Free Trial
→ M.A.G.A. is Finished – This Could be even Better (From Paradigm Press) (Ad) Buy SCHW Stock  Free SCHW Stock Alerts

Charles Schwab (SCHW) Institutional Ownership

Charles Schwab logo
$81.42 +0.16 (+0.20%)
As of 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Charles Schwab (NYSE:SCHW)

Current
Institutional Ownership
Percentage
84.38%
Number of
Institutional Buyers
(last 12 months)
1254
Total
Institutional Inflows
(last 12 months)
$10.17B
Number of
Institutional Sellers
(last 12 months)
987
Total
Institutional Outflows
(last 12 months)
$10.42B
Get SCHW Insider Trade Alerts

Want to know when executives and insiders are buying or selling Charles Schwab stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SCHW Institutional Buying and Selling by Quarter

Charles Schwab Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Leavell Investment Management Inc.12,055$944K0.0%+2.0%0.001%
4/30/2025Quotient Wealth Partners LLC4,593$360K0.0%+11.6%0.000%
4/30/2025Main Street Research LLC35,416$2.77M0.2%-2.3%0.002%
4/30/2025Bridges Investment Management Inc.24,456$1.91M0.0%-13.3%0.001%
4/30/2025First Interstate Bank3,131$245K0.0%-37.0%0.000%
4/30/2025Nisa Investment Advisors LLC513,514$40.20M0.2%+11.6%0.028%
4/30/2025Van Cleef Asset Management Inc145,479$11.39M1.3%+1.0%0.008%
4/30/2025Banque Pictet & Cie SA144,504$11.31M0.1%-5.6%0.008%
4/30/2025LBP AM SA46,806$3.66M0.1%-3.7%0.003%
4/30/2025Axxcess Wealth Management LLC14,864$1.16M0.0%+12.6%0.001%
4/30/2025New Mexico Educational Retirement Board79,687$6.24M0.2%+11.9%0.004%
4/30/2025Westbourne Investment Advisors Inc.125,500$9.82M3.5%+1.4%0.007%
4/30/2025Court Place Advisors LLC3,800$297K0.1%-5.0%0.000%
4/30/2025Cornerstone Planning Group LLC463$36K0.0%+90.5%0.000%
4/30/2025GFG Capital LLC37,147$2.91M0.8%-0.9%0.002%
4/30/2025Greenleaf Trust57,657$4.51M0.0%+6.2%0.003%
4/30/2025Flossbach Von Storch SE10,810,644$846.26M3.7%+0.7%0.596%
4/30/2025Yacktman Asset Management LP4,709,043$368.62M4.8%-3.4%0.260%
4/30/2025CORDA Investment Management LLC.608,606$47.64M3.8%-1.3%0.034%
4/30/2025DekaBank Deutsche Girozentrale419,318$32.36M0.1%+5.9%0.023%
4/30/2025Personal CFO Solutions LLC11,457$897K0.2%+2.0%0.001%
4/30/2025M&T Bank Corp251,437$19.68M0.1%-12.7%0.014%
4/30/2025Stratos Wealth Partners LTD.38,093$2.98M0.0%-12.0%0.002%
4/30/2025Stratos Wealth Advisors LLC15,553$1.22M0.1%+11.0%0.001%
4/30/2025Stratos Investment Management LLC10,927$855K0.0%+28.8%0.001%
4/30/2025Brown Advisory Inc.6,454,052$505.22M0.7%+37.4%0.356%
4/30/2025Ninety One UK Ltd1,044,304$81.75M0.2%-16.9%0.058%
4/30/2025Alpha Cubed Investments LLC31,246$2.45M0.1%+43.0%0.002%
4/30/2025Davidson Investment Advisors244,208$19.12M0.9%-5.8%0.013%
4/30/2025Capital Management Associates Inc8,150$638K0.1%+100.6%0.000%
4/30/2025Abound Financial LLC1,173$92K0.0%N/A0.000%
4/30/2025Crossmark Global Holdings Inc.259,738$20.33M0.4%-54.4%0.014%
4/29/2025U.S. Capital Wealth Advisors LLC11,056$865K0.0%-2.4%0.001%
4/29/2025Financial Counselors Inc.263,219$20.61M0.3%-3.2%0.015%
4/29/2025TD Private Client Wealth LLC19,808$1.55M0.0%+307.2%0.001%
4/29/2025Heritage Wealth Management Inc.7,414$580K0.2%+8.8%0.000%
4/29/2025Envestnet Asset Management Inc.5,781,015$452.54M0.1%+6.5%0.319%
4/29/2025Hexagon Capital Partners LLC1,123$88K0.0%-78.1%0.000%
4/29/2025Investor s Fiduciary Advisor Network LLC15,435$1.21M0.6%-6.3%0.001%
4/29/2025Financiere des Professionnels Fonds d investissement inc.266,786$20.88M1.4%-3.5%0.015%
The next market Nvidia is positioned to dominate … (Ad)

Robots — built by Nvidia. Forbes says this could be " a $24 trillion opportunity for investors." Huang said, "The ChatGPT moment for robotics is right around the corner." In fact, I believe these robots could impact 65 million Americans lives — this year. And one stock — currently priced around $7 — could be the biggest winner.

