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Charles Schwab (SCHW) Institutional Ownership

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$78.78
+0.74 (+0.95%)
(As of 05/17/2024 ET)
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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)
1310
Total
Institutional Inflows
(last 12 months)
$65.43B
Number of
Institutional Sellers
(last 12 months)
835
Total
Institutional Outflows
(last 12 months)
$6.81B
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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
5/17/2024Kozak & Associates Inc.131,482$10.26M2.8%+5.9%0.007%
5/17/2024Lummis Asset Management LP11,936$863K1.2%-41.0%0.001%
5/17/2024 New Covenant Trust Company N.A.1,077$78K0.1%N/A0.000%
5/17/2024 Plato Investment Management Ltd23,898$1.73M0.2%+806.6%0.001%
5/17/2024 iA Global Asset Management Inc.191,860$13.88M0.2%-36.7%0.011%
5/17/2024Garner Asset Management Corp17,862$1.29M0.6%+15.8%0.001%
5/17/2024KLCM Advisors Inc.4,538$328K0.0%+41.6%0.000%
5/17/2024Tandem Capital Management Corp ADV49,065$3.55M2.0%+8.8%0.003%
5/17/2024First Western Trust Bank81,914$5.93M0.3%-4.8%0.005%
5/17/2024Beacon Capital Management LLC420$30K0.0%-35.2%0.000%
5/17/2024Semmax Financial Advisors Inc.50,276$3.77M1.2%+14.7%0.003%
5/17/2024Comerica Bank366,519$26.51M0.1%+0.7%0.021%
5/17/2024Tidal Investments LLC145,070$10.50M0.2%+29.4%0.008%
5/17/2024 Motley Fool Asset Management LLC53,841$3.90M0.2%+7.2%0.003%
5/16/2024California State Teachers Retirement System2,423,992$175.35M0.2%+0.6%0.136%
5/16/2024Meiji Yasuda Life Insurance Co35,039$2.54M0.1%+2.4%0.002%
5/16/2024B. Riley Wealth Advisors Inc.39,956$2.89M0.1%+4.9%0.002%
5/16/2024Vancity Investment Management Ltd252,097$18.24M2.2%+3.1%0.014%
5/16/2024Dynasty Wealth Management LLC11,702$847K0.0%N/A0.001%
5/16/2024Sweeney & Michel LLC4,691$362K0.2%N/A0.000%
5/16/2024 Industrial Alliance Investment Management Inc.8,007$579K0.2%+4.4%0.000%
5/16/2024 Jacobs Levy Equity Management Inc.1,293,336$93.56M0.4%+3.2%0.073%
5/16/2024 Janus Henderson Group PLC8,461,082$612.07M0.3%-1.3%0.476%
5/16/2024 Bayesian Capital Management LP75,000$5.43M0.5%+286.6%0.004%
5/16/2024 BlueMar Capital Management LLC21,832$1.58M2.7%-1.5%0.001%
5/16/2024 Waverly Advisors LLC24,881$1.80M0.0%-3.2%0.001%
5/16/2024 Silvercrest Asset Management Group LLC34,743$2.51M0.0%-5.8%0.002%
5/15/2024 Ascent Group LLC71,741$5.19M0.5%+7.5%0.004%
5/15/2024 SVB Wealth LLC112,437$8.13M0.2%-8.6%0.006%
5/15/2024 Mount Yale Investment Advisors LLC31,797$2.30M0.2%+8.1%0.002%
5/15/2024 Public Employees Retirement System of Ohio697,284$50.44M0.2%-6.8%0.039%
5/15/2024 Public Employees Retirement Association of Colorado215,503$15.59M0.1%-4.5%0.012%
5/15/2024 Bamco Inc. NY7,432,213$537.65M1.4%-8.6%0.418%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund49,112$3.55M0.2%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems113,019$8.18M0.2%-5.1%0.006%
