Who Owns Charles Schwab Stock?
NYSE: SCHWFinanceInvestment Bankers/Brokers/ServiceUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 85.56%
- Held by insiders
- 6.21%
- Institutional holders
- 2,967
- Institutions 85.6%
- Insiders 6.2%
- Public and other 8.2%
Who owns Charles Schwab stock?
Institutional investors own about 85.6% of Charles Schwab's shares, spread across 2,967 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 6.21% of SCHW.
The largest institutional holders are Blackrock Inc. (7.77%), Vanguard Capital Management LLC (6.21%) and Dodge & Cox Inc. (4.45%). Together, the top 10 institutions control 36.4% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their SCHW positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SCHW
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 134.41M | 7.77% | +0.9% |
| Vanguard Capital Management LLC | 107.33M | 6.21% | -0.9% |
| Dodge & Cox Inc. | 76.97M | 4.45% | +2.6% |
| State Street Corporation | 73.17M | 4.23% | +0.6% |
| JPMORGAN CHASE & CO | 49.17M | 2.84% | -33.4% |
| FMR, LLC | 44.27M | 2.56% | +24.0% |
| Price (T.Rowe) Associates Inc | 43.29M | 2.50% | -11.0% |
| Geode Capital Management, LLC | 37.29M | 2.16% | -3.6% |
| Franklin Resources, Inc. | 36.48M | 2.11% | +14.6% |
| Vanguard Portfolio Management LLC | 26.89M | 1.55% | +1.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SCHW
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 52.45M | 3.03% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | 51.36M | 2.97% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 42.35M | 2.45% |
| iShares Trust-iShares Core S&P 500 ETF | 21.77M | 1.26% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 21.22M | 1.23% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | 20.00M | 1.16% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | 15.73M | 0.91% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | 15.52M | 0.90% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | 10.96M | 0.63% |
| PUTNAM LARGE CAP VALUE FUND | 9.91M | 0.57% |
Frequently asked questions
Who is the largest shareholder of Charles Schwab?
Blackrock Inc. is the largest institutional shareholder of SCHW, owning 7.77% of shares outstanding (134.41M shares) as of its latest 13F filing.
What percentage of Charles Schwab is owned by institutions?
Institutions own about 85.6% of SCHW shares and 91.2% of the public float.
How much of Charles Schwab do insiders own?
Insiders, such as officers and directors, own about 6.21% of SCHW shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.