The Charles Schwab Corporation

NYSE:SCHW Stock Report

Market Cap: US$171.2b

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
27 Aug 25SellUS$26,441,415Charles SchwabIndividual273,000US$97.04
27 Aug 25SellUS$320,305Jonathan BeattyIndividual3,296US$97.18
25 Aug 25SellUS$1,300,803Carolyn Schwab-PomerantzIndividual13,542US$96.06
08 Aug 25SellUS$15,069,691Charles SchwabIndividual155,874US$96.84
01 Aug 25SellUS$316,043Paul WoolwayIndividual3,290US$96.06
29 Jul 25SellUS$2,032,852Richard WursterIndividual20,500US$99.16
29 Jul 25SellUS$17,186,391Walter BettingerIndividual173,876US$98.84
02 Jun 25SellUS$288,452Paul WoolwayIndividual3,290US$87.68
30 May 25SellUS$249,572Jonathan BeattyIndividual2,850US$87.57
27 May 25SellUS$761,479Paula SneedIndividual8,647US$88.06
22 May 25SellUS$889,295Peter MorganIndividual10,176US$87.39
22 May 25SellUS$3,026,343Charles SchwabIndividual34,585US$87.50
21 May 25SellUS$486,986Charles RuffelIndividual5,556US$87.65
19 May 25SellUS$17,045,432Walter BettingerIndividual191,523US$89.00
16 May 25SellUS$1,598,165Carolyn Schwab-PomerantzIndividual18,010US$88.74
12 May 25SellUS$10,247,244Charles SchwabIndividual120,000US$85.39
09 May 25SellUS$1,290,188Richard WursterIndividual15,345US$84.08
01 May 25SellUS$274,274Paul WoolwayIndividual3,380US$81.15
28 Apr 25SellUS$2,989,800Charles SchwabIndividual37,585US$79.55
01 Apr 25SellUS$261,725Paul WoolwayIndividual3,380US$77.96
27 Feb 25SellUS$4,399,953Charles SchwabIndividual55,598US$79.14
21 Feb 25SellUS$10,156,080Charles SchwabIndividual124,000US$82.36
19 Feb 25SellUS$10,640,870Charles SchwabIndividual129,865US$81.96
13 Feb 25SellUS$10,154,387Charles SchwabIndividual125,000US$81.60
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

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
Public Companies1,329,3500.0732%
State or Government1,845,6090.102%
Individual Insiders21,747,0191.2%
Private Companies79,996,3704.41%
General Public185,596,86710.2%
Institutions1,524,704,08584%

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

Top Shareholders

Top 25 shareholders own 53.41% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.33%
The Vanguard Group, Inc.
151,182,081US$14.3b1.88%0.17%
7.06%
BlackRock, Inc.
128,112,444US$12.1b4.38%0.16%
4.65%
Dodge & Cox
84,357,885US$8.0b-4.95%2.21%
4.12%
T. Rowe Price Group, Inc.
74,835,769US$7.1b-8.79%0.57%
3.99%
State Street Global Advisors, Inc.
72,464,619US$6.8b0.74%0.22%
3.25%
JP Morgan Asset Management
58,950,753US$5.6b35.2%0.5%
2.69%
Charles & Helen Schwab Living Trust
48,773,886US$4.6b1.6%no data
2.06%
Geode Capital Management, LLC
37,381,183US$3.5b2.86%0.2%
1.69%
FMR LLC
30,683,517US$2.9b10.7%0.15%
1.29%
UBS Asset Management AG
23,397,501US$2.2b1.84%0.16%
1.27%
Harris Associates L.P.
22,969,673US$2.2b-16.8%2.55%
1.18%
Fisher Asset Management, LLC
21,376,690US$2.0b1%0.73%
1.14%
Norges Bank Investment Management
20,713,047US$2.0b18.9%0.13%
1.05%
PRIMECAP Management Company
19,034,806US$1.8b35.9%1.23%
1.01%
Massachusetts Financial Services Company
18,405,261US$1.7b-10.3%0.36%
1%
Artisan Partners Limited Partnership
18,176,812US$1.7b2.41%1.17%
0.94%
Northern Trust Global Investments
17,107,674US$1.6b-1.91%0.2%
0.92%
Charles Schwab
16,620,157US$1.6b-6.93%no data
0.87%
Viking Global Investors LP
15,773,225US$1.5b-11%4.06%
0.85%
Hos Mbs Investments Lp
15,458,979US$1.5b0%no data
0.85%
AllianceBernstein L.P.
15,374,233US$1.5b-10.2%0.4%
0.84%
HOS CSP Investments LP
15,272,277US$1.4b0%no data
0.83%
Franklin Resources, Inc.
15,031,445US$1.4b4.31%0.42%
0.78%
Putnam LLC
14,106,583US$1.3b2.23%1.0%
0.76%
Generation Investment Management LLP
13,885,456US$1.3b-3.09%7.23%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/09/22 18:32
End of Day Share Price 2025/09/19 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

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.

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 Github.

Analyst Sources

The Charles Schwab Corporation is covered by 45 analysts. 16 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