Charles Schwab Ownership | Who Owns Charles Schwab?
Charles Schwab Ownership Summary
Charles Schwab is owned by 16.25% institutional investors, 6.20% insiders, and 77.54% retail investors. Vanguard group is the largest institutional shareholder, holding 8.49% of SCHW shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.03% of its assets in Charles Schwab shares.
SCHW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Charles Schwab | 16.25% | 6.20% | 77.54% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Capital Markets Stocks | 28.28% | 14.21% | 57.51% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 150.53M | 8.49% | $15.04B |
| Blackrock funding, inc. /de | 134.17M | 7.57% | $13.40B |
| Blackrock | 101.02M | 5.54% | $7.44B |
| Dodge & cox | 83.04M | 4.57% | $7.93B |
| State street | 73.16M | 4.03% | $6.98B |
| Jpmorgan chase | 67.19M | 3.79% | $6.71B |
| Price t rowe associates inc /md/ | 57.44M | 3.16% | $5.48B |
| Geode capital management | 37.67M | 2.13% | $3.75B |
| Fmr | 31.53M | 1.74% | $3.01B |
| Franklin resources | 30.18M | 1.70% | $3.02B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rptc | 3.52M | 58.72% | $336.29M |
| Crown oak advisors | 459.63K | 21.78% | $45.92M |
| Mount capital | 524.48K | 21.17% | $52.40M |
| Courant investment management | 183.50K | 16.58% | $18.33M |
| North peak capital management | 1.59M | 13.34% | $152.23M |
| Park presidio capital | 1.08M | 8.98% | $103.25M |
| Timucuan asset management inc/fl | 3.13M | 8.76% | $299.00M |
| Ruane, cunniff & goldfarb | 5.59M | 8.73% | $558.99M |
| Lakehouse capital pty | 111.82K | 8.06% | $11.17M |
| Route one investment company | 2.24M | 7.93% | $214.25M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 19.96M | 0.21% | 19.96M |
| Jpmorgan chase | 67.19M | 0.42% | 6.60M |
| Ubs group | 7.37M | 0.12% | 2.29M |
| Primecap management co/ca/ | 23.28M | 1.76% | 2.07M |
| Blackrock funding, inc. /de | 134.17M | 0.23% | 1.89M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 57.44M | 0.59% | -17.39M |
| Nuveen asset management | 6.41M | 0.13% | -6.63M |
| Balyasny asset management | 695.33K | 0.10% | -4.60M |
| Coatue management | - | - | -4.51M |
| Wellington management group llp | 8.07M | 0.13% | -4.38M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 19.96M | 0.21% | 19.96M | $1.99B |
| Madison investment advisors | 961.44K | 0.80% | 961.44K | $71.16M |
| Syquant capital sas | 525.00K | 6.42% | 525.00K | $52.45M |
| Renaissance group | 349.89K | 1.40% | 349.89K | $34.96M |
| Capital research global investors | 330.45K | 0.01% | 330.45K | $33.02M |
Sold Out
| Holder | Change |
|---|---|
| Midwest capital advisors | -1.00 |
| Breakwater investment management | -5.00 |
| Sugar maple asset management | -5.00 |
| Iron horse wealth management | -6.00 |
| New millennium group | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 1,178 | -47.60% | 293,562,479 | -79.83% | 16 | 0.25% | 591 | -45.78% | 423 | -44.49% |
| Sep 30, 2025 | 1,350 | -38.89% | 420,647,536 | -70.92% | 23 | 0.37% | 660 | -40.11% | 465 | -39.61% |
| Jun 30, 2025 | 2,189 | 4.39% | 1,499,748,842 | 0.49% | 82 | 1.22% | 1,087 | -0.73% | 761 | 14.09% |
| Mar 31, 2025 | 36 | -98.24% | 30,937,776 | -97.94% | 1 | 0.03% | 17 | -98.21% | 6 | -99.20% |
| Dec 31, 2024 | 1,852 | -3.84% | 1,400,834,762 | -4.34% | 76 | 1.20% | 854 | -2.51% | 677 | -8.51% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 53.17M | 3.03% | 144.20K |
| Dodge & Cox Stock I | 52.23M | 2.98% | -5.09M |
| Vanguard US Total Market Shares ETF | 47.92M | 2.62% | 49.10K |
| Vanguard 500 Index Investor | 42.55M | 2.43% | 265.03K |
| iShares Core S&P 500 ETF | 21.28M | 1.21% | 5.81M |
| Fidelity 500 Index | 21.12M | 1.21% | -425.52K |
| SPDR® S&P 500® ETF | 20.64M | 1.14% | 253.76K |
| SPDR® S&P 500® ETF Trust | 20.64M | 1.14% | -108.11K |
| SPDR® S&P 500 ETF | 20.68M | 1.13% | -840.61K |
| State Street® SPDR® S&P 500® ETF | 19.71M | 1.12% | -35.03K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 03, 2026 | Murtagh Nigel J | Chief Risk Officer | Sell | $260.02K |
| Mar 03, 2026 | Murtagh Nigel J | Chief Risk Officer | Sell | $421.43K |
| Mar 03, 2026 | Craig Jonathan M. | MD, Head of Investor Services | Sell | $517.08K |
| Mar 03, 2026 | Craig Jonathan M. | MD, Head of Investor Services | Sell | $852.82K |
| Mar 03, 2026 | Howard Dennis | MD, Chief Tech, OPS & Data Off | Sell | $591.99K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 32 |
| 2025 Q4 | - | 9 |
| 2025 Q3 | - | 23 |
| 2025 Q2 | - | 34 |
| 2025 Q1 | - | 24 |
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