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Charles Schwab (SCHW) Institutional Ownership

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$90.66 -0.37 (-0.40%)
As of 02:54 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)
1537
Total
Institutional Inflows
(last 12 months)
$22.70B
Number of
Institutional Sellers
(last 12 months)
1094
Total
Institutional Outflows
(last 12 months)
$11.98B
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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
9/12/2025 Valeo Financial Advisors LLC38,726$3.53M0.1%+0.3%0.002%
9/5/2025 Prospera Capital Management LLC2,332$213K0.1%N/A0.000%
9/4/2025 Osaic Holdings Inc.368,451$33.40M0.1%+11.1%0.020%
9/3/2025 Q3 Asset Management34,070$3.11M1.1%N/A0.002%
8/29/2025 Centaurus Financial Inc.26,161$2.39M0.1%-2.6%0.001%
8/28/2025 Prospera Capital Management LLC2,369$216K0.1%N/A0.000%
8/27/2025 Orion Porfolio Solutions LLC176,485$16.10M0.1%+16.6%0.010%
8/26/2025 Provident Investment Management Inc.620,853$56.65M4.8%-0.4%0.034%
8/26/2025 Thrivent Financial for Lutherans2,378,672$216.96M0.5%+14.5%0.131%
8/26/2025 MASTERINVEST Kapitalanlage GmbH42,480$3.88M0.4%N/A0.002%
8/22/2025 Stance Capital LLC14,882$1.36M0.5%N/A0.001%
8/20/2025 Kentucky Retirement Systems106,199$9.69M0.3%-6.1%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund45,072$4.11M0.3%-6.5%0.002%
8/20/2025 Coppell Advisory Solutions LLC40,058$3.60M0.4%+251.8%0.002%
8/19/2025 B. Riley Wealth Advisors Inc.16,893$1.54M0.1%N/A0.001%
8/19/2025 Cape Investment Advisory Inc.26,043$2.38M0.9%+4.7%0.001%
8/19/2025 Advisory Services Network LLC22,208$2.17M0.0%-3.6%0.001%
8/19/2025 Anchor Investment Management LLC31,336$2.86M0.3%+6.3%0.002%
8/19/2025 Asset Dedication LLC2,824$258K0.0%+13.4%0.000%
8/19/2025 Liontrust Investment Partners LLP1,508,269$137.61M2.0%-6.0%0.083%
8/19/2025 Hohimer Wealth Management LLC9,389$857K0.2%+1.4%0.001%
8/19/2025 Pitcairn Co.9,906$904K0.1%-5.5%0.001%
8/18/2025 Tactive Advisors LLC4,889$446K0.1%N/A0.000%
8/18/2025 N.E.W. Advisory Services LLC8,635$788K0.1%+13.9%0.000%
8/18/2025 Geneos Wealth Management Inc.98,584$9.00M0.2%+4.8%0.005%
8/18/2025 Kestra Investment Management LLC22,538$2.06M0.1%+4,425.7%0.001%
8/18/2025 Caxton Associates LLP3,267$298K0.0%N/A0.000%
8/18/2025 Castleark Management LLC342,240$31.23M0.9%+3,556.4%0.019%
8/18/2025 Wellington Capital Management Inc.6,390$583K0.8%N/A0.000%
8/18/2025 Rexford Capital Inc.1,651$151K0.1%N/A0.000%
8/16/2025 Public Sector Pension Investment Board403,517$36.82M0.2%-11.4%0.022%
8/16/2025 FORA Capital LLC52,261$4.77M0.5%N/A0.003%
8/16/2025 Winslow Asset Management Inc.160,138$14.61M2.9%+0.6%0.009%
8/16/2025 Evergreen Capital Management LLC99,702$9.10M0.3%-11.4%0.005%
8/16/2025 Headlands Technologies LLC9,360$854K0.1%-58.3%0.001%
8/15/2025 CANADA LIFE ASSURANCE Co1,245,036$113.65M0.2%-0.2%0.069%
8/15/2025 44 Wealth Management LLC11,041$1.01M0.4%N/A0.001%
8/15/2025 Tower Research Capital LLC TRC 68,546$6.25M0.2%+23.1%0.004%
