The Charles Schwab Corporation (SCHW) Ownership
SCHW ownership summary
as of October 18, 2026- Institutions
- 85.6% of shares outstanding
- Insiders
- 6.21% of shares outstanding
- Shares outstanding
- 1.73B
- Float
- 1.62B shares available to trade
- Short interest
- 1.18% 19.2M shares short
- Days to cover
- 2.28 short interest down 10.1% vs prior month
- Institutions 85.63%
- Insiders 6.21%
- Other investors 8.16%
SCHW top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 7.77% | 134.4M | $12.36B | +1.3M (+0.9%) | June 30, 2026 |
| 2 | Vanguard Capital Management, LLC | 6.21% | 107.3M | $9.87B | −1.0M (−0.9%) | June 30, 2026 |
| 3 | Dodge & Cox | 4.45% | 77.0M | $7.08B | +2.0M (+2.6%) | June 30, 2026 |
| 4 | State Street Corp | 4.23% | 73.2M | $6.73B | +410,506 (+0.6%) | June 30, 2026 |
| 5 | JPMorgan Chase & Co | 2.84% | 49.2M | $4.52B | −24.7M (−33.4%) | June 30, 2026 |
| 6 | FMR Inc | 2.56% | 44.3M | $4.07B | +8.6M (+24.0%) | June 30, 2026 |
| 7 | T. Rowe Price Associates, Inc. | 2.50% | 43.3M | $3.98B | −5.3M (−11.0%) | June 30, 2026 |
| 8 | Geode Capital Management, LLC | 2.16% | 37.3M | $3.43B | −1.4M (−3.6%) | June 30, 2026 |
| 9 | Franklin Templeton Inc | 2.11% | 36.5M | $3.35B | +4.7M (+14.6%) | June 30, 2026 |
| 10 | Vanguard Portfolio Management, LLC | 1.55% | 26.9M | $2.47B | +316,992 (+1.2%) | June 30, 2026 |
| 11 | PRIMECAP Management Company | 1.45% | 25.1M | $2.31B | +1.7M (+7.2%) | June 30, 2026 |
| 12 | Harris Associates L.P. | 1.40% | 24.2M | $2.23B | +2.4M (+11.0%) | June 30, 2026 |
| 13 | Morgan Stanley - Brokerage Accounts | 1.32% | 22.8M | $2.10B | +759,611 (+3.4%) | June 30, 2026 |
| 14 | NORGES BANK | 1.31% | 22.7M | $2.08B | +2.7M (+13.5%) | June 30, 2026 |
| 15 | Fisher Asset Management, LLC | 1.27% | 22.0M | $2.02B | −266,029 (−1.2%) | June 30, 2026 |
| 16 | Artisan Partners Limited Partnership | 1.09% | 18.9M | $1.74B | +1.5M (+8.5%) | June 30, 2026 |
| 17 | Bank of America Corp | 0.92% | 16.0M | $1.47B | +370,114 (+2.4%) | June 30, 2026 |
| 18 | Northern Trust Corp | 0.92% | 16.0M | $1.47B | −408,284 (−2.5%) | June 30, 2026 |
| 19 | Massachusetts Financial Services Company | 0.77% | 13.4M | $1.23B | −1.2M (−8.0%) | June 30, 2026 |
| 20 | Amvescap Plc. | 0.76% | 13.1M | $1.20B | −3.9M (−22.8%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 12 holders added 26.6M shares and 8 cut 38.2M.
SCHW top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 3.04% | 52.5M | $4.83B | −101,566 (−0.2%) | August 31, 2026 |
| 2 | Dodge & Cox Stock I | 2.97% | 51.4M | $4.72B | — | June 30, 2026 |
| 3 | Vanguard 500 Index Investor | 2.47% | 42.7M | $3.93B | −727,973 (−1.7%) | September 30, 2026 |
| 4 | iShares Core S&P 500 ETF | 1.25% | 21.7M | $1.99B | −34,854 (−0.2%) | September 30, 2026 |
| 5 | Fidelity 500 Index | 1.23% | 21.2M | $1.95B | +81,505 (+0.4%) | August 31, 2026 |
| 6 | State Street® SPDR® S&P 500® ETF | 1.15% | 19.9M | $1.83B | — | September 30, 2026 |
| 7 | Vanguard MStar Value Index Investor | 0.90% | 15.6M | $1.44B | −141,542 (−0.9%) | September 30, 2026 |
| 8 | Vanguard PRIMECAP Inv | 0.90% | 15.5M | $1.43B | +260,898 (+1.7%) | June 30, 2026 |
| 9 | State Street®FinSelSectSPDR®ETF | 0.64% | 11.0M | $1.01B | −69,817 (−0.6%) | September 30, 2026 |
| 10 | Putnam Large Cap Value A | 0.57% | 9.9M | $911.2M | — | August 31, 2026 |
| 11 | Vanguard Institutional Index I | 0.50% | 8.6M | $790.7M | −140,485 (−1.6%) | September 30, 2026 |
| 12 | Putnam Focused Large Cap Value ETF | 0.48% | 8.4M | $768.2M | +5.8M (+231.2%) | August 31, 2026 |
| 13 | Strategic Advisers Fidelity US TtlStk | 0.48% | 8.3M | $762.8M | −2,389 (−0.0%) | August 31, 2026 |
| 14 | Baron Partners Retail | 0.43% | 7.5M | $688.9M | −840,231 (−10.1%) | September 30, 2026 |
