Charles Schwab Corp (SCHW) Ownership

81.51 ↑0.04 (0.05%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

The Toronto-Dominion Bank is the biggest individual institutional holder of Charles Schwab Corp (SCHW), owning a total of 226 million shares. Combined, the top 34 institutional holders of SCHW own 68.75% of the company with a total of 1.3 billion shares.

In the latest ownership report on September 30th 2024, the top 34 institutional holders increased their combined ownership of SCHW by 14 million shares. 14 institutions bought 38,033,087 total additional shares and increased their ownership by an average of 10.22%. However 2 institutions sold 24,079,573 total shares and decreased their ownership by an average of 27.13%.

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 13,953,514 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc6.959%4.241%127,390,8465,183,2062024-09-30
Dodge & Cox4.894%4.431%89,587,8383,800,7852024-09-30
T. Rowe Price Associates, Inc.4.797%3.075%87,813,9802,619,7732024-09-30
State Street Corp3.391%0.673%62,076,447414,9492024-09-30
JPMorgan Chase & Co2.635%9.638%48,232,1844,239,9892024-09-30
Geode Capital Management, LLC1.647%1.500%30,141,441445,3042024-09-30
Massachusetts Financial Services Company1.567%6.346%28,679,3051,711,3122024-09-30
Harris Associates L.P.1.542%23.131%28,227,7975,302,7362024-09-30
Franklin Resources Inc1.500%30.084%27,452,0636,348,7522024-09-30
Morgan Stanley - Brokerage Accounts1.244%-50.898%22,764,859-23,597,3252024-09-30
Fisher Asset Management, LLC1.103%2.504%20,189,558493,2642024-09-30
Artisan Partners Limited Partnership0.991%40.085%18,137,8755,190,1032024-09-30
AllianceBernstein L.P.0.841%3.093%15,402,862462,1702024-09-30
Amvescap Plc.0.787%13.529%14,412,2941,717,4592024-09-30
Northern Trust Corp0.758%-3.359%13,875,631-482,2482024-09-30
Nuveen Asset Management, LLC0.713%0.798%13,043,557103,2852024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
The Toronto-Dominion Bank12.344%-0.054%225,962,971-122,3882024-06-30
Vanguard Group Inc6.959%4.241%127,390,8465,183,2062024-09-30
BlackRock Inc5.519%1.494%101,023,3901,486,7632024-06-30
Dodge & Cox4.894%4.431%89,587,8383,800,7852024-09-30
T. Rowe Price Associates, Inc.4.797%3.075%87,813,9802,619,7732024-09-30
State Street Corp3.391%0.673%62,076,447414,9492024-09-30
State Street Corporation3.364%0.292%61,539,248178,9392024-03-31
JPMorgan Chase & Co2.635%9.638%48,232,1844,239,9892024-09-30
Geode Capital Management, LLC1.647%1.500%30,141,441445,3042024-09-30
Massachusetts Financial Services Company1.567%6.346%28,679,3051,711,3122024-09-30
Harris Associates L.P.1.542%23.131%28,227,7975,302,7362024-09-30
Franklin Resources Inc1.500%30.084%27,452,0636,348,7522024-09-30
Morgan Stanley - Brokerage Accounts1.244%-50.898%22,764,859-23,597,3252024-09-30
Fisher Asset Management, LLC1.103%2.504%20,189,558493,2642024-09-30
Artisan Partners Limited Partnership0.991%40.085%18,137,8755,190,1032024-09-30
Goldman Sachs Group Inc0.991%113.604%18,117,6449,635,7552023-12-31
Bank of America Corp0.989%-6.033%18,095,458-1,161,8582024-06-30
Wellington Management Company LLP0.972%-42.230%17,707,138-12,944,0412023-06-30
GQG Partners LLC0.956%4.890%17,377,879810,2242022-12-31
AllianceBernstein L.P.0.841%3.093%15,402,862462,1702024-09-30
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr0.836%632.726%15,309,77313,220,3462024-06-30
OFI Invest Asset Management0.839%0.000%15,276,68315,276,6832023-03-31
Royal Bank of Canada0.835%-17.966%15,205,681-3,330,0402023-03-31
NORGES BANK0.810%7.306%14,819,8841,008,9532024-06-30
Generation Investment Management LLP0.804%0.828%14,632,241120,1212022-12-31
Amvescap Plc.0.787%13.529%14,412,2941,717,4592024-09-30
Northern Trust Corp0.758%-3.359%13,875,631-482,2482024-09-30
FMR Inc0.746%-11.053%13,577,474-1,687,1992022-12-31
HHG PLC0.738%18.103%13,442,0012,060,4252023-06-30
Nuveen Asset Management, LLC0.713%0.798%13,043,557103,2852024-09-30
Bank of New York Mellon Corp0.697%-11.316%12,718,173-1,622,8592023-09-30
Parnassus Investments, LLC0.678%-9.988%12,647,066-1,403,4012022-12-31
Putnam Investments LLC0.641%-0.652%11,677,595-76,5772023-09-30
Flossbach von Storch AG0.623%-20.252%11,400,695-2,895,2222024-06-30

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 43 mutual fund holders of SCHW own 56.11% of the company with a total of 1 billion shares.

