Charles Schwab Ownership | Who Owns Charles Schwab?
Charles Schwab Ownership Summary
Charles Schwab is owned by 23.15% institutional investors, 6.20% insiders, and 70.65% retail investors. Vanguard group is the largest institutional shareholder, holding 8.34% 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 | 23.15% | 6.20% | 70.65% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Capital Markets Stocks | 35.42% | 14.69% | 49.89% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 151.59M | 8.34% | $14.47B |
| Blackrock funding, inc. /de | 132.28M | 7.28% | $12.63B |
| 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 | 60.59M | 3.33% | $5.78B |
| Price t rowe associates inc /md/ | 57.44M | 3.16% | $5.48B |
| Geode capital management | 37.57M | 2.07% | $3.57B |
| Fmr | 31.53M | 1.74% | $3.01B |
| Franklin resources | 30.11M | 1.66% | $2.87B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rptc | 3.52M | 58.72% | $336.29M |
| Crown oak advisors | 459.58K | 19.83% | $41.93M |
| Mount capital | 556.68K | 19.06% | $53.15M |
| Courant investment management | 198.50K | 14.98% | $18.95M |
| North peak capital management | 1.59M | 13.34% | $152.23M |
| Ruane, cunniff & goldfarb | 6.32M | 9.99% | $602.95M |
| Park presidio capital | 1.08M | 8.98% | $103.25M |
| Timucuan asset management inc/fl | 3.13M | 8.76% | $299.00M |
| Lakehouse capital pty | 156.47K | 8.71% | $14.28M |
| Route one investment company | 2.24M | 7.93% | $214.25M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 17.42M | 0.17% | 17.42M |
| Blackrock funding, inc. /de | 132.28M | 0.22% | 4.07M |
| Citigroup | 4.73M | 0.20% | 2.20M |
| Primecap management co/ca/ | 21.21M | 1.55% | 2.17M |
| Mondrian investment partners | 1.77M | 2.82% | 1.77M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 57.44M | 0.59% | -17.39M |
| Jpmorgan chase | 60.59M | 0.35% | -10.02M |
| Nuveen asset management | 6.41M | 0.13% | -6.63M |
| 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 |
| Mondrian investment partners | 1.77M | 2.82% | 1.77M | $169.10M |
| Madison investment advisors | 961.44K | 0.80% | 961.44K | $71.16M |
| Axa investment managers | 299.24K | 0.08% | 299.24K | $28.57M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 249.66K | 0.21% | 249.66K | $18.40M |
Sold Out
| Holder | Change |
|---|---|
| Sugar maple asset management | -5.00 |
| Iron horse wealth management | -6.00 |
| Hwg lp | -7.00 |
| Cedar wealth management | -10.00 |
| Pfg private wealth management | -13.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 1,896 | -3.36% | 1,464,897,476 | -2.19% | 80 | 1.19% | 864 | 3.35% | 727 | -7.62% |
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 | 21.65M | 1.19% | 9.30K |
| SPDR® S&P 500® ETF | 20.64M | 1.14% | 253.76K |
| SPDR® S&P 500® ETF Trust | 20.64M | 1.14% | -108.11K |
| iShares Core S&P 500 ETF | 20.55M | 1.13% | - |
| SPDR® S&P 500 ETF | 20.68M | 1.13% | -840.61K |
| Vanguard Value Index Inv | 15.30M | 0.84% | -18.01K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 12, 2025 | Beatty Jonathan S | MD, Head of Advisor Services | Sell | $301.06K |
| Nov 07, 2025 | Craig Jonathan M. | MD, Head of Investor Services | Sell | $3.36M |
| Oct 28, 2025 | Schwab Charles R. | Co-Chairman | Sell | $6.05M |
| Oct 29, 2025 | Schwab Charles R. | Co-Chairman | Sell | $4.23M |
| Oct 02, 2025 | Schwab-Pomerantz Carolyn | - | Sell | $1.33M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 8 |
| 2025 Q3 | - | 23 |
| 2025 Q2 | - | 34 |
| 2025 Q1 | - | 24 |
| 2024 Q4 | - | 15 |
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