The Charles Schwab Corporation (SCHW) Institutional Ownership & Insider Trading

2,305 institutions reported holding The Charles Schwab Corporation shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 96 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

SCHWThe Charles Schwab CorporationFollow SCHW — free

Capital Markets · Financials

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Market cap: 156.6B
P/E TTM: 16.5
Dividend yield: 1.3%
52-week: —
Next earnings: 19 Jan, in 87 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

2,305 institutions held 83.4% of the shares. Across filers that reported both quarters, shares held changed +0.8%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	2,305	1442	+0.8%	699	112	807	129
Mar 26	2,297	1410	-1.8%	781	130	695	116
Dec 25	2,258	1448	-5.8%	720	119	671	67
Sep 25	2,119	1514	+1.7%	705	116	601	86
Jun 25	2,100	1501	-0.7%	666	187	618	71
Mar 25	1,974	1491	+0.6%	698	153	547	99
Dec 24	1,925	1499	-1.8%	537	120	616	78
Sep 24	1,804	1462	-3.6%	578	91	625	135

The Charles Schwab Corporation — questions

Who owns The Charles Schwab Corporation stock?: 2,305 institutions reported The Charles Schwab Corporation shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (7.8%), VANGUARD CAPITAL MANAGEMENT LLC (6.2%), Dodge & Cox (4.5%).
Are The Charles Schwab Corporation insiders buying or selling?: 96 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from The Charles Schwab Corporation's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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