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Charles Schwab Institutional Ownership (NYSE:SCHW)

$39.74
+2.02 (+5.36 %)
(As of 10/15/2019 04:00 PM ET)
Today's Range
$38.27
Now: $39.74
$40.23
50-Day Range
$34.97
MA: $39.49
$43.82
52-Week Range
$34.58
Now: $39.74
$49.24
Volume11.52 million shs
Average Volume8.21 million shs
Market Capitalization$51.95 billion
P/E Ratio16.22
Dividend Yield1.80%
Beta1.32

Institutional Ownership

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

Institutional Ownership Percentage: 79.07%

Charles Schwab (NYSE SCHW) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
10/15/2019First Financial Corp IN19,772$0.83M0.6%+16.6%0.002%
10/15/2019Legacy Bridge LLC10,669$0.45M0.4%-5.3%0.001%
10/15/2019Confluence Investment Management LLC518,069$21.67M0.3%+5.6%0.040%
10/15/2019Wealthfront Advisers LLC49,457$2.07M0.0%+109.6%0.004%
10/15/2019SeaCrest Wealth Management LLC5,569$0.23M0.0%N/A0.000%
10/15/2019Toth Financial Advisory Corp665$28K0.0%-48.5%0.000%
10/15/2019Stock Yards Bank & Trust Co.264,237$11.05M1.0%-1.0%0.020%
10/15/2019Atalanta Sosnoff Capital LLC8,000$0.34M0.0%-26.8%0.001%
10/15/2019Reilly Financial Advisors LLC884$37K0.0%-50.4%0.000%
10/15/2019Gateway Investment Advisers LLC715,252$29.92M0.3%-11.7%0.055%
10/15/2019Fox Run Management L.L.C.7,098$0.30M0.1%N/A0.001%
10/15/2019Valeo Financial Advisors LLC7,325$0.31M0.0%-83.8%0.001%
10/15/2019Liberty Capital Management Inc.29,888$1.25M0.6%-5.8%0.002%
10/15/2019Financial Gravity Wealth Inc.3,557$0.15M0.1%-36.2%0.000%
10/11/2019Gyroscope Capital Management Group LLC18,031$0.63M0.3%+5.7%0.001%
10/10/2019Pacer Advisors Inc.127,614$5.34M0.1%+11.0%0.010%
10/10/2019We Are One Seven LLC14,540$0.61M0.2%-81.7%0.001%
10/10/2019Artemis Investment Management LLP375,127$15.66M0.2%-17.5%0.029%
10/10/2019Gradient Investments LLC814$34K0.0%+526.2%0.000%
10/10/2019Gofen & Glossberg LLC IL259,255$10.85M0.4%-3.1%0.020%
10/10/2019Manning & Napier Group LLC1,376,532$57.58M0.6%+0.3%0.105%
10/9/2019Kohmann Bosshard Financial Services LLC18,914$0.79M0.3%-4.3%0.001%
10/9/2019Old North State Trust LLC2,955$0.12M0.1%-18.0%0.000%
10/9/2019Gibraltar Capital Management Inc.66,459$2.78M2.1%-5.3%0.005%
10/9/2019Carroll Financial Associates Inc.4,836$0.20M0.0%-8.0%0.000%
10/9/2019Arden Trust Co30,924$1.29M0.2%-2.1%0.002%
10/9/2019Nelson Van Denburg & Campbell Wealth Management Group LLC16,537$0.69M0.1%+194.5%0.001%
10/8/2019Douglass Winthrop Advisors LLC1,186,245$49.62M1.9%+18.9%0.091%
10/8/2019TIAA FSB33,304$1.39M0.0%-12.9%0.003%
10/8/2019Addenda Capital Inc.95,094$3.98M0.3%-0.4%0.007%
10/7/2019Bangor Savings Bank20,554$0.86M0.1%+8.2%0.002%
10/7/2019Chesley Taft & Associates LLC38,205$1.60M0.1%-2.1%0.003%
10/7/2019National Investment Services Inc. WI50,406$2.11M2.5%-6.1%0.004%
10/4/2019First Financial Bank Trust Division80,295$3.36M0.5%+9.4%0.006%
10/4/2019Chickasaw Capital Management LLC17,775$0.74M0.0%-21.4%0.001%
10/4/2019Grassi Investment Management24,100$1.01M0.2%-72.9%0.002%
10/3/2019Bremer Bank National Association15,031$0.63M0.1%-70.9%0.001%
10/3/2019First Hawaiian Bank18,972$0.79M0.0%-27.1%0.001%
10/3/2019North Star Investment Management Corp.30,734$1.29M0.1%+3.4%0.002%
10/3/2019Fulton Bank N.A.7,377$0.31M0.0%N/A0.001%
10/2/2019State of Alaska Department of Revenue206,950$8.66M0.1%+20.7%0.016%
10/2/2019Thomasville National Bank136,014$5.69M0.9%+6.4%0.010%
10/2/2019Private Asset Management Inc.85,370$3.43M0.6%-2.9%0.007%
10/2/2019West Oak Capital LLC42,975$1.80M1.1%+3.2%0.003%
10/2/2019Webster Bank N. A.58,155$2.43M0.3%+1.0%0.004%
10/1/2019Park National Corp OH88,390$3.70M0.2%-54.3%0.007%
10/1/2019Cullinan Associates Inc.134,850$5.64M0.4%-0.2%0.010%
