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Charles Schwab (SCHW) Institutional Ownership

Charles Schwab logo
$87.51 -1.23 (-1.38%)
Closing price 06/2/2026 03:59 PM Eastern
Extended Trading
$87.08 -0.44 (-0.50%)
As of 08:24 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)
1586
Total
Institutional Inflows
(last 12 months)
$16.01B
Number of
Institutional Sellers
(last 12 months)
1140
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
6/2/2026Blue Edge Capital LLC2,198$207K0.0%N/A0.000%
6/1/2026 Integrated Investment Consultants LLC16,679$1.57M0.3%-17.5%0.001%
6/1/2026 Dala Group LLC4,019$379K0.3%N/A0.000%
6/1/2026 Keel Point LLC5,177$487K0.0%-27.4%0.000%
5/29/2026 Asset Dedication LLC3,050$287K0.0%+21.4%0.000%
5/27/2026 Alpine Woods Capital Investors LLC6,218$584K0.1%N/A0.000%
5/27/2026 Allen Capital Group LLC112,611$10.58M0.9%+3.9%0.006%
5/26/2026 Glenmede Trust Co. NA864,248$81.22M0.4%-2.0%0.050%
5/26/2026 Summit Financial Wealth Advisors LLC2,534$238K0.0%+11.0%0.000%
5/26/2026 Axiom Investment Management LLC3,228$303K0.2%N/A0.000%
5/22/2026 Summitry LLC704,917$66.25M2.3%-0.3%0.041%
5/22/2026 Groupama Asset Managment17,676$1.66M0.0%-20.8%0.001%
5/22/2026 WNY Asset Management LLC5,833$548K0.1%N/A0.000%
5/22/2026 Wellington Grp LLC1,421$134K0.0%+600.0%0.000%
5/21/2026 Argent Capital Management LLC250,749$23.57M0.7%N/A0.014%
5/21/2026 Essential Partners LLC3,180$299K0.1%-9.5%0.000%
5/21/2026 Vestor Capital LLC1,309$123K0.0%-91.4%0.000%
5/20/2026 Liontrust Investment Partners LLP1,202,648$113.03M1.6%-8.4%0.069%
5/20/2026 SOA Wealth Advisors LLC.2,631$247K0.0%+15.4%0.000%
5/19/2026 Financial Avengers Inc.140,399$13.20M6.0%-4.1%0.008%
5/19/2026 Silicon Valley Capital Partners125,968$11.84M1.2%+135,349.5%0.007%
5/19/2026 Paragon Private Wealth Management LLC12,929$1.22M0.4%-12.9%0.001%
5/19/2026 Bank of America Corp DE15,623,030$1.47B0.1%+3.5%0.898%
5/19/2026 Twin Lakes Capital Management LLC65,706$6.18M2.3%-1.2%0.004%
5/19/2026 Graney & King LLC1,129$106K0.1%+21.7%0.000%
5/19/2026 Kentucky Retirement Systems95,796$9.00M0.3%-10.6%0.006%
5/19/2026 Janus Henderson Group PLC2,074,704$194.98M0.1%-69.8%0.119%
5/19/2026 Oddo BHF Asset Management Sas36,859$3.46M0.1%N/A0.002%
5/19/2026 Bull Harbor Capital LLC4,437$417K0.1%N/A0.000%
5/19/2026 Strategic Investment Advisors MI4,018$378K0.0%N/A0.000%
5/19/2026 Ashton Thomas Securities LLC4,096$385K0.0%+5.6%0.000%
5/19/2026 Smith Group Asset Management LLC385,975$36.27M1.9%+6.9%0.022%
5/19/2026 Opal Capital LLC10,211$960K0.2%+419.1%0.001%
5/18/2026 Sunbelt Securities Inc.21,505$2.02M0.1%+1.4%0.001%
5/18/2026 Amundi5,585,640$524.94M0.1%-13.7%0.321%
5/18/2026 EverSource Wealth Advisors LLC17,843$1.68M0.1%+8.2%0.001%
5/18/2026 Empire Financial Management Company LLC5,000$470K0.1%N/A0.000%
5/18/2026 California State Teachers Retirement System2,598,908$244.25M0.3%-4.0%0.149%
5/18/2026 Regal Partners Ltd355,524$33.41M1.8%N/A0.020%
5/18/2026 Ruane Cunniff & Goldfarb L.P.4,714,780$443.10M7.4%-15.7%0.271%
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5/18/2026 East Coast Asset Management LLC.44,119$4.15M1.4%-1.9%0.003%
5/18/2026 Empowered Funds LLC205,719$19.33M0.1%+145.2%0.012%
5/18/2026 Evercore Wealth Management LLC16,493$1.55M0.0%-90.3%0.001%
5/16/2026 The Manufacturers Life Insurance Company 1,790,965$168.32M0.1%-9.4%0.103%
5/16/2026 Quantinno Capital Management LP991,262$93.16M0.2%+21.9%0.057%
5/16/2026 Clough Capital Partners L P270,966$25.47M2.4%-16.8%0.016%
5/16/2026 Polar Asset Management Partners Inc.38,685$3.64M0.1%-72.9%0.002%
5/16/2026 SummitTX Capital L.P.26,841$2.52M0.1%N/A0.002%
5/16/2026 Lazard Asset Management LLC2,863,815$269.14M0.4%+9.5%0.165%
5/16/2026 Castleark Management LLC504,053$47.37M1.6%-19.0%0.029%
