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Charles Schwab (SCHW) Institutional Ownership

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$92.10 -1.92 (-2.04%)
Closing price 03:59 PM Eastern
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$91.74 -0.37 (-0.40%)
As of 04:10 PM Eastern
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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)
1545
Total
Institutional Inflows
(last 12 months)
$22.70B
Number of
Institutional Sellers
(last 12 months)
1086
Total
Institutional Outflows
(last 12 months)
$12.02B
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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
10/10/2025Seneca House Advisors56,520$5.40M2.2%-6.7%0.003%
10/10/2025Red Door Wealth Management LLC3,415$326K0.0%+10.0%0.000%
10/10/2025Pathway Financial Advisors LLC2,470$236K0.0%N/A0.000%
10/10/2025Corsicana & Co.1,500$143K0.1%N/A0.000%
10/10/2025Flputnam Investment Management Co.328,157$31.33M0.5%-0.3%0.018%
10/10/2025Quotient Wealth Partners LLC6,281$600K0.0%+2.5%0.000%
10/10/2025Castleview Partners LLC2,125$203K0.1%N/A0.000%
10/10/2025Perpetual Ltd15,481$1.48M0.0%+37.3%0.001%
10/10/2025Focus Financial Network Inc.18,849$1.80M0.1%-2.1%0.001%
10/10/2025Fiduciary Financial Group LLC44,751$4.27M0.7%-5.3%0.002%
10/9/2025CGN Advisors LLC2,758$263K0.0%N/A0.000%
10/9/2025Bartlett & CO. Wealth Management LLC21,834$2.08M0.0%+0.6%0.001%
10/9/2025Independence Bank of Kentucky10,639$1.02M0.1%-22.5%0.001%
10/9/2025Secure Asset Management LLC38,594$3.56M0.6%+31.2%0.002%
10/9/2025Cascade Investment Advisors Inc.35,585$3.40M2.1%-1.0%0.002%
10/9/2025AdvisorNet Financial Inc641$61K0.0%-30.9%0.000%
10/9/2025Centurion Wealth Management LLC6,462$617K0.1%+2.6%0.000%
10/9/2025Toth Financial Advisory Corp14,543$1.39M0.1%+164.7%0.001%
10/9/2025Astoria Portfolio Advisors LLC.7,645$717K0.2%+74.5%0.000%
10/9/2025Central Bank & Trust Co.37,127$3.55M0.6%-0.4%0.002%
10/9/2025Perkins Coie Trust Co62,785$5.99M1.1%+5.8%0.003%
10/9/2025Sky Investment Group LLC5,070$484K0.1%-2.9%0.000%
10/9/2025U.S. Capital Wealth Advisors LLC10,939$1.04M0.0%-6.8%0.001%
10/9/2025Kennebec Savings Bank8,037$767K0.7%-16.6%0.000%
10/9/2025Voya Investment Management LLC1,693,542$161.68M0.2%-41.5%0.093%
10/9/2025Voya Financial Advisors Inc.57,178$5.54M0.5%-3.5%0.003%
10/9/2025Addenda Capital Inc.202,348$19.32M0.7%+25.7%0.011%
10/9/2025Dynamic Advisor Solutions LLC24,411$2.33M0.1%+28.6%0.001%
10/9/2025Embree Financial Group16,679$1.59M0.2%+1.0%0.001%
10/9/2025First Financial Corp IN750$72K0.0%-17.2%0.000%
10/9/2025Central Valley Advisors LLC2,838$271K0.1%N/A0.000%
10/9/2025Riversedge Advisors LLC2,758$263K0.0%N/A0.000%
10/8/2025 Talbot Financial LLC192,691$18.40M1.6%+4.4%0.011%
10/8/2025 Marshall Financial Group LLC3,224$308K0.1%+3.5%0.000%
10/8/2025 Patriot Financial Group Insurance Agency LLC38,173$3.64M0.5%-30.6%0.002%
10/8/2025 Teamwork Financial Advisors LLC2,509$239K0.0%+12.1%0.000%
10/8/2025 Peoples Bank KS4,433$423K0.4%-7.8%0.000%
10/8/2025 Fiduciary Alliance LLC6,130$585K0.0%+21.8%0.000%
10/8/2025 RDA Financial Network3,442$329K0.1%+17.5%0.000%
10/8/2025 Tompkins Financial Corp2,930$280K0.0%-17.0%0.000%
10/8/2025 Wedmont Private Capital17,596$1.65M0.1%+3.8%0.001%
10/8/2025 Czech National Bank433,366$41.37M0.3%+3.8%0.024%
10/8/2025 Country Club Bank88,714$8.60M0.5%-16.1%0.005%
10/8/2025 Sendero Wealth Management LLC72,300$6.90M0.8%-19.1%0.004%
10/7/2025 Cooper Financial Group16,300$1.56M0.2%+13.8%0.001%
10/7/2025 Montecito Bank & Trust16,193$1.55M0.2%N/A0.001%
10/7/2025 Orser Capital Management LLC6,550$625K0.3%N/A0.000%
10/7/2025 Acropolis Investment Management LLC4,466$407K0.0%N/A0.000%