9/24/2019Macquarie Group Ltd.3,437,336$138.15M0.2%+1.3%0.263%
9/11/2019River & Mercantile Asset Management LLP38,496$1.55M0.1%N/A0.003%
9/6/2019BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp481,932$19.37M0.2%+42.0%0.037%
9/3/2019Stonehage Fleming Financial Services Holdings Ltd25,376$1.02M0.0%N/A0.002%
8/27/2019River & Mercantile Asset Management LLP38,496$1.55M0.2%N/A0.003%
8/27/2019Rehmann Capital Advisory Group6,558$0.26M0.0%-11.4%0.001%
8/27/2019EP Wealth Advisors LLC327,605$13.17M0.8%+28.7%0.025%
8/26/2019Boston Partners3,792,595$152.43M0.2%+287.1%0.290%
8/26/2019Toronto Dominion Bank700,224$28.13M0.0%-10.9%0.054%
8/26/2019Atria Investments LLC27,333$1.01M0.0%-9.4%0.002%
8/23/2019American International Group Inc.460,386$18.50M0.1%-2.2%0.035%
8/23/2019Treasurer of the State of North Carolina748,706$30.09M0.2%-0.3%0.057%
8/23/2019Mackenzie Financial Corp56,654$2.28M0.0%-49.6%0.004%
8/23/2019BlackRock Inc.87,080,690$3.50B0.1%+3.7%6.662%
8/21/2019Colonial Trust Advisors40,652$1.63M0.3%N/A0.003%
8/20/2019Sage Rhino Capital LLC10,293$0.41M0.3%+4.0%0.001%
8/20/2019Cresset Asset Management LLC5,914$0.24M0.0%-29.1%0.000%
8/20/2019Vestmark Advisory Solutions Inc.17,171$0.69M0.1%+35.2%0.001%
8/20/2019Barings LLC37,550$1.51M0.0%-28.2%0.003%
8/19/2019D L Carlson Investment Group Inc.50,954$2.05M0.6%-11.1%0.004%
8/19/2019Chartwell Investment Partners LLC80,000$3.22M0.1%-45.8%0.006%
8/19/2019Griffin Asset Management Inc.23,575$0.95M0.1%-23.6%0.002%
8/19/2019Colony Group LLC10,319$0.42M0.0%-3.0%0.001%
8/17/2019Kayne Anderson Rudnick Investment Management LLC783,822$31.50M0.2%-2.6%0.060%
8/17/2019Kovitz Investment Group Partners LLC965,846$38.82M1.2%+4.0%0.074%
8/17/2019Magnetar Financial LLC10,769$0.43M0.0%N/A0.001%
8/17/2019Primecap Management Co. CA31,489,080$1.27B0.9%-0.1%2.409%
8/17/2019University of Notre Dame DU Lac202,700$8.15M1.8%+11.5%0.016%
8/17/2019Verition Fund Management LLC56,300$2.26M0.1%+41.9%0.004%
8/17/2019WealthStone Inc.7,806$0.31M0.1%N/A0.001%
8/17/2019HM Payson & Co.37,255$1.50M0.1%+3.8%0.003%
8/17/2019Ladenburg Thalmann Financial Services Inc.51,737$2.09M0.0%-8.8%0.004%
8/17/2019Private Capital Group LLC2,640$0.14M0.0%-38.7%0.000%
8/17/2019Reilly Herbert Faulkner III126,625$5.09M2.2%+6.0%0.010%
8/16/2019First Manhattan Co.246,439$9.90M0.1%-4.4%0.019%
8/16/2019Eaton Vance Management7,052,047$283.43M0.6%-0.8%0.539%
8/16/2019Amundi Pioneer Asset Management Inc.3,968,539$159.50M0.1%-10.8%0.304%
8/16/2019United Services Automobile Association782,741$31.46M0.1%+0.2%0.060%
8/15/2019Noked Capital LTD5,000$0.20M0.2%N/A0.000%
8/15/2019California Public Employees Retirement System1,903,348$76.50M0.1%-2.4%0.146%
8/15/2019Cambridge Investment Research Advisors Inc.55,991$2.25M0.0%-15.6%0.004%
8/15/2019Covington Capital Management342,572$13.77M0.8%+5.1%0.026%
8/15/2019BRYN MAWR TRUST Co89,046$3.58M0.2%+6.9%0.007%
8/15/2019BMT Investment Advisors44,368$1.78M0.9%+3.1%0.003%
8/15/2019Bamco Inc. NY6,576,513$264.31M1.1%+0.1%0.503%
8/15/2019Voloridge Investment Management LLC440,850$17.72M0.5%N/A0.034%
8/15/2019Pictet Asset Management Ltd.527,019$21.18M0.0%+5.5%0.040%
8/15/2019Green Square Asset Management LLC24,159$0.97M0.5%+81.0%0.002%
8/15/2019Stonebridge Capital Advisors LLC58,967$2.37M0.4%-2.4%0.005%
8/15/2019Nuveen Asset Management LLC6,862,927$275.82M0.1%+12,401.9%0.525%
8/15/2019Peapack Gladstone Financial Corp389,823$15.67M0.7%-0.9%0.030%
8/15/2019Andra AP fonden92,500$3.72M0.1%-2.1%0.007%
8/15/2019Price T Rowe Associates Inc. MD60,855,583$2.45B0.3%-21.9%4.655%
(Data available from 1/1/2016 forward)
This page was last updated on 10/15/2019 by MarketBeat.com Staff

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