Who Owns SCHW?
The Charles Schwab Corporation — Institutional Ownership & 13F Holdings
$90.73
+2.25 (+2.54%)
Market Cap
$163.2B
Shares Outstanding
1,752,210,391
Institutional Holders
1,978
Total Inst. Value
$1.5T
% of Float Held
90.6%
QoQ Holder Change
+786
Institutional data as of Q1 2025
New Positions
544
Closed Positions
153
Increased
730
Decreased
531
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | THORNBURG INVESTMENT MANAGEMENT INC | $705.7B | 901,559 |
| 2 | PointState Capital LP | $239.6B | 3,060,536 |
| 3 | CANADA PENSION PLAN INVESTMENT BOARD | $232.0B | 2,964,077 |
| 4 | Veritas Asset Management LLP | $179.5B | 2,293,473 |
| 5 | VANGUARD GROUP INC | $11.6B | 148,395,252 |
| 6 | NICHOLAS COMPANY, INC. | $10.7B | 136,737 |
| 7 | BlackRock, Inc. | $9.6B | 122,859,627 |
| 8 | DODGE & COX | $6.9B | 88,750,655 |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $6.4B | 82,048,984 |
| 10 | STATE STREET CORP | $5.6B | 71,933,290 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARD | +165K | $232.0B |
| VANGUARD GROUP INC | +19.8M | $11.6B |
| BlackRock, Inc. | +18.0M | $9.6B |
| PRICE T ROWE ASSOCIATES INC /MD/ | +9.0M | $6.4B |
| STATE STREET CORP | +8.5M | $5.6B |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| TORONTO DOMINION BANK | -184.6M | $69.6M |
| ROYAL BANK OF CANADA | -1.5M | $376.8M |
| MORGAN STANLEY | -990K | $1.7B |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | -851K | $129.3M |
| Squarepoint Ops LLC | -667K | $49.4M |
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Frequently Asked Questions
How many institutional investors hold SCHW?
As of Q1 2025, 1978 institutional investors report holding SCHW (The Charles Schwab Corporation) in their 13F filings.
What percentage of The Charles Schwab Corporation is owned by institutions?
Institutional investors hold approximately 90.6% of The Charles Schwab Corporation's float as reported in SEC 13F filings.
Which hedge fund owns the most SCHW?
The largest institutional holder of SCHW is THORNBURG INVESTMENT MANAGEMENT INC with $705.7B in shares.
Are institutions buying or selling SCHW?
This quarter, 544 institutions opened new positions in SCHW and 153 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.