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Charles Schwab (SCHW) Institutional Ownership

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$95.87 +2.77 (+2.98%)
Closing price 03:59 PM Eastern
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$95.82 -0.05 (-0.05%)
As of 07:58 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)
1400
Total
Institutional Inflows
(last 12 months)
$17.33B
Number of
Institutional Sellers
(last 12 months)
1046
Total
Institutional Outflows
(last 12 months)
$10.71B
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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
7/18/2025AMI Asset Management Corp480,288$43.82M2.5%-33.5%0.026%
7/18/2025McGuire Investment Group LLC133,443$12.18M1.6%+0.5%0.007%
7/18/2025Naples Global Advisors LLC70,688$6.45M0.6%-1.3%0.004%
7/18/2025Pure Financial Advisors LLC9,737$888K0.0%+5.0%0.001%
7/18/2025Robeco Institutional Asset Management B.V.461,441$42.10M0.1%+131.2%0.025%
7/18/2025BSW Wealth Partners5,425$495K0.1%+4.6%0.000%
7/18/2025New Wave Wealth Advisors LLC2,556$233K0.1%-25.4%0.000%
7/18/2025Community Financial Services Group LLC46,626$4.25M0.8%-7.5%0.003%
7/18/2025USA Financial Formulas9,864$900K0.2%N/A0.001%
7/18/2025B.O.S.S. Retirement Advisors LLC2,740$250K0.1%-28.3%0.000%
7/18/2025Vigilare Wealth Management10,024$915K0.3%N/A0.001%
7/18/2025Bartlett & CO. Wealth Management LLC21,698$1.98M0.0%-11.1%0.001%
7/18/2025Ninety One UK Ltd917,619$83.72M0.2%-12.1%0.051%
7/18/2025Impact Capital Partners LLC6,787$619K0.2%-3.8%0.000%
7/18/2025Childress Capital Advisors LLC4,896$447K0.1%+36.9%0.000%
7/18/2025PFG Investments LLC5,951$543K0.0%+10.2%0.000%
7/18/2025LBP AM SA164,623$15.02M0.2%+251.7%0.009%
7/18/2025Victrix Investment Advisors42,936$3.92M1.7%-0.7%0.002%
7/18/2025Columbia Asset Management25,677$2.34M0.5%-94.7%0.001%
7/18/2025Mitsubishi UFJ Asset Management UK Ltd.19,000$1.73M0.9%+58.3%0.001%
7/18/2025O ROURKE & COMPANY Inc12,057$1.10M0.5%-5.3%0.001%
7/18/2025Truist Financial Corp1,774,426$161.90M0.2%-3.1%0.098%
7/18/2025Broadway Wealth Solutions Inc.3,545$323K0.2%-8.1%0.000%
7/18/2025Caledonia Investments PLC501,000$45.69M4.5%N/A0.028%
7/17/2025One Wealth Advisors LLC7,587$692K0.1%-2.4%0.000%
7/17/2025Trivium Point Advisory LLC44,105$4.02M0.4%+27.2%0.002%
7/17/2025Alliance Wealth Advisors LLC5,035$459K0.2%+3.9%0.000%
7/17/2025Greenleaf Trust53,243$4.86M0.0%-7.7%0.003%
7/17/2025HCR Wealth Advisors13,045$1.19M0.1%+6.4%0.001%
7/17/2025 Capital Investment Advisors LLC13,846$1.26M0.0%+73.2%0.001%
7/17/2025Tealwood Asset Management Inc.24,602$2.25M1.0%-2.6%0.001%
7/17/2025LexAurum Advisors LLC4,565$416K0.1%-66.9%0.000%
7/17/2025HB Wealth Management LLC42,841$3.91M0.0%-19.1%0.002%
7/17/2025Kavar Capital Partners Group LLC71,167$6.49M0.9%-0.4%0.004%
7/17/2025Janney Montgomery Scott LLC497,400$45.38M0.1%-6.4%0.027%
7/17/2025Venture Visionary Partners LLC8,955$817K0.0%-10.8%0.000%
7/17/2025Oakworth Capital Inc.2,559$233K0.0%+13.3%0.000%
7/17/2025GC Wealth Management RIA LLC15,476$1.41M0.1%+197.2%0.001%
7/17/2025Hanson & Doremus Investment Management125,238$11.43M1.5%-7.9%0.007%
7/17/2025V Square Quantitative Management LLC31,807$2.90M0.4%+9.1%0.002%
Trump’s biggest move, misreported (Ad)

The media and financial pundits are all misreading Trump’s actions. They think Trump wants to make Canada the 51st state because he’s desperate for critical minerals… They think his involvement in Ukraine is just another resource grab… They think his tariffs will wreck the economy… But they’re all missing the bigger picture.

