Charles Schwab (SCHW) Institutional Ownership

$74.86
-0.33 (-0.44%)
(As of 04/25/2024 ET)

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

Current
Institutional Ownership
Percentage
84.38%
Number of
Institutional Buyers
(last 12 months)
1421
Total
Institutional Inflows
(last 12 months)
$67.01B
Number of
Institutional Sellers
(last 12 months)
855
Total
Institutional Outflows
(last 12 months)
$10.99B
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SCHW Institutional Buying and Selling by Quarter

Charles Schwab Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Olistico Wealth LLC4,207$304K0.2%N/A0.000%
4/25/2024Telos Capital Management Inc.18,240$1.32M0.1%-5.0%0.001%
4/25/2024Argus Investors Counsel Inc.26,935$1.95M1.2%+0.8%0.002%
4/25/2024Cascade Investment Advisors Inc.31,710$2.29M1.5%+1.0%0.002%
4/25/2024 Summit Financial LLC22,984$1.66M0.1%-1.0%0.001%
4/25/2024 IAG Wealth Partners LLC843$61K0.0%+127.8%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.223,985$16.20M0.1%+1.5%0.013%
4/24/2024 Leavell Investment Management Inc.6,400$463K0.0%-3.0%0.000%
4/24/2024 Krilogy Financial LLC18,191$1.32M0.1%+3.8%0.001%
4/24/2024 Keene & Associates Inc.8,630$624K0.5%+3.5%0.000%
4/24/2024 CENTRAL TRUST Co27,464$1.99M0.0%-18.5%0.002%
4/24/2024 Premier Path Wealth Partners LLC8,176$591K0.1%+3.0%0.000%
4/24/2024 Conscious Wealth Investments LLC43,653$3.19M2.4%+5.9%0.002%
4/24/2024 Demars Financial Group LLC9,453$684K0.3%+15.1%0.001%
4/24/2024 Zullo Investment Group Inc.19,229$1.39M0.7%+1.3%0.001%
4/24/2024 Dakota Wealth Management43,404$3.14M0.1%+111.4%0.002%
4/24/2024 SOL Capital Management CO54,821$3.97M0.5%-0.3%0.003%
4/24/2024 Simplicity Wealth LLC26,067$1.89M0.0%N/A0.001%
4/24/2024 NBT Bank N A NY8,926$646K0.0%+3.1%0.001%
4/24/2024 Childress Capital Advisors LLC3,591$260K0.1%-34.2%0.000%
4/24/2024 Avitas Wealth Management LLC23,641$1.71M0.3%-36.1%0.001%
4/24/2024 Spire Wealth Management18,994$1.37M0.1%-3.1%0.001%
4/24/2024 Buttonwood Financial Advisors Inc.43,787$3.17M1.5%+20.2%0.002%
4/24/2024 Gemmer Asset Management LLC13,501$977K0.1%+6.6%0.001%
4/24/2024 Essex Financial Services Inc.9,716$703K0.1%+4.5%0.001%
4/24/2024 H&H Retirement Design & Management INC12,094$898K0.6%N/A0.001%
4/24/2024 Assenagon Asset Management S.A.705,379$51.03M0.1%-41.4%0.040%
4/23/2024Busey Bank208,252$15.07M0.5%+1.3%0.012%
4/23/2024 BSW Wealth Partners4,509$326K0.1%-4.3%0.000%
4/23/2024 Sky Investment Group LLC4,585$332K0.1%+37.1%0.000%
4/23/2024 Milestone Asset Management LLC4,609$333K0.1%N/A0.000%
4/23/2024 Global Retirement Partners LLC22,116$1.60M0.1%+7.3%0.001%
4/23/2024 Sweet Financial Partners LLC4,430$320K0.1%+3.5%0.000%
4/23/2024 LaFleur & Godfrey LLC101,105$7.31M1.1%-10.2%0.006%
4/23/2024 Louisiana State Employees Retirement System86,600$6.27M0.1%-3.8%0.005%
4/23/2024 Sage Mountain Advisors LLC5,200$376K0.0%+7.6%0.000%
4/23/2024 Hamel Associates Inc.13,395$969K0.3%+4.7%0.001%
