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Charles Schwab (SCHW) Institutional Ownership

Charles Schwab logo
$91.13 +0.95 (+1.05%)
Closing price 05/13/2026 03:59 PM Eastern
Extended Trading
$90.75 -0.38 (-0.42%)
As of 06:46 AM 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)
1612
Total
Institutional Inflows
(last 12 months)
$17.18B
Number of
Institutional Sellers
(last 12 months)
1156
Total
Institutional Outflows
(last 12 months)
$13.00B
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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
5/14/2026Gibbs Wealth Management5,594$526K0.1%+42.0%0.000%
5/14/2026Sei Investments Co.1,924,005$180.82M0.2%+29.0%0.111%
5/14/2026Davis R M Inc.12,845$1.21M0.0%-12.7%0.001%
5/14/2026Lido Advisors LLC502,606$47.24M0.1%-5.7%0.029%
5/14/2026State of Wyoming2,205$207K0.0%N/A0.000%
5/13/2026Cetera Investment Advisers620,584$58.32M0.1%+15.7%0.036%
5/13/2026Coronation Fund Managers Ltd.530,439$49.85M2.3%+14.4%0.031%
5/13/2026Mizuho Markets Cayman LP179,240$16.85M0.9%N/A0.010%
5/13/2026Aureus Asset Management LLC605,564$56.91M3.8%-1.7%0.035%
5/13/2026Dynamic Wealth Strategies LLC1,624$153K0.1%-29.3%0.000%
5/13/2026Signature Equity Partners LLC901$85K0.0%-59.8%0.000%
5/13/2026NewEdge Wealth LLC81,450$7.66M0.1%-21.3%0.005%
5/13/2026First Citizens Bank & Trust Co.17,308$1.63M0.0%-3.6%0.001%
5/13/2026CI Investments Inc.60,077$5.65M0.0%-0.8%0.003%
5/13/2026First Trust Advisors LP3,377,185$317.39M0.2%+29.0%0.194%
5/12/2026 Westpac Banking Corp18,772$1.76M0.1%-5.1%0.001%
5/12/2026 Chase Investment Counsel Corp47,626$4.48M1.2%N/A0.003%
5/12/2026 CacheTech Inc.2,322$218K0.0%N/A0.000%
5/12/2026 Bellwether Advisors LLC2,372$223K0.0%-5.0%0.000%
5/12/2026 ABN Amro Investment Solutions137,274$12.90M0.2%+7.8%0.008%
5/8/2026 Triad Investment Management3,000$293K0.3%N/A0.000%
5/8/2026 Oslo Pensjonsforsikring AS6,874$646K0.1%N/A0.000%
5/8/2026 Burling Wealth Partners LLC5,587$525K0.1%-20.6%0.000%
5/8/2026 Andra AP fonden256,672$24.12M0.3%+28.7%0.015%
5/8/2026 Glenview Trust Co120,550$11.33M0.2%-1.5%0.007%
5/8/2026 DUTCH ASSET Corp7,750$728K0.5%+24.0%0.000%
5/8/2026 Madison Asset Management LLC721,830$67.84M0.8%-5.2%0.042%
5/8/2026 Puzo Michael J49,557$4.66M1.4%+19.5%0.003%
5/8/2026 Cassaday & Co Wealth Management LLC8,160$767K0.0%+21.7%0.000%
5/8/2026 Cutler Investment Counsel LLC186,331$17.51M1.8%-0.9%0.011%
5/8/2026 Titan Global Capital Management USA LLC283,500$26.64M4.0%+0.5%0.016%
5/8/2026 Johnson Financial Group Inc.12,025$1.13M0.0%+9.9%0.001%
5/8/2026 Element Pointe Advisors LLC10,066$946K0.2%N/A0.001%
5/8/2026 Convergence Investment Partners LLC35,293$3.32M0.5%+39.2%0.002%
5/8/2026 Cannon Capital Management Inc.24,692$2.32M1.9%+1.5%0.001%
5/8/2026 Commerzbank Aktiengesellschaft FI61,071$5.74M0.1%+10.9%0.004%
5/7/2026 Hopwood Financial Services Inc.4,717$443K0.3%+2.9%0.000%
5/7/2026 Florida Financial Advisors LLC4,221$397K0.1%+6.4%0.000%
5/7/2026 Beta Wealth Group Inc.5,909$555K0.2%+3.5%0.000%
5/7/2026 AlTi Global Inc.57,933$5.45M0.1%-2.0%0.003%
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5/7/2026 Earned Wealth Advisors LLC7,367$692K0.0%+7.3%0.000%
5/7/2026 Meeder Advisory Services Inc.34,035$3.20M0.1%+5.6%0.002%
5/7/2026 Hamel Associates Inc.12,944$1.22M0.3%+1.7%0.001%
5/7/2026 Dimensional Fund Advisors LP5,742,934$539.71M0.1%+1.1%0.330%
5/7/2026 Scarborough Advisors LLC305$29K0.0%N/A0.000%
5/7/2026 Balefire LLC2,386$224K0.0%-83.2%0.000%
5/7/2026 Parallel Advisors LLC42,786$4.02M0.1%+5.7%0.002%
5/7/2026 Ironwood Investment Counsel LLC126,598$11.90M1.7%-0.9%0.007%
5/7/2026 Boston Common Asset Management LLC72,293$6.79M0.4%-1.0%0.004%
5/7/2026 Broderick Brian C31,262$2.94M0.5%+33.7%0.002%
5/7/2026 Nelson Capital Management LLC37,933$3.57M0.4%-1.1%0.002%
5/7/2026 KBC Group NV697,547$65.56M0.2%-38.9%0.040%
5/7/2026 Next Capital Management LLC16,923$1.59M0.5%+3.7%0.001%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.2,977$280K0.2%-10.3%0.000%
5/7/2026 SEB Asset Management AB464,096$43.62M0.2%N/A0.027%
5/7/2026 AIA Group Ltd182,465$17.15M0.2%+29.2%0.010%
