Want to see SCHW full AI Analyst Report?
Charles Schwab (SCHW) Ownership Overview
5.68% Insiders
26.32% Mutual Funds
2.87% Other Institutional Investors
21.16% ETFs
43.97% Public Companies and Individual Investors
The ownership structure of Charles Schwab (SCHW) stock is a mix of institutional, retail, and individual investors. Approximately 50.35% of the company’s stock is owned by Institutional Investors, 5.68% is owned by Insiders, and 43.97% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
Date | Name | Activity | Value |
|---|---|---|---|
Aug 31, 2026 | xxxxxxxxxxxxx | $8250373 | |
Aug 27, 2026 | xxxxxxxxxxxxx | $1002369 | |
Aug 26, 2026 | xxxxxxxxxxxxx | $19996311 | |
Aug 26, 2026 | xxxxxxxxxxxxx | $13244400 |
Recent Hedge Fund Trading Activity
Date | Firm | Activity | Value |
|---|---|---|---|
Jun 30, 2026 | xxxxxxxxxxxxx | $378450203 | |
Jun 30, 2026 | xxxxxxxxxxxxx | $342916011 | |
Jun 30, 2026 | xxxxxxxxxxxxx | $15942687 | |
Jun 30, 2026 | xxxxxxxxxxxxx | $26746397 |
Top Shareholders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 128,300,616 | Institution | 7.42% | 11,387,962,676 | |
| 112,456,077 | Institution | 6.50% | 9,981,601,395 | |
| 94,239,726 | Insider | 5.45% | 8,364,718,080 | |
| 76,968,323 | Institution | 4.45% | 6,831,708,349 | |
| 72,501,245 | Institution | 4.19% | 6,435,210,506 | |
| 64,306,847 | Institution | 3.72% | 5,707,875,740 | |
| 58,004,735 | Institution | 3.35% | 5,148,500,279 | |
| 28,847,842 | Institution | 1.67% | 2,560,534,456 | |
| 25,120,895 | Institution | 1.45% | 2,229,730,640 | |
| 21,952,062 | Institution | 1.27% | 1,948,465,023 |
Top Mutual Fund Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 112,456,077 | Institution | 6.50% | 9,981,601,395 | |
| 58,004,735 | Institution | 3.35% | 5,148,500,279 | |
| 28,847,842 | Institution | 1.67% | 2,560,534,456 | |
| 15,523,890 | Institution | 0.90% | 1,377,900,476 | |
| 12,187,241 | Institution | 0.70% | 1,081,739,511 | |
| 11,810,993 | Institution | 0.68% | 1,048,343,739 | |
| 11,271,223 | Institution | 0.65% | 1,000,433,753 | |
| 9,908,317 | Institution | 0.57% | 879,462,217 | |
| 9,665,394 | Institution | 0.56% | 857,900,371 | |
| 9,280,607 | Institution | 0.54% | 823,746,677 |
Top ETF Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 52,146,892 | Institution | 3.02% | 5,096,837,224 | |
| 42,690,188 | Institution | 2.47% | 4,172,538,975 | |
| 21,644,138 | Institution | 1.25% | 1,921,133,689 | |
| 20,018,132 | Institution | 1.16% | 2,071,276,118 | |
| 19,918,345 | Institution | 1.15% | 1,778,708,209 | |
| 15,647,850 | Institution | 0.90% | 1,529,420,859 | |
| 10,658,502 | Institution | 0.62% | 951,804,229 | |
| 4,515,116 | Institution | 0.26% | 403,199,859 | |
| 4,503,854 | Institution | 0.26% | 399,762,081 | |
| 3,903,491 | Institution | 0.23% | 346,473,861 |
FAQ
Who Owns Charles Schwab (SCHW)?
According to the latest TipRanks data, approximately 2.87% of the company's stock is held by institutional investors, 5.68% is held by insiders, and 43.97% is held by retail investors.
What percentage of Charles Schwab (SCHW) stock is held by institutional investors?
According to the latest TipRanks data, approximately 2.87% of Charles Schwab (SCHW) stock is held by institutional investors.
What percentage of Charles Schwab (SCHW) stock is held by retail investors?
According to the latest TipRanks data, approximately 43.97% of Charles Schwab (SCHW) stock is held by retail investors.
Who owns the most shares of Charles Schwab (SCHW)?
Vanguard owns the most shares of Charles Schwab (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.