Charles Schwab Ownership | Who Owns Charles Schwab?

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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	46.04%	16.84%	37.12%

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	14.98%	$18.95M
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
Fjarde ap-fonden (the fourth swedish national pensionfund)	249.66K	0.21%	249.66K	$18.40M

Sold Out

Holder	Change
Financial gravity asset management	-1.00
Sugar maple asset management	-5.00
Iron horse wealth management	-6.00
Hwg lp	-7.00
Cedar wealth management	-10.00

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	21.65M	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
Oct 29, 2025	Schwab Charles R.	Co-Chairman	Sell	$4.23M
Oct 28, 2025	Schwab Charles R.	Co-Chairman	Sell	$6.05M
Oct 02, 2025	Schwab-Pomerantz Carolyn	-	Sell	$888.52K
Oct 02, 2025	Schwab-Pomerantz Carolyn	-	Sell	$1.33M
Oct 01, 2025	Woolway Paul V	MD, Chief Banking Officer	Sell	$177.99K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	6
2025 Q3	-	23
2025 Q2	-	34
2025 Q1	-	24
2024 Q4	-	15

SCHW Ownership FAQ

Who Owns Charles Schwab?

Charles Schwab shareholders are primarily institutional investors at 82.54%, followed by 6.07% insiders and 11.39% retail investors. The average institutional ownership in Charles Schwab's industry, Capital Markets Stocks, is 46.04%, which Charles Schwab exceeds.

Who owns the most shares of Charles Schwab?

Charles Schwab’s largest shareholders are Blackrock funding, inc. /de (128.21M shares, 7.06%), Vanguard group (128.58M shares, 7.03%), and Blackrock (101.02M shares, 5.54%). Together, they hold 19.63% of Charles Schwab’s total shares outstanding.

Does Blackrock own Charles Schwab?

Yes, BlackRock owns 5.54% of Charles Schwab, totaling 101.02M shares as of Jun 2024. This represents 0.17% of BlackRock's total assets, with a market value of 7.44B$. In the last quarter, BlackRock increased its holdings by 1.49M shares, a 1.49% change.

Who is Charles Schwab’s biggest shareholder by percentage of total assets invested?

Rptc is Charles Schwab’s biggest shareholder by percentage of total assets invested, with 61.30% of its assets in 3.82M Charles Schwab shares, valued at 348.76M$.

Who is the top mutual fund holder of Charles Schwab shares?

Dodge & Cox Stock I is the top mutual fund holder of Charles Schwab shares, with 3.19% of its total shares outstanding invested in 57.93M Charles Schwab shares.

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