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Charles Schwab (SCHW) Institutional Ownership

Charles Schwab logo
$74.31 +0.69 (+0.94%)
(As of 12/20/2024 05:45 PM ET)
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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)
1117
Total
Institutional Inflows
(last 12 months)
$7.12B
Number of
Institutional Sellers
(last 12 months)
835
Total
Institutional Outflows
(last 12 months)
$8.02B
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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
12/13/2024 Lord Abbett & CO. LLC3,967,831$257.16M0.8%-0.8%0.223%
12/13/2024 B. Riley Wealth Advisors Inc.43,784$2.80M0.1%+75.4%0.002%
12/11/2024 1ST Source Bank23,760$1.54M0.1%-2.5%0.001%
12/10/2024 Birmingham Capital Management Co. Inc. AL16,675$1.08M0.4%-5.9%0.001%
12/6/2024 Retirement Systems of Alabama1,111,755$72.05M0.3%-1.0%0.062%
12/3/2024 Denver PWM LLC4,366$283K0.1%-5.7%0.000%
11/29/2024 American Trust43,338$2.81M0.2%-22.8%0.002%
11/27/2024 Franklin Resources Inc.24,261,234$1.64B0.5%+15.0%1.363%
11/26/2024 Asset Advisors Investment Management LLC166,207$10.77M1.1%-4.5%0.009%
11/26/2024 Peapack Gladstone Financial Corp262,079$16.99M0.2%-7.9%0.015%
11/25/2024 Synovus Financial Corp67,889$4.40M0.1%+46.0%0.004%
11/25/2024 Tidal Investments LLC119,185$7.72M0.1%+8.4%0.007%
11/25/2024 Destination Wealth Management16,830$1.09M0.0%-95.0%0.001%
11/25/2024 Wilmington Savings Fund Society FSB74,073$4.80M0.1%+69.0%0.004%
11/25/2024 Sfmg LLC58,542$3.79M0.3%+2.5%0.003%
11/25/2024 World Investment Advisors LLC142,124$9.21M0.2%N/A0.008%
11/25/2024 Sanctuary Advisors LLC194,426$12.60M0.1%-15.8%0.011%
11/22/2024 Sculati Wealth Management LLC42,988$2.79M1.1%+0.7%0.002%
11/21/2024 Anchor Investment Management LLC36,229$2.35M0.2%+11.2%0.002%
11/20/2024 Bard Financial Services Inc.31,275$2.03M0.2%-6.0%0.002%
11/19/2024 Citizens Business Bank64,948$4.21M0.9%-0.8%0.004%
11/19/2024 M&T Bank Corp339,902$22.03M0.1%-23.6%0.019%
11/19/2024 TCW Group Inc.50,574$3.28M0.0%-43.0%0.003%
11/18/2024 TD Private Client Wealth LLC5,601$363K0.0%-50.6%0.000%
11/18/2024 Hobbs Group Advisors LLC696$45K0.0%-87.8%0.000%
11/18/2024 Arete Wealth Advisors LLC4,949$321K0.0%-21.4%0.000%
11/18/2024 Teachers Retirement System of The State of Kentucky111,984$7.26M0.1%-54.1%0.006%
11/18/2024 Sunbelt Securities Inc.10,950$710K0.1%+4.8%0.001%
11/18/2024 Toronto Dominion Bank185,425,391$12.02B21.2%-17.9%10.419%
11/18/2024 Financial Avengers Inc.167,934$10.88M5.4%-0.3%0.009%
11/18/2024 Coldstream Capital Management Inc.19,277$1.28M0.0%+3.5%0.001%
11/18/2024 Twin Lakes Capital Management LLC69,931$4.53M2.5%-1.3%0.004%
11/18/2024 First Dallas Securities Inc.18,463$1.20M0.5%-23.1%0.001%
11/16/2024 Geode Capital Management LLC30,141,441$1.95B0.2%+1.5%1.694%
11/15/2024 MidWestOne Financial Group Inc.22,899$1.48M0.2%-7.9%0.001%
11/15/2024 Greenwood Gearhart Inc.162,885$10.56M0.9%+9.3%0.009%
11/15/2024 3Chopt Investment Partners LLC29,442$1.91M0.7%-10.3%0.002%
