Charles Schwab Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 133.16 M | $12.51 B | -0.75% | 7.51% |
| 05/15/2026 | 108.35 M | $10.18 B | 100.00% | 6.11% | |
| DODGE & COX | 05/14/2026 | 75.00 M | $7.05 B | -1.97% | 4.23% |
| JPMORGAN CHASE & CO | 05/13/2026 | 73.85 M | $6.87 B | 9.91% | 4.17% |
| STATE STREET CORP | 05/15/2026 | 72.76 M | $6.84 B | 0.19% | 4.11% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 48.64 M | $4.57 B | -0.93% | 2.74% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 38.69 M | $3.62 B | 2.72% | 2.18% |
| FMR LLC | 05/15/2026 | 35.69 M | $3.35 B | 5.48% | 2.01% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 31.83 M | $2.99 B | 5.44% | 1.80% |
| 05/08/2026 | 26.57 M | $2.50 B | 100.00% | 1.50% | |
| PRIMECAP MANAGEMENT CO/CA/ | 05/11/2026 | 23.44 M | $2.20 B | 0.71% | 1.32% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 22.22 M | $2.09 B | 1.83% | 1.25% |
| MORGAN STANLEY | 05/15/2026 | 22.03 M | $2.07 B | -5.16% | 1.24% |
| HARRIS ASSOCIATES L P | 05/15/2026 | 21.81 M | $2.05 B | -0.99% | 1.23% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 05/13/2026 | 17.45 M | $1.64 B | 1.42% | 0.98% |
| INVESCO LTD. | 05/12/2026 | 16.96 M | $1.59 B | 3.24% | 0.96% |
| NORTHERN TRUST CORP | 05/14/2026 | 16.36 M | $1.54 B | -1.42% | 0.92% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 16.16 M | $1.52 B | 22.89% | 0.91% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 15.62 M | $1.47 B | 3.51% | 0.88% |
| VIKING GLOBAL INVESTORS LP | 05/15/2026 | 14.66 M | $1.38 B | 5.71% | 0.83% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 14.52 M | $2.25 B | -5.50% | 0.82% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 12.53 M | $1.25 B | -4.98% | 0.71% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 11.88 M | $1.12 B | 5.65% | 0.67% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 11.37 M | $1.07 B | 16.59% | 0.64% |
| FLOSSBACH VON STORCH AG | 04/29/2026 | 10.67 M | $1.00 B | 1.95% | 0.60% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 10.07 M | $946.58 M | 5.24% | 0.57% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 9.59 M | $901.29 M | 2.37% | 0.54% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 9.42 M | $885.22 M | 100.00% | 0.53% |
| BROWN ADVISORY INC | 05/15/2026 | 9.14 M | $859.17 M | -25.04% | 0.52% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 8.77 M | $824.42 M | -3.23% | 0.50% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 8.45 M | $793.70 M | 5.89% | 0.48% |
| BAMCO INC /NY/ | 05/15/2026 | 7.46 M | $701.50 M | 5.72% | 0.42% |
| NUVEEN, LLC | 04/30/2026 | 6.01 M | $564.70 M | 3.47% | 0.34% |
| UBS GROUP AG | 05/05/2026 | 5.78 M | $543.11 M | -21.54% | 0.33% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 5.74 M | $539.71 M | 1.07% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 5.62 M | $528.45 M | 3.37% | 0.32% |
| AMUNDI | 05/18/2026 | 5.59 M | $524.94 M | -13.69% | 0.32% |
| BOSTON PARTNERS | 05/11/2026 | 5.49 M | $515.67 M | 17.78% | 0.31% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 5.36 M | $503.76 M | 107.83% | 0.30% |
| ALLEN INVESTMENT MANAGEMENT LLC | 05/07/2026 | 5.33 M | $500.77 M | -4.58% | 0.30% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 5.31 M | $499.35 M | -11.31% | 0.30% |
| ROYAL BANK OF CANADA | 05/15/2026 | 4.86 M | $457.05 M | -3.75% | 0.27% |
| RUANE, CUNNIFF & GOLDFARB L.P. | 05/15/2026 | 4.71 M | $443.10 M | -15.73% | 0.27% |
| NATIONAL PENSION SERVICE | 05/12/2026 | 4.48 M | $421.42 M | 10.46% | 0.25% |
| BARCLAYS PLC | 05/15/2026 | 4.15 M | $390.10 M | -2.09% | 0.23% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 3.96 M | $371.90 M | -9.50% | 0.22% |
| FARALLON CAPITAL MANAGEMENT LLC | 05/15/2026 | 3.96 M | $371.75 M | 18.45% | 0.22% |
| YACKTMAN ASSET MANAGEMENT LP | 05/01/2026 | 3.90 M | $366.98 M | -0.80% | 0.22% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 05/12/2026 | 3.81 M | $357.68 M | 6.74% | 0.21% |
| PROVIDENT TRUST CO | 04/27/2026 | 3.70 M | $347.99 M | -15.35% | 0.21% |
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Charles Schwab Corp. institutional Ownership - FAQ's
During the previous two years, 3041 institutional investors and hedge funds held shares of Charles Schwab Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 133.16 M
DODGE & COX: 75 M
JPMORGAN CHASE & CO: 73.85 M
STATE STREET CORP: 72.76 M
PRICE T ROWE ASSOCIATES INC /MD/: 48.64 M
GEODE CAPITAL MANAGEMENT, LLC: 38.69 M
79.61% of Charles Schwab Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 1.80 B shares in the last 24 months. This purchase volume represents approximately $170.30 B in transactions.