NYSE:SCHW

The Charles Schwab Institutional Ownership

$80.90

+2.79 (+3.57 %)

(As of 10/15/2021 04:00 PM ET)

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$78.36

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$81.00

50-Day Range

$68.44

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$80.90

52-Week Range

$37.29

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$81.00

Volume9.00 million shs

Average Volume7.17 million shs

Market Capitalization$146.19 billion

P/E Ratio34.14

Dividend Yield0.92%

Beta1.05

Institutional Ownership Changes (13F Filings) for The Charles Schwab (NYSE:SCHW)

Institutional Ownership Percentage: 71.66%

Institutional Buying and Selling by Quarter

The Charles Schwab (NYSE SCHW) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
10/15/2021	AdvisorNet Financial Inc	602	$44K	0.0%	-18.9%	0.000%
10/15/2021	Intersect Capital LLC	2,807	$0.20M	0.0%	N/A	0.000%
10/15/2021	Bogart Wealth LLC	622	$45K	0.0%	+214.1%	0.000%
10/15/2021	Transform Wealth LLC	99,946	$7.28M	0.8%	+2.7%	0.006%
10/15/2021	Pacer Advisors Inc.	81,757	$5.96M	0.1%	-3.4%	0.005%
10/15/2021	Fifth Third Bancorp	106,519	$7.76M	0.0%	+13.4%	0.006%
10/15/2021	LCM Capital Management Inc	3,472	$0.25M	0.2%	-3.8%	0.000%
10/15/2021	Sheets Smith Wealth Management	6,483	$0.47M	0.1%	-4.9%	0.000%
10/15/2021	Lathrop Investment Management Corp	211,126	$15.38M	3.3%	-2.7%	0.012%
10/15/2021	Canvas Wealth Advisors LLC	10,095	$0.74M	0.3%	-4.1%	0.001%

