SCHW Institutional Ownership
The Charles Schwab Corporation
1W: -1.7%
1M: -9.2%
3M: -14.3%
YTD: -11.2%
1Y: -4.2%
3Y: +82.9%
5Y: +17.1%
$89.30
-0.43 (-0.48%)
Weekly Expected Move ±3.0%
$85
$88
$91
$93
$96
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $1.41B held by 580 funds, 48 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — SCHW
2,491
Institutional Holders
-16 vs prior quarter
0.0%
Ownership
+0.00pp
$130B
Total Invested
173
New Positions
909
Increased
1121
Reduced
156
Closed
0.98
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2635 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 134,414,949 | $12.0B | +1,258,393 | +0.9% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 107,329,957 | $9.6B | -1,024,038 | -0.9% | 2Q | SEC ↗ |
| 3 | Dodge & Cox | 76,968,323 | $6.9B | +1,965,442 | +2.6% | 25Q | SEC ↗ |
| 4 | STATE STREET CORP | 73,174,188 | $6.5B | +410,506 | +0.6% | 46Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO | 49,165,186 | $4.4B | -24,682,956 | -33.4% | 103Q | SEC ↗ |
| 6 | FMR LLC | 44,265,455 | $4.0B | +8,577,286 | +24.0% | 110Q | SEC ↗ |
| 7 | PRICE T ROWE ASSOCIATES INC /MD | 43,292,139 | $3.9B | -5,345,090 | -11.0% | 16Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 37,293,274 | $3.3B | -1,398,992 | -3.6% | 92Q | SEC ↗ |
| 9 | FRANKLIN RESOURCES INC | 36,476,735 | $3.3B | +4,651,113 | +14.6% | 22Q | SEC ↗ |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 26,889,062 | $2.4B | +316,992 | +1.2% | 2Q | SEC ↗ |
| 11 | PRIMECAP MANAGEMENT CO/CA | 25,120,895 | $2.2B | +1,678,980 | +7.2% | 15Q | SEC ↗ |
| 12 | HARRIS ASSOCIATES L P | 24,201,471 | $2.2B | +2,388,995 | +11.0% | 15Q | SEC ↗ |
| 13 | MORGAN STANLEY | 22,793,553 | $2.0B | +759,611 | +3.4% | 60Q | SEC ↗ |
| 14 | NORGES BANK NEW | 22,658,390 | $2.0B | — | +0.0% | 1Q | SEC ↗ |
| 15 | Fisher Asset Management, LLC | 21,952,062 | $2.0B | -266,029 | -1.2% | 16Q | SEC ↗ |
| 16 | Artisan Partners Limited Partnership | 18,930,716 | $1.7B | +1,479,668 | +8.5% | 22Q | SEC ↗ |
| 17 | BANK OF AMERICA CORP /DE | 15,993,144 | $1.4B | +370,114 | +2.4% | 15Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 15,952,492 | $1.4B | -408,284 | -2.5% | 110Q | SEC ↗ |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 13,356,306 | $1.2B | -1,165,581 | -8.0% | 82Q | SEC ↗ |
| 20 | Invesco Ltd. | 13,090,710 | $1.2B | -3,866,270 | -22.8% | 87Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 12,649,537 | $1.1B | +1,274,826 | +11.2% | 15Q | SEC ↗ |
| 22 | AMERIPRISE FINANCIAL INC | 12,530,896 | $1.1B | +3,757,133 | +42.8% | 16Q | SEC ↗ |
| 23 | UBS AM, a distinct business unit of UB | 11,843,766 | $1.1B | -31,907 | -0.3% | 63Q | SEC ↗ |
| 24 | BAMCO INC /NY | 11,655,694 | $1.0B | +4,191,378 | +56.2% | 110Q | SEC ↗ |
| 25 | ALLIANCEBERNSTEIN L.P. | 11,226,699 | $1.0B | -1,302,810 | -10.4% | 63Q | SEC ↗ |
| 26 | FLOSSBACH VON STORCH SE | 10,706,944 | $956M | +37,153 | +0.3% | 21Q | SEC ↗ |
| 27 | VIKING GLOBAL INVESTORS LP | 10,638,869 | $950M | -4,026,085 | -27.5% | 8Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 10,489,297 | $937M | -5,672,785 | -35.1% | 76Q | SEC ↗ |
| 29 | UBS Group AG | 9,616,749 | $859M | +3,837,749 | +66.4% | 47Q | SEC ↗ |
