Charles Schwab Corp (SCHW) Ownership

93.82 ↓1.21 (-1.27%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

The Toronto-Dominion Bank is the biggest individual institutional holder of Charles Schwab Corp (SCHW), owning a total of 185.5 million shares. Combined, the top 40 institutional holders of SCHW own 76.80% of the company with a total of 1.4 billion shares.

In the latest ownership report on June 30th 2025, the top 40 institutional holders increased their combined ownership of SCHW by 18.2 million shares. 12 institutions bought 41,187,504 total additional shares and increased their ownership by an average of 10.14%. However 8 institutions sold 22,971,818 total shares and decreased their ownership by an average of 8.45%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Charles Schwab Corp increased by a net total of 18,215,686 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.329%	1.878%	151,182,081	2,786,829	2025-06-30
BlackRock Inc	7.063%	4.357%	128,213,107	5,353,480	2025-06-30
Dodge & Cox	4.647%	-4.950%	84,357,885	-4,392,770	2025-06-30
T. Rowe Price Associates, Inc.	4.123%	-8.791%	74,835,769	-7,213,215	2025-06-30
State Street Corp	3.992%	0.739%	72,464,619	531,329	2025-06-30
JPMorgan Chase & Co	3.890%	30.362%	70,604,230	16,444,010	2025-06-30
Geode Capital Management, LLC	2.059%	2.857%	37,381,183	1,038,376	2025-06-30
FMR Inc	1.905%	8.132%	34,579,061	2,600,371	2025-06-30
Franklin Resources Inc	1.655%	2.791%	30,035,937	815,625	2025-06-30
Morgan Stanley - Brokerage Accounts	1.327%	12.398%	24,088,854	2,657,145	2025-06-30
Harris Associates L.P.	1.265%	-16.814%	22,969,673	-4,642,770	2025-06-30
Fisher Asset Management, LLC	1.178%	0.999%	21,376,690	211,527	2025-06-30
NORGES BANK	1.141%	18.877%	20,713,047	3,289,131	2025-06-30
PRIMECAP Management Company	1.049%	35.943%	19,034,806	5,032,728	2025-06-30
Massachusetts Financial Services Company	1.014%	-10.337%	18,405,261	-2,121,852	2025-06-30
Artisan Partners Limited Partnership	1.001%	2.405%	18,176,812	426,953	2025-06-30
Northern Trust Corp	0.943%	-1.907%	17,107,674	-332,627	2025-06-30
Viking Global Investors LP	0.869%	-10.970%	15,773,225	-1,943,492	2025-06-30
Bank of America Corp	0.848%	-3.652%	15,395,866	-583,566	2025-06-30
AllianceBernstein L.P.	0.847%	-10.175%	15,374,233	-1,741,526	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
The Toronto-Dominion Bank	10.209%	0.037%	185,493,487	68,096	2024-12-31
Vanguard Group Inc	8.329%	1.878%	151,182,081	2,786,829	2025-06-30
BlackRock Inc	7.063%	4.357%	128,213,107	5,353,480	2025-06-30
Dodge & Cox	4.647%	-4.950%	84,357,885	-4,392,770	2025-06-30
