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 3.04% 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 | 28.36% | 14.01% | 57.63% |
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 | 459.67K | 21.67% | $43.20M |
| Mount capital | 524.48K | 21.17% | $52.40M |
| Courant investment management | 183.50K | 16.84% | $17.25M |
| 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 |
| Route one investment company | 2.24M | 7.93% | $214.25M |
| 1623 capital | 182.30K | 7.76% | $13.43M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 19.96M | 0.21% | 19.96M |
| Vanguard fiduciary trust | 9.42M | 0.23% | 9.42M |
| Jpmorgan chase | 67.19M | 0.42% | 6.60M |
| Vanguard global advisers | 3.66M | 0.19% | 3.66M |
| Bank of new york mellon | 16.16M | 0.28% | 3.01M |
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 |
| Vanguard fiduciary trust | 9.42M | 0.23% | 9.42M | $885.22M |
| Vanguard global advisers | 3.66M | 0.19% | 3.66M | $344.05M |
| Vanguard asset management | 2.91M | 0.24% | 2.91M | $273.66M |
| Vaughan nelson investment management | 1.37M | 1.30% | 1.37M | $129.14M |
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 | 52.88M | 3.04% | -517.11K |
| Dodge & Cox Stock I | 51.36M | 2.95% | -867.90K |
| Vanguard US Total Market Shares ETF | 47.92M | 2.62% | 49.10K |
| Vanguard 500 Index Investor | 42.53M | 2.45% | -427.18K |
| iShares Core S&P 500 ETF | 21.60M | 1.24% | 63.38K |
| Fidelity 500 Index | 21.33M | 1.23% | 74.36K |
| State Street® SPDR® S&P 500® ETF | 19.90M | 1.14% | -21.36K |
| 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 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 05, 2026 | Schwab-Pomerantz Carolyn | - | Sell | $914.61K |
| May 04, 2026 | Schwab Charles R. | Co-Chairman | Sell | $10.00M |
| May 06, 2026 | Schwab Charles R. | Co-Chairman | Sell | $10.06M |
| May 01, 2026 | Schwab Charles R. | Co-Chairman | Sell | $5.05M |
| Apr 30, 2026 | Schwab Charles R. | Co-Chairman | Sell | $4.59M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 13 |
| 2026 Q1 | - | 32 |
| 2025 Q4 | - | 9 |
| 2025 Q3 | - | 23 |
| 2025 Q2 | - | 34 |
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