Charles Schwab Ownership

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

Recent Insider Transactions

NYSE:SCHW Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
22 Apr 24	SellUS$6,661,308	Charles Schwab	Individual	89,275	US$74.62
16 Apr 24	SellUS$1,771,151	Peter Morgan	Individual	24,520	US$72.23
16 Apr 24	SellUS$434,215	Peter Crawford	Individual	6,114	US$71.02
16 Apr 24	SellUS$723,975	Nigel Murtagh	Individual	10,000	US$72.40
16 Apr 24	SellUS$503,081	Mark Goldfarb	Individual	7,100	US$71.48
28 Feb 24	SellUS$361,408	Peter Crawford	Individual	5,500	US$65.71
23 Feb 24	SellUS$7,565,407	Charles Schwab	Individual	117,000	US$64.72
15 Feb 24	SellUS$518,084	Peter Crawford	Individual	8,000	US$64.76
24 Jan 24	SellUS$1,047,932	Charles Schwab	Individual	16,390	US$63.94
22 Jan 24	SellUS$257,975	Peter Crawford	Individual	4,000	US$64.49
30 Nov 23	SellUS$434,875	Peter Morgan	Individual	7,162	US$60.72
30 Nov 23	SellUS$748,109	Carolyn Schwab-Pomerantz	Individual	12,208	US$61.28
03 Nov 23	SellUS$174,964	Peter Crawford	Individual	3,114	US$56.19
24 Oct 23	SellUS$345,737	Paula Sneed	Individual	6,918	US$49.98
29 Aug 23	SellUS$476,872	Peter Morgan	Individual	8,000	US$59.61
17 Aug 23	BuyUS$50,440	Charles Ruffel	Individual	833	US$60.55
26 Jul 23	SellUS$5,045,821	Charles Schwab	Individual	75,760	US$66.60

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 Type	Number of Shares	Ownership Percentage
State or Government	1,616,549	0.0885%
Individual Insiders	32,416,695	1.77%
Private Companies	78,133,195	4.28%
General Public	187,809,991	10.3%
Public Companies	226,597,348	12.4%
Institutions	1,300,377,513	71.2%

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

Top Shareholders

Top 25 shareholders own 56.54% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.4%	The Toronto-Dominion Bank	226,597,348	US$17.0b	-0.03%	no data
6.56%	The Vanguard Group, Inc.	119,920,310	US$9.0b	-2.58%	0.15%
5.21%	BlackRock, Inc.	95,180,345	US$7.1b	0%	0.13%
4.73%	Dodge & Cox	86,421,986	US$6.5b	10.5%	2.93%
3.8%	T. Rowe Price Group, Inc.	69,360,233	US$5.2b	33.4%	0.49%
3.36%	State Street Global Advisors, Inc.	61,360,309	US$4.6b	4.9%	0.19%
2.55%	Charles & Helen Schwab Living Trust	46,636,931	US$3.5b	0.36%	no data
1.98%	JP Morgan Asset Management	36,088,117	US$2.7b	19%	0.35%
1.7%	Massachusetts Financial Services Company	30,994,967	US$2.3b	4.09%	0.51%
1.54%	Geode Capital Management, LLC	28,147,111	US$2.1b	2.06%	0.18%
1.48%	Charles Schwab	26,978,705	US$2.0b	23.7%	no data
1.04%	Harris Associates L.P.	19,075,806	US$1.4b	2.01%	1.64%
1.03%	AllianceBernstein L.P.	18,771,187	US$1.4b	-0.38%	0.46%
1.02%	Fisher Asset Management, LLC	18,623,505	US$1.4b	1.59%	0.67%
0.95%	Flossbach & Von Storch Vermoegensmanagement AG	17,271,428	US$1.3b	-2.6%	3.57%
0.85%	Hos Mbs Investments Lp	15,458,979	US$1.2b	0%	no data
0.84%	HOS CSP Investments LP	15,272,277	US$1.1b	0%	no data
0.83%	Northern Trust Global Investments	15,129,143	US$1.1b	-2.71%	0.18%
0.76%	Norges Bank Investment Management	13,810,931	US$1.0b	-13.3%	0.09%
0.72%	Eaton Vance Management	13,175,138	US$988.0m	0%	0.27%
0.67%	Invesco Ltd.	12,256,909	US$919.1m	-9.4%	0.26%
0.67%	Putnam LLC	12,237,705	US$917.7m	4.8%	1.05%
0.64%	Wellington Management Group LLP	11,668,610	US$875.0m	13.3%	0.14%
0.63%	BNY Mellon Asset Management	11,442,710	US$858.1m	-8.65%	0.16%
0.61%	Managed Account Advisors LLC	11,122,690	US$834.1m	0.16%	0.18%