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Charles Schwab (SCHW) Institutional Ownership

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(As of 04/29/2024 ET)
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Institutional Ownership Changes (13F Filings) for Charles Schwab (NYSE:SCHW)

Current
Institutional Ownership
Percentage
84.38%
Number of
Institutional Buyers
(last 12 months)
1403
Total
Institutional Inflows
(last 12 months)
$66.87B
Number of
Institutional Sellers
(last 12 months)
843
Total
Institutional Outflows
(last 12 months)
$10.92B
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SCHW Institutional Buying and Selling by Quarter

Charles Schwab Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2024FAS Wealth Partners Inc.5,972$432K0.0%-32.0%0.000%
4/29/2024Field & Main Bank700$51K0.0%-22.2%0.000%
4/29/2024Greenleaf Trust33,349$2.41M0.0%+8.0%0.002%
4/29/2024Principal Financial Group Inc.6,297,189$455.54M0.3%+8.3%0.355%
4/29/2024Benjamin F. Edwards & Company Inc.12,661$915K0.0%+108.0%0.001%
4/29/2024RWA Wealth Partners LLC297,239$21.50M0.3%-6.8%0.017%
4/29/2024Tower Bridge Advisors151,859$10.99M1.1%-39.4%0.009%
4/29/2024Crescent Grove Advisors LLC18,774$1.36M0.1%-4.1%0.001%
4/29/2024Mn Services Vermogensbeheer B.V.608,900$44.05M0.3%-14.4%0.034%
4/29/2024RAM Investment Partners LLC4,940$357K0.1%N/A0.000%
4/29/2024Marks Group Wealth Management Inc5,572$403K0.0%+5.0%0.000%
4/29/2024Baxter Bros Inc.47,303$3.42M0.4%+1.0%0.003%
4/27/2024 Riverwater Partners LLC18,868$1.37M1.0%-3.5%0.001%
4/27/2024 Conning Inc.77,329$5.59M0.2%+5.5%0.004%
4/27/2024 Finer Wealth Management Inc.22,084$1.60M1.0%+54.9%0.001%
4/27/2024 K.J. Harrison & Partners Inc56,443$4.08M0.6%+11.9%0.003%
4/27/2024 BayBridge Capital Group LLC18,148$1.35M1.2%+4.5%0.001%
4/26/2024 Pinnacle Associates Ltd.94,442$6.83M0.1%+2.1%0.005%
4/26/2024 Securian Asset Management Inc.87,654$6.34M0.2%-6.9%0.005%
4/26/2024 Aspen Investment Management Inc21,176$1.53M0.8%+0.8%0.001%
4/26/2024 Harrington Investments INC55,707$4.03M2.3%+3.7%0.003%
4/26/2024 McGuire Investment Group LLC134,156$9.71M1.4%+2.0%0.008%
4/26/2024 BLB&B Advisors LLC111,533$8.07M0.5%+11.1%0.006%
4/26/2024 Crestone Asset Management LLC2,868$207K0.0%N/A0.000%
4/26/2024 Yousif Capital Management LLC201,942$14.61M0.2%+1.3%0.011%
4/26/2024 ZWJ Investment Counsel Inc.7,021$508K0.0%N/A0.000%
4/26/2024 Sage Rhino Capital LLC13,091$947K0.2%+8.3%0.001%
4/26/2024 Clear Creek Financial Management LLC3,363$243K0.0%N/A0.000%
4/26/2024 SYSTM Wealth Solutions LLC107,474$7.78M1.0%+8.7%0.006%
4/26/2024 Sumitomo Life Insurance Co.16,059$1.16M0.0%-4.2%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.138,168$10.00M0.2%N/A0.008%
4/26/2024 Patrick M Sweeney & Associates Inc.11,602$839K0.7%+1.9%0.001%
4/26/2024 Sigma Investment Counselors Inc.4,803$347K0.0%+50.1%0.000%
4/26/2024 Verdence Capital Advisors LLC3,534$256K0.0%-3.7%0.000%
4/26/2024 Caliber Wealth Management LLC41,818$3.03M1.6%+0.9%0.002%
4/25/2024 Lindbrook Capital LLC14,779$1.07M0.1%-7.3%0.001%
4/25/2024 New York State Teachers Retirement System1,443,608$104.43M0.2%-1.6%0.081%
4/25/2024 Mendota Financial Group LLC2,662$193K0.1%-19.3%0.000%
4/25/2024 Ulland Investment Advisors LLC7,267$526K0.4%-45.7%0.000%
4/25/2024 Bank of New York Mellon Corp11,101,299$803.07M0.2%-4.5%0.625%
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4/25/2024 Carmel Capital Partners LLC24,028$1.74M0.7%+1.6%0.001%
4/25/2024 Osborne Partners Capital Management LLC9,019$652K0.0%-1.7%0.001%
4/25/2024 Equitable Trust Co.5,619$406K0.0%+36.6%0.000%
4/25/2024 Professional Financial Advisors LLC18,700$1.35M0.4%+12.3%0.001%
4/25/2024 Advocate Group LLC118,016$8.54M1.7%+1.9%0.007%