5/15/2024 Price T Rowe Associates Inc. MD72,306,560$5.23B0.6%+4.2%4.068%
5/15/2024 BOKF NA20,069$1.45M0.0%+33.9%0.001%
5/15/2024 Steel Grove Capital Advisors LLC7,100$514K0.0%+20.3%0.000%
5/15/2024 Brown Capital Management LLC8,743$632K0.0%-5.0%0.000%
5/15/2024 Hyperion Capital Advisors LP150,010$10.85M5.1%-2.9%0.008%
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5/15/2024 Lazard Asset Management LLC7,305,050$528.45M0.6%+8.9%0.411%
5/15/2024 LRI Investments LLC2,068$154K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.63,681$4.61M0.0%-0.7%0.004%
5/15/2024 Linscomb Wealth Inc.35,308$2.55M0.1%-0.4%0.002%
5/15/2024 Truvestments Capital LLC1,359$98K0.0%-9.2%0.000%
5/15/2024 Cloverfields Capital Group LP93,569$6.77M2.3%+26.9%0.005%
5/15/2024 Gabelli Funds LLC52,350$3.79M0.0%+5.8%0.003%
5/15/2024 Gamco Investors INC. ET AL30,250$2.19M0.0%-11.3%0.002%
5/15/2024 Envoi LLC4,325$313K0.7%N/A0.000%
5/14/2024 Canada Pension Plan Investment Board1,507,634$109.06M0.1%+81.6%0.085%
5/14/2024 Westwood Holdings Group Inc.1,498,929$108.43M0.9%+231.2%0.084%
5/14/2024 JT Stratford LLC13,721$993K0.2%+1.8%0.001%
5/14/2024 Toronto Dominion Bank226,085,359$16.36B25.6%+0.0%12.721%
5/14/2024 Capital International Investors1,125,330$81.41M0.0%+47.6%0.063%
5/14/2024 Atalanta Sosnoff Capital LLC1,060,466$76.71M1.8%-8.9%0.060%
5/14/2024 Sheaff Brock Investment Advisors LLC8,260$598K0.0%-9.4%0.000%
5/14/2024 Stamos Capital Partners L.P.7,040$509K0.1%-1.9%0.000%
5/14/2024 Ariel Investments LLC831,990$60.19M0.6%-13.5%0.047%
5/14/2024 Heron Bay Capital Management286,676$20.74M4.4%+0.3%0.016%
5/14/2024 Advisors Asset Management Inc.23,745$1.72M0.0%-18.7%0.001%
5/14/2024 Axxcess Wealth Management LLC11,690$846K0.0%-27.7%0.001%
5/14/2024 EP Wealth Advisors LLC27,504$1.99M0.0%-8.5%0.002%
5/14/2024 Delta Global Management LP161,052$11.65M0.9%+189.9%0.009%
5/14/2024 Delap Wealth Advisory LLC4,498$325K0.1%N/A0.000%
5/14/2024 LGT Group Foundation12,361$894K0.0%+4.6%0.001%
5/14/2024 Shell Asset Management Co.28,445$2.06M0.1%-64.1%0.002%
5/14/2024 Elgethun Capital Management141,989$10.29M2.6%-0.2%0.008%
5/14/2024 Titan Global Capital Management USA LLC305,556$22.10M3.5%+1.9%0.017%
5/14/2024 Burns Matteson Capital Management LLC15,384$1.11M0.6%+18.2%0.001%
5/14/2024 Ossiam163,666$11.84M0.2%-74.0%0.009%
5/14/2024 Natixis7,236$523K0.0%N/A0.000%
5/14/2024 Pitcairn Co.11,072$801K0.1%+10.1%0.001%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund1,459,268$105.56M0.4%N/A0.082%
5/14/2024 CANADA LIFE ASSURANCE Co1,014,539$73.42M0.1%-7.5%0.057%
5/14/2024 American International Group Inc.419,449$30.34M0.1%-0.6%0.024%
5/14/2024 Lake Street Advisors Group LLC13,187$954K0.0%+28.7%0.001%
5/13/2024 Bessemer Group Inc.365,888$26.47M0.0%+7.2%0.021%
5/13/2024 Thornburg Investment Management Inc.998,220$72.21M1.0%0.0%0.056%
5/13/2024 Index Fund Advisors Inc.8,704$630K0.0%+12.4%0.000%
5/13/2024 UniSuper Management Pty Ltd439,439$31.79M0.3%+5.4%0.025%
