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Charles Schwab (SCHW) Institutional Ownership

Charles Schwab logo
$97.06 -1.31 (-1.33%)
As of 02:11 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
1353
Total
Institutional Inflows
(last 12 months)
$11.19B
Number of
Institutional Sellers
(last 12 months)
1006
Total
Institutional Outflows
(last 12 months)
$11.04B
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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
10/2/2026Versant Capital Management Inc5,710$558K0.0%+12.9%0.000%
10/1/2026Noble Wealth Management PBC4,017$393K0.2%-9.5%0.000%
10/1/2026Coastline Trust Co24,620$2.41M0.2%-6.8%0.001%
9/21/2026Silicon Valley Capital Partners156,949$14.48M1.3%+24.6%0.009%
9/18/2026Security National Bank of SO Dak1,105$102K0.0%N/A0.000%
9/15/2026Anchor Investment Management LLC42,549$3.93M0.3%+10.1%0.002%
9/9/2026SVB Wealth LLC16,797$1.55M0.1%-6.5%0.001%
9/9/2026Community Bank N.A.1,250$115K0.0%+36.2%0.000%
9/9/2026Pointe Capital Management LLC5,461$504K0.2%+3.7%0.000%
9/9/2026Sterling Investment Advisors Ltd.29,271$2.70M0.4%-6.8%0.002%
9/8/2026Ramsay Stattman Vela & Price Inc.13,855$1.28M0.2%+11.9%0.001%
8/23/2026Washington Trust Advisors Inc.447$41K0.0%+118.0%0.000%
8/23/2026Operose Advisors LLC4,964$458K0.1%-2.4%0.000%
8/23/2026Nilsine Partners LLC8,319$768K0.1%-8.5%0.000%
8/23/2026Saudi Central Bank115,584$10.67M0.1%+85.5%0.007%
8/22/2026Compass Financial Management LLC293$27K0.0%N/A0.000%
8/22/2026Munich Reinsurance Co Stock Corp in Munich159,656$14.73M0.3%+9.8%0.009%
8/22/2026Raiffeisen Bank International AG63,127$5.72M0.1%+99.2%0.004%
8/22/2026Syon Capital LLC9,146$844K0.0%-23.2%0.001%
8/22/2026Allen Mooney & Barnes Investment Advisors LLC145,478$13.42M2.0%-3.5%0.008%
8/21/2026Athena Investment Management4,250$392K0.2%-44.9%0.000%
8/21/2026Continuum Advisory LLC4,966$458K0.0%N/A0.000%
8/21/2026Birch Capital Management LLC74,765$6.90M3.4%+5.8%0.004%
8/21/2026Independence Bank of Kentucky9,123$842K0.1%-4.6%0.001%
8/21/2026Legacy Financial Advisors Inc.13,756$1.27M0.2%-0.7%0.001%
8/20/2026Oarsman Capital Inc.3,179$293K0.0%-3.7%0.000%
8/20/2026Quantitative Investment Management LLC14,257$1.32M0.1%N/A0.001%
8/20/2026Provident Trust Co.3,716,441$342.92M7.2%+0.4%0.215%
8/19/2026New Mexico Educational Retirement Board83,087$7.67M0.2%+5.6%0.005%
8/19/2026Mufg Securities Americas Inc.49,238$4.54M0.2%+6.5%0.003%
8/19/2026Navellier & Associates Inc.9,555$882K0.1%+47.0%0.001%
8/18/2026Glenview Trust Co118,279$10.91M0.1%N/A0.007%
8/18/2026North Star Asset Management Inc.478,540$44.16M1.7%N/A0.028%
8/17/2026Blue Edge Capital LLC2,198$203K0.0%N/A0.000%
8/17/2026Birmingham Capital Management Co. Inc. AL11,150$1.03M0.4%N/A0.001%
8/15/2026Pointe Capital Management LLC5,461$504K0.2%N/A0.000%
8/15/2026First Bancorp Inc ME1,125$104K0.0%N/A0.000%
8/14/2026Kelly Lawrence W & Associates Inc. CA14,767$1.36M0.3%N/A0.001%
8/14/2026Partners Capital Investment Group LLP32,995$3.04M0.1%N/A0.002%
8/13/2026Ally Financial Inc.35,000$3.23M0.4%N/A0.002%
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8/13/2026Blue Whale Capital LLP342,398$31.59M1.0%N/A0.020%
8/13/2026Elefante Mark B42,214$3.90M1.7%N/A0.002%
8/13/2026S&G Foundation10,837$1M0.0%N/A0.001%
8/12/2026Kirtland Hills Capital Management LLC9,923$916K0.3%N/A0.001%
8/12/2026Compass Financial Management LLC293$27K0.0%N/A0.000%
8/12/2026Heartland Bank & Trust Co7,723$713K0.1%N/A0.000%
