The Charles Schwab Corporation

WBAG:SCHW Stock Report

Market Cap: €140.3b

Charles Schwab Ownership

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

Recent Insider Transactions

WBAG:SCHW Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
30 May 25Sell€219,948Jonathan BeattyIndividual2,850€77.17
27 May 25Sell€671,777Paula SneedIndividual8,647€77.69
22 May 25Sell€788,182Peter MorganIndividual10,176€77.45
22 May 25Sell€2,682,248Charles SchwabIndividual34,585€77.56
21 May 25Sell€429,473Charles RuffelIndividual5,556€77.30
19 May 25Sell€15,139,753Walter BettingerIndividual191,523€79.05
16 May 25Sell€1,434,034Carolyn Schwab-PomerantzIndividual18,010€79.63
12 May 25Sell€9,215,347Charles SchwabIndividual120,000€76.79
09 May 25Sell€1,145,171Richard WursterIndividual15,345€74.63
01 May 25Sell€243,226Paul WoolwayIndividual3,380€71.96
28 Apr 25Sell€2,627,735Charles SchwabIndividual37,585€69.91
01 Apr 25Sell€242,200Paul WoolwayIndividual3,380€72.15
27 Feb 25Sell€4,228,355Charles SchwabIndividual55,598€76.05
21 Feb 25Sell€9,717,337Charles SchwabIndividual124,000€78.80
19 Feb 25Sell€10,224,812Charles SchwabIndividual129,865€78.76
13 Feb 25Sell€9,722,825Charles SchwabIndividual125,000€78.13
22 Nov 24Sell€994,681Nigel MurtaghIndividual12,739€78.08
13 Nov 24Sell€222,953Charles RuffelIndividual2,998€74.37
21 Oct 24Sell€1,127,901Charles SchwabIndividual17,225€65.48
17 Oct 24Sell€1,385,633Carolyn Schwab-PomerantzIndividual20,800€66.62
21 Aug 24Buy€4,159,961The Toronto-Dominion BankCompany61,055€68.13
21 Aug 24Sell€6,560,669The Toronto-Dominion BankCompany95,986€68.35
15 Aug 24Sell€730,145Carolyn Schwab-PomerantzIndividual12,320€59.29
17 Jul 24Buy€567,405Richard WursterIndividual10,000€56.74
17 Jul 24Buy€1,514,869Walter BettingerIndividual25,000€60.59

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 Government1,766,4500.0972%
Individual Insiders23,246,7781.28%
Private Companies79,227,9904.36%
General Public174,273,1309.59%
Institutions1,537,126,68584.6%

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

Top Shareholders

Top 25 shareholders own 52.98% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.17%
The Vanguard Group, Inc.
148,395,252€11.5b15.4%0.18%
6.76%
BlackRock, Inc.
122,737,033€9.5b17.2%0.16%
4.88%
Dodge & Cox
88,750,655€6.9b-0.69%2.5%
4.52%
T. Rowe Price Group, Inc.
82,048,984€6.3b12.3%0.65%
3.96%
State Street Global Advisors, Inc.
71,933,290€5.6b13.4%0.23%
2.64%
Charles & Helen Schwab Living Trust
48,005,506€3.7b2.82%no data
2.4%
JP Morgan Asset Management
43,605,425€3.4b10.2%0.4%
2%
Geode Capital Management, LLC
36,342,807€2.8b17.6%0.21%
1.53%
FMR LLC
27,723,143€2.1b292%0.14%
1.52%
Harris Associates L.P.
27,612,443€2.1b-0.28%3.03%
1.26%
UBS Asset Management AG
22,974,571€1.8b35.8%0.17%
1.16%
Fisher Asset Management, LLC
21,165,163€1.6b3.47%0.76%
1.13%
Massachusetts Financial Services Company
20,527,113€1.6b-6.68%0.39%
1.13%
Citadel Advisors LLC
20,502,737€1.6b880%1.81%
0.98%
Charles Schwab
17,857,911€1.4b-68.8%no data
0.98%
Artisan Partners Limited Partnership
17,749,859€1.4b-2.14%1.18%
0.98%
Viking Global Investors LP
17,716,717€1.4b20.9%4.67%
0.96%
Northern Trust Global Investments
17,440,301€1.3b10.8%0.21%
0.96%
Norges Bank Investment Management
17,423,916€1.3b0%0.11%
0.94%
AllianceBernstein L.P.
17,115,759€1.3b16%0.46%
0.85%
Wellington Management Group LLP
15,488,777€1.2b596%0.22%
0.85%
Hos Mbs Investments Lp
15,458,979€1.2b0%no data
0.84%
HOS CSP Investments LP
15,272,277€1.2b0%no data
0.79%
Franklin Resources, Inc.
14,410,989€1.1b49.4%0.42%
0.79%
Generation Investment Management LLP
14,327,559€1.1b6.18%6.65%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/06/02 13:27
End of Day Share Price 2025/06/02 00:00
Earnings2025/03/31
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 43 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