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7/17/2025Klein Pavlis & Peasley Financial Inc.49,072$4.48M3.0%-16.3%0.003%
7/17/2025Investment Research & Advisory Group Inc.66,078$6.03M2.2%+1.4%0.004%
7/17/2025Scott & Selber Inc.32,410$2.96M0.8%+0.9%0.002%
7/17/2025Global Trust Asset Management LLC1,671$152K0.1%+2,253.5%0.000%
7/17/2025Investment Advisory Services Inc. TX ADV25,286$2.31M0.8%-0.4%0.001%
7/17/2025Independence Bank of Kentucky13,735$1.25M0.2%-7.5%0.001%
7/17/2025Lazari Capital Management Inc.6,308$576K0.2%-7.9%0.000%
7/17/2025Addenda Capital Inc.160,938$14.68M0.7%+3.3%0.009%
7/17/2025City Holding Co.19,058$1.74M0.2%-2.0%0.001%
7/17/2025Argus Investors Counsel Inc.28,819$2.63M1.9%-1.8%0.002%
7/17/2025Beacon Capital Management LLC320$29K0.0%-34.3%0.000%
7/17/2025Tritonpoint Wealth LLC2,688$245K0.0%N/A0.000%
7/17/2025Fort Washington Investment Advisors Inc. OH2,576,688$235.10M1.4%-0.9%0.142%
7/17/2025Guyasuta Investment Advisors Inc.2,472$226K0.0%N/A0.000%
7/17/2025WD Rutherford LLC580$53K0.0%N/A0.000%
7/17/2025Financial Partners Group LLC24,142$2.20M0.8%-3.3%0.001%
7/17/2025Avior Wealth Management LLC23,280$2.12M0.1%+368.3%0.001%
7/17/2025Crown Oak Advisors LLC459,576$41.93M19.8%+0.5%0.025%
7/17/2025Chatham Capital Group Inc.45,242$4.13M0.6%+2.5%0.002%
7/17/2025Michels Family Financial LLC7,010$640K0.5%-2.7%0.000%
7/17/2025SeaBridge Investment Advisors LLC3,465$316K0.1%-4.7%0.000%
7/16/2025 TOWER TRUST & INVESTMENT Co10,385$947K0.7%+4.6%0.001%
7/16/2025 Diversified Enterprises LLC3,075$281K0.0%-5.3%0.000%
7/16/2025 ORG Wealth Partners LLC417$38K0.0%-61.2%0.000%
7/16/2025 Brown Lisle Cummings Inc.19,119$1.74M0.5%-2.2%0.001%
7/16/2025 Signaturefd LLC28,974$2.64M0.0%+4.2%0.002%
7/16/2025 First American Bank53,139$4.85M0.3%+0.6%0.003%
7/16/2025 State of Alaska Department of Revenue191,817$17.50M0.2%-3.9%0.011%
7/16/2025 Old Port Advisors7,659$699K0.2%+2.4%0.000%
7/16/2025 Patton Fund Management Inc.2,755$251K0.2%N/A0.000%
7/16/2025 Kathmere Capital Management LLC6,152$561K0.0%+71.1%0.000%
7/16/2025 Destiny Wealth Partners LLC3,068$280K0.0%N/A0.000%
7/16/2025 ST Germain D J Co. Inc.8,643$789K0.0%+3.8%0.000%
7/16/2025 Novem Group9,509$868K0.1%+3.1%0.001%
7/16/2025 Embree Financial Group16,522$1.51M0.2%+1.7%0.001%
7/16/2025 Beaumont Financial Advisors LLC2,890$264K0.0%+5.1%0.000%
7/16/2025 LS Investment Advisors LLC45,787$4.18M0.6%+1.5%0.003%
7/16/2025 CX Institutional129,566$11.82M0.4%-28.4%0.007%
7/16/2025 Hartford Investment Management Co.103,115$9.41M0.3%-0.9%0.006%
7/16/2025 Meyer Handelman Co.2,492$227K0.0%N/A0.000%
7/16/2025 Bank Pictet & Cie Europe AG18,016$1.64M0.0%+10.7%0.001%
7/16/2025 Traveka Wealth LLC2,841$259K0.1%+4.3%0.000%
7/16/2025 Banque Pictet & Cie SA143,207$13.07M0.1%-0.9%0.008%
7/16/2025 Colton Groome Financial Advisors LLC9,735$888K0.3%+4.5%0.001%
7/16/2025 Dakota Wealth Management50,363$4.60M0.1%+15.5%0.003%
7/16/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH30,556$2.79M0.1%+51.7%0.002%
7/16/2025 Perigon Wealth Management LLC153,893$14.04M0.3%-2.3%0.008%
7/16/2025 Octavia Wealth Advisors LLC5,692$519K0.1%-9.3%0.000%
7/16/2025 Maridea Wealth Management LLC5,176$472K0.1%+54.1%0.000%
7/15/2025 Jeppson Wealth Management LLC19,183$1.75M0.6%-0.6%0.001%
Altucher: Trump’s Great Gain is starting (Ad)

New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun. Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation.

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7/15/2025 McAdam LLC2,384$217K0.0%N/A0.000%
7/15/2025 TD Private Client Wealth LLC37,050$3.38M0.1%+87.0%0.002%
7/15/2025 Mather Group LLC.6,638$606K0.0%+7.3%0.000%
7/15/2025 Pine Haven Investment Counsel Inc41,793$3.81M3.0%+0.3%0.002%
7/15/2025 Public Employees Retirement System of Ohio696,105$63.51M0.2%+2.1%0.038%
7/15/2025 Buttonwood Financial Advisors Inc.43,479$3.97M1.6%-0.9%0.002%
7/15/2025 Northside Capital Management LLC2,506$229K0.0%N/A0.000%
7/15/2025 IMS Capital Management14,002$1.28M0.6%N/A0.001%
7/15/2025 Financial Management Professionals Inc.3,103$283K0.0%+14.2%0.000%
7/15/2025 Ballentine Partners LLC22,343$2.04M0.0%+0.8%0.001%
(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, 2,254 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 1,971 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: Bank Julius Baer & Co. Ltd Zurich ($964.95M), 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), and Boston Partners ($9.45M).

How much institutional buying is happening at Charles Schwab?

Institutional investors have bought a total of 229,382,870 shares in the last 24 months. This purchase volume represents approximately $17.33B in transactions.

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

Of the 1,042 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 Van ECK Associates Corp ($2.91M).

How much institutional selling is happening at Charles Schwab?

Institutional investors have sold a total of 150,588,253 shares in the last 24 months. This volume of shares sold represents approximately $10.71B in transactions.


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This page (NYSE:SCHW) was last updated on 7/18/2025 by MarketBeat.com Staff
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