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Charles Schwab (SCHW) Institutional Ownership

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$76.97 +3.12 (+4.23%)
Closing price 04/11/2025 03:59 PM Eastern
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$76.28 -0.69 (-0.89%)
As of 04/11/2025 08:00 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)
1221
Total
Institutional Inflows
(last 12 months)
$9.75B
Number of
Institutional Sellers
(last 12 months)
960
Total
Institutional Outflows
(last 12 months)
$10.47B
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SCHW Institutional Buying and Selling by Quarter

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Charles Schwab Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/11/2025Perkins Coie Trust Co68,668$5.38M1.2%-0.6%0.004%
4/11/2025Pine Haven Investment Counsel Inc41,683$3.26M2.7%-1.5%0.002%
4/11/2025Gateway Investment Advisers LLC380,920$29.82M0.3%+1.3%0.021%
4/11/2025Vanguard Capital Wealth Advisors4,950$387K0.5%-36.5%0.000%
4/11/2025Seneca House Advisors70,609$5.53M2.3%-0.3%0.004%
4/11/2025Independence Bank of Kentucky14,855$1.16M0.2%-6.7%0.001%
4/11/2025Harrington Investments INC57,063$4.47M2.5%-0.3%0.003%
4/11/2025Alliance Wealth Advisors LLC4,844$379K0.2%-9.7%0.000%
4/11/2025Hudson Valley Investment Advisors Inc. ADV62,087$4.86M0.6%+6.8%0.003%
4/11/2025Tealwood Asset Management Inc.25,263$1.98M0.9%-1.1%0.001%
4/11/2025First Affirmative Financial Network2,664$209K0.1%-14.4%0.000%
4/11/2025Impact Capital Partners LLC7,053$552K0.2%-3.1%0.000%
4/11/2025Chemistry Wealth Management LLC33,622$2.63M0.6%-1.1%0.002%
4/11/2025DHK Financial Advisors Inc.2,582$202K0.1%N/A0.000%
4/11/2025Cranbrook Wealth Management LLC451$35K0.0%-74.1%0.000%
4/11/2025SeaCrest Wealth Management LLC11,453$897K0.1%-2.6%0.001%
4/11/2025Procyon Advisors LLC6,567$514K0.0%+35.5%0.000%
4/11/2025Magnus Financial Group LLC2,697$211K0.0%N/A0.000%
4/11/2025Stablepoint Partners LLC12,229$957K0.2%-2.1%0.001%
4/11/2025Vest Financial LLC14,845$1.16M0.0%+73.5%0.001%
4/10/2025 Chatham Capital Group Inc.44,137$3.46M0.6%-1.5%0.002%
4/10/2025 Chesley Taft & Associates LLC22,873$1.79M0.1%-1.2%0.001%
4/10/2025 Salvus Wealth Management LLC74,798$5.86M3.7%+0.5%0.004%
4/10/2025 Thrive Wealth Management LLC2,839$222K0.0%-25.0%0.000%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.6,833$535K0.1%+14.0%0.000%
4/10/2025 Gilman Hill Asset Management LLC69,153$5.41M0.9%+3.2%0.004%
4/10/2025 Naples Global Advisors LLC71,642$5.61M0.5%-0.2%0.004%
4/10/2025 LS Investment Advisors LLC45,095$3.53M0.5%+41.2%0.002%
4/10/2025 Grassi Investment Management118,518$9.28M0.9%-0.2%0.007%
4/10/2025 Beacon Financial Group32,295$2.53M0.3%-0.4%0.002%
4/10/2025 Secure Asset Management LLC29,967$2.35M0.5%+19.6%0.002%
4/10/2025 Veracity Capital LLC7,859$615K0.2%-1.8%0.000%
4/10/2025 Sendero Wealth Management LLC118,785$9.30M1.3%+9.2%0.007%
4/10/2025 Benin Management CORP4,403$345K0.1%+10.1%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.57,983$4.54M0.2%+4.2%0.003%
4/10/2025 First Financial Corp IN3,174$248K0.1%-76.4%0.000%
4/10/2025 Bremer Bank National Association3,157$247K0.0%+8.2%0.000%
4/10/2025 Whipplewood Advisors LLC23,076$1.81M0.6%+3,604.0%0.001%
4/10/2025 Marshall & Sullivan Inc. WA74,986$5.87M3.0%-1.8%0.004%
4/9/2025 RFG Advisory LLC10,952$857K0.0%+11.3%0.001%
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4/9/2025 Fulton Bank N.A.9,013$706K0.0%+110.6%0.000%
4/9/2025 ST Germain D J Co. Inc.8,327$652K0.0%-13.4%0.000%
4/9/2025 Merit Financial Group LLC44,886$3.51M0.1%+33.8%0.002%
4/9/2025 Baxter Bros Inc.82,494$6.46M0.9%+43.2%0.005%
