The Charles Schwab Corporation
The Charles Schwab Corporation (SCHW) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · SCHW · as of Sep 30, 2025
Ownership Breakdown
2,264
Institutional Holders
▲ 21 vs Q2
$139.05B
Total Inst. Value
▲ $1.78B vs Q2
1.74B
Shares Outstanding
freeFloat 94.16%
1.46B
13F Shares Held
▼ 50.42M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
SCHW largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC security brokers, dealers & flotation companies | 151.59M | 8.34% | 8.34% | $14.47T | Nov 7, 2025 | ▲ 403.1K |
BLACKROCK, INC. security brokers, dealers & flotation companies | 132.28M | 7.28% | 7.28% | $12.63T | Nov 12, 2025 | ▲ 4.07M |
DODGE & COX security brokers, dealers & flotation companies | 83.04M | 4.57% | 4.57% | $7.93T | Nov 13, 2025 | ▼ 1.31M |
STATE STREET CORP security brokers, dealers & flotation companies | 73.16M | 4.03% | 4.03% | $6.98T | Nov 14, 2025 | ▲ 691.7K |
JPMORGAN CHASE & CO security brokers, dealers & flotation companies | 60.59M | 3.33% | 3.33% | $5.78T | Nov 26, 2025 | ▼ 10.02M |
PRICE T ROWE ASSOCIATES INC /MD/ security brokers, dealers & flotation companies | 57.44M | 3.16% | 3.16% | $5.48T | Nov 14, 2025 | ▼ 17.39M |
GEODE CAPITAL MANAGEMENT, LLC security brokers, dealers & flotation companies | 37.57M | 2.07% | 2.07% | $3.57T | Nov 12, 2025 | ▲ 188.2K |
FMR LLC security brokers, dealers & flotation companies | 31.53M | 1.74% | 1.74% | $3.01T | Nov 13, 2025 | ▼ 3.05M |
FRANKLIN RESOURCES INC security brokers, dealers & flotation companies | 30.11M | 1.66% | 1.66% | $2.87T | Nov 13, 2025 | ▲ 70.4K |
MORGAN STANLEY security brokers, dealers & flotation companies | 24.73M | 1.36% | 1.36% | $2.36T | May 27, 2026 | ▲ 637.3K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
25
Increased
+25.12M shares0
New Positions
first time holders25
Decreased
−57.98M shares0
Sold Out
fully exitedNet shares change (top 50)
32.86M
+25.12M / −57.98M
Net new holders
+0
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
SCHW insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
31
Buy transactions
27
Sell transactions
1.15
Buy/Sell ratio
$1M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Verdeschi Michael D CFO | Jun 3, 2026 | Tax Withhold | 6,519 | $87.42 | $569.9K | 47.4K | Form 4 ↗ |
ADAMS JOHN K JR director | May 26, 2026 | Award | 1,602 | — | — | 50.7K | Form 4 ↗ |
ADAMS JOHN K JR director | May 26, 2026 | Award | 3,977 | $89.40 | $355.5K | 4.0K | Form 4 ↗ |
Ruffel Charles A. director | May 26, 2026 | Award | 1,602 | — | — | 11.4K | Form 4 ↗ |
Ruffel Charles A. director | May 26, 2026 | Award | 3,977 | $89.40 | $355.5K | 4.0K | Form 4 ↗ |
Schwab-Pomerantz Carolyn director | May 26, 2026 | Award | 1,602 | — | — | 11.2K | Form 4 ↗ |
Schwab-Pomerantz Carolyn director | May 26, 2026 | Award | 3,977 | $89.40 | $355.5K | 4.0K | Form 4 ↗ |
Dea Joan director | May 26, 2026 | Award | 1,602 | — | — | 28.4K | Form 4 ↗ |
Dea Joan director | May 26, 2026 | Award | 3,977 | $89.40 | $355.5K | 4.0K | Form 4 ↗ |
Wurster Richard A President & CEO | May 28, 2026 | Purchase | 21,959 | $84.23 | $1.85M | 218.4K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
The Charles Schwab Corporation (SCHW) is primarily owned by institutional investors, who hold approximately 83.8% of total shares outstanding. Company insiders own approximately 5.84%, while retail and public investors account for the remaining 10.38%.
The largest institutional shareholder of The Charles Schwab Corporation is VANGUARD GROUP INC, holding approximately 151.59 million shares — equal to 8.34% of outstanding shares — as of September 30, 2025.
A total of 2,264 institutional investors currently hold SCHW stock, with a combined institutional value of approximately $139.05 billion as of the most recent 13F filing period.
Frequently asked questions
SCHW ownershipThe Charles Schwab Corporation (SCHW) is primarily owned by institutional investors, who hold approximately 83.8% of shares. The largest shareholder is VANGUARD GROUP INC with a 8.34% stake. Company insiders hold 5.84%. Data sourced from SEC Form 13F as of September 30, 2025.