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Charles Schwab (SCHW) Institutional Ownership

Charles Schwab logo
$89.31 -2.84 (-3.09%)
Closing price 05/7/2026 03:59 PM Eastern
Extended Trading
$89.50 +0.19 (+0.22%)
As of 04:27 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)
1648
Total
Institutional Inflows
(last 12 months)
$23.00B
Number of
Institutional Sellers
(last 12 months)
1170
Total
Institutional Outflows
(last 12 months)
$13.91B
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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
5/8/2026Madison Asset Management LLC721,830$67.84M0.8%-5.2%0.042%
5/8/2026Puzo Michael J49,557$4.66M1.4%+19.5%0.003%
5/8/2026Cassaday & Co Wealth Management LLC8,160$767K0.0%+21.7%0.000%
5/8/2026Cutler Investment Counsel LLC186,331$17.51M1.8%-0.9%0.011%
5/8/2026Titan Global Capital Management USA LLC283,500$26.64M4.0%+0.5%0.016%
5/8/2026Johnson Financial Group Inc.12,025$1.13M0.0%+9.9%0.001%
5/8/2026Element Pointe Advisors LLC10,066$946K0.2%N/A0.001%
5/8/2026Convergence Investment Partners LLC35,293$3.32M0.5%+39.2%0.002%
5/8/2026Cannon Capital Management Inc.24,692$2.32M1.9%+1.5%0.001%
5/8/2026Commerzbank Aktiengesellschaft FI61,071$5.74M0.1%+10.9%0.004%
5/7/2026Hopwood Financial Services Inc.4,717$443K0.3%+2.9%0.000%
5/7/2026Florida Financial Advisors LLC4,221$397K0.1%+6.4%0.000%
5/7/2026Beta Wealth Group Inc.5,909$555K0.2%+3.5%0.000%
5/7/2026AlTi Global Inc.57,933$5.45M0.1%-2.0%0.003%
5/7/2026Earned Wealth Advisors LLC7,367$692K0.0%+7.3%0.000%
5/7/2026Meeder Advisory Services Inc.34,035$3.20M0.1%+5.6%0.002%
5/7/2026Hamel Associates Inc.12,944$1.22M0.3%+1.7%0.001%
5/7/2026Dimensional Fund Advisors LP5,742,934$539.71M0.1%+1.1%0.330%
5/7/2026Scarborough Advisors LLC305$29K0.0%N/A0.000%
5/7/2026Balefire LLC2,386$224K0.0%-83.2%0.000%
5/7/2026Parallel Advisors LLC42,786$4.02M0.1%+5.7%0.002%
5/7/2026Ironwood Investment Counsel LLC126,598$11.90M1.7%-0.9%0.007%
5/7/2026Boston Common Asset Management LLC72,293$6.79M0.4%-1.0%0.004%
5/7/2026Broderick Brian C31,262$2.94M0.5%+33.7%0.002%
5/7/2026Nelson Capital Management LLC37,933$3.57M0.4%-1.1%0.002%
5/7/2026KBC Group NV697,547$65.56M0.2%-38.9%0.040%
5/7/2026Next Capital Management LLC16,923$1.59M0.5%+3.7%0.001%
5/7/2026Marshall & Sterling Wealth Advisors Inc.2,977$280K0.2%-10.3%0.000%
5/7/2026SEB Asset Management AB464,096$43.62M0.2%N/A0.027%
5/7/2026 AIA Group Ltd182,465$17.15M0.2%+29.2%0.010%
5/7/2026 Legacy Wealth Advisors LLC2,361$222K0.1%+12.1%0.000%
5/7/2026 Mediolanum International Funds Ltd518,184$48.22M0.5%+11.3%0.030%
5/7/2026 Spartan Wealth Advisory Services LLC2,563$241K0.0%N/A0.000%
5/7/2026 Arjuna Capital19,353$1.82M0.5%+6.6%0.001%
5/7/2026 Ascent Wealth Partners LLC25,625$2.41M0.3%+5.7%0.001%
5/7/2026 Kinsale Capital Group Inc.150,470$14.14M2.3%+4.1%0.009%
5/6/2026 Aviance Capital Partners LLC91,711$8.62M1.0%-1.4%0.005%
