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The Charles Schwab Corporation (SCHW) Ownership

The Charles Schwab Corporation (SCHW) Ownership

NYSE Currency in USD Disclaimer

Stock Price

$70.95

$0.12

(0.17%)

Day's range
$70.44
Day's range
$71.37
Recent Quarter Total Invested

$111.14 B

$2.06 B
Recent Quarter Institutional Ownership Percentage

81.96%

$0.87
Total Invested of Last Quarter

$109.08 B

Ownership Percentage of Last Quarter

81.09%

The Charles Schwab Corporation Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
TORONTO DOMINION BANK 08/14/2024 225.96 M $16.65 B   -0.05% 12.38%
VANGUARD GROUP INC 08/13/2024 122.21 M $9.01 B   1.03% 6.70%
BLACKROCK INC. 08/13/2024 101.02 M $7.44 B   1.49% 5.54%
DODGE & COX 08/13/2024 85.79 M $6.32 B   -0.59% 4.70%
PRICE T ROWE ASSOCIATES INC /MD/ 08/14/2024 85.19 M $6.28 B   17.82% 4.67%
STATE STREET CORP 08/14/2024 61.66 M $4.54 B   0.20% 3.38%
JPMORGAN CHASE & CO 08/12/2024 43.99 M $3.24 B   7.73% 2.41%
GEODE CAPITAL MANAGEMENT, LLC 08/09/2024 29.70 M $2.18 B   2.25% 1.63%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 08/09/2024 26.97 M $1.99 B   -12.31% 1.48%
MORGAN STANLEY 10/17/2024 23.18 M $1.71 B   -0.46% 1.27%
HARRIS ASSOCIATES L P 08/14/2024 22.93 M $1.69 B   0.66% 1.26%
FRANKLIN RESOURCES INC 08/14/2024 21.10 M $1.56 B   8.16% 1.16%
FISHER ASSET MANAGEMENT, LLC 08/14/2024 19.70 M $1.45 B   2.80% 1.08%
BANK OF AMERICA CORP /DE/ 08/14/2024 18.10 M $1.33 B   -6.03% 0.99%
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN 08/14/2024 15.31 M $1.13 B   632.73% 0.84%
ALLIANCEBERNSTEIN L.P. 08/14/2024 14.94 M $1.10 B   -11.86% 0.82%
NORGES BANK 08/14/2024 14.82 M $1.09 B   100.00% 0.81%
NORTHERN TRUST CORP 08/14/2024 14.36 M $1.06 B   0.51% 0.79%
ARTISAN PARTNERS LIMITED PARTNERSHIP 08/12/2024 12.95 M $954.12 M   -0.35% 0.71%
NUVEEN ASSET MANAGEMENT, LLC 08/09/2024 12.94 M $953.57 M   -1.26% 0.71%
INVESCO LTD. 08/13/2024 12.69 M $935.48 M   -8.25% 0.70%
FLOSSBACH VON STORCH AG 08/02/2024 11.40 M $840.12 M   -20.25% 0.62%
LEGAL & GENERAL GROUP PLC 08/14/2024 10.89 M $802.19 M   2.11% 0.60%
BANK OF NEW YORK MELLON CORP 07/25/2024 10.63 M $783.25 M   -4.26% 0.58%
WELLINGTON MANAGEMENT GROUP LLP 08/14/2024 9.86 M $726.48 M   -9.44% 0.54%
GOLDMAN SACHS GROUP INC 08/13/2024 9.62 M $708.90 M   1.90% 0.53%
UBS ASSET MANAGEMENT AMERICAS INC 08/14/2024 8.81 M $649.26 M   24.02% 0.48%
ALLEN INVESTMENT MANAGEMENT LLC 08/08/2024 8.71 M $642.01 M   2.97% 0.48%
GENERATION INVESTMENT MANAGEMENT LLP 08/13/2024 8.57 M $631.82 M   1.03% 0.47%
JANUS HENDERSON GROUP PLC 08/14/2024 8.22 M $605.90 M   -2.82% 0.45%
AMERIPRISE FINANCIAL INC 08/14/2024 8.19 M $603.19 M   -12.08% 0.45%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 08/12/2024 7.83 M $576.81 M   2.10% 0.43%
RUANE, CUNNIFF & GOLDFARB L.P. 08/14/2024 7.79 M $573.68 M   -4.27% 0.43%
ROYAL BANK OF CANADA 08/14/2024 7.69 M $566.97 M   3.54% 0.42%
LAZARD ASSET MANAGEMENT LLC 08/14/2024 7.50 M $552.97 M   2.72% 0.41%
BAMCO INC /NY/ 08/14/2024 7.37 M $543.44 M   -0.77% 0.40%
PRINCIPAL FINANCIAL GROUP INC 07/29/2024 6.64 M $488.98 M   5.38% 0.36%
MILLENNIUM MANAGEMENT LLC 08/14/2024 6.27 M $462.13 M   29.59% 0.34%
BAIRD FINANCIAL GROUP, INC. 08/14/2024 6.08 M $447.96 M   5.20% 0.33%
FMR LLC 08/13/2024 6.06 M $446.57 M   71.65% 0.33%
YACKTMAN ASSET MANAGEMENT LP 08/02/2024 5.91 M $435.26 M   -5.96% 0.32%
DEUTSCHE BANK AG\ 08/14/2024 5.62 M $414.22 M   -16.02% 0.31%
ENVESTNET ASSET MANAGEMENT INC 08/08/2024 5.52 M $406.72 M   1.31% 0.30%
ENSIGN PEAK ADVISORS, INC 08/13/2024 5.38 M $396.57 M   -5.96% 0.29%
SCHRODER INVESTMENT MANAGEMENT GROUP 08/12/2024 5.34 M $393.74 M   8.15% 0.29%
LONDON CO OF VIRGINIA 08/14/2024 5.14 M $378.61 M   -5.51% 0.28%
UBS GROUP AG 08/14/2024 5.06 M $372.80 M   -5.21% 0.28%
DIMENSIONAL FUND ADVISORS LP 08/09/2024 4.90 M $361.40 M   6.75% 0.27%
THELEME PARTNERS LLP 08/14/2024 4.61 M $339.38 M   -9.17% 0.25%
BARCLAYS PLC 08/14/2024 4.53 M $333.86 M   -25.03% 0.25%

The Charles Schwab Corporationinstitutional Ownership - Frequently Asked Questions

  • Who are the largest shareholders of SCHW shares?

    During the previous two years, 1775 institutional investors and hedge funds held shares of The Charles Schwab Corporation. The most heavily invested institutionals were:

    ANGELES WEALTH MANAGEMENT, LLC: 0

    MCDANIEL TERRY & CO: 0

    Bluesphere Advisors, LLC: 0

    HS Management Partners, LLC: 0

    Capital Asset Advisory Services LLC: 0

    New Century Financial Group, LLC: 0

  • What percentage of The Charles Schwab Corporation stock is owned by institutional investors?

    81.96% of The Charles Schwab Corporation stock is owned by institutional investors.

  • How much institutional buying is happening at SCHW ?

    Institutional investors have bought a total of 1.67 B shares in the last 24 months. This purchase volume represents approximately $118.48 B in transactions.

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