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Charles Schwab (SCHW) Institutional Ownership

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$78.46 -0.11 (-0.13%)
Closing price 03/21/2025 03:59 PM Eastern
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$78.62 +0.16 (+0.20%)
As of 03/21/2025 07:49 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)
$9.55B
Number of
Institutional Sellers
(last 12 months)
960
Total
Institutional Outflows
(last 12 months)
$10.50B
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SCHW Institutional Buying and Selling by Quarter

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Charles Schwab Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/18/2025111 Capital32,940$2.44M0.5%N/A0.002%
3/17/2025 Wealth Enhancement Advisory Services LLC992,019$73.42M0.1%+5.8%0.055%
3/17/2025 NorthCrest Asset Manangement LLC15,188$1.12M0.0%-2.6%0.001%
3/14/2025 Hara Capital LLC9,042$669K0.4%-5.9%0.000%
3/12/2025 Centaurus Financial Inc.26,908$1.99M0.1%+6.0%0.001%
3/6/2025 Wood Tarver Financial Group LLC2,522$186K0.1%N/A0.000%
3/4/2025 Birmingham Capital Management Co. Inc. AL16,175$1.20M0.4%-3.0%0.001%
3/4/2025 Siemens Fonds Invest GmbH6,201$459K0.0%-85.2%0.000%
2/28/2025 Total Wealth Planning & Management Inc.7,836$580K0.5%N/A0.000%
2/28/2025 Universal 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%
2/27/2025 Bernard Wealth Management Corp.3,719$275K0.1%N/A0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.5,794$429K0.1%+10.9%0.000%
2/26/2025 Bristol John W & Co. Inc. NY885,706$65.55M1.1%-2.3%0.050%
2/26/2025 Capital A Wealth Management LLC5,486$406K0.7%N/A0.000%
2/26/2025 Sculati Wealth Management LLC41,905$3.10M1.2%-0.5%0.002%
2/25/2025 Heck Capital Advisors LLC673$50K0.0%N/A0.000%
2/25/2025 Leigh Baldwin & CO. LLC3,959$293K0.2%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.42,154$3.12M0.1%-3.7%0.002%
2/25/2025 Integrated Advisors Network LLC14,792$1.10M0.1%-12.8%0.001%
2/24/2025 H&H Retirement Design & Management INC11,237$904K0.6%-8.2%0.001%
2/24/2025 Great Valley Advisor Group Inc.32,827$2.43M0.1%+8.6%0.002%
2/22/2025 American Trust41,779$3.09M0.2%-3.6%0.002%
2/21/2025 Ascent Group LLC92,787$6.87M0.5%+6.3%0.005%
2/21/2025 WNY Asset Management LLC6,818$505K0.1%-13.1%0.000%
2/20/2025 Mackenzie Financial Corp495,524$36.67M0.0%+5.2%0.028%
2/20/2025 Forum Financial Management LP19,636$1.45M0.0%+13.5%0.001%
2/20/2025 Michels Family Financial LLC7,100$525K0.5%N/A0.000%
2/20/2025 Drucker Wealth 3.0 LLC37,525$2.78M0.6%-6.5%0.002%
2/19/2025 Auxier Asset Management6,850$507K0.1%-14.9%0.000%
2/19/2025 North Star Asset Management Inc.501,260$37.10M1.6%+0.5%0.028%
2/19/2025 Wilson & Boucher Capital Management LLC20,900$1.55M1.1%-1.4%0.001%
2/19/2025 WCG Wealth Advisors LLC84,847$6.28M0.4%+6.1%0.005%
2/19/2025 Public Employees Retirement System of Ohio633,736$46.90M0.2%-4.7%0.036%
2/18/2025 Neo Ivy Capital Management7,197$532K0.1%N/A0.000%
2/18/2025 Sunbelt Securities Inc.10,689$790K0.1%-2.4%0.001%
2/18/2025 GTS Securities LLC12,091$895K0.0%-125.3%0.001%
2/18/2025 Vise Technologies Inc.12,146$899K0.1%+148.6%0.001%
2/18/2025 Retirement Planning Group LLC9,493$703K0.0%+2.1%0.001%
2/18/2025 Navalign LLC11,431$846K0.2%-3.2%0.001%
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2/18/2025 JT Stratford LLC13,743$1.02M0.2%-2.8%0.001%
2/18/2025 Cornerstone Advisory LLC2,992$240K0.0%N/A0.000%
2/18/2025 Poehling Capital Management INC.178,757$13.23M3.2%-0.3%0.010%
2/18/2025 Monograph Wealth Advisors LLC6,069$449K0.1%+4.3%0.000%
2/18/2025 Novem Group7,904$585K0.1%N/A0.000%
2/18/2025 MidWestOne Financial Group Inc.18,941$1.40M0.2%-17.3%0.001%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp496,195$36.72M0.2%-50.1%0.028%
2/18/2025 Financial Avengers Inc.159,173$11.78M5.6%-5.2%0.009%
2/18/2025 Focus Partners Advisor Solutions LLC4,735$350K0.0%N/A0.000%
2/18/2025 Continuum Advisory LLC9,002$666K0.1%+5.2%0.001%
2/18/2025 PharVision Advisers LLC4,950$366K0.3%N/A0.000%