5/13/2024 Clearbridge Investments LLC3,192,696$230.96M0.2%-2.9%0.180%
5/13/2024 O Shaughnessy Asset Management LLC83,207$6.02M0.1%+26.5%0.005%
5/13/2024 Ameritas Investment Partners Inc.16,097$1.16M0.0%-2.7%0.001%
5/13/2024 Rockport Wealth LLC8,490$614K0.2%N/A0.000%
5/13/2024 Secured Retirement Advisors LLC23,653$1.71M1.4%+10.1%0.001%
5/11/2024 Lcnb Corp6,944$502K0.2%N/A0.000%
5/11/2024 Davis R M Inc.14,379$1.04M0.0%-11.4%0.001%
5/11/2024 Covestor Ltd857$62K0.0%-20.5%0.000%
5/11/2024 Cynosure Group LLC11,015$797K0.1%-3.3%0.001%
5/11/2024 Ironwood Investment Counsel LLC128,841$9.32M1.6%+2.0%0.007%
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5/11/2024 Catalytic Wealth RIA LLC5,115$370K0.1%N/A0.000%
5/11/2024 Cercano Management LLC1,193,012$86.30M2.4%+5.3%0.067%
5/11/2024 Patten & Patten Inc. TN40,270$2.91M0.2%+9.8%0.002%
5/10/2024 Allstate Corp4,521$327K0.0%+5.0%0.000%
5/10/2024 Osaic Holdings Inc.324,035$23.44M0.1%-24.4%0.018%
5/10/2024 Acadian Asset Management LLC1,925$139K0.0%-92.1%0.000%
5/10/2024 Fiducient Advisors LLC3,654$264K0.1%N/A0.000%
5/10/2024 Vanguard Group Inc.120,963,133$8.75B0.2%+0.9%6.811%
5/10/2024 Cornerstone Advisors LLC111,900$8.10M0.3%+3.2%0.006%
5/10/2024 Viawealth LLC9,516$688K0.4%-23.0%0.001%
(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, 2,060 institutional investors and hedge funds held shares of Charles Schwab. The most heavily invested institutionals were Toronto Dominion Bank ($16.36B), Vanguard Group Inc. ($8.75B), BlackRock Inc. ($5.42B), Price T Rowe Associates Inc. MD ($5.23B), Dodge & Cox ($4.11B), State Street Corp ($3.42B), and Massachusetts Financial Services Co. MA ($2.13B).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 1,862 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 ($964.90M), Toronto Dominion Bank ($225.31M), Capital Research Global Investors ($22.95M), Price T Rowe Associates Inc. MD ($22.32M), Fisher Asset Management LLC ($18.60M), Norges Bank ($13.81M), and Royal Bank of Canada ($11.72M).

How much institutional buying is happening at Charles Schwab?

Institutional investors have bought a total of 1,565,217,930 shares in the last 24 months. This purchase volume represents approximately $98.04B in transactions.

Which Charles Schwab major shareholders have been selling company stock?

Of the 1,186 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 ($56.61M), Price T Rowe Associates Inc. MD ($29.43M), Primecap Management Co. CA ($12.52M), Parnassus Investments LLC ($12.35M), BlackRock Inc. ($12.33M), FMR LLC ($11.29M), and Boston Partners ($9.51M).

How much institutional selling is happening at Charles Schwab?

Institutional investors have sold a total of 315,786,382 shares in the last 24 months. This volume of shares sold represents approximately $19.52B in transactions.


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This page (NYSE:SCHW) was last updated on 5/18/2024 by MarketBeat.com Staff

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