Charles Schwab (SCHW) Institutional Ownership

$66.60

+0.37 (+0.56%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 84.38%
Number of Institutional Buyers (last 12 months): 1267
Total Institutional Inflows (last 12 months): $10.52B

Number of Institutional Sellers (last 12 months): 858
Total Institutional Outflows (last 12 months): $6.86B

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SCHW Institutional Buying and Selling by Quarter

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Charles Schwab Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	BLB&B Advisors LLC	17,807	$1.31M	0.1%	-84.0%	0.001%
7/26/2024	Conning Inc.	67,593	$4.98M	0.2%	-12.6%	0.004%
7/26/2024	K.J. Harrison & Partners Inc	31,943	$2.35M	0.4%	-43.4%	0.002%
7/26/2024	WealthShield Partners LLC	26,728	$1.97M	0.3%	+5.4%	0.002%
7/26/2024	Checchi Capital Advisers LLC	13,796	$1.02M	0.1%	+2.2%	0.001%
7/26/2024	Harbour Investments Inc.	7,119	$525K	0.0%	-3.4%	0.000%
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7/26/2024	Klein Pavlis & Peasley Financial Inc.	44,325	$3.27M	2.9%	+8.0%	0.002%
7/26/2024	LS Investment Advisors LLC	37,961	$2.80M	0.4%	+1.9%	0.002%
7/26/2024	Patriot Financial Group Insurance Agency LLC	43,266	$3.19M	0.5%	+30.7%	0.002%
7/26/2024	AustralianSuper Pty Ltd	62,840	$4.63M	0.0%	+7.0%	0.004%
7/26/2024	Atomi Financial Group Inc.	13,118	$967K	0.1%	+23.9%	0.001%
7/26/2024	Cambridge Investment Research Advisors Inc.	199,160	$14.68M	0.1%	-11.1%	0.011%
7/26/2024	Skylands Capital LLC	14,000	$1.03M	0.1%	-58.0%	0.001%
7/26/2024	Aspen Investment Management Inc	21,551	$1.59M	0.8%	+1.8%	0.001%
7/26/2024	RiverPark Advisors LLC	14,923	$1.10M	0.9%	-9.8%	0.001%
7/26/2024	Riverpark Capital Management LLC	26,735	$1.97M	2.6%	-11.4%	0.002%
7/26/2024	GAM Holding AG	136,711	$10.07M	0.8%	+3.4%	0.008%
7/26/2024	Signature Estate & Investment Advisors LLC	6,251	$461K	0.0%	N/A	0.000%
7/26/2024	Allspring Global Investments Holdings LLC	661,880	$48.77M	0.1%	-2.6%	0.037%
7/26/2024	State of Michigan Retirement System	408,866	$30.13M	0.2%	+0.3%	0.023%
7/26/2024	Liontrust Investment Partners LLP	1,723,032	$126.97M	1.8%	-2.1%	0.097%
7/26/2024	Hyman Charles D	4,595	$339K	0.0%	-6.8%	0.000%
7/26/2024	Bailard Inc.	43,417	$3.20M	0.1%	-42.8%	0.002%
7/26/2024	Bank of New York Mellon Corp	10,628,927	$783.25M	0.1%	-4.3%	0.598%
7/26/2024	TFG Advisers LLC	4,210	$310K	0.1%	+20.6%	0.000%
7/26/2024	Intrinsic Value Partners LLC	55,478	$4.09M	4.3%	-1.3%	0.003%
7/25/2024	Hills Bank & Trust Co	18,489	$1.36M	0.1%	+6.7%	0.001%
7/25/2024	Raymond James Trust N.A.	27,547	$2.03M	0.0%	-2.4%	0.002%
7/25/2024	WD Rutherford LLC	580	$43K	0.0%	-37.3%	0.000%
7/25/2024	Highland Capital Management LLC	100,524	$7.41M	0.4%	+1.7%	0.006%
7/25/2024	Capital Advisors Ltd. LLC	1,185	$87K	0.0%	+54.9%	0.000%
7/25/2024	Calamos Advisors LLC	352,308	$25.96M	0.1%	-28.1%	0.020%
7/25/2024	AMG National Trust Bank	95,147	$7.01M	0.2%	-18.2%	0.005%
7/25/2024	Sigma Investment Counselors Inc.	3,199	$236K	0.0%	-33.4%	0.000%
7/25/2024	Tempus Wealth Planning LLC	5,744	$423K	0.2%	+22.1%	0.000%
7/25/2024	Independence Bank of Kentucky	10,875	$801K	0.2%	-6.0%	0.001%
7/25/2024	Optas LLC	4,215	$311K	0.1%	+5.2%	0.000%
7/25/2024	Community Financial Services Group LLC	69,103	$5.09M	1.1%	-8.4%	0.004%
7/25/2024	Vivid Wealth Management LLC	11,287	$832K	0.5%	-78.5%	0.001%
7/25/2024	Tranquility Partners LLC	18,174	$1.34M	0.5%	-0.8%	0.001%
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7/25/2024	Fullcircle Wealth LLC	12,573	$927K	0.4%	N/A	0.001%
7/25/2024	Destination Wealth Management	338,651	$24.96M	0.8%	-3.6%	0.019%
7/25/2024	Mn Services Vermogensbeheer B.V.	595,200	$43.86M	0.3%	-2.2%	0.033%
7/25/2024	Banque Pictet & Cie SA	144,284	$10.63M	0.1%	+9.2%	0.008%
7/25/2024	AMI Asset Management Corp	788,927	$58.14M	3.1%	-28.9%	0.044%
