Free Trial

Charles Schwab (SCHW) Institutional Ownership

→ Protect Yourself While There’s Still Time … (From Weiss Ratings) (Ad)
Free SCHW Stock Alerts
$74.99
+0.10 (+0.13%)
(As of 04/26/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

Institutional Ownership Changes (13F Filings) for Charles Schwab (NYSE:SCHW)

Current
Institutional Ownership
Percentage
84.38%
Number of
Institutional Buyers
(last 12 months)
1420
Total
Institutional Inflows
(last 12 months)
$66.94B
Number of
Institutional Sellers
(last 12 months)
852
Total
Institutional Outflows
(last 12 months)
$11.01B
Get SCHW Insider Trade Alerts

Want to know when executives and insiders are buying or selling Charles Schwab stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SCHW Institutional Buying and Selling by Quarter

Charles Schwab Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2024Conning Inc.77,329$5.59M0.2%+5.5%0.004%
4/27/2024Finer Wealth Management Inc.22,084$1.60M1.0%+54.9%0.001%
4/27/2024K.J. Harrison & Partners Inc56,443$4.08M0.6%+11.9%0.003%
4/27/2024BayBridge Capital Group LLC18,148$1.35M1.2%+4.5%0.001%
4/26/2024Pinnacle Associates Ltd.94,442$6.83M0.1%+2.1%0.005%
4/26/2024Securian Asset Management Inc.87,654$6.34M0.2%-6.9%0.005%
4/26/2024Aspen Investment Management Inc21,176$1.53M0.8%+0.8%0.001%
4/26/2024Harrington Investments INC55,707$4.03M2.3%+3.7%0.003%
4/26/2024McGuire Investment Group LLC134,156$9.71M1.4%+2.0%0.008%
4/26/2024BLB&B Advisors LLC111,533$8.07M0.5%+11.1%0.006%
4/26/2024Crestone Asset Management LLC2,868$207K0.0%N/A0.000%
4/26/2024Yousif Capital Management LLC201,942$14.61M0.2%+1.3%0.011%
4/26/2024ZWJ Investment Counsel Inc.7,021$508K0.0%N/A0.000%
4/26/2024Sage Rhino Capital LLC13,091$947K0.2%+8.3%0.001%
4/26/2024Clear Creek Financial Management LLC3,363$243K0.0%N/A0.000%
4/26/2024SYSTM Wealth Solutions LLC107,474$7.78M1.0%+8.7%0.006%
4/26/2024Sumitomo Life Insurance Co.16,059$1.16M0.0%-4.2%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.138,168$10.00M0.2%N/A0.008%
4/26/2024Patrick M Sweeney & Associates Inc.11,602$839K0.7%+1.9%0.001%
4/26/2024Sigma Investment Counselors Inc.4,803$347K0.0%+50.1%0.000%
4/26/2024Verdence Capital Advisors LLC3,534$256K0.0%-3.7%0.000%
4/26/2024Caliber Wealth Management LLC41,818$3.03M1.6%+0.9%0.002%
4/25/2024Lindbrook Capital LLC14,779$1.07M0.1%-7.3%0.001%
4/25/2024New York State Teachers Retirement System1,443,608$104.43M0.2%-1.6%0.081%
4/25/2024Mendota Financial Group LLC2,662$193K0.1%-19.3%0.000%
4/25/2024Ulland Investment Advisors LLC7,267$526K0.4%-45.7%0.000%
4/25/2024Bank of New York Mellon Corp11,101,299$803.07M0.2%-4.5%0.625%
4/25/2024Carmel Capital Partners LLC24,028$1.74M0.7%+1.6%0.001%
4/25/2024Osborne Partners Capital Management LLC9,019$652K0.0%-1.7%0.001%
4/25/2024Equitable Trust Co.5,619$406K0.0%+36.6%0.000%
4/25/2024Professional Financial Advisors LLC18,700$1.35M0.4%+12.3%0.001%
4/25/2024Advocate Group LLC118,016$8.54M1.7%+1.9%0.007%
4/25/2024HTLF Bank3,071$222K0.0%N/A0.000%
4/25/2024Capital Investment Advisory Services LLC26,869$1.94M0.2%+25.0%0.002%
4/25/2024Triumph Capital Management3,048$221K0.1%-12.9%0.000%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 504,825$36.52M0.1%-2.9%0.028%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund229,860$16.63M0.2%+0.3%0.013%
4/25/2024Investment Advisory Services Inc. TX ADV28,790$2.08M0.8%-1.7%0.002%
4/25/2024Aaron Wealth Advisors LLC13,426$971K0.1%+9.2%0.001%
4/25/2024 Valeo Financial Advisors LLC38,678$2.91M0.1%-21.1%0.002%
Better than Bitcoin? The Biotech Stock with 46,751% Potential (Ad)