10/15/2021	NEXT Financial Group Inc	20,308	$1.48M	0.1%	-8.2%	0.001%
10/15/2021	DNB Asset Management AS	355,742	$25.91M	0.2%	+1.8%	0.020%
10/15/2021	Sumitomo Mitsui DS Asset Management Company Ltd	91,041	$6.63M	0.2%	-0.8%	0.005%
10/15/2021	Cutler Investment Counsel LLC	213,907	$15.58M	2.5%	+0.5%	0.012%
10/14/2021	Stony Point Wealth Management Inc.	8,691	$0.63M	0.4%	N/A	0.000%
10/14/2021	Private Advisor Group LLC	67,968	$4.95M	0.0%	+44.1%	0.004%
10/14/2021	Latitude Advisors LLC	8,487	$0.62M	0.2%	+106.3%	0.000%
10/14/2021	Courier Capital LLC	33,884	$2.47M	0.2%	+3.0%	0.002%
10/14/2021	Financial Enhancement Group LLC	3,107	$0.23M	0.0%	+4.6%	0.000%
10/14/2021	TIAA FSB	29,202	$2.13M	0.0%	+5.2%	0.002%
10/14/2021	Becker Capital Management Inc.	759,127	$55.30M	2.3%	-0.7%	0.042%
10/14/2021	Appleton Partners Inc. MA	33,137	$2.41M	0.2%	-3.6%	0.002%
10/14/2021	Unigestion Holding SA	22,172	$1.67M	0.1%	+9.9%	0.001%
10/14/2021	Archford Capital Strategies LLC	8,300	$0.61M	0.1%	+12.1%	0.000%
10/14/2021	Norway Savings Bank	5,830	$0.43M	0.2%	-7.2%	0.000%
10/13/2021	Kiley Juergens Wealth Management LLC	10,717	$0.78M	0.3%	-4.4%	0.001%
10/13/2021	Crossmark Global Holdings Inc.	17,218	$0.22M	0.0%	-96.4%	0.001%
10/13/2021	Jacobs & Co. CA	158,881	$11.57M	1.3%	+0.7%	0.009%
10/13/2021	Veracity Capital LLC	5,291	$0.39M	0.2%	+66.7%	0.000%
10/13/2021	Perkins Coie Trust Co	68,169	$4.97M	1.6%	-3.3%	0.004%
10/13/2021	West Financial Advisors LLC	12,600	$0.92M	0.3%	N/A	0.001%
10/13/2021	MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH	6,786	$0.49M	0.1%	-85.4%	0.000%
10/13/2021	Gofen & Glossberg LLC IL	234,038	$17.05M	0.4%	-0.7%	0.013%
10/13/2021	Harbour Capital Advisors LLC	36,058	$2.63M	0.7%	+1.7%	0.002%
10/13/2021	Beacon Financial Group	21,873	$1.65M	0.2%	+3.8%	0.001%
10/13/2021	Thompson Investment Management Inc.	41,337	$3.01M	0.4%	-8.5%	0.002%
10/13/2021	Cypress Wealth Services LLC	4,250	$0.31M	0.1%	-5.4%	0.000%
10/13/2021	Evanson Asset Management LLC	4,094	$0.30M	0.0%	+23.4%	0.000%
10/13/2021	Parkside Advisors LLC	3,830	$0.28M	0.1%	-4.5%	0.000%
10/12/2021	Koshinski Asset Management Inc.	2,769	$0.20M	0.0%	N/A	0.000%
10/12/2021	Rosenberg Matthew Hamilton	4,899	$0.36M	0.1%	+3.7%	0.000%
10/12/2021	Focused Wealth Management Inc	1,900	$0.14M	0.0%	N/A	0.000%
10/12/2021	Violich Capital Management Inc.	10,915	$0.80M	0.1%	+13.8%	0.001%
10/12/2021	Acropolis Investment Management LLC	2,637	$0.19M	0.0%	+12.4%	0.000%
10/12/2021	Hoertkorn Richard Charles	112,515	$8.20M	3.7%	N/A	0.006%
10/12/2021	Roberts Wealth Advisors LLC	56,865	$4.14M	1.6%	N/A	0.003%
10/12/2021	Kohmann Bosshard Financial Services LLC	50,400	$3.67M	0.8%	+42.4%	0.003%
10/12/2021	IFG Advisory LLC	17,029	$1.24M	0.1%	-0.9%	0.001%
10/12/2021	Webster Bank N. A.	46,540	$3.39M	0.4%	-0.6%	0.003%
10/12/2021	Pensionfund DSM Netherlands	26,500	$1.93M	0.2%	N/A	0.001%
10/12/2021	First Midwest Bank Trust Division	10,684	$0.78M	0.1%	+6.6%	0.001%
10/12/2021	First PREMIER Bank	1,525	$0.11M	0.0%	+48.8%	0.000%
10/12/2021	American National Bank	380	$28K	0.0%	N/A	0.000%
10/12/2021	Greenhaven Associates Inc.	41,987	$3.06M	0.1%	-70.9%	0.002%
10/8/2021	Timber Creek Capital Management LLC	87,519	$6.37M	2.0%	-17.8%	0.005%
10/8/2021	Cullinan Associates Inc.	73,098	$5.32M	0.3%	+6.1%	0.004%
10/8/2021	Addenda Capital Inc.	129,668	$9.45M	0.4%	+1.7%	0.007%
10/8/2021	Veriti Management LLC	21,382	$1.56M	0.2%	+9.4%	0.001%
10/8/2021	Hall Capital Management Co. Inc.	7,138	$0.52M	0.3%	+25.5%	0.000%
10/7/2021	West Oak Capital LLC	36,845	$2.68M	1.0%	-1.6%	0.002%
10/7/2021	Moody National Bank Trust Division	201,202	$14.66M	0.2%	-0.3%	0.011%
10/7/2021	Berman Capital Advisors LLC	5,545	$0.40M	0.1%	+55.4%	0.000%
10/7/2021	Investment Research & Advisory Group Inc.	48,329	$3.54M	2.3%	+0.9%	0.003%
10/7/2021	IMS Capital Management	11,730	$0.85M	0.5%	+1.7%	0.001%
10/7/2021	State of Alaska Department of Revenue	230,317	$16.78M	0.2%	-1.0%	0.013%
10/6/2021	First Dallas Securities Inc.	8,300	$0.61M	0.4%	-37.1%	0.000%
10/6/2021	Hodges Capital Management Inc.	27,217	$1.98M	0.1%	-77.2%	0.002%
10/6/2021	Leith Wheeler Investment Counsel Ltd.	3,450	$0.25M	0.0%	-8.1%	0.000%
10/6/2021	IFP Advisors Inc	9,947	$0.73M	0.0%	+30.1%	0.001%
10/5/2021	IBM Retirement Fund	42,559	$3.10M	0.2%	-3.9%	0.002%
10/5/2021	Chesley Taft & Associates LLC	27,862	$2.03M	0.1%	-1.8%	0.002%
10/5/2021	Bremer Bank National Association	4,109	$0.30M	0.1%	-7.6%	0.000%
10/5/2021	Salvus Wealth Management LLC	36,300	$2.64M	2.2%	+1.5%	0.002%
10/4/2021	Red Spruce Capital LLC	32,657	$2.38M	1.4%	+1.1%	0.002%
10/4/2021	Thomasville National Bank	25,678	$1.87M	0.2%	-45.7%	0.001%
10/4/2021	Confluence Investment Management LLC	336,587	$24.52M	0.3%	-17.1%	0.019%
10/1/2021	First Financial Bank Trust Division	96,855	$7.06M	0.8%	+2.1%	0.005%
9/24/2021	Thrivent Financial for Lutherans	3,316,363	$241.47M	0.5%	+16.9%	0.184%
9/10/2021	Sunflower Bank N.A.	3,742	$0.27M	0.0%	N/A	0.000%
9/3/2021	Parametric Portfolio Associates LLC	4,819,657	$350.92M	0.2%	+8.6%	0.267%
9/1/2021	GoalVest Advisory LLC	3,840	$0.28M	0.2%	+7.6%	0.000%
9/1/2021	Sawtooth Solutions LLC	5,791	$0.42M	0.1%	+23.9%	0.000%
8/31/2021	Leelyn Smith LLC	4,490	$0.33M	0.1%	-52.9%	0.000%
8/30/2021	B. Metzler seel. Sohn & Co. Holding AG	154,697	$11.26M	0.2%	+37.9%	0.009%
8/26/2021	Comerica Bank	256,752	$18.25M	0.1%	-1.5%	0.014%
8/24/2021	Mariner LLC	551,188	$40.13M	0.2%	+413.5%	0.031%
8/24/2021	Veracity Capital LLC	3,174	$0.23M	0.1%	N/A	0.000%
8/21/2021	Lake Street Advisors Group LLC	8,163	$0.62M	0.0%	+3.0%	0.000%
8/20/2021	Stonebridge Capital Advisors LLC	49,327	$3.59M	0.4%	-1.9%	0.003%
8/19/2021	Thrivent Financial for Lutherans	3,309,170	$240.94M	0.6%	+16.6%	0.183%
8/19/2021	M.D. Sass Investors Services Inc.	323,464	$23.55M	3.9%	-10.1%	0.018%
8/19/2021	Advisor Resource Council	4,702	$0.34M	0.0%	N/A	0.000%
8/18/2021	Colony Group LLC	16,970	$1.24M	0.0%	-1.8%	0.001%
8/18/2021	Clarkston Capital Partners LLC	841,689	$61.28M	1.1%	+0.1%	0.047%
8/17/2021	Voya Financial Advisors Inc.	8,632	$0.63M	0.1%	-67.7%	0.000%
8/17/2021	Waddell & Associates LLC	7,136	$0.52M	0.1%	N/A	0.000%
8/17/2021	Weld Capital Management LLC	7,345	$0.54M	0.5%	N/A	0.000%
8/17/2021	Wells Fargo & Company MN	3,388,017	$246.68M	0.1%	-14.6%	0.187%
8/17/2021	Wilkinson Global Asset Management LLC	415,900	$30.28M	1.8%	-0.5%	0.023%
8/17/2021	Itau Unibanco Holding S.A.	3,200	$0.23M	0.0%	N/A	0.000%