4/23/2024 United Asset Strategies Inc.178,702$12.93M1.3%-5.1%0.010%
4/23/2024 WASHINGTON TRUST Co1,149$83K0.0%+115.2%0.000%
4/23/2024 AllGen Financial Advisors Inc.28,179$2.04M0.8%-6.8%0.002%
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4/23/2024 Venturi Wealth Management LLC7,170$519K0.0%-34.2%0.000%
4/23/2024 Canvas Wealth Advisors LLC26,080$1.89M0.6%-14.1%0.001%
4/23/2024 Live Oak Private Wealth LLC216,715$15.68M2.7%+5.1%0.012%
4/23/2024 Community Financial Services Group LLC75,479$5.46M1.2%N/A0.004%
4/23/2024 Spectrum Asset Management Inc. NB CA 76,139$5.51M2.4%+8.8%0.004%
4/23/2024 Amalgamated Bank307,755$22.26M0.2%-14.2%0.017%
4/23/2024 Gradient Investments LLC225,207$16.29M0.4%-55.7%0.013%
4/23/2024 New Mexico Educational Retirement Board74,987$5.43M0.2%-3.0%0.004%
4/23/2024 Bluesphere Advisors LLC2,900$210K0.1%N/A0.000%
4/23/2024 Fifth Third Bancorp215,386$15.58M0.1%+35.1%0.012%
4/23/2024 Wesbanco Bank Inc.4,252$308K0.0%+13.8%0.000%
4/23/2024 Summit Trail Advisors LLC37,012$2.68M0.1%+17.8%0.002%
4/23/2024 Stablepoint Partners LLC10,899$788K0.2%-6.9%0.001%
4/23/2024 Principle Wealth Partners LLC50,942$3.69M0.3%-0.4%0.003%
4/23/2024 Cigna Investments Inc. New15,698$1.14M0.2%-1.2%0.001%
4/23/2024 Hunter Perkins Capital Management LLC80,740$5.84M1.2%-19.2%0.005%
4/23/2024 Strategic Blueprint LLC11,708$847K0.1%+15.1%0.001%
4/23/2024 Bank of Stockton8,163$591K0.2%+4.8%0.000%
4/23/2024 Accurate Wealth Management LLC3,089$227K0.1%-28.9%0.000%
4/23/2024 Hanson & Doremus Investment Management127,441$9.22M1.5%+3.6%0.007%
4/23/2024 Herbst Group LLC36,100$2.61M1.6%-22.8%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.858,708$62.12M0.1%-1.8%0.048%
4/23/2024 Mount Vernon Associates Inc. MD29,900$2.16M1.8%+0.8%0.002%
4/23/2024 Sutton Place Investors LLC7,919$573K0.3%+4.7%0.000%
4/23/2024 Prospect Financial Services LLC2,820$204K0.2%N/A0.000%
4/22/2024 Nicholas Hoffman & Company LLC.20,511$1.48M0.1%-1.0%0.001%
4/22/2024 Confluence Wealth Services Inc.2,954$214K0.0%-9.6%0.000%
4/22/2024 Rovin Capital UT ADV10,093$730K0.3%-6.0%0.001%
4/22/2024 Chaney Capital Management Inc.20,923$1.51M1.2%+7.7%0.001%
4/22/2024 Intrinsic Value Partners LLC56,226$4.07M4.3%-0.9%0.003%
4/22/2024 Harbour Trust & Investment Management Co3,727$270K0.0%-21.2%0.000%
4/22/2024 Harfst & Associates Inc.45,542$3.30M1.6%-1.1%0.003%
4/22/2024 Greystone Financial Group LLC6,875$497K0.1%+17.3%0.000%
4/22/2024 HF Advisory Group LLC37,290$2.70M1.5%+21.0%0.002%
4/22/2024 PFG Investments LLC21,425$1.55M0.1%+280.3%0.001%
4/22/2024 Altfest L J & Co. Inc.14,918$1.08M0.2%-46.3%0.001%
4/22/2024 Parsons Capital Management Inc. RI16,995$1.23M0.1%N/A0.001%
4/22/2024 Drive Wealth Management LLC9,290$672K0.2%-12.1%0.001%
4/22/2024 Raymond James & Associates1,707,756$123.54M0.1%+10.2%0.096%
4/22/2024 Signature Wealth Management Group23,836$1.75M0.8%+10.4%0.001%
4/22/2024 Westbourne Investment Advisors Inc.120,465$8.71M3.2%+0.7%0.007%
4/22/2024 IFM Investors Pty Ltd295,575$21.38M0.2%-0.4%0.017%
