$SCHW

$89.73 -$0.85 (0.94%) Close

$SCHW Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 1.73B shares outstanding

Who owns SCHW?

By type of holder

Institutions 83.3% Insiders 16.7% Everyone else 0.0%

Concentration Top 10 holders own 57.7%

Schwab Charles R 22.9% · BlackRock, Inc. 7.8%

Institutional ownership

83.3%

+1.7 pts vs last qtr

Institutional holders

2,311

-32 vs last qtr

Net shares bought

+28.6M

by institutions in Q2 2026

New / sold out

171 / 203

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +22.7M
FMR LLC +8.6M

Biggest sellers in Q2 2026

Jpmorgan Chase & Co −24.7M
Bank of New York Mellon Corp −5.7M

Who is planning to sell?

Notices of proposed sale, last 12 months

$364M

64 notices from 14 people

Shares covered

3.5M

0.20% of the company

Arranged in advance

15%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Schwab Charles R. Officer $196M
Bettinger Walter W Director $91.8M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+35.6%

+3.44% a year

Each share's claim on the business

−26.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$16.8B vs $2.47B

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years85% 3–5 years5% 1–3 years6% Under 1 year4%

Quarterly turnover

8.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SCHW on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	134.4M	7.77%	+1.3M (+0.9%)	≤2021	0.2%
Shares held by quarter Peak holding134.4M (Q2'26) Change over 8 quarters+30.6M Share of the company7.770% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	107.3M	6.21%	−1.0M (−0.9%)	≤2021	0.2%
Shares held by quarter Peak holding108.4M (Q1'26) Change over 8 quarters+107.3M Share of the company6.210% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

134.4M

% of company

7.77%

Change vs last qtr

+1.3M (+0.9%)

Held since

≤2021

Vanguard Capital Management LLC

107.3M

% of company

6.21%

Change vs last qtr

−1.0M (−0.9%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Charles Schwab Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SCHW on Form N-PORT; together they hold 34.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$4.84B	52.4M	3.03%	0.21%	June 30, 2026
DC Dodge & Cox Stock Fund Dodge & Cox Funds	$4.74B	51.4M	2.97%	4.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$4.84B

% of company

3.03%

% of the fund

0.21%

As of

June 30, 2026

Dodge & Cox Stock Fund

Dodge & Cox Funds

Position value

$4.74B

% of company

2.97%

% of the fund

4.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Charles Schwab Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SC Schwab Charles R Insider	395.5M	22.87%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company22.870% Schwab Charles R's insider activity →
SC Schwab-Pomerantz Carolyn Insider	1.8M	0.10%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.100% Schwab-Pomerantz Carolyn's insider activity →

Schwab Charles R

Insider

395.5M

% of company

22.87%

Change vs last qtr

—

Held since

—

Schwab-Pomerantz Carolyn

Insider

1.8M

% of company

0.10%

Change vs last qtr

—

Held since

—

22 more holders behind a free account

See every insider and 5%+ holder of Charles Schwab Corp.

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