Charles Schwab Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| INVESCO LTD. | 02/19/2026 | 16.43 M | $1.64 B | 3.04% | 0.93% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 49.10 M | $4.91 B | -14.53% | 2.77% |
| FMR LLC | 02/17/2026 | 33.83 M | $3.38 B | 7.32% | 1.91% |
| HARRIS ASSOCIATES L P | 02/17/2026 | 22.03 M | $2.20 B | 3.75% | 1.24% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 02/17/2026 | 17.21 M | $1.72 B | -2.93% | 0.97% |
| NORTHERN TRUST CORP | 02/17/2026 | 16.60 M | $1.66 B | -2.38% | 0.94% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 15.09 M | $1.51 B | -0.11% | 0.85% |
| VIKING GLOBAL INVESTORS LP | 02/17/2026 | 13.87 M | $1.39 B | -16.34% | 0.78% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 13.19 M | $1.32 B | -8.47% | 0.74% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 9.07 M | $905.85 M | 12.32% | 0.51% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 7.94 M | $793.49 M | 3.62% | 0.45% |
| BAMCO INC /NY/ | 02/17/2026 | 7.06 M | $705.40 M | -1.00% | 0.40% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 6.86 M | $685.65 M | 17.86% | 0.39% |
| AMUNDI | 02/17/2026 | 6.47 M | $646.55 M | -7.33% | 0.37% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 6.28 M | $627.82 M | 5.45% | 0.35% |
| ROYAL BANK OF CANADA | 02/17/2026 | 5.05 M | $504.81 M | -23.05% | 0.29% |
| CITADEL ADVISORS LLC | 02/17/2026 | 4.73 M | $472.69 M | 21.19% | 0.27% |
| CANADA PENSION PLAN INVESTMENT BOARD | 02/17/2026 | 4.13 M | $412.73 M | -24.65% | 0.23% |
| DODGE & COX | 02/13/2026 | 76.51 M | $7.64 B | -7.86% | 4.32% |
| STATE STREET CORP | 02/13/2026 | 72.63 M | $7.26 B | -0.72% | 4.10% |
| MORGAN STANLEY | 02/13/2026 | 23.23 M | $2.32 B | -6.04% | 1.31% |
| BROWN ADVISORY INC | 02/13/2026 | 12.20 M | $1.22 B | -2.38% | 0.69% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 11.24 M | $1.12 B | -3.04% | 0.63% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 9.37 M | $935.94 M | -1.10% | 0.53% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 7.98 M | $796.85 M | 3.79% | 0.45% |
| RUANE, CUNNIFF & GOLDFARB L.P. | 02/13/2026 | 5.59 M | $558.99 M | -11.41% | 0.32% |
| BOSTON PARTNERS | 02/13/2026 | 4.66 M | $465.72 M | 6.02% | 0.26% |
| BARCLAYS PLC | 02/13/2026 | 4.24 M | $423.56 M | -13.60% | 0.24% |
| BLACKROCK, INC. | 02/12/2026 | 134.17 M | $13.40 B | 1.43% | 7.57% |
| GENERATION INVESTMENT MANAGEMENT LLP | 02/12/2026 | 7.85 M | $784.07 M | -26.84% | 0.44% |
| NUVEEN, LLC | 02/12/2026 | 5.81 M | $580.19 M | 1.00% | 0.33% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 5.68 M | $567.70 M | -1.14% | 0.32% |
| JPMORGAN CHASE & CO | 02/11/2026 | 67.19 M | $6.71 B | 10.90% | 3.79% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 30.18 M | $3.02 B | 0.26% | 1.70% |
| PRIMECAP MANAGEMENT CO/CA/ | 02/11/2026 | 23.28 M | $2.33 B | 9.75% | 1.31% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 5.99 M | $598.58 M | -2.53% | 0.34% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 4.37 M | $436.88 M | -5.39% | 0.25% |
| NORGES BANK | 02/10/2026 | 19.96 M | $1.99 B | 100.00% | 1.13% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 13.15 M | $1.31 B | 10.70% | 0.74% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 9.75 M | $974.55 M | 3.50% | 0.55% |
| ALLEN INVESTMENT MANAGEMENT LLC | 02/10/2026 | 5.58 M | $557.92 M | -4.52% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 5.44 M | $543.46 M | -5.52% | 0.31% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 37.67 M | $3.75 B | 0.26% | 2.13% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 21.82 M | $2.18 B | 0.79% | 1.23% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 9.57 M | $956.22 M | 6.53% | 0.54% |
| PROVIDENT TRUST CO | 02/02/2026 | 4.37 M | $437.02 M | -4.65% | 0.25% |
| FLOSSBACH VON STORCH AG | 01/30/2026 | 10.47 M | $1.05 B | -1.56% | 0.59% |
| VANGUARD GROUP INC | 01/29/2026 | 150.53 M | $15.04 B | -0.70% | 8.49% |
| UBS GROUP AG | 01/29/2026 | 7.37 M | $735.88 M | 45.11% | 0.42% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 15.37 M | $1.54 B | -10.05% | 0.87% |
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Charles Schwab Corp. institutional Ownership - FAQ's
During the previous two years, 2976 institutional investors and hedge funds held shares of Charles Schwab Corp.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 150.53 M
BlackRock, Inc.: 134.17 M
DODGE & COX: 76.51 M
STATE STREET CORP: 72.63 M
JPMORGAN CHASE & CO: 67.19 M
PRICE T ROWE ASSOCIATES INC /MD/: 49.1 M
79.33% of Charles Schwab Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 1.81 B shares in the last 24 months. This purchase volume represents approximately $168.62 B in transactions.