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
Latest Institutional Ownership Changes
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
Vanguard Group Inc | 6.959% | 4.241% | 127,390,846 | 5,183,206 | 2024-09-30 |
Dodge & Cox | 4.894% | 4.431% | 89,587,838 | 3,800,785 | 2024-09-30 |
T. Rowe Price Associates, Inc. | 4.797% | 3.075% | 87,813,980 | 2,619,773 | 2024-09-30 |
State Street Corp | 3.391% | 0.673% | 62,076,447 | 414,949 | 2024-09-30 |
JPMorgan Chase & Co | 2.635% | 9.638% | 48,232,184 | 4,239,989 | 2024-09-30 |
Geode Capital Management, LLC | 1.647% | 1.500% | 30,141,441 | 445,304 | 2024-09-30 |
Massachusetts Financial Services Company | 1.567% | 6.346% | 28,679,305 | 1,711,312 | 2024-09-30 |
Harris Associates L.P. | 1.542% | 23.131% | 28,227,797 | 5,302,736 | 2024-09-30 |
Franklin Resources Inc | 1.500% | 30.084% | 27,452,063 | 6,348,752 | 2024-09-30 |
Morgan Stanley - Brokerage Accounts | 1.244% | -50.898% | 22,764,859 | -23,597,325 | 2024-09-30 |
Fisher Asset Management, LLC | 1.103% | 2.504% | 20,189,558 | 493,264 | 2024-09-30 |
Artisan Partners Limited Partnership | 0.991% | 40.085% | 18,137,875 | 5,190,103 | 2024-09-30 |
AllianceBernstein L.P. | 0.841% | 3.093% | 15,402,862 | 462,170 | 2024-09-30 |
Amvescap Plc. | 0.787% | 13.529% | 14,412,294 | 1,717,459 | 2024-09-30 |
Northern Trust Corp | 0.758% | -3.359% | 13,875,631 | -482,248 | 2024-09-30 |
Nuveen Asset Management, LLC | 0.713% | 0.798% | 13,043,557 | 103,285 | 2024-09-30 |
Top Institutions
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
The Toronto-Dominion Bank | 12.344% | -0.054% | 225,962,971 | -122,388 | 2024-06-30 |
Vanguard Group Inc | 6.959% | 4.241% | 127,390,846 | 5,183,206 | 2024-09-30 |
BlackRock Inc | 5.519% | 1.494% | 101,023,390 | 1,486,763 | 2024-06-30 |
Dodge & Cox | 4.894% | 4.431% | 89,587,838 | 3,800,785 | 2024-09-30 |
T. Rowe Price Associates, Inc. | 4.797% | 3.075% | 87,813,980 | 2,619,773 | 2024-09-30 |
State Street Corp | 3.391% | 0.673% | 62,076,447 | 414,949 | 2024-09-30 |
State Street Corporation | 3.364% | 0.292% | 61,539,248 | 178,939 | 2024-03-31 |
JPMorgan Chase & Co | 2.635% | 9.638% | 48,232,184 | 4,239,989 | 2024-09-30 |
Geode Capital Management, LLC | 1.647% | 1.500% | 30,141,441 | 445,304 | 2024-09-30 |
Massachusetts Financial Services Company | 1.567% | 6.346% | 28,679,305 | 1,711,312 | 2024-09-30 |
Harris Associates L.P. | 1.542% | 23.131% | 28,227,797 | 5,302,736 | 2024-09-30 |
Franklin Resources Inc | 1.500% | 30.084% | 27,452,063 | 6,348,752 | 2024-09-30 |
Morgan Stanley - Brokerage Accounts | 1.244% | -50.898% | 22,764,859 | -23,597,325 | 2024-09-30 |
Fisher Asset Management, LLC | 1.103% | 2.504% | 20,189,558 | 493,264 | 2024-09-30 |
Artisan Partners Limited Partnership | 0.991% | 40.085% | 18,137,875 | 5,190,103 | 2024-09-30 |
Goldman Sachs Group Inc | 0.991% | 113.604% | 18,117,644 | 9,635,755 | 2023-12-31 |
Bank of America Corp | 0.989% | -6.033% | 18,095,458 | -1,161,858 | 2024-06-30 |
Wellington Management Company LLP | 0.972% | -42.230% | 17,707,138 | -12,944,041 | 2023-06-30 |
GQG Partners LLC | 0.956% | 4.890% | 17,377,879 | 810,224 | 2022-12-31 |
AllianceBernstein L.P. | 0.841% | 3.093% | 15,402,862 | 462,170 | 2024-09-30 |
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 |
NORGES BANK | 0.810% | 7.306% | 14,819,884 | 1,008,953 | 2024-06-30 |
Generation Investment Management LLP | 0.804% | 0.828% | 14,632,241 | 120,121 | 2022-12-31 |
Amvescap Plc. | 0.787% | 13.529% | 14,412,294 | 1,717,459 | 2024-09-30 |
Northern Trust Corp | 0.758% | -3.359% | 13,875,631 | -482,248 | 2024-09-30 |
FMR Inc | 0.746% | -11.053% | 13,577,474 | -1,687,199 | 2022-12-31 |
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 |
$SCHW might get a sell off today
$SCHW we need those buyers and volume.
$SCHW go to the bathroom
come back to green! I like it!
$SCHW Love this stock.
Light taps
$SCHW I can wait.
$SCHW God dammit
$SCHW Market is down
No worries
$SCHW soon
$SCHW come to papa
$SCHW not worrying