2m 2m 2m 2m 2m 2m 2m
Charles Schwab (SCHW)
NYSE
$92.63+$0.60 (+0.65%)
Price as of Jun 23, 2026 4:20 PM EDT- $160.1BMarket Cap
- 5.45%1-Year Change
- Capital MarketsIndustry
Charles Schwab (SCHW)
$92.63+$0.60 (+0.65%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
VANGUARD GROUP INC | 8.66% | 150.5M | -1.1M (-0.70%) | Dec 31, 2025 |
BLACKROCK, INC. | 7.66% | 133.2M | -1.0M (-0.76%) | Mar 31, 2026 |
N/A | 6.23% | 108.4M | +108.4M (+100.00%) | Mar 31, 2026 |
BLACKROCK FUNDING, INC. /DE | 6.03% | 104.8M | +1.1M (+1.02%) | Dec 31, 2024 |
BLACKROCK INC. | 5.81% | 101.0M | +1.5M (+1.47%) | Jun 30, 2024 |
WELLINGTON MANAGEMENT CO LLP | 4.70% | 81.8M | +1.3M (+1.57%) | Dec 31, 2021 |
DODGE & COX | 4.31% | 75.0M | -1.5M (-2.01%) | Mar 31, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 6.52% | 113.4M | 0 (0.00%) | Mar 31, 2026 |
VANGUARD INDEX FUNDS | 6.48% | 112.7M | -20,630 (-0.02%) | Mar 31, 2026 |
BlackRock Funds V | 3.78% | 65.7M | 0 (0.00%) | Mar 31, 2026 |
DODGE & COX FUNDS | 3.34% | 58.1M | -1.2M (-2.07%) | Mar 31, 2026 |
VANGUARD FIXED INCOME SECURITIES FUNDS | 2.83% | 49.3M | 0 (0.00%) | Jan 31, 2026 |
iSHARES TRUST | 2.12% | 36.9M | -701,174 (-1.90%) | Mar 31, 2026 |
BAIRD FUNDS INC | 1.94% | 33.7M | 0 (0.00%) | Mar 31, 2026 |
Current Ownership Distribution
- Institutions26.0B (66.28%)
- Mutual Funds13.1B (33.48%)
- Insiders97.4M (0.25%)
- Other0 (0.00%)
Insider Transactions
- 0.25% (97.4M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 12Number of InsiderSelling (last 12 months)
- $80.2BAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Brown Marianne Catherine | Award | Apr 01, 2026 | $0.00 | 434 | $0.00 | 7,824 |
Ellis Stephen A | Exempt | Mar 24, 2026 | $3.6M | 1,899 | $1,899.00 | 0 |
Ellis Stephen A | Exempt | Mar 24, 2026 | $61.9M | 7,866 | $7,866.00 | 0 |
Ellis Stephen A | Exempt | Mar 24, 2026 | $53,893.62 | 1,899 | $28.38 | 6,660 |
Ellis Stephen A | Exempt | Mar 24, 2026 | $227,799.36 | 7,866 | $28.96 | 6,660 |
Murtagh Nigel J Chief Risk Officer | Sell | Mar 03, 2026 | $421,429.49 | 4,463 | $94.43 | 60,712 |
Howard Dennis MD, Chief Tech, OPS & Data Off | Sell | Mar 03, 2026 | $591,991.70 | 6,269 | $94.43 | 14,309 |
Craig Jonathan M. MD, Head of Investor Services | Sell | Mar 03, 2026 | $852,817.70 | 9,032 | $94.42 | 5,449 |
Howard Dennis MD, Chief Tech, OPS & Data Off | Sell | Mar 03, 2026 | $364,235.87 | 3,839 | $94.88 | 10,470 |
Murtagh Nigel J Chief Risk Officer | Sell | Mar 03, 2026 | $260,024.08 | 2,740 | $94.90 | 57,972 |
Craig Jonathan M. MD, Head of Investor Services | Sell | Mar 03, 2026 | $517,079.04 | 5,449 | $94.89 | 0 |
Verdeschi Michael D CFO | Award | Mar 02, 2026 | $0.00 | 62,134 | $0.00 | 62,134 |
Howard Dennis MD, Chief Tech, OPS & Data Off | Award | Mar 02, 2026 | $0.00 | 42,458 | $0.00 | 42,458 |
Murtagh Nigel J Chief Risk Officer | Award | Mar 02, 2026 | $0.00 | 30,377 | $0.00 | 30,377 |
SCHWAB CHARLES R Co-Chairman | Award | Mar 02, 2026 | $0.00 | 72,489 | $0.00 | 72,489 |
Craig Jonathan M. MD, Head of Investor Services | Award | Mar 02, 2026 | $0.00 | 50,052 | $0.00 | 50,052 |
Wurster Richard A President & CEO | Award | Mar 02, 2026 | $0.00 | 230,411 | $0.00 | 230,411 |
Morgan Peter J. III General Counsel | Award | Mar 02, 2026 | $0.00 | 21,057 | $0.00 | 21,057 |
Bettinger Walter W Co-Chairman | Award | Mar 02, 2026 | $0.00 | 42,113 | $0.00 | 42,113 |
Murtagh Nigel J Chief Risk Officer | Award | Mar 01, 2026 | $0.00 | 16,312 | $0.00 | 74,284 |
Howard Dennis MD, Chief Tech, OPS & Data Off | Award | Mar 01, 2026 | $0.00 | 16,312 | $0.00 | 26,782 |
Craig Jonathan M. MD, Head of Investor Services | Award | Mar 01, 2026 | $0.00 | 25,633 | $0.00 | 25,633 |
SCHWAB CHARLES R Co-Chairman | Award | Mar 01, 2026 | $0.00 | 38,838 | $0.00 | 38,838 |
Murtagh Nigel J Chief Risk Officer | In Kind | Mar 01, 2026 | $868,133.24 | 9,109 | $95.31 | 65,175 |
Wurster Richard A President & CEO | Award | Mar 01, 2026 | $0.00 | 62,140 | $0.00 | 219,329 |
Morgan Peter J. III General Counsel | Award | Mar 01, 2026 | $0.00 | 11,263 | $0.00 | 11,263 |
Bettinger Walter W Co-Chairman | Award | Mar 01, 2026 | $0.00 | 141,757 | $0.00 | 141,757 |
Craig Jonathan M. MD, Head of Investor Services | In Kind | Mar 01, 2026 | $1.1M | 11,152 | $95.31 | 14,481 |
Howard Dennis MD, Chief Tech, OPS & Data Off | In Kind | Mar 01, 2026 | $591,272.22 | 6,204 | $95.31 | 20,578 |
Morgan Peter J. III General Counsel | In Kind | Mar 01, 2026 | $410,859.85 | 4,311 | $95.31 | 6,952 |