8/11/2026Notis McConarty Edward36,470$3.37M1.5%N/A0.002%
8/11/2026Somerville Kurt F56,560$5.22M1.2%N/A0.003%
8/11/2026Puzo Michael J55,627$5.13M1.3%N/A0.003%
8/11/2026Madison Asset Management LLC847,868$78.23M0.9%N/A0.049%
8/10/2026Flossbach Von Storch SE10,706,944$987.93M4.5%N/A0.616%
8/10/2026Great Lakes Advisors LLC78,029$7.20M0.1%N/A0.004%
8/10/2026Danske Bank A S1,581,766$145.95M0.3%N/A0.091%
8/7/2026Trust Co. of Vermont25,718$2.37M0.1%N/A0.001%
8/7/2026Plato Investment Management Ltd65,701$6.03M0.3%N/A0.004%
8/6/2026J.Safra Asset Management Corp425$39K0.0%N/A0.000%
8/6/2026Orca Investment Management LLC4,569$422K0.3%N/A0.000%
8/3/2026Next Capital Management LLC16,323$1.51M0.4%N/A0.001%
7/14/2026Trust Asset Management LLC18,377$1.70M0.1%+9.5%0.001%
7/10/2026Regent Peak Wealth Advisors LLC2,657$245K0.0%-4.5%0.000%
7/10/2026Wedge Capital Management L L P NC2,830$261K0.0%-13.5%0.000%
7/10/2026Whitener Capital Management Inc.24,877$2.30M0.5%+17.0%0.001%
7/10/2026JFS Wealth Advisors LLC23,357$2.16M0.1%-2.6%0.001%
7/10/2026Tema ETFs LLC31,695$2.92M0.1%+10.6%0.002%
7/10/2026Canvas Wealth Advisors LLC5,773$533K0.1%-8.5%0.000%
7/10/2026Fiduciary Financial Group LLC37,152$3.43M0.4%-5.3%0.002%
7/10/2026Lederer & Associates Investment Counsel CA17,601$1.62M1.1%N/A0.001%
7/10/2026Diversified Management Inc.9,537$880K0.2%-83.3%0.001%
7/10/2026Peoples Bank KS4,331$400K0.4%+2.7%0.000%
7/10/2026E. Ohman J or Asset Management AB41,700$3.85M0.1%+5.0%0.002%
7/10/2026Handelsbanken Fonder AB652,139$60.17M0.2%+0.5%0.037%
7/10/2026City Holding Co.22,846$2.11M0.2%-0.4%0.001%
7/10/2026Orrstown Financial Services Inc.4,875$450K0.1%+14.1%0.000%
7/10/2026Salvus Wealth Management LLC67,597$6.24M3.5%-5.7%0.004%
7/10/2026KMG Fiduciary Partners LLC3,912$361K0.0%-33.2%0.000%
7/10/2026Community Financial Services Group LLC43,565$4.17M0.6%-6.5%0.003%
7/10/2026Perkins Coie Trust Co58,222$5.37M0.9%-2.2%0.003%
7/10/2026Fulton Bank N.A.5,143$475K0.0%-50.9%0.000%
7/10/2026Wealthcare Advisory Partners LLC9,835$907K0.0%+8.2%0.001%
7/9/2026First Bank & Trust5,733$529K0.1%-6.4%0.000%
7/9/2026Centurion Wealth Management LLC5,705$526K0.1%-6.8%0.000%
7/9/2026Shira Ridge Wealth Management10,876$1.00M0.4%-1.1%0.001%
7/9/2026Professional Financial Advisors LLC3,829$353K0.1%-82.4%0.000%
7/9/2026Focus Financial Network Inc.18,180$1.68M0.1%+16.0%0.001%
7/9/2026Vertrix Wealth Management LLC13,469$1.24M0.4%+12.8%0.001%
7/9/2026TOWER TRUST & INVESTMENT Co11,205$1.03M0.6%+1.9%0.001%
7/9/2026HF Advisory Group LLC41,262$3.81M1.2%+7.5%0.002%
7/9/2026Arista Wealth Management LLC6,000$554K0.1%-1.7%0.000%
7/9/2026Tactive Advisors LLC7,858$725K0.2%-13.6%0.000%
7/9/2026Everhart Financial Group Inc.13,894$1.28M0.1%-1.4%0.001%
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7/9/2026Jacobs & Co. CA156,494$14.44M1.2%-1.6%0.009%
7/9/2026Sax Wealth Advisors LLC9,037$849K0.0%+3.3%0.001%
7/9/2026Oliver Luxxe Assets LLC71,774$6.62M1.0%+14.0%0.004%
7/9/2026Chemistry Wealth Management LLC33,326$3.08M0.5%-0.5%0.002%
7/9/2026Hennion & Walsh Asset Management Inc.57,465$5.30M0.2%+2.6%0.003%
7/9/2026Pine Haven Investment Counsel Inc40,379$3.73M2.5%-1.0%0.002%
7/9/2026Affinity Capital Advisors LLC4,419$445K0.1%-12.4%0.000%
7/9/2026Valeo Financial Advisors LLC27,938$2.58M0.1%-1.4%0.002%
7/9/2026Crumly & Associates Inc.10,479$967K0.2%+1.1%0.001%
7/9/2026Norway Savings Bank2,780$257K0.1%-12.6%0.000%


