Charles Schwab (SCHW) insider trading activity: Get Latest News Today

SCHW Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.74

Short Percent Of Float0.81

Shares Outstanding1.78B

Shares Float1.54B

Shares Short13.51M

Short Ratio1.84

0.81%

Short % of Float

0.74%

Short % of Shares Outstanding

Market Insider SCHW

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

6.34% Percentage of Shares held by All Insiders

76.2% Percentage of Shares held by All Institutions

81.36% Percentage of Float held by Institutions

2471

Number of Institutions Holding Shares

Institutional Ownership

About 76.2% of SCHW shares are held by financial institutions. JPMORGAN CHASE & CO is the top corporate investor, holding 40.83M shares valued at $2.95B. A 2.24% stake in The Charles Schwab Corporation is owned by the company. BANK OF NEW YORK MELLON CORP owns 11.1M shares valued at $803.07M, which translates its holding of 0.61% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2024	JPMORGAN CHASE & CO	2.24%	40.83M	2.95B	-2.85M	-6.52%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.61%	11.1M	803.07M	-521.03K	-4.48%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.6%	10.89M	787.5M	-782.47K	-6.71%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.52%	9.44M	682.95M	382.01K	+4.22%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.51%	9.31M	673.65M	1.01M	+12.23%
Mar 31, 2024	GENERATION INVESTMENT MANAGEMENT LLP	0.47%	8.49M	613.94M	508.15K	+6.37%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.46%	8.46M	612.07M	-111.04K	-1.30%
Mar 31, 2024	ALLEN INVESTMENT MANAGEMENT LLC	0.46%	8.46M	612.06M	-27.65K	-0.33%
Mar 31, 2024	RUANE, CUNNIFF & GOLDFARB L.P.	0.45%	8.13M	588.32M	-337.51K	-3.98%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.42%	7.67M	554.58M	151.74K	+2.02%
Mar 31, 2024	ROYAL BANK OF CANADA	0.41%	7.43M	537.56M	477.16K	+6.86%
Mar 31, 2024	BAMCO INC /NY/	0.41%	7.43M	537.65M	-695.33K	-8.56%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.4%	7.31M	528.45M	596.59K	+8.89%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.39%	7.1M	513.92M	-845.73K	-10.64%
Mar 31, 2024	DEUTSCHE BANK AG\	0.37%	6.69M	484.23M	-845.89K	-11.22%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.35%	6.3M	455.54M	484.84K	+8.34%
Mar 31, 2024	YACKTMAN ASSET MANAGEMENT LP	0.34%	6.28M	454.37M	-35.37K	-0.56%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.32%	5.78M	418.01M	238.55K	+4.31%
Mar 31, 2024	ENSIGN PEAK ADVISORS, INC	0.31%	5.72M	413.96M	-123.01K	-2.10%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.3%	5.45M	394.12M	649.24K	+13.53%
Mar 31, 2024	LONDON CO OF VIRGINIA	0.3%	5.44M	393.33M	-157.34K	-2.81%
Mar 31, 2024	BOSTON PARTNERS	0.3%	5.4M	390.86M	944.05K	+21.21%
Mar 31, 2024	UBS GROUP AG	0.29%	5.34M	386.1M	4.21M	+373.59%
Mar 31, 2024	THELEME PARTNERS LLP	0.28%	5.07M	366.8M	-560K	-9.95%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.27%	4.94M	357.4M	-495.54K	-9.12%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.27%	4.84M	350.07M	3.99M	+469.67%
Mar 31, 2024	FIDUCIARY MANAGEMENT INC /WI/	0.26%	4.81M	347.8M	-348.41K	-6.76%
Mar 31, 2024	AMUNDI	0.26%	4.78M	348.26M	-902.84K	-15.90%
Mar 31, 2024	TORONTO DOMINION BANK	12.39%	226.09M	16.36B	17.13K	+0.01%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.58%	10.66M	771.19M	-53.69K	-0.50%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	3.96%	72.31M	5.23B	2.95M	+4.25%
