Charles Schwab Ownership | Who Owns Charles Schwab?
Charles Schwab Ownership Summary
Charles Schwab is owned by 80.09% institutional investors, 6.27% insiders, and 13.64% retail investors. Toronto dominion bank is the largest institutional shareholder, holding 12.38% of SCHW shares. Dodge & Cox Stock I is the top mutual fund, with 3.29% of its assets in Charles Schwab shares.
SCHW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Charles Schwab | 80.09% | 6.27% | 13.64% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Capital Markets Stocks | 44.07% | 16.08% | 39.86% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Toronto dominion bank | 225.96M | 12.38% | $16.65B |
| Vanguard group | 122.21M | 6.70% | $9.01B |
| Blackrock | 101.02M | 5.54% | $7.44B |
| Dodge & cox | 85.79M | 4.70% | $6.32B |
| Price t rowe associates inc /md/ | 85.19M | 4.67% | $6.28B |
| State street | 61.66M | 3.38% | $4.54B |
| Jpmorgan chase | 43.99M | 2.41% | $3.24B |
| Geode capital management | 29.70M | 1.63% | $2.18B |
| Massachusetts financial services co /ma/ | 26.97M | 1.48% | $1.99B |
| Morgan stanley | 23.18M | 1.27% | $1.71B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rptc | 3.82M | 57.82% | $281.68M |
| Toronto dominion bank | 225.96M | 26.71% | $16.65B |
| Crown oak advisors | 457.51K | 17.43% | $33.86M |
| Theleme partners llp | 4.61M | 16.28% | $339.38M |
| North peak capital management | 1.78M | 15.43% | $131.38M |
| Mount capital | 455.21K | 13.44% | $33.54M |
| Courant investment management | 198.50K | 12.43% | $14.69M |
| Ruane, cunniff & goldfarb | 7.79M | 8.94% | $573.68M |
| Blue whale capital llp | 1.23M | 8.62% | $90.42M |
| Timucuan asset management inc/fl | 3.24M | 8.22% | $239.09M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 14.82M | 0.16% | 14.82M |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 15.31M | 1.16% | 13.22M |
| Price t rowe associates inc /md/ | 85.19M | 0.75% | 12.89M |
| Jpmorgan chase | 43.99M | 0.27% | 3.16M |
| Alyeska investment group | 2.71M | 1.14% | 2.71M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Massachusetts financial services co /ma/ | 26.97M | 0.61% | -3.79M |
| Citadel advisors | 471.93K | 0.01% | -3.25M |
| Flossbach von storch | 11.40M | 3.52% | -2.90M |
| Intermede investment partners | - | - | -2.14M |
| Alliancebernstein | 14.94M | 0.38% | -2.01M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 14.82M | 0.16% | 14.82M | $1.09B |
| Prana capital management, lp | 868.61K | 3.04% | 868.61K | $64.01M |
| Arrowstreet capital, limited partnership | 544.20K | 0.04% | 544.20K | $40.10M |
| Corebridge financial | 410.83K | 0.17% | 410.83K | $30.27M |
| 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 |
| Hwg lp | -7.00 |
| Td capital management | -9.00 |
| Delos wealth advisors | -14.00 |
| Planned solutions | -17.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 1,965 | 0.36% | 1,479,858,784 | -1.01% | 81 | 1.21% | 929 | -10.76% | 690 | 7.98% |
| Dec 31, 2023 | 1,958 | 7.94% | 1,494,975,371 | 3.31% | 81 | 1.30% | 1,041 | 18.30% | 639 | 0.63% |
| Sep 30, 2023 | 1,814 | -1.89% | 1,447,047,198 | -0.95% | 79 | 1.23% | 880 | -16.03% | 635 | 13.19% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Dodge & Cox Stock I | 60.29M | 3.29% | -60.10K |
| Vanguard Total Stock Mkt Idx Inv | 47.42M | 2.59% | -95.26K |
| Vanguard Institutional 500 Index Trust | 40.48M | 2.21% | 318.02K |
| SPDR® S&P 500® ETF Trust | 18.72M | 1.02% | 140.64K |
| Fidelity 500 Index | 18.46M | 1.01% | 125.43K |
| iShares Core S&P 500 ETF | 17.56M | 0.96% | 12.33K |
| JPMorgan Equity Income I | 13.86M | 0.76% | - |
| Vanguard Value Index Inv | 12.89M | 0.70% | -39.41K |
| JPM US Equity Income-Composite | 12.52M | 0.68% | -1.34M |
| The Financial Select Sector SPDR® ETF | 10.62M | 0.58% | 13.30K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 23, 2025 | SARIN ARUN | - | Sell | $699.41K |
| Jan 22, 2025 | Morgan Peter J. III | General Counsel | Sell | $1.18M |
| Jan 02, 2025 | Schwab-Pomerantz Carolyn | - | Sell | $1.07M |
| Jan 02, 2025 | Schwab-Pomerantz Carolyn | - | Sell | $711.73K |
| Dec 16, 2024 | Schwab-Pomerantz Carolyn | - | Sell | $285.44K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 15 |
| 2024 Q3 | 2 | 13 |
| 2024 Q2 | - | 29 |
| 2024 Q1 | - | 22 |
| 2023 Q4 | - | 5 |
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