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Charles Schwab (SCHW) Institutional Ownership

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$76.53 +1.02 (+1.35%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. 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)
1096
Total
Institutional Inflows
(last 12 months)
$7.06B
Number of
Institutional Sellers
(last 12 months)
842
Total
Institutional Outflows
(last 12 months)
$7.97B
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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
1/17/2025 New Century Financial Group LLC16,225$1.21M0.5%N/A0.001%
1/17/2025 Secure Asset Management LLC25,065$1.86M0.3%+10.1%0.001%
1/17/2025 Red Door Wealth Management LLC3,074$228K0.0%-7.5%0.000%
1/17/2025 Avior Wealth Management LLC27,616$2.04M0.1%-7.2%0.002%
1/17/2025 Mutual Advisors LLC10,938$826K0.0%-4.9%0.001%
1/17/2025 Wesbanco Bank Inc.6,372$472K0.0%+49.9%0.000%
1/17/2025 Janney Montgomery Scott LLC569,493$42.15M0.1%-2.3%0.032%
1/17/2025 Bartlett & CO. Wealth Management LLC24,051$1.78M0.0%-3.2%0.001%
1/17/2025 Cetera Trust Company N.A28,130$2.08M1.4%+0.6%0.002%
1/17/2025 Daymark Wealth Partners LLC49,983$3.70M0.1%-2.6%0.003%
1/17/2025 Albion Financial Group UT451$33K0.0%-94.3%0.000%
1/17/2025 Eagle Wealth Strategies LLC4,592$340K0.2%+5.0%0.000%
1/17/2025 Advisory Alpha LLC5,103$378K0.0%-8.9%0.000%
1/17/2025 MBM Wealth Consultants LLC17,677$1.31M0.4%+3.7%0.001%
1/17/2025 Missouri Trust & Investment Co774$57K0.0%+104.8%0.000%
1/17/2025 Dakota Wealth Management39,927$2.96M0.1%-2.1%0.002%
1/17/2025 Nisa Investment Advisors LLC460,275$34.07M0.1%+0.2%0.026%
1/17/2025 Simon Quick Advisors LLC8,688$643K0.0%+2.6%0.000%
1/17/2025 Red Spruce Capital LLC42,031$3.11M1.4%+7.2%0.002%
1/17/2025 Beaumont Financial Advisors LLC2,710$201K0.0%N/A0.000%
1/17/2025 MCF Advisors LLC6,608$489K0.0%-7.0%0.000%
1/17/2025 Octavia Wealth Advisors LLC6,663$493K0.1%-10.3%0.000%
1/17/2025 Mitsubishi UFJ Asset Management UK Ltd.10,000$740K0.3%N/A0.001%
1/17/2025 Roberts Wealth Advisors LLC23,359$1.72M0.5%+1.3%0.001%
1/17/2025 Fort Washington Investment Advisors Inc. OH2,593,011$191.91M1.1%+2.8%0.146%
1/17/2025 Atomi Financial Group Inc.15,202$1.13M0.1%+19.3%0.001%
1/17/2025 Capricorn Fund Managers Ltd10,665$788K0.4%N/A0.001%
1/17/2025 AMI Asset Management Corp746,395$55.24M2.9%-2.1%0.042%
1/17/2025 Alpha Cubed Investments LLC21,843$1.62M0.1%-0.8%0.001%
1/17/2025 Perpetual Ltd5,492$406K0.0%-5.2%0.000%
1/16/2025 Legal Advantage Investments Inc.63,900$4.73M2.5%-0.8%0.004%
1/16/2025 Aspiriant LLC25,740$1.91M0.1%+1.7%0.001%
1/16/2025 Ballentine Partners LLC23,055$1.71M0.0%+5.6%0.001%
1/16/2025 Martel Wealth Advisors Inc3,000$222K0.0%N/A0.000%
1/16/2025 Addenda Capital Inc.145,128$10.74M0.5%+0.9%0.008%
1/16/2025 Koshinski Asset Management Inc.13,651$1.01M0.0%-1.2%0.001%
1/16/2025 Leonard Rickey Investment Advisors P.L.L.C.10,193$754K0.2%+23.1%0.001%
1/16/2025 LaFleur & Godfrey LLC86,486$6.40M0.9%-0.9%0.005%
1/16/2025 MassMutual Private Wealth & Trust FSB5,424$401K0.0%+8.8%0.000%
1/16/2025 Purus Wealth Management LLC3,898$289K0.1%-6.8%0.000%
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1/16/2025 FLC Capital Advisors12,817$949K0.2%-4.2%0.001%
1/16/2025 DLK Investment Management LLC58,669$4.34M1.8%-0.5%0.003%
1/16/2025 Uncommon Cents Investing LLC14,381$1.06M0.3%-1.2%0.001%
1/16/2025 Bremer Bank National Association2,918$216K0.0%N/A0.000%
1/16/2025 UMB Bank n.a.21,285$1.58M0.0%+4.7%0.001%
1/16/2025 Ironwood Financial llc9,802$725K0.2%-2.0%0.001%
1/16/2025 Lincoln Capital LLC62,917$4.66M1.0%-1.1%0.004%
1/16/2025 Diversify Advisory Services LLC41,314$3.01M0.2%-2.3%0.002%
1/16/2025 Pine Haven Investment Counsel Inc42,309$3.13M2.6%-0.5%0.002%
1/16/2025 Gilman Hill Asset Management LLC67,003$4.96M0.9%-2.7%0.004%
1/16/2025 City Holding Co.19,470$1.44M0.2%-20.7%0.001%
1/16/2025 Client 1ST Advisory Group LLC4,322$320K0.1%N/A0.000%
1/16/2025 Grove Bank & Trust2,340$173K0.0%+7.5%0.000%
1/16/2025 Arbor Trust Wealth Advisors LLC9,914$734K0.3%-28.0%0.001%
1/15/2025 HF Advisory Group LLC37,869$2.80M1.3%+1.3%0.002%
1/15/2025 Aaron Wealth Advisors LLC17,151$1.27M0.1%+13.9%0.001%
1/15/2025 Moss Adams Wealth Advisors LLC3,412$252K0.0%N/A0.000%
1/15/2025 Krilogy Financial LLC19,281$1.43M0.1%+1.9%0.001%
1/15/2025 Ameritas Advisory Services LLC5,702$422K0.0%N/A0.000%
1/15/2025 HB Wealth Management LLC45,556$3.37M0.0%-3.4%0.003%
1/15/2025 KRS Capital Management LLC5,472$405K0.3%-6.7%0.000%
1/15/2025 Trust Co. of Vermont1,791$133K0.0%+13.4%0.000%
1/15/2025 Gill Capital Partners LLC41,793$3.09M1.1%-6.9%0.002%
1/15/2025 Premier Path Wealth Partners LLC7,677$568K0.1%-11.2%0.000%
1/15/2025 Sanibel Captiva Trust Company Inc.4,661$345K0.0%+50.6%0.000%
1/15/2025 Integrated Investment Consultants LLC105,066$7.78M0.2%+0.8%0.006%
1/15/2025 Arkadios Wealth Advisors11,864$878K0.0%+10.2%0.001%
1/15/2025 LongView Wealth Management3,288$243K0.1%-7.1%0.000%
1/15/2025 Brooklyn Investment Group9,095$673K0.2%+6.2%0.001%
1/15/2025 Whitener Capital Management Inc.11,530$853K0.2%+6.3%0.001%
1/15/2025 Cranbrook Wealth Management LLC1,740$129K0.0%+27.9%0.000%
1/15/2025 Sax Wealth Advisors LLC6,341$469K0.0%-6.0%0.000%
1/15/2025 Merit Financial Group LLC33,546$2.48M0.0%+230.1%0.002%
1/15/2025 Chemistry Wealth Management LLC33,995$2.52M0.6%+2.5%0.002%
1/15/2025 Boston Common Asset Management LLC240,646$17.81M0.5%-32.0%0.014%
1/15/2025 Relyea Zuckerberg Hanson LLC5,413$401K0.1%+2.8%0.000%
1/15/2025 Wealthcare Advisory Partners LLC9,590$710K0.0%-4.6%0.001%
1/15/2025 Avanza Fonder AB104,890$7.76M0.2%N/A0.006%
1/15/2025 Procyon Advisors LLC4,848$359K0.0%+41.1%0.000%
1/15/2025 Hennessy Advisors Inc.14,900$1.10M0.0%-12.4%0.001%
1/15/2025 KMG Fiduciary Partners LLC6,198$459K0.0%-13.6%0.000%
1/15/2025 Salvus Wealth Management LLC74,433$5.51M3.5%-0.5%0.004%
1/15/2025 Cypress Wealth Services LLC8,311$615K0.1%+3.6%0.000%
1/15/2025 Ritholtz Wealth Management17,573$1.30M0.0%+8.9%0.001%
1/15/2025 Carnegie Investment Counsel455,659$33.72M1.0%-0.6%0.026%
1/15/2025 Legacy Wealth Asset Management LLC9,057$670K0.2%-1.6%0.001%
1/15/2025 Gateway Investment Advisers LLC375,856$27.82M0.3%-0.1%0.021%
1/15/2025 West Coast Financial LLC3,049$226K0.0%-5.7%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.55,661$4.12M0.2%+6.4%0.003%
1/14/2025 Rovin Capital UT ADV5,290$392K0.1%-20.0%0.000%
Vladimir Lenin was right… (Ad)