Mar 31, 2024	MORGAN STANLEY	1.28%	23.29M	1.68B	-1.64M	-6.57%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.25%	4.59M	332.34M	40.47K	+0.89%
Mar 31, 2024	PROVIDENT TRUST CO	0.23%	4.27M	308.83M	85.14K	+2.04%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.23%	4.26M	308.36M	-38.25K	-0.89%
Mar 31, 2024	BROWN ADVISORY INC	0.23%	4.22M	305.6M	-168.78K	-3.84%
Mar 31, 2024	LORD, ABBETT & CO. LLC	0.22%	4.06M	293.85M	116.6K	+2.96%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.21%	3.89M	281.32M	198.62K	+5.38%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.21%	3.77M	272.7M	7.53K	+0.20%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.21%	3.76M	272.03M	3.76M	+100.00%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.2%	3.6M	260.58M	188.88K	+5.53%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.2%	3.58M	258.91M	5.75K	+0.16%
Mar 31, 2024	FMR LLC	0.19%	3.53M	255.4M	92.14K	+2.68%
Mar 31, 2024	TIMUCUAN ASSET MANAGEMENT INC/FL	0.18%	3.24M	234.55M	99.44K	+3.16%
Mar 31, 2024	CLEARBRIDGE INVESTMENTS, LLC	0.17%	3.19M	230.96M	-96.78K	-2.94%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.17%	3.16M	228.54M	-15.28K	-0.48%
Mar 31, 2024	RHUMBLINE ADVISERS	0.16%	2.93M	211.96M	-90.92K	-3.01%
Mar 31, 2024	FINDLAY PARK PARTNERS LLP	0.16%	2.87M	207.51M	-50.9K	-1.74%
Mar 31, 2024	BLACKROCK INC.	5.46%	99.54M	7.2B	4.36M	+4.58%
Mar 31, 2024	DODGE & COX	4.73%	86.3M	6.24B	-124.89K	-0.14%
Mar 31, 2024	STATE STREET CORP	3.37%	61.54M	4.45B	178.94K	+0.29%
Mar 31, 2024	HARRIS ASSOCIATES L P	1.25%	22.77M	1.65B	3.7M	+19.39%
Mar 31, 2024	FRANKLIN RESOURCES INC	1.07%	19.51M	1.41B	10.04M	+105.97%
Mar 31, 2024	BARCLAYS PLC	0.33%	6.04M	437.14M	1.9M	+45.82%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.31%	5.67M	410.29M	283.95K	+5.27%
Mar 31, 2024	VANGUARD GROUP INC	6.63%	120.96M	8.75B	1.04M	+0.87%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.69%	30.75M	2.22B	-241.6K	-0.78%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.59%	29.04M	2.09B	896.41K	+3.18%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.06%	19.26M	1.39B	4.56M	+31.05%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	1.05%	19.16M	1.39B	536.23K	+2.88%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.93%	16.95M	1.23B	-1.82M	-9.70%
Mar 31, 2024	FLOSSBACH VON STORCH AG	0.78%	14.3M	1.03B	-2.98M	-17.23%
Mar 31, 2024	NORTHERN TRUST CORP	0.78%	14.29M	1.03B	-844.01K	-5.58%
Mar 31, 2024	INVESCO LTD.	0.76%	13.84M	1B	-496.49K	-3.46%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.72%	13.11M	948.06M	-731.44K	-5.29%
Mar 31, 2024	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.71%	12.99M	939.91M	3.85M	+42.13%
Dec 31, 2023	PUTNAM INVESTMENTS LLC	0.67%	12.24M	841.95M	560.11K	+4.80%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.64%	11.67M	802.8M	11.67M	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.63%	11.62M	799.62M	-1.1M	-8.62%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.59%	10.71M	737.15M	2.17M	+25.37%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.52%	9.47M	651.72M	1.56M	+19.70%
