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Charles Schwab (SCHW) Institutional Ownership

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$91.96 -1.08 (-1.16%)
Closing price 07/11/2025 03:59 PM Eastern
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$91.76 -0.20 (-0.22%)
As of 07/11/2025 07:46 PM Eastern
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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)
1381
Total
Institutional Inflows
(last 12 months)
$17.24B
Number of
Institutional Sellers
(last 12 months)
1044
Total
Institutional Outflows
(last 12 months)
$10.67B
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SCHW Institutional Buying and Selling by Quarter

Charles Schwab Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Annex Advisory Services LLC2,223$203K0.0%N/A0.000%
7/11/2025Bond & Devick Financial Network Inc.2,532$231K0.1%-18.5%0.000%
7/11/2025Coastwise Capital Group LLC4,751$434K0.3%-5.8%0.000%
7/11/2025Meriwether Wealth & Planning LLC17,321$1.58M1.0%-2.2%0.001%
7/11/2025Capital Advantage Inc.11,088$1.01M0.2%+36.7%0.001%
7/11/2025Farther Finance Advisors LLC16,952$1.55M0.0%+18.8%0.001%
7/11/2025Wedge Capital Management L L P NC3,032$277K0.0%-7.4%0.000%
7/11/2025Busey Bank223,251$20.37M0.6%-1.9%0.012%
7/11/2025Silver Oak Securities Incorporated4,093$373K0.0%+7.2%0.000%
7/11/2025CX Institutional132,578$12.10M0.4%-26.7%0.007%
7/11/2025 UMB Bank n.a.21,349$1.95M0.0%+1.9%0.001%
7/11/2025Marshall & Sullivan Inc. WA74,042$6.76M3.2%-1.3%0.004%
7/11/2025Wright Investors Service Inc.17,746$1.62M0.5%N/A0.001%
7/11/2025Thomasville National Bank11,204$1.02M0.1%-1.3%0.001%
7/11/2025SeaCrest Wealth Management LLC9,108$831K0.1%-20.5%0.001%
7/11/2025Perpetual Ltd11,277$1.03M0.0%-1.5%0.001%
7/11/2025TCV Trust & Wealth Management Inc.2,582$236K0.0%-16.2%0.000%
7/11/2025Kingstone Capital Partners Texas LLC1,075,619$98.14M0.0%N/A0.059%
7/11/2025IFM Investors Pty Ltd333,109$30.39M0.3%+4.6%0.018%
7/11/2025Grove Bank & Trust2,746$251K0.0%+15.1%0.000%
7/10/2025 Perkins Coie Trust Co59,328$5.41M0.9%-13.6%0.003%
7/10/2025 Arkfeld Wealth Strategies L.L.C.2,640$244K0.1%N/A0.000%
7/10/2025 Kozak & Associates Inc.32,107$2.96M0.6%-2.4%0.002%
7/10/2025 Trust Point Inc.7,382$674K0.1%+27.0%0.000%
7/10/2025 Worth Asset Management LLC13,052$1.19M0.6%N/A0.001%
7/10/2025 Moody National Bank Trust Division24,138$2.20M0.2%-5.5%0.001%
7/10/2025 HF Advisory Group LLC36,203$3.30M1.3%-4.7%0.002%
7/10/2025 Rockland Trust Co.241,620$22.05M1.1%+5,141.2%0.013%
7/10/2025 Redhawk Wealth Advisors Inc.2,460$224K0.0%-22.1%0.000%
7/10/2025 Ferguson Wellman Capital Management Inc.2,691$246K0.0%-55.6%0.000%
7/10/2025 Bright Rock Capital Management LLC125,000$11.41M2.3%N/A0.007%
7/10/2025 Marshall Financial Group LLC3,115$288K0.1%-8.4%0.000%
7/10/2025 Fulton Bank N.A.8,325$760K0.0%-7.6%0.000%
7/10/2025 NorthCrest Asset Manangement LLC17,430$1.59M0.0%-1.7%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC1,113,723$101.88M0.2%+2.4%0.061%
7/10/2025 Mn Services Vermogensbeheer B.V.644,000$58.76M0.4%+16.8%0.035%
7/10/2025 Wedmont Private Capital16,948$1.57M0.1%+3.9%0.001%
7/10/2025 Swedbank AB755,020$68.89M0.1%+16.0%0.042%
7/10/2025 Secure Asset Management LLC29,415$2.68M0.5%-1.8%0.002%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd224,140$20.45M0.2%+5.1%0.012%
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7/10/2025 Brooklyn FI LLC2,344$214K0.1%N/A0.000%
7/10/2025 Focus Financial Network Inc.19,252$1.76M0.1%+1.1%0.001%
7/9/2025 Sivia Capital Partners LLC4,553$415K0.1%+21.6%0.000%
7/9/2025 Dynamic Advisor Solutions LLC18,983$1.73M0.1%+45.6%0.001%
7/9/2025 Gilman Hill Asset Management LLC69,519$6.34M1.0%+0.5%0.004%
7/9/2025 Lincoln Capital Corp62,343$5.69M2.2%+0.7%0.003%
7/9/2025 Radnor Capital Management LLC84,650$7.72M1.2%-4.3%0.005%
