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 Mar 31, 2025
Ownership Breakdown
2,121
Institutional Holders
▲ 45 vs Q4
$119.62B
Total Inst. Value
▲ $8.97B vs Q4
1.74B
Shares Outstanding
freeFloat 94.16%
1.52B
13F Shares Held
▲ 26.04M vs Q4
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
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC security brokers, dealers & flotation companies | 148.40M | 8.17% | 8.17% | $11.62T | May 9, 2025 | ▲ 19.82M |
BLACKROCK, INC. security brokers, dealers & flotation companies | 122.86M | 6.76% | 6.76% | $9.62T | May 2, 2025 | ▲ 18.01M |
DODGE & COX security brokers, dealers & flotation companies | 88.75M | 4.88% | 4.88% | $6.95T | May 14, 2025 | ▼ 618.9K |
PRICE T ROWE ASSOCIATES INC /MD/ security brokers, dealers & flotation companies | 82.05M | 4.52% | 4.52% | $6.42T | May 14, 2025 | ▲ 8.95M |
STATE STREET CORP security brokers, dealers & flotation companies | 71.93M | 3.96% | 3.96% | $5.63T | May 15, 2025 | ▲ 8.49M |
JPMORGAN CHASE & CO security brokers, dealers & flotation companies | 54.16M | 2.98% | 2.98% | $4.24T | May 12, 2025 | ▲ 5.10M |
GEODE CAPITAL MANAGEMENT, LLC security brokers, dealers & flotation companies | 36.34M | 2.00% | 2.00% | $2.84T | May 13, 2025 | ▲ 5.44M |
FMR LLC security brokers, dealers & flotation companies | 31.98M | 1.76% | 1.76% | $2.50T | May 12, 2025 | ▲ 22.28M |
FRANKLIN RESOURCES INC security brokers, dealers & flotation companies | 29.22M | 1.61% | 1.61% | $2.29T | May 13, 2025 | ▲ 5.01M |
HARRIS ASSOCIATES L P security brokers, dealers & flotation companies | 27.61M | 1.52% | 1.52% | $2.16T | May 15, 2025 | ▼ 76.9K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
38
Increased
+182.73M shares1
New Positions
first time holders11
Decreased
−4.78M shares0
Sold Out
fully exitedNet shares change (top 50)
+177.95M
+182.73M / −4.78M
Net new holders
+28
1 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 87.5% of total shares outstanding. Company insiders own approximately 5.84%, while retail and public investors account for the remaining 6.70%.
The largest institutional shareholder of The Charles Schwab Corporation is VANGUARD GROUP INC, holding approximately 148.40 million shares — equal to 8.17% of outstanding shares — as of March 31, 2025.
A total of 2,121 institutional investors currently hold SCHW stock, with a combined institutional value of approximately $119.62 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 87.5% of shares. The largest shareholder is VANGUARD GROUP INC with a 8.17% stake. Company insiders hold 5.84%. Data sourced from SEC Form 13F as of March 31, 2025.