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Charles Schwab (SCHW)
NYSE
$105.17-$0.07 (-0.07%)
Price as of Jul 31, 2026 7:49 PM EDT- $181.4BMarket Cap
- 11.56%1-Year Change
- Capital MarketsIndustry
Charles Schwab (SCHW)
$105.17-$0.07 (-0.07%)
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 |
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 |
JPMORGAN CHASE & CO | 4.25% | 73.8M | +6.7M (+9.01%) | Mar 31, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 6.52% | 113.4M | 0 (0.00%) | Apr 30, 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%) | Apr 30, 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%) | Apr 30, 2026 |
PRINCIPAL FUNDS, INC. | 1.97% | 34.3M | 0 (0.00%) | May 31, 2026 |
BAIRD FUNDS INC | 1.94% | 33.7M | 0 (0.00%) | Mar 31, 2026 |
Current Ownership Distribution
- Institutions26.0B (64.75%)
- Mutual Funds14.1B (35.00%)
- Insiders99.5M (0.25%)
- Other0 (0.00%)
Insider Transactions
- 0.25% (99.5M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 11Number of InsiderSelling (last 12 months)
- $85.8BAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Schwab-Pomerantz Carolyn | Sell | Jul 28, 2026 | $2.4M | 22,650 | $105.71 | 1.4M |
Bettinger Walter W Co-Chairman | Exempt | Jul 28, 2026 | $0.00 | 93,408 | $0.00 | 0 |
Schwab-Pomerantz Carolyn | Gift | Jul 28, 2026 | $0.00 | 271 | $0.00 | 1.4M |
Bettinger Walter W Co-Chairman | Exempt | Jul 28, 2026 | $4.9M | 93,408 | $52.05 | 622,754 |
Bettinger Walter W Co-Chairman | Sell | Jul 28, 2026 | $4.4M | 42,265 | $103.86 | 580,489 |
Bettinger Walter W Co-Chairman | Sell | Jul 28, 2026 | $4.0M | 38,263 | $105.18 | 542,226 |
Bettinger Walter W Co-Chairman | Sell | Jul 28, 2026 | $1.4M | 12,880 | $105.56 | 529,346 |
Murtagh Nigel J Chief Risk Officer | Exempt | Jul 27, 2026 | $0.00 | 32,947 | $0.00 | 15,675 |
Bettinger Walter W Co-Chairman | Exempt | Jul 27, 2026 | $10.0M | 192,488 | $52.05 | 721,834 |
Murtagh Nigel J Chief Risk Officer | Exempt | Jul 27, 2026 | $1.5M | 32,947 | $46.81 | 90,919 |
Bettinger Walter W Co-Chairman | Sell | Jul 27, 2026 | $20.0M | 192,488 | $103.90 | 529,346 |
Murtagh Nigel J Chief Risk Officer | Sell | Jul 27, 2026 | $2.3M | 21,947 | $104.00 | 68,972 |
Bettinger Walter W Co-Chairman | Exempt | Jul 27, 2026 | $0.00 | 192,488 | $0.00 | 93,408 |
Murtagh Nigel J Chief Risk Officer | Sell | Jul 27, 2026 | $1.1M | 11,000 | $104.03 | 57,972 |
SCHWAB CHARLES R Co-Chairman | Sell | Jul 24, 2026 | $4.6M | 45,500 | $101.72 | 54.1M |
Morgan Peter J. III General Counsel | Sell | Jul 23, 2026 | $709,341.06 | 6,952 | $102.03 | 0 |
Beatty Jonathan S MD, Head of Advisor Services | Sell | Jul 21, 2026 | $208,411.00 | 2,000 | $104.21 | 11,738 |
Murtagh Nigel J Chief Risk Officer | Exempt | Jul 21, 2026 | $0.00 | 4,053 | $0.00 | 48,622 |
Murtagh Nigel J Chief Risk Officer | Exempt | Jul 21, 2026 | $189,720.93 | 4,053 | $46.81 | 62,025 |
Murtagh Nigel J Chief Risk Officer | Sell | Jul 21, 2026 | $422,068.88 | 4,053 | $104.14 | 57,972 |
Craig Jonathan M. MD, Head of Retail Investing | Exempt | Jul 07, 2026 | $0.00 | 21,750 | $0.00 | 43,616 |
Craig Jonathan M. MD, Head of Retail Investing | Exempt | Jul 07, 2026 | $1.0M | 21,750 | $46.81 | 0 |
Craig Jonathan M. MD, Head of Retail Investing | Sell | Jul 07, 2026 | $2.2M | 21,750 | $102.01 | 0 |
Beatty Jonathan S MD, Head of Advisor Services | Sell | Jul 06, 2026 | $200,014.80 | 2,000 | $100.01 | 15,738 |
Beatty Jonathan S MD, Head of Advisor Services | Sell | Jul 02, 2026 | $194,059.40 | 2,000 | $97.03 | 17,738 |
Ruffel Charles A. | Award | Jul 01, 2026 | $0.00 | 1,280 | $0.00 | 1,280 |
Beatty Jonathan S MD, Head of Advisor Services | In Kind | Jul 01, 2026 | $96,063.10 | 1,036 | $92.72 | 32,459 |
HERRINGER FRANK C | Award | Jul 01, 2026 | $0.00 | 457 | $0.00 | 152,751 |
Brown Marianne Catherine | Award | Jul 01, 2026 | $0.00 | 418 | $0.00 | 8,269 |
Ellis Stephen A | Exempt | Jun 23, 2026 | $0.00 | 2,258 | $0.00 | 0 |