10/7/2025 Wynn Capital LLC28,242$2.70M1.3%+1.3%0.002%
10/7/2025 Threadgill Financial LLC40,131$3.83M1.9%N/A0.002%
10/7/2025 Canandaigua National Trust Co of Florida9,746$930K0.7%-5.9%0.001%
10/7/2025 Canandaigua National Bank & Trust Co.29,292$2.80M0.2%-0.7%0.002%
10/7/2025 Cullen Investment Group LTD.24,923$2.35M0.3%+1.2%0.001%
10/7/2025 Salem Investment Counselors Inc.25,661$2.45M0.1%-0.9%0.001%
10/7/2025 Sanders Morris Harris LLC4,000$382K0.1%+33.3%0.000%
10/7/2025 Oak Thistle LLC15,325$1.46M0.2%N/A0.001%
10/6/2025 Moody National Bank Trust Division27,755$2.65M0.2%+15.0%0.002%
10/6/2025 Old Port Advisors7,508$717K0.2%-2.0%0.000%
10/6/2025 Steph & Co.386$37K0.0%+74.7%0.000%
10/6/2025 HF Advisory Group LLC37,162$3.55M1.3%+2.6%0.002%
10/6/2025 Heartwood Wealth Advisors LLC1,191$114K0.0%N/A0.000%
10/6/2025 Grove Bank & Trust2,554$244K0.0%-7.0%0.000%
10/6/2025 Venture Visionary Partners LLC9,293$887K0.0%+3.8%0.001%
10/6/2025 Red Spruce Capital LLC41,546$3.97M1.6%-0.4%0.002%
10/6/2025 Greenfield Savings Bank4,249$406K0.2%N/A0.000%
10/6/2025 Nilsine Partners LLC9,469$904K0.1%+5.1%0.001%
10/3/2025 HCR Wealth Advisors13,540$1.26M0.1%+3.8%0.001%
10/3/2025 Iowa State Bank29,906$2.86M0.5%-1.7%0.002%
10/3/2025 Summit Financial Wealth Advisors LLC2,338$216K0.0%N/A0.000%
10/3/2025 Aaron Wealth Advisors LLC32,625$3.12M0.2%+73.4%0.002%
10/3/2025 West Oak Capital LLC36,067$3.44M1.4%+3.9%0.002%
10/2/2025 Central Pacific Bank Trust Division79,586$7.60M0.9%-2.8%0.004%
10/2/2025 GAMMA Investing LLC35,041$3.35M0.2%+8.6%0.002%
10/1/2025 Park National Corp OH266,111$25.41M0.8%-8.9%0.015%
10/1/2025 Jacobs & Co. CA159,285$15.21M1.5%-2.2%0.009%
10/1/2025 Vigilare Wealth Management11,125$1.06M0.4%+11.0%0.001%
10/1/2025 Farmers Trust Co.2,348$224K0.0%-6.5%0.000%
10/1/2025 Neville Rodie & Shaw Inc.7,280$695K0.1%+3.3%0.000%
9/26/2025Corient Private Wealth LLC754,224$68.82M0.1%-6.6%0.042%
9/24/2025Texas Permanent School Fund Corp130,326$11.89M0.1%-29.5%0.007%
9/22/2025Caldwell Trust Co19,805$1.81M0.2%N/A0.001%
9/19/2025Canal Capital Management LLC3,254$297K0.0%N/A0.000%
9/12/2025Valeo Financial Advisors LLC38,726$3.53M0.1%+0.3%0.002%
9/5/2025Prospera Capital Management LLC2,332$213K0.1%N/A0.000%
9/4/2025Osaic Holdings Inc.368,451$33.40M0.1%+11.1%0.020%
9/3/2025Q3 Asset Management34,070$3.11M1.1%N/A0.002%
8/29/2025Centaurus Financial Inc.26,161$2.39M0.1%-2.6%0.001%
8/28/2025Prospera Capital Management LLC2,369$216K0.1%N/A0.000%
8/27/2025Orion Porfolio Solutions LLC176,485$16.10M0.1%+16.6%0.010%
8/26/2025Provident Investment Management Inc.620,853$56.65M4.8%-0.4%0.034%
8/26/2025Thrivent Financial for Lutherans2,378,672$216.96M0.5%+14.5%0.131%
8/26/2025MASTERINVEST Kapitalanlage GmbH42,480$3.88M0.4%N/A0.002%
8/22/2025Stance Capital LLC14,882$1.36M0.5%N/A0.001%
8/20/2025Kentucky Retirement Systems106,199$9.69M0.3%-6.1%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund45,072$4.11M0.3%-6.5%0.002%
8/20/2025Coppell Advisory Solutions LLC40,058$3.60M0.4%+251.8%0.002%
8/19/2025B. Riley Wealth Advisors Inc.16,893$1.54M0.1%N/A0.001%
8/19/2025Cape Investment Advisory Inc.26,043$2.38M0.9%+4.7%0.001%
8/19/2025Advisory Services Network LLC22,208$2.17M0.0%-3.6%0.001%
8/19/2025Anchor Investment Management LLC31,336$2.86M0.3%+6.3%0.002%
(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, 2,285 institutional investors and hedge funds held shares of Charles Schwab. The most heavily invested institutionals were Vanguard Group Inc. ($13.79B), Toronto Dominion Bank ($13.73B), Dodge & Cox ($7.70B), State Street Corp ($6.61B), Price T Rowe Associates Inc. MD ($6.42B), Geode Capital Management LLC ($3.40B), and Franklin Resources Inc. ($2.74B).Learn more on Charles Schwab's institutional investors.

