The Charles Schwab Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TORONTO DOMINION BANK | 02/19/2025 | 185.49 M | $13.73 B | 0.04% | 10.15% |
| VANGUARD GROUP INC | 02/11/2025 | 128.58 M | $9.52 B | 0.93% | 7.03% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 104.85 M | $7.76 B | 1.03% | 5.74% |
| DODGE & COX | 02/13/2025 | 89.37 M | $6.61 B | -0.24% | 4.89% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 73.09 M | $5.41 B | -16.76% | 4.00% |
| JPMORGAN CHASE & CO | 02/12/2025 | 49.06 M | $3.63 B | 1.57% | 2.68% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 30.90 M | $2.28 B | 2.52% | 1.69% |
| HARRIS ASSOCIATES L P | 02/14/2025 | 27.69 M | $2.05 B | -1.91% | 1.51% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 24.21 M | $1.79 B | -0.23% | 1.32% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 22.00 M | $1.63 B | -23.30% | 1.20% |
| FISHER ASSET MANAGEMENT, LLC | 02/05/2025 | 20.46 M | $1.51 B | 1.32% | 1.12% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 02/12/2025 | 18.14 M | $1.34 B | 0.00% | 0.99% |
| NORGES BANK | 02/12/2025 | 17.42 M | $1.29 B | 100.00% | 0.95% |
| INVESCO LTD. | 02/13/2025 | 14.84 M | $1.10 B | 2.99% | 0.81% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 14.76 M | $1.09 B | -4.17% | 0.81% |
| VIKING GLOBAL INVESTORS LP | 02/14/2025 | 14.66 M | $1.08 B | 526.46% | 0.80% |
| GENERATION INVESTMENT MANAGEMENT LLP | 02/14/2025 | 13.49 M | $998.69 M | 10.79% | 0.74% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 11.65 M | $862.49 M | 27.47% | 0.64% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 02/14/2025 | 11.01 M | $814.55 M | 354.47% | 0.60% |
| FLOSSBACH VON STORCH AG | 02/03/2025 | 10.73 M | $794.43 M | -7.07% | 0.59% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 10.44 M | $772.58 M | 0.58% | 0.57% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 9.72 M | $719.60 M | 5.34% | 0.53% |
| FMR LLC | 02/13/2025 | 9.70 M | $717.90 M | 69.43% | 0.53% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 8.30 M | $614.13 M | -10.83% | 0.45% |
| ALLEN INVESTMENT MANAGEMENT LLC | 02/10/2025 | 8.24 M | $609.65 M | -3.03% | 0.45% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 8.13 M | $601.96 M | 3.04% | 0.44% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 8.02 M | $593.46 M | -23.57% | 0.44% |
| LAZARD ASSET MANAGEMENT LLC | 02/14/2025 | 7.46 M | $551.80 M | -16.41% | 0.41% |
| BAMCO INC /NY/ | 02/14/2025 | 7.22 M | $534.19 M | -0.71% | 0.39% |
| RUANE, CUNNIFF & GOLDFARB L.P. | 02/14/2025 | 6.90 M | $510.93 M | -7.34% | 0.38% |
| BAIRD FINANCIAL GROUP, INC. | 02/14/2025 | 6.51 M | $482.08 M | 3.41% | 0.36% |
| JANUS HENDERSON GROUP PLC | 02/14/2025 | 6.48 M | $479.80 M | -2.12% | 0.35% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 6.41 M | $474.44 M | -50.85% | 0.35% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 6.37 M | $471.48 M | -4.55% | 0.35% |
| ROYAL BANK OF CANADA | 02/14/2025 | 6.27 M | $464.01 M | -11.15% | 0.34% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 6.22 M | $460.18 M | 91.03% | 0.34% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 5.94 M | $439.76 M | 260.11% | 0.33% |
| ENSIGN PEAK ADVISORS, INC | 02/14/2025 | 5.73 M | $423.87 M | -1.70% | 0.31% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 5.43 M | $401.86 M | 1.35% | 0.30% |
| DEUTSCHE BANK AG\ | 02/14/2025 | 5.28 M | $390.40 M | -19.57% | 0.29% |
| UBS GROUP AG | 02/14/2025 | 5.26 M | $389.66 M | 17.12% | 0.29% |
| YACKTMAN ASSET MANAGEMENT LP | 01/29/2025 | 4.87 M | $360.73 M | -9.81% | 0.27% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 4.86 M | $359.33 M | -0.49% | 0.27% |
| FIDUCIARY MANAGEMENT INC /WI/ | 02/13/2025 | 4.78 M | $353.81 M | -5.01% | 0.26% |
| BROWN ADVISORY INC | 02/14/2025 | 4.70 M | $347.58 M | -2.08% | 0.26% |
| AMUNDI | 02/07/2025 | 4.65 M | $339.57 M | -23.57% | 0.25% |
| PROVIDENT TRUST CO | 01/31/2025 | 4.65 M | $343.86 M | 7.46% | 0.25% |
| LONDON CO OF VIRGINIA | 02/14/2025 | 4.56 M | $337.57 M | -4.68% | 0.25% |
| COATUE MANAGEMENT LLC | 02/14/2025 | 4.51 M | $333.79 M | 100.00% | 0.25% |
| PRIMECAP MANAGEMENT CO/CA/ | 02/10/2025 | 4.25 M | $314.72 M | 310.32% | 0.23% |
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The Charles Schwab Corporation institutional Ownership - FAQ's
During the previous two years, 2529 institutional investors and hedge funds held shares of The Charles Schwab Corporation. The most heavily invested institutionals were:
TORONTO DOMINION BANK: 185.49 M
VANGUARD GROUP INC: 128.58 M
BlackRock Funding, Inc. /DE: 104.85 M
DODGE & COX: 89.37 M
PRICE T ROWE ASSOCIATES INC /MD/: 73.09 M
JPMORGAN CHASE & CO: 49.06 M
81.97% of The Charles Schwab Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 1.78 B shares in the last 24 months. This purchase volume represents approximately $132.68 B in transactions.