Charles Schwab (WBO:SCHW) Institutional Ownership : 52.22% (As of Apr. 29, 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 52.22%.

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 0.00%.

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.

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Charles Schwab Institutional Ownership Chart

Charles Schwab Historical Data

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

	2024-06-30	2024-07-31	2024-08-31	2024-09-30	2024-10-31	2024-11-30	2024-12-31	2025-01-31	2025-02-28	2025-03-31
Institutional Ownership	65.32	48.18	48.59	49.10	48.64	48.58	47.71	48.09	51.65	52.22

Charles Schwab Institutional Ownership Calculation

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

Charles Schwab Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Capital Markets » Charles Schwab Corp (WBO:SCHW) » Definitions » Institutional Ownership

Comparable Companies

Traded in Other Exchanges

SCHWpJ.PFD:USA SCHWpD.PFD:USA SCHW:USA SCHW:Mexico 0L3I:UK SWG:Germany SWG:Germany SCHW34:Brazil

Address

3000 Schwab Way, Westlake, TX, USA, 76262

Website

https://www.aboutschwab.com

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.