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
28 May 24	SellUS$3,460,245	Bernard Clark	Individual	48,761	US$71.88
15 May 24	SellUS$9,559,410	Charles Schwab	Individual	123,425	US$78.08
09 May 24	SellUS$2,003,429	Carolyn Schwab-Pomerantz	Individual	26,315	US$76.13
06 May 24	SellUS$10,026,899	Charles Schwab	Individual	132,015	US$76.40
06 May 24	SellUS$1,001,635	Carolyn Schwab-Pomerantz	Individual	13,113	US$76.38
29 Apr 24	SellUS$8,970,429	Charles Schwab	Individual	119,811	US$74.96
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	1,514,681	0.0829%
Individual Insiders	26,184,502	1.43%
Private Companies	77,925,124	4.26%
General Public	194,677,169	10.6%
Public Companies	226,597,348	12.4%
Institutions	1,301,276,175	71.2%

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

Top Shareholders

Top 25 shareholders own 56.53% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.4%	The Toronto-Dominion Bank	226,597,348	US$16.9b	-0.03%	no data
6.62%	The Vanguard Group, Inc.	120,963,133	US$9.0b	0.87%	0.14%
5.44%	BlackRock, Inc.	99,536,627	US$7.4b	4.58%	0.12%
4.72%	Dodge & Cox	86,297,094	US$6.4b	-0.14%	1.93%
3.96%	T. Rowe Price Group, Inc.	72,306,560	US$5.4b	4.25%	0.48%
3.37%	State Street Global Advisors, Inc.	61,539,248	US$4.6b	0.29%	0.18%
2.55%	Charles & Helen Schwab Living Trust	46,636,931	US$3.5b	0%	no data
1.83%	JP Morgan Asset Management	33,533,152	US$2.5b	-7.08%	0.3%
1.68%	Massachusetts Financial Services Company	30,753,371	US$2.3b	-0.78%	0.48%
1.59%	Geode Capital Management, LLC	29,043,523	US$2.2b	3.18%	0.17%
1.25%	Harris Associates L.P.	22,773,650	US$1.7b	19.4%	2.0%
1.14%	Charles Schwab	20,864,119	US$1.6b	-22.7%	no data
1.05%	Fisher Asset Management, LLC	19,159,739	US$1.4b	2.88%	0.62%
0.93%	AllianceBernstein L.P.	16,950,794	US$1.3b	-9.7%	0.38%
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
0.78%	Flossbach & Von Storch Vermoegensmanagement AG	14,295,917	US$1.1b	-17.2%	2.89%
0.78%	Northern Trust Global Investments	14,285,130	US$1.1b	-5.58%	0.17%
0.76%	Norges Bank Investment Management	13,810,931	US$1.0b	0%	0.08%
0.73%	Eaton Vance Management	13,396,849	US$998.5m	1.68%	0.25%
0.71%	Artisan Partners Limited Partnership	12,992,898	US$968.4m	42.1%	0.79%
0.66%	Putnam LLC	12,088,696	US$901.0m	-1.22%	0.94%
0.64%	UBS Asset Management AG	11,751,345	US$875.8m	19.5%	0.11%
0.64%	Managed Account Advisors LLC	11,679,718	US$870.5m	5.01%	0.19%
0.63%	Invesco Ltd.	11,436,784	US$852.4m	-6.69%	0.23%