Charles Schwab Ownership | Who Owns Charles Schwab?

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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 3.30% 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	49.66%	13.98%	36.36%
Industry	Capital Markets Stocks	43.37%	15.77%	40.86%

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	457.34K	19.04%	$33.70M
Theleme partners llp	4.61M	16.28%	$339.38M
North peak capital management	1.78M	15.43%	$131.38M
Courant investment management	198.50K	13.73%	$14.63M
Mount capital	455.21K	13.44%	$33.54M
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
Van eck associates	2.79M	0.29%	-2.88M
Intermede investment partners	-	-	-2.14M

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
Corefirst bank & trust	-22.00

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	60.35M	3.30%	2.42M
Vanguard Total Stock Mkt Idx Inv	47.75M	2.61%	-168.54K
Vanguard Institutional 500 Index Trust	39.59M	2.16%	464.58K
Fidelity 500 Index	18.36M	1.00%	-27.95K
SPDR® S&P 500® ETF Trust	18.10M	0.99%	-19.74K
iShares Core S&P 500 ETF	16.63M	0.91%	25.61K
JPMorgan Equity Income I	13.86M	0.76%	-78.65K
JPM US Equity Income-Composite	13.86M	0.76%	1.57M
Vanguard Value Index Inv	12.83M	0.70%	39.62K
The Financial Select Sector SPDR® ETF	10.31M	0.56%	22.64K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 16, 2024	Schwab-Pomerantz Carolyn	-	Sell	$428.10K
Dec 16, 2024	Schwab-Pomerantz Carolyn	-	Sell	$285.44K
Nov 25, 2024	Beatty Jonathan S	MD, Head of Advisor Services	Sell	$188.62K
Nov 22, 2024	Murtagh Nigel J	Chief Risk Officer	Sell	$1.03M
Nov 18, 2024	DODDS CHRISTOPHER V	-	Sell	$755.98K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	15
2024 Q3	2	13
2024 Q2	-	29
2024 Q1	-	22
2023 Q4	-	5

SCHW Ownership FAQ

Who Owns Charles Schwab?

Charles Schwab shareholders are primarily institutional investors at 80.09%, followed by 6.27% insiders and 13.64% retail investors. The average institutional ownership in Charles Schwab's industry, Capital Markets Stocks, is 43.37%, which Charles Schwab exceeds.

Who owns the most shares of Charles Schwab?

Charles Schwab’s largest shareholders are Toronto dominion bank (225.96M shares, 12.38%), Vanguard group (122.21M shares, 6.70%), and Blackrock (101.02M shares, 5.54%). Together, they hold 24.61% 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 57.82% of its assets in 3.82M Charles Schwab shares, valued at 281.68M$.

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 3.30% of its total shares outstanding invested in 60.35M Charles Schwab shares.

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