4x Better than Bitcoin Bitcoin would have to go from $68,000 to $314,000 to match the 463% gains we saw with Immunogen in December.

Get the name of the stock here >>>
4/25/2024Olistico Wealth LLC4,207$304K0.2%N/A0.000%
4/25/2024Telos Capital Management Inc.18,240$1.32M0.1%-5.0%0.001%
4/25/2024Argus Investors Counsel Inc.26,935$1.95M1.2%+0.8%0.002%
4/25/2024Cascade Investment Advisors Inc.31,710$2.29M1.5%+1.0%0.002%
4/25/2024 Summit Financial LLC22,984$1.66M0.1%-1.0%0.001%
4/25/2024 IAG Wealth Partners LLC843$61K0.0%+127.8%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.223,985$16.20M0.1%+1.5%0.013%
4/24/2024 Leavell Investment Management Inc.6,400$463K0.0%-3.0%0.000%
4/24/2024 Krilogy Financial LLC18,191$1.32M0.1%+3.8%0.001%
4/24/2024 Keene & Associates Inc.8,630$624K0.5%+3.5%0.000%
4/24/2024 CENTRAL TRUST Co27,464$1.99M0.0%-18.5%0.002%
4/24/2024 Premier Path Wealth Partners LLC8,176$591K0.1%+3.0%0.000%
4/24/2024 Conscious Wealth Investments LLC43,653$3.19M2.4%+5.9%0.002%
4/24/2024 Demars Financial Group LLC9,453$684K0.3%+15.1%0.001%
4/24/2024 Zullo Investment Group Inc.19,229$1.39M0.7%+1.3%0.001%
4/24/2024 Dakota Wealth Management43,404$3.14M0.1%+111.4%0.002%
4/24/2024 SOL Capital Management CO54,821$3.97M0.5%-0.3%0.003%
4/24/2024 Simplicity Wealth LLC26,067$1.89M0.0%N/A0.001%
4/24/2024 NBT Bank N A NY8,926$646K0.0%+3.1%0.001%
4/24/2024 Childress Capital Advisors LLC3,591$260K0.1%-34.2%0.000%
4/24/2024 Avitas Wealth Management LLC23,641$1.71M0.3%-36.1%0.001%
4/24/2024 Spire Wealth Management18,994$1.37M0.1%-3.1%0.001%
4/24/2024 Buttonwood Financial Advisors Inc.43,787$3.17M1.5%+20.2%0.002%
4/24/2024 Gemmer Asset Management LLC13,501$977K0.1%+6.6%0.001%
4/24/2024 Essex Financial Services Inc.9,716$703K0.1%+4.5%0.001%
4/24/2024 H&H Retirement Design & Management INC12,094$898K0.6%N/A0.001%
4/24/2024 Assenagon Asset Management S.A.705,379$51.03M0.1%-41.4%0.040%
4/23/2024Busey Bank208,252$15.07M0.5%+1.3%0.012%
4/23/2024 BSW Wealth Partners4,509$326K0.1%-4.3%0.000%
4/23/2024 Sky Investment Group LLC4,585$332K0.1%+37.1%0.000%
4/23/2024 Milestone Asset Management LLC4,609$333K0.1%N/A0.000%
4/23/2024 Global Retirement Partners LLC22,116$1.60M0.1%+7.3%0.001%
4/23/2024 Sweet Financial Partners LLC4,430$320K0.1%+3.5%0.000%
4/23/2024 LaFleur & Godfrey LLC101,105$7.31M1.1%-10.2%0.006%
4/23/2024 Louisiana State Employees Retirement System86,600$6.27M0.1%-3.8%0.005%
4/23/2024 Sage Mountain Advisors LLC5,200$376K0.0%+7.6%0.000%
4/23/2024 Hamel Associates Inc.13,395$969K0.3%+4.7%0.001%
4/23/2024 United Asset Strategies Inc.178,702$12.93M1.3%-5.1%0.010%
4/23/2024 WASHINGTON TRUST Co1,149$83K0.0%+115.2%0.000%
4/23/2024 AllGen Financial Advisors Inc.28,179$2.04M0.8%-6.8%0.002%
4/23/2024 Venturi Wealth Management LLC7,170$519K0.0%-34.2%0.000%
4/23/2024 Canvas Wealth Advisors LLC26,080$1.89M0.6%-14.1%0.001%
4/23/2024 Live Oak Private Wealth LLC216,715$15.68M2.7%+5.1%0.012%
4/23/2024 Community Financial Services Group LLC75,479$5.46M1.2%N/A0.004%
4/23/2024 Spectrum Asset Management Inc. NB CA 76,139$5.51M2.4%+8.8%0.004%
4/23/2024 Amalgamated Bank307,755$22.26M0.2%-14.2%0.017%
4/23/2024 Gradient Investments LLC225,207$16.29M0.4%-55.7%0.013%
4/23/2024 New Mexico Educational Retirement Board74,987$5.43M0.2%-3.0%0.004%
4/23/2024 Bluesphere Advisors LLC2,900$210K0.1%N/A0.000%
4/23/2024 Fifth Third Bancorp215,386$15.58M0.1%+35.1%0.012%
Better than Bitcoin? The Biotech Stock with 46,751% Potential (Ad)

