The Charles Schwab Corporation

NYSE:SCHW Stock Report

Market Cap: US$137.4b

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
22 Nov 24SellUS$1,033,972Nigel MurtaghIndividual12,739US$81.17
13 Nov 24SellUS$235,779Charles RuffelIndividual2,998US$78.65
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

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 Government1,493,5530.0816%
Individual Insiders26,211,3421.43%
Private Companies77,866,0264.25%
Public Companies186,003,02710.2%
General Public222,920,56112.2%
Institutions1,316,061,27471.9%

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

Top Shareholders

Top 25 shareholders own 56.75% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.2%
The Toronto-Dominion Bank
186,003,027US$14.0b-17.9%no data
6.96%
The Vanguard Group, Inc.
127,390,846US$9.6b4.24%0.14%
5.67%
BlackRock, Inc.
103,777,422US$7.8b2.73%0.12%
4.89%
Dodge & Cox
89,587,838US$6.7b4.43%2.26%
4.8%
T. Rowe Price Group, Inc.
87,813,980US$6.6b3.08%0.56%
3.39%
State Street Global Advisors, Inc.
62,076,447US$4.7b0.67%0.17%
2.55%
Charles & Helen Schwab Living Trust
46,636,931US$3.5b0%no data
2.11%
JP Morgan Asset Management
38,638,212US$2.9b13.2%0.32%
1.65%
Geode Capital Management, LLC
30,141,441US$2.3b1.5%0.15%
1.57%
Massachusetts Financial Services Company
28,679,305US$2.2b6.35%0.45%
1.54%
Harris Associates L.P.
28,227,797US$2.1b23.1%2.5%
1.14%
Charles Schwab
20,779,508US$1.6b-0.41%no data
1.1%
Fisher Asset Management, LLC
20,189,558US$1.5b2.5%0.6%
0.99%
Artisan Partners Limited Partnership
18,137,875US$1.4b40.1%1.04%
0.84%
Hos Mbs Investments Lp
15,458,979US$1.2b0%no data
0.84%
AllianceBernstein L.P.
15,402,862US$1.2b3.09%0.34%
0.83%
HOS CSP Investments LP
15,272,277US$1.1b0%no data
0.81%
Norges Bank Investment Management
14,819,884US$1.1b0%0.09%
0.77%
Putnam LLC
14,161,256US$1.1b11.7%0.99%
0.76%
Northern Trust Global Investments
13,875,631US$1.0b-3.36%0.15%
0.75%
UBS Asset Management AG
13,637,801US$1.0b15.9%0.1%
0.71%
Eaton Vance Management
12,946,174US$971.6m-3.49%0.22%
0.67%
Generation Investment Management LLP
12,179,766US$914.1m42.1%4.0%
0.63%
Flossbach & Von Storch Vermoegensmanagement AG
11,550,761US$866.9m1.32%2.18%
0.63%
Invesco Ltd.
11,499,874US$863.1m10.1%0.23%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/27 22:52
End of Day Share Price 2024/12/27 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

The Charles Schwab Corporation is covered by 46 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Stephen BiggarArgus Research Company
Roger FreemanBarclays
Benjamin BudishBarclays