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Charles Schwab (SCHW) Institutional Ownership

Charles Schwab logo
$112.36 +2.57 (+2.34%)
As of 08/21/2026 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)
1375
Total
Institutional Inflows
(last 12 months)
$11.80B
Number of
Institutional Sellers
(last 12 months)
1008
Total
Institutional Outflows
(last 12 months)
$11.05B
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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
8/23/2026 Nilsine Partners LLC8,319$768K0.1%-8.5%0.000%
8/23/2026 Saudi Central Bank115,584$10.67M0.1%+85.5%0.007%
8/22/2026 Compass Financial Management LLC293$27K0.0%N/A0.000%
8/22/2026 Munich Reinsurance Co Stock Corp in Munich159,656$14.73M0.3%+9.8%0.009%
8/22/2026 Raiffeisen Bank International AG63,127$5.72M0.1%+99.2%0.004%
8/22/2026 Syon Capital LLC9,146$844K0.0%-23.2%0.001%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC145,478$13.42M2.0%-3.5%0.008%
8/21/2026 Athena Investment Management4,250$392K0.2%-44.9%0.000%
8/21/2026 Continuum Advisory LLC4,966$458K0.0%N/A0.000%
8/21/2026 Birch Capital Management LLC74,765$6.90M3.4%+5.8%0.004%
8/21/2026 Independence Bank of Kentucky9,123$842K0.1%-4.6%0.001%
8/21/2026 Legacy Financial Advisors Inc.13,756$1.27M0.2%-0.7%0.001%
8/20/2026 Oarsman Capital Inc.3,179$293K0.0%-3.7%0.000%
8/20/2026 Quantitative Investment Management LLC14,257$1.32M0.1%N/A0.001%
8/20/2026 Provident Trust Co.3,716,441$342.92M7.2%+0.4%0.215%
8/19/2026 New Mexico Educational Retirement Board83,087$7.67M0.2%+5.6%0.005%
8/19/2026 Mufg Securities Americas Inc.49,238$4.54M0.2%+6.5%0.003%
8/19/2026 Navellier & Associates Inc.9,555$882K0.1%+47.0%0.001%
8/18/2026 Glenview Trust Co118,279$10.91M0.1%N/A0.007%
8/18/2026 North Star Asset Management Inc.478,540$44.16M1.7%N/A0.028%
8/18/2026 Empowered Funds LLC2,495$566K0.0%N/A0.000%
8/18/2026 United Capital Financial Advisors LLC3,544$804K0.0%N/A0.000%
8/18/2026Jefferies Financial Group Inc.18,270$4.14M0.0%N/A0.001%
8/17/2026 Blue Edge Capital LLC2,198$203K0.0%N/A0.000%
8/17/2026 Corient Private Wealth LP16,319$3.70M0.0%N/A0.001%
8/17/2026 Park West Asset Management LLC41,200$9.34M0.6%N/A0.002%
8/17/2026 Pine Ridge Advisers LLC34,000$7.71M0.5%N/A0.002%
8/17/2026 Bank of America Corp DE1,172,586$265.93M0.0%N/A0.068%
8/17/2026 Birmingham Capital Management Co. Inc. AL11,150$1.03M0.4%N/A0.001%
8/15/2026 Pointe Capital Management LLC5,461$504K0.2%N/A0.000%
8/15/2026 First Bancorp Inc ME 1,125$104K0.0%N/A0.000%
8/15/2026 Jupiter Topco LLC22,078$5.00M0.0%N/A0.001%
8/15/2026 ABS Investment Management LLC227$181.43M0.1%N/A0.000%
8/14/2026 Hsbc Holdings PLC67,802$15.36M0.0%N/A0.004%
8/14/2026 Primecap Management Co. CA266,870$60.52M0.0%N/A0.015%
8/14/2026 Canada Pension Plan Investment Board1,100$249K0.0%N/A0.000%
8/14/2026 Castleark Management LLC36,045$8.18M0.2%N/A0.002%
8/14/2026 Lakewood Capital Management LP134,000$30.39M1.6%N/A0.008%
8/14/2026 Legal & General Group Plc102,433$23.23M0.0%N/A0.006%
8/14/2026 The Manufacturers Life Insurance Company 66,899$15.17M0.0%N/A0.004%
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8/14/2026 Kelly Lawrence W & Associates Inc. CA14,767$1.36M0.3%N/A0.001%
8/14/2026 Partners Capital Investment Group LLP32,995$3.04M0.1%N/A0.002%
8/14/2026 Algert Global LLC13,180$2.99M0.0%-10.5%0.001%
8/13/2026 Ally Financial Inc.35,000$3.23M0.4%N/A0.002%
8/13/2026 Blue Whale Capital LLP342,398$31.59M1.0%N/A0.020%
8/13/2026 Sanctuary Advisors LLC5,903$1.34M0.0%N/A0.000%
8/13/2026 Solstein Capital LLC600$136K0.0%N/A0.000%
8/13/2026 Elefante Mark B42,214$3.90M1.7%N/A0.002%
8/13/2026 S&G Foundation10,837$1M0.0%N/A0.001%
8/13/2026 Bank of Nova Scotia16,667$3.78M0.0%N/A0.001%
8/12/2026 Kirtland Hills Capital Management LLC9,923$916K0.3%N/A0.001%