4/22/2024 Eagle Bluffs Wealth Management LLC38,252$2.77M1.7%N/A0.002%
4/20/2024 Maryland State Retirement & Pension System116,372$8.43M0.2%+0.9%0.007%
4/20/2024 Mezzasalma Advisors LLC74,974$5.42M2.6%+10.1%0.004%
4/19/2024 Everett Harris & Co. CA213,520$15.45M0.2%-0.7%0.012%
4/19/2024 Veracity Capital LLC9,452$684K0.3%+58.4%0.001%
4/19/2024 Marshall Financial Group LLC3,772$273K0.1%+15.3%0.000%
4/19/2024 Tran Capital Management L.P.433,211$31.34M3.5%+128.6%0.024%
4/19/2024 AMI Asset Management Corp1,109,909$80.29M4.1%+7.5%0.062%
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4/19/2024 ZRC Wealth Management LLC6,645$481K0.2%-15.1%0.000%
4/19/2024 Tempus Wealth Planning LLC4,703$340K0.1%+35.5%0.000%
4/19/2024 First Trust Direct Indexing L.P.33,794$2.45M0.2%+12.0%0.002%
4/19/2024 Massachusetts Wealth Management5,825$421K0.3%+5.0%0.000%
4/19/2024 Norden Group LLC17,358$1.26M0.0%N/A0.001%
4/19/2024 Valley National Advisers Inc.72,354$5.23M0.8%+1.7%0.004%
4/19/2024 Redmont Wealth Advisors LLC10,595$766K1.1%+5.5%0.001%
4/19/2024 State of Alaska Department of Revenue161,482$11.68M0.1%+0.5%0.009%
4/19/2024 Dudley & Shanley Inc.188,695$13.65M2.3%N/A0.011%
4/19/2024 Valeo Financial Advisors LLC38,867$2.81M0.0%-20.7%0.002%
(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, 2,079 institutional investors and hedge funds held shares of Charles Schwab. The most heavily invested institutionals were Toronto Dominion Bank ($12.41B), Vanguard Group Inc. ($8.25B), BlackRock Inc. ($5.42B), Price T Rowe Associates Inc. MD ($4.77B), Dodge & Cox ($4.11B), State Street Corp ($3.42B), and Massachusetts Financial Services Co. MA ($2.13B).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 1,885 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 ($965.03M), Toronto Dominion Bank ($225.30M), Capital Research Global Investors ($22.95M), Price T Rowe Associates Inc. MD ($19.37M), Fisher Asset Management LLC ($18.60M), Norges Bank ($13.81M), and Royal Bank of Canada ($11.72M).

How much institutional buying is happening at Charles Schwab?

Institutional investors have bought a total of 1,572,997,274 shares in the last 24 months. This purchase volume represents approximately $98.85B in transactions.

Which Charles Schwab major shareholders have been selling company stock?

Of the 1,202 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 ($60.90M), Price T Rowe Associates Inc. MD ($29.43M), Primecap Management Co. CA ($23.08M), Parnassus Investments LLC ($15.81M), BlackRock Inc. ($12.33M), FMR LLC ($11.29M), and Boston Partners ($9.99M).

How much institutional selling is happening at Charles Schwab?

Institutional investors have sold a total of 341,617,706 shares in the last 24 months. This volume of shares sold represents approximately $21.88B in transactions.


This page (NYSE:SCHW) was last updated on 4/25/2024 by MarketBeat.com Staff

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