Dec 31, 2023	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.5%	9.14M	628.94M	960.31K	+11.74%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.49%	9.06M	623.25M	576.93K	+6.80%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.47%	8.57M	589.78M	-554.79K	-6.08%
Dec 31, 2023	ALLEN INVESTMENT MANAGEMENT LLC	0.46%	8.49M	584.01M	-44.77K	-0.52%
Dec 31, 2023	RUANE, CUNNIFF & GOLDFARB L.P.	0.46%	8.47M	582.75M	-210.68K	-2.43%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.45%	8.3M	570.86M	1.19M	+16.73%
Dec 31, 2023	BAMCO INC /NY/	0.44%	8.13M	559.17M	25.06K	+0.31%
Dec 31, 2023	GENERATION INVESTMENT MANAGEMENT LLP	0.44%	7.98M	548.94M	-1.26M	-13.62%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.43%	7.95M	546.96M	1.2M	+17.85%
Dec 31, 2023	DEUTSCHE BANK AG\	0.41%	7.54M	518.73M	367.39K	+5.12%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.41%	7.51M	517M	197.5K	+2.70%
Dec 31, 2023	ROYAL BANK OF CANADA	0.38%	6.95M	478.43M	1.07M	+18.17%
Dec 31, 2023	BAILLIE GIFFORD & CO	0.38%	6.94M	477.24M	-351.73K	-4.83%
Dec 31, 2023	NINETY ONE UK LTD	0.37%	6.79M	467.14M	-287.86K	-4.07%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.37%	6.71M	461.54M	-538.87K	-7.44%
Dec 31, 2023	YACKTMAN ASSET MANAGEMENT LP	0.35%	6.32M	434.57M	-39.75K	-0.63%
Dec 31, 2023	CITADEL ADVISORS LLC	0.32%	5.89M	405.42M	-108.1K	-1.80%
Dec 31, 2023	ENSIGN PEAK ADVISORS, INC	0.32%	5.85M	402.16M	1.71M	+41.23%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.32%	5.81M	399.89M	26.59K	+0.46%
Dec 31, 2023	AMUNDI	0.31%	5.68M	379.02M	1.39M	+32.42%
Dec 31, 2023	THELEME PARTNERS LLP	0.31%	5.63M	387.38M	-1.19M	-17.45%
Dec 31, 2023	LONDON CO OF VIRGINIA	0.31%	5.59M	384.9M	-342.71K	-5.77%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.3%	5.54M	381.14M	61.23K	+1.12%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	0.3%	5.44M	374M	142.45K	+2.69%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.29%	5.39M	370.67M	87.4K	+1.65%
Dec 31, 2023	FIDUCIARY MANAGEMENT INC /WI/	0.28%	5.16M	354.75M	273.32K	+5.60%
Dec 31, 2023	TORONTO DOMINION BANK	12.35%	226.07M	15.55B	101.95K	+0.05%
Dec 31, 2023	VANGUARD GROUP INC	6.55%	119.92M	8.25B	-3.18M	-2.58%
Dec 31, 2023	BLACKROCK INC.	5.2%	95.18M	6.55B	-3.59K	0.00%
Dec 31, 2023	DODGE & COX	4.72%	86.42M	5.95B	8.18M	+10.46%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	3.79%	69.36M	4.77B	17.37M	+33.41%
Dec 31, 2023	STATE STREET CORP	3.35%	61.36M	4.22B	2.87M	+4.90%
Dec 31, 2023	JPMORGAN CHASE & CO	2.39%	43.68M	3.01B	8.8M	+25.22%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.69%	30.99M	2.13B	1.22M	+4.09%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.54%	28.15M	1.93B	568.86K	+2.06%
Dec 31, 2023	MORGAN STANLEY	1.36%	24.93M	1.71B	2.3M	+10.18%
Dec 31, 2023	HARRIS ASSOCIATES L P	1.04%	19.08M	1.31B	376.63K	+2.01%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	1.03%	18.77M	1.29B	-72.09K	-0.38%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	1.02%	18.62M	1.28B	292.16K	+1.59%
Dec 31, 2023	FLOSSBACH VON STORCH AG	0.94%	17.27M	1.19B	-461.28K	-2.60%
Dec 31, 2023	NORTHERN TRUST CORP	0.83%	15.13M	1.04B	-421.33K	-2.71%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.8%	14.69M	1.01B	268.96K	+1.86%
Dec 31, 2023	INVESCO LTD.	0.78%	14.33M	986.09M	-1.23M	-7.89%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.76%	13.84M	951.97M	336.1K	+2.49%
Dec 31, 2023	NORGES BANK	0.75%	13.81M	950.19M	13.81M	+100.00%