7/9/2025 Bruce G. Allen Investments LLC2,343$214K0.2%-26.4%0.000%
7/9/2025 DLK Investment Management LLC58,919$5.38M2.0%-0.3%0.003%
7/9/2025 Pines Wealth Management LLC2,861$262K0.1%N/A0.000%
7/9/2025 Chesley Taft & Associates LLC23,623$2.16M0.1%+3.3%0.001%
7/9/2025 Sunpointe LLC4,712$430K0.2%N/A0.000%
7/9/2025 Procyon Advisors LLC3,186$291K0.0%-51.5%0.000%
7/9/2025 Graves Light Lenhart Wealth Inc.2,518$230K0.0%-13.6%0.000%
7/9/2025 Pallas Capital Advisors LLC15,435$1.41M0.1%-14.2%0.001%
7/9/2025 Affinity Capital Advisors LLC4,164$380K0.1%-20.1%0.000%
7/9/2025 Gateway Investment Advisers LLC376,935$34.39M0.4%-1.0%0.021%
7/9/2025 Baron Wealth Management LLC3,951$360K0.1%+8.5%0.000%
7/9/2025 Goelzer Investment Management Inc.41,021$3.74M0.2%-2.2%0.002%
7/9/2025 Seneca House Advisors60,571$5.53M2.3%-14.2%0.003%
7/9/2025 Aaron Wealth Advisors LLC18,814$1.72M0.2%+7.9%0.001%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.275,080$25.10M1.5%+3.1%0.015%
7/9/2025 Balefire LLC14,017$1.28M0.3%-56.8%0.001%
7/9/2025 Krilogy Financial LLC24,330$2.22M0.1%+16.8%0.001%
7/9/2025 Fiduciary Alliance LLC5,032$459K0.0%+24.5%0.000%
7/9/2025 Triumph Capital Management3,897$356K0.1%+6.9%0.000%
7/9/2025 Central Bank & Trust Co.37,291$3.40M0.6%-4.5%0.002%
7/9/2025 Dudley & Shanley Inc.240,963$21.99M3.5%+0.2%0.013%
7/9/2025 Czech National Bank417,484$38.09M0.3%+6.7%0.023%
7/9/2025 Svenska Handelsbanken AB publ 56,230$5.13M4.8%+358.1%0.003%
7/9/2025 First Financial Corp IN906$83K0.0%-71.5%0.000%
7/9/2025 MassMutual Private Wealth & Trust FSB6,536$596K0.0%+7.6%0.000%
7/8/2025 Everpar Advisors LLC3,268$298K0.1%+8.3%0.000%
7/8/2025 Chemistry Wealth Management LLC33,416$3.05M0.7%-0.6%0.002%
7/8/2025 Avity Investment Management Inc.2,200$201K0.0%N/A0.000%
7/8/2025 Atwood & Palmer Inc.2,313$211K0.0%+639.0%0.000%
7/8/2025 Webster Bank N. A.35,462$3.24M0.3%-1.1%0.002%
7/8/2025 Canandaigua National Trust Co of Florida10,361$945K0.7%-19.3%0.001%
7/8/2025 Allen Mooney & Barnes Investment Advisors LLC181,949$16.60M2.7%-0.8%0.010%
7/8/2025 Canandaigua National Bank & Trust Co.29,484$2.69M0.2%-12.5%0.002%
7/8/2025 RMR Wealth Builders7,732$705K0.1%+3.2%0.000%
7/8/2025 Bard Financial Services Inc.30,775$2.81M0.3%-1.6%0.002%
7/8/2025 Red Spruce Capital LLC41,717$3.81M1.6%-1.1%0.002%
7/8/2025 Parallel Advisors LLC38,710$3.53M0.1%-1.4%0.002%
7/7/2025 Hoertkorn Richard Charles90,105$8.22M3.5%-1.4%0.005%
7/7/2025 Hedges Asset Management LLC9,500$867K0.7%-52.5%0.001%
7/7/2025 Teamwork Financial Advisors LLC2,239$204K0.0%N/A0.000%
7/7/2025 Enterprise Bank & Trust Co12,006$1.10M0.4%+3.5%0.001%
7/7/2025 Modus Advisors LLC47,206$4.31M1.3%+0.8%0.003%
7/7/2025 Armstrong Henry H Associates Inc.6,091$556K0.1%-42.5%0.000%
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7/7/2025 Thurston Springer Miller Herd & Titak Inc.7,049$643K0.1%+3.2%0.000%
7/7/2025 Centurion Wealth Management LLC6,300$575K0.2%-5.4%0.000%
7/7/2025 Douglas Lane & Associates LLC2,652$242K0.0%N/A0.000%
7/7/2025 Wilson & Boucher Capital Management LLC18,900$1.72M1.2%-3.1%0.001%
7/7/2025 RDA Financial Network2,929$267K0.1%N/A0.000%
7/3/2025 Fiduciary Financial Group LLC47,253$4.31M0.8%-5.8%0.003%
7/2/2025 Michael S. Ryan Inc.6,437$587K0.4%+7.3%0.000%
7/2/2025 Norway Savings Bank3,525$322K0.2%-5.0%0.000%
7/2/2025 Crumly & Associates Inc.9,027$824K0.2%-2.0%0.000%
7/2/2025 Jacobs & Co. CA162,899$14.86M1.5%-2.6%0.009%
(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, 2,253 institutional investors and hedge funds held shares of Charles Schwab. The most heavily invested institutionals were Toronto Dominion Bank ($13.73B), Vanguard Group Inc. ($11.62B), Dodge & Cox ($6.95B), Price T Rowe Associates Inc. MD ($6.42B), BlackRock Inc. ($5.42B), State Street Corp ($4.02B), and Geode Capital Management LLC ($2.28B).Learn more on Charles Schwab's institutional investors.

