Charles Schwab Corp (SCHW) Ownership

80.46 ↑0.27 (0.34%)
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 68.08% of the company with a total of 1.2 billion shares.

In the latest ownership report on June 30th 2024, the top 34 institutional holders increased their combined ownership of SCHW by 25.2 million shares. 12 institutions bought 36,133,355 total additional shares and increased their ownership by an average of 56.89%. However 9 institutions sold 10,911,187 total shares and decreased their ownership by an average of 5.91%.

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 25,222,168 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
The Toronto-Dominion Bank12.352%-0.054%225,962,971-122,3882024-06-30
Vanguard Group Inc6.680%1.029%122,207,6401,244,5072024-06-30
BlackRock Inc5.522%1.494%101,023,3901,486,7632024-06-30
Dodge & Cox4.690%-0.591%85,787,053-510,0412024-06-30
T. Rowe Price Associates, Inc.4.657%17.824%85,194,20712,887,6472024-06-30
State Street Corp3.371%0.199%61,661,498122,2502024-06-30
Morgan Stanley - Brokerage Accounts2.534%-0.464%46,362,184-216,0502024-06-30
JPMorgan Chase & Co2.405%7.732%43,992,1953,157,3632024-06-30
Geode Capital Management, LLC1.623%2.247%29,696,137652,6142024-06-30
Massachusetts Financial Services Company1.474%-12.309%26,967,993-3,785,3782024-06-30
Harris Associates L.P.1.253%0.665%22,925,061151,4112024-06-30
Franklin Resources Inc1.154%8.161%21,103,3111,592,1972024-06-30
Fisher Asset Management, LLC1.077%2.800%19,696,294536,5552024-06-30
Bank of America Corp0.989%-6.033%18,095,458-1,161,8582024-06-30
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr0.837%632.726%15,309,77313,220,3462024-06-30
AllianceBernstein L.P.0.817%-11.859%14,940,692-2,010,1022024-06-30
NORGES BANK0.810%7.306%14,819,8841,008,9532024-06-30
Northern Trust Corp0.785%0.509%14,357,87972,7492024-06-30
Artisan Partners Limited Partnership0.708%-0.347%12,947,772-45,1262024-06-30
Nuveen Asset Management, LLC0.707%-1.259%12,940,272-165,0222024-06-30
Flossbach von Storch AG0.623%-20.252%11,400,695-2,895,2222024-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
The Toronto-Dominion Bank12.352%-0.054%225,962,971-122,3882024-06-30
Vanguard Group Inc6.680%1.029%122,207,6401,244,5072024-06-30
BlackRock Inc5.522%1.494%101,023,3901,486,7632024-06-30
Dodge & Cox4.690%-0.591%85,787,053-510,0412024-06-30
T. Rowe Price Associates, Inc.4.657%17.824%85,194,20712,887,6472024-06-30
State Street Corp3.371%0.199%61,661,498122,2502024-06-30
State Street Corporation3.364%0.292%61,539,248178,9392024-03-31
Morgan Stanley - Brokerage Accounts2.534%-0.464%46,362,184-216,0502024-06-30
JPMorgan Chase & Co2.405%7.732%43,992,1953,157,3632024-06-30
Geode Capital Management, LLC1.623%2.247%29,696,137652,6142024-06-30
Massachusetts Financial Services Company1.474%-12.309%26,967,993-3,785,3782024-06-30
Harris Associates L.P.1.253%0.665%22,925,061151,4112024-06-30
Franklin Resources Inc1.154%8.161%21,103,3111,592,1972024-06-30
Fisher Asset Management, LLC1.077%2.800%19,696,294536,5552024-06-30
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
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr0.837%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
AllianceBernstein L.P.0.817%-11.859%14,940,692-2,010,1022024-06-30
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
Northern Trust Corp0.785%0.509%14,357,87972,7492024-06-30
Amvescap Plc.0.756%-3.464%13,836,164-496,4942024-03-31
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
Artisan Partners Limited Partnership0.708%-0.347%12,947,772-45,1262024-06-30
Nuveen Asset Management, LLC0.707%-1.259%12,940,272-165,0222024-06-30
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 56.04% of the company with a total of 1 billion shares.

In the latest ownership report on October 31st 2024, the top 43 fund holders increased their combined ownership of SCHW by 64 thousand shares. 3 funds bought 115,747 total additional shares and increased their ownership by an average of 0.28%. However 1 funds sold 51,960 total shares and decreased their ownership by an average of 0.5%.

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 63,787 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 Trust0.994%0.382%18,186,11769,1402024-10-31
iShares Core S&P 500 ETF0.909%0.154%16,631,88625,6072024-10-31
The Financial Select Sector SPDR® ETF0.560%-0.505%10,238,947-51,9602024-10-31
State St S&P 500® Indx SL Cl III0.396%0.291%7,242,16721,0002024-10-31

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 I3.299%4.186%60,345,8352,424,8002024-09-30
Vanguard Total Stock Mkt Idx Inv2.620%0.103%47,919,14249,1032024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.625%1.817%47,795,320852,8832023-03-31
Vanguard Institutional 500 Index Trust2.139%0.210%39,129,87382,0112024-09-30
Vanguard 500 Index Investor1.966%0.568%35,793,846202,2312023-08-31
Fidelity 500 Index1.004%-0.152%18,364,531-27,9452024-09-30
SPDR® S&P 500® ETF Trust0.994%0.382%18,186,11769,1402024-10-31
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 ETF0.909%0.154%16,631,88625,6072024-10-31
JPMorgan Equity Income I0.758%-0.564%13,856,898-78,6492024-09-30
JPM US Equity Income-Composite0.758%12.809%13,856,8981,573,3542024-09-30
Vanguard Value Index Inv0.699%2.015%12,785,872252,5042024-09-30
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
The Financial Select Sector SPDR® ETF0.560%-0.505%10,238,947-51,9602024-10-31
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 Investor0.530%17.234%9,687,0751,424,0752024-09-30
Vanguard Institutional Index I0.519%-0.931%9,496,636-89,2152024-09-30
T. Rowe Price U.S. Value Equity Tr-Z0.518%30.860%9,473,2522,234,0092024-09-30
T. Rowe Price Value0.484%5.892%8,848,161492,3002024-09-30
T. Rowe Price US Value Equity Composite0.484%27.108%8,848,1611,887,0422024-09-30
State St S&P 500® Indx SL Cl III0.396%0.291%7,242,16721,0002024-10-31
Putnam US Large Cap Value Equity0.385%6.312%7,036,715417,8092024-09-30
Putnam Large Cap Value A0.385%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%6,000,00002024-07-31
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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leahmccourt

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

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john_joes_mma

$SCHW I'm friggin bored. Just give us our money already

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