Schwab (charles)SCHW
13F holders, Q4 2024 (December 31)1,991holders +137
151new positions
105sold out
19famous investors
$74.02avg. 13F price*
At the end of Q4 2024, 1,991 institutions reported holding Schwab (charles) Corp. (SCHW) in their 13F filings, up 137 from Q3 2024. 151 opened new positions and 105 sold out. The largest holders were Toronto Dominion Bank ($13.7B), Vanguard Group Inc. ($9.5B) and BlackRock, Inc. ($7.8B). 19 famous investors held it, including Stephen Yacktman (4.2% of Yacktman Asset Management's portfolio), Andreas Halvorsen (3.5% of Viking Global Investors's portfolio) and Bill Nygren (3.4% of Harris Associates (Oakmark Funds)'s portfolio).
- Company
- Schwab (charles) Corp.
- Sector
- Finance
- CUSIP
- 808513105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 151 | $1.4B |
| Exits | 105 | $904.9M |
All 13F filers, Q3 2024 → Q4 2024: 92,720,863 shares bought and 83,197,576 shares sold, net +9,523,287 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,991 holders
| Toronto Dominion Bank | 26.20% | Add +0.0% | 185,493,487 | $13.7B |
| Vanguard Group Inc. | 0.17% | Add +0.9% | 128,578,230 | $9.5B |
| BlackRock, Inc. | 0.16% | Add +1.0% | 104,845,114 | $7.8B |
| Dodge & Cox | 3.86% | Reduce -0.2% | 89,369,528 | $6.6B |
| T. Rowe Price Associates Inc. | 0.62% | Reduce -16.8% | 73,094,736 | $5.4B |
| State Street Corp. | 0.19% | Add +2.2% | 63,441,530 | $4.7B |
| JPMorgan Chase & Co. | 0.29% | Add +1.6% | 49,064,459 | $3.6B |
| Geode Capital Management, LLC | 0.18% | Add +2.5% | 30,901,484 | $2.3B |
| Harris Associates (Oakmark Funds) | 3.40% | Reduce -1.9% | 27,689,365 | $2.0B |
| Franklin Resources Inc. | 0.51% | Reduce -0.2% | 24,206,064 | $1.8B |
| Morgan Stanley | 0.12% | Reduce -1.5% | 22,421,814 | $1.7B |
| Massachusetts Financial Services Co. | 0.51% | Reduce -23.3% | 21,996,773 | $1.6B |
| Fisher Asset Management | 0.60% | Add +1.3% | 20,455,266 | $1.5B |
| Artisan Partners Limited Partnership | 2.07% | Add +0.0% | 18,138,435 | $1.3B |
| Norges Bank | 0.17% | Reduce -4.6% | 17,423,916 | $1.3B |
| Northern Trust Corp. | 0.16% | Add +13.4% | 15,739,917 | $1.2B |
| Invesco Ltd. | 0.20% | Add +3.0% | 14,842,544 | $1.1B |
| Alliancebernstein L.P. | 0.37% | Reduce -4.2% | 14,760,450 | $1.1B |
| Viking Global Investors | 3.51% | Add +526.5% | 14,658,944 | $1.1B |
| Generation Investment Management LLP | 5.21% | Add +10.8% | 13,493,957 | $998.7M |
| Bank of America Corp. | 0.09% | Reduce -31.3% | 13,391,307 | $991.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.20% | Add +27.5% | 11,653,684 | $862.5M |
| Flossbach Von Storch SE | 3.16% | Reduce -7.1% | 10,734,076 | $794.4M |
| Bank of New York Mellon Corp | 0.14% | Add +0.6% | 10,438,852 | $772.6M |
| Ameriprise Financial Inc. | 0.19% | Add +5.3% | 9,723,150 | $719.6M |
| FMR LLC | 0.04% | Add +69.4% | 9,700,013 | $717.9M |