SCHW Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,423 institutional investors and hedge funds held shares of Charles Schwab. The most heavily invested institutionals were Vanguard Group Inc. ($15.04B), Toronto Dominion Bank ($13.73B), Dodge & Cox ($7.64B), State Street Corp ($7.26B), Price T Rowe Associates Inc. MD ($4.91B), Geode Capital Management LLC ($3.75B), and Franklin Resources Inc. ($3.02B).Learn more on Charles Schwab's institutional investors.

84.38% of Charles Schwab's stock is owned by institutional investors. Learn more on SCHW's institutional investor holdings.

Of the 2,099 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: Norges Bank ($58.10M), Vanguard Group Inc. ($24.19M), Primecap Management Co. CA ($22.24M), Wellington Management Group LLP ($13.26M), Flossbach Von Storch SE ($10.83M), Price T Rowe Associates Inc. MD ($8.95M), and Kovitz Investment Group Partners LLC ($8.64M).

Institutional investors have bought a total of 115,328,305 shares in the last 24 months. This purchase volume represents approximately $11.19B in transactions.

Of the 1,006 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: Wellington Management Group LLP ($12.43M), Price T Rowe Associates Inc. MD ($8.35M), Dodge & Cox ($7.84M), Generation Investment Management LLP ($6.04M), Janus Henderson Group PLC ($4.79M), Lazard Asset Management LLC ($4.27M), and Principal Financial Group Inc. ($3.46M).

Institutional investors have sold a total of 112,954,166 shares in the last 24 months. This volume of shares sold represents approximately $11.04B in transactions.


Related Companies

Institutional ownership data for NYSE:SCHW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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