7/25/2024	Bank of Stockton	9,860	$727K	0.2%	+20.8%	0.001%
7/24/2024	LRI Investments LLC	2,068	$152K	0.0%	+1,011.8%	0.000%
7/24/2024	Colton Groome Financial Advisors LLC	10,312	$760K	0.3%	N/A	0.001%
7/24/2024	Family Firm Inc.	887	$65K	0.0%	N/A	0.000%
7/24/2024	Tower Bridge Advisors	131,290	$9.68M	0.9%	-13.5%	0.007%
7/24/2024	Retirement Systems of Alabama	1,122,916	$82.75M	0.3%	-15.6%	0.063%
7/24/2024	West Oak Capital LLC	30,965	$2.28M	0.9%	+4.5%	0.002%
7/24/2024	Horizon Bancorp Inc. IN	1,626	$120K	0.1%	+13.2%	0.000%
7/24/2024	Traynor Capital Management Inc.	8,060	$594K	0.0%	-5.2%	0.000%
7/24/2024	Quotient Wealth Partners LLC	4,940	$364K	0.0%	+18.1%	0.000%
7/24/2024	Herold Advisors Inc.	16,854	$1.24M	0.3%	+6.5%	0.001%
7/24/2024	Lebenthal Global Advisors LLC	15,639	$1.15M	0.3%	+6.8%	0.001%
7/24/2024	Everhart Financial Group Inc.	6,408	$472K	0.1%	+23.1%	0.000%
7/24/2024	Premier Path Wealth Partners LLC	9,238	$681K	0.1%	+13.0%	0.001%
7/24/2024	Catalina Capital Group LLC	3,380	$249K	0.1%	N/A	0.000%
7/24/2024	Secure Asset Management LLC	18,950	$1.40M	0.3%	-6.1%	0.001%
7/24/2024	Avalon Capital Management	7,850	$578K	0.2%	N/A	0.000%
7/24/2024	JB Capital LLC	42,523	$3.13M	0.2%	+20.4%	0.002%
7/24/2024	Leonard Rickey Investment Advisors P.L.L.C.	8,384	$618K	0.1%	+25.5%	0.000%
7/24/2024	New York State Teachers Retirement System	1,356,495	$99.96M	0.2%	-6.0%	0.076%
7/24/2024	Eagle Ridge Investment Management	356,390	$26.26M	2.4%	-0.2%	0.020%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	3,124	$230K	0.0%	N/A	0.000%
7/24/2024	Unique Wealth Strategies LLC	2,619	$189K	0.1%	N/A	0.000%
7/24/2024	Catalyst Private Wealth LLC	4,468	$329K	0.2%	N/A	0.000%
7/24/2024	Louisiana State Employees Retirement System	84,500	$6.23M	0.1%	-2.4%	0.005%
7/24/2024	&PARTNERS	14,880	$1.10M	0.0%	+283.2%	0.001%
7/23/2024	Geneos Wealth Management Inc.	102,733	$7.57M	0.3%	+2.3%	0.006%
7/23/2024	Boothe Investment Group Inc.	92,944	$6.82M	3.2%	-5.8%	0.005%
7/23/2024	Private Advisory Group LLC	79,303	$5.84M	0.8%	+0.3%	0.004%
7/23/2024	HTLF Bank	3,262	$240K	0.0%	+6.2%	0.000%
7/23/2024	Hennessy Advisors Inc.	12,000	$884K	0.0%	+9.1%	0.001%
7/23/2024	LaFleur & Godfrey LLC	96,171	$7.09M	1.0%	-4.9%	0.005%
7/23/2024	H&H Retirement Design & Management INC	12,435	$916K	0.6%	+2.8%	0.001%
7/23/2024	Proffitt & Goodson Inc.	12,509	$922K	0.2%	-1.5%	0.001%
7/23/2024	Harbour Trust & Investment Management Co	3,566	$263K	0.0%	-4.3%	0.000%
7/23/2024	Moss Adams Wealth Advisors LLC	3,328	$245K	0.0%	N/A	0.000%
7/23/2024	Keystone Financial Services	17,100	$1.26M	0.5%	+9.5%	0.001%
7/23/2024	Stableford Capital II LLC	33,120	$2.44M	0.9%	+101.2%	0.002%
7/23/2024	Courier Capital LLC	45,810	$3.38M	0.3%	+0.7%	0.003%
7/23/2024	United Bank	10,043	$740K	0.4%	+3.3%	0.001%
7/23/2024	Iowa State Bank	20,647	$1.52M	0.3%	N/A	0.001%
7/23/2024	Busey Bank	213,125	$15.71M	0.5%	+2.3%	0.012%
7/23/2024	TFC Financial Management Inc.	447	$33K	0.0%	-58.6%	0.000%
7/23/2024	Exchange Capital Management Inc.	4,243	$313K	0.1%	N/A	0.000%
7/23/2024	Lecap Asset Management Ltd.	8,439	$622K	0.1%	-82.0%	0.000%
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7/23/2024	Fifth Third Wealth Advisors LLC	15,673	$1.16M	0.1%	N/A	0.001%
7/23/2024	Crescent Grove Advisors LLC	7,520	$554K	0.1%	-59.9%	0.000%
7/22/2024	Atria Wealth Solutions Inc.	48,629	$3.58M	0.0%	-2.6%	0.003%
7/22/2024	Argus Investors Counsel Inc.	30,312	$2.23M	1.4%	+12.5%	0.002%
7/22/2024	Aaron Wealth Advisors LLC	14,361	$1.06M	0.1%	+7.0%	0.001%
7/22/2024	Fifth Third Bancorp	213,443	$15.73M	0.1%	-0.9%	0.012%
7/22/2024	Veracity Capital LLC	8,738	$644K	0.3%	-7.6%	0.000%
7/22/2024	Investment House LLC	5,590	$412K	0.0%	-84.9%	0.000%
7/22/2024	Commerzbank Aktiengesellschaft FI	3,244	$240K	0.0%	+14.2%	0.000%
7/22/2024	Chevy Chase Trust Holdings LLC	828,108	$61.02M	0.2%	-1.1%	0.047%