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

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

Which institutional investors have been buying Charles Schwab's stock?

Of the 1,996 institutional investors that purchased Charles Schwab's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($51.95M), Price T Rowe Associates Inc. MD ($29.27M), Vanguard Group Inc. ($25.10M), Primecap Management Co. CA ($18.00M), Wellington Management Group LLP ($14.64M), Boston Partners ($9.45M), and Massachusetts Financial Services Co. MA ($9.13M).

How much institutional buying is happening at Charles Schwab?

Institutional investors have bought a total of 286,695,856 shares in the last 24 months. This purchase volume represents approximately $22.70B in transactions.

Which of Charles Schwab's major shareholders have been selling company stock?

Of the 1,083 institutional investors that sold Charles Schwab's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Toronto Dominion Bank ($40.54M), Price T Rowe Associates Inc. MD ($14.72M), Massachusetts Financial Services Co. MA ($10.27M), Kovitz Investment Group Partners LLC ($8.32M), Wellington Management Group LLP ($7.63M), Nuveen Asset Management LLC ($6.63M), and Dodge & Cox ($5.23M).

How much institutional selling is happening at Charles Schwab?

Institutional investors have sold a total of 161,162,397 shares in the last 24 months. This volume of shares sold represents approximately $12.02B in transactions.


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This page (NYSE:SCHW) was last updated on 10/10/2025 by MarketBeat.com Staff
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