The Charles Schwab Corporation

DB:SWG Stock Report

Market Cap: €132.0b

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
DateValueNameEntityRoleSharesMax Price
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
28 May 24Sell€3,181,350Bernard ClarkIndividual48,761€66.09
15 May 24Sell€8,795,613Charles SchwabIndividual123,425€71.84
09 May 24Sell€1,859,383Carolyn Schwab-PomerantzIndividual26,315€70.66
06 May 24Sell€9,305,965Charles SchwabIndividual132,015€70.91
06 May 24Sell€929,618Carolyn Schwab-PomerantzIndividual13,113€70.89
29 Apr 24Sell€8,372,102Charles SchwabIndividual119,811€69.96
22 Apr 24Sell€6,258,299Charles SchwabIndividual89,275€70.10
16 Apr 24Sell€1,666,476Peter MorganIndividual24,520€67.96
16 Apr 24Sell€408,553Peter CrawfordIndividual6,114€66.82
16 Apr 24Sell€681,188Nigel MurtaghIndividual10,000€68.12
16 Apr 24Sell€473,349Mark GoldfarbIndividual7,100€67.26
28 Feb 24Sell€333,580Peter CrawfordIndividual5,500€60.65
23 Feb 24Sell€6,992,706Charles SchwabIndividual117,000€59.82
15 Feb 24Sell€481,559Peter CrawfordIndividual8,000€60.19
24 Jan 24Sell€961,583Charles SchwabIndividual16,390€58.67
22 Jan 24Sell€236,898Peter CrawfordIndividual4,000€59.22

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 TypeNumber of SharesOwnership Percentage
State or Government1,493,5530.0816%
Individual Insiders26,211,3421.43%
Private Companies77,866,0264.25%
Public Companies186,003,02710.2%
General Public222,954,36912.2%
Institutions1,316,027,46671.9%

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

Top Shareholders

Top 25 shareholders own 56.75% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.2%
The Toronto-Dominion Bank
186,003,027€13.4b-17.9%no data
6.96%
The Vanguard Group, Inc.
127,390,846€9.2b4.24%0.14%
5.67%
BlackRock, Inc.
103,777,422€7.5b2.73%0.12%
4.89%
Dodge & Cox
89,587,838€6.5b4.43%2.27%
4.8%
T. Rowe Price Group, Inc.
87,813,980€6.3b3.08%0.56%
3.39%
State Street Global Advisors, Inc.
62,076,447€4.5b0.67%0.17%
2.55%
Charles & Helen Schwab Living Trust
46,636,931€3.4b0%no data
2.11%
JP Morgan Asset Management
38,638,212€2.8b13.2%0.32%
1.65%
Geode Capital Management, LLC
30,141,441€2.2b1.5%0.15%
1.57%
Massachusetts Financial Services Company
28,679,305€2.1b6.35%0.45%
1.54%
Harris Associates L.P.
28,227,797€2.0b23.1%2.49%
1.14%
Charles Schwab
20,779,508€1.5b-0.41%no data
1.1%
Fisher Asset Management, LLC
20,189,558€1.5b2.5%0.61%
0.99%
Artisan Partners Limited Partnership
18,137,875€1.3b40.1%1.04%
0.84%
Hos Mbs Investments Lp
15,458,979€1.1b0%no data
0.84%
AllianceBernstein L.P.
15,402,862€1.1b3.09%0.34%
0.83%
HOS CSP Investments LP
15,272,277€1.1b0%no data
0.81%
Norges Bank Investment Management
14,819,884€1.1b0%0.09%
0.77%
Putnam LLC
14,161,256€1.0b11.7%0.99%
0.76%
Northern Trust Global Investments
13,875,631€1.0b-3.36%0.15%
0.75%
UBS Asset Management AG
13,637,801€983.5m15.9%0.1%
0.71%
Eaton Vance Management
12,946,174€933.6m-3.49%0.22%
0.67%
Generation Investment Management LLP
12,179,766€878.3m42.1%4.03%
0.63%
Flossbach & Von Storch Vermoegensmanagement AG
11,550,761€833.0m1.32%2.18%
0.63%
Invesco Ltd.
11,499,874€829.3m10.1%0.23%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/02 16:06
End of Day Share Price 2025/01/02 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

The Charles Schwab Corporation is covered by 45 analysts. 17 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