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Charles Schwab (SCHW) Institutional Ownership

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$89.13 -0.10 (-0.11%)
As of 03:58 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)
1371
Total
Institutional Inflows
(last 12 months)
$17.13B
Number of
Institutional Sellers
(last 12 months)
1041
Total
Institutional Outflows
(last 12 months)
$10.68B
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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
5/20/2025Belpointe Asset Management LLC5,721$448K0.0%-49.6%0.000%
5/20/2025Intech Investment Management LLC165,408$12.95M0.1%+77.4%0.009%
5/20/2025 Focus Partners Wealth201,397$15.77M0.0%+75.8%0.011%
5/20/2025Integrity Alliance LLC.8,212$643K0.0%N/A0.000%
5/20/2025Anchor Investment Management LLC29,487$2.31M0.2%+5.4%0.002%
5/20/2025 Glenview Trust co107,062$8.38M0.2%+3.9%0.006%
5/20/2025Aspen Investment Management Inc24,165$1.89M0.9%+48.6%0.001%
5/20/2025Ilmarinen Mutual Pension Insurance Co156,971$12.29M0.1%-16.0%0.009%
5/20/2025Plato Investment Management Ltd30,844$2.44M0.2%+42.7%0.002%
5/19/2025 SageView Advisory Group LLC22,354$1.75M0.1%-0.7%0.001%
5/19/2025 SCS Capital Management LLC11,830$926K0.0%N/A0.001%
5/19/2025 Alpha DNA Investment Management LLC3,397$266K3.5%-91.6%0.000%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC12,833,440$1.00B0.3%+10.1%0.706%
5/16/2025 Wilson & Boucher Capital Management LLC19,500$1.53M1.1%-6.7%0.001%
5/16/2025 Woodline Partners LP143,972$11.27M0.1%+60.4%0.008%
5/16/2025 Zimmer Partners LP350,000$27.40M0.5%N/A0.019%
5/16/2025 American Trust42,802$3.35M0.8%+2.4%0.002%
5/16/2025 Semmax Financial Advisors Inc.61,298$5.18M1.4%-8.6%0.003%
5/16/2025 Empowered Funds LLC62,040$4.86M0.1%+26.4%0.003%
5/16/2025 MBB Public Markets I LLC4,209$329K0.0%N/A0.000%
5/16/2025 Ascent Group LLC94,902$7.43M0.3%+2.3%0.005%
5/16/2025 RNC Capital Management LLC39,895$3.12M0.2%+68.9%0.002%
5/16/2025 Meiji Yasuda Life Insurance Co25,599$2.00M0.0%+27.5%0.001%
5/16/2025 Coppell Advisory Solutions LLC11,388$925K0.1%+432.4%0.001%
5/16/2025 United Services Automobile Association39,512$3.07M0.1%+14.1%0.002%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.114,761$8.98M0.4%+43.9%0.006%
5/16/2025 Arete Wealth Advisors LLC6,929$542K0.0%+24.0%0.000%
5/16/2025 Great Lakes Advisors LLC106,589$8.38M0.1%-1.1%0.006%
5/16/2025 Bell Investment Advisors Inc1,881$147K0.0%-15.1%0.000%
5/16/2025 Signature Estate & Investment Advisors LLC6,835$535K0.0%+3.5%0.000%
5/16/2025 Voleon Capital Management LP 6,903$540K0.0%N/A0.000%
5/16/2025 First Dallas Securities Inc.18,417$1.44M0.6%-2.1%0.001%
5/16/2025 Ashton Thomas Private Wealth LLC31,005$2.43M0.1%+10.6%0.002%
5/16/2025 Cape Investment Advisory Inc.24,878$1.95M0.8%-3.0%0.001%
5/16/2025 Jones Financial Companies Lllp29,263$2.29M0.0%+48.0%0.002%
5/16/2025 Coordinated Financial Services Inc. CO3,497$274K0.2%N/A0.000%
5/16/2025 Teewinot Capital Advisers L.L.C.44,934$3.52M0.4%-92.9%0.002%
5/16/2025 USS Investment Management Ltd242,843$19.02M0.1%-18.6%0.013%
5/16/2025 UniSuper Management Pty Ltd112,318$8.79M0.1%+17.7%0.006%
5/16/2025 Sepio Capital LP37,547$2.94M0.2%-16.4%0.002%
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5/16/2025 Rise Advisors LLC1,021$80K0.0%+25.7%0.000%
5/16/2025 Route One Investment Company L.P.3,373,943$264.11M11.0%+3.1%0.186%
5/16/2025 Ruane Cunniff & Goldfarb L.P.6,761,375$529.28M9.6%-2.1%0.373%
5/16/2025 Parkwood LLC309,857$24.26M2.2%N/A0.017%
5/16/2025 Permanens Capital L.P.54,528$4.27M0.8%+16.1%0.003%
5/16/2025 Petrus Trust Company LTA2,850$223K0.0%-53.3%0.000%
5/16/2025 PharVision Advisers LLC4,621$362K0.5%-6.6%0.000%
5/16/2025 Plancorp LLC3,150$247K0.0%+8.9%0.000%
5/16/2025 PointState Capital LP3,060,536$239.58M3.5%-4.5%0.169%
5/16/2025 NFJ Investment Group LLC270,429$21.17M0.7%N/A0.015%
5/16/2025 Nissay Asset Management Corp Japan ADV206,855$16.19M0.1%+8.8%0.011%
5/16/2025 NewEdge Advisors LLC100,337$7.85M0.0%+2.6%0.006%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.245,363$19.21M0.0%+19.0%0.014%
5/16/2025 Integrated Wealth Concepts LLC12,398$971K0.0%+7.7%0.001%
5/16/2025 Interval Partners LP174,875$13.69M0.3%+152.6%0.010%