11/15/2024 Brophy Wealth Management LLC9,655$626K0.2%N/A0.001%
11/15/2024 M&T Bank Corp339,902$22.03M0.1%-23.6%0.019%
11/15/2024 Nabity Jensen Investment Management Inc11,102$720K0.6%N/A0.001%
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11/15/2024 Continuum Advisory LLC8,554$554K0.1%+3.8%0.000%
11/15/2024 LRI Investments LLC2,271$147K0.0%+9.8%0.000%
11/15/2024 Geller Advisors LLC7,111$461K0.0%-3.3%0.000%
11/15/2024 Drucker Wealth 3.0 LLC40,117$2.60M0.6%+1.9%0.002%
11/15/2024 Public Employees Retirement System of Ohio665,111$43.11M0.2%-0.8%0.037%
11/15/2024 SGL Investment Advisors Inc.38,039$2.47M1.3%N/A0.002%
11/15/2024 Nomura Asset Management Co. Ltd.865,919$56.12M0.2%+11.5%0.049%
11/15/2024 Y Intercept Hong Kong Ltd20,728$1.34M0.1%+125.5%0.001%
11/15/2024 MML Investors Services LLC585,308$37.93M0.1%+11.9%0.033%
11/15/2024 Hodges Capital Management Inc.28,556$1.85M0.1%-35.9%0.002%
11/15/2024 Anson Funds Management LP35,000$2.27M0.1%N/A0.002%
11/15/2024 Orion Portfolio Solutions LLC122,065$7.91M0.2%+0.5%0.007%
11/15/2024 iSAM Funds UK Ltd5,314$344K0.2%N/A0.000%
11/15/2024 National Bank of Canada FI768,714$49.82M0.1%+52.1%0.043%
11/15/2024 iA Global Asset Management Inc.7,795$505K0.0%-95.9%0.000%
11/15/2024 EP Wealth Advisors LLC26,676$1.73M0.0%-3.3%0.001%
11/15/2024 United Services Automobile Association34,643$2.25M0.1%-18.1%0.002%
11/15/2024 Kovitz Investment Group Partners LLC2,421,708$155.20M1.0%+2.4%0.136%
11/15/2024 Voya Financial Advisors Inc.55,636$3.58M0.4%+3.0%0.003%
11/15/2024 Wellington Management Group LLP2,916,988$189.05M0.0%-70.4%0.164%
11/15/2024 Worldquant Millennium Advisors LLC383,327$24.84M0.2%N/A0.022%
11/15/2024 Two Sigma Advisers LP1,339,995$86.85M0.2%N/A0.075%
11/15/2024 State Street Corp62,076,447$4.02B0.2%+0.7%3.488%
11/15/2024 Stifel Financial Corp846,497$54.86M0.1%-19.4%0.048%
11/15/2024 SageView Advisory Group LLC18,492$1.20M0.1%-25.3%0.001%
11/15/2024 Quadrature Capital Ltd103,025$6.68M0.2%N/A0.006%
11/15/2024 Quantinno Capital Management LP53,957$3.50M0.0%-37.2%0.003%
11/15/2024 Quarry LP3,018$196K0.1%+80.7%0.000%
11/15/2024 Royal London Asset Management Ltd.1,182,908$76.66M0.2%+4.5%0.066%
11/15/2024 Prana Capital Management LP609,737$39.52M1.8%-29.8%0.034%
11/15/2024 Mission Creek Capital Partners Inc.12,427$805K0.2%-10.7%0.001%
11/15/2024 Motley Fool Asset Management LLC73,616$4.71M0.3%+3.6%0.004%
11/15/2024 IHT Wealth Management LLC7,501$485K0.0%-6.3%0.000%
11/15/2024 Integrated Wealth Concepts LLC11,892$771K0.0%-30.3%0.001%
11/15/2024 Investment Management Corp of Ontario50,252$3.26M0.1%+49.3%0.003%
11/15/2024 Jacobs Levy Equity Management Inc.96,577$6.26M0.0%+266.3%0.005%
11/15/2024 Janus Henderson Group PLC6,623,387$429.26M0.2%-19.4%0.372%
11/15/2024 Harber Asset Management LLC237,815$15.41M4.6%-12.2%0.013%
11/15/2024 Hilltop Holdings Inc.12,647$820K0.1%+71.4%0.001%
11/15/2024 Holocene Advisors LP233,516$15.13M0.1%-73.5%0.013%
11/15/2024 Chevy Chase Trust Holdings LLC813,878$52.75M0.2%-1.7%0.046%
