Charles Schwab (SWG) Ownership - Who Owns Charles Schwab?
9 Followers
Charles Schwab (SWG) Ownership Overview
- 5.66% Insiders
- 26.34% Mutual Funds
- 6.15% Other Institutional Investors
- 21.26% ETFs
- 40.59% Public Companies and Individual Investors
The ownership structure of Charles Schwab (DE:SWG) stock is a mix of institutional, retail, and individual investors. Approximately 53.75% of the company’s stock is owned by Institutional Investors, 5.66% is owned by Insiders, and 40.59% is owned by Public Companies and Individual Investors.
The ownership structure of Charles Schwab (DE:SWG) stock is a mix of institutional, retail, and individual investors. Approximately 53.75% of the company’s stock is owned by Institutional Investors, 5.66% is owned by Insiders, and 40.59% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
| Date | Name | Activity | Value |
|---|---|---|---|
| Nov 04, 2026 | Charles Schwab | $1,041,527 | |
| Oct 28, 2026 | Charles Schwab | $18,105,163 | |
| Aug 30, 2026 | Walter Bettinger | $8,250,373 | |
| Aug 26, 2026 | Carolyn Schwab-pomerantz | $1,002,369 |
Recent Hedge Fund Trading Activity
| Date | Firm | Activity | Value |
|---|---|---|---|
| Dec 31, 2025 | Manning & Napier Advisors Llc | €9,691 | |
| Dec 31, 2025 | Goalvest Advisory Llc | €27,974 | |
| Dec 31, 2025 | Howard Hughes Medical Institute | €35,967 | |
| Dec 31, 2025 | Acorns Advisers, Llc | €217,803 |
Top Shareholders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| BlackRock, Inc. | 134,414,949 | Institution | 7.77% | 12,344,265,671 |
| Vanguard | 128,291,483 | Institution | 7.42% | 11,781,904,924 |
| Vanguard Index Funds | 112,456,077 | Institution | 6.50% | 10,327,628,743 |
| Charles Schwab | 94,024,901 | Insider | 5.44% | 8,634,964,833 |
| John A. Gunn | 76,968,323 | Institution | 4.45% | 7,068,539,879 |
| Ishares | 72,865,358 | Institution | 4.21% | 6,691,735,883 |
| Spdr | 64,762,026 | Institution | 3.74% | 5,947,550,182 |
| Dodge & Cox Funds | 58,004,735 | Institution | 3.35% | 5,326,980,848 |
| Fidelity Concord Street Trust | 28,847,842 | Institution | 1.67% | 2,649,299,266 |
| Theofanis Kolokotrones | 25,120,895 | Institution | 1.45% | 2,307,027,634 |
Top Mutual Fund Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Vanguard Index Funds | 112,456,077 | Institution | 6.50% | 10,327,628,743 |
| Dodge & Cox Funds | 58,004,735 | Institution | 3.35% | 5,326,980,848 |
| Fidelity Concord Street Trust | 28,847,842 | Institution | 1.67% | 2,649,299,266 |
| Vanguard Chester Funds | 15,523,890 | Institution | 0.90% | 1,425,667,486 |
| Harris Associates Investment Trust | 12,187,241 | Institution | 0.70% | 1,119,239,652 |
| Jpmorgan Trust Ii | 11,810,993 | Institution | 0.68% | 1,084,686,164 |
| Fidelity Rutland Square Trust Ii | 11,271,223 | Institution | 0.65% | 1,035,115,307 |
| Putnam Large Cap Value Fund | 9,908,317 | Institution | 0.57% | 909,950,108 |
| Vanguard Institutional Index Funds | 9,665,394 | Institution | 0.56% | 887,640,789 |
| Vanguard Fenway Funds | 9,280,607 | Institution | 0.54% | 852,303,105 |
FAQ
Who Owns Charles Schwab (DE:SWG)?
According to the latest TipRanks data, approximately 53.75% of the company's stock is held by institutional investors, 5.66% is held by insiders, and 40.59% is held by public companies and individual investors.
What percentage of Charles Schwab (DE:SWG) stock is held by institutional investors?
According to the latest TipRanks data, approximately 53.75% of Charles Schwab (DE:SWG) stock is held by institutional investors: 26.34% by mutual funds, 21.26% by ETFs and 6.15% by other institutional investors.
What percentage of Charles Schwab (DE:SWG) stock is held by retail investors?
According to the latest TipRanks data, approximately 40.59% of Charles Schwab (DE:SWG) stock is held by public companies and individual investors.
Who owns the most shares of Charles Schwab (DE:SWG)?
BlackRock, Inc. owns the most shares of Charles Schwab (DE:SWG).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.
