Charles Schwab Ownership | Who Owns Charles Schwab?

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Charles Schwab Ownership Summary

Charles Schwab is owned by 24.39% institutional investors, 6.17% insiders, and 69.45% 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 3.05% of its assets in Charles Schwab shares.

SCHW Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Charles Schwab	24.39%	6.17%	69.45%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Capital Markets Stocks	33.12%	15.10%	51.78%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	150.53M	8.49%	$15.04B
Blackrock funding, inc. /de	133.16M	7.51%	$12.51B
Blackrock	101.02M	5.54%	$7.44B
Dodge & cox	75.00M	4.23%	$7.05B
Jpmorgan chase	73.85M	4.17%	$6.87B
State street	72.76M	4.11%	$6.84B
Price t rowe associates inc /md/	48.64M	2.74%	$4.57B
Geode capital management	38.69M	2.18%	$3.62B
Fmr	35.69M	2.01%	$3.35B
Franklin resources	31.83M	1.80%	$2.99B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Rptc	3.52M	58.00%	$331.04M
Crown oak advisors	459.67K	21.67%	$43.20M
North peak capital management	1.20M	18.78%	$112.93M
Mount capital	460.28K	17.43%	$43.26M
Courant investment management	183.50K	16.84%	$17.25M
Timucuan asset management inc/fl	2.95M	10.20%	$277.15M
Park presidio capital	1.29M	8.51%	$121.37M
1623 capital	182.30K	7.76%	$13.43M
Ruane, cunniff & goldfarb	4.71M	7.35%	$443.10M
Provident trust	3.70M	7.28%	$347.99M

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	73.85M	0.44%	6.66M
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
Nuveen asset management	6.41M	0.13%	-6.63M
D. e. shaw	2.62M	0.15%	-5.33M
Generation investment management llp	2.74M	2.31%	-5.10M
Janus henderson group	2.07M	0.10%	-4.79M
Coatue management	-	-	-4.51M

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
Laurel wealth advisors	-1.00
Midwest capital advisors	-1.00
Breakwater investment management	-5.00
Sugar maple asset management	-5.00
Iron horse wealth management	-6.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	36	-98.24%	30,937,776	-97.94%	1	0.03%	17	-98.21%	6	-99.20%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	53.04M	3.05%	168.38K
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	43.31M	2.49%	777.79K
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 28, 2026	Wurster Richard A	President & CEO	Buy	$1.85M
May 19, 2026	Schwab Charles R.	Co-Chairman	Sell	$2.54M
May 18, 2026	Schwab Charles R.	Co-Chairman	Sell	$2.54M
May 13, 2026	Sarin Arun	-	Sell	$227.91K
May 05, 2026	Schwab-Pomerantz Carolyn	-	Sell	$914.61K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	1	16
2026 Q1	-	32
2025 Q4	-	9
2025 Q3	-	23
2025 Q2	-	34

SCHW Ownership FAQ

Who Owns Charles Schwab?

Charles Schwab shareholders are primarily institutional investors at 24.39%, followed by 6.17% insiders and 69.44% retail investors. The average institutional ownership in Charles Schwab's industry, Capital Markets Stocks, is 33.12%, which Charles Schwab falls below.

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 (133.16M shares, 7.51%), and Blackrock (101.02M shares, 5.54%). Together, they hold 21.54% 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 58.00% of its assets in 3.52M Charles Schwab shares, valued at 331.04M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Charles Schwab shares, with 3.05% of its total shares outstanding invested in 53.04M Charles Schwab shares.

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