11/15/2024 Coastwise Capital Group LLC6,050$392K0.3%+17.6%0.000%
11/15/2024 Ascent Group LLC87,276$5.66M0.4%+8.3%0.005%
11/15/2024 Benjamin Edwards Inc.6,146$398K0.0%+2,840.7%0.000%
11/15/2024 Aureus Asset Management LLC682,136$44.21M2.9%+2.4%0.038%
11/15/2024 Azora Capital LP187,004$12.12M0.7%N/A0.011%
11/15/2024 Bamco Inc. NY7,269,280$471.12M1.3%-1.4%0.408%
11/15/2024 Basswood Capital Management L.L.C.146,467$9.49M0.5%-43.3%0.008%
11/15/2024 Kestra Investment Management LLC3,116$202K0.0%N/A0.000%
11/15/2024 Point72 Hong Kong Ltd106,895$6.93M0.5%+4,584.3%0.006%
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11/15/2024 Paradigm Capital Management LLC NV8,275$536K0.5%N/A0.000%
11/14/2024 Morton Community Bank8,632$559K0.1%-20.6%0.000%
11/14/2024 Timber Creek Capital Management LLC117,250$7.60M2.1%+1.9%0.007%
11/14/2024 Semmax Financial Advisors Inc.67,307$4.36M1.2%+17.1%0.004%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp994,252$64.44M0.4%+34.0%0.056%
11/14/2024 Edgestream Partners L.P.119,269$7.73M0.3%N/A0.007%
11/14/2024 Ironwood Investment Counsel LLC129,333$8.38M1.4%-0.1%0.007%
11/14/2024 Caisse DE Depot ET Placement DU Quebec1,099,801$71.28M0.1%+141.5%0.062%
11/14/2024 Circle Wealth Management LLC7,293$473K0.0%-14.0%0.000%
11/14/2024 Covey Capital Advisors LLC23,271$1.51M1.7%-2.5%0.001%
(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, 2,082 institutional investors and hedge funds held shares of Charles Schwab. The most heavily invested institutionals were Toronto Dominion Bank ($12.02B), Vanguard Group Inc. ($8.75B), BlackRock Inc. ($5.42B), Price T Rowe Associates Inc. MD ($5.23B), Dodge & Cox ($4.11B), State Street Corp ($4.02B), and Geode Capital Management LLC ($1.95B).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 1,835 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), Norges Bank ($13.81M), Massachusetts Financial Services Co. MA ($9.13M), CIBC Private Wealth Group LLC ($8.68M), and Flossbach Von Storch AG ($8.05M).

How much institutional buying is happening at Charles Schwab?

Institutional investors have bought a total of 1,476,866,305 shares in the last 24 months. This purchase volume represents approximately $91.40B in transactions.

Which Charles Schwab major shareholders have been selling company stock?

Of the 1,245 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 ($63.55M), Toronto Dominion Bank ($40.75M), Parnassus Investments LLC ($12.35M), BlackRock Inc. ($12.33M), Price T Rowe Associates Inc. MD ($10.94M), Boston Partners ($9.51M), and Baillie Gifford & Co. ($8.62M).

How much institutional selling is happening at Charles Schwab?

Institutional investors have sold a total of 329,516,101 shares in the last 24 months. This volume of shares sold represents approximately $20.43B in transactions.


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This page (NYSE:SCHW) was last updated on 12/21/2024 by MarketBeat.com Staff
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