Recent Quarter Total Invested
$111.12 B
Recent Quarter Institutional Ownership Percentage
81.95%
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 | 08/14/2024 | 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, 2473 institutional investors and hedge funds held shares of The Charles Schwab Corporation. The most heavily invested institutionals were:
TORONTO DOMINION BANK: 225.96 M
VANGUARD GROUP INC: 122.21 M
BlackRock Inc.: 101.02 M
DODGE & COX: 85.79 M
PRICE T ROWE ASSOCIATES INC /MD/: 85.19 M
STATE STREET CORP: 61.66 M
-
What percentage of The Charles Schwab Corporation stock is owned by institutional investors?
81.95% 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 1.74 B shares in the last 24 months. This purchase volume represents approximately $112.67 B in transactions.