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Charles Schwab (SCHW) Institutional Ownership

Charles Schwab logo
$102.46 -0.66 (-0.64%)
Closing price 03:59 PM Eastern
Extended Trading
$102.55 +0.09 (+0.09%)
As of 07:55 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)
1583
Total
Institutional Inflows
(last 12 months)
$15.87B
Number of
Institutional Sellers
(last 12 months)
1146
Total
Institutional Outflows
(last 12 months)
$13.76B
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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
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%
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%
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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%
7/8/2026 Victrix Investment Advisors48,070$4.44M1.9%+6.2%0.003%
7/8/2026 Community Trust & Investment Co.39,709$3.66M0.2%N/A0.002%
7/8/2026 Wynn Capital LLC28,315$2.61M1.2%+0.7%0.002%
7/8/2026 Cooper Financial Group10,739$991K0.1%-41.0%0.001%
7/8/2026 Meriwether Wealth & Planning LLC15,830$1.46M0.7%+1.2%0.001%
7/8/2026 Cohen Capital Management Inc.212,385$19.60M2.7%-0.9%0.012%
7/8/2026 Czech National Bank465,323$42.94M0.2%+2.3%0.027%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab326,492$30.13M0.3%+7.2%0.019%
7/8/2026 Assenagon Asset Management S.A.1,743,958$160.92M0.2%-0.5%0.100%
7/8/2026 Red Spruce Capital LLC55,267$5.10M1.8%+29.2%0.003%
7/8/2026 Armstrong Henry H Associates Inc.4,091$377K0.0%-32.8%0.000%
7/8/2026 Westmount Partners LLC4,894$452K0.1%+3.6%0.000%
7/8/2026 Byrne Asset Management LLC344$32K0.0%-31.7%0.000%
7/8/2026 Sarasin & Partners LLP21,900$2.02M0.0%+21.7%0.001%
7/8/2026 Thrive Wealth Management LLC3,223$297K0.0%-6.0%0.000%
7/8/2026 Sanders Morris Harris LLC10,250$946K0.5%+115.8%0.001%
7/8/2026 Lincoln Capital LLC57,109$5.27M0.9%-1.8%0.003%
7/7/2026 180 Wealth Advisors LLC44,698$4.12M0.4%+1.9%0.003%
7/7/2026 Foster Group Inc.3,072$283K0.0%+15.7%0.000%
7/7/2026 Trust Asset Management LLC18,377$1.70M0.1%+9.5%0.001%
7/7/2026 Integral Investment Advisors Inc.8,659$799K0.2%-2.2%0.000%
7/7/2026 Dynamic Advisor Solutions LLC25,348$2.34M0.1%+13.3%0.001%
7/7/2026 Tlwm18,642$1.72M0.3%-1.5%0.001%
7/7/2026 GAMMA Investing LLC55,827$5.15M0.2%+20.5%0.003%
7/7/2026 Avior Wealth Management LLC15,829$1.46M0.0%-4.8%0.001%
7/7/2026 Greenfield Savings Bank5,858$541K0.2%-3.0%0.000%
7/7/2026 Central Pacific Bank Trust Division66,848$6.17M0.6%-4.8%0.004%
7/7/2026 Canandaigua National Bank & Trust Co.29,489$2.72M0.2%N/A0.002%
7/7/2026 Moody National Bank Trust Division19,220$1.77M0.1%-4.9%0.001%
7/7/2026 CoreCap Advisors LLC4,104$379K0.0%+11.8%0.000%
7/7/2026 Howard Financial Services LTD.22,309$2.06M0.2%+27.6%0.001%
7/6/2026 Stableford Capital II LLC37,961$3.50M1.2%-1.2%0.002%
7/6/2026 RDA Financial Network4,301$397K0.1%+8.2%0.000%
7/6/2026 Boltwood Capital Management8,460$781K0.2%+5.3%0.000%
7/2/2026 Kozak & Associates Inc.25,933$2.48M0.4%-6.4%0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB7,482$690K0.0%-6.7%0.000%
7/2/2026 Versant Capital Management Inc5,058$467K0.0%-30.4%0.000%
7/2/2026 Hilltop National Bank715$66K0.0%-81.4%0.000%
7/2/2026 CX Institutional131,640$12.15M0.4%+153.1%0.008%
7/1/2026 Noble Wealth Management PBC4,439$410K0.2%-10.3%0.000%
7/1/2026 Marathon Mission Inc.6,802$628K0.3%+3.4%0.000%
7/1/2026 Eastern Bank1,096$101K0.0%-29.0%0.000%
7/1/2026 Trust Co of the South2,922$270K0.0%+26.5%0.000%
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6/30/2026VectorGlobal IAG Inc.90,990$8.55M2.2%N/A0.005%
6/24/2026Redwood Investment Management LLC11,188$1.05M0.1%N/A0.001%
6/23/2026Ballast Advisors LLC591$56K0.0%N/A0.000%
6/22/2026 Sapient Capital LLC3,112$292K0.0%N/A0.000%
6/18/2026Pacer Advisors Inc.83,634$7.86M0.0%-36.2%0.005%
6/18/2026Southern Financial Group LLC3,769$354K0.1%+8.8%0.000%
6/16/2026 PVG Asset Management Corp13,439$1.22M0.9%+471.4%0.001%
6/10/2026FAS Wealth Partners Inc.2,797$263K0.0%+7.0%0.000%
6/9/2026Rathbones Group PLC100,800$9.47M0.0%-8.3%0.006%
6/8/2026Farmers National Bank3,282$308K0.1%N/A0.000%


SCHW Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,483 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 2,147 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 ($8.95M), Kovitz Investment Group Partners LLC ($8.64M), and Bank of New York Mellon Corp ($8.09M).

Institutional investors have bought a total of 166,815,178 shares in the last 24 months. This purchase volume represents approximately $15.87B in transactions.

Of the 1,146 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 Janus Henderson Group PLC ($4.79M).

Institutional investors have sold a total of 142,713,210 shares in the last 24 months. This volume of shares sold represents approximately $13.76B in transactions.


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This page (NYSE:SCHW) was last updated on 7/13/2026 by MarketBeat.com Staff.
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