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Charles Schwab (SCHW) Institutional Ownership

Charles Schwab logo
$107.30 -0.03 (-0.03%)
Closing price 09/11/2026 03:58 PM Eastern
Extended Trading
$106.93 -0.37 (-0.35%)
As of 09/11/2026 07:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
1355
Total
Institutional Inflows
(last 12 months)
$11.19B
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
9/9/2026 SVB Wealth LLC16,797$1.55M0.1%-6.5%0.001%
9/9/2026 Community Bank N.A.1,250$115K0.0%+36.2%0.000%
9/9/2026 Pointe Capital Management LLC5,461$504K0.2%+3.7%0.000%
9/9/2026 Sterling Investment Advisors Ltd.29,271$2.70M0.4%-6.8%0.002%
9/8/2026 Ramsay Stattman Vela & Price Inc.13,855$1.28M0.2%+11.9%0.001%
8/23/2026 Washington Trust Advisors Inc.447$41K0.0%+118.0%0.000%
8/23/2026 Operose Advisors LLC4,964$458K0.1%-2.4%0.000%
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%
8/17/2026 Blue Edge Capital LLC2,198$203K0.0%N/A0.000%
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 ME1,125$104K0.0%N/A0.000%
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%
8/13/2026 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 Elefante Mark B42,214$3.90M1.7%N/A0.002%
8/13/2026 S&G Foundation10,837$1M0.0%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 Heartland Bank & Trust Co7,723$713K0.1%N/A0.000%
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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 Flossbach Von Storch SE10,706,944$987.93M4.5%N/A0.616%
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%
8/7/2026 Trust Co. of Vermont25,718$2.37M0.1%N/A0.001%
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 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%
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%
7/10/2026 Orrstown Financial Services Inc.4,875$450K0.1%+14.1%0.000%
7/10/2026 Salvus Wealth Management LLC67,597$6.24M3.5%-5.7%0.004%
7/10/2026 KMG Fiduciary Partners LLC3,912$361K0.0%-33.2%0.000%
7/10/2026 Community Financial Services Group LLC43,565$4.17M0.6%-6.5%0.003%
7/10/2026 Perkins Coie Trust Co58,222$5.37M0.9%-2.2%0.003%
7/10/2026 Fulton Bank N.A.5,143$475K0.0%-50.9%0.000%
7/10/2026 Wealthcare Advisory Partners LLC9,835$907K0.0%+8.2%0.001%
7/9/2026 First Bank & Trust5,733$529K0.1%-6.4%0.000%
7/9/2026 Centurion Wealth Management LLC5,705$526K0.1%-6.8%0.000%
7/9/2026 Shira Ridge Wealth Management10,876$1.00M0.4%-1.1%0.001%
7/9/2026 Professional Financial Advisors LLC3,829$353K0.1%-82.4%0.000%
7/9/2026 Focus Financial Network Inc.18,180$1.68M0.1%+16.0%0.001%
7/9/2026 Vertrix Wealth Management LLC13,469$1.24M0.4%+12.8%0.001%
7/9/2026 TOWER TRUST & INVESTMENT Co11,205$1.03M0.6%+1.9%0.001%
7/9/2026 HF Advisory Group LLC41,262$3.81M1.2%+7.5%0.002%
7/9/2026 Arista Wealth Management LLC6,000$554K0.1%-1.7%0.000%
7/9/2026 Tactive Advisors LLC7,858$725K0.2%-13.6%0.000%
7/9/2026 Everhart Financial Group Inc.13,894$1.28M0.1%-1.4%0.001%
7/9/2026 Jacobs & Co. CA156,494$14.44M1.2%-1.6%0.009%
7/9/2026 Sax Wealth Advisors LLC9,037$849K0.0%+3.3%0.001%
7/9/2026 Oliver Luxxe Assets LLC71,774$6.62M1.0%+14.0%0.004%
7/9/2026 Chemistry Wealth Management LLC33,326$3.08M0.5%-0.5%0.002%
7/9/2026 Hennion & Walsh Asset Management Inc.57,465$5.30M0.2%+2.6%0.003%
7/9/2026 Pine Haven Investment Counsel Inc40,379$3.73M2.5%-1.0%0.002%
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7/9/2026 Affinity Capital Advisors LLC4,419$445K0.1%-12.4%0.000%
7/9/2026 Valeo Financial Advisors LLC27,938$2.58M0.1%-1.4%0.002%
7/9/2026 Crumly & Associates Inc.10,479$967K0.2%+1.1%0.001%
7/9/2026 Norway Savings Bank2,780$257K0.1%-12.6%0.000%
7/8/2026 Beaird Harris Wealth Management LLC802$74K0.0%+99.0%0.000%
7/8/2026 Rockland Trust Co.391,764$36.15M1.4%+9.7%0.023%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,957$181K0.1%-13.9%0.000%
7/8/2026 Foresight Capital Management Advisors Inc.3,815$352K0.2%-11.2%0.000%
7/8/2026 Chesley Taft & Associates LLC22,641$2.09M0.1%-2.6%0.001%
7/8/2026 Trust Point Inc.9,322$860K0.1%-2.0%0.001%


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 2,101 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 115,318,828 shares in the last 24 months. This purchase volume represents approximately $11.19B 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 113,091,702 shares in the last 24 months. This volume of shares sold represents approximately $11.05B 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 9/9/2026. New 13F filings are added each quarter as they're published.
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