S&P 500   4,471.37
DOW   35,294.76
QQQ   368.94
S&P 500   4,471.37
DOW   35,294.76
QQQ   368.94
S&P 500   4,471.37
DOW   35,294.76
QQQ   368.94
S&P 500   4,471.37
DOW   35,294.76
QQQ   368.94

The Charles Schwab Institutional Ownership

+2.79 (+3.57 %)
(As of 10/15/2021 04:00 PM ET)
Today's Range
50-Day Range
52-Week Range
Volume9.00 million shs
Average Volume7.17 million shs
Market Capitalization$146.19 billion
P/E Ratio34.14
Dividend Yield0.92%

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

Institutional Ownership Percentage: 71.66%
Skip Chart & View Institutional Buying and Selling Data

Institutional Buying and Selling by Quarter

The Charles Schwab (NYSE SCHW) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2021AdvisorNet Financial Inc602$44K0.0%-18.9%0.000%
10/15/2021Intersect Capital LLC2,807$0.20M0.0%N/A0.000%
10/15/2021Bogart Wealth LLC622$45K0.0%+214.1%0.000%
10/15/2021Transform Wealth LLC99,946$7.28M0.8%+2.7%0.006%
10/15/2021Pacer Advisors Inc.81,757$5.96M0.1%-3.4%0.005%
10/15/2021Fifth Third Bancorp106,519$7.76M0.0%+13.4%0.006%
10/15/2021LCM Capital Management Inc3,472$0.25M0.2%-3.8%0.000%
10/15/2021Sheets Smith Wealth Management6,483$0.47M0.1%-4.9%0.000%
10/15/2021Lathrop Investment Management Corp211,126$15.38M3.3%-2.7%0.012%
10/15/2021Canvas Wealth Advisors LLC10,095$0.74M0.3%-4.1%0.001%
10/15/2021NEXT Financial Group Inc20,308$1.48M0.1%-8.2%0.001%
10/15/2021DNB Asset Management AS355,742$25.91M0.2%+1.8%0.020%
10/15/2021Sumitomo Mitsui DS Asset Management Company Ltd91,041$6.63M0.2%-0.8%0.005%
10/15/2021Cutler Investment Counsel LLC213,907$15.58M2.5%+0.5%0.012%
10/14/2021Stony Point Wealth Management Inc.8,691$0.63M0.4%N/A0.000%
10/14/2021Private Advisor Group LLC67,968$4.95M0.0%+44.1%0.004%
10/14/2021Latitude Advisors LLC8,487$0.62M0.2%+106.3%0.000%
10/14/2021Courier Capital LLC33,884$2.47M0.2%+3.0%0.002%
10/14/2021Financial Enhancement Group LLC3,107$0.23M0.0%+4.6%0.000%
10/14/2021TIAA FSB29,202$2.13M0.0%+5.2%0.002%
10/14/2021Becker Capital Management Inc.759,127$55.30M2.3%-0.7%0.042%
10/14/2021Appleton Partners Inc. MA33,137$2.41M0.2%-3.6%0.002%
10/14/2021Unigestion Holding SA22,172$1.67M0.1%+9.9%0.001%
10/14/2021Archford Capital Strategies LLC8,300$0.61M0.1%+12.1%0.000%
10/14/2021Norway Savings Bank5,830$0.43M0.2%-7.2%0.000%
10/13/2021Kiley Juergens Wealth Management LLC10,717$0.78M0.3%-4.4%0.001%
10/13/2021Crossmark Global Holdings Inc.17,218$0.22M0.0%-96.4%0.001%
10/13/2021Jacobs & Co. CA158,881$11.57M1.3%+0.7%0.009%
10/13/2021Veracity Capital LLC5,291$0.39M0.2%+66.7%0.000%
10/13/2021Perkins Coie Trust Co68,169$4.97M1.6%-3.3%0.004%
10/13/2021West Financial Advisors LLC12,600$0.92M0.3%N/A0.001%
10/13/2021MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH6,786$0.49M0.1%-85.4%0.000%
10/13/2021Gofen & Glossberg LLC IL234,038$17.05M0.4%-0.7%0.013%
10/13/2021Harbour Capital Advisors LLC36,058$2.63M0.7%+1.7%0.002%
10/13/2021Beacon Financial Group21,873$1.65M0.2%+3.8%0.001%
10/13/2021Thompson Investment Management Inc.41,337$3.01M0.4%-8.5%0.002%
10/13/2021Cypress Wealth Services LLC4,250$0.31M0.1%-5.4%0.000%
10/13/2021Evanson Asset Management LLC4,094$0.30M0.0%+23.4%0.000%
10/13/2021Parkside Advisors LLC3,830$0.28M0.1%-4.5%0.000%
10/12/2021Koshinski Asset Management Inc.2,769$0.20M0.0%N/A0.000%
10/12/2021Rosenberg Matthew Hamilton4,899$0.36M0.1%+3.7%0.000%
10/12/2021Focused Wealth Management Inc1,900$0.14M0.0%N/A0.000%
10/12/2021Violich Capital Management Inc.10,915$0.80M0.1%+13.8%0.001%
10/12/2021Acropolis Investment Management LLC2,637$0.19M0.0%+12.4%0.000%
10/12/2021Hoertkorn Richard Charles112,515$8.20M3.7%N/A0.006%
