The Charles Schwab Corporation (SCHW) Shareholders & Insider Trades
Charles Schwab shareholders at a glance
The largest holder of Charles Schwab stock is Vanguard Capital Management LLC, with 107.3 million shares (6.21% of the company), worth about $11.79 billion as of September 25, 2026. The 10 largest holders together own 38.3%.
In Q2 2026, 2,432 institutional holdings reports listed 1.68 billion shares worth $137.00 billion, up 19.1% in shares from Q1 2026.
Insiders reported 154 transactions in the last two years: 81 sales worth $393.20 million and 1 purchase. The newest one on file is from September 1, 2026 (Hathi Neesha, Officer).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through September 1, 2026.
The Charles Schwab Corporation
Shareholders Summary
2026Q2
Ownership by Type
Geographic Distribution
Largest Charles Schwab shareholders
| Holder | Shares | % of company | Value |
|---|---|---|---|
| Vanguard Capital Management LLC | 107.3 million | 6.21% | $11.8B |
| BlackRock Advisors LLC | 100.5 million | 5.81% | $11.0B |
| Chuck Schwab5.449 % | 94.2 million | 5.45% | $10.3B |
| Dodge & Cox | 77.0 million | 4.45% | $8.5B |
| State Street Corporation | 73.2 million | 4.23% | $8.0B |
| JPMorgan Investment Management, Inc. | 49.2 million | 2.84% | $5.4B |
| Fidelity Management & Research Co. LLC | 44.1 million | 2.55% | $4.8B |
| T. Rowe Price International Ltd. | 43.3 million | 2.50% | $4.8B |
| Geode Capital Management LLC | 37.3 million | 2.16% | $4.1B |
| Fiduciary Trust Company International | 35.7 million | 2.06% | $3.9B |
As of September 25, 2026.
Charles Schwab institutional holdings by quarter
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 2,432 | 1.68 billion | $137.0B |
| Q1 2026 | 2,447 | 1.41 billion | $133.0B |
| Q4 2025 | 2,450 | 1.46 billion | $146.0B |
| Q3 2025 | 2,318 | 1.52 billion | $145.0B |
| Q2 2025 | 2,285 | 1.52 billion | $138.0B |
| Q1 2025 | 2,151 | 1.52 billion | $120.0B |
| Q4 2024 | 2,116 | 1.51 billion | $112.0B |
| Q3 2024 | 1,979 | 1.54 billion | $99.6B |
Shares and value held by institutions that file quarterly holdings reports (options not included).
Charles Schwab insider trades
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| Hathi Neesha | Sep 1, 2026 | Officer | Conversion of Exercise of derivative security at price 52.05 per share. | $165,363 |
| Hathi Neesha | Sep 1, 2026 | Officer | Sale at price 109.04 per share. | $346,428 |
| Bettinger Walter W Ii | Aug 28, 2026 | Chairman of the Board | Conversion of Exercise of derivative security at price 46.81 per share. | $3.5M |
| Hathi Neesha | Aug 28, 2026 | Officer | Sale at price 108.12 per share. | $343,497 |
| Bettinger Walter W Ii | Aug 28, 2026 | Chairman of the Board | Sale at price 110.91 per share. | $8.3M |
| Schwab Charles R Jr. | Aug 27, 2026 | Chairman of the Board | Stock Gift at price 0.00 per share. | – |
| Schwab-Pomerantz Carolyn | Aug 26, 2026 | Director | Sale at price 109.25 per share. | $1.0M |
| Bettinger Walter W Ii | Aug 24, 2026 | Chairman of the Board | Conversion of Exercise of derivative security at price 46.81 per share. | $8.2M |
| Bettinger Walter W Ii | Aug 24, 2026 | Chairman of the Board | Sale at price 113.49 per share. | $20.0M |
| Schwab Charles R Jr. | Aug 24, 2026 | Chairman of the Board | Sale at price 113.20 per share. | $13.2M |
| Schwab Charles R Jr. | Aug 18, 2026 | Chairman of the Board | Stock Gift at price 0.00 per share. | – |
| Beatty Jonathan S | Aug 17, 2026 | Officer | Sale at price 111.33 per share. | $111,330 |
Newest 12 of 154 insider transactions in the last two years.
Questions and answers
Who owns the most Charles Schwab stock?
Vanguard Capital Management LLC, with 6.21% of the company (as of September 25, 2026). Next: BlackRock Advisors LLC (5.81%) and Chuck Schwab5.449 % (5.45%).
How many institutions own Charles Schwab stock?
2,432 institutional holdings reports listed Charles Schwab shares in Q2 2026, 1.68 billion shares in all worth $137.00 billion.
Are Charles Schwab insiders buying or selling the stock?
In the last two years insiders reported 81 sales and 1 purchase (154 transactions in all); the newest on file is from September 1, 2026.
