The Charles Schwab Corporation

NYSE:SCHW Stock Report

Market Cap: US$146.8b

Charles Schwab Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:SCHW Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
21 Oct 24SellUS$1,221,333Charles SchwabIndividual17,225US$70.90
17 Oct 24SellUS$1,500,414Carolyn Schwab-PomerantzIndividual20,800US$72.14
21 Aug 24BuyUS$4,630,411The Toronto-Dominion BankCompany61,055US$75.84
21 Aug 24SellUS$7,302,615The Toronto-Dominion BankCompany95,986US$76.08
15 Aug 24SellUS$802,005Carolyn Schwab-PomerantzIndividual12,320US$65.13
17 Jul 24BuyUS$620,454Richard WursterIndividual10,000US$62.05
17 Jul 24BuyUS$1,656,500Walter BettingerIndividual25,000US$66.26
28 May 24SellUS$3,460,245Bernard ClarkIndividual48,761US$71.88
15 May 24SellUS$9,559,410Charles SchwabIndividual123,425US$78.08
09 May 24SellUS$2,003,429Carolyn Schwab-PomerantzIndividual26,315US$76.13
06 May 24SellUS$10,026,899Charles SchwabIndividual132,015US$76.40
06 May 24SellUS$1,001,635Carolyn Schwab-PomerantzIndividual13,113US$76.38
29 Apr 24SellUS$8,970,429Charles SchwabIndividual119,811US$74.96
22 Apr 24SellUS$6,661,308Charles SchwabIndividual89,275US$74.62
16 Apr 24SellUS$1,771,151Peter MorganIndividual24,520US$72.23
16 Apr 24SellUS$434,215Peter CrawfordIndividual6,114US$71.02
16 Apr 24SellUS$723,975Nigel MurtaghIndividual10,000US$72.40
16 Apr 24SellUS$503,081Mark GoldfarbIndividual7,100US$71.48
28 Feb 24SellUS$361,408Peter CrawfordIndividual5,500US$65.71
23 Feb 24SellUS$7,565,407Charles SchwabIndividual117,000US$64.72
15 Feb 24SellUS$518,084Peter CrawfordIndividual8,000US$64.76
24 Jan 24SellUS$1,047,932Charles SchwabIndividual16,390US$63.94
22 Jan 24SellUS$257,975Peter CrawfordIndividual4,000US$64.49
30 Nov 23SellUS$434,875Peter MorganIndividual7,162US$60.72
30 Nov 23SellUS$748,109Carolyn Schwab-PomerantzIndividual12,208US$61.28

Insider Trading Volume

Insider Buying: SCHW insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of SCHW?
Owner TypeNumber of SharesOwnership Percentage
State or Government1,558,3450.0851%
Individual Insiders26,295,8231.44%
Private Companies77,866,0264.25%
Public Companies186,003,02710.2%
General Public223,848,90312.2%
Institutions1,314,983,65971.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 55.93% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.2%
The Toronto-Dominion Bank
186,003,027US$14.9b-17.9%no data
6.68%
The Vanguard Group, Inc.
122,207,640US$9.8b1.03%0.14%
5.52%
BlackRock, Inc.
101,023,390US$8.1b1.49%0.12%
4.69%
Dodge & Cox
85,787,053US$6.9b-0.59%2.11%
4.65%
T. Rowe Price Group, Inc.
85,194,207US$6.8b17.8%0.56%
3.37%
State Street Global Advisors, Inc.
61,661,498US$4.9b0.2%0.17%
2.55%
Charles & Helen Schwab Living Trust
46,636,931US$3.7b0%no data
2.11%
JP Morgan Asset Management
38,638,212US$3.1b13.2%0.33%
1.65%
Geode Capital Management, LLC
30,141,441US$2.4b1.5%0.16%
1.57%
Massachusetts Financial Services Company
28,679,305US$2.3b6.35%0.47%
1.25%
Harris Associates L.P.
22,925,061US$1.8b0.66%2.01%
1.14%
Charles Schwab
20,779,508US$1.7b-0.41%no data
1.1%
Fisher Asset Management, LLC
20,189,558US$1.6b2.5%0.63%
0.99%
Artisan Partners Limited Partnership
18,137,875US$1.5b40.1%1.09%
0.95%
Putnam LLC
17,352,085US$1.4b36.9%1.12%
0.84%
Hos Mbs Investments Lp
15,458,979US$1.2b0%no data
0.84%
Union Asset Management Holding AG
15,307,758US$1.2b633%0.85%
0.83%
HOS CSP Investments LP
15,272,277US$1.2b0%no data
0.82%
AllianceBernstein L.P.
14,940,692US$1.2b-11.9%0.34%
0.81%
Norges Bank Investment Management
14,819,884US$1.2b7.31%0.09%
0.78%
Northern Trust Global Investments
14,357,879US$1.2b0.51%0.16%
0.73%
Eaton Vance Management
13,414,898US$1.1b0%0.24%
0.64%
UBS Asset Management AG
11,770,411US$943.9m0.16%0.09%
0.63%
Flossbach & Von Storch Vermoegensmanagement AG
11,550,761US$926.3m1.32%2.28%
0.63%
Invesco Ltd.
11,499,874US$922.2m10.1%0.23%