4/9/2025 O Keefe Stevens Advisory Inc.2,695$211K0.1%N/A0.000%
4/9/2025 Graves Light Lenhart Wealth Inc.2,913$228K0.0%N/A0.000%
4/9/2025 LVW Advisors LLC2,670$209K0.0%N/A0.000%
4/9/2025 Sweeney & Michel LLC6,496$509K0.2%N/A0.000%
4/9/2025 NBC Securities Inc.12,092$946K0.1%+109,827.3%0.001%
4/9/2025 Enterprise Bank & Trust Co11,596$908K0.4%+3.4%0.001%
4/9/2025 Talbot Financial LLC158,661$12.42M1.6%-2.1%0.009%
4/9/2025 Dudley & Shanley Inc.240,563$18.83M3.0%+0.1%0.013%
4/9/2025 Addenda Capital Inc.155,764$12.19M0.6%+7.3%0.009%
4/9/2025 Iowa State Bank30,265$2.37M0.5%+1.4%0.002%
4/9/2025 JTC Employer Solutions Trustee Ltd5,670$444K0.0%+141.3%0.000%
4/9/2025 Czech National Bank391,408$30.64M0.3%+20.8%0.022%
4/9/2025 Bond & Devick Financial Network Inc.3,108$243K0.1%N/A0.000%
4/9/2025 180 Wealth Advisors LLC42,870$3.36M0.5%+1.9%0.002%
4/8/2025 Rhumbline Advisers3,083,586$241.38M0.2%+11.2%0.170%
4/8/2025 Fifth Third Wealth Advisors LLC25,892$2.03M0.1%+40.6%0.001%
4/8/2025 Investors Research Corp559$44K0.0%+75.2%0.000%
4/8/2025 New Hampshire Trust6,277$491K0.1%-2.5%0.000%
4/8/2025 Advisory Alpha LLC3,020$236K0.0%-40.8%0.000%
4/8/2025 Rothschild Investment LLC20,548$1.61M0.1%-1.4%0.001%
4/8/2025 Spartan Planning & Wealth Management3,347$262K0.3%+9.2%0.000%
4/8/2025 Red Spruce Capital LLC42,180$3.30M1.5%+0.4%0.002%
4/8/2025 Parallel Advisors LLC39,272$3.07M0.1%+9.1%0.002%
4/7/2025 Tompkins Financial Corp3,588$281K0.0%-4.4%0.000%
4/7/2025 GAMMA Investing LLC2,123,110$166.20M0.0%+9,938.8%0.117%
4/7/2025 AdvisorNet Financial Inc967$76K0.0%+17.9%0.000%
4/4/2025 Webster Bank N. A.35,868$2.81M0.3%+0.8%0.002%
4/4/2025 Quent Capital LLC3,199$250K0.0%+11.8%0.000%
4/4/2025 Farmers Trust Co.2,662$208K0.0%N/A0.000%
4/4/2025 Moody National Bank Trust Division25,542$2.00M0.2%+2.4%0.001%
4/3/2025 Versant Capital Management Inc4,154$325K0.1%+171.1%0.000%
4/3/2025 Central Pacific Bank Trust Division71,002$5.56M0.8%-7.7%0.004%
4/3/2025 First Hawaiian Bank104,185$8.16M0.5%+5.2%0.006%
4/3/2025 Boston Common Asset Management LLC131,612$10.30M0.3%-45.3%0.007%
4/3/2025 Jacobs & Co. CA167,166$13.09M1.4%-0.3%0.009%
4/2/2025 Park National Corp OH318,400$24.92M0.9%-1.8%0.018%
4/2/2025 Marcum Wealth LLC10,319$808K0.1%+8.6%0.001%
4/1/2025 Cullen Investment Group LTD.23,643$1.85M0.3%N/A0.001%
4/1/2025 Modus Advisors LLC46,813$3.67M1.2%+1.2%0.003%
4/1/2025 Neville Rodie & Shaw Inc.7,050$552K0.0%+30.6%0.000%
4/1/2025 MassMutual Private Wealth & Trust FSB6,076$476K0.0%+12.0%0.000%
3/18/2025111 Capital32,940$2.44M0.5%N/A0.002%
3/17/2025Wealth Enhancement Advisory Services LLC992,019$73.42M0.1%+5.8%0.055%
3/17/2025NorthCrest Asset Manangement LLC15,188$1.12M0.0%-2.6%0.001%
3/14/2025Hara Capital LLC9,042$669K0.4%-5.9%0.000%
3/12/2025Centaurus Financial Inc.26,908$1.99M0.1%+6.0%0.001%
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3/6/2025Wood Tarver Financial Group LLC2,522$186K0.1%N/A0.000%
3/4/2025Birmingham Capital Management Co. Inc. AL16,175$1.20M0.4%-3.0%0.001%
3/4/2025Siemens Fonds Invest GmbH6,201$459K0.0%-85.2%0.000%
2/28/2025Total Wealth Planning & Management Inc.7,836$580K0.5%N/A0.000%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH1,112,705$82.35M0.2%N/A0.062%
2/27/2025Jefferies Financial Group Inc.7,921$586K0.0%-75.7%0.000%
2/27/2025Bernard Wealth Management Corp.3,719$275K0.1%N/A0.000%
2/27/2025Pinnacle Wealth Planning Services Inc.5,794$429K0.1%+10.9%0.000%
2/26/2025Bristol John W & Co. Inc. NY885,706$65.55M1.1%-2.3%0.050%
2/26/2025Capital A Wealth Management LLC5,486$406K0.7%N/A0.000%
(Data available from 1/1/2016 forward)

