Charles Schwab Ownership | Who Owns Charles Schwab?
Charles Schwab Ownership Summary
Charles Schwab is owned by 82.54% institutional investors, 6.07% insiders, and 11.39% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.06% of SCHW shares. Dodge & Cox Stock I is the top mutual fund, with 3.19% of its assets in Charles Schwab shares.
SCHW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Charles Schwab | 82.54% | 6.07% | 11.39% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Capital Markets Stocks | 45.71% | 16.60% | 37.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 128.21M | 7.06% | $11.70B |
| Vanguard group | 128.58M | 7.03% | $9.52B |
| Blackrock | 101.02M | 5.54% | $7.44B |
| Dodge & cox | 84.36M | 4.64% | $7.70B |
| Price t rowe associates inc /md/ | 73.09M | 4.00% | $5.41B |
| State street | 61.66M | 3.38% | $4.54B |
| Jpmorgan chase | 49.06M | 2.68% | $3.63B |
| Geode capital management | 30.90M | 1.69% | $2.28B |
| Franklin resources | 24.21M | 1.32% | $1.79B |
| Morgan stanley | 23.18M | 1.27% | $1.71B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rptc | 3.82M | 61.30% | $348.76M |
| Crown oak advisors | 459.58K | 19.83% | $41.93M |
| Mount capital | 556.68K | 16.37% | $50.79M |
| North peak capital management | 2.10M | 15.01% | $191.20M |
| Courant investment management | 198.50K | 12.43% | $14.69M |
| Ruane, cunniff & goldfarb | 6.60M | 10.32% | $602.08M |
| Route one investment company | 2.52M | 10.04% | $229.50M |
| Lakehouse capital pty | 156.47K | 8.71% | $14.28M |
| Timucuan asset management inc/fl | 3.20M | 8.53% | $291.68M |
| Generation investment management llp | 13.89M | 8.05% | $1.27B |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 17.42M | 0.17% | 17.42M |
| Brown advisory | 12.16M | 1.46% | 5.71M |
| Blackrock funding, inc. /de | 128.21M | 0.22% | 5.35M |
| Primecap management co/ca/ | 19.03M | 1.38% | 5.03M |
| Fmr | 9.70M | 0.04% | 3.97M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 73.09M | 0.62% | -14.72M |
| Nuveen asset management | 6.41M | 0.13% | -6.63M |
| Harris associates l p | 22.97M | 3.41% | -4.64M |
| Balyasny asset management | 695.33K | 0.10% | -4.60M |
| Coatue management | - | - | -4.51M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 17.42M | 0.17% | 17.42M | $1.29B |
| Zurich insurance group ltd/fi | 1.35M | 0.95% | 1.35M | $122.72M |
| Madison investment advisors | 961.44K | 0.80% | 961.44K | $71.16M |
| Glenmede investment management, lp | 908.54K | 0.42% | 908.54K | $82.89M |
| Caledonia investments | 501.00K | 4.49% | 501.00K | $45.69M |
Sold Out
| Holder | Change |
|---|---|
| West branch capital | -1.00 |
| Financial gravity asset management | -1.00 |
| Evergreen private wealth | -2.00 |
| Sugar maple asset management | -5.00 |
| Iron horse wealth management | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 1,896 | -3.36% | 1,464,897,476 | -2.19% | 80 | 1.19% | 864 | 3.35% | 727 | -7.62% |
| Jun 30, 2024 | 1,926 | -1.98% | 1,495,736,208 | 1.07% | 81 | 1.25% | 823 | -11.41% | 772 | 11.88% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Dodge & Cox Stock I | 57.93M | 3.19% | -2.13M |
| Vanguard Total Stock Mkt Idx Inv | 54.24M | 2.99% | -1.26M |
| Vanguard US Total Market Shares ETF | 47.92M | 2.62% | 49.10K |
| Vanguard 500 Index Investor | 42.28M | 2.33% | -6.19M |
| Fidelity 500 Index | 21.64M | 1.19% | 141.32K |
| SPDR® S&P 500® ETF | 20.73M | 1.14% | -86.26K |
| SPDR® S&P 500® ETF Trust | 20.64M | 1.14% | -108.11K |
| SPDR® S&P 500 ETF | 20.68M | 1.13% | -840.61K |
| iShares Core S&P 500 ETF | 20.40M | 1.12% | 92.74K |
| Vanguard Value Index Inv | 15.30M | 0.84% | -18.01K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 08, 2025 | Schwab Charles R. | Co-Chairman | Sell | $10.12M |
| Aug 08, 2025 | Schwab Charles R. | Co-Chairman | Sell | $2.77M |
| Aug 07, 2025 | Schwab Charles R. | Co-Chairman | Sell | $2.18M |
| Aug 07, 2025 | Schwab-Pomerantz Carolyn | - | Sell | $19.44K |
| Aug 07, 2025 | Schwab-Pomerantz Carolyn | - | Sell | $38.89K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 11 |
| 2025 Q2 | - | 34 |
| 2025 Q1 | - | 24 |
| 2024 Q4 | - | 15 |
| 2024 Q3 | 2 | 13 |
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