To see a live demonstration with one of these robots, simply click here.
4/29/2025Traveka Wealth LLC2,724$213K0.1%N/A0.000%
4/29/2025Compass Wealth Management LLC34,267$2.68M0.7%-4.5%0.002%
4/29/2025Core Alternative Capital437$34K0.0%-71.4%0.000%
4/29/2025Whelan Financial5,906$462K0.2%N/A0.000%
4/29/2025Sutton Place Investors LLC8,677$679K0.5%+1.6%0.000%
4/29/2025Novare Capital Management LLC11,835$926K0.1%+5.3%0.001%
4/29/2025Concurrent Investment Advisors LLC15,388$1.21M0.0%+12.2%0.001%
4/29/2025HM Payson & Co.19,271$1.51M0.0%+0.7%0.001%
4/29/2025Bank of New York Mellon Corp11,056,953$865.54M0.2%+5.9%0.610%
4/29/2025Elite Financial Inc.900$70K0.0%N/A0.000%
4/29/2025World Investment Advisors163,007$12.76M0.3%+7.6%0.009%
4/29/2025VELA Investment Management LLC23,120$1.81M0.6%-2.2%0.001%
4/29/2025Truist Financial Corp1,830,654$143.30M0.2%-3.7%0.101%
4/29/2025Capital Investment Advisory Services LLC30,752$2.41M0.2%-1.8%0.002%
4/29/2025Investors Asset Management of Georgia Inc. GA ADV4,166$326K0.2%-12.5%0.000%
4/29/2025Strategic Blueprint LLC4,027$315K0.0%-50.1%0.000%
4/29/2025Brookstone Capital Management54,061$4.23M0.1%+728.3%0.003%
4/29/2025Kintegral Advisory LLC21,470$1.68M0.3%-32.9%0.001%
4/29/2025Catalyst Capital Advisors LLC1,580$124K0.0%-12.9%0.000%
4/29/2025SMART Wealth LLC2,587$203K0.1%N/A0.000%
4/29/2025Timber Creek Capital Management LLC117,690$9.21M2.5%-0.2%0.006%
4/29/2025Pacific Heights Asset Management LLC188,000$14.72M1.0%+70.9%0.010%
4/29/2025IFM Investors Pty Ltd303,722$23.78M0.2%+2.7%0.017%
4/29/2025OneDigital Investment Advisors LLC47,116$3.69M0.0%-1.0%0.003%
4/29/2025Avantax Planning Partners Inc.4,615$361K0.0%-12.8%0.000%
4/29/2025 Silver Oak Securities Incorporated3,817$297K0.0%N/A0.000%
4/29/2025Calamos Advisors LLC347,744$27.22M0.1%+1.1%0.019%
4/29/2025Aviance Capital Partners LLC92,775$7.26M1.0%+2.0%0.005%
4/29/2025Conning Inc.55,647$4.36M0.2%-16.1%0.003%
4/29/2025 Aurora Private Wealth Inc.15,257$1.19M0.3%N/A0.001%
4/29/2025Onyx Bridge Wealth Group LLC2,657$208K0.0%N/A0.000%
4/29/2025Checchi Capital Advisers LLC14,588$1.14M0.1%+2.6%0.001%
4/28/2025 North Capital Inc.1,058$83K0.1%N/A0.000%
4/28/2025 D.A. Davidson & CO.380,259$29.77M0.2%+0.5%0.021%
4/28/2025 Principal Financial Group Inc.6,550,544$512.78M0.3%+2.8%0.361%
4/28/2025 MBM Wealth Consultants LLC17,899$1.40M0.4%+1.3%0.001%
4/28/2025 Mutual Advisors LLC11,359$908K0.0%+3.8%0.001%
4/28/2025 Oregon Public Employees Retirement Fund146,392$11.46M0.2%+14.3%0.008%
4/28/2025 Capital Investment Counsel Inc90,957$7.12M1.1%+1.1%0.005%
4/28/2025 Teacher Retirement System of Texas376,425$29.47M0.1%+298.7%0.021%
4/28/2025 First Horizon Advisors Inc.3,298$258K0.0%+7.7%0.000%
4/28/2025 Novem Group9,219$722K0.1%+16.6%0.001%
4/28/2025 Elmwood Wealth Management Inc.16,364$1.28M0.5%-5.7%0.001%
4/28/2025 Private Trust Co. NA5,536$433K0.0%+3.1%0.000%
4/28/2025 Mainstream Capital Management LLC16,825$1.32M1.0%+5.0%0.001%
4/28/2025 Pinnacle Financial Partners Inc18,459$1.44M0.0%+928.4%0.001%
4/28/2025 Fiduciary Group LLC42,838$3.35M0.3%-2.6%0.002%
4/28/2025 Aaron Wealth Advisors LLC17,433$1.37M0.2%+1.6%0.001%
4/28/2025 Coastline Trust Co31,035$2.43M0.3%+0.5%0.002%
4/28/2025 Keybank National Association OH49,608$3.88M0.0%-21.3%0.003%
Secret financial plot unfolding in Washington DC… [DEVELOPING] (Ad)