10/12/2021Roberts Wealth Advisors LLC56,865$4.14M1.6%N/A0.003%
10/12/2021Kohmann Bosshard Financial Services LLC50,400$3.67M0.8%+42.4%0.003%
10/12/2021IFG Advisory LLC17,029$1.24M0.1%-0.9%0.001%
10/12/2021Webster Bank N. A.46,540$3.39M0.4%-0.6%0.003%
10/12/2021Pensionfund DSM Netherlands26,500$1.93M0.2%N/A0.001%
10/12/2021First Midwest Bank Trust Division10,684$0.78M0.1%+6.6%0.001%
10/12/2021First PREMIER Bank1,525$0.11M0.0%+48.8%0.000%
10/12/2021American National Bank380$28K0.0%N/A0.000%
10/12/2021Greenhaven Associates Inc.41,987$3.06M0.1%-70.9%0.002%
10/8/2021Timber Creek Capital Management LLC87,519$6.37M2.0%-17.8%0.005%
10/8/2021Cullinan Associates Inc.73,098$5.32M0.3%+6.1%0.004%
10/8/2021Addenda Capital Inc.129,668$9.45M0.4%+1.7%0.007%
10/8/2021Veriti Management LLC21,382$1.56M0.2%+9.4%0.001%
10/8/2021Hall Capital Management Co. Inc.7,138$0.52M0.3%+25.5%0.000%
10/7/2021West Oak Capital LLC36,845$2.68M1.0%-1.6%0.002%
10/7/2021Moody National Bank Trust Division201,202$14.66M0.2%-0.3%0.011%
10/7/2021Berman Capital Advisors LLC5,545$0.40M0.1%+55.4%0.000%
10/7/2021Investment Research & Advisory Group Inc.48,329$3.54M2.3%+0.9%0.003%
10/7/2021IMS Capital Management11,730$0.85M0.5%+1.7%0.001%
10/7/2021State of Alaska Department of Revenue230,317$16.78M0.2%-1.0%0.013%
10/6/2021First Dallas Securities Inc.8,300$0.61M0.4%-37.1%0.000%
10/6/2021Hodges Capital Management Inc.27,217$1.98M0.1%-77.2%0.002%
10/6/2021Leith Wheeler Investment Counsel Ltd.3,450$0.25M0.0%-8.1%0.000%
10/6/2021IFP Advisors Inc9,947$0.73M0.0%+30.1%0.001%
10/5/2021IBM Retirement Fund42,559$3.10M0.2%-3.9%0.002%
10/5/2021Chesley Taft & Associates LLC27,862$2.03M0.1%-1.8%0.002%
10/5/2021Bremer Bank National Association4,109$0.30M0.1%-7.6%0.000%
10/5/2021Salvus Wealth Management LLC36,300$2.64M2.2%+1.5%0.002%
10/4/2021Red Spruce Capital LLC32,657$2.38M1.4%+1.1%0.002%
10/4/2021Thomasville National Bank25,678$1.87M0.2%-45.7%0.001%
10/4/2021Confluence Investment Management LLC336,587$24.52M0.3%-17.1%0.019%
10/1/2021First Financial Bank Trust Division96,855$7.06M0.8%+2.1%0.005%
9/24/2021Thrivent Financial for Lutherans3,316,363$241.47M0.5%+16.9%0.184%
9/10/2021Sunflower Bank N.A.3,742$0.27M0.0%N/A0.000%
9/3/2021Parametric Portfolio Associates LLC4,819,657$350.92M0.2%+8.6%0.267%
9/1/2021GoalVest Advisory LLC3,840$0.28M0.2%+7.6%0.000%
9/1/2021Sawtooth Solutions LLC5,791$0.42M0.1%+23.9%0.000%
8/31/2021Leelyn Smith LLC4,490$0.33M0.1%-52.9%0.000%
8/30/2021B. Metzler seel. Sohn & Co. Holding AG154,697$11.26M0.2%+37.9%0.009%
8/26/2021Comerica Bank256,752$18.25M0.1%-1.5%0.014%
8/24/2021Mariner LLC551,188$40.13M0.2%+413.5%0.031%
8/24/2021Veracity Capital LLC3,174$0.23M0.1%N/A0.000%
8/21/2021Lake Street Advisors Group LLC8,163$0.62M0.0%+3.0%0.000%
8/20/2021Stonebridge Capital Advisors LLC49,327$3.59M0.4%-1.9%0.003%
8/19/2021Thrivent Financial for Lutherans3,309,170$240.94M0.6%+16.6%0.183%
8/19/2021M.D. Sass Investors Services Inc.323,464$23.55M3.9%-10.1%0.018%
8/19/2021Advisor Resource Council4,702$0.34M0.0%N/A0.000%
8/18/2021Colony Group LLC16,970$1.24M0.0%-1.8%0.001%
8/18/2021Clarkston Capital Partners LLC841,689$61.28M1.1%+0.1%0.047%
8/17/2021Voya Financial Advisors Inc.8,632$0.63M0.1%-67.7%0.000%
8/17/2021Waddell & Associates LLC7,136$0.52M0.1%N/A0.000%
8/17/2021Weld Capital Management LLC7,345$0.54M0.5%N/A0.000%
8/17/2021Wells Fargo & Company MN3,388,017$246.68M0.1%-14.6%0.187%
8/17/2021Wilkinson Global Asset Management LLC415,900$30.28M1.8%-0.5%0.023%
8/17/2021Itau Unibanco Holding S.A.3,200$0.23M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