| 30 | Sixth Street Partners Management Compa NEW | 9,472,684 | $846M | — | +0.0% | 1Q | SEC ↗ |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 9,472,684 | $846M | -117,598 | -1.2% | 15Q | SEC ↗ |
| 32 | Legal & General Group Plc | 9,403,634 | $840M | -668,530 | -6.6% | 27Q | SEC ↗ |
| 33 | BROWN ADVISORY INC | 9,318,993 | $832M | +176,928 | +1.9% | 65Q | SEC ↗ |
| 34 | VANGUARD FIDUCIARY TRUST CO | 9,209,119 | $822M | -210,069 | -2.2% | 2Q | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 8,722,348 | $779M | +276,987 | +3.3% | 45Q | SEC ↗ |
| 36 | TWO SIGMA INVESTMENTS, LP | 8,425,755 | $752M | +3,065,456 | +57.2% | 18Q | SEC ↗ |
| 37 | WELLINGTON MANAGEMENT GROUP LLP | 7,971,114 | $712M | +7,537,489 | +1738.3% | 37Q | SEC ↗ |
| 38 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 7,632,441 | $682M | +4,680,363 | +158.5% | 9Q | SEC ↗ |
| 39 | Amundi | 6,850,758 | $612M | +1,265,118 | +22.6% | 21Q | SEC ↗ |
| 40 | DEUTSCHE BANK AG | 6,656,381 | $594M | +1,342,975 | +25.3% | 52Q | SEC ↗ |
| 41 | DIMENSIONAL FUND ADVISORS LP | 6,309,493 | $563M | +566,559 | +9.9% | 102Q | SEC ↗ |
| 42 | Nuveen, LLC | 5,886,128 | $526M | -122,561 | -2.0% | 6Q | SEC ↗ |
| 43 | D. E. Shaw & Co., Inc. | 5,779,607 | $516M | +3,163,794 | +120.9% | 22Q | SEC ↗ |
| 44 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 5,703,361 | $509M | +4,627,972 | +430.4% | 2Q | SEC ↗ |
| 45 | ENVESTNET ASSET MANAGEMENT INC | 5,571,968 | $498M | -51,015 | -0.9% | 79Q | SEC ↗ |
| 46 | ROYAL BANK OF CANADA | 5,204,548 | $465M | +341,299 | +7.0% | 83Q | SEC ↗ |
| 47 | AMERICAN CENTURY COMPANIES INC | 4,935,492 | $441M | +2,353,426 | +91.1% | 15Q | SEC ↗ |
| 48 | FIRST TRUST ADVISORS LP | 4,795,131 | $428M | +1,417,946 | +42.0% | 20Q | SEC ↗ |
| 49 | NORDEA INVESTMENT MANAGEMENT AB | 4,704,530 | $420M | +1,032,446 | +28.1% | 87Q | SEC ↗ |
| 50 | Ruane, Cunniff & Goldfarb L.P. | 4,571,355 | $408M | -143,425 | -3.0% | 34Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 22,658,390 | $2.0B |
| Sixth Street Partners Management Co | 9,472,684 | $846M |
| Jupiter Topco LLC | 2,113,238 | $189M |
| RENAISSANCE TECHNOLOGIES LLC | 1,911,141 | $171M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 1,576,199 | $141M |
| Nykredit A/S | 476,529 | $43M |
| OSSIAM | 402,935 | $36M |
| Ruffer LLP | 358,432 | $32M |
| ALGEBRIS (UK) LTD | 252,717 | $23M |
| PDT Partners, LLC | 172,200 | $15M |
| Soapstone Management L.P. | 143,750 | $13M |
| Aquatic Capital Management LLC | 138,025 | $12M |
| VectorGlobal IAG, Inc. | 90,990 | $8M |
| Coppell Advisory Solutions LLC | 82,321 | $7M |
| Capricorn Fund Managers Ltd | 73,700 | $7M |
| BLI - Banque de Luxembourg Investme | 60,000 | $5M |
| PEAK6 LLC | 58,780 | $5M |
| DARK FOREST CAPITAL MANAGEMENT LP | 52,214 | $5M |
| Arini Capital Management Ltd | 50,000 | $4M |
| Sciencast Management LP | 43,468 | $4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FARALLON CAPITAL MANAGEMENT LLC | 3,955,657 | $353M |
| Newlands Management Operations LLC | 3,196,166 | $285M |
| PointState Capital LP | 2,408,147 | $215M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 1,507,740 | $135M |
| MAVERICK CAPITAL LTD | 1,253,090 | $112M |
| Prana Capital Management, LP | 951,165 | $85M |
| Alyeska Investment Group, L.P. | 740,097 | $66M |
| Nearwater Capital Markets, Ltd | 722,000 | $64M |