2/18/2025 Lantern Wealth Advisors LLC46,540$3.18M2.1%+0.3%0.003%
2/18/2025 Vanguard Capital Wealth Advisors7,800$577K0.6%-17.5%0.000%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC11,653,684$862.49M0.2%+27.5%0.655%
2/17/2025 USS Investment Management Ltd298,443$22.09M0.2%-1.8%0.017%
2/17/2025 Worldquant Millennium Advisors LLC321,483$23.79M0.2%-16.1%0.018%
2/17/2025 Waverly Advisors LLC40,169$2.97M0.0%+6.4%0.002%
2/17/2025 Woodline Partners LP89,776$6.64M0.0%N/A0.005%
2/17/2025 iSAM Funds UK Ltd4,709$349K0.3%-11.4%0.000%
2/17/2025 Victrix Investment Advisors43,889$3.25M2.3%N/A0.002%
2/17/2025 Vident Advisory LLC47,194$3.49M0.1%+46.5%0.003%
2/17/2025 Sovereign s Capital Management LLC8,503$629K0.4%N/A0.000%
2/17/2025 Vivaldi Capital Management LP200,589$14.85M2.3%N/A0.011%
2/17/2025 WBI Investments LLC4,544$336K0.1%-68.0%0.000%
2/17/2025 Wimmer Associates 1 LLC2,984$221K0.1%N/A0.000%
2/17/2025 Twinbeech Capital LP2,948$218K0.0%N/A0.000%
2/17/2025 Two Sigma Advisers LP1,419,695$105.07M0.2%+5.9%0.080%
2/17/2025 Two Sigma Investments LP662,242$49.01M0.1%+29.6%0.037%
2/17/2025 Teewinot Capital Advisers L.L.C.636,602$47.12M4.8%-18.0%0.036%
2/17/2025 Tidal Investments LLC138,097$10.22M0.1%+15.9%0.008%
2/17/2025 Teza Capital Management LLC67,888$5.02M0.8%+111.0%0.004%
2/17/2025 Trace Wealth Advisors LLC5,200$385K0.3%N/A0.000%
2/17/2025 State of Wyoming3,044$225K0.0%+77.3%0.000%
2/17/2025 Strategic Wealth Partners Ltd.24,963$2.04M0.2%+6.4%0.001%
2/17/2025 Thornburg Investment Management Inc.936,351$69.30M0.9%-5.8%0.053%
2/17/2025 Toronto Dominion Bank185,493,487$13.73B21.7%+0.0%10.414%
2/17/2025 Siemens Fonds Invest GmbH6,201$459K0.0%-85.2%0.000%
2/17/2025 Snowden Capital Advisors LLC151,360$11.20M0.3%+2.1%0.009%
2/17/2025 SGL Investment Advisors Inc.38,680$2.86M1.5%+1.7%0.002%
2/17/2025 Shell Asset Management Co.17,786$1.32M0.1%-1.4%0.001%
2/17/2025 Sherbrooke Park Advisers LLC7,711$571K0.2%N/A0.000%
2/17/2025 Silvercrest Asset Management Group LLC30,894$2.29M0.0%+6.1%0.002%
2/17/2025 Rafferty Asset Management LLC527,421$39.03M0.1%+4.1%0.030%
2/17/2025 Raiffeisen Bank International AG10,082$745K0.0%N/A0.001%
2/17/2025 Point72 Europe London LLP91,700$6.79M0.4%N/A0.005%
2/17/2025 Point72 Hong Kong Ltd380,285$28.15M1.7%+255.8%0.021%
2/17/2025 PointState Capital LP3,206,059$237.28M4.3%N/A0.180%
2/17/2025 ProShare Advisors LLC320,350$23.71M0.1%+11.6%0.018%
2/17/2025 Quadcap Wealth Management LLC8,485$628K0.1%-1.6%0.000%
2/17/2025 Quantinno Capital Management LP97,562$7.22M0.1%+80.8%0.005%
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2/17/2025 Paradigm Capital Management LLC NV7,875$583K0.5%-4.8%0.000%
2/17/2025 Pathstone Holdings LLC154,850$11.46M0.1%-18.8%0.009%
2/17/2025 Mufg Securities Americas Inc.22,067$1.63M0.2%N/A0.001%
2/17/2025 Malaga Cove Capital LLC47,721$3.53M1.4%-0.5%0.003%
2/17/2025 Man Group plc465,100$34.42M0.1%+27.8%0.026%
2/17/2025 Nissay Asset Management Corp Japan ADV190,192$14.22M0.1%+5.8%0.011%
2/17/2025 Nearwater Capital Markets Ltd100,000$7.40M0.2%N/A0.006%
2/17/2025 NorthRock Partners LLC7,525$557K0.0%+47.4%0.000%
2/17/2025 Nuveen Asset Management LLC6,410,491$474.44M0.1%-50.9%0.360%
2/17/2025 Occudo Quantitative Strategies LP3,502$259K0.0%-9.7%0.000%
(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, 2,198 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 1,959 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 1,310,301,382 shares in the last 24 months. This purchase volume represents approximately $76.73B in transactions.

Which Charles Schwab major shareholders have been selling company stock?

Of the 1,315 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 348,297,703 shares in the last 24 months. This volume of shares sold represents approximately $21.50B in transactions.


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This page (NYSE:SCHW) was last updated on 3/24/2025 by MarketBeat.com Staff
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