Schwab Charles Corp (SCHW) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

1,866,739,372Shares Outstanding
9,630,335Shares held by institutions
$951,669,705Value of institutional holdings
87.60%Institutional ownership %
20.90%Shares Changed QoQ
1,614No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 2131 institutions have reported a stake in Schwab Charles Corp (NYSE:SCHW) as of September 2025, according to recent 13F filings with the SEC.

2,131 Institutional Holders

9,630,335 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
VANGUARD GROUP INC 30 Sep, 2025 151,585,214 403,133 0.27% $14,471,840,381.00
BlackRock, Inc. 30 Sep, 2025 132,280,754 4,067,647 3.17% $12,628,843,574.00
DODGE & COX 30 Sep, 2025 83,043,253 -1,314,632 -1.56% $7,928,139,405.00
STATE STREET CORP 30 Sep, 2025 73,156,290 691,671 0.95% $6,984,231,006.00
JPMORGAN CHASE & CO 30 Sep, 2025 60,587,654 -10,016,576 -14.19% $5,784,308,075.00
PRICE T ROWE ASSOCIATES INC /MD/ 30 Sep, 2025 57,444,595 -17,391,174 -23.24% $5,484,236.00
GEODE CAPITAL MANAGEMENT, LLC 30 Sep, 2025 37,569,398 188,215 0.50% $3,569,319,867.00
FMR LLC 30 Sep, 2025 31,525,696 -3,053,365 -8.83% $3,009,758,248.00
FRANKLIN RESOURCES INC 30 Sep, 2025 30,106,349 70,412 0.23% $2,874,253,138.00
MORGAN STANLEY 30 Sep, 2025 24,726,202 637,348 2.65% $2,360,610,935.00
Fisher Asset Management, LLC 30 Sep, 2025 21,646,588 269,898 1.26% $2,066,599,866.00
HARRIS ASSOCIATES L P 30 Sep, 2025 21,235,618 -1,734,055 -7.55% $2,027,364,421.00
PRIMECAP MANAGEMENT CO/CA/ 30 Sep, 2025 21,209,187 2,174,381 11.42% $2,024,841,083.00
Artisan Partners Limited Partnership 30 Sep, 2025 17,725,669 -451,143 -2.48% $1,692,269,619.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 30 Sep, 2025 17,084,112 -1,321,149 -7.18% $1,631,020,173.00
NORTHERN TRUST CORP 30 Sep, 2025 17,001,627 -106,047 -0.62% $1,623,145,329.00
VIKING GLOBAL INVESTORS LP 30 Sep, 2025 16,583,101 809,876 5.13% $1,583,188,652.00
Invesco Ltd. 30 Sep, 2025 15,941,021 765,623 5.05% $1,521,889,248.00
BANK OF AMERICA CORP /DE/ 30 Sep, 2025 15,108,771 -287,095 -1.86% $1,442,434,343.00
ALLIANCEBERNSTEIN L.P. 30 Sep, 2025 14,406,616 -967,617 -6.29% $1,375,399,630.00