4/25/2024 HTLF Bank3,071$222K0.0%N/A0.000%
4/25/2024 Capital Investment Advisory Services LLC26,869$1.94M0.2%+25.0%0.002%
4/25/2024 Triumph Capital Management3,048$221K0.1%-12.9%0.000%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 504,825$36.52M0.1%-2.9%0.028%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund229,860$16.63M0.2%+0.3%0.013%
4/25/2024 Investment Advisory Services Inc. TX ADV28,790$2.08M0.8%-1.7%0.002%
4/25/2024 Aaron Wealth Advisors LLC13,426$971K0.1%+9.2%0.001%
4/25/2024 Valeo Financial Advisors LLC38,678$2.91M0.1%-21.1%0.002%
4/25/2024 Olistico Wealth LLC4,207$304K0.2%N/A0.000%
4/25/2024 Telos Capital Management Inc.18,240$1.32M0.1%-5.0%0.001%
4/25/2024 Argus Investors Counsel Inc.26,935$1.95M1.2%+0.8%0.002%
4/25/2024 Cascade Investment Advisors Inc.31,710$2.29M1.5%+1.0%0.002%
4/25/2024 Summit Financial LLC22,984$1.66M0.1%-1.0%0.001%
4/25/2024 IAG Wealth Partners LLC843$61K0.0%+127.8%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.223,985$16.20M0.1%+1.5%0.013%
4/24/2024 Leavell Investment Management Inc.6,400$463K0.0%-3.0%0.000%
4/24/2024 Krilogy Financial LLC18,191$1.32M0.1%+3.8%0.001%
4/24/2024 Keene & Associates Inc.8,630$624K0.5%+3.5%0.000%
4/24/2024 CENTRAL TRUST Co27,464$1.99M0.0%-18.5%0.002%
4/24/2024 Premier Path Wealth Partners LLC8,176$591K0.1%+3.0%0.000%
4/24/2024 Conscious Wealth Investments LLC43,653$3.19M2.4%+5.9%0.002%
4/24/2024 Demars Financial Group LLC9,453$684K0.3%+15.1%0.001%
4/24/2024 Zullo Investment Group Inc.19,229$1.39M0.7%+1.3%0.001%
4/24/2024 Dakota Wealth Management43,404$3.14M0.1%+111.4%0.002%
4/24/2024 SOL Capital Management CO54,821$3.97M0.5%-0.3%0.003%
4/24/2024 Simplicity Wealth LLC26,067$1.89M0.0%N/A0.001%
4/24/2024 NBT Bank N A NY8,926$646K0.0%+3.1%0.001%
4/24/2024 Childress Capital Advisors LLC3,591$260K0.1%-34.2%0.000%
4/24/2024 Avitas Wealth Management LLC23,641$1.71M0.3%-36.1%0.001%
4/24/2024 Spire Wealth Management18,994$1.37M0.1%-3.1%0.001%
4/24/2024 Buttonwood Financial Advisors Inc.43,787$3.17M1.5%+20.2%0.002%
4/24/2024 Gemmer Asset Management LLC13,501$977K0.1%+6.6%0.001%
4/24/2024 Essex Financial Services Inc.9,716$703K0.1%+4.5%0.001%
4/24/2024 H&H Retirement Design & Management INC12,094$898K0.6%N/A0.001%
4/24/2024 Assenagon Asset Management S.A.705,379$51.03M0.1%-41.4%0.040%
4/23/2024Busey Bank208,252$15.07M0.5%+1.3%0.012%
4/23/2024 BSW Wealth Partners4,509$326K0.1%-4.3%0.000%
4/23/2024 Sky Investment Group LLC4,585$332K0.1%+37.1%0.000%
4/23/2024 Milestone Asset Management LLC4,609$333K0.1%N/A0.000%
4/23/2024 Global Retirement Partners LLC22,116$1.60M0.1%+7.3%0.001%
4/23/2024 Sweet Financial Partners LLC4,430$320K0.1%+3.5%0.000%
4/23/2024 LaFleur & Godfrey LLC101,105$7.31M1.1%-10.2%0.006%
4/23/2024 Louisiana State Employees Retirement System86,600$6.27M0.1%-3.8%0.005%
4/23/2024 Sage Mountain Advisors LLC5,200$376K0.0%+7.6%0.000%
4/23/2024 Hamel Associates Inc.13,395$969K0.3%+4.7%0.001%
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4/23/2024 United Asset Strategies Inc.178,702$12.93M1.3%-5.1%0.010%
4/23/2024 WASHINGTON TRUST Co1,149$83K0.0%+115.2%0.000%
4/23/2024 AllGen Financial Advisors Inc.28,179$2.04M0.8%-6.8%0.002%
4/23/2024 Venturi Wealth Management LLC7,170$519K0.0%-34.2%0.000%
4/23/2024 Canvas Wealth Advisors LLC26,080$1.89M0.6%-14.1%0.001%
4/23/2024 Live Oak Private Wealth LLC216,715$15.68M2.7%+5.1%0.012%
4/23/2024 Community Financial Services Group LLC75,479$5.46M1.2%N/A0.004%
4/23/2024 Spectrum Asset Management Inc. NB CA 76,139$5.51M2.4%+8.8%0.004%
4/23/2024 Amalgamated Bank307,755$22.26M0.2%-14.2%0.017%
4/23/2024 Gradient Investments LLC225,207$16.29M0.4%-55.7%0.013%
(Data available from 1/1/2016 forward)

