Schwab Charles Corp (SCHW) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

16,064,900Shares held by institutions

$1,494,999,594Value of institutional holdings

83.11%Institutional ownership %

0.91%Shares Changed QoQ

2,142No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Schwab Charles Corp (NYSE:SCHW) showed up in the 13F filings of 2,262 institutional investors as of December 2025.

Their combined ownership stood at 77.2% of outstanding shares in December 2025, down from 85.2% in September 2025.
They decreased total shares held in SCHW by -4.6% quarter over quarter, and investors in Schwab Charles increased 14.42% from a year ago.
Of these 2,262 holders, 1,184 added to their stakes in Schwab Charles, 826 trimmed positions, and 252 made no changes.
Combined, these investors held 1.4Bn shares in SCHW for December 2025, down by 67.5Mn shares quarter on quarter, and down 355.37Mn shares year over year.
VANGUARD GROUP INC is the top holder of Schwab Charles as of December 31, 2025, with 150.53Mn shares representing 8.31% of outstanding stock.
The largest buyers of Schwab Charles for the quarter ending December 2025 were NORGES BANK (19.96Mn), FMR LLC (2.31Mn), UBS Group AG (2.29Mn), PRIMECAP MANAGEMENT CO/CA/ (2.07Mn), Rockefeller Capital Management L.P. (1.96Mn).
The largest sales of SCHW for the quarter ending December 2025 came from Jpmorgan Chase & Co (53.98Mn), Bank Of America Corp /De/ (15.12Mn), WELLINGTON MANAGEMENT GROUP LLP (8.05Mn), DODGE & COX (6.53Mn), LAZARD ASSET MANAGEMENT LLC (3.92Mn).
Per Business Quant data, the top 10 holders of Schwab Charles for the quarter ending December 2025 are 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).

2,267 Institutional Holders

16,064,900 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	1,887,079	1.43%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-1,056,262	-0.70%	$0.00
Baird Financial Group, Inc.	31 Dec, 2025	291,480	3.79%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	4,118,763	108.58%	$0.00
Larry Mathis Financial Planning, LLC	31 Dec, 2025	7,286	0.00%	$0.00
DODGE & COX	31 Dec, 2025	-6,529,327	-7.86%	$0.00
UBS Group AG	31 Dec, 2025	2,289,776	45.11%	$0.00
Barclays Plc	31 Dec, 2025	-6,195,606	-59.37%	$0.00
State Street Corp	31 Dec, 2025	-529,782	-0.72%	$0.00
Nuveen, LLC	31 Dec, 2025	57,317	1.00%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	2,322,832	740.69%	$0.00
Jpmorgan Chase & Co	31 Dec, 2025	-53,984,393	-44.55%	$0.00
Ruane, Cunniff & Goldfarb L.P.	31 Dec, 2025	-720,613	-11.41%	$0.00
HughesLittle Investment Management Ltd.	31 Dec, 2025	-13,938	-0.92%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	98,242	0.26%	$0.00
National Pension Service	31 Dec, 2025	159,453	4.09%	$0.00
World Investment Advisors	31 Dec, 2025	196,089	112.81%	$0.00
FMR LLC	31 Dec, 2025	2,308,536	7.32%	$0.00
RPTC Inc.	31 Dec, 2025	0	0.00%	$0.00
PEAK6 LLC	31 Dec, 2025	63,074	196.03%	$0.00

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