Schwab Charles Corp (SCHW) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

1,807,142,857Shares Outstanding

17,415,462Shares held by institutions

$1,621,031,203Value of institutional holdings

76.22%Institutional ownership %

1.24%Shares Changed QoQ

2,193No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Schwab Charles Corp (NYSE:SCHW) is held by 2193 institutional firms.

These investors collectively held 76.2% of the company's total shares outstanding in December 2025, down from 81.0% in September 2025.
Institutional share ownership changed by 1.24% QoQ, while the number of institutional owners saw an increase of 11.43% YoY.
Of these 2193 institutional investors, 1148 increased their holdings in Schwab Charles, while 796 of them reduced positions, and 249 investors maintained their exposure.
This class of investors increased its holdings in Schwab Charles to 1.38Bn shares for the 13F-cycle ending December 2025, up by 16.90Mn shares quarter on quarter, and down 125.66Mn shares year over year.
VANGUARD GROUP INC continues to be the largest institutional holder of Schwab Charles as of December 31, 2025, with a position of 150.53Mn shares, representing 8.33% of the company's outstanding stock.
Among the most significant buyers of Schwab Charles during December 2025 were NORGES BANK (19.96Mn), JPMORGAN CHASE & CO (6.60Mn), UBS Group AG (4.62Mn), FMR LLC (2.31Mn), PRIMECAP MANAGEMENT CO/CA/ (2.07Mn).
Leading sellers of Schwab Charles stock in December 2025 included WELLINGTON MANAGEMENT GROUP LLP (8.05Mn), DODGE & COX (6.53Mn), LAZARD ASSET MANAGEMENT LLC (3.92Mn), CITIGROUP INC (3.16Mn), GENERATION INVESTMENT MANAGEMENT LLP (2.88Mn).
The top 10 institutional holders of Schwab Charles for the quarter ending December 2025 included VANGUARD GROUP INC (150.53Mn), BlackRock, Inc. (134.17Mn), DODGE & COX (76.51Mn), STATE STREET CORP (72.63Mn), JPMORGAN CHASE & CO (67.19Mn), GEODE CAPITAL MANAGEMENT, LLC (37.67Mn), FMR LLC (33.83Mn), FRANKLIN RESOURCES INC (30.18Mn), PRIMECAP MANAGEMENT CO/CA/ (23.28Mn), MORGAN STANLEY (23.23Mn).

2,193 Institutional Holders

17,415,462 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	150,528,952	-1,056,262	-0.70%	$15,039,347,595.00
BlackRock, Inc.	31 Dec, 2025	134,167,833	1,887,079	1.43%	$13,404,708,181.00
DODGE & COX	31 Dec, 2025	76,513,926	-6,529,327	-7.86%	$7,644,506,390.00
STATE STREET CORP	31 Dec, 2025	72,626,508	-529,782	-0.72%	$7,256,114,414.00
JPMORGAN CHASE & CO	31 Dec, 2025	67,190,915	6,603,261	10.90%	$6,713,044,696.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	37,667,640	98,242	0.26%	$3,747,646,242.00
FMR LLC	31 Dec, 2025	33,834,232	2,308,536	7.32%	$3,380,378,130.00
FRANKLIN RESOURCES INC	31 Dec, 2025	30,184,369	78,020	0.26%	$3,015,720,328.00
PRIMECAP MANAGEMENT CO/CA/	31 Dec, 2025	23,276,071	2,066,884	9.75%	$2,325,512,255.00
MORGAN STANLEY	31 Dec, 2025	23,233,235	-1,492,967	-6.04%	$2,321,232,826.00
HARRIS ASSOCIATES L P	31 Dec, 2025	22,031,493	795,875	3.75%	$2,201,166,473.00
Fisher Asset Management, LLC	31 Dec, 2025	21,818,514	171,926	0.79%	$2,179,887,845.00
NORGES BANK	31 Dec, 2025	19,959,856	19,959,856	0.00%	$1,994,189,213.00
Artisan Partners Limited Partnership	31 Dec, 2025	17,206,336	-519,333	-2.93%	$1,719,085,030.00
NORTHERN TRUST CORP	31 Dec, 2025	16,596,500	-405,127	-2.38%	$1,658,156,314.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	15,366,868	-1,717,244	-10.05%	$1,535,303,781.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	15,092,839	-15,932	-0.11%	$1,507,925,578.00
VIKING GLOBAL INVESTORS LP	31 Dec, 2025	13,872,905	-2,710,196	-16.34%	$1,386,041,939.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	13,185,839	-1,220,777	-8.47%	$1,317,397,175.00
Bank of New York Mellon Corp	31 Dec, 2025	13,152,198	1,271,471	10.70%	$1,314,036,138.00

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