Charles Schwab
SCHW
90.89
+1.31
+1.46%
Charles Schwab
US · SCHW
#102 by market cap
Listed 2010
90.89
+1.31
+1.46%
Live - 5344 symbols - heartbeat 248s ago
· 2026-10-20 20:02
✦ Quant Ownership Signal how this is computed
Distributing
- The number of reporting institutions decreased by 12 in the most recent period (2026/Q3).
- Total institutional ownership fell 0.2 percentage points.
Institutional ownership
- Held by institutions
- 89.50% -0.21pp
- Institutions
- 2,625 -12
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund71.98%
Private Company6.52%
Hedge Fund3.46%
Public Company2.77%
Government Pension Fund2.09%
Sovereign Wealth Fund1.39%
Individual/Insider1.10%
Insurance Company0.51%
Family Office/Trust0.50%
Other9.68%
Top holders as of 2026-06-30
BlackRock
7.77% · 134.41M sh
Vanguard Capital Management, LLC
6.74% · 116.54M sh
Dodge & Cox
4.45% · 76.97M sh
State Street Global Advisors
4.23% · 73.17M sh
Charles & Helen Schwab Living Trust
2.88% · 49.89M sh
Other
73.92%
T. Rowe Price Group, Inc.
2.50% · 43.31M sh
J.P. Morgan Asset Management, Inc.
2.31% · 39.98M sh
Geode Capital Management, LLC
2.16% · 37.29M sh
FMR
2.13% · 36.87M sh
Vanguard Portfolio Management, LLC
1.55% · 26.89M sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 5 buys · 45 sells
| Name | Role | Stake |
|---|---|---|
| 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% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-30 | Frank Herringer | Independent Director | Other Derivative Acquisition | +445 | -- |
| 2026-09-30 | Charles Ruffel | Independent Director | Other Derivative Acquisition | +1,222 | $98.37 |
| 2026-09-30 | Stephen Ellis | Independent Director | Other Derivative Acquisition | +369 | -- |
| 2026-09-30 | Marianne Brown | Independent Director | Other Derivative Acquisition | +407 | -- |
| 2026-09-30 | Neesha Hathi | MD, Head of Wealth Advisory, Banking and Trust Services | Derivative Exercise and Sale | -5,000 | $41.98–97.80 |
| 2026-09-22 | Stephen Ellis | Independent Director | Derivative Exercise and Retained | +1,918 | $31.48 |
| 2026-08-31 | Neesha Hathi | MD, Head of Wealth Advisory, Banking and Trust Services | Derivative Exercise and Sale | -3,177 | $52.05–109.04 |
| 2026-08-27 | Walter Bettinger | Co-Chairman | Derivative Exercise and Sale | -74,388 | $46.81–110.91 |
| 2026-08-27 | Neesha Hathi | MD, Head of Wealth Advisory, Banking and Trust Services | Derivative Exercise and Sale | -3,177 | $52.05–108.12 |
| 2026-08-26 | Charles Schwab | -- | Other Disposition | -9,300 | -- |
| 2026-08-25 | Carolyn Schwab-Pomerantz | Director | Open Market Disposition | -9,175 | $109.25 |
| 2026-08-23 | Walter Bettinger | Co-Chairman | Derivative Exercise and Sale | -176,210 | $46.81–113.49 |
| 2026-08-23 | Charles Schwab | -- | Open Market Disposition | -117,000 | $113.20 |
| 2026-08-17 | Charles Schwab | -- | Other Disposition | -100,050 | -- |
| 2026-08-16 | Jonathan Beatty | MD & Head of Schwab Advisor Services | Open Market Disposition | -1,000 | $111.33 |
| 2026-08-13 | Charles Schwab | -- | Intent to Sell (Form 144) | -91,325 | $109.25 |
| 2026-08-13 | Charles Schwab | -- | Intent to Sell (Form 144) | -90,500 | $111.00 |
| 2026-08-13 | Jonathan Craig | MD, Head of Investor Service & Head of Retail Investing | Derivative Exercise and Sale | -21,866 | $46.81–111.03 |
| 2026-08-12 | Dennis Howard | MD and Chief Technology, Operations & Data Officer | Automatic Disposition | -2,198 | $110.00 |
| 2026-08-11 | Charles Schwab | -- | Intent to Sell (Form 144) | -46,410 | $108.16 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-20 20:02:21 · For reference only, not investment advice and not tailored to your situation.
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