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Charles Schwab (SCHW)
NYSE
$112.29-$0.02 (-0.01%)
Price as of Aug 21, 2026 7:59 PM EDT- $194.2BMarket Cap
- 18.68%1-Year Change
- Capital MarketsIndustry
Charles Schwab (SCHW)
$112.29-$0.02 (-0.01%)
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. | 7.73% | 134.4M | +1.3M (+0.94%) | Jun 30, 2026 |
VANGUARD CAPITAL MANAGEMENT LLC | 6.17% | 107.3M | -1.0M (-0.95%) | Jun 30, 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 | 4.43% | 77.0M | +2.0M (+2.55%) | Jun 30, 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%) | Jun 30, 2026 |
Current Ownership Distribution
- Institutions27.3B (65.76%)
- Mutual Funds14.1B (34.01%)
- Insiders99.1M (0.24%)
- Other0 (0.00%)
Insider Transactions
- 0.24% (99.1M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 12Number of InsiderSelling (last 12 months)
- $84.0BAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
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 |
SCHWAB CHARLES R Co-Chairman | Sell | Aug 03, 2026 | $10.1M | 95,250 | $105.52 | 53.9M |
Howard Dennis MD, Chief Tech, OPS & Data Off | In Kind | Aug 01, 2026 | $135,488.81 | 1,292 | $104.87 | 9,178 |
Bettinger Walter W Co-Chairman | Exempt | Jul 28, 2026 | $0.00 | 93,408 | $0.00 | 0 |
Schwab-Pomerantz Carolyn | Sell | Jul 28, 2026 | $2.4M | 22,650 | $105.71 | 1.4M |
Bettinger Walter W Co-Chairman | Exempt | Jul 28, 2026 | $4.9M | 93,408 | $52.05 | 622,754 |
Schwab-Pomerantz Carolyn | Gift | Jul 28, 2026 | $0.00 | 271 | $0.00 | 1.4M |
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 |