T. Rowe Price Associates, Inc.	4.123%	-8.791%	74,835,769	-7,213,215	2025-06-30
State Street Corp	3.992%	0.739%	72,464,619	531,329	2025-06-30
JPMorgan Chase & Co	3.890%	30.362%	70,604,230	16,444,010	2025-06-30
State Street Corporation	3.364%	0.292%	61,539,248	178,939	2024-03-31
Geode Capital Management, LLC	2.059%	2.857%	37,381,183	1,038,376	2025-06-30
FMR Inc	1.905%	8.132%	34,579,061	2,600,371	2025-06-30
Franklin Resources Inc	1.655%	2.791%	30,035,937	815,625	2025-06-30
MFS Investment Management KK	1.567%	6.346%	28,679,305	1,711,312	2024-09-30
Morgan Stanley - Brokerage Accounts	1.327%	12.398%	24,088,854	2,657,145	2025-06-30
Harris Associates L.P.	1.265%	-16.814%	22,969,673	-4,642,770	2025-06-30
Fisher Asset Management, LLC	1.178%	0.999%	21,376,690	211,527	2025-06-30
NORGES BANK	1.141%	18.877%	20,713,047	3,289,131	2025-06-30
Citadel Advisors Llc	1.130%	879.800%	20,502,737	18,410,193	2025-03-31
PRIMECAP Management Company	1.049%	35.943%	19,034,806	5,032,728	2025-06-30
Massachusetts Financial Services Company	1.014%	-10.337%	18,405,261	-2,121,852	2025-06-30
Artisan Partners Limited Partnership	1.001%	2.405%	18,176,812	426,953	2025-06-30
GQG Partners LLC	0.956%	4.890%	17,377,879	810,224	2022-12-31
Northern Trust Corp	0.943%	-1.907%	17,107,674	-332,627	2025-06-30
Viking Global Investors LP	0.869%	-10.970%	15,773,225	-1,943,492	2025-06-30
Amvescap Plc.	0.859%	5.012%	15,586,450	743,906	2025-03-31
Wellington Management Company LLP	0.853%	595.666%	15,488,777	13,262,309	2025-03-31
Bank of America Corp	0.848%	-3.652%	15,395,866	-583,566	2025-06-30
AllianceBernstein L.P.	0.847%	-10.175%	15,374,233	-1,741,526	2025-06-30
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr	0.836%	632.726%	15,309,773	13,220,346	2024-06-30
OFI Invest Asset Management	0.839%	0.000%	15,276,683	15,276,683	2023-03-31
Royal Bank of Canada	0.835%	-17.966%	15,205,681	-3,330,040	2023-03-31
Generation Investment Management LLP	0.743%	10.790%	13,493,957	1,314,191	2024-12-31
HHG PLC	0.738%	18.103%	13,442,001	2,060,425	2023-06-30
Nuveen Asset Management, LLC	0.713%	0.798%	13,043,557	103,285	2024-09-30
Bank of New York Mellon Corp	0.697%	-11.316%	12,718,173	-1,622,859	2023-09-30
Parnassus Investments, LLC	0.678%	-9.988%	12,647,066	-1,403,401	2022-12-31
Putnam Investments LLC	0.641%	-0.652%	11,677,595	-76,577	2023-09-30
Flossbach von Storch AG	0.623%	-20.252%	11,400,695	-2,895,222	2024-06-30
Goldman Sachs Group Inc	0.508%	-3.264%	9,306,077	-313,953	2024-09-30
Allen Investment Management LLC	0.464%	-2.499%	8,494,607	-217,757	2024-09-30
Ruane, Cunniff & Goldfarb L.P.	0.407%	-4.300%	7,450,286	-334,771	2024-09-30

