Share ownership Charles Schwab

SCHW

US8085131055

Investment Banking & Brokerage Services

Market Closed - Nyse Other stock markets 21:00:02 18/05/2026 BST			5-day change	1st Jan Change
92.39 ^USD	+1.66%		+5.19%	-7.53%

08:27am	Schwab Charles Insider Sold Shares Worth $2,541,008, According to a Recent SEC Filing	MT
05-18	Autonomous Adjusts Price Target on Charles Schwab to $108 From $114, Maintains Neutral Rating	MT

Share class: Charles Schwab

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	600,000	0	0	78.63 %
Stock B	0	4,884	0	0
Stock C	0	750,000	0	0
Stock D	1	2,075,203,562	1,631,832,155 ( 78.63 %)	336,068,055 ( 16.19 %)

Major shareholders: Charles Schwab

Name	Equities	%	Valuation
Vanguard Capital Management LLC 7.189 %	124,955,967	7.189 %	11 451 M $
Vanguard Capital Management LLC 6.234 %	108,353,995	6.234 %	9 930 M $
BlackRock Advisors LLC 5.726 %	99,530,179	5.726 %	9 121 M $
Chuck Schwab 5.484 %	95,323,231	5.484 %	8 735 M $
Dodge & Cox 4.315 %	75,002,881	4.315 %	6 873 M $
JPMorgan Investment Management, Inc. 4.249 %	73,848,142	4.249 %	6 767 M $
STATE STREET CORPORATION 4.186 %	72,763,682	4.186 %	6 668 M $
T. Rowe Price International Ltd. 2.798 %	48,637,229	2.798 %	4 457 M $
Geode Capital Management LLC 2.226 %	38,692,266	2.226 %	3 546 M $
Fidelity Management & Research Co. LLC 2.046 %	35,567,515	2.046 %	3 259 M $
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Name	Equities	%	Valuation
Curasset Capital Management LLC -	500,000	-	496 800 $
Quaestio Capital Management SGR SpA -	191,658	-	190 431 $
Ayalon Mutual Funds Ltd. -	100,000	-	99 360 $
Goldman Sachs Asset Management International -	75,000	-	74 520 $
TCW Investment Management Co. LLC -	60,000	-	59 616 $

Name	Equities	%	Valuation
PIMCO Europe Ltd. 0.244 %	6,100,000	0.244 %	6 M $
PMG Investment Solutions AG 0.14 %	3,500,000	0.14 %	3 M $
Western Asset Management Co. Ltd. 0.0256 %	640,000	0.0256 %	593 536 $
Sanlam Multi Manager International (Pty) Ltd. 0.00664 %	166,000	0.00664 %	153 948 $

Name	Equities	%	Valuation
Smith Capital Investors LLC -	10,656,000	-	11 M $
Christian Brothers Investment Services, Inc. -	2,560,000	-	3 M $
Franklin Templeton Investment Management Ltd. (Germany) -	2,175,000	-	2 M $
Franklin Templeton Investments (ME) Ltd. -	1,170,000	-	1 M $
Flaherty & Crumrine, Inc. -	1,150,000	-	1 M $
Goldman Sachs Asset Management International -	1,140,000	-	1 M $
Cavanal Hill Investment Management, Inc. -	800,000	-	798 720 $
Jackson National Asset Management LLC -	242,000	-	241 613 $
National Investment Services of America LLC -	25,000	-	24 960 $

Name	Equities	%	Valuation
PIMCO Europe Ltd. -	4,675,000	-	5 M $
Goldman Sachs Asset Management International -	2,815,000	-	3 M $
Jackson National Asset Management LLC -	33,000	-	32 300 $
Quaestio Capital Management SGR SpA -	14,782	-	14 469 $

Name	Equities	%	Valuation
Mengis Capital Management, Inc. 0.0568 %	17,053	0.0568 %	425 302 $
Estabrook Capital Management LLC 0.0377 %	11,300	0.0377 %	281 822 $
Capital Investment Trust Corp. 0.0267 %	8,002	0.0267 %	199 570 $
Archer Investment Corp. 0.002 %	600	0.002 %	14 964 $
First Command Advisory Services, Inc. 0.001153 %	346	0.001153 %	8 629 $
ORG Partners LLC 0.0001 %	30	0.0001 %	748 $
Ascentis Independent Advisors LLC 0.0001 %	30	0.0001 %	748 $

Name	Equities	%	Valuation
First Command Advisory Services, Inc. 0.002604 %	625	0.002604 %	11 456 $

Breakdown by shareholder type

Institutional	77.11%
Other	10.21%
Individuals	5.76%
State Street Corp.	4.19%
Sumitomo Mitsui Trust Group, Inc.	0.2%
Governments	0.14%
SEI Investments Co.	0.11%
Manulife Financial Corp.	0.1%
Danske Bank A/S	0.1%
Markel Group, Inc.	0.08%
The Toronto-Dominion Bank	0.08%
Swedbank AB	0.05%
The Bank of Nova Scotia	0.03%
Fifth Third Bancorp	0.03%
Associated Banc-Corp	0.03%
Regal Partners Ltd.	0.02%
Zurich Insurance Group AG	0.02%
Banco Bilbao Vizcaya Argentaria SA	0.02%
Peapack-Gladstone Financial Corp.	0.01%
Pinnacle Financial Partners, Inc.	0.01%
Kinsale Capital Group, Inc.	0.01%
Münchener Rückversicherungs-Gesellschaft AG	0.01%
Hancock Whitney Corp.	0.01%
The Allstate Corp.	0.01%
Rathbones Group Plc	0.01%
Univest Financial Corp.	0.01%
Unknown	1.64%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	73.55%
United Kingdom	9.7%
Individuals	5.76%
Canada	2.37%
Norway	1.27%
Germany	0.91%
France	0.75%
Japan	0.64%
Australia	0.49%
Sweden	0.48%
Switzerland	0.47%
Denmark	0.41%
South Korea	0.33%
Hong Kong	0.22%
Luxembourg	0.19%
Netherlands	0.18%
Belgium	0.16%
Ireland	0.12%
United Arab Emirates	0.07%
Finland	0.07%
Italy	0.06%
Czech Republic	0.03%
New Zealand	0.03%
Spain	0.03%
South Africa	0.02%
Singapore	0.02%
Israel	0.01%
China	0.01%
India	0.01%

Based on 1000 largest holdings

The Charles Schwab Corporation specializes in brokerage and banking services. Net sales break down by activity as follows: - brokerage and banking services to individual investors (79.4%). The group also offers retirement plans services; - investment services to institutional investors and independent financial advisers (20.6%). At the end of 2023, the products and services are ensured through a network of over 380 offices located in the United States. Moreover, The Charles Schwab Corporation is present in the United Kingdom, Porto Rico, Hong Kong and Singapore.

Employees

33,500

Sector

Investment Banking & Brokerage Services

More about the company