Schwab Charles Corp (SCHW) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

1,811,000,000Shares Outstanding

1,413,418,980Shares held by institutions

$129,992,143,591Value of institutional holdings

78.05%Institutional ownership %

-4.31%Shares Changed QoQ

2,273No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Schwab Charles Corp (NYSE:SCHW) appears in 2,262 institutional 13F filings for the quarter ending December 2025.

They owned 77.2% of outstanding stock in December 2025, down from 85.2% the prior quarter.
Their total shares held in SCHW decreased -4.6% from the prior quarter, while the number of investors in Schwab Charles increased 14.42% year over year.
Among the 2,262 funds, 1,184 bought more Schwab Charles shares, 826 sold down, and 252 held their ground.
Altogether, these fund groups held 1.4Bn shares in SCHW by December 2025, down by 67.5Mn shares quarter on quarter, and down 355.37Mn shares year over year.
As of December 31, 2025, the biggest holder of Schwab Charles is Coastline Trust Co at 26.5K shares, representing 0.0% of shares outstanding.
Leading buyers of Schwab Charles shares for the quarter ending December 2025 were Ridgewood Investments LLC (5.14K), Crumly & Associates Inc. (873), Hilltop National Bank (810), Ares Financial Consulting, LLC (413), NEVILLE RODIE & SHAW INC (125).
The biggest sellers of Schwab Charles for the quarter ending December 2025 included Coastline Trust Co (3.53K), Vigilare Wealth Management (2.34K), Noble Wealth Management PBC (975), Byrne Asset Management LLC (75), Signature Wealth Management Group (59).
Per Business Quant, the top 10 investors in SCHW for the quarter ending December 2025 include Coastline Trust Co (26.5K), Crumly & Associates Inc. (10.36K), NEVILLE RODIE & SHAW INC (7.74K), Vigilare Wealth Management (7.36K), Ridgewood Investments LLC (5.14K), Noble Wealth Management PBC (4.95K), Hilltop National Bank (3.85K), Signature Wealth Management Group (2.89K), Ares Financial Consulting, LLC (1.6K), Investors Research Corp (583).

2,273 Institutional Holders

1,413,418,980 Total Shares Held

Rows:

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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	-53,984,393	-44.55%	$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
Goldman Sachs Group Inc	31 Dec, 2025	19,510,832	10,085,968	107.01%	$1,949,327,224.00
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
Invesco Ltd.	31 Dec, 2025	16,425,579	484,558	3.04%	$1,641,079,562.00
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	-15,124,703	-50.05%	$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

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