| Goldman Sachs Group Inc. | 0.12% | Reduce -10.8% | 8,297,936 | $614.1M |
| Allen Investment Management, LLC | 7.04% | Reduce -3.0% | 8,237,414 | $609.7M |
| Charles Schwab Investment Management Inc. | 0.11% | Add +3.0% | 8,133,490 | $602.0M |
| Legal & General Group Plc | 0.16% | Reduce -1.2% | 8,018,664 | $593.5M |
| Lazard Asset Management LLC | 0.87% | Reduce -16.4% | 7,455,753 | $551.8M |
| Baron Capital (BAMCO) | 1.38% | Reduce -0.7% | 7,217,828 | $534.2M |
| Ruane, Cunniff & Goldfarb L.P. | 8.67% | Reduce -7.3% | 6,903,480 | $510.9M |
| Baird Financial Group, Inc. | 0.92% | Add +3.4% | 6,513,683 | $482.1M |
| Janus Henderson Group PLC | 0.24% | Reduce -2.1% | 6,482,921 | $479.8M |
| Nuveen Asset Management, LLC | 0.13% | Reduce -50.9% | 6,410,491 | $474.4M |
| Principal Financial Group Inc. | 0.26% | Reduce -4.5% | 6,370,445 | $471.5M |
| Royal Bank of Canada | 0.10% | Reduce -11.2% | 6,269,509 | $464.0M |
| Arrowstreet Capital, Limited Partnership | 0.37% | Add +91.0% | 6,217,799 | $460.2M |
| Millennium Management | 0.39% | Add +260.1% | 5,941,905 | $439.8M |
| Ensign Peak Advisors, Inc | 0.75% | Reduce -1.7% | 5,727,243 | $423.9M |
| Envestnet Asset Management Inc. | 0.13% | Add +1.4% | 5,429,817 | $401.9M |
| Deutsche Bank AG | 0.15% | Reduce -19.6% | 5,275,027 | $390.4M |
| UBS Group AG | 0.09% | Add +17.1% | 5,264,968 | $389.7M |
| Yacktman Asset Management | 4.22% | Reduce -9.8% | 4,874,070 | $360.7M |
| Dimensional Fund Advisors LP | 0.09% | Reduce -0.5% | 4,855,064 | $359.3M |
| Fiduciary Management Inc. | 3.30% | Reduce -5.0% | 4,780,518 | $353.8M |
| Brown Advisory Inc. | 0.44% | Reduce -2.1% | 4,696,332 | $347.6M |
| Provident Trust Co. | 5.95% | Add +7.5% | 4,646,078 | $343.9M |
| Amundi | 0.12% | Reduce -23.6% | 4,651,557 | $339.6M |
| London Co. of Virginia | 1.84% | Reduce -4.7% | 4,561,103 | $337.6M |
| Coatue Management | 1.12% | New | 4,510,020 | $333.8M |
| Primecap Management Co. | 0.24% | Add +310.3% | 4,252,350 | $314.7M |
| Marshall Wace, LLP | 0.39% | Add +742.0% | 4,181,202 | $309.5M |
| Clearbridge Investments, LLC | 0.24% | Add +86.9% | 4,062,247 | $300.6M |
| Lord, Abbett & Co. LLC | 0.99% | Add +2.0% | 4,045,852 | $299.4M |
| BNP Paribas Financial Markets | 0.23% | Add +61.3% | 3,941,985 | $291.7M |
| RPTC Inc. | 57.63% | No change | 3,822,501 | $282.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.18% | Add +5.8% | 3,541,413 | $262.1M |
| HSBC Holdings PLC | 0.16% | Add +11.1% | 3,467,958 | $256.6M |
| Findlay Park Partners LLP | 2.46% | Add +18.9% | 3,347,769 | $247.8M |
| Timucuan Asset Management Inc. | 7.43% | Add +0.0% | 3,279,993 | $242.8M |
| Route One Investment Company, L.P. | 9.64% | Reduce -11.8% | 3,273,943 | $242.3M |
| PointState Capital LP | 5.40% | New | 3,206,059 | $237.3M |
| Van Eck Associates Corp. | 0.31% | Reduce -0.8% | 3,205,887 | $237.3M |
