The Charles Schwab Corporation

BIT:1SCHW Stock Report

Market Cap: €141.7b

Charles Schwab Ownership

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

Recent Insider Transactions

BIT:1SCHW Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
29 Oct 25Sell€8,819,322Charles SchwabIndividual109,150€81.06
27 Aug 25Sell€275,943Jonathan BeattyIndividual3,296€83.72
27 Aug 25Sell€22,779,279Charles SchwabIndividual273,000€83.60
25 Aug 25Sell€1,113,357Carolyn Schwab-PomerantzIndividual13,542€82.22
08 Aug 25Sell€12,917,739Charles SchwabIndividual155,874€83.01
01 Aug 25Sell€273,725Paul WoolwayIndividual3,290€83.20
29 Jul 25Sell€1,763,092Richard WursterIndividual20,500€86.00
29 Jul 25Sell€14,905,757Walter BettingerIndividual173,876€85.73
02 Jun 25Sell€252,222Paul WoolwayIndividual3,290€76.66
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

Insider Trading Volume

Insider Buying: 1SCHW insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 1SCHW?
Owner TypeNumber of SharesOwnership Percentage
State or Government2,142,2050.121%
Public Companies2,387,9310.134%
Individual Insiders21,427,3671.21%
Private Companies79,996,3704.5%
General Public176,423,1399.93%
Institutions1,494,559,75884.1%

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

Top Shareholders

Top 25 shareholders own 52.57% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.53%
The Vanguard Group, Inc.
151,585,214€12.1b0.27%0.17%
7.44%
BlackRock, Inc.
132,176,815€10.5b3.17%0.16%
4.67%
Dodge & Cox
83,043,253€6.6b-1.56%2.14%
4.12%
State Street Global Advisors, Inc.
73,156,290€5.8b0.95%0.21%
3.23%
T. Rowe Price Group, Inc.
57,444,595€4.6b-23.2%0.43%
2.77%
JP Morgan Asset Management
49,304,932€3.9b-16.4%0.4%
2.74%
Charles & Helen Schwab Living Trust
48,773,886€3.9b0%no data
2.11%
Geode Capital Management, LLC
37,569,398€3.0b0.5%0.19%
1.55%
FMR LLC
27,580,948€2.2b-10.1%0.13%
1.22%
Fisher Asset Management, LLC
21,646,588€1.7b1.26%0.69%
1.2%
Harris Associates L.P.
21,235,618€1.7b-7.55%2.38%
1.19%
PRIMECAP Management Company
21,209,187€1.7b11.4%1.35%
1.17%
Norges Bank Investment Management
20,713,047€1.7b0%0.13%
1%
Artisan Partners Limited Partnership
17,725,669€1.4b-2.48%1.16%
0.96%
Massachusetts Financial Services Company
17,084,112€1.4b-7.18%0.34%
0.96%
Northern Trust Global Investments
17,001,627€1.4b-0.62%0.19%
0.94%
UBS Asset Management AG
16,667,848€1.3b-28.8%0.12%
0.93%
Viking Global Investors LP
16,583,101€1.3b5.13%4.0%
0.92%
Charles Schwab
16,408,162€1.3b-1.28%no data
0.87%
Hos Mbs Investments Lp
15,458,979€1.2b0%no data
0.86%
HOS CSP Investments LP
15,272,277€1.2b0%no data
0.85%
Putnam LLC
15,162,385€1.2b7.48%1.0%
0.81%
AllianceBernstein L.P.
14,406,616€1.1b-6.29%0.37%
0.79%
Franklin Resources, Inc.
14,072,903€1.1b-6.38%0.39%
0.72%
Eaton Vance Management
12,778,480€1.0b0%0.22%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/01 19:33
End of Day Share Price 2025/12/01 00:00
Earnings2025/09/30
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 40 analysts. 13 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