Charles Schwab Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 134.41 M | $12.40 B | 0.95% | 7.75% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 107.33 M | $9.90 B | -0.95% | 6.19% |
| DODGE & COX | 08/13/2026 | 76.97 M | $7.10 B | 2.62% | 4.44% |
| STATE STREET CORP | 08/07/2026 | 73.17 M | $6.75 B | 0.56% | 4.22% |
| JPMORGAN CHASE & CO | 08/12/2026 | 49.17 M | $4.45 B | -33.42% | 2.83% |
| FMR LLC | 08/13/2026 | 44.27 M | $4.08 B | 24.03% | 2.55% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 43.29 M | $3.99 B | -10.99% | 2.50% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 37.29 M | $3.43 B | -3.62% | 2.15% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 36.48 M | $3.37 B | 14.61% | 2.10% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 26.89 M | $2.48 B | 1.19% | 1.55% |
| PRIMECAP MANAGEMENT CO/CA/ | 08/14/2026 | 25.12 M | $2.32 B | 7.16% | 1.45% |
| HARRIS ASSOCIATES L P | 08/14/2026 | 24.20 M | $2.23 B | 10.95% | 1.39% |
| MORGAN STANLEY | 08/13/2026 | 22.79 M | $2.10 B | 3.45% | 1.31% |
| NORGES BANK | 08/12/2026 | 22.66 M | $2.09 B | 100.00% | 1.31% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 21.95 M | $2.03 B | -1.20% | 1.27% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 08/13/2026 | 18.93 M | $1.75 B | 8.48% | 1.09% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 15.99 M | $1.48 B | 2.37% | 0.92% |
| NORTHERN TRUST CORP | 08/13/2026 | 15.95 M | $1.47 B | -2.50% | 0.92% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 13.36 M | $2.13 B | -8.03% | 0.77% |
| INVESCO LTD. | 08/14/2026 | 13.09 M | $1.21 B | -22.80% | 0.75% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 12.65 M | $1.17 B | 11.21% | 0.73% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 12.53 M | $1.16 B | 42.82% | 0.72% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 11.84 M | $1.09 B | -0.27% | 0.68% |
| BAMCO INC /NY/ | 08/14/2026 | 11.66 M | $1.08 B | 56.15% | 0.67% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 11.23 M | $1.06 B | -10.40% | 0.65% |
| FLOSSBACH VON STORCH AG | 08/10/2026 | 10.71 M | $987.93 M | 0.35% | 0.62% |
| VIKING GLOBAL INVESTORS LP | 08/14/2026 | 10.64 M | $981.65 M | -27.45% | 0.61% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 10.49 M | $967.85 M | -35.10% | 0.60% |
| UBS GROUP AG | 08/13/2026 | 9.62 M | $887.34 M | 66.41% | 0.55% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 9.47 M | $874.04 M | -1.23% | 0.55% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 9.47 M | $874.04 M | 100.00% | 0.55% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 9.40 M | $867.67 M | -6.64% | 0.54% |
| BROWN ADVISORY INC | 08/14/2026 | 9.32 M | $859.86 M | 1.94% | 0.54% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 9.21 M | $849.73 M | -2.23% | 0.53% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 8.72 M | $804.81 M | 3.28% | 0.50% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 8.43 M | $777.44 M | 57.19% | 0.49% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 7.97 M | $735.49 M | 1,738.25% | 0.46% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 7.63 M | $704.25 M | 158.54% | 0.44% |
| AMUNDI | 08/11/2026 | 6.85 M | $632.12 M | 22.65% | 0.39% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 6.66 M | $614.18 M | 25.28% | 0.38% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 6.31 M | $582.11 M | 9.87% | 0.36% |
| NUVEEN, LLC | 08/11/2026 | 5.89 M | $543.11 M | -2.04% | 0.34% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 5.78 M | $533.28 M | 120.95% | 0.33% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 08/12/2026 | 5.70 M | $526.25 M | 430.35% | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 5.57 M | $514.12 M | -0.91% | 0.32% |
| ROYAL BANK OF CANADA | 08/14/2026 | 5.20 M | $480.23 M | 7.02% | 0.30% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 4.94 M | $455.40 M | 91.15% | 0.28% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 4.80 M | $442.45 M | 41.99% | 0.28% |
| NORDEA INVESTMENT MANAGEMENT AB | 08/05/2026 | 4.70 M | $436.53 M | 28.12% | 0.27% |
| RUANE, CUNNIFF & GOLDFARB L.P. | 08/14/2026 | 4.57 M | $421.80 M | -3.04% | 0.26% |
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Charles Schwab Corp. institutional Ownership - FAQ's
During the previous two years, 3259 institutional investors and hedge funds held shares of Charles Schwab Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 134.41 M
VANGUARD CAPITAL MANAGEMENT LLC: 107.33 M
DODGE & COX: 76.97 M
STATE STREET CORP: 73.17 M
JPMORGAN CHASE & CO: 49.17 M
FMR LLC: 44.27 M
83.57% of Charles Schwab Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 1.98 B shares in the last 24 months. This purchase volume represents approximately $186.43 B in transactions.