8/15/2025 MUFG Securities EMEA plc5,047$460K0.0%N/A0.000%
8/15/2025 Semmax Financial Advisors Inc.58,410$5.69M1.5%-4.7%0.003%
8/15/2025 Corient Private Wealth LLC1,477,391$134.84M0.2%+83.0%0.081%
8/15/2025 Equitable Holdings Inc.77,569$7.08M0.1%-54.8%0.004%
8/15/2025 Florida Financial Advisors LLC3,387$309K0.1%N/A0.000%
8/15/2025 State of Tennessee Department of Treasury630,886$57.56M0.2%+2.3%0.035%
8/15/2025 E Fund Management Co. Ltd.4,328$395K0.0%-2.7%0.000%
8/15/2025 FSB Premier Wealth Management Inc.34,002$3.10M1.1%+13.6%0.002%
8/15/2025 Stonebridge Capital Advisors LLC39,107$3.57M0.3%-5.5%0.002%
8/15/2025 Captrust Financial Advisors291,020$26.55M0.1%+2.9%0.016%
8/15/2025 Keel Point LLC8,702$794K0.1%+31.0%0.000%
8/15/2025 Montag & Caldwell LLC149,635$13.65M3.0%-4.7%0.008%
8/15/2025 WFA of San Diego LLC1,736$158K0.1%N/A0.000%
8/15/2025 Lantern Wealth Advisors LLC60,189$5.49M3.1%N/A0.003%
8/15/2025 Vident Advisory LLC323,063$29.48M0.3%+461.0%0.018%
8/15/2025 Voleon Capital Management LP108,877$9.93M0.5%+1,477.2%0.006%
8/15/2025 Voya Financial Advisors Inc.59,243$5.33M0.5%+3.9%0.003%
8/15/2025 Two Sigma Securities LLC13,245$1.21M0.1%+205.5%0.001%
8/15/2025 Teewinot Capital Advisers L.L.C.447,027$40.79M3.4%+894.9%0.025%
8/15/2025 Teza Capital Management LLC2,380$217K0.2%N/A0.000%
8/15/2025 Tidal Investments LLC129,115$11.78M0.1%+11.8%0.007%
8/15/2025 Sherman Asset Management Inc.1,214$111K0.1%-19.7%0.000%
8/15/2025 Smartleaf Asset Management LLC13,592$1.22M0.1%-13.8%0.001%
8/15/2025 Snowden Capital Advisors LLC154,572$14.10M0.4%-0.6%0.009%
8/15/2025 Royal London Asset Management Ltd.1,288,327$117.55M0.3%+0.5%0.071%
8/15/2025 Rafferty Asset Management LLC567,863$51.81M0.2%+1.6%0.031%
8/15/2025 Route One Investment Company L.P.2,515,343$229.50M10.0%-25.4%0.139%
8/15/2025 Ruane Cunniff & Goldfarb L.P.6,598,822$602.08M10.3%-2.4%0.364%
8/15/2025 Orion Porfolio Solutions LLC176,451$16.10M0.1%+16.6%0.010%
8/15/2025 Par Capital Management Inc.909,000$82.94M2.7%+0.4%0.050%
8/15/2025 Park Presidio Capital LLC968,852$88.40M9.4%+166.2%0.053%
8/15/2025 MML Investors Services LLC653,419$59.62M0.2%+5.1%0.036%
8/15/2025 Moore Capital Management LP390,880$35.66M0.4%+20.7%0.022%
8/15/2025 Man Group plc538,360$49.12M0.1%+56.4%0.030%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.90,842$8.29M0.4%-20.8%0.005%
8/15/2025 Mission Creek Capital Partners Inc.3,860$352K0.1%-54.5%0.000%
8/15/2025 Modern Wealth Management LLC7,083$646K0.0%-2.4%0.000%
8/15/2025 Lazard Asset Management LLC6,889,739$628.62M0.9%-7.2%0.380%
8/15/2025 London Co. of Virginia4,323,063$394.44M2.2%-2.4%0.238%
8/15/2025 Hara Capital LLC3,078$281K0.2%-63.0%0.000%
8/15/2025 Holocene Advisors LP1,547,835$141.22M0.3%+34.3%0.085%
8/15/2025 Hyperion Capital Advisors LP101,936$9.30M5.8%-13.8%0.006%
8/15/2025 ICONIQ Capital LLC10,868$992K0.0%+36.1%0.001%
8/15/2025 IHT Wealth Management LLC7,203$657K0.0%-2.1%0.000%
8/15/2025 GCM Grosvenor Holdings LLC192,833$17.59M2.5%-8.6%0.011%
