The Charles Schwab Corporation

BMV:SCHW * Stock Report

Market Cap: Mex$3.1t

Charles Schwab Ownership

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

Recent Insider Transactions

BMV:SCHW * Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
12 May 25SellMex$201,236,402Charles SchwabIndividual120,000Mex$1,676.97
09 May 25SellMex$25,139,564Richard WursterIndividual15,345Mex$1,638.29
01 May 25SellMex$5,377,028Paul WoolwayIndividual3,380Mex$1,590.84
28 Apr 25SellMex$58,479,896Charles SchwabIndividual37,585Mex$1,555.94
01 Apr 25SellMex$5,333,222Paul WoolwayIndividual3,380Mex$1,588.66
27 Feb 25SellMex$90,074,527Charles SchwabIndividual55,598Mex$1,620.10
21 Feb 25SellMex$206,593,957Charles SchwabIndividual124,000Mex$1,675.36
19 Feb 25SellMex$217,571,732Charles SchwabIndividual129,865Mex$1,675.89
13 Feb 25SellMex$208,035,970Charles SchwabIndividual125,000Mex$1,671.75
22 Nov 24SellMex$21,191,988Nigel MurtaghIndividual12,739Mex$1,663.55
13 Nov 24SellMex$4,858,154Charles RuffelIndividual2,998Mex$1,620.46
21 Oct 24SellMex$24,422,639Charles SchwabIndividual17,225Mex$1,417.86
17 Oct 24SellMex$29,764,167Carolyn Schwab-PomerantzIndividual20,800Mex$1,430.97
21 Aug 24BuyMex$88,853,887The Toronto-Dominion BankCompany61,055Mex$1,455.31
21 Aug 24SellMex$140,131,337The Toronto-Dominion BankCompany95,986Mex$1,459.91
15 Aug 24SellMex$14,956,028Carolyn Schwab-PomerantzIndividual12,320Mex$1,214.51
17 Jul 24BuyMex$11,003,131Richard WursterIndividual10,000Mex$1,100.31
17 Jul 24BuyMex$29,376,371Walter BettingerIndividual25,000Mex$1,175.05
28 May 24SellMex$57,858,417Bernard ClarkIndividual48,761Mex$1,201.98

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 TypeNumber of SharesOwnership Percentage
Public Companies1,329,3500.0732%
State or Government1,766,4500.0972%
Individual Insiders24,803,5371.37%
Private Companies77,909,4254.29%
General Public176,856,0459.73%
Institutions1,534,305,57684.4%

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

Top Shareholders

Top 25 shareholders own 52.91% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.17%
The Vanguard Group, Inc.
148,395,252Mex$256.3b15.4%0.18%
6.76%
BlackRock, Inc.
122,737,033Mex$212.0b17.2%0.16%
4.88%
Dodge & Cox
88,750,655Mex$153.3b-0.69%2.48%
4.52%
T. Rowe Price Group, Inc.
82,048,984Mex$141.7b12.3%0.65%
3.96%
State Street Global Advisors, Inc.
71,933,290Mex$124.2b13.4%0.22%
2.57%
Charles & Helen Schwab Living Trust
46,686,941Mex$80.6b0%no data
2.4%
JP Morgan Asset Management
43,605,425Mex$75.3b10.2%0.39%
2%
Geode Capital Management, LLC
36,342,807Mex$62.8b17.6%0.21%
1.53%
FMR LLC
27,723,143Mex$47.9b292%0.14%
1.52%
Harris Associates L.P.
27,612,443Mex$47.7b-0.28%3.0%
1.2%
UBS Asset Management AG
21,794,815Mex$37.6b28.8%0.16%
1.16%
Fisher Asset Management, LLC
21,165,163Mex$36.6b3.47%0.77%
1.13%
Massachusetts Financial Services Company
20,527,113Mex$35.5b-6.68%0.39%
1.13%
Citadel Advisors LLC
20,502,737Mex$35.4b880%1.79%
1.06%
Charles Schwab
19,211,061Mex$33.2b-66.4%no data
0.98%
Artisan Partners Limited Partnership
17,749,859Mex$30.7b-2.14%0.86%
0.98%
Viking Global Investors LP
17,716,717Mex$30.6b20.9%4.68%
0.96%
Northern Trust Global Investments
17,440,301Mex$30.1b10.8%0.2%
0.96%
Norges Bank Investment Management
17,423,916Mex$30.1b0%0.11%
0.94%
AllianceBernstein L.P.
17,115,759Mex$29.6b16%0.46%
0.85%
Wellington Management Group LLP
15,488,777Mex$26.8b596%0.22%
0.85%
Hos Mbs Investments Lp
15,458,979Mex$26.7b0%no data
0.84%
HOS CSP Investments LP
15,272,277Mex$26.4b0%no data
0.79%
Franklin Resources, Inc.
14,410,989Mex$24.9b49.4%0.42%
0.79%
Generation Investment Management LLP
14,327,559Mex$24.7b6.18%6.53%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/19 08:55
End of Day Share Price 2025/05/09 00:00
Earnings2025/03/31
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 43 analysts. 16 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