Mutual Fund Ownership

2ndVote Advisers AMF Index is the biggest individual fund holder of Charles Schwab Corp (SCHW), owning a total of 191.3 million shares. Combined, the top 49 mutual fund holders of SCHW own 61.74% of the company with a total of 1.1 billion shares.

In the latest ownership report on August 31st 2025, the top 49 fund holders increased their combined ownership of SCHW by 201 thousand shares. 1 funds bought 253,759 total additional shares and increased their ownership by an average of 1.24%. However 2 funds sold 52,549 total shares and decreased their ownership by an average of 0.23%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Charles Schwab Corp increased by a net total of 201,210 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF	1.137%	1.245%	20,639,076	253,759	2025-08-31
iShares Core S&P 500 ETF	1.132%	0.000%	20,551,899	0	2025-08-31
The Financial Select Sector SPDR® ETF	0.670%	-0.316%	12,162,190	-38,592	2025-08-31
State St S&P 500® Indx SL Cl III	0.502%	-0.153%	9,116,707	-13,957	2025-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
2ndVote Advisers AMF Index	10.495%	0.000%	191,270,665	0	2023-03-31
Performer (AFRIS)	7.800%	0.000%	142,692,707	142,692,707	2024-02-29
2ndVote Advisers SDI Index	7.079%	0.000%	129,014,253	0	2023-03-31
Dodge & Cox Stock I	3.192%	-3.543%	57,932,535	-2,128,200	2025-06-30
Vanguard Total Stock Mkt Idx Inv	2.988%	-2.269%	54,238,604	-1,259,216	2025-07-31
Vanguard US Total Market Shares ETF	2.616%	0.103%	47,919,142	49,103	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.625%	1.817%	47,795,320	852,883	2023-03-31
Vanguard 500 Index Investor	2.329%	-12.777%	42,278,597	-6,193,345	2025-07-31
Fidelity 500 Index	1.193%	0.043%	21,650,018	9,298	2025-07-31
SPDR® S&P 500 ETF	1.129%	-3.907%	20,675,879	-840,613	2025-03-31
SPDR® S&P 500® ETF Trust	1.137%	-0.521%	20,643,847	-108,108	2025-03-31
SPDR® S&P 500® ETF	1.137%	1.245%	20,639,076	253,759	2025-08-31
iShares Core S&P 500 ETF	1.132%	0.000%	20,551,899	0	2025-08-31
SPDR® S&P 500 ETF Trust	0.973%	0.700%	17,782,091	123,620	2024-05-30
Fidelity® 500 Index	0.951%	0.640%	17,327,548	110,267	2023-11-30
Vanguard Value Index Inv	0.843%	-0.118%	15,299,270	-18,009	2025-07-31
The Financial Select Sector SPDR® ETF	0.670%	-0.316%	12,162,190	-38,592	2025-08-31
Vanguard PRIMECAP Inv	0.668%	41.667%	12,129,322	3,567,454	2025-06-30
JPM US Equity Income-Composite	0.660%	-2.123%	11,972,468	-259,656	2025-06-30
AF High Growth (AFRIS)	0.593%	0.000%	10,847,524	10,847,524	2024-02-29
Nomura US Value Strategy Mother Fund	0.585%	69,637.300%	10,669,800	10,654,500	2023-04-27
Vanguard Institutional Index I	0.569%	-1.106%	10,324,880	-115,513	2025-07-31
Vanguard Wellington™ Inv	0.565%	-3.562%	10,256,196	-378,823	2025-06-30
JPMorgan Equity Income I	0.555%	-15.842%	10,075,832	-1,896,636	2025-07-31
Financial Select Sector SPDR® ETF	0.550%	0.032%	10,047,687	3,252	2024-05-30
JPM US Equity Income-MA	0.543%	115,016.000%	9,899,939	9,891,339	2023-09-30
State St S&P 500® Indx SL Cl III	0.502%	-0.153%	9,116,707	-13,957	2025-08-31
Oakmark Investor	0.440%	-15.779%	7,990,075	-1,497,000	2025-06-30
Putnam US Large Cap Value Equity	0.425%	0.000%	7,711,033	0	2025-06-30
Putnam Large Cap Value A	0.425%	0.000%	7,711,033	0	2025-07-31
JPMorgan Large Cap Growth I	0.418%	0.000%	7,589,444	0	2025-07-31
T. Rowe Price U.S. Value Equity Tr-D	0.398%	1.584%	7,225,421	112,641	2025-06-30
T. Rowe Price U.S. Value Equity Tr-Z	0.392%	-8.038%	7,112,780	-621,716	2025-03-31
Parnassus Core Equity Investor	0.368%	0.000%	6,694,648	0	2023-03-31
Vanguard Institutional 500 Index Trust	0.359%	0.000%	6,521,324	6,521,324	2025-07-31
Blackrock Eq Idx Fund CF	0.356%	0.913%	6,457,365	58,399	2025-06-30
T. Rowe Price Value	0.339%	-0.059%	6,167,007	-3,646	2025-03-31
T. Rowe Price US Value Equity Composite	0.339%	-13.147%	6,167,007	-933,508	2025-03-31
MFS Growth Equity	0.323%	-15.277%	6,020,703	-1,085,661	2022-09-30
FvS SICAV Multiple Opportunities F	0.328%	0.000%	6,000,000	0	2024-10-31
T. Rowe Price US Growth Stock Composite	0.323%	15.235%	5,908,806	781,205	2024-09-30
T. Rowe Price Growth Stock	0.323%	-3.913%	5,908,806	-240,600	2024-09-30
MFS Growth B	0.309%	0.000%	5,770,480	0	2022-11-30
Franklin Rising Dividends Fund A	0.308%	0.000%	5,590,000	0	2025-03-31
T. Rowe Price US Lrg-Cap Core Gr Eq Comp	0.306%	-4.861%	5,570,347	-284,634	2023-03-31
T. Rowe Price Blue Chip Growth	0.306%	-4.861%	5,570,347	-284,634	2023-03-31
VanEck Morningstar Wide Moat ETF	0.295%	-0.030%	5,399,431	-1,599	2024-05-31
VanEck Morningstar Wide Moat	0.294%	5.141%	5,371,879	262,647	2024-03-31
CREF Stock R1	0.289%	-6.865%	5,271,098	-388,547	2024-01-31