The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold $3 billion of Amazon… it’s why Nvidia’s CEO just sold $713 million... and it’s why Zuckerberg just sold $1.3 billion in Meta stock. The financial establishment doesn’t want you to know about this… but a controversial new documentary just pulled back the curtain and exposed what’s really going on. It’s called The Final Frontier.

Including the name of the #1 company to buy.
1/14/2025 Smith Thornton Advisors LLC4,356$322K0.2%N/A0.000%
1/14/2025 Sendero Wealth Management LLC108,810$8.05M1.2%-14.3%0.006%
1/14/2025 Brave Asset Management Inc.2,988$221K0.1%N/A0.000%
1/14/2025 Pinnacle Bancorp Inc.3,075$228K0.1%+12.8%0.000%
1/14/2025 ARS Wealth Advisors Group LLC2,739$203K0.0%N/A0.000%
1/14/2025 Wolff Wiese Magana LLC4,297$318K0.2%+6,830.6%0.000%
1/14/2025 Radnor Capital Management LLC88,379$6.54M1.1%-5.8%0.005%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.5,992$444K0.1%+3.0%0.000%
1/14/2025 Park Avenue Securities LLC20,815$1.54M0.0%-12.5%0.001%
1/14/2025 Kathmere Capital Management LLC3,479$257K0.0%N/A0.000%
(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, 2,077 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 1,830 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 1,477,359,144 shares in the last 24 months. This purchase volume represents approximately $91.44B in transactions.

Which Charles Schwab major shareholders have been selling company stock?

Of the 1,254 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 329,964,289 shares in the last 24 months. This volume of shares sold represents approximately $20.45B in transactions.


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This page (NYSE:SCHW) was last updated on 1/20/2025 by MarketBeat.com Staff
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