Charles Schwab Ownership | Who Owns Charles Schwab?
Charles Schwab Ownership Summary
Charles Schwab is owned by 82.70% institutional investors, 6.21% insiders, and 11.08% retail investors. Vanguard group is the largest institutional shareholder, holding 8.49% of SCHW shares. Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund, with 3.02% of its assets in Charles Schwab shares.
SCHW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Charles Schwab | 82.70% | 6.21% | 11.08% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Capital Markets Stocks | 50.90% | 16.11% | 32.98% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 150.53M | 8.49% | $15.04B |
| Blackrock funding, inc. /de | 134.41M | 7.70% | $12.40B |
| Vanguard capital management | 107.33M | 6.15% | $9.90B |
| Blackrock | 101.02M | 5.54% | $7.44B |
| Dodge & cox | 76.97M | 4.41% | $7.10B |
| State street | 73.17M | 4.19% | $6.75B |
| Jpmorgan chase | 49.17M | 2.82% | $4.45B |
| Fmr | 44.27M | 2.54% | $4.08B |
| Price t rowe associates inc /md/ | 43.29M | 2.48% | $3.99B |
| Geode capital management | 37.29M | 2.14% | $3.43B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rptc | 3.52M | 54.74% | $325.02M |
| Brummer multi-strategy ab | 44.84K | 28.47% | $4.38M |
| Crown oak advisors | 471.80K | 21.79% | $46.11M |
| Courant investment management | 183.50K | 20.56% | $17.94M |
| Mount capital | 492.18K | 17.14% | $45.41M |
| North peak capital management | 1.65M | 16.88% | $151.91M |
| Timucuan asset management inc/fl | 2.94M | 9.97% | $270.99M |
| Soapstone management | 143.75K | 9.65% | $13.26M |
| Route one investment company | 2.19M | 8.11% | $202.06M |
| 1623 capital | 182.30K | 7.76% | $13.43M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 22.66M | 0.21% | 22.66M |
| Sixth street partners management company | 9.47M | 0.12% | 9.47M |
| Fmr | 44.27M | 0.18% | 8.58M |
| Wellington management group llp | 7.97M | 0.13% | 7.54M |
| Arrowstreet capital, limited partnership | 7.63M | 0.31% | 4.68M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 49.17M | 0.25% | -24.68M |
| Nuveen asset management | 6.41M | 0.13% | -6.63M |
| Bank of new york mellon | 10.49M | 0.16% | -5.67M |
| Price t rowe associates inc /md/ | 43.29M | 0.40% | -5.35M |
| Janus henderson group | 2.07M | 0.10% | -4.79M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 22.66M | 0.21% | 22.66M | $2.09B |
| Sixth street partners management company | 9.47M | 0.12% | 9.47M | $874.04M |
| Actiam | 1.06M | 0.57% | 1.06M | $103.36M |
| Madison investment advisors | 961.44K | 0.80% | 961.44K | $71.16M |
| Montrusco bolton investments | 695.06K | 1.18% | 695.06K | $67.94M |
Sold Out
| Holder | Change |
|---|---|
| Sugar maple asset management | -5.00 |
| Iron horse wealth management | -6.00 |
| Hwg lp | -7.00 |
| New millennium group | -7.00 |
| Curio wealth | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 2,373 | -1.25% | 1,444,020,114 | 2.34% | 82 | 1.27% | 1,052 | -11.00% | 949 | 9.71% |
| Mar 31, 2026 | 1,550 | -35.17% | 432,132,040 | -70.27% | 24 | 0.38% | 787 | -35.12% | 527 | -36.96% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Morn Total Stk Mkt Idx Investor | 52.46M | 3.02% | -521.28K |
| Vanguard Total Stock Mkt Idx Inv | 52.46M | 3.02% | -521.28K |
| Vanguard MStar Total Stk Mkt Idx Invest | 52.15M | 3.02% | -358.63K |
| Dodge & Cox Stock I | 49.08M | 2.84% | -2.28M |
| Vanguard US Total Market Shares ETF | 47.92M | 2.62% | 49.10K |
| Vanguard 500 Index Investor | 42.69M | 2.47% | -727.97K |
| iShares Core S&P 500 ETF | 21.63M | 1.25% | 56.48K |
| Fidelity 500 Index | 21.22M | 1.23% | 81.50K |
| State Street® SPDR® S&P 500® ETF | 19.89M | 1.15% | 32.90K |
| SPDR® S&P 500® ETF | 20.64M | 1.14% | 253.76K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 29, 2026 | Schwab Charles R. | Co-Chairman | Sell | $12.21M |
| Oct 28, 2026 | Schwab Charles R. | Co-Chairman | Sell | $5.90M |
| Oct 01, 2026 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | Sell | $489.01K |
| Sep 01, 2026 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | Sell | $346.43K |
| Aug 28, 2026 | Bettinger Walter W | Co-Chairman | Sell | $8.25M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q4 | - | 3 |
| 2026 Q3 | - | 37 |
| 2026 Q2 | 1 | 16 |
| 2026 Q1 | - | 32 |
| 2025 Q4 | - | 9 |
SCHW Ownership FAQ
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