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Charles Schwab (SCHW)
NYSE
$91.74+$0.09 (+0.10%)
Price as of Oct 22, 2026 7:58 PM EDT- $158.5BMarket Cap
- -1.59%1-Year Change
- Capital MarketsIndustry
Charles Schwab (SCHW)
$91.74+$0.09 (+0.10%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
VANGUARD GROUP INC | 8.70% | 150.5M | -1.1M (-0.70%) | Dec 31, 2025 |
BLACKROCK, INC. | 7.77% | 134.4M | +1.3M (+0.94%) | Jun 30, 2026 |
VANGUARD CAPITAL MANAGEMENT LLC | 6.21% | 107.3M | -1.0M (-0.95%) | Jun 30, 2026 |
BLACKROCK FUNDING, INC. /DE | 6.06% | 104.8M | +1.1M (+1.02%) | Dec 31, 2024 |
BLACKROCK INC. | 5.84% | 101.0M | +1.5M (+1.47%) | Jun 30, 2024 |
WELLINGTON MANAGEMENT CO LLP | 4.73% | 81.8M | +1.3M (+1.57%) | Dec 31, 2021 |
DODGE & COX | 4.45% | 77.0M | +2.0M (+2.55%) | Jun 30, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
VANGUARD INDEX FUNDS | 6.50% | 112.5M | -200,749 (-0.18%) | Jun 30, 2026 |
DODGE & COX FUNDS | 3.35% | 58.0M | -53,500 (-0.09%) | Jun 30, 2026 |
Trust for Advised Portfolios | 1.31% | 22.7M | 0 (0.00%) | Dec 31, 2023 |
NORTHERN FUNDS | 1.16% | 20.0M | 0 (0.00%) | Jun 30, 2026 |
SPDR S&P 500 ETF TRUST | 1.15% | 19.8M | +325,346 (+1.64%) | Jun 30, 2026 |
VANGUARD CHESTER FUNDS | 0.90% | 15.5M | +260,898 (+1.68%) | Jun 30, 2026 |
HARRIS ASSOCIATES INVESTMENT TRUST | 0.70% | 12.2M | +1.7M (+13.81%) | Jun 30, 2026 |
Current Ownership Distribution
- Institutions27.3B (63.96%)
- Mutual Funds15.3B (35.81%)
- Insiders98.9M (0.23%)
- Other0 (0.00%)
Insider Transactions
- 0.23% (98.9M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 12Number of InsiderSelling (last 12 months)
- $72.7BAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Ellis Stephen A | Award | Oct 01, 2026 | $0.00 | 369 | $0.00 | 13,684 |
Hathi Neesha MD, Head Wealth Adv, Bnk, Tst | Exempt | Oct 01, 2026 | $0.00 | 5,000 | $0.00 | 13,950 |
Hathi Neesha MD, Head Wealth Adv, Bnk, Tst | Exempt | Oct 01, 2026 | $209,900.00 | 5,000 | $41.98 | 0 |
Hathi Neesha MD, Head Wealth Adv, Bnk, Tst | Sell | Oct 01, 2026 | $489,007.00 | 5,000 | $97.80 | 5,770 |
Ellis Stephen A | Exempt | Sep 23, 2026 | $0.00 | 1,918 | $0.00 | 0 |
Ellis Stephen A | Exempt | Sep 23, 2026 | $60,378.64 | 1,918 | $31.48 | 7,445 |
SCHWAB CHARLES R Co-Chairman | Gift | Aug 27, 2026 | $0.00 | 9,300 | $0.00 | 53.5M |
Schwab-Pomerantz Carolyn | Sell | Aug 26, 2026 | $1.0M | 9,175 | $109.25 | 1.3M |
SCHWAB CHARLES R Co-Chairman | Gift | Aug 18, 2026 | $0.00 | 54,550 | $0.00 | 53.7M |
Beatty Jonathan S MD, Head of Advisor Services | Sell | Aug 17, 2026 | $111,330.10 | 1,000 | $111.33 | 10,738 |
SCHWAB CHARLES R Co-Chairman | Gift | Aug 17, 2026 | $0.00 | 45,500 | $0.00 | 53.7M |
Craig Jonathan M. MD, Head of Retail Investing | Exempt | Aug 14, 2026 | $0.00 | 21,866 | $0.00 | 0 |
Craig Jonathan M. MD, Head of Retail Investing | Exempt | Aug 14, 2026 | $1.0M | 21,866 | $46.81 | 0 |
Craig Jonathan M. MD, Head of Retail Investing | Sell | Aug 14, 2026 | $2.4M | 21,866 | $111.03 | 0 |
Howard Dennis MD, Chief Tech, OPS & Data Off | Sell | Aug 13, 2026 | $241,780.00 | 2,198 | $110.00 | 6,980 |
SCHWAB CHARLES R Co-Chairman | Sell | Aug 11, 2026 | $5.0M | 46,445 | $107.78 | 30.1M |
Murtagh Nigel J Chief Risk Officer | Exempt | Aug 10, 2026 | $0.00 | 24,778 | $0.00 | 0 |
Murtagh Nigel J Chief Risk Officer | Exempt | Aug 10, 2026 | $1.2M | 24,778 | $46.81 | 82,750 |
Murtagh Nigel J Chief Risk Officer | Sell | Aug 10, 2026 | $2.7M | 24,778 | $109.01 | 57,972 |
SNEED PAULA A | Sell | Aug 07, 2026 | $563,954.13 | 5,263 | $107.15 | 91,711 |
SCHWAB CHARLES R Co-Chairman | Gift | Aug 06, 2026 | $0.00 | 37,200 | $0.00 | 53.8M |
Murtagh Nigel J Chief Risk Officer | Exempt | Aug 06, 2026 | $88,798.57 | 1,897 | $46.81 | 59,869 |
Murtagh Nigel J Chief Risk Officer | Sell | Aug 06, 2026 | $206,776.04 | 1,897 | $109.00 | 57,972 |
Murtagh Nigel J Chief Risk Officer | Exempt | Aug 06, 2026 | $0.00 | 1,897 | $0.00 | 24,778 |
Schwab-Pomerantz Carolyn | Sell | Aug 05, 2026 | $2.0M | 18,561 | $107.70 | 1.3M |
Craig Jonathan M. MD, Head of Retail Investing | Exempt | Aug 05, 2026 | $0.00 | 21,750 | $0.00 | 21,866 |
Craig Jonathan M. MD, Head of Retail Investing | Exempt | Aug 05, 2026 | $1.0M | 21,750 | $46.81 | 0 |
Craig Jonathan M. MD, Head of Retail Investing | Sell | Aug 05, 2026 | $2.3M | 21,750 | $107.02 | 0 |
Schwab-Pomerantz Carolyn | Sell | Aug 04, 2026 | $2.4M | 22,640 | $106.36 | 1.4M |
SCHWAB CHARLES R Co-Chairman | Sell | Aug 04, 2026 | $5.1M | 47,650 | $106.08 | 53.9M |