(Data available from 1/1/2016 forward)

SCHW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHW shares?: During the previous two years, 2,083 institutional investors and hedge funds held shares of Charles Schwab. The most heavily invested institutionals were Toronto Dominion Bank ($16.36B), Vanguard Group Inc. ($8.75B), BlackRock Inc. ($5.42B), Price T Rowe Associates Inc. MD ($5.23B), Dodge & Cox ($4.11B), State Street Corp ($3.42B), and Massachusetts Financial Services Co. MA ($2.13B).Learn more on SCHW's institutional investors.
What percentage of Charles Schwab stock is owned by institutional investors?: 84.38% of Charles Schwab stock is owned by institutional investors. Learn more on SCHW's institutional investor holdings.
Which institutional investors have been buying Charles Schwab stock?: Of the 1,878 institutional investors that purchased Charles Schwab stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($964.80M), Toronto Dominion Bank ($225.31M), Price T Rowe Associates Inc. MD ($22.32M), Fisher Asset Management LLC ($18.60M), Norges Bank ($13.81M), Flossbach Von Storch AG ($9.14M), and CIBC Private Wealth Group LLC ($8.70M).

How much institutional buying is happening at Charles Schwab?: Institutional investors have bought a total of 1,527,722,003 shares in the last 24 months. This purchase volume represents approximately $94.88B in transactions.
Which Charles Schwab major shareholders have been selling company stock?: Of the 1,217 institutional investors that sold Charles Schwab stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($56.61M), Price T Rowe Associates Inc. MD ($29.43M), Primecap Management Co. CA ($12.52M), Parnassus Investments LLC ($12.35M), BlackRock Inc. ($12.33M), FMR LLC ($11.29M), and Boston Partners ($9.51M).
How much institutional selling is happening at Charles Schwab?: Institutional investors have sold a total of 319,214,024 shares in the last 24 months. This volume of shares sold represents approximately $19.78B in transactions.