SCHW Insiders

Among the SCHW insiders holding of 6.34% of the stake in company, SCHWAB CHARLES R., Co-Chairman, holds the largest shares of 59.97M. BETTINGER WALTER W, Co-Chairman, is the second largest SCHW insider with ownership of 827.38K shares. SCHWAB-POMERANTZ CAROLYN, director, stands third with possession of 515.33K shares of that stake.

Insiders	Designation	Shares Held
SCHWAB CHARLES R.	Co-Chairman	59.97M
BETTINGER WALTER W	Co-Chairman	827.38K
SCHWAB-POMERANTZ CAROLYN	director	515.33K
DODDS CHRISTOPHER V	director	442.81K
RICKETTS TODD M	director	230.89K
HERRINGER FRANK C	director	167.21K
WURSTER RICHARD A	President	144.23K
CLARK BERNARD J.	MD Head of Advisor Services	121.67K
SNEED PAULA A	director	112.4K
ELLIS STEPHEN A	director	108.57K
CRAWFORD PETER B.	CFO	60.57K
MURTAGH NIGEL J	Chief Risk Officer	59.09K
WOOLWAY PAUL V	MD, Chief Banking Officer	45.82K
ADAMS JOHN K JR	director	44.45K
MARTINETTO JOSEPH R	COO	41.41K
GOLDFARB MARK A	director	19.92K
SARIN ARUN	director	18.62K
BEATTY JONATHAN S	MD, Head of Advisor Services	18.07K
RUFFEL CHARLES A.	director	13.5K
BROWN MARIANNE CATHERINE	director	9.98K
MARTIN-FLICKINGER GERRI	director	8.46K
CRAIG JONATHAN M.	MD, Head of Investor Services	0
MORGAN PETER J. III	General Counsel	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 01, 2025	WOOLWAY PAUL V	SALE	77.96	400	31.19K	45.82K
Mar 24, 2025	WOOLWAY PAUL V	SALE	80.00	8.61K	689.13K	49.2K
Mar 06, 2025	SCHWAB-POMERANTZ CAROLYN	SALE	75.59	9.6K	725.66K	515.33K
Mar 06, 2025	CRAIG JONATHAN M.	SALE	75.59	23.26K	1.76M	0
Mar 05, 2025	WOOLWAY PAUL V	SALE	75.38	9.89K	745.25K	47.93K
Mar 05, 2025	MURTAGH NIGEL J	SALE	75.38	15.23K	1.15M	59.09K
Feb 27, 2025	SCHWAB CHARLES R.	SALE	79.14	55.6K	4.4M	59.97M
Feb 21, 2025	SCHWAB CHARLES R.	SALE	82.36	100	8.24K	60.16M
Feb 19, 2025	SCHWAB CHARLES R.	SALE	81.96	124K	10.16M	60.29M
Feb 18, 2025	SCHWAB CHARLES R.	SALE	81.40	5.87K	477.42K	60.41M
Feb 13, 2025	SCHWAB CHARLES R.	SALE	81.60	11.95K	975.03K	60.42M
Feb 12, 2025	SCHWAB CHARLES R.	SALE	82.09	180.51K	14.82M	60.54M
Feb 12, 2025	BETTINGER WALTER W	SALE	82.66	22.83K	1.89M	827.38K
Feb 06, 2025	SCHWAB-POMERANTZ CAROLYN	SALE	82.70	9.6K	793.94K	524.93K
Jan 23, 2025	SARIN ARUN	SALE	81.82	8.55K	699.41K	18.62K
Jan 22, 2025	MORGAN PETER J. III	SALE	80.70	14.64K	1.18M	0
Jan 02, 2025	SCHWAB-POMERANTZ CAROLYN	SALE	74.14	9.6K	711.73K	534.53K
Dec 16, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	79.29	3.6K	285.44K	544.13K
Nov 25, 2024	BEATTY JONATHAN S	SALE	82.01	2.3K	188.62K	18.07K
Nov 22, 2024	MURTAGH NIGEL J	SALE	81.17	12.74K	1.03M	59.09K
Nov 18, 2024	DODDS CHRISTOPHER V	SALE	81.43	9.28K	755.98K	442.81K
