Charles Schwab
Integrates retail brokerage, banking, wealth management, and custody for independent advisers.
$110.05
After-hours close−0.09 (−0.09%)
At close$110.15(+1.94%)
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Breakdown13F · Form 4
Institutions 96.62%1.68B sharesInsiders 3.30%57.38M sharesOther 0.08%1.38M shares
Shares outstanding 1.74B · Float 1.64B · 94.2% free float
Institutions13F, as of Jun 30, 2026
2,401 holders · 1.68B shares · 175 new positions · 1,061 increased · 966 reduced · 197 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 134.41M | 7.73% | +1.26M | Aug 7, 2026 |
| Vanguard Capital Management LLC | 107.33M | 6.17% | −1.02M | Aug 13, 2026 |
| Dodge & Cox | 76.97M | 4.43% | +1.97M | Aug 13, 2026 |
| State Street Corp | 73.17M | 4.21% | +410.5K | Aug 7, 2026 |
| JPMorgan Chase & Co | 49.17M | 2.83% | −24.68M | Aug 12, 2026 |
| FMR LLC | 44.27M | 2.55% | +8.58M | Aug 13, 2026 |
| Price T Rowe Associates Inc /MD/ | 43.29M | 2.49% | −5.35M | Aug 14, 2026 |
| Geode Capital Management, LLC | 37.29M | 2.14% | −1.40M | Aug 12, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Vanguard Capital Management | 7.18% | 124.96M | 13G | Apr 29, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Charles R. Schwab | director, officer: Co-Chairman | 53.55M | 3.08% | Aug 28, 2026 |
| Carolyn Schwab-Pomerantz | director | 1.33M | 0.08% | Aug 27, 2026 |
| Walter W. Bettinger | director, officer: Co-Chairman | 691.4K | 0.04% | Aug 26, 2026 |
| Christopher V. Dodds | director | 455.1K | 0.03% | May 27, 2026 |
| Todd M. Ricketts | director | 379.8K | 0.02% | May 29, 2025 |
| Richard A. Wurster | director, officer: President & CEO | 218.4K | 0.01% | May 28, 2026 |
| Frank C. Herringer | director | 189.8K | 0.01% | May 27, 2026 |
| Paula A. Sneed | director | 101.4K | 0.01% | Aug 10, 2026 |
| Stephen A. Ellis | director | 95.0K | 0.01% | Jun 25, 2026 |
| Nigel J. Murtagh | officer: Chief Risk Officer | 58.0K | 0.00% | Aug 10, 2026 |
1 ten-percent owner holds 97.3K shares by Form 4, outside the officers-and-directors figure above · 37 people have not refiled in the last 18 months (10.32M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 26, 2026 | Carolyn Schwab-Pomerantzdirector | Sale | 9,175 | $109.25 | 1,323,162 |
| Aug 24, 2026 | Charles R. Schwabdirector, officer: Co-Chairman | Sale | 117,000 | $113.20 | 53,558,741 |
| Aug 24, 2026 | Walter W. Bettingerdirector, officer: Co-Chairman | Sale | 176,210 | $113.49 | 610,360 |
| Aug 17, 2026 | Jonathan S. Beattyofficer: MD, Head of Advisor Services | Sale | 1,000 | $111.33 | 10,738 |
| Aug 14, 2026 | Jonathan M. Craigofficer: MD, Head of Retail Investing | Sale | 21,866 | $111.03 | 0 |
| Aug 13, 2026 | Dennis Howardofficer: MD, Chief Tech, OPS & Data Off | Sale | 2,198 | $110.00 | 6,980 |
| Aug 12, 2026 | Charles R. Schwabdirector, officer: Co-Chairman | Sale | 46,410 | $108.18 | 30,021,463 |
| Aug 11, 2026 | Charles R. Schwabdirector, officer: Co-Chairman | Sale | 46,445 | $107.78 | 30,067,873 |
| Aug 10, 2026 | Nigel J. Murtaghofficer: Chief Risk Officer | Sale | 24,778 | $109.01 | 57,972 |
| Aug 6, 2026 | Nigel J. Murtaghofficer: Chief Risk Officer | Sale | 1,897 | $109.00 | 57,972 |
CongressHouse and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Sen. Alan Armstrong | Purchase | $1,001 – $15,000 | Joint | Mar 27, 2026 | Jul 21, 2026 ↗ |
| Rep. Ro Khanna · CA17 | Purchase | $1,001 – $15,000 | Jun 2, 2026 | Jul 8, 2026 ↗ | |
| Rep. Ro Khanna · CA17 | Purchase | $1,001 – $15,000 | May 1, 2026 | Jun 11, 2026 ↗ | |
| Rep. Ro Khanna · CA17 | Purchase | $1,001 – $15,000 | Spouse | Apr 13, 2026 | May 13, 2026 ↗ |
| Rep. Gilbert Cisneros · CA31 | Sale | $1,001 – $15,000 | Mar 27, 2026 | Apr 8, 2026 ↗ |