Charles Schwab Corp (SCHW) Ownership

82.46 ↑0.73 (0.89%)
As of Market Close on December 2nd, 2022.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Charles Schwab Corp (SCHW), owning a total of 124.4 million shares. Combined, the top 20 institutional holders of SCHW own 36.43% of the company with a total of 680 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders increased their combined ownership of SCHW by 46.5 million shares. 10 institutions bought 48,255,724 total additional shares and increased their ownership by an average of 18.09%. However 2 institutions sold 1,795,765 total shares and decreased their ownership by an average of 2.46%.

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 46,459,959 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc6.666%2.126%124,437,0612,589,9522022-09-30
Dodge & Cox4.313%1.858%80,511,1411,468,6782022-09-30
Wellington Management Company LLP4.040%-0.362%75,415,805-273,6242022-09-30
State Street Corporation3.512%1.107%65,566,364717,6832022-09-30
Massachusetts Financial Services Company1.709%-4.555%31,895,350-1,522,1412022-09-30
GQG Partners LLC0.888%0.000%16,567,65516,567,6552022-09-30
Royal Bank of Canada0.843%5.296%15,728,007791,0102022-09-30
Fisher Asset Management, LLC0.827%0.000%15,433,33215,433,3322022-09-30
Generation Investment Management LLP0.777%14.584%14,512,1201,847,0912022-09-30
Parnassus Investments, LLC0.753%1.231%14,050,467170,8782022-09-30
Bank of New York Mellon Corp0.723%10.868%13,495,1611,322,8682022-09-30
HHG PLC0.667%143.802%12,455,4067,346,5772022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc6.666%2.126%124,437,0612,589,9522022-09-30
Dodge & Cox4.313%1.858%80,511,1411,468,6782022-09-30
Wellington Management Company LLP4.040%-0.362%75,415,805-273,6242022-09-30
State Street Corporation3.512%1.107%65,566,364717,6832022-09-30
T. Rowe Price Associates, Inc.3.391%-8.672%63,298,460-6,010,5882022-06-30
Massachusetts Financial Services Company1.709%-4.555%31,895,350-1,522,1412022-09-30
JPMorgan Chase & Co1.609%-15.558%30,038,274-5,534,2402022-06-30
Geode Capital Management, LLC1.364%1.871%25,455,887467,5692022-06-30
AllianceBernstein L.P.1.036%1.191%19,335,685227,6072022-06-30
Nuveen Asset Management, LLC0.911%12.450%17,007,8241,883,0422022-06-30
FMR Inc0.905%-28.382%16,886,334-6,692,1302022-06-30
GQG Partners LLC0.888%0.000%16,567,65516,567,6552022-09-30
Northern Trust Corp0.843%-2.325%15,728,715-374,4572022-06-30
Royal Bank of Canada0.843%5.296%15,728,007791,0102022-09-30
Fisher Asset Management, LLC0.827%0.000%15,433,33215,433,3322022-09-30
Generation Investment Management LLP0.777%14.584%14,512,1201,847,0912022-09-30
Parnassus Investments, LLC0.753%1.231%14,050,467170,8782022-09-30
Bank of New York Mellon Corp0.723%10.868%13,495,1611,322,8682022-09-30
HHG PLC0.667%143.802%12,455,4067,346,5772022-09-30
Amvescap Plc.0.654%13.726%12,198,3861,472,2692022-06-30

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 20 mutual fund holders of SCHW own 36.00% of the company with a total of 672.1 million shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders increased their combined ownership of SCHW by 171 thousand shares. 6 funds bought 982,911 total additional shares and increased their ownership by an average of 0.75%. However 4 funds sold 812,020 total shares and decreased their ownership by an average of 1.8%.

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 170,891 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.484%0.491%46,368,958226,3502022-10-31
Vanguard Wellington™ Inv1.947%-0.805%36,345,052-294,8402022-10-31
Vanguard 500 Index Investor1.872%0.983%34,939,084339,9582022-10-31
SPDR® S&P 500 ETF Trust0.935%1.349%17,449,649232,3282022-10-31
iShares Core S&P 500 ETF0.739%0.093%13,802,17112,8222022-10-31
Vanguard Value Index Inv0.734%0.912%13,694,411123,7532022-10-31
Financial Select Sector SPDR® ETF0.685%-0.977%12,781,354-126,0992022-10-31
Vanguard Institutional Index I0.586%-1.272%10,936,108-140,8582022-10-31
Parnassus Core Equity Investor0.509%0.000%9,497,74502022-10-31
State St S&P 500® Indx SL Cl III0.392%0.656%7,323,82447,7002022-10-31
MFS Growth B0.309%-4.156%5,770,480-250,2232022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
2ndVote Advisers AMF Index10.246%0.000%191,270,66502022-06-30
2ndVote Advisers SDI Index6.911%0.000%129,014,25302022-06-30
Dodge & Cox Stock I2.849%3.355%53,181,1001,726,5032022-09-30
Vanguard Total Stock Mkt Idx Inv2.484%0.491%46,368,958226,3502022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.472%1.315%46,142,608599,1022022-09-30
Vanguard Wellington™ Inv1.947%-0.805%36,345,052-294,8402022-10-31
Vanguard 500 Index Investor1.872%0.983%34,939,084339,9582022-10-31
SPDR® S&P 500 ETF Trust0.935%1.349%17,449,649232,3282022-10-31
Fidelity® 500 Index0.884%1.977%16,495,396319,7262022-09-30
iShares Core S&P 500 ETF0.739%0.093%13,802,17112,8222022-10-31
Vanguard Value Index Inv0.734%0.912%13,694,411123,7532022-10-31
Financial Select Sector SPDR® ETF0.685%-0.977%12,781,354-126,0992022-10-31
Vanguard Institutional Index I0.586%-1.272%10,936,108-140,8582022-10-31
Parnassus Core Equity Investor0.509%0.000%9,497,74502022-10-31
JPMorgan Large Cap Growth I0.489%0.000%9,125,81502022-09-30
State St S&P 500® Indx SL Cl III0.392%0.656%7,323,82447,7002022-10-31
MFS Growth Equity0.323%-15.277%6,020,703-1,085,6612022-09-30
JPMorgan Equity Income I0.319%0.000%5,953,83702022-09-30
JPM US Equity Income-Composite0.319%0.000%5,953,83702022-09-30
MFS Growth B0.309%-4.156%5,770,480-250,2232022-10-31

Discussions

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dogefan77

$SCHW might see a whole 1% green

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iphonepromax

$SCHW Shorts talk the talk but cant walk the walk

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a

$SCHW Just buy and hold

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BroughtToMyKnees

$SCHW I’m not saying you guys are a bunch of whores
but I’m also not not saying it

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