| Azora Capital LP | 589,547 | $53M |
| Delta Global Management LP | 533,493 | $48M |
| SYQUANT CAPITAL SAS | 525,000 | $47M |
| Holocene Advisors, LP | 481,172 | $43M |
| Longaeva Partners L.P. | 349,153 | $31M |
| Blue Sparrow, LLC /DE | 346,110 | $31M |
| Skandinaviska Enskilda Banken AB (p | 330,173 | $29M |
| Capital Research Global Investors | 329,573 | $29M |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 322,800 | $29M |
| MKP Capital Management, L.L.C. | 300,000 | $27M |
| CLOUGH CAPITAL PARTNERS L P | 270,966 | $24M |
| MAPLELANE CAPITAL, LLC | 255,000 | $23M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +8,577,286 | +24.0% | 44,265,455 |
| WELLINGTON MANAGEMENT GROUP LLP | +7,537,489 | +1738.3% | 7,971,114 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +4,680,363 | +158.5% | 7,632,441 |
| FRANKLIN RESOURCES INC | +4,651,113 | +14.6% | 36,476,735 |
| BARROW HANLEY MEWHINNEY & STRAUSS L | +4,627,972 | +430.4% | 5,703,361 |
| BAMCO INC /NY | +4,191,378 | +56.2% | 11,655,694 |
| UBS Group AG | +3,837,749 | +66.4% | 9,616,749 |
| AMERIPRISE FINANCIAL INC | +3,757,133 | +42.8% | 12,530,896 |
| D. E. Shaw & Co., Inc. | +3,163,794 | +120.9% | 5,779,607 |
| TWO SIGMA INVESTMENTS, LP | +3,065,456 | +57.2% | 8,425,755 |
| HARRIS ASSOCIATES L P | +2,388,995 | +11.0% | 24,201,471 |
| AMERICAN CENTURY COMPANIES INC | +2,353,426 | +91.1% | 4,935,492 |
| AQR CAPITAL MANAGEMENT LLC | +2,021,122 | +100.8% | 4,025,866 |
| Dodge & Cox | +1,965,442 | +2.6% | 76,968,323 |
| Caisse de depot et placement du Que | +1,892,740 | +833.1% | 2,119,943 |
| PRIMECAP MANAGEMENT CO/CA | +1,678,980 | +7.2% | 25,120,895 |
| Allianz Asset Management GmbH | +1,661,014 | +77.2% | 3,813,514 |
| VAN ECK ASSOCIATES CORP | +1,582,063 | +85.2% | 3,438,308 |
| Artisan Partners Limited Partnershi | +1,479,668 | +8.5% | 18,930,716 |
| Man Group plc | +1,427,569 | +224.4% | 2,063,766 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -24,682,956 | -33.4% | 49,165,186 |
| Bank of New York Mellon Corp | -5,672,785 | -35.1% | 10,489,297 |
| PRICE T ROWE ASSOCIATES INC /MD | -5,345,090 | -11.0% | 43,292,139 |
| JANUS HENDERSON GROUP PLC | -4,787,886 | -69.8% | 2,074,704 |
| Boston Partners | -4,487,694 | -81.8% | 998,920 |
| VIKING GLOBAL INVESTORS LP | -4,026,085 | -27.5% | 10,638,869 |
| Invesco Ltd. | -3,866,270 | -22.8% | 13,090,710 |
| VOYA INVESTMENT MANAGEMENT LLC | -2,378,923 | -81.6% | 535,833 |
| Allen Investment Management, LLC | -1,913,598 | -35.9% | 3,414,852 |
| Clearbridge Investments, LLC | -1,694,848 | -42.8% | 2,262,374 |
| GEODE CAPITAL MANAGEMENT, LLC | -1,398,992 | -3.6% | 37,293,274 |
| ALLIANCEBERNSTEIN L.P. | -1,302,810 | -10.4% | 11,226,699 |
| FIDUCIARY MANAGEMENT INC /WI | -1,169,778 | -33.8% | 2,295,743 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -1,165,581 | -8.0% | 13,356,306 |
| Avantyr Capital Partners, LP | -1,152,591 | -71.0% | 471,600 |
| GENERATION INVESTMENT MANAGEMENT LL | -1,132,148 | -41.3% | 1,611,555 |
| LORD, ABBETT & CO. LLC | -1,095,251 | -33.1% | 2,213,960 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -1,024,506 | -36.8% | 1,762,006 |
| VANGUARD CAPITAL MANAGEMENT LLC | -1,024,038 | -0.9% | 107,329,957 |
| AustralianSuper Pty Ltd | -998,569 | -97.6% | 25,052 |