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Charles Schwab (SCHW) Institutional Ownership

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$95.90 -0.81 (-0.83%)
Closing price 08/7/2025 03:59 PM Eastern
Extended Trading
$96.13 +0.22 (+0.23%)
As of 04:02 AM 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)
1467
Total
Institutional Inflows
(last 12 months)
$18.30B
Number of
Institutional Sellers
(last 12 months)
1053
Total
Institutional Outflows
(last 12 months)
$10.60B
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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
8/7/2025Boston Partners4,214,200$385.67M0.4%-14.1%0.232%
8/7/2025Fagan Associates Inc.74,838$6.83M1.1%+3.3%0.004%
8/7/2025CENTRAL TRUST Co14,795$1.35M0.0%-1.2%0.001%
8/7/2025Nwam LLC2,461$243K0.0%N/A0.000%
8/7/2025Montag A & Associates Inc.54,341$4.96M0.2%-2.8%0.003%
8/7/2025Hodges Capital Management Inc.12,096$1.10M0.1%-25.2%0.001%
8/7/2025Ibex Wealth Advisors48,780$4.45M0.5%N/A0.003%
8/7/2025Vise Technologies Inc.19,342$1.77M0.1%N/A0.001%
8/7/2025Generation Investment Management LLP13,885,456$1.27B8.1%-3.1%0.764%
8/7/2025First Dallas Securities Inc.15,109$1.38M0.5%-18.0%0.001%
8/7/2025Alpha Cubed Investments LLC30,536$2.79M0.1%-2.3%0.002%
8/7/2025Allworth Financial LP42,391$3.87M0.0%+27.9%0.002%
8/7/2025Americana Partners LLC97,978$8.94M0.3%-6.8%0.005%
8/7/2025Illinois Municipal Retirement Fund34,713$3.17M0.0%+34.5%0.002%
8/7/2025BOK Financial Private Wealth Inc.507$46K0.0%+136.9%0.000%
8/7/2025Fountainhead AM LLC2,745$250K0.0%N/A0.000%
8/7/2025Fidelis Capital Partners LLC8,086$782K0.1%+11.4%0.000%
8/7/2025ProShare Advisors LLC383,647$35.00M0.1%-5.4%0.021%
8/7/2025Profund Advisors LLC19,105$1.74M0.1%-17.9%0.001%
8/7/2025King Luther Capital Management Corp220,589$20.13M0.1%+755.6%0.012%
8/7/2025PFG Advisors1,994,936$182.02M5.9%+65,501.3%0.110%
8/7/2025Arbor Trust Wealth Advisors LLC11,695$1.07M0.5%+3.0%0.001%
8/7/2025Zions Bancorporation National Association UT2,856$261K0.0%+18.4%0.000%
8/7/2025Pinnacle Wealth Management Advisory Group LLC9,631$879K0.1%+1.9%0.001%
8/7/2025Future Fund LLC9,661$881K0.4%+10.2%0.001%
8/7/2025Summit Asset Management LLC12,002$1.10M0.2%-4.8%0.001%
8/7/2025Midwest Trust Co271,837$24.80M0.3%N/A0.015%
8/7/2025Flossbach Von Storch SE10,580,171$965.34M3.9%-2.1%0.582%
8/7/2025Brio Consultants LLC2,866$261K0.0%+8.7%0.000%
8/7/20251ST Source Bank23,680$2.16M0.1%+0.5%0.001%
8/7/2025GS Investments Inc.55,455$5.06M2.2%-1.1%0.003%
8/7/2025Sound View Wealth Advisors Group LLC3,881$354K0.0%+3.3%0.000%
8/7/2025Rathbones Group PLC118,068$10.77M0.0%+281.9%0.006%
8/7/2025Campbell & CO Investment Adviser LLC73,222$6.68M0.4%N/A0.004%
8/7/2025Connor Clark & Lunn Investment Management Ltd.148,603$13.56M0.0%+2,356.7%0.008%
8/7/2025Delta Financial Advisors LLC3,299$301K0.1%-15.9%0.000%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.3,277,467$299.04M0.2%+7.4%0.180%
