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
Date	Value	Name	Entity	Shares	Max Price
28 May 24	Sell€3,181,350	Bernard Clark	Individual	48,761	€66.09
15 May 24	Sell€8,795,613	Charles Schwab	Individual	123,425	€71.84
09 May 24	Sell€1,859,383	Carolyn Schwab-Pomerantz	Individual	26,315	€70.66
06 May 24	Sell€9,305,965	Charles Schwab	Individual	132,015	€70.91
06 May 24	Sell€929,618	Carolyn Schwab-Pomerantz	Individual	13,113	€70.89
29 Apr 24	Sell€8,372,102	Charles Schwab	Individual	119,811	€69.96
22 Apr 24	Sell€6,258,299	Charles Schwab	Individual	89,275	€70.10
16 Apr 24	Sell€1,666,476	Peter Morgan	Individual	24,520	€67.96
16 Apr 24	Sell€408,553	Peter Crawford	Individual	6,114	€66.82
16 Apr 24	Sell€681,188	Nigel Murtagh	Individual	10,000	€68.12
16 Apr 24	Sell€473,349	Mark Goldfarb	Individual	7,100	€67.26
28 Feb 24	Sell€333,580	Peter Crawford	Individual	5,500	€60.65
23 Feb 24	Sell€6,992,706	Charles Schwab	Individual	117,000	€59.82
15 Feb 24	Sell€481,559	Peter Crawford	Individual	8,000	€60.19
24 Jan 24	Sell€961,583	Charles Schwab	Individual	16,390	€58.67
22 Jan 24	Sell€236,898	Peter Crawford	Individual	4,000	€59.22
30 Nov 23	Sell€398,737	Peter Morgan	Individual	7,162	€55.67
30 Nov 23	Sell€685,941	Carolyn Schwab-Pomerantz	Individual	12,208	€56.19
03 Nov 23	Sell€162,927	Peter Crawford	Individual	3,114	€52.32
24 Oct 23	Sell€326,514	Paula Sneed	Individual	6,918	€47.20
29 Aug 23	Sell€439,771	Peter Morgan	Individual	8,000	€54.97
17 Aug 23	Buy€46,370	Charles Ruffel	Individual	833	€55.67
26 Jul 23	Sell€4,556,881	Charles Schwab	Individual	75,760	€60.15

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 Type	Number of Shares	Ownership Percentage
State or Government	1,514,681	0.0829%
Individual Insiders	26,218,083	1.43%
Private Companies	77,952,416	4.26%
General Public	194,136,271	10.6%
Public Companies	226,597,348	12.4%
Institutions	1,301,756,200	71.2%

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

Top Shareholders

Top 25 shareholders own 56.53% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.4%	The Toronto-Dominion Bank	226,597,348	€15.3b	-0.03%	no data
6.62%	The Vanguard Group, Inc.	120,963,133	€8.2b	0.87%	0.14%
5.44%	BlackRock, Inc.	99,536,627	€6.7b	4.58%	0.12%
4.72%	Dodge & Cox	86,297,094	€5.8b	-0.14%	1.77%
3.96%	T. Rowe Price Group, Inc.	72,306,560	€4.9b	4.25%	0.47%
3.37%	State Street Global Advisors, Inc.	61,539,248	€4.2b	0.29%	0.18%
2.55%	Charles & Helen Schwab Living Trust	46,636,931	€3.2b	0%	no data
1.83%	JP Morgan Asset Management	33,533,152	€2.3b	-7.08%	0.29%
1.68%	Massachusetts Financial Services Company	30,753,371	€2.1b	-0.78%	0.47%
1.59%	Geode Capital Management, LLC	29,043,523	€2.0b	3.18%	0.16%
1.25%	Harris Associates L.P.	22,773,650	€1.5b	19.4%	1.89%
1.14%	Charles Schwab	20,864,119	€1.4b	-22.7%	no data
1.05%	Fisher Asset Management, LLC	19,159,739	€1.3b	2.88%	0.61%
0.93%	AllianceBernstein L.P.	16,950,794	€1.1b	-9.7%	0.38%
0.85%	Hos Mbs Investments Lp	15,458,979	€1.0b	0%	no data
0.84%	HOS CSP Investments LP	15,272,277	€1.0b	0%	no data
0.78%	Flossbach & Von Storch Vermoegensmanagement AG	14,295,917	€965.7m	-17.2%	2.77%
0.78%	Northern Trust Global Investments	14,285,130	€965.0m	-5.58%	0.16%
0.76%	Norges Bank Investment Management	13,810,931	€932.9m	0%	0.08%
0.73%	Eaton Vance Management	13,396,849	€905.0m	1.68%	0.25%
0.71%	Artisan Partners Limited Partnership	12,992,898	€877.7m	42.1%	0.76%
0.66%	Putnam LLC	12,088,696	€816.6m	-1.22%	0.93%
0.64%	UBS Asset Management AG	11,751,345	€793.8m	19.5%	0.1%
0.64%	Managed Account Advisors LLC	11,679,718	€789.0m	5.01%	0.18%
0.63%	Invesco Ltd.	11,436,784	€772.5m	-6.69%	0.22%