SCHW
Charles Schwab Corp
104.60$
-0.5%
vs. previous close
Closing price · As of: Sep 17, 2026
Ownership
Ownership Structure
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%.
Institutional ownership
?Share of the stock held by institutional investors (funds, banks, insurers) according to regulatory filings.
84.5%
Insiders
?Share of the stock held by the executives, founders and major shareholders of the company itself.
6.2%
Float
?Share of stock freely tradable on the market — not locked up in the hands of founders, insiders, or major shareholders.
94.0%
Short % of float
?Shares sold short as a percentage of the freely tradable float — high values signal many bets on falling prices.
0.0%
Shares Outstanding
?Total number of shares issued. Price times share count gives market cap.
1,729Mio.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 7.70 | 133,156,556 | -0.8 | 03/31/2026 |
| Vanguard Capital Management, LLC | 6.27 | 108,353,995 | +0.0 | 03/31/2026 |
| Dodge & Cox | 4.45 | 76,968,323 | +2.6 | 06/30/2026 |
| JPMorgan Chase & Co | 4.27 | 73,848,142 | +9.9 | 03/31/2026 |
| State Street Corp | 4.21 | 72,763,682 | +0.2 | 03/31/2026 |
| T. Rowe Price Associates, Inc. | 2.81 | 48,637,229 | -0.9 | 03/31/2026 |
| Geode Capital Management, LLC | 2.24 | 38,692,266 | +2.7 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 3.04 | 52,607,083 | +0.3 | 07/31/2026 |
| Dodge & Cox Stock I | 2.97 | 51,357,235 | +0.0 | 06/30/2026 |
| Vanguard 500 Index Investor | 2.48 | 42,902,373 | +1.1 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Schwab Charles R. | Co-Chairman | 83,570,904 | 8,741,516,558 $ | Aug 12, 2026 | indirect |
| Schwab-Pomerantz Carolyn | Director | 1,323,162 | 138,402,710 $ | Aug 26, 2026 | indirect |
| Bettinger Walter W | Co-Chairman | 610,360 | 63,843,656 $ | Aug 28, 2026 | indirect |
| Sneed Paula A | Director | 91,711 | 9,592,987 $ | Aug 7, 2026 | indirect |
| Murtagh Nigel J | Chief Risk Officer | 57,972 | 6,063,922 $ | Aug 10, 2026 | direct |
| Beatty Jonathan S | MD, Head of Advisor Services | 10,738 | 1,123,195 $ | Aug 17, 2026 | indirect |
| Howard Dennis | MD, Chief Tech, OPS & Data Off | 6,980 | 730,108 $ | Aug 13, 2026 | direct |
| Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | 5,770 | 603,542 $ | Sep 1, 2026 | both |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | Sell | 3,177 | 109.04 | 346,428 |
| Sep 1, 2026 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | Other | 3,177 | 52.05 | 165,363 |
| Aug 28, 2026 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | Sell | 3,177 | 108.12 | 343,498 |
| Aug 28, 2026 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | Other | 3,177 | 52.05 | 165,363 |
| Aug 28, 2026 | Bettinger Walter W | Co-Chairman | Sell | 74,388 | 110.91 | 8,250,648 |
| Aug 28, 2026 | Bettinger Walter W | Co-Chairman | Other | 74,388 | 46.81 | 3,482,102 |
| Aug 27, 2026 | Schwab Charles R. | Co-Chairman | Other | 9,300 | 0.00 | – |
| Aug 26, 2026 | Schwab-Pomerantz Carolyn | Director | Sell | 9,175 | 109.25 | 1,002,397 |
| Aug 24, 2026 | Bettinger Walter W | Co-Chairman | Sell | 176,210 | 113.49 | 19,997,368 |
| Aug 24, 2026 | Bettinger Walter W | Co-Chairman | Other | 176,210 | 46.81 | 8,248,390 |
| Aug 24, 2026 | Schwab Charles R. | Co-Chairman | Sell | 117,000 | 113.20 | 13,244,412 |
| Aug 18, 2026 | Schwab Charles R. | Co-Chairman | Other | 54,550 | 0.00 | – |
| Aug 17, 2026 | Schwab Charles R. | Co-Chairman | Other | 45,500 | 0.00 | – |