In the latest ownership report on November 27th 2024, the top 43 fund holders increased their combined ownership of SCHW by 41 thousand shares. 2 funds bought 61,319 total additional shares and increased their ownership by an average of 0.20%. However 1 funds sold 101,964 total shares and decreased their ownership by an average of 0.55%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Charles Schwab Corp decreased by a net total of -40,645 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
SPDR® S&P 500® ETF Trust1.002%-0.553%18,341,113-101,9642024-11-27
iShares Core S&P 500 ETF0.921%0.310%16,859,30052,1562024-11-27
The Financial Select Sector SPDR® ETF0.607%0.083%11,110,0259,1632024-11-27

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
2ndVote Advisers AMF Index10.495%0.000%191,270,66502023-03-31
Performer (AFRIS)7.800%0.000%142,692,707142,692,7072024-02-29
2ndVote Advisers SDI Index7.079%0.000%129,014,25302023-03-31
Dodge & Cox Stock I3.297%4.186%60,345,8352,424,8002024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.625%1.817%47,795,320852,8832023-03-31
Vanguard Total Stock Mkt Idx Inv2.609%-0.352%47,750,602-168,5402024-10-31
Vanguard Institutional 500 Index Trust2.163%1.187%39,594,457464,5842024-10-31
Vanguard 500 Index Investor1.966%0.568%35,793,846202,2312023-08-31
Fidelity 500 Index1.003%-0.152%18,364,531-27,9452024-09-30
SPDR® S&P 500® ETF Trust1.002%-0.553%18,341,113-101,9642024-11-27
SPDR® S&P 500 ETF Trust0.973%0.700%17,782,091123,6202024-05-30
Fidelity® 500 Index0.951%0.640%17,327,548110,2672023-11-30
iShares Core S&P 500 ETF0.921%0.310%16,859,30052,1562024-11-27
JPM US Equity Income-Composite0.757%12.809%13,856,8981,573,3542024-09-30
JPMorgan Equity Income I0.757%-0.564%13,856,898-78,6492024-09-30
Vanguard Value Index Inv0.701%0.310%12,825,49139,6192024-10-31
The Financial Select Sector SPDR® ETF0.607%0.083%11,110,0259,1632024-11-27
AF High Growth (AFRIS)0.593%0.000%10,847,52410,847,5242024-02-29
Nomura US Value Strategy Mother Fund0.585%69,637.300%10,669,80010,654,5002023-04-27
Financial Select Sector SPDR® ETF0.550%0.032%10,047,6873,2522024-05-30
JPM US Equity Income-MA0.543%115,016.000%9,899,9399,891,3392023-09-30
Oakmark Investor0.529%17.234%9,687,0751,424,0752024-09-30
Vanguard Institutional Index I0.519%-0.027%9,494,064-2,5722024-10-31
T. Rowe Price U.S. Value Equity Tr-Z0.518%30.860%9,473,2522,234,0092024-09-30
T. Rowe Price US Value Equity Composite0.483%27.108%8,848,1611,887,0422024-09-30
T. Rowe Price Value0.483%5.892%8,848,161492,3002024-09-30
State St S&P 500® Indx SL Cl III0.396%0.291%7,242,16721,0002024-10-31
Putnam US Large Cap Value Equity0.384%6.312%7,036,715417,8092024-09-30
Putnam Large Cap Value A0.384%2.227%7,036,715153,2922024-09-30
Parnassus Core Equity Investor0.368%0.000%6,694,64802023-03-31
Vanguard Wellington™ Inv0.363%-58.640%6,617,658-9,382,4242023-06-30
MFS Growth Equity0.323%-15.277%6,020,703-1,085,6612022-09-30
FvS SICAV Multiple Opportunities F0.328%0.000%6,000,00002024-08-31
JPMorgan Large Cap Growth I0.326%0.000%5,939,62602023-04-30
T. Rowe Price US Growth Stock Composite0.323%15.235%5,908,806781,2052024-09-30
T. Rowe Price Growth Stock0.323%-3.913%5,908,806-240,6002024-09-30
MFS Growth B0.309%0.000%5,770,48002022-11-30
T. Rowe Price US Lrg-Cap Core Gr Eq Comp0.306%-4.861%5,570,347-284,6342023-03-31
T. Rowe Price Blue Chip Growth0.306%-4.861%5,570,347-284,6342023-03-31
VanEck Morningstar Wide Moat ETF0.295%-0.030%5,399,431-1,5992024-05-31
VanEck Morningstar Wide Moat0.294%5.141%5,371,879262,6472024-03-31
Blackrock Eq Idx Fund CF0.288%-0.739%5,275,102-39,2902024-06-30
CREF Stock R10.289%-6.865%5,271,098-388,5472024-01-31

Discussions

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BretJohns

$SCHW might get a sell off today

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leahmccourt

$SCHW go to the bathroom
come back to green! I like it!

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