Charles Schwab Ownership

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

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SCHW?
Owner Type	Number of Shares	Ownership Percentage
State or Government	1,558,345	0.0852%
Individual Insiders	26,417,394	1.44%
Private Companies	77,866,026	4.26%
Public Companies	186,003,027	10.2%
General Public	237,660,805	13%
Institutions	1,299,833,046	71.1%

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

Top Shareholders

Top 25 shareholders own 55% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.2%	The Toronto-Dominion Bank	186,003,027	AR$12.3t	-17.9%	no data
6.68%	The Vanguard Group, Inc.	122,207,640	AR$8.1t	1.03%	0.12%
5.52%	BlackRock, Inc.	101,023,390	AR$6.7t	1.49%	0.11%
4.69%	Dodge & Cox	85,787,053	AR$5.7t	-0.59%	1.76%
4.66%	T. Rowe Price Group, Inc.	85,194,207	AR$5.6t	17.8%	0.49%
3.37%	State Street Global Advisors, Inc.	61,661,498	AR$4.1t	0.2%	0.15%
2.55%	Charles & Helen Schwab Living Trust	46,636,931	AR$3.1t	0%	no data
1.87%	JP Morgan Asset Management	34,133,324	AR$2.3t	1.79%	0.25%
1.62%	Geode Capital Management, LLC	29,696,137	AR$2.0t	2.25%	0.14%
1.47%	Massachusetts Financial Services Company	26,967,993	AR$1.8t	-12.3%	0.37%
1.25%	Harris Associates L.P.	22,925,061	AR$1.5t	0.66%	1.75%
1.14%	Charles Schwab	20,864,119	AR$1.4t	0%	no data
1.08%	Fisher Asset Management, LLC	19,696,294	AR$1.3t	2.8%	0.55%
0.85%	Hos Mbs Investments Lp	15,458,979	AR$1.0t	0%	no data
0.84%	Union Asset Management Holding AG	15,307,758	AR$1.0t	633%	0.72%
0.83%	HOS CSP Investments LP	15,272,277	AR$1.0t	0%	no data
0.82%	AllianceBernstein L.P.	14,940,692	AR$985.6b	-11.9%	0.3%
0.81%	Norges Bank Investment Management	14,819,884	AR$977.6b	7.31%	0.08%
0.78%	Northern Trust Global Investments	14,357,879	AR$947.2b	0.51%	0.14%
0.73%	Eaton Vance Management	13,414,889	AR$885.0b	0.13%	0.21%
0.71%	Artisan Partners Limited Partnership	12,947,772	AR$854.1b	-0.35%	0.65%
0.69%	Putnam LLC	12,679,787	AR$836.5b	4.89%	0.8%
0.64%	UBS Asset Management AG	11,770,411	AR$776.5b	0.16%	0.08%
0.62%	Flossbach & Von Storch Vermoegensmanagement AG	11,400,695	AR$752.1b	-20.3%	1.89%
0.6%	Managed Account Advisors LLC	10,898,645	AR$719.0b	-6.69%	0.14%