SCHW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHW shares?

During the previous two years, 2,072 institutional investors and hedge funds held shares of Charles Schwab. The most heavily invested institutionals were Toronto Dominion Bank ($12.41B), Vanguard Group Inc. ($8.25B), BlackRock Inc. ($5.42B), Price T Rowe Associates Inc. MD ($4.77B), Dodge & Cox ($4.11B), State Street Corp ($3.42B), and Massachusetts Financial Services Co. MA ($2.13B).Learn more on SCHW's institutional investors.

What percentage of Charles Schwab stock is owned by institutional investors?

84.38% of Charles Schwab stock is owned by institutional investors. Learn more on SCHW's institutional investor holdings.

Which institutional investors have been buying Charles Schwab stock?

Of the 1,879 institutional investors that purchased Charles Schwab stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($965.03M), Toronto Dominion Bank ($225.30M), Capital Research Global Investors ($22.95M), Price T Rowe Associates Inc. MD ($19.37M), Fisher Asset Management LLC ($18.60M), Norges Bank ($13.81M), and Royal Bank of Canada ($11.72M).

How much institutional buying is happening at Charles Schwab?

Institutional investors have bought a total of 1,571,421,303 shares in the last 24 months. This purchase volume represents approximately $98.71B in transactions.

Which Charles Schwab major shareholders have been selling company stock?

Of the 1,196 institutional investors that sold Charles Schwab stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($60.90M), Price T Rowe Associates Inc. MD ($29.43M), Primecap Management Co. CA ($23.08M), Parnassus Investments LLC ($15.81M), BlackRock Inc. ($12.33M), FMR LLC ($11.29M), and Boston Partners ($9.99M).

How much institutional selling is happening at Charles Schwab?

Institutional investors have sold a total of 342,091,154 shares in the last 24 months. This volume of shares sold represents approximately $21.91B in transactions.


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This page (NYSE:SCHW) was last updated on 4/30/2024 by MarketBeat.com Staff

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