Charles Schwab (SCHW) Ownership - Who Owns Charles Schwab?
Charles Schwab (SCHW) Ownership Overview
- 5.66% Insiders
- 26.34% Mutual Funds
- 3.55% Other Institutional Investors
- 21.24% ETFs
- 43.21% Public Companies and Individual Investors
The ownership structure of Charles Schwab (MX:SCHW) stock is a mix of institutional, retail, and individual investors. Approximately 51.12% of the company’s stock is owned by Institutional Investors, 5.66% is owned by Insiders, and 43.21% is owned by Public Companies and Individual Investors.
The ownership structure of Charles Schwab (MX:SCHW) stock is a mix of institutional, retail, and individual investors. Approximately 51.12% of the company’s stock is owned by Institutional Investors, 5.66% is owned by Insiders, and 43.21% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
| Date | Name | Activity | Value |
|---|---|---|---|
| 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 | |
| Aug 25, 2026 | Walter Bettinger | $19,996,311 |
Recent Hedge Fund Trading Activity
| Date | Firm | Activity | Value |
|---|
Top Shareholders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Vanguard | 128,300,616 | Institution | 7.42% | 11,316,499,233 |
| Vanguard Index Funds | 112,456,077 | Institution | 6.50% | 9,918,963,360 |
| Charles Schwab | 94,036,576 | Insider | 5.44% | 8,294,308,113 |
| John A. Gunn | 76,968,323 | Institution | 4.45% | 6,788,836,994 |
| Ishares | 72,571,209 | Institution | 4.20% | 6,400,998,347 |
| Spdr | 64,314,985 | Institution | 3.72% | 5,672,774,622 |
| Dodge & Cox Funds | 58,004,735 | Institution | 3.35% | 5,116,191,641 |
| Fidelity Concord Street Trust | 28,847,842 | Institution | 1.67% | 2,544,466,208 |
| Theofanis Kolokotrones | 25,120,895 | Institution | 1.45% | 2,215,738,302 |
| Ken Fisher | 21,952,062 | Institution | 1.27% | 1,936,237,725 |
Top Mutual Fund Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Vanguard Index Funds | 112,456,077 | Institution | 6.50% | 9,918,963,360 |
| Dodge & Cox Funds | 58,004,735 | Institution | 3.35% | 5,116,191,641 |
| Fidelity Concord Street Trust | 28,847,842 | Institution | 1.67% | 2,544,466,208 |
| Vanguard Chester Funds | 15,523,890 | Institution | 0.90% | 1,369,253,670 |
| Harris Associates Investment Trust | 12,187,241 | Institution | 0.70% | 1,074,951,218 |
| Jpmorgan Trust Ii | 11,810,993 | Institution | 0.68% | 1,041,765,016 |
| Fidelity Rutland Square Trust Ii | 11,271,223 | Institution | 0.65% | 994,155,682 |
| Putnam Large Cap Value Fund | 9,908,317 | Institution | 0.57% | 873,943,284 |
| Vanguard Institutional Index Funds | 9,665,394 | Institution | 0.56% | 852,516,747 |
| Vanguard Fenway Funds | 9,280,607 | Institution | 0.54% | 818,577,379 |
FAQ
Who Owns Charles Schwab (MX:SCHW)?
According to the latest TipRanks data, approximately 51.12% of the company's stock is held by institutional investors, 5.66% is held by insiders, and 43.21% is held by public companies and individual investors.
What percentage of Charles Schwab (MX:SCHW) stock is held by institutional investors?
According to the latest TipRanks data, approximately 51.12% of Charles Schwab (MX:SCHW) stock is held by institutional investors: 26.34% by mutual funds, 21.24% by ETFs and 3.55% by other institutional investors.
What percentage of Charles Schwab (MX:SCHW) stock is held by retail investors?
According to the latest TipRanks data, approximately 43.21% of Charles Schwab (MX:SCHW) stock is held by public companies and individual investors.
Who owns the most shares of Charles Schwab (MX:SCHW)?
Vanguard owns the most shares of Charles Schwab (MX:SCHW).
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.