Charles Schwab Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 150.53 M | $15.04 B | -0.70% | 8.49% |
| BLACKROCK, INC. | 02/12/2026 | 134.17 M | $13,404.71 B | 1.43% | 7.57% |
| STATE STREET CORP | 02/13/2026 | 72.63 M | $7.26 B | -0.72% | 4.10% |
| JPMORGAN CHASE & CO | 02/11/2026 | 67.19 M | $6.71 B | 10.90% | 3.79% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 37.67 M | $3.75 B | 0.26% | 2.13% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 30.18 M | $3.02 B | 0.26% | 1.70% |
| PRIMECAP MANAGEMENT CO/CA/ | 02/11/2026 | 23.28 M | $2.33 B | 9.75% | 1.31% |
| MORGAN STANLEY | 02/13/2026 | 23.23 M | $2,321.23 B | -6.04% | 1.31% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 21.82 M | $2.18 B | 0.79% | 1.23% |
| NORGES BANK | 02/10/2026 | 19.96 M | $1.99 B | 100.00% | 1.13% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 15.37 M | $1.54 B | -10.05% | 0.87% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 15.09 M | $1,507.93 B | -0.11% | 0.85% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 13.15 M | $1.31 B | 10.70% | 0.74% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 11.24 M | $1.12 B | -3.04% | 0.63% |
| FLOSSBACH VON STORCH AG | 01/30/2026 | 10.47 M | $1.05 B | -1.56% | 0.59% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 9.75 M | $974.55 M | 3.50% | 0.55% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 9.57 M | $956.22 M | 6.53% | 0.54% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 9.37 M | $935.94 M | -1.10% | 0.53% |
| GENERATION INVESTMENT MANAGEMENT LLP | 02/12/2026 | 7.85 M | $784.07 M | -26.84% | 0.44% |
| UBS GROUP AG | 01/29/2026 | 7.37 M | $735.88 B | 45.11% | 0.42% |
| BAMCO INC /NY/ | 02/17/2026 | 7.06 M | $705.40 M | -1.00% | 0.40% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 6.28 M | $627.82 M | 5.45% | 0.35% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 5.99 M | $598.58 M | -2.53% | 0.34% |
| NUVEEN, LLC | 02/12/2026 | 5.81 M | $580.19 B | 1.00% | 0.33% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 5.68 M | $567.70 M | -1.14% | 0.32% |
| RUANE, CUNNIFF & GOLDFARB L.P. | 02/13/2026 | 5.59 M | $558.99 M | -11.41% | 0.32% |
| ALLEN INVESTMENT MANAGEMENT LLC | 02/10/2026 | 5.58 M | $557.92 M | -4.52% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 5.44 M | $543.46 M | -5.52% | 0.31% |
| ROYAL BANK OF CANADA | 02/17/2026 | 5.05 M | $504.81 M | -23.05% | 0.29% |
| CITADEL ADVISORS LLC | 02/17/2026 | 4.73 M | $472.69 M | 21.19% | 0.27% |
| BOSTON PARTNERS | 02/13/2026 | 4.66 M | $465.72 M | 6.02% | 0.26% |
| PROVIDENT TRUST CO | 02/02/2026 | 4.37 M | $437.02 M | -4.65% | 0.25% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 4.37 M | $436.88 M | -5.39% | 0.25% |
| BARCLAYS PLC | 02/13/2026 | 4.24 M | $423.56 B | -13.60% | 0.24% |
| NATIONAL PENSION SERVICE | 02/10/2026 | 4.06 M | $405.60 M | 4.09% | 0.23% |
| YACKTMAN ASSET MANAGEMENT LP | 02/03/2026 | 3.94 M | $393.30 M | -6.15% | 0.22% |
| FIDUCIARY MANAGEMENT INC /WI/ | 02/11/2026 | 3.87 M | $386.88 M | -7.96% | 0.22% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 3.82 M | $382.02 M | -4.47% | 0.22% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2026 | 3.63 M | $362.68 M | 12.92% | 0.20% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 02/03/2026 | 3.57 M | $362.16 M | 3.92% | 0.20% |
| NORDEA INVESTMENT MANAGEMENT AB | 01/08/2026 | 3.44 M | $344.41 M | 13.03% | 0.19% |
| LORD, ABBETT & CO. LLC | 02/13/2026 | 3.36 M | $335.84 M | -2.10% | 0.19% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 3.24 M | $323.99 M | 7.08% | 0.18% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 3.18 M | $318.18 M | -28.08% | 0.18% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 3.04 M | $303.29 M | -1.93% | 0.17% |
| RHUMBLINE ADVISERS | 02/13/2026 | 2.94 M | $294.17 M | -3.08% | 0.17% |
| MARSHALL WACE, LLP | 02/13/2026 | 2.87 M | $286.34 M | 80.43% | 0.16% |
| ENSIGN PEAK ADVISORS, INC | 02/12/2026 | 2.71 M | $270.79 M | -16.37% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 2.64 M | $263.56 M | -15.40% | 0.15% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 2.61 M | $261.26 M | 5.58% | 0.15% |
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Charles Schwab Corp. institutional Ownership - FAQ's
During the previous two years, 2599 institutional investors and hedge funds held shares of Charles Schwab Corp.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 150.53 M
BlackRock, Inc.: 134.17 M
STATE STREET CORP: 72.63 M
JPMORGAN CHASE & CO: 67.19 M
GEODE CAPITAL MANAGEMENT, LLC: 37.67 M
FRANKLIN RESOURCES INC: 30.18 M
79.33% of Charles Schwab Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 1.36 B shares in the last 24 months. This purchase volume represents approximately $129.76 B in transactions.