5/6/2026 California Public Employees Retirement System3,026,417$284.42M0.2%-16.6%0.174%
5/6/2026 Quadrant Private Wealth Management LLC47,558$4.47M0.7%+680.9%0.003%
5/6/2026 Bartlett & CO. Wealth Management LLC18,058$1.65M0.0%-16.2%0.001%
5/6/2026 Kesler Norman & Wride LLC8,916$838K0.1%+44.3%0.001%
5/6/2026 Heartland Bank & Trust Co7,808$734K0.2%+3.9%0.000%
5/6/2026 Simon Quick Advisors LLC2,717$255K0.0%-13.1%0.000%
5/6/2026 Kera Capital Partners Inc.8,119$763K0.1%-6.1%0.000%
5/6/2026 Gryphon Financial Partners LLC7,131$670K0.1%+25.8%0.000%
5/6/2026 Modera Wealth Management LLC144,955$13.62M0.2%-1.0%0.008%
5/6/2026 Juno Financial Group LLC27,581$2.59M1.0%+6.3%0.002%
5/6/2026 Advisortrust Partners LLC6,147$578K0.2%-3.0%0.000%
5/6/2026 Catalyst Capital Advisors LLC951$89K0.0%+88.3%0.000%
5/6/2026 Assetmark Inc.1,113,927$104.69M0.2%+10.5%0.064%
5/6/2026 HughesLittle Investment Management Ltd.703,529$66.12M12.9%-6.5%0.040%
5/6/2026 Main Street Group LTD352$33K0.0%N/A0.000%
5/6/2026 Angeles Wealth Management LLC11,670$1.10M0.1%+10.0%0.001%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.33,715$3.17M0.2%-85.7%0.002%
5/6/2026 Goodman Financial Corp168,066$15.80M2.7%-15.2%0.010%
5/6/2026 Bessemer Group Inc.273,453$25.70M0.0%+1.2%0.016%
5/6/2026 Gerald Baker Financial Group LLC4,193$394K0.1%N/A0.000%
5/6/2026 SteelPeak Wealth LLC2,924$275K0.0%+10.6%0.000%
5/6/2026 Allspring Global Investments Holdings LLC746,230$68.92M0.1%+0.4%0.043%
5/6/2026 Frisch Financial Group Inc.14,467$1.36M0.3%-1.9%0.001%
5/6/2026 Independent Financial Group LLC6,744$634K0.0%N/A0.000%
5/6/2026 Enterprise Financial Services Corp2,967$279K0.1%N/A0.000%
5/6/2026 Prosperity Consulting Group LLC3,492$328K0.0%-7.4%0.000%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co252,183$23.70M2.0%+1.3%0.015%
5/5/2026 Evergreen Advisors LLC599$56K0.0%N/A0.000%
5/5/2026 Noesis Capital Mangement Corp3,415$321K0.0%-4.7%0.000%
5/5/2026 Delta Financial Advisors LLC3,559$334K0.1%+7.6%0.000%
5/5/2026 Westover Capital Advisors LLC25,827$2.43M0.4%+20.5%0.001%
5/5/2026 Wealthfront Advisers LLC182,743$17.17M0.0%+6.0%0.011%
5/5/2026 D.A. Davidson & CO.430,319$40.44M0.2%+4.9%0.025%
5/5/2026 Twin Capital Management Inc.37,788$3.55M0.5%-0.4%0.002%
5/5/2026 Bank of New York Mellon Corp16,162,082$1.52B0.3%+22.9%0.930%
5/5/2026 Illinois Municipal Retirement Fund103,657$9.74M0.1%+39.3%0.006%
5/5/2026 Journey Advisory Group LLC4,054$381K0.0%-28.8%0.000%
5/5/2026 Providence Wealth Advisors LLC17,699$1.65M1.1%+0.8%0.001%
5/5/2026 Geneos Wealth Management Inc.96,468$9.07M0.2%-4.8%0.006%
5/5/2026 MASTERINVEST Kapitalanlage GmbH26,798$2.52M0.3%-48.5%0.002%
5/5/2026 Hudson Canyon Capital Management28,052$2.64M1.6%-0.6%0.002%
5/5/2026 Ethos Financial Group LLC9,612$903K0.1%+13.5%0.001%
5/5/2026 SouthState Bank Corp4,318$406K0.0%-27.3%0.000%