The Charles Schwab (NYSE:SCHW) Institutional Ownership Frequently Asked Questions

Who are the institutional owners of The Charles Schwab?

During the previous two years, 1,450 institutional investors and hedge funds held shares of The Charles Schwab. The most heavily invested institutionals were Border to Coast Pensions Partnership Ltd ($24.08B), Vanguard Group Inc. ($8.38B), BlackRock Inc. ($8.19B), Price T Rowe Associates Inc. MD ($6.04B), Dodge & Cox ($5.47B), State Street Corp ($4.77B), and Massachusetts Financial Services Co. MA ($2.47B).Learn more on SCHW's institutional investors

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

71.66% of The Charles Schwab stock is owned by institutional investors. Learn more on SCHW's institutional investor holdings

Which institutional investors have been buying The Charles Schwab stock?

Of the 1,264 institutional investors that purchased The Charles Schwab stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Price T Rowe Associates Inc. MD ($43.34M), BlackRock Inc. ($25.67M), Norges Bank ($25.08M), Wellington Management Group LLP ($23.82M), Massachusetts Financial Services Co. MA ($16.40M), JPMorgan Chase & Co. ($16.10M), and Nuveen Asset Management LLC ($10.64M).

How much institutional buying is happening at The Charles Schwab?

Institutional investors have bought a total of 434,293,611 shares in the last 24 months. This purchase volume represents approximately $45.52B in transactions.

Which The Charles Schwab institutionals have been selling company stock?

Of the 897 institutional investors that sold The Charles Schwab stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dodge & Cox ($12.71M), Generation Investment Management LLP ($10.32M), State Street Corp ($10.27M), Route One Investment Company L.P. ($7.86M), CIBC Private Wealth Group LLC ($5.88M), Lazard Asset Management LLC ($5.36M), and Clearbridge Investments LLC ($4.66M).

How much institutional selling is happening at The Charles Schwab?

Institutional investors have sold a total of 229,033,812 shares in the last 24 months. This volume of shares sold represents approximately $52.65B in transactions.

This page was last updated on 10/16/2021 by MarketBeat.com Staff


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