8/15/2025 Gallagher Fiduciary Advisors LLC2,569$234K0.0%N/A0.000%
8/15/2025 EP Wealth Advisors LLC39,425$3.60M0.0%+2.9%0.002%
8/15/2025 Engineers Gate Manager LP166,500$15.19M0.2%+167.4%0.009%
8/15/2025 Curi Capital LLC172,348$15.73M0.3%-2.9%0.009%
8/15/2025 Beck Mack & Oliver LLC2,104,071$191.98M3.7%-3.1%0.116%
8/15/2025 Benjamin Edwards Inc.7,033$642K0.0%+9.4%0.000%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S93,979$8.58M0.1%+15.8%0.005%
8/15/2025 Boothbay Fund Management LLC49,648$4.53M0.1%N/A0.003%
8/15/2025 Bridgeway Capital Management LLC29,120$2.66M0.1%N/A0.002%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp271,449$24.77M0.1%-17.6%0.015%
8/15/2025 Bamco Inc. NY7,051,368$643.37M1.7%-2.4%0.388%
8/15/2025 Adage Capital Partners GP L.L.C.1,914,339$174.66M0.3%-12.3%0.105%
8/15/2025 Ameriprise Financial Inc.9,162,235$836.00M0.2%-6.1%0.505%
8/15/2025 AQR Capital Management LLC2,549,953$231.66M0.2%+8.1%0.140%
8/14/2025 CTC Alternative Strategies Ltd.6,302$575K0.5%N/A0.000%
8/14/2025 Basswood Capital Management L.L.C.470,579$42.94M2.0%-10.6%0.026%
8/14/2025 Lighthouse Investment Partners LLC89,577$8.17M0.3%-35.8%0.005%
(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, 2,274 institutional investors and hedge funds held shares of Charles Schwab. The most heavily invested institutionals were Vanguard Group Inc. ($13.79B), Toronto Dominion Bank ($13.73B), Dodge & Cox ($7.70B), State Street Corp ($6.61B), Price T Rowe Associates Inc. MD ($6.42B), Geode Capital Management LLC ($3.40B), and Franklin Resources Inc. ($2.74B).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 1,982 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 ($51.95M), Price T Rowe Associates Inc. MD ($29.27M), Vanguard Group Inc. ($25.10M), Primecap Management Co. CA ($18.00M), Wellington Management Group LLP ($14.64M), Boston Partners ($9.45M), and Massachusetts Financial Services Co. MA ($9.13M).

How much institutional buying is happening at Charles Schwab?

Institutional investors have bought a total of 286,832,689 shares in the last 24 months. This purchase volume represents approximately $22.70B in transactions.

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

Of the 1,094 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 ($40.54M), Price T Rowe Associates Inc. MD ($14.72M), Massachusetts Financial Services Co. MA ($10.27M), Kovitz Investment Group Partners LLC ($8.32M), Wellington Management Group LLP ($7.63M), Nuveen Asset Management LLC ($6.63M), and Dodge & Cox ($5.23M).

How much institutional selling is happening at Charles Schwab?

Institutional investors have sold a total of 161,065,472 shares in the last 24 months. This volume of shares sold represents approximately $11.98B in transactions.


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This page (NYSE:SCHW) was last updated on 9/17/2025 by MarketBeat.com Staff
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