8/7/2025Parkside Financial Bank & Trust8,065$736K0.1%+5.5%0.000%
8/7/2025Keystone Financial Services19,277$1.76M0.6%+4.5%0.001%
8/7/2025Aviva PLC1,253,849$114.40M0.2%+11.7%0.069%
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8/7/2025Los Angeles Capital Management LLC2,185,390$199.40M0.7%-32.5%0.120%
8/6/2025 RWA Wealth Partners LLC195,225$17.81M0.2%-2.8%0.011%
8/6/2025 Titan Global Capital Management USA LLC297,283$27.12M4.3%+25.5%0.016%
8/6/2025Summit Investment Advisors Inc.16,235$1.27M1.0%+11.5%0.001%
8/6/2025 AE Wealth Management LLC43,223$3.94M0.0%+4.6%0.002%
8/6/2025 Stokes Family Office LLC7,216$658K0.1%-4.4%0.000%
8/6/2025 Paradigm Asset Management Co. LLC14,450$1.32M0.3%-70.1%0.001%
8/6/2025 Metis Global Partners LLC93,336$8.52M0.2%-7.6%0.005%
8/6/2025 Summit Wealth & Retirement Planning Inc.4,297$392K0.1%+40.4%0.000%
8/6/2025 Penserra Capital Management LLC2,703$245K0.0%+2,210.3%0.000%
8/6/2025 KCM Investment Advisors LLC93,776$8.56M0.3%-1.4%0.005%
8/6/2025 Kinsale Capital Group Inc.131,021$11.95M2.5%+9.1%0.007%
8/6/2025 Wedbush Securities Inc.18,285$1.67M0.1%+13.1%0.001%
8/6/2025 Vestmark Advisory Solutions Inc.74,272$6.78M0.1%-24.3%0.004%
8/6/2025 Bryn Mawr Trust Advisors LLC5,489$501K0.0%+2.0%0.000%
8/6/2025 Princeton Capital Management LLC4,697$429K0.1%N/A0.000%
8/6/2025 Savant Capital LLC45,374$4.14M0.0%-39.9%0.002%
8/6/2025 Malaga Cove Capital LLC47,098$4.30M1.7%-1.6%0.003%
8/6/2025 Texas Yale Capital Corp.24,715$2.26M0.1%-3.1%0.001%
8/6/2025 Aspetuck Financial Management LLC6,577$600K0.5%-4.4%0.000%
8/6/2025 Modera Wealth Management LLC154,357$14.08M0.2%-1.8%0.008%
8/6/2025 Twin Capital Management Inc.47,869$4.37M0.5%-0.3%0.003%
8/6/2025 Soltis Investment Advisors LLC4,673$426K0.0%N/A0.000%
8/6/2025 Souders Financial Advisors4,167$380K0.0%-5.5%0.000%
8/6/2025 Yacktman Asset Management LP4,565,374$416.55M5.6%-3.1%0.251%
8/6/2025 Achmea Investment Management B.V.69,625$6.35M0.1%+9.8%0.004%
8/6/2025 Golden State Wealth Management LLC705$64K0.0%+386.2%0.000%
8/6/2025 SouthState Corp5,958$544K0.0%-1.9%0.000%
8/6/2025 Andra AP fonden46,803$4.27M0.1%N/A0.003%
8/6/2025 Ethos Financial Group LLC8,381$765K0.1%N/A0.000%
8/6/2025 Resona Asset Management Co. Ltd.581,823$52.97M0.3%+4.6%0.032%
8/6/2025 Atlantic Union Bankshares Corp121,224$11.06M0.3%N/A0.007%
8/6/2025 Cornercap Investment Counsel Inc.22,971$2.10M1.1%-2.1%0.001%
8/6/2025 First Horizon Advisors Inc.5,295$483K0.0%+60.6%0.000%
8/6/2025 Trillium Asset Management LLC4,881$445K0.0%+17.4%0.000%
8/6/2025 Moors & Cabot Inc.20,701$1.89M0.1%+4.0%0.001%
8/6/2025 RFG Bristol Wealth Advisors LLC16,201$1.48M0.5%+30.5%0.001%
8/6/2025 Equity Investment Corp1,028,062$93.80M2.0%-34.2%0.057%
8/5/2025 Main Street Research LLC33,617$3.07M0.2%-5.1%0.002%
8/5/2025 Ellevest Inc.7,156$653K0.1%+2.7%0.000%
8/5/2025 Commonwealth Retirement Investments LLC6,255$571K0.2%-81.9%0.000%