4x Better than Bitcoin Bitcoin would have to go from $68,000 to $314,000 to match the 463% gains we saw with Immunogen in December.

Get the name of the stock here >>>
4/23/2024 Wesbanco Bank Inc.4,252$308K0.0%+13.8%0.000%
4/23/2024 Summit Trail Advisors LLC37,012$2.68M0.1%+17.8%0.002%
4/23/2024 Stablepoint Partners LLC10,899$788K0.2%-6.9%0.001%
4/23/2024 Principle Wealth Partners LLC50,942$3.69M0.3%-0.4%0.003%
4/23/2024 Cigna Investments Inc. New15,698$1.14M0.2%-1.2%0.001%
4/23/2024 Hunter Perkins Capital Management LLC80,740$5.84M1.2%-19.2%0.005%
4/23/2024 Strategic Blueprint LLC11,708$847K0.1%+15.1%0.001%
4/23/2024 Bank of Stockton8,163$591K0.2%+4.8%0.000%
4/23/2024 Accurate Wealth Management LLC3,089$227K0.1%-28.9%0.000%
4/23/2024 Hanson & Doremus Investment Management127,441$9.22M1.5%+3.6%0.007%
(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, 2,078 institutional investors and hedge funds held shares of Charles Schwab. The most heavily invested institutionals were Toronto Dominion Bank ($12.41B), Vanguard Group Inc. ($8.25B), BlackRock Inc. ($5.42B), Price T Rowe Associates Inc. MD ($4.77B), 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 1,885 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 ($965.03M), Toronto Dominion Bank ($225.30M), Capital Research Global Investors ($22.95M), Price T Rowe Associates Inc. MD ($19.37M), 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 1,572,345,382 shares in the last 24 months. This purchase volume represents approximately $98.80B in transactions.

Which Charles Schwab major shareholders have been selling company stock?

Of the 1,199 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 ($60.90M), Price T Rowe Associates Inc. MD ($29.43M), Primecap Management Co. CA ($23.08M), Parnassus Investments LLC ($15.81M), BlackRock Inc. ($12.33M), FMR LLC ($11.29M), and Boston Partners ($9.99M).

How much institutional selling is happening at Charles Schwab?

Institutional investors have sold a total of 341,869,795 shares in the last 24 months. This volume of shares sold represents approximately $21.90B in transactions.


Related Companies:
This page (NYSE:SCHW) was last updated on 4/27/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
These AI trades triggered this morning (545% return)
Prosper Trading Academy
He Is Giving Away Bitcoin
Crypto Swap Profits
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Fed launches fourth dollar overhaul
Stansberry Research
Biden out June 13; Kamala won’t replace him?
Paradigm Press
Man Who Predicted 2008: “This Will be Worse.”
Altimetry
Exposed: 10 CENT Crypto to Explode April 20th?
True Market Insiders