8/12/2026 Compass Financial Management LLC293$27K0.0%N/A0.000%
8/12/2026 Commerce Bank4,541$1.03M0.0%N/A0.000%
8/12/2026 Pinnbrook Capital Management LP21,300$4.83M0.5%N/A0.001%
8/12/2026 Northwestern Mutual Wealth Management Co.1,072$243K0.0%N/A0.000%
8/12/2026 Evolve Private Wealth LLC1,086$246K0.0%N/A0.000%
8/12/2026 Emerald Investment Advisers LLC1,496$339K0.0%N/A0.000%
8/12/2026 EP Wealth Advisors LLC1,651$374K0.0%N/A0.000%
8/12/2026 Heartland Bank & Trust Co7,723$713K0.1%N/A0.000%
8/12/2026 Callan Family Office LLC2,502$567K0.0%N/A0.000%
8/11/2026 Allworth Financial LP333$75K0.0%N/A0.000%
8/11/2026 Vise Technologies Inc.2,411$547K0.0%N/A0.000%
8/11/2026 E Fund Management Co. Ltd.1,734$393K0.0%N/A0.000%
8/11/2026 Notis McConarty Edward36,470$3.37M1.5%N/A0.002%
8/11/2026 Somerville Kurt F56,560$5.22M1.2%N/A0.003%
8/11/2026 Puzo Michael J55,627$5.13M1.3%N/A0.003%
8/11/2026 Madison Asset Management LLC847,868$78.23M0.9%N/A0.049%
8/10/2026 NewEdge Wealth LLC1,091$247K0.0%N/A0.000%
8/10/2026 Flossbach Von Storch SE10,706,944$987.93M4.5%N/A0.616%
8/10/2026 Empirical Asset Management LLC1,515$344K0.1%N/A0.000%
8/10/2026 Great Lakes Advisors LLC78,029$7.20M0.1%N/A0.004%
8/10/2026 Danske Bank A S1,581,766$145.95M0.3%N/A0.091%
8/8/2026 Wealthfront Advisers LLC1,720$390K0.0%N/A0.000%
8/8/2026 Global Strategic Investment Solutions LLC2,698$612K0.1%N/A0.000%
8/8/2026 Meeder Advisory Services Inc.1,417$321K0.0%N/A0.000%
8/7/2026 BlackRock Inc.3,798,560$861.48M0.0%N/A0.218%
8/7/2026 Deutsche Bank AG276,569$62.72M0.0%N/A0.016%
8/7/2026 Trust Co. of Vermont25,718$2.37M0.1%N/A0.001%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.66,864$15.16M0.0%N/A0.004%
8/7/2026 Persistent Asset Partners Ltd1,177$267K0.1%N/A0.000%
8/7/2026 Plato Investment Management Ltd65,701$6.03M0.3%N/A0.004%
8/6/2026 J.Safra Asset Management Corp425$39K0.0%N/A0.000%
8/6/2026 Global Retirement Partners LLC2,225$505K0.0%N/A0.000%
8/6/2026 State of Wyoming1,196$271K0.0%N/A0.000%
8/6/2026 Orca Investment Management LLC4,569$422K0.3%N/A0.000%
8/3/2026 Next Capital Management LLC16,323$1.51M0.4%N/A0.001%
7/14/2026 Trust Asset Management LLC18,377$1.70M0.1%+9.5%0.001%
7/10/2026 Regent Peak Wealth Advisors LLC2,657$245K0.0%-4.5%0.000%
7/10/2026 Wedge Capital Management L L P NC2,830$261K0.0%-13.5%0.000%
7/10/2026 Whitener Capital Management Inc.24,877$2.30M0.5%+17.0%0.001%
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7/10/2026 JFS Wealth Advisors LLC23,357$2.16M0.1%-2.6%0.001%
7/10/2026 Tema ETFs LLC31,695$2.92M0.1%+10.6%0.002%
7/10/2026 Canvas Wealth Advisors LLC5,773$533K0.1%-8.5%0.000%
7/10/2026 Fiduciary Financial Group LLC37,152$3.43M0.4%-5.3%0.002%
7/10/2026 Lederer & Associates Investment Counsel CA17,601$1.62M1.1%N/A0.001%
7/10/2026 Diversified Management Inc.9,537$880K0.2%-83.3%0.001%
7/10/2026 Peoples Bank KS4,331$400K0.4%+2.7%0.000%
7/10/2026 E. Ohman J or Asset Management AB41,700$3.85M0.1%+5.0%0.002%
7/10/2026 Handelsbanken Fonder AB652,139$60.17M0.2%+0.5%0.037%
7/10/2026 City Holding Co.22,846$2.11M0.2%-0.4%0.001%


SCHW Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,437 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 2,118 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 ($22.51M), 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 121,963,140 shares in the last 24 months. This purchase volume represents approximately $11.80B in transactions.

Of the 1,008 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 113,093,242 shares in the last 24 months. This volume of shares sold represents approximately $11.05B in transactions.


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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 8/23/2026. New 13F filings are added each quarter as they're published.
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