Charles Schwab
SCHW · NYSE
Who owns SCHW
Largest institutional holders, from their latest 13F filings
The 10 largest institutions hold 35.3% of SCHW’s shares.
- Vanguard Capital Management, LLC6.2%
- Schwab (Charles R Jr.)5.9%
- BlackRock Institutional Trust Company, N.A.4.6%
- Dodge & Cox4.4%
- Next 6 largest institutions14.2%
- All other shareholders64.7%
| Holder | Shares | % of shares |
|---|---|---|
| Vanguard Capital Management, LLC | 107.33M | 6.17% |
| Schwab (Charles R Jr.) | 102.20M | 5.88% |
| BlackRock Institutional Trust Company, N.A. | 79.81M | 4.59% |
| Dodge & Cox | 76.97M | 4.43% |
| State Street Investment Management (US) | 73.17M | 4.21% |
| T. Rowe Price Associates, Inc. | 40.59M | 2.33% |
| Geode Capital Management, L.L.C. | 37.29M | 2.14% |
| JP Morgan Asset Management | 34.91M | 2.01% |
| Fidelity Management & Research Company LLC | 34.08M | 1.96% |
| Vanguard Portfolio Management, LLC | 26.89M | 1.55% |
Largest mutual fund holders
| Holder | Shares | % of shares |
|---|---|---|
| Vanguard Total Stock Market Index Fund | 52.61M | 3.02% |
| Dodge & Cox Stock Fund | 51.36M | 2.95% |
| Vanguard 500 Index Fund | 42.90M | 2.47% |
| iShares Core S&P 500 ETF | 21.80M | 1.25% |
| Statens Pensjonsfond Utland | 21.19M | 1.22% |
Insider trades
Form 4 filings by officers, directors and large holders
Over the last 6 months, insiders bought $1.85M (1 trade) and sold $190.24M (49 trades) of SCHW on the open market.
| Insider | Type | Shares | Value |
|---|---|---|---|
| Hathi Neesha | Option exercise | 5.00K | — |
| Hathi Neesha | Sale | 5.00K | $489.01K |
| Hathi Neesha | Option exercise | 5.00K | $209.90K |
| Brown Marianne Catherine | Award | 407 | — |
| Ruffel Charles A. | Award | 1.22K | — |
| Ellis Stephen A | Award | 369 | — |
| HERRINGER FRANK C | Award | 445 | — |
| Ellis Stephen A | Option exercise | 1.92K | — |
| Ellis Stephen A | Option exercise | 1.92K | $60.38K |
| Hathi Neesha | Option exercise | 3.18K | — |
Congressional trades
Disclosed by members of Congress over the last 12 months
| Member | Type | Amount | Traded |
|---|---|---|---|
| Ro KhannaHouse | Purchase | $1K–$15K | Apr 13, 2026 |
| Alan ArmstrongSenator | Purchase | $1K–$15K | Mar 30, 2026 |
| Alan ArmstrongSenator | Purchase | $1K–$15K | Mar 27, 2026 |
| Gil CisnerosHouse | Sale | $1K–$15K | Mar 27, 2026 |
| Tony WiedHouse | Purchase | $50K–$100K | Feb 19, 2026 |
| Gil CisnerosHouse | Purchase | $1K–$15K | Jan 9, 2026 |
| Julie JohnsonHouse | Sale | $1K–$15K | Dec 18, 2025 |
| Dan Newhouse | Purchase | $1K–$15K | Dec 11, 2025 |
| Gil CisnerosHouse | Sale | $1K–$15K | Dec 10, 2025 |
| Julie JohnsonHouse | Sale | $1K–$15K | Nov 13, 2025 |
Short interest
Settled Sep 30, 2026
- Shares short
- 19.15M
- Days to cover
- 1.93
- % of shares outstanding
- 1.10%
- Average daily volume
- 9.94M
- Change since last report
- −0.8%
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