77/100B91.300
USD
-0.44
(-0.48%)
Market Open
Last updated: · Delayed 15 min
Fair value126.85Plus-28%76Price 91.30176
Q4 FY2026 · Earnings report
EPS estimate 1.72Revenue estimate 7.40B
Q4 FY2026 · Earnings report
EPS estimate 1.72Revenue estimate 7.40B
Who owns Charles Schwab Corp (The)?What is institutional ownership? Institutional ownership is the share of a company's stock held by funds, banks and other investment managers, as they report it each quarter on Form 13F.
Institutions own 83.1% of Charles Schwab Corp (The)'s shares, through 2,417 funds, banks and other managers that report their holdings to the SEC; individual investors and others hold the rest. The largest on 30 June 2026 were BlackRock, Inc. (7.7%), Vanguard Capital Management LLC (6.2%), Dodge & Cox (4.4%).
- Institutions ownWhat is institutional ownership? Institutional ownership is the share of a company's stock held by funds, banks and other investment managers, as they report it each quarter on Form 13F.
- 83.1%
- Institutional holders
- 2,417
- The 10 largest hold
- 36.2%
- Free floatWhat is free float? Free float is the part of a company's shares that anyone can buy and sell: all its shares minus those held by insiders, founders and owners of over 5%.
- 94.3%
- Holdings as of
- 30 Jun 2026
Who owns the shares
10 largest holders 36.2% Other institutions 46.8% Individuals and others 16.9%
Shares free to trade
Free float 1.63B shares ·94.3% Closely held 98.98M shares ·5.7%
Closely held shares belong to insiders, founders and owners of more than 5%, and seldom change hands. The free float is the rest: the shares anyone can buy and sell.
The largest shareholders
| # | Holder | Shares | Of the company | Value | Change last quarter (shares) |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 134,414,949 | 7.75% | 12.40B USD | +1,258,393 |
| 2 | Vanguard Capital Management LLC | 107,329,957 | 6.19% | 9.90B USD | -1,024,038 |
| 3 | Dodge & Cox | 76,968,323 | 4.44% | 7.10B USD | +1,965,442 |
| 4 | State Street Corp | 73,174,188 | 4.19% | 6.75B USD | +410,506 |
| 5 | JPMorgan Chase & Co | 49,165,186 | 2.83% | 4.45B USD | -24,682,956 |
| 6 | FMR LLC | 44,265,455 | 2.55% | 4.08B USD | +8,577,286 |
| 7 | Price T Rowe Associates Inc | 43,292,139 | 2.50% | 3.99B USD | -5,345,090 |
| 8 | Geode Capital Management, LLC | 37,293,274 | 2.15% | 3.43B USD | -1,398,992 |
| 9 | Franklin Templeton Inc | 36,476,735 | 2.10% | 3.37B USD | +4,651,113 |
| 10 | Vanguard Portfolio Management LLC | 26,889,062 | 1.55% | 2.48B USD | +316,992 |
| 11 | Primecap Management Co | 25,120,895 | 1.45% | 2.32B USD | +1,678,980 |
| 12 | Harris Associates L P | 24,201,471 | 1.39% | 2.23B USD | +2,388,995 |
| 13 | Morgan Stanley | 22,793,553 | 1.31% | 2.10B USD | +759,611 |
| 14 | Norges Bank | 22,658,390 | 1.31% | 2.09B USD | New position |
| 15 | Fisher Asset Management, LLC | 21,952,062 | 1.27% | 2.03B USD | -266,029 |
| 16 | Artisan Partners Limited Partnership | 18,930,716 | 1.09% | 1.75B USD | +1,479,668 |
| 17 | Bank Of America Corp | 15,993,144 | 0.92% | 1.48B USD | +370,114 |
| 18 | Northern Trust Corp | 15,952,492 | 0.92% | 1.47B USD | -408,284 |
| 19 | Massachusetts Financial Services Co | 13,356,306 | 0.77% | 2.13B USD | -1,165,581 |
| 20 | Invesco Ltd. | 13,090,710 | 0.75% | 1.21B USD | -3,866,270 |
| 21 | Goldman Sachs Group Inc | 12,649,537 | 0.73% | 1.17B USD | +1,274,826 |
| 22 | Ameriprise Financial Inc | 12,530,896 | 0.72% | 1.16B USD | +3,757,133 |
| 23 | UBS AM | 11,843,766 | 0.68% | 1.09B USD | -31,907 |
| 24 | Bamco Inc | 11,655,694 | 0.67% | 1.08B USD | +4,191,378 |
| 25 | Alliancebernstein L.P. | 11,226,699 | 0.65% | 1.06B USD | -1,302,810 |
All institutions last quarter
- Bought or added
- 1,247 · 175 new
- Sold or cut
- 1,163 · 190 sold out
- Net shares bought
- +38.86M · 3.59B USD
- Institutional ownership
- 80.8% → 83.1%
Biggest buyers last quarter
- Norges BankNew position
- Sixth Street Partners Management Company, L.P.New position
- FMR LLC+8,577,286
- Wellington Management Group LLP+7,537,489
- Arrowstreet Capital, Limited Partnership+4,680,363
Biggest sellers last quarter
- JPMorgan Chase & Co-24,682,956
- Bank Of New York Mellon Corp-5,672,785
- Price T Rowe Associates Inc-5,345,090
- Viking Global Investors LP-4,026,085
- Invesco Ltd.-3,866,270
From the holders' 13F filings with the SEC for the quarter to 30 Jun 2026, filed up to 45 days after it; the buyers and sellers are among the 100 largest holders.
Common questions about Charles Schwab Corp (The)'s shareholders
Source: Financial Modeling Prep