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Charles Schwab

US · SCHW #80 by market cap Listed 2010 Quant Rating C 65
109.29 -1.09 -0.99%
Live - 104 symbols - heartbeat 366s ago · 2026-09-04 20:02
Pre-market 109.58 -0.72%
After-hours 109.36 +0.06%
Overnight 109.82 -0.51%
Market cap
189.00B
P/B
4.30
EPS
4.65

Quant Ownership Signal how this is computed

Distributing
  • The number of reporting institutions decreased by 14 in the most recent period (2026/Q3).
  • Total institutional ownership fell 0.2 percentage points.

Institutional ownership

Held by institutions
89.21% -0.22pp
Institutions
2,630 -14
As of
2026/Q3 vs. prior period

Holder types

Mutual Fund71.82%
Private Company6.52%
Hedge Fund3.46%
Public Company2.77%
Government Pension Fund2.09%
Sovereign Wealth Fund1.39%
Individual/Insider1.10%
Family Office/Trust0.51%
Insurance Company0.34%
Other10.01%

Top holders

HolderStake
BlackRock7.77%
Vanguard Capital Management, LLC6.74%
Dodge & Cox4.45%
State Street Global Advisors4.23%
Charles & Helen Schwab Living Trust2.88%
Other73.92%

Insiders

28 filings tracked · 11 buys · 15 sells

NameRoleStake
Charles Schwab -- 0.80%
Carolyn Schwab-Pomerantz Director 0.10%
Todd Ricketts Independent Director 0.05%
Walter Bettinger CEO & Co-Chairman 0.04%
Christopher Dodds Independent Director 0.03%
Joseph Martinetto MD & COO 0.02%
Frank Herringer Independent Director 0.01%
Richard Wurster President 0.01%
Stephen Ellis Independent Director 0.01%
Paula Sneed Independent Director 0.01%

Quote time 2026-09-04 20:02:35

For reference only, not investment advice.