| Newlands Management Operations LLC | 1.49% | No change | 3,196,166 | $236.5M |
| First Eagle Investment Management, LLC | 0.53% | Reduce -11.0% | 3,175,717 | $235.0M |
| Farallon Capital Management, L.L.C. | 1.24% | New | 3,169,000 | $234.5M |
| Barclays PLC | 0.11% | Reduce -43.6% | 3,116,400 | $230.6M |
| American Century Companies Inc. | 0.13% | Reduce -22.8% | 3,033,956 | $224.5M |
| D. E. Shaw & Co. | 0.26% | Add +25.8% | 3,001,808 | $222.2M |
| NorthCoast Asset Management LLC | 1.07% | Add +21.1% | 2,931,793 | $217.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.23% | Reduce -3.9% | 2,928,033 | $216.7M |
| California Public Employees Retirement System | 0.14% | Reduce -4.7% | 2,836,381 | $209.9M |
| National Pension Service | 0.20% | Add +0.0% | 2,812,301 | $208.1M |
| Canada Pension Plan Investment Board | 0.20% | Add +33.4% | 2,798,592 | $207.1M |
| Rhumbline Advisers | 0.18% | Reduce -2.4% | 2,773,578 | $205.3M |
| Cooke & Bieler LP | 1.95% | Reduce -4.7% | 2,738,577 | $202.7M |
| Wells Fargo & Company | 0.05% | Reduce -6.7% | 2,729,821 | $202.0M |
| Fort Washington Investment Advisors Inc. | 1.15% | Add +2.8% | 2,593,011 | $191.9M |
| Raymond James Financial Inc. | 0.07% | — | 2,564,401 | $189.8M |
| Veritas Asset Management LLP | 1.73% | New | 2,508,436 | $185.6M |
| California State Teachers Retirement System | 0.22% | Add +4.1% | 2,507,712 | $185.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.40% | Add +78.5% | 2,503,000 | $185.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.18% | Add +11.0% | 2,438,438 | $181.5M |
| US Bancorp \de | 0.24% | Add +3.9% | 2,435,414 | $180.2M |
| Sterling Capital Management LLC | 2.29% | Add +0.7% | 2,255,886 | $167.0M |
| Wellington Management Group LLP | 0.03% | Reduce -23.7% | 2,226,468 | $164.8M |
| Mondrian Investment Partners LTD | 2.72% | Add +7.5% | 1,987,931 | $164.4M |
| KBC Group NV | 0.44% | Add +186.7% | 2,138,033 | $158.2M |
| Beck Mack & Oliver LLC | 2.91% | Add +1.4% | 2,123,211 | $157.1M |
| New York State Common Retirement Fund | 0.21% | Reduce -11.3% | 2,104,597 | $155.8M |
| Citadel Advisors | 0.15% | Add +22.3% | 2,092,544 | $154.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.47% | Add +7.9% | 1,938,786 | $152.4M |
| Bank of Montreal | 0.08% | Reduce -2.1% | 2,036,863 | $150.7M |
| Thrivent Financial for Lutherans | 0.28% | Reduce -21.1% | 1,910,382 | $141.6M |
| AustralianSuper Pty Ltd | 0.67% | Add +11.6% | 1,905,316 | $141.0M |
| Truist Financial Corp. | 0.22% | Add +3.2% | 1,901,708 | $140.7M |
| North Peak Capital Management, LLC | 18.21% | Reduce -2.1% | 1,857,896 | $137.5M |
| CIBC Private Wealth Group LLC | 0.24% | Reduce -2.1% | 1,795,392 | $131.1M |
"% of holder's portfolio" is SCHW's weight in each manager's 13F, not the share of Schwab (charles) Corp. the manager owns.