Nov 15, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	80.02	3.6K	288.08K	547.73K
Nov 14, 2024	BEATTY JONATHAN S	SALE	81.68	2.7K	220.55K	18.07K
Nov 13, 2024	RUFFEL CHARLES A.	SALE	78.65	3K	235.78K	13.5K
Nov 11, 2024	BEATTY JONATHAN S	SALE	77.02	2.5K	192.54K	18.07K
Oct 21, 2024	SCHWAB CHARLES R.	SALE	70.90	17.23K	1.22M	60.6M
Oct 17, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	72.22	3.6K	259.99K	551.33K
Oct 16, 2024	SCHWAB CHARLES R.	SALE	72.52	62.35K	4.52M	60.62M
Sep 17, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	64.06	3.6K	230.6K	554.93K
Aug 16, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	65.24	3.6K	234.87K	558.53K
Aug 15, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	65.13	4.93K	320.95K	562.13K
Aug 01, 2024	WOOLWAY PAUL V	SALE	65.20	1.15K	74.98K	61.89K
Jul 31, 2024	SCHWAB CHARLES R.	SALE	65.11	67.39K	4.39M	60.62M
Jul 19, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	62.65	100	6.27K	567.06K
Jul 17, 2024	BETTINGER WALTER W	PURCHASE	66.26	25K	1.66M	827.38K
Jul 17, 2024	WURSTER RICHARD A	PURCHASE	62.05	10K	620.45K	144.23K
Jul 11, 2024	BEATTY JONATHAN S	SALE	75.00	780	58.5K	18.07K
Jun 20, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	72.49	3.6K	260.96K	570.66K
Jun 12, 2024	CLARK BERNARD J.	SALE	75.00	8.16K	612.3K	121.67K
May 28, 2024	CLARK BERNARD J.	SALE	71.88	2.82K	202.43K	121.67K
May 20, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	78.41	3.6K	282.29K	574.26K
May 15, 2024	SCHWAB CHARLES R.	SALE	78.08	58.07K	4.53M	60.68M
May 14, 2024	SCHWAB CHARLES R.	SALE	76.89	65.36K	5.03M	60.74M
May 09, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	76.13	26.32K	2M	1.67M
May 06, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	76.38	13.11K	1M	1.7M
May 06, 2024	SCHWAB CHARLES R.	SALE	76.40	65.79K	5.03M	60.91M
May 03, 2024	SCHWAB CHARLES R.	SALE	75.51	66.23K	5M	60.97M
Apr 29, 2024	SCHWAB CHARLES R.	SALE	74.78	59.91K	4.48M	61.04M
Apr 26, 2024	SCHWAB CHARLES R.	SALE	74.96	59.91K	4.49M	61.1M
Apr 24, 2024	CRAWFORD PETER B.	SALE	75.51	5.48K	413.85K	60.57K
Apr 22, 2024	SCHWAB CHARLES R.	SALE	74.62	89.28K	6.66M	30.64M
Apr 19, 2024	ELLIS STEPHEN A	SALE	73.20	14.75K	1.08M	108.57K
Apr 19, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	73.16	3.6K	263.37K	577.86K
Apr 18, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	73.47	7.48K	549.67K	1.72M
Apr 18, 2024	CRAWFORD PETER B.	SALE	73.46	5.48K	402.71K	60.57K
Apr 16, 2024	MARTINETTO JOSEPH R	SALE	70.83	43K	3.05M	41.41K
Apr 16, 2024	CRAWFORD PETER B.	SALE	71.02	6.11K	434.22K	60.57K
Apr 16, 2024	MORGAN PETER J. III	SALE	72.23	24.52K	1.77M	0
Apr 16, 2024	SARIN ARUN	SALE	71.11	5.01K	356.32K	18.62K