5/16/2025 Eschler Asset Management LLP10,345$810K2.0%-3.5%0.001%
5/16/2025 Cinctive Capital Management LP75,400$5.90M0.5%N/A0.004%
5/16/2025 Concentric Capital Strategies LP84,065$6.58M0.6%N/A0.005%
5/16/2025 Copperleaf Capital LLC24,449$1.91M1.1%+6.7%0.001%
5/16/2025 Cove Street Capital LLC15,668$1.23M1.9%-47.5%0.001%
5/16/2025 Curi RMB Capital LLC177,527$13.90M0.3%-11.8%0.010%
5/16/2025 Bain Capital Public Equity Management II LLC1,016,931$79.61M6.3%N/A0.056%
5/16/2025 Bain Capital Public Equity LP61,521$4.82M5.3%N/A0.003%
5/16/2025 Alliancebernstein L.P.17,115,759$1.34B0.5%+16.0%0.944%
5/16/2025 AQR Capital Management LLC2,358,310$182.65M0.2%+694.1%0.130%
5/16/2025 Advisors Asset Management Inc.17,109$1.34M0.0%-3.0%0.001%
5/16/2025 Ariel Investments LLC558,167$43.69M0.5%-3.9%0.031%
5/16/2025 Atalanta Sosnoff Capital LLC806,385$63.12M1.5%+2.3%0.044%
5/16/2025 AlTi Global Inc.53,312$4.17M0.1%+1.3%0.003%
5/16/2025 Alyeska Investment Group L.P.1,842,082$144.20M0.6%N/A0.102%
5/16/2025 American Trust Investment Advisors LLC69,372$5.43M2.3%+3.5%0.004%
5/16/2025 Amundi6,030,362$451.50M0.2%+29.6%0.333%
5/16/2025 Ancora Advisors LLC27,874$2.18M0.0%-8.1%0.002%
5/16/2025 Aprio Wealth Management LLC2,924$229K0.0%N/A0.000%
5/16/2025 Adage Capital Partners GP L.L.C.2,184,039$170.97M0.3%+56.3%0.120%
5/15/2025 Generation Investment Management LLP14,327,559$1.12B6.8%+6.2%0.790%
5/15/2025 Paragon Private Wealth Management LLC5,029$394K0.2%+48.7%0.000%
5/15/2025 Federation des caisses Desjardins du Quebec633,880$49.65M0.2%+83.1%0.035%
5/15/2025 EP Wealth Advisors LLC38,324$3M0.0%-0.6%0.002%
5/15/2025 First Manhattan CO. LLC.461,397$36.12M0.1%-0.1%0.025%
5/15/2025 GW Henssler & Associates Ltd.273,285$21.39M1.2%-3.5%0.015%
5/15/2025 Cigna Investments Inc. New16,774$1.31M0.2%+8.4%0.001%
5/15/2025 1248 Management LLC70,297$5.50M3.0%-25.0%0.004%
5/15/2025 Maverick Capital Ltd.1,425,125$111.56M2.0%N/A0.079%
5/15/2025 Focus Partners Advisor Solutions LLC9,774$765K0.0%+106.4%0.001%
5/15/2025 First Financial Bankshares Inc2,606$204K0.0%N/A0.000%
5/15/2025 FJ Capital Management LLC61,043$4.78M0.5%N/A0.003%
5/15/2025 Flputnam Investment Management Co.332,774$26.05M0.5%+1.6%0.018%
5/15/2025 Point72 Europe London LLP220,600$17.27M1.2%+140.6%0.012%
5/15/2025 Beck Mack & Oliver LLC2,171,570$169.99M3.4%+2.3%0.120%
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5/15/2025 Graham Capital Management L.P.18,711$1.47M0.0%-83.3%0.001%
5/15/2025 Retirement Planning Co of New England Inc.4,076$319K0.1%+5.5%0.000%
5/15/2025 Quarry LP1,470$115K0.0%-40.6%0.000%
5/15/2025 Calton & Associates Inc.3,197$250K0.1%N/A0.000%
5/15/2025 Saudi Central Bank678$53K0.3%N/A0.000%
5/15/2025 DRW Securities LLC35,262$2.76M0.1%+173.4%0.002%
5/15/2025 Twin Tree Management LP32,063$2.51M0.0%-103.1%0.002%
5/15/2025 Sculptor Capital LP152,783$11.96M0.2%N/A0.008%
5/15/2025 Junto Capital Management LP1,132,385$88.64M1.9%N/A0.062%
5/15/2025 Titleist Asset Management LLC9,007$705K0.1%-8.9%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, 2,249 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 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 1,967 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 ($964.95M), 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 1,366,249,001 shares in the last 24 months. This purchase volume represents approximately $82.54B in transactions.

Which Charles Schwab major shareholders have been selling company stock?

Of the 1,376 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: Toronto Dominion Bank ($40.69M), Wellington Management Group LLP ($15.04M), Price T Rowe Associates Inc. MD ($14.72M), BlackRock Inc. ($12.33M), Massachusetts Financial Services Co. MA ($11.94M), Kovitz Investment Group Partners LLC ($8.96M), and Parnassus Investments LLC ($8.53M).

How much institutional selling is happening at Charles Schwab?

Institutional investors have sold a total of 262,619,883 shares in the last 24 months. This volume of shares sold represents approximately $17.50B in transactions.


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This page (NYSE:SCHW) was last updated on 5/20/2025 by MarketBeat.com Staff
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