Charles Schwab Ownership | Who Owns Charles Schwab?

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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 MStar Total Stk Mkt Idx Invest 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	82.70%	6.21%	11.08%
Sector	Financial Services Stocks	734.95%	13.85%	-648.79%
Industry	Capital Markets Stocks	41.45%	17.30%	41.25%

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
Crown oak advisors	471.77K	20.27%	$43.53M
Mount capital	492.18K	17.14%	$45.41M
North peak capital management	1.65M	16.88%	$151.91M
Courant investment management	183.50K	16.43%	$16.93M
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
Provident trust	3.72M	7.19%	$342.92M

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
Madison investment advisors	961.44K	0.80%	961.44K	$71.16M
Ossiam	402.94K	0.49%	402.94K	$37.18M
Ruffer llp	358.43K	1.17%	358.43K	$33.04M

Sold Out

Holder	Change
Laurel wealth advisors	-1.00
Sugar maple asset management	-5.00
Breakwater investment 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 %
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 MStar Total Stk Mkt Idx Invest	52.61M	3.04%	148.35K
Vanguard Total Stock Mkt Idx Inv	52.46M	3.02%	-521.28K
Vanguard Morn Total Stk Mkt Idx Investor	52.46M	3.02%	-521.28K
Dodge & Cox Stock I	51.36M	2.95%	-
Vanguard US Total Market Shares ETF	47.92M	2.62%	49.10K
Vanguard 500 Index Investor	42.90M	2.48%	450.82K
iShares Core S&P 500 ETF	22.06M	1.27%	35.15K
Fidelity 500 Index	20.97M	1.21%	-403.58K
State Street® SPDR® S&P 500® ETF	20.18M	1.16%	17.05K
SPDR® S&P 500® ETF	20.64M	1.14%	253.76K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Aug 28, 2026	Hathi Neesha	MD, Head Wealth Adv, Bnk, Tst	Sell	$343.50K
Aug 26, 2026	Schwab-Pomerantz Carolyn	-	Sell	$1.00M
Aug 24, 2026	Schwab Charles R.	Co-Chairman	Sell	$13.24M

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	37
2026 Q2	1	16
2026 Q1	-	32
2025 Q4	-	9
2025 Q3	-	23

SCHW Ownership FAQ

Who Owns Charles Schwab?

Charles Schwab shareholders are primarily institutional investors at 82.70%, followed by 6.21% insiders and 11.09% retail investors. The average institutional ownership in Charles Schwab's industry, Capital Markets Stocks, is 41.45%, which Charles Schwab exceeds.

Who owns the most shares of Charles Schwab?

Charles Schwab’s largest shareholders are Vanguard group (150.53M shares, 8.49%), Blackrock funding, inc. /de (134.41M shares, 7.70%), and Vanguard capital management (107.33M shares, 6.15%). Together, they hold 22.34% 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 54.74% of its assets in 3.52M Charles Schwab shares, valued at 325.02M$.

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

Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund holder of Charles Schwab shares, with 3.04% of its total shares outstanding invested in 52.61M Charles Schwab shares.

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