The Charles Schwab Corporation

NYSE:SCHW Stock Report

Market Cap: US$117.8b

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
DateValueNameEntityRoleSharesMax Price
21 Aug 24BuyUS$4,630,411The Toronto-Dominion BankCompany61,055US$75.84
21 Aug 24SellUS$7,038,085The Toronto-Dominion BankCompany92,509US$76.08
15 Aug 24SellUS$802,005Carolyn Schwab-PomerantzIndividual12,320US$65.13
17 Jul 24BuyUS$620,454Richard WursterIndividual10,000US$62.05
17 Jul 24BuyUS$1,656,500Walter BettingerIndividual25,000US$66.26
28 May 24SellUS$3,460,245Bernard ClarkIndividual48,761US$71.88
15 May 24SellUS$9,559,410Charles SchwabIndividual123,425US$78.08
09 May 24SellUS$2,003,429Carolyn Schwab-PomerantzIndividual26,315US$76.13
06 May 24SellUS$10,026,899Charles SchwabIndividual132,015US$76.40
06 May 24SellUS$1,001,635Carolyn Schwab-PomerantzIndividual13,113US$76.38
29 Apr 24SellUS$8,970,429Charles SchwabIndividual119,811US$74.96
22 Apr 24SellUS$6,661,308Charles SchwabIndividual89,275US$74.62
16 Apr 24SellUS$1,771,151Peter MorganIndividual24,520US$72.23
16 Apr 24SellUS$434,215Peter CrawfordIndividual6,114US$71.02
16 Apr 24SellUS$723,975Nigel MurtaghIndividual10,000US$72.40
16 Apr 24SellUS$503,081Mark GoldfarbIndividual7,100US$71.48
28 Feb 24SellUS$361,408Peter CrawfordIndividual5,500US$65.71
23 Feb 24SellUS$7,565,407Charles SchwabIndividual117,000US$64.72
15 Feb 24SellUS$518,084Peter CrawfordIndividual8,000US$64.76
24 Jan 24SellUS$1,047,932Charles SchwabIndividual16,390US$63.94
22 Jan 24SellUS$257,975Peter CrawfordIndividual4,000US$64.49
30 Nov 23SellUS$434,875Peter MorganIndividual7,162US$60.72
30 Nov 23SellUS$748,109Carolyn Schwab-PomerantzIndividual12,208US$61.28
03 Nov 23SellUS$174,964Peter CrawfordIndividual3,114US$56.19
24 Oct 23SellUS$345,737Paula SneedIndividual6,918US$49.98
29 Aug 23SellUS$476,872Peter MorganIndividual8,000US$59.61

Insider Trading Volume

Insider Buying: SCHW insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of SCHW?
Owner TypeNumber of SharesOwnership Percentage
State or Government1,538,5120.0841%
Individual Insiders26,366,5451.44%
Private Companies77,866,0264.26%
Public Companies186,003,02710.2%
General Public234,753,71412.8%
Institutions1,302,810,81971.2%

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

Top Shareholders

Top 25 shareholders own 55% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.2%
The Toronto-Dominion Bank
186,003,027US$12.0b-17.9%no data
6.68%
The Vanguard Group, Inc.
122,207,640US$7.9b1.03%0.12%
5.52%
BlackRock, Inc.
101,023,390US$6.5b1.49%0.11%
4.69%
Dodge & Cox
85,787,053US$5.5b-0.59%1.77%
4.66%
T. Rowe Price Group, Inc.
85,194,207US$5.5b17.8%0.48%
3.37%
State Street Global Advisors, Inc.
61,661,498US$4.0b0.2%0.15%
2.55%
Charles & Helen Schwab Living Trust
46,636,931US$3.0b0%no data
1.87%
JP Morgan Asset Management
34,133,324US$2.2b1.79%0.25%
1.62%
Geode Capital Management, LLC
29,696,137US$1.9b2.25%0.14%
1.47%
Massachusetts Financial Services Company
26,967,993US$1.7b-12.3%0.36%
1.25%
Harris Associates L.P.
22,925,061US$1.5b0.66%1.67%
1.14%
Charles Schwab
20,864,119US$1.3b0%no data
1.08%
Fisher Asset Management, LLC
19,696,294US$1.3b2.8%0.54%
0.85%
Hos Mbs Investments Lp
15,458,979US$995.4m0%no data
0.84%
Union Asset Management Holding AG
15,307,758US$985.7m633%0.71%
0.83%
HOS CSP Investments LP
15,272,277US$983.4m0%no data
0.82%
AllianceBernstein L.P.
14,940,692US$962.0m-11.9%0.29%
0.81%
Norges Bank Investment Management
14,819,884US$954.2m7.31%0.08%
0.78%
Northern Trust Global Investments
14,357,879US$924.5m0.51%0.14%
0.73%
Eaton Vance Management
13,414,889US$863.8m0.13%0.21%
0.71%
Artisan Partners Limited Partnership
12,947,772US$833.7m-0.35%0.63%
0.69%
Putnam LLC
12,679,787US$816.5m4.89%0.79%
0.64%
UBS Asset Management AG
11,770,411US$757.9m0.16%0.08%
0.62%
Flossbach & Von Storch Vermoegensmanagement AG
11,400,695US$734.1m-20.3%1.84%
0.6%
Managed Account Advisors LLC
10,898,645US$701.8m-6.69%0.13%