5/7/2026 Legacy Wealth Advisors LLC2,361$222K0.1%+12.1%0.000%
5/7/2026 Mediolanum International Funds Ltd518,184$48.22M0.5%+11.3%0.030%
5/7/2026 Spartan Wealth Advisory Services LLC2,563$241K0.0%N/A0.000%
5/7/2026 Arjuna Capital19,353$1.82M0.5%+6.6%0.001%
5/7/2026 Ascent Wealth Partners LLC25,625$2.41M0.3%+5.7%0.001%
5/7/2026 Kinsale Capital Group Inc.150,470$14.14M2.3%+4.1%0.009%
5/6/2026 Aviance Capital Partners LLC91,711$8.62M1.0%-1.4%0.005%
5/6/2026 California Public Employees Retirement System3,026,417$284.42M0.2%-16.6%0.174%
5/6/2026 Quadrant Private Wealth Management LLC47,558$4.47M0.7%+680.9%0.003%
5/6/2026 Bartlett & CO. Wealth Management LLC18,058$1.65M0.0%-16.2%0.001%
5/6/2026 Kesler Norman & Wride LLC8,916$838K0.1%+44.3%0.001%
5/6/2026 Heartland Bank & Trust Co7,808$734K0.2%+3.9%0.000%
5/6/2026 Simon Quick Advisors LLC2,717$255K0.0%-13.1%0.000%
5/6/2026 Kera Capital Partners Inc.8,119$763K0.1%-6.1%0.000%
5/6/2026 Gryphon Financial Partners LLC7,131$670K0.1%+25.8%0.000%
5/6/2026 Modera Wealth Management LLC144,955$13.62M0.2%-1.0%0.008%
5/6/2026 Juno Financial Group LLC27,581$2.59M1.0%+6.3%0.002%
5/6/2026 Advisortrust Partners LLC6,147$578K0.2%-3.0%0.000%
5/6/2026 Catalyst Capital Advisors LLC951$89K0.0%+88.3%0.000%
5/6/2026 Assetmark Inc.1,113,927$104.69M0.2%+10.5%0.064%
5/6/2026 HughesLittle Investment Management Ltd.703,529$66.12M12.9%-6.5%0.040%
5/6/2026 Main Street Group LTD352$33K0.0%N/A0.000%
5/6/2026 Angeles Wealth Management LLC11,670$1.10M0.1%+10.0%0.001%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.33,715$3.17M0.2%-85.7%0.002%
5/6/2026 Goodman Financial Corp168,066$15.80M2.7%-15.2%0.010%
5/6/2026 Bessemer Group Inc.273,453$25.70M0.0%+1.2%0.016%
5/6/2026 Gerald Baker Financial Group LLC4,193$394K0.1%N/A0.000%
5/6/2026 SteelPeak Wealth LLC2,924$275K0.0%+10.6%0.000%
5/6/2026 Allspring Global Investments Holdings LLC746,230$68.92M0.1%+0.4%0.043%
5/6/2026 Frisch Financial Group Inc.14,467$1.36M0.3%-1.9%0.001%
5/6/2026 Independent Financial Group LLC6,744$634K0.0%N/A0.000%
5/6/2026 Enterprise Financial Services Corp2,967$279K0.1%N/A0.000%
5/6/2026 Prosperity Consulting Group LLC3,492$328K0.0%-7.4%0.000%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co252,183$23.70M2.0%+1.3%0.015%
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5/5/2026 Evergreen Advisors LLC599$56K0.0%N/A0.000%
5/5/2026 Noesis Capital Mangement Corp3,415$321K0.0%-4.7%0.000%
5/5/2026 Delta Financial Advisors LLC3,559$334K0.1%+7.6%0.000%
5/5/2026 Westover Capital Advisors LLC25,827$2.43M0.4%+20.5%0.001%
5/5/2026 Wealthfront Advisers LLC182,743$17.17M0.0%+6.0%0.011%
5/5/2026 D.A. Davidson & CO.430,319$40.44M0.2%+4.9%0.025%
5/5/2026 Twin Capital Management Inc.37,788$3.55M0.5%-0.4%0.002%
5/5/2026 Bank of New York Mellon Corp16,162,082$1.52B0.3%+22.9%0.930%
5/5/2026 Illinois Municipal Retirement Fund103,657$9.74M0.1%+39.3%0.006%
5/5/2026 Journey Advisory Group LLC4,054$381K0.0%-28.8%0.000%


SCHW Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,472 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 2,137 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), Price T Rowe Associates Inc. MD ($11.90M), Kovitz Investment Group Partners LLC ($8.64M), and Bank of New York Mellon Corp ($8.09M).

Institutional investors have bought a total of 183,981,664 shares in the last 24 months. This purchase volume represents approximately $17.18B in transactions.

Of the 1,147 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), Dodge & Cox ($12.24M), Price T Rowe Associates Inc. MD ($8.35M), Generation Investment Management LLP ($6.48M), Massachusetts Financial Services Co. MA ($5.16M), Lazard Asset Management LLC ($4.81M), and Viking Global Investors LP ($4.65M).

Institutional investors have sold a total of 134,962,435 shares in the last 24 months. This volume of shares sold represents approximately $13.00B in transactions.


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This page (NYSE:SCHW) was last updated on 5/14/2026 by MarketBeat.com Staff.
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