The Charles Schwab Corporation Insider Trading & Ownership Structure - Simply Wall St (2024)

Table of Contents
Recent Insider Transactions Ownership Breakdown Top Shareholders

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
29 Aug 23SellUS$476,872Peter MorganIndividual8,000US$59.61
17 Aug 23BuyUS$50,440Charles RuffelIndividual833US$60.55
26 Jul 23SellUS$5,045,821Charles SchwabIndividual75,760US$66.60
28 Mar 23BuyUS$267,340Marianne BrownIndividual5,000US$53.47
17 Mar 23BuyUS$108,773Richard WursterIndividual2,000US$54.39
17 Mar 23BuyUS$274,154Bernard ClarkIndividual5,000US$54.83
17 Mar 23BuyUS$200,396Gerri Martin-FlickingerIndividual3,700US$54.16
16 Mar 23BuyUS$233,468Mark GoldfarbIndividual4,000US$58.37
15 Mar 23BuyUS$2,003,325Stephen EllisIndividual34,387US$58.26
14 Mar 23BuyUS$289,781Peter CrawfordIndividual5,000US$57.96
14 Mar 23BuyUS$286,397Richard WursterIndividual5,000US$57.28
14 Mar 23BuyUS$2,965,500Walter BettingerIndividual50,000US$59.31
14 Mar 23BuyUS$378,928Stephen EllisIndividual6,757US$56.08
14 Mar 23BuyUS$567,862Todd RickettsIndividual10,000US$56.79
14 Mar 23BuyUS$296,550John AdamsIndividual5,000US$59.31
24 Feb 23SellUS$866,145Nigel MurtaghIndividual10,796.35US$80.23
16 Feb 23SellUS$418,656Charles RuffelIndividual5,176US$80.88
14 Feb 23SellUS$10,021,559Charles SchwabIndividual123,805US$81.04
14 Feb 23SellUS$739,051Frank HerringerIndividual9,139US$80.87
08 Feb 23SellUS$10,194,592Charles SchwabIndividual125,390US$81.54
06 Feb 23SellUS$25,398,914Charles SchwabIndividual317,700US$80.10
06 Feb 23SellUS$1,671,055Paula SneedIndividual20,888US$80.00
18 Nov 22SellUS$10,519,187Charles SchwabIndividual132,050US$79.66
11 Nov 22SellUS$10,338,555Charles SchwabIndividual132,050US$78.30
08 Nov 22SellUS$117,104Peter MorganIndividual1,463US$80.04
04 Nov 22SellUS$10,699,673Charles SchwabIndividual135,000US$80.16
02 Nov 22SellUS$997,627Carolyn Schwab-PomerantzIndividual12,540US$79.82
01 Nov 22SellUS$10,903,568Charles SchwabIndividual137,160US$79.85
28 Oct 22SellUS$2,556,208Carolyn Schwab-PomerantzIndividual31,950US$80.30
28 Oct 22SellUS$317,802Jonathan CraigIndividual4,019US$79.08
See Also
Giant conglomerate's that control the world!!...Charles Schwab (NYSE:SCHW) Stock Down on News of $2.5B Debt Issue - TipRanks.com

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 Government667,9170.04%
Individual Insiders25,084,3721.4%
Private Companies79,949,7644.4%
General Public218,298,56812.0%
Public Companies226,672,44612.4%
Institutions1,270,440,21769.8%

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

Top Shareholders

Top 25 shareholders own 53.95% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12.45%
The Toronto-Dominion Bank
226,672,446US$12.1b0%no data
6.74%
The Vanguard Group, Inc.
122,832,303US$6.6b-3.57%0.13%
5.25%
BlackRock, Inc.
95,631,979US$5.1b-9.2%0.11%
4.31%
Dodge & Cox
78,399,479US$4.2b-0.08%2.17%
3.32%
State Street Global Advisors, Inc.
60,391,016US$3.2b0.66%0.16%
2.67%
Charles & Helen Schwab Living Trust
48,648,016US$2.6b0%no data
2.02%
T. Rowe Price Group, Inc.
36,768,435US$2.0b-12.21%0.22%
1.49%
Geode Capital Management, LLC
27,069,333US$1.4b0.07%0.16%
1.34%
JP Morgan Asset Management
24,432,290US$1.3b-8.64%0.2%
1.29%
Massachusetts Financial Services Company
23,580,018US$1.3b9.45%0.31%
1.09%
Charles Schwab
19,777,456US$1.1b-2.86%no data
1.04%
Harris Associates L.P.
18,865,188US$1.0b53.79%1.36%
1.01%
Flossbach & Von Storch Vermoegensmanagement AG
18,326,287US$981.4m10.27%2.78%
0.99%
Fisher Asset Management, LLC
18,007,328US$964.3m7.8%0.57%
0.97%
Wellington Management Group LLP
17,707,138US$948.2m-42.23%0.17%
0.96%
AllianceBernstein L.P.
17,404,793US$932.0m-4.12%0.36%
0.87%
Norges Bank Investment Management
15,920,665US$852.6m0%0.09%
0.85%
Hos Mbs Investments Lp
15,458,979US$827.8m0%no data
0.84%
HOS CSP Investments LP
15,272,277US$817.8m0%no data
0.83%
Northern Trust Global Investments
15,194,362US$813.7m-5.71%0.16%
0.78%
BNY Mellon Asset Management
14,154,165US$758.0m9.3%0.16%
0.75%
Eaton Vance Management
13,610,407US$728.8m4.49%0.24%
0.74%
Janus Henderson Group plc
13,442,001US$719.8m18.1%0.37%
0.72%
Invesco Ltd.
13,109,268US$702.0m37.67%0.23%
0.65%
Putnam LLC
11,754,172US$629.4m35.07%0.92%
The Charles Schwab Corporation Insider Trading & Ownership Structure - Simply Wall St (2024)
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