5/15/2026 Gateway Wealth Partners LLC9,862$927K0.0%N/A0.001%
5/15/2026 Delta Global Management LP533,493$50.14M4.1%-6.9%0.031%
5/15/2026 Cypress Capital Group2,945$277K0.0%+4.2%0.000%
5/15/2026 OMERS ADMINISTRATION Corp129,265$12.15M0.1%+19.1%0.007%
5/15/2026 North Reef Capital Management LP350,000$32.89M1.1%N/A0.020%
5/15/2026 44 Wealth Management LLC16,548$1.56M0.5%+111.7%0.001%
5/15/2026 Van Diest Capital LLC27,296$2.57M2.0%+151.0%0.002%
5/15/2026 Bradley Foster & Sargent Inc. CT3,932$370K0.0%-9.7%0.000%
5/15/2026 Lombard Odier Asset Management Switzerland SA48,334$4.54M0.2%-0.4%0.003%
5/15/2026 Aristotle Atlantic Partners LLC4,000$376K0.0%N/A0.000%
5/15/2026 Waverly Advisors LLC127,577$11.99M0.1%+41.9%0.007%
5/15/2026 London Co. of Virginia3,569,280$335.44M2.1%-13.1%0.205%
5/15/2026 Cumberland Partners Ltd12,332$1.16M0.1%N/A0.001%
5/15/2026 Vivaldi Capital Management LP159,402$14.98M2.1%-7.2%0.009%
5/15/2026 Epoch Investment Partners Inc.229,630$21.58M0.1%-5.3%0.013%
5/15/2026 Dempze Nancy E25,643$2.41M1.3%+26.6%0.001%
5/15/2026 Bridgewater Advisors Inc.6,752$616K0.0%-2.4%0.000%
5/15/2026 Cannell & Spears LLC4,904$461K0.0%+5.0%0.000%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund2,786,512$261.88M0.4%+63.4%0.160%
5/14/2026 Dai ichi Life Insurance Company Ltd73,134$6.87M0.2%-4.2%0.004%
5/14/2026 Gabelli Funds LLC133,437$12.54M0.1%+184.6%0.008%
5/14/2026 Gamco Investors INC. ET AL30,719$2.89M0.0%+10.6%0.002%
5/14/2026 Hilltop Holdings Inc.6,125$576K0.1%-47.1%0.000%
5/14/2026 Morningstar Investment Management LLC102,422$9.63M0.6%+4.2%0.006%
5/14/2026 GC Wealth Management RIA LLC11,835$1.11M0.0%-8.1%0.001%
5/14/2026 Public Employees Retirement System of Ohio667,534$62.74M0.2%-2.0%0.038%
5/14/2026 Compound Planning Inc.20,492$1.93M0.1%-0.8%0.001%
5/14/2026 Klingman & Associates LLC8,417$791K0.0%+1.5%0.000%
5/14/2026 Keebeck Wealth Management10,487$986K0.1%+15.3%0.001%
5/14/2026 Arrowstreet Capital Limited Partnership2,952,078$277.44M0.2%-10.3%0.170%
5/14/2026 Oak Associates Ltd. OH427,975$40.22M2.7%-4.5%0.025%
5/14/2026 Cloverfields Capital Group LP71,095$6.68M2.2%-4.4%0.004%
5/14/2026 Clarkston Capital Partners LLC122,357$11.50M0.9%-81.9%0.007%
5/14/2026 Inceptionr LLC8,358$785K0.2%N/A0.000%
5/14/2026 Bowen Hanes & Co. Inc.740,788$69.62M1.7%+20.8%0.043%
5/14/2026 Bank of Nova Scotia470,918$44.26M0.1%-64.1%0.027%
5/14/2026 Gibbs Wealth Management5,594$526K0.1%+42.0%0.000%
5/14/2026 Sei Investments Co.1,924,005$180.82M0.2%+29.0%0.111%
5/14/2026 Davis R M Inc.12,845$1.21M0.0%-12.7%0.001%
5/14/2026 Lido Advisors LLC502,606$47.24M0.1%-5.7%0.029%
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5/14/2026 State of Wyoming2,205$207K0.0%N/A0.000%
5/13/2026 Cetera Investment Advisers620,584$58.32M0.1%+15.7%0.036%
5/13/2026 Coronation Fund Managers Ltd.530,439$49.85M2.3%+14.4%0.031%
5/13/2026 Mizuho Markets Cayman LP179,240$16.85M0.9%N/A0.010%
5/13/2026 Aureus Asset Management LLC605,564$56.91M3.8%-1.7%0.035%
5/13/2026 Dynamic Wealth Strategies LLC1,624$153K0.1%-29.3%0.000%
5/13/2026 Signature Equity Partners LLC901$85K0.0%-59.8%0.000%
5/13/2026 NewEdge Wealth LLC81,450$7.66M0.1%-21.3%0.005%
5/13/2026 First Citizens Bank & Trust Co.17,308$1.63M0.0%-3.6%0.001%
5/13/2026 CI Investments Inc.60,077$5.65M0.0%-0.8%0.003%


SCHW Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,477 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 2,139 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 168,364,660 shares in the last 24 months. This purchase volume represents approximately $16.01B in transactions.

Of the 1,140 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 142,714,979 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 6/3/2026 by MarketBeat.com Staff.
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