8/5/2025 Crestwood Advisors Group LLC136,242$12.43M0.2%-78.7%0.007%
8/5/2025 Jacobson & Schmitt Advisors LLC163,720$14.94M2.6%-0.4%0.009%
8/5/2025 Claro Advisors LLC2,751$251K0.0%-43.5%0.000%
8/5/2025 Cassaday & Co Wealth Management LLC6,512$594K0.0%+3.4%0.000%
8/5/2025 Pointe Capital Management LLC6,884$628K0.3%+2.0%0.000%
8/5/2025 NewSquare Capital LLC1,070$98K0.0%+40.6%0.000%
8/5/2025 Elyxium Wealth LLC2,406$220K0.1%N/A0.000%
8/5/2025 Huntington National Bank38,055$3.47M0.0%-1.4%0.002%
8/5/2025 Bryce Point Capital LLC9,510$868K0.7%N/A0.001%
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8/5/2025 WorthPointe LLC2,252$205K0.1%-33.2%0.000%
8/5/2025 Next Capital Management LLC16,684$1.52M0.6%+4.4%0.001%
8/5/2025 Marion Wealth Management3,217$293K0.1%+13.8%0.000%
8/5/2025 Bridgewater Advisors Inc.6,514$638K0.0%-2.5%0.000%
8/5/2025 Bank of New York Mellon Corp14,182,132$1.29B0.2%+28.3%0.781%
8/5/2025 Freestone Capital Holdings LLC5,664$517K0.0%+12.3%0.000%
8/5/2025 K.J. Harrison & Partners Inc34,943$3.19M0.5%-36.4%0.002%
8/5/2025 Machina Capital S.A.S.53,310$4.86M1.0%+131.8%0.003%
8/5/2025 Verity Asset Management Inc.7,191$656K0.3%-51.8%0.000%
8/5/2025 Westside Investment Management Inc.689$63K0.0%+96.9%0.000%
(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, 2,261 institutional investors and hedge funds held shares of Charles Schwab. The most heavily invested institutionals were Toronto Dominion Bank ($13.73B), Vanguard Group Inc. ($11.62B), Dodge & Cox ($6.95B), Price T Rowe Associates Inc. MD ($6.42B), BlackRock Inc. ($5.42B), State Street Corp ($4.02B), and Geode Capital Management LLC ($2.28B).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 1,977 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 ($31.23M), Price T Rowe Associates Inc. MD ($29.27M), Vanguard Group Inc. ($22.31M), Wellington Management Group LLP ($14.64M), Primecap Management Co. CA ($12.97M), 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 238,984,835 shares in the last 24 months. This purchase volume represents approximately $18.25B in transactions.

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

Of the 1,043 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 ($40.66M), Price T Rowe Associates Inc. MD ($14.72M), Massachusetts Financial Services Co. MA ($11.94M), Kovitz Investment Group Partners LLC ($8.32M), Wellington Management Group LLP ($7.63M), Nuveen Asset Management LLC ($6.63M), and Legal & General Group Plc ($2.47M).

How much institutional selling is happening at Charles Schwab?

Institutional investors have sold a total of 146,934,180 shares in the last 24 months. This volume of shares sold represents approximately $10.54B in transactions.


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This page (NYSE:SCHW) was last updated on 8/8/2025 by MarketBeat.com Staff
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