5/5/2026 Sanctuary Advisors LLC200,894$18.88M0.1%+9.7%0.012%
5/5/2026 Sterling Investment Advisors Ltd.31,421$2.95M0.5%-0.5%0.002%
5/5/2026 Sigma Planning Corp18,521$1.74M0.0%+130.9%0.001%
5/5/2026 Cornerstone Advisory LLC3,676$346K0.0%+12.9%0.000%
5/5/2026 1ST Source Bank22,004$2.07M0.1%-3.8%0.001%
5/5/2026 Checchi Capital Advisers LLC14,254$1.34M0.1%+10.0%0.001%
5/5/2026 Maryland State Retirement & Pension System84,327$7.93M0.2%-0.9%0.005%
5/5/2026 Hillsdale Investment Management Inc.11,480$1.08M0.0%+18.6%0.001%
5/5/2026 Avantax Planning Partners Inc.4,334$407K0.0%-10.6%0.000%
5/4/2026 AMG National Trust Bank100,178$9.42M0.2%+4.3%0.006%
5/4/2026 Retirement Planning Group LLC16,915$1.59M0.0%+3.2%0.001%
5/4/2026 Legacy Capital Group California Inc.8,545$803K0.3%-12.6%0.000%
5/4/2026 NBZ Investment Advisors LLC2,445$230K0.1%N/A0.000%
5/4/2026 Bleakley Financial Group LLC36,096$3.39M0.1%+4.3%0.002%
5/4/2026 Birinyi Associates Inc.11,281$1.06M0.3%N/A0.001%
5/4/2026 HBW Advisory Services LLC16,952$1.59M0.2%-6.2%0.001%
5/4/2026 State of Michigan Retirement System436,366$41.01M0.2%-0.2%0.025%
5/4/2026 Principal Financial Group Inc.2,851,720$268.01M0.1%-10.5%0.164%
5/4/2026 Citizens National Bank Trust Department10,165$955K0.2%+35.4%0.001%
5/4/2026 Chicago Partners Investment Group LLC34,259$3.14M0.1%+16.3%0.002%


SCHW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHW shares?

During the previous two years, 2,472 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.

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 2,138 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. ($25.24M), Primecap Management Co. CA ($22.24M), Wellington Management Group LLP ($13.26M), Price T Rowe Associates Inc. MD ($11.90M), Kovitz Investment Group Partners LLC ($8.64M), and Bank of New York Mellon Corp ($8.09M).

How much institutional buying is happening at Charles Schwab?

Institutional investors have bought a total of 258,618,729 shares in the last 24 months. This purchase volume represents approximately $23.00B in transactions.

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

Of the 1,166 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: Dodge & Cox ($12.86M), Wellington Management Group LLP ($12.43M), Kovitz Investment Group Partners LLC ($10.57M), Price T Rowe Associates Inc. MD ($8.35M), Generation Investment Management LLP ($6.48M), Massachusetts Financial Services Co. MA ($5.16M), and Lazard Asset Management LLC ($4.81M).

How much institutional selling is happening at Charles Schwab?

Institutional investors have sold a total of 146,567,743 shares in the last 24 months. This volume of shares sold represents approximately $13.91B in transactions.


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This page (NYSE:SCHW) was last updated on 5/8/2026 by MarketBeat.com Staff.
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