Charles Schwab Ownership | Who Owns Charles Schwab?
Charles Schwab Ownership Summary
Charles Schwab is owned by 76.63% institutional investors, 6.41% insiders, and 16.96% retail investors. Toronto dominion bank is the largest institutional shareholder, holding 10.15% 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 | 76.63% | 6.41% | 16.96% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Capital Markets Stocks | 34.70% | 18.00% | 47.30% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Toronto dominion bank | 185.49M | 10.15% | $13.73B |
| Vanguard group | 128.58M | 7.03% | $9.52B |
| Blackrock funding, inc. /de | 104.85M | 5.74% | $7.76B |
| Blackrock | 101.02M | 5.54% | $7.44B |
| Dodge & cox | 89.37M | 4.89% | $6.61B |
| 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 |
| Harris associates l p | 27.69M | 1.51% | $2.05B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rptc | 3.82M | 57.63% | $282.90M |
| Toronto dominion bank | 185.49M | 21.68% | $13.73B |
| North peak capital management | 1.86M | 18.21% | $137.50M |
| Crown oak advisors | 457.51K | 17.43% | $33.86M |
| Mount capital | 556.68K | 14.61% | $41.20M |
| Courant investment management | 198.50K | 12.43% | $14.69M |
| Route one investment company | 3.27M | 9.47% | $242.30M |
| Ruane, cunniff & goldfarb | 6.90M | 8.67% | $510.93M |
| Lakehouse capital pty | 156.47K | 7.81% | $11.58M |
| 1623 capital | 182.30K | 7.76% | $13.43M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 17.42M | 0.17% | 17.42M |
| Viking global investors lp | 14.66M | 3.51% | 12.32M |
| Kovitz investment group partners | 11.01M | 2.70% | 8.58M |
| Coatue management | 4.51M | 1.12% | 4.51M |
| Millennium management | 5.94M | 0.21% | 4.29M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 73.09M | 0.62% | -14.72M |
| Massachusetts financial services co /ma/ | 22.00M | 0.51% | -6.68M |
| Nuveen asset management | 6.41M | 0.13% | -6.63M |
| Theleme partners llp | - | - | -4.20M |
| Alyeska investment group | - | - | -3.62M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 17.42M | 0.17% | 17.42M | $1.29B |
| Coatue management | 4.51M | 1.12% | 4.51M | $333.79M |
| Pointstate capital lp | 3.21M | 4.33% | 3.21M | $237.28M |
| Farallon capital management | 3.17M | 1.19% | 3.17M | $234.54M |
| Raymond james financial | 2.56M | 0.07% | 2.56M | $189.79M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -1.00 |
| Evergreen private wealth | -2.00 |
| Sugar maple asset management | -5.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Dodge & Cox Stock I | 60.29M | 3.29% | -60.10K |
| Vanguard Total Stock Mkt Idx Inv | 53.90M | 2.97% | 6.35M |
| Vanguard US Total Market Shares ETF | 47.92M | 2.62% | 49.10K |
| Vanguard Institutional 500 Index Trust | 47.27M | 2.61% | 6.09M |
| Fidelity 500 Index | 21.35M | 1.18% | 2.71M |
| iShares Core S&P 500 ETF | 20.79M | 1.14% | 60.24K |
| SPDR® S&P 500® ETF Trust | 20.64M | 1.14% | -108.11K |
| SPDR® S&P 500 ETF | 20.68M | 1.13% | -840.61K |
| SPDR® S&P 500® ETF | 20.41M | 1.11% | -342.34K |
| Vanguard Value Index Inv | 14.76M | 0.81% | 1.77M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 03, 2025 | Schwab-Pomerantz Carolyn | - | Sell | $94.02K |
| Apr 03, 2025 | Schwab-Pomerantz Carolyn | - | Sell | $917.61K |
| Apr 03, 2025 | Schwab-Pomerantz Carolyn | - | Sell | $161.45K |
| Apr 03, 2025 | Schwab-Pomerantz Carolyn | - | Sell | $625.40K |
| Apr 01, 2025 | Woolway Paul V | MD, Chief Banking Officer | Sell | $230.54K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 2 |
| 2025 Q1 | - | 24 |
| 2024 Q4 | - | 15 |
| 2024 Q3 | 2 | 13 |
| 2024 Q2 | - | 29 |
SCHW Ownership FAQ
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