| Aug 17, 2026 | Beatty Jonathan S | MD, Head of Advisor Services | Sell | 1,000 | 111.33 | 111,330 |
| Aug 14, 2026 | Craig Jonathan M. | MD, Head of Retail Investing | Sell | 21,866 | 111.03 | 2,427,688 |
| Aug 14, 2026 | Craig Jonathan M. | MD, Head of Retail Investing | Other | 21,866 | 46.81 | 1,023,547 |
| Aug 13, 2026 | Howard Dennis | MD, Chief Tech, OPS & Data Off | Sell | 2,198 | 110.00 | 241,780 |
| Aug 12, 2026 | Schwab Charles R. | Co-Chairman | Sell | 46,410 | 108.18 | 5,020,448 |
| Aug 11, 2026 | Schwab Charles R. | Co-Chairman | Sell | 46,445 | 107.78 | 5,005,717 |
| Aug 10, 2026 | Murtagh Nigel J | Chief Risk Officer | Sell | 24,778 | 109.01 | 2,701,015 |
| Aug 10, 2026 | Murtagh Nigel J | Chief Risk Officer | Other | 24,778 | 46.81 | 1,159,858 |
| Aug 7, 2026 | Sneed Paula A | Director | Sell | 5,263 | 107.15 | 563,954 |
| Aug 6, 2026 | Murtagh Nigel J | Chief Risk Officer | Sell | 1,897 | 109.00 | 206,776 |
| Aug 6, 2026 | Murtagh Nigel J | Chief Risk Officer | Other | 1,897 | 46.81 | 88,799 |
| Aug 6, 2026 | Schwab Charles R. | Co-Chairman | Other | 37,200 | 0.00 | – |
| Aug 5, 2026 | Schwab-Pomerantz Carolyn | Director | Sell | 18,561 | 107.70 | 1,999,016 |
| Aug 5, 2026 | Craig Jonathan M. | MD, Head of Retail Investing | Sell | 21,750 | 107.02 | 2,327,752 |
| Aug 5, 2026 | Craig Jonathan M. | MD, Head of Retail Investing | Other | 21,750 | 46.81 | 1,018,118 |
| Aug 4, 2026 | Schwab-Pomerantz Carolyn | Director | Sell | 22,640 | 106.36 | 2,408,036 |
| Aug 4, 2026 | Schwab Charles R. | Co-Chairman | Sell | 47,650 | 106.08 | 5,054,569 |
| Aug 3, 2026 | Schwab Charles R. | Co-Chairman | Sell | 95,250 | 105.52 | 10,050,418 |
| Aug 1, 2026 | Howard Dennis | MD, Chief Tech, OPS & Data Off | Other | 1,292 | 104.87 | 135,489 |
| Jul 29, 2026 | Schwab Charles R. | Co-Chairman | Sell | 95,450 | 105.82 | 10,100,061 |
| Jul 28, 2026 | Schwab-Pomerantz Carolyn | Director | Other | 271 | 0.00 | – |
| Jul 28, 2026 | Schwab-Pomerantz Carolyn | Director | Sell | 22,650 | 105.71 | 2,394,399 |
| Jul 28, 2026 | Howard Dennis | MD, Chief Tech, OPS & Data Off | Sell | 28,000 | 105.01 | 2,940,263 |
| Jul 28, 2026 | Howard Dennis | MD, Chief Tech, OPS & Data Off | Other | 28,000 | 64.10 | 1,794,800 |
| Jul 28, 2026 | Schwab Charles R. | Co-Chairman | Other | 60,000 | 0.00 | – |
| Jul 28, 2026 | Schwab Charles R. | Co-Chairman | Sell | 48,000 | 105.60 | 5,068,627 |
| Jul 28, 2026 | Bettinger Walter W | Co-Chairman | Sell | 12,880 | 105.56 | 1,359,659 |
| Jul 28, 2026 | Bettinger Walter W | Co-Chairman | Sell | 38,263 | 105.18 | 4,024,686 |
| Jul 28, 2026 | Bettinger Walter W | Co-Chairman | Sell | 42,265 | 103.86 | 4,389,643 |
| Jul 28, 2026 | Bettinger Walter W | Co-Chairman | Other | 93,408 | 52.05 | 4,861,886 |
| Jul 27, 2026 | Murtagh Nigel J | Chief Risk Officer | Sell | 11,000 | 104.03 | 1,144,349 |
| Jul 27, 2026 | Murtagh Nigel J | Chief Risk Officer | Sell | 21,947 | 104.00 | 2,282,488 |
| Jul 27, 2026 | Murtagh Nigel J | Chief Risk Officer | Other | 32,947 | 46.81 | 1,542,249 |
| Jul 27, 2026 | Bettinger Walter W | Co-Chairman | Sell | 192,488 | 103.90 | 19,999,927 |
| Jul 27, 2026 | Bettinger Walter W | Co-Chairman | Other | 192,488 | 52.05 | 10,019,000 |
| Jul 24, 2026 | Schwab Charles R. | Co-Chairman | Sell | 45,500 | 101.72 | 4,628,192 |
| Jul 23, 2026 | Morgan Peter J. III | General Counsel | Sell | 6,952 | 102.03 | 709,341 |
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: September 17, 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.