Charles Schwab Ownership

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

Recent Insider Transactions

DB:SWG Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
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: SWG insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of SWG?
Owner Type	Number of Shares	Ownership Percentage
State or Government	1,616,549	0.0885%
Individual Insiders	57,324,733	3.14%
Private Companies	78,137,699	4.28%
General Public	174,708,283	9.56%
Public Companies	226,597,348	12.4%
Institutions	1,288,566,679	70.5%

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

Top Shareholders

Top 25 shareholders own 57.89% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.4%	The Toronto-Dominion Bank	226,597,348	€16.0b	-0.03%	no data
6.56%	The Vanguard Group, Inc.	119,920,310	€8.5b	-2.58%	0.15%
5.21%	BlackRock, Inc.	95,180,345	€6.7b	0%	0.13%
4.73%	Dodge & Cox	86,421,986	€6.1b	10.5%	2.94%
3.8%	T. Rowe Price Group, Inc.	69,360,233	€4.9b	33.4%	0.49%
3.36%	State Street Global Advisors, Inc.	61,360,309	€4.3b	4.9%	0.19%
2.84%	Charles Schwab	51,925,430	€3.7b	138%	no data
2.55%	Charles & Helen Schwab Living Trust	46,636,931	€3.3b	0.36%	no data
1.98%	JP Morgan Asset Management	36,088,117	€2.5b	19%	0.35%
1.7%	Massachusetts Financial Services Company	30,994,967	€2.2b	4.09%	0.5%
1.54%	Geode Capital Management, LLC	28,147,111	€2.0b	2.06%	0.18%
1.04%	Harris Associates L.P.	19,075,806	€1.3b	2.01%	1.66%
1.03%	AllianceBernstein L.P.	18,771,187	€1.3b	-0.38%	0.46%
1.02%	Fisher Asset Management, LLC	18,623,505	€1.3b	1.59%	0.68%
0.95%	Flossbach & Von Storch Vermoegensmanagement AG	17,271,428	€1.2b	-2.6%	3.52%
0.85%	Hos Mbs Investments Lp	15,458,979	€1.1b	0%	no data
0.84%	HOS CSP Investments LP	15,272,277	€1.1b	0%	no data
0.83%	Northern Trust Global Investments	15,129,143	€1.1b	-2.71%	0.18%
0.76%	Norges Bank Investment Management	13,810,931	€975.5m	-13.3%	0.09%
0.72%	Eaton Vance Management	13,175,138	€930.6m	0%	0.27%
0.67%	Invesco Ltd.	12,256,909	€865.7m	-9.4%	0.26%
0.67%	Putnam LLC	12,237,705	€864.4m	4.8%	1.05%
0.64%	Wellington Management Group LLP	11,668,610	€824.2m	13.3%	0.14%
0.61%	Managed Account Advisors LLC	11,122,690	€785.6m	0.16%	0.18%
0.6%	Morgan Stanley, Investment Banking and Brokerage Investments	11,031,973	€779.2m	24.2%	0.11%