Charles Schwab Corp (SCHW)
Who owns Charles Schwab Corp (SCHW)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 94.0% of the shares are freely tradable; institutional investors hold 84.5%.
Ownership Structure
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard Group Inc | 8.66 | 150,528,952 | -0.7 | 12/31/2025 |
| BlackRock Inc | 7.66 | 133,156,556 | -0.8 | 03/31/2026 |
| Vanguard Capital Management, LLC | 6.23 | 108,353,995 | +0.0 | 03/31/2026 |
| Dodge & Cox | 4.31 | 75,002,881 | -2.0 | 03/31/2026 |
| JPMorgan Chase & Co | 4.25 | 73,848,142 | +9.9 | 03/31/2026 |
| State Street Corp | 4.18 | 72,763,682 | +0.2 | 03/31/2026 |
| T. Rowe Price Associates, Inc. | 2.80 | 48,637,229 | -0.9 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 3.05 | 53,044,034 | +0.3 | 04/30/2026 |
| Dodge & Cox Stock I | 2.95 | 51,357,235 | -1.7 | 03/31/2026 |
| Vanguard 500 Index Investor | 2.49 | 43,310,938 | +1.8 | 04/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 29. Jul 2026 | Schwab Charles R. | Co-Chairman | Sell | 95,450 | 105.82 | 10,100,061 |
| 28. Jul 2026 | Schwab-Pomerantz Carolyn | Director | Other | 271 | 0.00 | – |
| 28. Jul 2026 | Schwab-Pomerantz Carolyn | Director | Sell | 22,650 | 105.71 | 2,394,399 |
| 28. Jul 2026 | Howard Dennis | MD, Chief Tech, OPS & Data Off | Sell | 28,000 | 105.01 | 2,940,263 |
| 28. Jul 2026 | Howard Dennis | MD, Chief Tech, OPS & Data Off | Other | 28,000 | 64.10 | 1,794,800 |
| 28. Jul 2026 | Schwab Charles R. | Co-Chairman | Other | 60,000 | 0.00 | – |
| 28. Jul 2026 | Schwab Charles R. | Co-Chairman | Sell | 48,000 | 105.60 | 5,068,627 |
| 28. Jul 2026 | Bettinger Walter W | Co-Chairman | Sell | 12,880 | 105.56 | 1,359,659 |
| 28. Jul 2026 | Bettinger Walter W | Co-Chairman | Sell | 38,263 | 105.18 | 4,024,686 |
| 28. Jul 2026 | Bettinger Walter W | Co-Chairman | Sell | 42,265 | 103.86 | 4,389,643 |
| 28. Jul 2026 | Bettinger Walter W | Co-Chairman | Other | 93,408 | 52.05 | 4,861,886 |
| 27. Jul 2026 | Murtagh Nigel J | Chief Risk Officer | Sell | 11,000 | 104.03 | 1,144,349 |
| 27. Jul 2026 | Murtagh Nigel J | Chief Risk Officer | Sell | 21,947 | 104.00 | 2,282,488 |
| 27. Jul 2026 | Murtagh Nigel J | Chief Risk Officer | Other | 32,947 | 46.81 | 1,542,249 |
| 27. Jul 2026 | Bettinger Walter W | Co-Chairman | Sell | 192,488 | 103.90 | 19,999,927 |
| 27. Jul 2026 | Bettinger Walter W | Co-Chairman | Other | 192,488 | 52.05 | 10,019,000 |
| 24. Jul 2026 | Schwab Charles R. | Co-Chairman | Sell | 45,500 | 101.72 | 4,628,192 |
| 23. Jul 2026 | Morgan Peter J. III | General Counsel | Sell | 6,952 | 102.03 | 709,341 |
| 21. Jul 2026 | Murtagh Nigel J | Chief Risk Officer | Sell | 4,053 | 104.14 | 422,069 |
| 21. Jul 2026 | Murtagh Nigel J | Chief Risk Officer | Other | 4,053 | 46.81 | 189,721 |
| 21. Jul 2026 | Beatty Jonathan S | MD, Head of Advisor Services | Sell | 2,000 | 104.21 | 208,411 |
| 7. Jul 2026 | Beatty Jonathan S | MD, Head of Advisor Services | Sell | 2,000 | 102.01 | 204,018 |
| 7. Jul 2026 | Craig Jonathan M. | MD, Head of Retail Investing | Sell | 21,750 | 102.01 | 2,218,722 |
| 7. Jul 2026 | Craig Jonathan M. | MD, Head of Retail Investing | Other | 21,750 | 46.81 | 1,018,118 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.
View all insider transactions →Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.