(Data available from 1/1/2016 forward)

The Charles Schwab (NYSE:SCHW) Institutional Ownership Frequently Asked Questions

Who are the institutional owners of The Charles Schwab?: During the previous two years, 1,450 institutional investors and hedge funds held shares of The Charles Schwab. The most heavily invested institutionals were Border to Coast Pensions Partnership Ltd ($24.08B), Vanguard Group Inc. ($8.38B), BlackRock Inc. ($8.19B), Price T Rowe Associates Inc. MD ($6.04B), Dodge & Cox ($5.47B), State Street Corp ($4.77B), and Massachusetts Financial Services Co. MA ($2.47B).Learn more on SCHW's institutional investors
What percentage of The Charles Schwab stock is owned by institutional investors?: 71.66% of The Charles Schwab stock is owned by institutional investors. Learn more on SCHW's institutional investor holdings
Which institutional investors have been buying The Charles Schwab stock?: Of the 1,264 institutional investors that purchased The Charles Schwab stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Price T Rowe Associates Inc. MD ($43.34M), BlackRock Inc. ($25.67M), Norges Bank ($25.08M), Wellington Management Group LLP ($23.82M), Massachusetts Financial Services Co. MA ($16.40M), JPMorgan Chase & Co. ($16.10M), and Nuveen Asset Management LLC ($10.64M).

How much institutional buying is happening at The Charles Schwab?: Institutional investors have bought a total of 434,293,611 shares in the last 24 months. This purchase volume represents approximately $45.52B in transactions.
Which The Charles Schwab institutionals have been selling company stock?: Of the 897 institutional investors that sold The Charles Schwab stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dodge & Cox ($12.71M), Generation Investment Management LLP ($10.32M), State Street Corp ($10.27M), Route One Investment Company L.P. ($7.86M), CIBC Private Wealth Group LLC ($5.88M), Lazard Asset Management LLC ($5.36M), and Clearbridge Investments LLC ($4.66M).
How much institutional selling is happening at The Charles Schwab?: Institutional investors have sold a total of 229,033,812 shares in the last 24 months. This volume of shares sold represents approximately $52.65B in transactions.

This page was last updated on 10/16/2021 by MarketBeat.com Staff

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The Charles Schwab Institutional Ownership

Institutional Ownership Changes (13F Filings) for The Charles Schwab (NYSE:SCHW)

Institutional Buying and Selling by Quarter

The Charles Schwab (NYSE SCHW) Institutional Buying and Selling

The Charles Schwab (NYSE:SCHW) Institutional Ownership Frequently Asked Questions

Who are the institutional owners of The Charles Schwab?

What percentage of The Charles Schwab stock is owned by institutional investors?

Which institutional investors have been buying The Charles Schwab stock?

How much institutional buying is happening at The Charles Schwab?

Which The Charles Schwab institutionals have been selling company stock?

How much institutional selling is happening at The Charles Schwab?

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