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Charles Schwab Ownership | Who Owns Charles Schwab?

OverviewForecastRevenueFinancialsChartTranscripts

Charles Schwab Ownership Summary

Charles Schwab is owned by 81.96% institutional investors, 6.27% insiders, and 11.78% 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

TypeName% Inst% Insiders% Retail
StockCharles Schwab81.96%6.27%11.78%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryCapital Markets Stocks43.42%14.01%42.57%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Dodge & Cox Stock I60.35M3.30%2.42M
Vanguard Total Stock Mkt Idx Inv47.75M2.61%-168.54K
Vanguard Institutional 500 Index Trust39.59M2.16%464.58K
Fidelity 500 Index18.36M1.00%-27.95K
SPDR® S&P 500® ETF Trust18.10M0.99%-19.74K
iShares Core S&P 500 ETF16.63M0.91%25.61K
JPMorgan Equity Income I13.86M0.76%-78.65K
JPM US Equity Income-Composite13.86M0.76%1.57M
Vanguard Value Index Inv12.83M0.70%39.62K
The Financial Select Sector SPDR® ETF10.31M0.56%22.64K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 14, 2024Beatty Jonathan S MD, Head of Advisor ServicesSell$220.55K
Nov 13, 2024Ruffel Charles A.-Sell$235.78K
Nov 11, 2024Beatty Jonathan S MD, Head of Advisor ServicesSell$192.54K
Oct 21, 2024Schwab Charles R. Co-ChairmanSell$1.22M
Oct 17, 2024Schwab-Pomerantz Carolyn-Sell$389.97K

Insider Transactions Trends

DateBuySell
2024 Q4-7
2024 Q3213
2024 Q2-29
2024 Q1-22
2023 Q4-5

SCHW Ownership FAQ

Who Owns Charles Schwab?

Charles Schwab shareholders are primarily institutional investors at 81.96%, followed by 6.27% insiders and 11.77% retail investors. The average institutional ownership in Charles Schwab's industry, Capital Markets Stocks, is 43.42%, 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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