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Charles Schwab (SCHW)
NYSE:SCHW
Charles Schwab (SCHW) Ownership Overview
5.73% Insiders
22.88% Mutual Funds
23.80% Other Institutional Investors
14.92% ETFs
32.67% Public Companies and Individual Investors
The ownership structure of Charles Schwab (SCHW) stock is a mix of institutional, retail, and individual investors. Approximately 61.59% of the company’s stock is owned by Institutional Investors, 5.73% is owned by Insiders, and 32.67% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
Date | Name | Activity | Value |
|---|---|---|---|
| Feb 19, 2025 | Charles Schwab Co Chairman,director | xxxxxxxxxxxxx | $10640451 |
| Feb 14, 2025 | Charles Schwab Co Chairman,director | xxxxxxxxxxxxx | $24969462 |
| Feb 14, 2025 | Walter Bettinger Co Chairman,director | xxxxxxxxxxxxx | $38056985 |
| Jan 27, 2025 | Arun Sarin Director | xxxxxxxxxxxxx | $699397 |
Recent Hedge Fund Trading Activity
Date | Firm | Activity | Value |
|---|---|---|---|
| Dec 31, 2024 | xxxxxxxxxxxxx | $9621 | |
| Dec 31, 2024 | xxxxxxxxxxxxx | $44702 | |
| Dec 31, 2024 | xxxxxxxxxxxxx | $615319 | |
| Dec 31, 2024 | xxxxxxxxxxxxx | $678671 |
Top Shareholders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 113,373,390 | Institution | 6.25% | 9,247,867,422 | |
| 101,604,888 | Institution | 5.60% | 8,287,910,714 | |
| 98,474,071 | Insider | 5.43% | 8,032,529,971 | |
| 89,369,528 | Institution | 4.93% | 7,289,872,399 | |
| 69,397,535 | Institution | 3.83% | 5,660,756,930 | |
| 57,880,976 | Institution | 3.19% | 4,721,351,212 | |
| 57,414,607 | Institution | 3.17% | 4,683,309,493 | |
| 24,362,587 | Institution | 1.34% | 1,987,256,222 | |
| 20,455,266 | Institution | 1.13% | 1,668,536,048 | |
| 16,550,941 | Institution | 0.91% | 1,350,060,257 |
Top Mutual Fund Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 101,604,888 | Institution | 5.60% | 8,287,910,714 | |
| 69,397,535 | Institution | 3.83% | 5,660,756,930 | |
| 24,362,587 | Institution | 1.34% | 1,987,256,222 | |
| 16,550,941 | Institution | 0.91% | 1,350,060,257 | |
| 14,200,020 | Institution | 0.78% | 1,158,295,631 | |
| 10,361,847 | Institution | 0.57% | 845,215,860 | |
| 8,848,161 | Institution | 0.49% | 721,744,493 | |
| 7,194,145 | Institution | 0.40% | 586,826,408 | |
| 6,653,812 | Institution | 0.37% | 542,751,445 | |
| 5,908,806 | Institution | 0.33% | 481,981,305 |
Top ETF Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 47,423,518 | Institution | 2.62% | 3,509,814,567 | |
| 40,484,717 | Institution | 2.23% | 2,996,273,905 | |
| 20,883,228 | Institution | 1.15% | 1,703,444,908 | |
| 20,883,228 | Institution | 1.15% | 1,703,444,908 | |
| 19,990,902 | Institution | 1.10% | 1,606,069,067 | |
| 12,887,875 | Institution | 0.71% | 953,831,629 | |
| 12,640,750 | Institution | 0.70% | 1,031,105,978 | |
| 3,844,359 | Institution | 0.21% | 308,855,802 | |
| 3,844,359 | Institution | 0.21% | 308,855,802 | |
| 3,608,586 | Institution | 0.20% | 289,913,799 |
FAQ
Who Owns Charles Schwab (SCHW)?
According to the latest TipRanks data, approximately 23.80% of the company's stock is held by institutional investors, 5.73% is held by insiders, and 32.67% is held by retail investors.
What percentage of Charles Schwab (SCHW) stock is held by institutional investors?
According to the latest TipRanks data, approximately 23.80% of Charles Schwab (SCHW) stock is held by institutional investors.
What percentage of Charles Schwab (SCHW) stock is held by retail investors?
According to the latest TipRanks data, approximately 32.67% of Charles Schwab (SCHW) stock is held by retail investors.
Who owns the most shares of Charles Schwab (SCHW)?
Vanguard owns the most shares of Charles Schwab (SCHW).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.