| 15 | JPMorgan Large Cap Growth I | 0.41% | 7.1M | $649.9M | +3.3M (+86.0%) | August 31, 2026 |
| 16 | JPMorgan Equity Income I | 0.36% | 6.3M | $580.3M | −133,970 (−2.1%) | August 31, 2026 |
| 17 | Oakmark Investor | 0.35% | 6.1M | $557.1M | +295,000 (+5.1%) | June 30, 2026 |
| 18 | Vanguard Equity-Income Inv | 0.34% | 5.8M | $537.0M | +4.7M (+401.7%) | June 30, 2026 |
| 19 | FvS SICAV Multiple Opportunities F | 0.31% | 5.3M | $487.4M | — | June 30, 2026 |
| 20 | Oakmark Select Investor | 0.27% | 4.6M | $424.6M | +1.4M (+43.0%) | June 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
SCHW insider transactions
latest 20| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-15 | Paul V Woolway | Sell | $100.00 | 7,941 | $794,100 |
| 2026-04-14 | Paul V Woolway | Sell | $98.00 | 7,942 | $778,316 |
| 2026-04-14 | Nigel J Murtagh | Sell | $99.00 | 41,297 | $4.1M |
| 2026-03-30 | Ro Khanna | Sell | $92.85 | — | — |
| 2026-03-27 | Gilbert Ray Cisneros, Jr. | Sell | $92.39 | — | — |
| 2026-03-03 | Dennis Howard | Sell | $94.60 | 10,108 | $956,217 |
| 2026-03-03 | Nigel J Murtagh | Sell | $94.61 | 7,203 | $681,476 |
| 2026-03-03 | Paul V Woolway | Sell | $94.61 | 6,126 | $579,581 |
| 2026-03-02 | Paul V Woolway | Sell | $95.12 | 15,884 | $1.5M |
| 2026-02-25 | Dennis Howard | Sell | $95.02 | 27,903 | $2.7M |
| 2026-02-24 | Ro Khanna | Buy | $93.27 | — | — |
| 2026-02-06 | Christopher V Dodds | Sell | $104.55 | 11,825 | $1.2M |
| 2026-02-06 | Walter W Bettinger | Sell | $104.25 | 67,514 | $7.0M |
| 2026-02-06 | Ro Khanna | Sell | $105.15 | — | — |
| 2026-02-05 | Ro Khanna | Sell | $101.92 | — | — |
| 2026-02-04 | Walter W Bettinger | Sell | $104.25 | 94,948 | $9.9M |
| 2026-02-03 | Walter W Bettinger | Sell | $103.90 | 162,462 | $16.9M |
| 2026-02-02 | Peter J Morgan III | Sell | $104.38 | 7,595 | $792,766 |
| 2026-01-29 | Ro Khanna | Buy | $103.42 | — | — |
| 2026-01-22 | Jonathan S Beatty | Sell | $105.00 | 2,000 | $210,000 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
SCHW shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns SCHW
Institutional investors own 85.6% of Charles Schwab's shares and insiders 6.21%. The largest holder is BlackRock Inc with 7.77% of the shares (134.4M), as of June 30, 2026. Among the top 20 institutions, 12 added shares and 8 reduced their stake in the latest filings. Short interest is 1.18% of the float, or 2.28 days of average trading volume. The share count rose 34.6% since 2014.
Related: SCHW analyst forecast, SCHW key metrics, SCHW dividend history. See the SCHW stock overview for the latest quote and news.
SCHW ownership FAQ
Who owns the most Charles Schwab stock?
The largest shareholders of Charles Schwab are BlackRock Inc (7.77%), Vanguard Capital Management, LLC (6.21%), Dodge & Cox (4.45%), State Street Corp (4.23%), JPMorgan Chase & Co (2.84%).
What percentage of Charles Schwab is owned by institutions?
Institutions hold 85.6% of Charles Schwab's shares outstanding; insiders hold 6.21%.
Which funds own Charles Schwab?
The largest fund holders of Charles Schwab are Vanguard MStar Total Stk Mkt Idx Invest (3.04%), Dodge & Cox Stock I (2.97%), Vanguard 500 Index Investor (2.47%), iShares Core S&P 500 ETF (1.25%), Fidelity 500 Index (1.23%).
What is Charles Schwab's short interest?
19.2M shares of Charles Schwab were sold short, 1.18% of the float; at the average daily volume it would take 2.28 days to cover.
Are insiders buying or selling Charles Schwab?
Of the latest 20 reported insider transactions in Charles Schwab (since January 22, 2026), 2 were purchases and 18 were sales.
How many shares of Charles Schwab are outstanding?
Charles Schwab has 1.73B shares outstanding, of which 1.62B are in the public float.