gifford & Co.6,936,695$477,245 12/31/2023
     SCHW6,936,695$477,245 12/31/2023
Royal Bank of Canada $471,547 12/31/2023
     SCHW6,953,899$478,427 12/31/2023
     Put100,000$6,880 12/31/2023
Lazard Asset Management LLC6,708,461$461,539 12/31/2023
     SCHW6,708,461$461,539 12/31/2023
Yacktman Asset Management LP6,316,361$434,566 12/31/2023
     SCHW6,316,361$434,566 12/31/2023
Ensign Peak Advisors Inc5,845,374$402,162 12/31/2023
     SCHW5,845,374$402,162 12/31/2023
Principal Financial Group Inc.5,812,350$399,890 12/31/2023
     SCHW5,812,350$399,890 12/31/2023
Theleme Partners LLP5,630,545$387,381 12/31/2023
     SCHW5,630,545$387,381 12/31/2023
London Co. of Virginia5,594,526$384,903 12/31/2023
     SCHW5,594,526$384,903 12/31/2023
Baird Financial Group Inc.5,539,864$381,142 12/31/2023
     SCHW5,539,864$381,142 12/31/2023
Amundi5,678,156$379,023 12/31/2023
     SCHW5,678,156$379,023 12/31/2023
Schroder Investment Management Group5,436,068$374,001 12/31/2023
     SCHW5,436,068$374,001 12/31/2023
Van ECK Associates Corp5,387,681$370,673 12/31/2023
     SCHW5,387,681$370,673 12/31/2023
Fiduciary Management Inc. WI5,156,267$354,751 12/31/2023
     SCHW5,156,267$354,751 12/31/2023
Envestnet Asset Management Inc.4,798,925$330,166 12/31/2023
     SCHW4,798,925$330,166 12/31/2023
Morningstar Investment Services LLC4,691,362$326,284 12/31/2023
     SCHW4,691,362$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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