Apr 16, 2024	GOLDFARB MARK A	SALE	71.48	400	28.59K	19.92K
Apr 16, 2024	MURTAGH NIGEL J	SALE	72.40	10K	723.98K	71.45K
Mar 22, 2024	ADAMS JOHN K JR	SALE	72.64	15.7K	1.14M	44.45K
Mar 21, 2024	CRAIG JONATHAN M.	SALE	70.01	4.98K	348.43K	0
Mar 21, 2024	MURTAGH NIGEL J	SALE	70.03	12.95K	906.69K	81.45K
Mar 21, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	71.28	1.07K	75.98K	581.46K
Mar 06, 2024	CRAIG JONATHAN M.	SALE	68.23	8.14K	555.06K	0
Mar 06, 2024	MURTAGH NIGEL J	SALE	68.23	4.43K	302.49K	81.45K
Feb 28, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	65.28	3.6K	235.02K	585.06K
Feb 28, 2024	CRAWFORD PETER B.	SALE	65.71	5.5K	361.41K	24.11K
Feb 23, 2024	SCHWAB CHARLES R.	SALE	64.72	58.5K	3.79M	61.13M
Feb 22, 2024	SCHWAB CHARLES R.	SALE	64.60	58.5K	3.78M	61.19M
Feb 15, 2024	SCHWAB CHARLES R.	SALE	64.99	71.23K	4.63M	61.25M
Feb 15, 2024	CRAWFORD PETER B.	SALE	64.76	8K	518.08K	29.61K
Feb 01, 2024	HERRINGER FRANK C	SALE	62.25	7.59K	472.28K	167.21K
Jan 24, 2024	SCHWAB CHARLES R.	SALE	63.94	16.39K	1.05M	61.33M
Jan 22, 2024	CRAWFORD PETER B.	SALE	64.49	4K	257.97K	37.61K
Nov 30, 2023	MORGAN PETER J. III	SALE	60.72	7.16K	434.88K	0
Nov 30, 2023	CRAWFORD PETER B.	SALE	60.56	4K	242.23K	41.61K
Nov 30, 2023	SCHWAB-POMERANTZ CAROLYN	SALE	61.28	12.21K	748.11K	1.72M
Nov 03, 2023	CRAWFORD PETER B.	SALE	56.19	3.11K	174.96K	41.61K
Oct 24, 2023	SNEED PAULA A	SALE	49.98	6.92K	345.74K	112.4K
Sep 18, 2023	CRAWFORD PETER B.	SALE	57.31	3.79K	217.31K	44.73K
Aug 29, 2023	MORGAN PETER J. III	SALE	59.61	8K	476.87K	8.01K
Aug 17, 2023	RUFFEL CHARLES A.	PURCHASE	60.55	833	50.44K	3.39K
Jul 26, 2023	SCHWAB CHARLES R.	SALE	66.60	75.76K	5.05M	59.67M
Jul 24, 2023	SCHWAB CHARLES R.	SALE	66.66	72.05K	4.8M	59.75M
May 22, 2023	SCHWAB CHARLES R.	SALE	51.76	77.64K	4.02M	59.77M
Mar 28, 2023	BROWN MARIANNE CATHERINE	PURCHASE	53.47	5K	267.34K	9.98K
Mar 17, 2023	MARTIN-FLICKINGER GERRI	PURCHASE	54.16	3.7K	200.4K	8.46K
Mar 17, 2023	CLARK BERNARD J.	PURCHASE	54.83	5K	274.15K	120.65K
Mar 17, 2023	WURSTER RICHARD A	PURCHASE	54.39	2K	108.77K	101.39K
Mar 16, 2023	GOLDFARB MARK A	PURCHASE	58.37	4K	233.47K	27.02K
Mar 15, 2023	ELLIS STEPHEN A	PURCHASE	58.26	34.39K	2M	99.8K
Mar 14, 2023	ELLIS STEPHEN A	PURCHASE	56.08	6.76K	378.93K	65.41K
Mar 14, 2023	CRAWFORD PETER B.	PURCHASE	57.96	5K	289.78K	44.73K
Mar 14, 2023	RICKETTS TODD M	PURCHASE	56.79	10K	567.86K	230.89K
Mar 14, 2023	BETTINGER WALTER W	PURCHASE	59.31	50K	2.97M	656.5K
Mar 14, 2023	WURSTER RICHARD A	PURCHASE	57.28	5K	286.4K	99.39K
Mar 14, 2023	ADAMS JOHN K JR	PURCHASE	59.31	5K	296.55K	41.96K
Mar 06, 2023	CRAIG JONATHAN M.	SALE	76.33	34.67K	2.65M	11.16K