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

84.38% of Charles Schwab's stock is owned by institutional investors. Learn more on SCHW's institutional investor holdings.

Which institutional investors have been buying Charles Schwab's stock?

Of the 1,972 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: Bank Julius Baer & Co. Ltd Zurich ($964.95M), Norges Bank ($31.23M), Price T Rowe Associates Inc. MD ($29.27M), Vanguard Group Inc. ($22.31M), Wellington Management Group LLP ($14.64M), Primecap Management Co. CA ($12.97M), and Boston Partners ($9.45M).

How much institutional buying is happening at Charles Schwab?

Institutional investors have bought a total of 228,463,685 shares in the last 24 months. This purchase volume represents approximately $17.24B in transactions.

Which of Charles Schwab's major shareholders have been selling company stock?

Of the 1,041 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: Toronto Dominion Bank ($40.66M), Price T Rowe Associates Inc. MD ($14.72M), Massachusetts Financial Services Co. MA ($11.94M), Kovitz Investment Group Partners LLC ($8.32M), Wellington Management Group LLP ($7.63M), Nuveen Asset Management LLC ($6.63M), and Van ECK Associates Corp ($2.91M).

How much institutional selling is happening at Charles Schwab?

Institutional investors have sold a total of 150,320,180 shares in the last 24 months. This volume of shares sold represents approximately $10.67B in transactions.



This page (NYSE:SCHW) was last updated on 7/12/2025 by MarketBeat.com Staff
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