What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. You see, I’ve recently uncovered a secret financial plot unfolding in Washington DC…

So please take a moment to watch it now.
4/28/2025 Arbor Trust Wealth Advisors LLC11,355$889K0.4%+14.5%0.001%
4/28/2025 DAVENPORT & Co LLC303,469$23.73M0.1%+14.6%0.017%
4/28/2025 Svenska Handelsbanken AB publ 12,275$961K1.0%N/A0.001%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd213,323$16.70M0.2%+9.8%0.012%
4/28/2025 Lincoln Capital Corp61,929$4.85M2.0%-3.6%0.003%
4/28/2025 Smith Group Asset Management LLC208,086$16.29M1.2%N/A0.011%
4/28/2025 Vontobel Holding Ltd.30,347$2.38M0.0%-26.8%0.002%
4/25/2025 JNBA Financial Advisors14,923$1.17M0.1%-2.3%0.001%
4/25/2025 Kampmann Melissa S.30,335$2.38M1.9%-19.8%0.002%
4/25/2025 Mather Group LLC.6,185$484K0.0%+4.5%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, 2,216 institutional investors and hedge funds held shares of Charles Schwab. The most heavily invested institutionals were Toronto Dominion Bank ($13.73B), Vanguard Group Inc. ($9.52B), Dodge & Cox ($6.61B), BlackRock Inc. ($5.42B), Price T Rowe Associates Inc. MD ($5.41B), State Street Corp ($4.02B), and Geode Capital Management LLC ($2.28B).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 1,960 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 ($964.85M), Norges Bank ($31.23M), Price T Rowe Associates Inc. MD ($22.32M), Massachusetts Financial Services Co. MA ($9.13M), Kovitz Investment Group Partners LLC ($8.91M), Franklin Resources Inc. ($8.05M), and Flossbach Von Storch AG ($7.15M).

How much institutional buying is happening at Charles Schwab?

Institutional investors have bought a total of 1,311,366,917 shares in the last 24 months. This purchase volume represents approximately $77.05B in transactions.

Which Charles Schwab major shareholders have been selling company stock?

Of the 1,338 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 ($64.24M), Toronto Dominion Bank ($40.75M), Price T Rowe Associates Inc. MD ($14.72M), BlackRock Inc. ($12.33M), Parnassus Investments LLC ($10.95M), Massachusetts Financial Services Co. MA ($10.47M), and Boston Partners ($9.16M).

How much institutional selling is happening at Charles Schwab?

Institutional investors have sold a total of 344,397,721 shares in the last 24 months. This volume of shares sold represents approximately $21.34B in transactions.


Related Companies

This page (NYSE:SCHW) was last updated on 4/30/2025 by MarketBeat.com Staff
From Our Partners
Trump Orders 'National Digital Asset Stockpile'
‘Digital Asset Reserve’ for THIS Coin??? Get all the details before this story gains even more traction
Crypto 101 Media | Sponsored
Secret financial plot unfolding in Washington DC… [DEVELOPING]
What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. Yo...
Timothy Sykes | Sponsored
M.A.G.A. is Finished – This Could be even Better
You’ve no doubt heard Trump’s rally cry: Make America Great Again. But recently the President made a big ch...
Paradigm Press | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
The July 23rd Crypto Trigger Could Mark the Beginning of Bitcoin’s Next Big Move Bitcoin’s early 2024 ETF r...
Crypto Swap Profits | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Elon Musk’s next move from the Oval Office?
No one is closer to President Trump than Tesla CEO Elon Musk. He's been dubbed Trump's "first buddy." Tr...
Weiss Ratings | Sponsored
China’s next move could destroy U.S. tech
The U.S. fired the first shot with 145% tariffs. Apple relies heavily on Chinese production. Tesla needs Ch...
Investors Alley | Sponsored
This isn’t a trade war. It’s worse…
Investigative Journalist Bombhsell: The Curse on the U.S Dollar Depleted retirement accounts? Meme coin inv...
Stansberry Research | Sponsored