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SCHW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHW shares?

During the previous two years, 2,201 institutional investors and hedge funds held shares of Charles Schwab. The most heavily invested institutionals were Toronto Dominion Bank ($13.73B), Vanguard Group Inc. ($9.52B), Dodge & Cox ($6.61B), BlackRock Inc. ($5.42B), Price T Rowe Associates Inc. MD ($5.41B), State Street Corp ($4.02B), and Geode Capital Management LLC ($2.28B).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 1,962 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 ($964.85M), Norges Bank ($31.23M), Price T Rowe Associates Inc. MD ($22.32M), Massachusetts Financial Services Co. MA ($9.13M), Kovitz Investment Group Partners LLC ($8.91M), Franklin Resources Inc. ($8.05M), and Flossbach Von Storch AG ($7.15M).

How much institutional buying is happening at Charles Schwab?

Institutional investors have bought a total of 1,312,388,580 shares in the last 24 months. This purchase volume represents approximately $76.91B in transactions.

Which Charles Schwab major shareholders have been selling company stock?

Of the 1,316 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 ($64.24M), Toronto Dominion Bank ($40.75M), Price T Rowe Associates Inc. MD ($14.72M), BlackRock Inc. ($12.33M), Parnassus Investments LLC ($10.95M), Massachusetts Financial Services Co. MA ($10.47M), and Boston Partners ($9.16M).

How much institutional selling is happening at Charles Schwab?

Institutional investors have sold a total of 348,245,286 shares in the last 24 months. This volume of shares sold represents approximately $21.50B in transactions.



This page (NYSE:SCHW) was last updated on 4/14/2025 by MarketBeat.com Staff
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