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SCHW (Charles Schwab) Institutional Ownership : 82.83% (As of Jul. 08, 2025)


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What is Charles Schwab Institutional Ownership?

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Charles Schwab's institutional ownership is 82.83%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Charles Schwab's Insider Ownership is 0.24%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Charles Schwab's Float Percentage Of Total Shares Outstanding is 93.98%.


Charles Schwab Institutional Ownership Historical Data

The historical data trend for Charles Schwab's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Charles Schwab Institutional Ownership Chart

Charles Schwab Historical Data

The historical data trend for Charles Schwab can be seen below:

2024-09-30 2024-10-31 2024-11-30 2024-12-31 2025-01-31 2025-02-28 2025-03-31 2025-04-30 2025-05-31 2025-06-30
Institutional Ownership 49.14 48.77 48.83 47.85 48.34 52.11 54.35 55.03 55.10 55.12

Charles Schwab Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.


Charles Schwab Business Description

Address
3000 Schwab Way, Westlake, TX, USA, 76262
Charles Schwab is one of the largest retail-oriented financial services companies in the US, with $10.1 trillion in client assets across its brokerage, banking, asset-management, custody, financial advisory, and wealth-management businesses at year-end 2024. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset-management segments. The firm is a dominant player in registered investment advisor custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
Executives
Paula A Sneed director THREE LAKES DRIVE, NORTHFIELD IL 60093
Morgan Peter J. Iii officer: General Counsel 211 MAIN STREET, SAN FRANCISCO CA 94105
Charles R. Schwab director, officer: Co-Chairman PO BOX 2226, PALM BEACH FL 33480
Charles A. Ruffel director 3000 SCHWAB WAY, WESTLAKE TX 76262
Jonathan M. Craig officer: Please see remarks 3000 SCHWAB WAY, WESTLAKE TX 76262
Walter W Bettinger officer: EVP/COO - Individual Investor 211 MAIN STREET, SAN FRANCISCO CA 94105
Carolyn Schwab-pomerantz director 3000 SCHWAB WAY, WESTLAKE TX 76262
Richard A Wurster officer: President 3000 SCHWAB WAY, WESTLAKE TX 76262
Nigel J Murtagh officer: MD, EVP - Corporate Risk C/O THE CHARLES SCHWAB CORPORATION, 211 MAIN STREET, SAN FRANCISCO CA 94105
Frank C Herringer director
Arun Sarin director C/O SAFEWAY INC., 5918 STONERIDGE MALL ROAD, PLEASANTON CA 94588
Christopher V Dodds officer: EVP and CFO ITG INC., ONE LIBERTY PLAZA, 165 BROADWAY, NEW YORK NY 10006
Bernard J. Clark officer: MD, Head of Adivsor Services C/O THE CHARLES SCHWAB CORPORATION, 211 MAIN STREET, SAN FRANCISCO CA 94105
Peter B. Crawford officer: CFO 211 MAIN STREET, SAN FRANCISCO CA 94105
Stephen A Ellis director C/O THE CHARLES SCHWAB CORPORATION, 211 MAIN STREET, SAN FRANCISCO CA 94105