The Charles Schwab Corporation

DB:SWG Stock Report

Market Cap: €142.8b

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
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
30 Nov 23Sell€398,737Peter MorganIndividual7,162€55.67
30 Nov 23Sell€685,941Carolyn Schwab-PomerantzIndividual12,208€56.19

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 Insiders26,249,4061.43%
Private Companies77,866,0264.25%
Public Companies186,003,02710.2%
General Public205,155,85711.2%
Institutions1,333,787,91472.9%

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

Top Shareholders

Top 25 shareholders own 57.01% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.2%
The Toronto-Dominion Bank
186,003,027€14.5b-17.9%no data
6.96%
The Vanguard Group, Inc.
127,390,846€9.9b4.24%0.15%
5.67%
BlackRock, Inc.
103,777,422€8.1b2.73%0.13%
4.89%
Dodge & Cox
89,587,838€7.0b4.43%2.31%
4.8%
T. Rowe Price Group, Inc.
87,813,980€6.9b3.08%0.61%
3.39%
State Street Global Advisors, Inc.
62,076,447€4.8b0.67%0.18%
2.55%
Charles & Helen Schwab Living Trust
46,636,931€3.6b0%no data
2.11%
JP Morgan Asset Management
38,638,212€3.0b13.2%0.34%
1.65%
Geode Capital Management, LLC
30,141,441€2.4b1.5%0.17%
1.57%
Massachusetts Financial Services Company
28,679,305€2.2b6.35%0.49%
1.54%
Harris Associates L.P.
28,227,797€2.2b23.1%2.6%
1.14%
Charles Schwab
20,779,508€1.6b-0.41%no data
1.1%
Fisher Asset Management, LLC
20,189,558€1.6b2.5%0.65%
0.99%
Artisan Partners Limited Partnership
18,137,875€1.4b40.1%1.13%
0.95%
Putnam LLC
17,352,085€1.4b36.9%1.17%
0.84%
Hos Mbs Investments Lp
15,458,979€1.2b0%no data
0.84%
AllianceBernstein L.P.
15,402,862€1.2b3.09%0.37%
0.83%
HOS CSP Investments LP
15,272,277€1.2b0%no data
0.81%
Norges Bank Investment Management
14,819,884€1.2b0%0.1%
0.76%
Northern Trust Global Investments
13,875,631€1.1b-3.36%0.17%
0.75%
UBS Asset Management AG
13,637,801€1.1b15.9%0.11%
0.71%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
13,065,294€1.0b35.1%0.24%
0.71%
Eaton Vance Management
12,946,174€1.0b-3.49%0.24%
0.67%
Generation Investment Management LLP
12,179,766€950.4m42.1%4.31%
0.63%
Flossbach & Von Storch Vermoegensmanagement AG
11,550,761€901.4m1.32%2.38%