Feb 24, 2023	MURTAGH NIGEL J	SALE	80.23	10.8K	866.15K	57.32K
Feb 16, 2023	RUFFEL CHARLES A.	SALE	80.88	5.18K	418.66K	12.07K
Feb 14, 2023	SCHWAB CHARLES R.	SALE	80.65	28.78K	2.32M	59.91M
Feb 14, 2023	HERRINGER FRANK C	SALE	80.87	9.14K	739.05K	157.03K
Feb 13, 2023	SCHWAB CHARLES R.	SALE	81.04	95.03K	7.7M	60M
Feb 08, 2023	SCHWAB CHARLES R.	SALE	81.54	62.5K	5.1M	30.73M
Feb 07, 2023	SCHWAB CHARLES R.	SALE	81.07	62.89K	5.1M	30.79M
Feb 06, 2023	SCHWAB CHARLES R.	SALE	80.10	125.78K	10.07M	30.86M
Feb 06, 2023	SNEED PAULA A	SALE	80.00	20.89K	1.67M	116.72K
Feb 03, 2023	SCHWAB CHARLES R.	SALE	79.76	129.03K	10.29M	30.98M
Feb 01, 2023	SCHWAB CHARLES R.	SALE	77.84	121.07K	9.42M	60.22M
Jan 18, 2023	CRAIG JONATHAN M.	SALE	80.83	11.16K	901.94K	0
Nov 18, 2022	SCHWAB CHARLES R.	SALE	79.66	48.08K	3.83M	31.11M
Nov 11, 2022	SCHWAB CHARLES R.	SALE	78.28	48.08K	3.76M	31.16M
Nov 08, 2022	MORGAN PETER J. III	SALE	80.04	1.46K	117.1K	1.8K
Nov 04, 2022	SCHWAB CHARLES R.	SALE	79.22	130.3K	10.32M	69.03M
Nov 02, 2022	SCHWAB-POMERANTZ CAROLYN	SALE	79.29	6.27K	497.16K	1.73M
Nov 01, 2022	SCHWAB CHARLES R.	SALE	79.85	1.4K	111.8K	69.18M
Nov 01, 2022	SCHWAB-POMERANTZ CAROLYN	SALE	79.82	6.27K	500.46K	1.74M
Oct 31, 2022	SCHWAB CHARLES R.	SALE	79.49	135K	10.73M	69.18M
Oct 31, 2022	MORGAN PETER J. III	SALE	80.03	7.32K	585.97K	4.58K
Oct 28, 2022	MURTAGH NIGEL J	SALE	80.00	16.17K	1.29M	68.11K
Oct 28, 2022	SCHWAB-POMERANTZ CAROLYN	SALE	80.30	700	56.21K	1.74M
Oct 28, 2022	CRAIG JONATHAN M.	SALE	79.08	4.02K	317.8K	0
Aug 12, 2022	CRAIG JONATHAN M.	SALE	75.00	8.03K	602.41K	4.02K
Jul 28, 2022	SCHWAB CHARLES R.	SALE	65.36	149.6K	9.78M	69.75M
Jul 21, 2022	SCHWAB CHARLES R.	SALE	62.52	120K	7.5M	70.49M
Jul 20, 2022	SCHWAB CHARLES R.	SALE	62.70	120K	7.52M	71.08M
May 26, 2022	SCHWAB CHARLES R.	SALE	68.96	147.28K	10.16M	74.42M
Apr 28, 2022	BETTINGER WALTER W	PURCHASE	67.07	63.19K	4.24M	432.63K
Apr 27, 2022	BETTINGER WALTER W	PURCHASE	68.55	4.34K	297.57K	359.71K
Apr 26, 2022	BETTINGER WALTER W	PURCHASE	68.55	26.11K	1.79M	355.37K
Apr 25, 2022	BETTINGER WALTER W	PURCHASE	69.49	36.64K	2.55M	329.27K
Apr 07, 2022	CRAIG JONATHAN M.	SALE	80.02	4.02K	321.38K	12.05K
Mar 22, 2022	CRAWFORD PETER B.	SALE	91.00	3.11K	283.37K	16.11K
Mar 16, 2022	CRAWFORD PETER B.	SALE	87.01	3.11K	270.96K	19.23K
Feb 22, 2022	SCHWAB CHARLES R.	SALE	85.95	78.43K	6.74M	75.08M
Feb 17, 2022	SCHWAB CHARLES R.	SALE	86.63	58.14K	5.04M	75.2M
Feb 10, 2022	SCHWAB CHARLES R.	SALE	95.50	30.87K	2.95M	75.5M
Feb 09, 2022	WURSTER RICHARD A	SALE	94.62	61.42K	5.81M	86.95K
Feb 08, 2022	MORGAN PETER J. III	SALE	94.04	4.48K	421.32K	4.58K
Feb 07, 2022	CRAWFORD PETER B.	SALE	93.11	7.5K	698.33K	13K
Feb 07, 2022	SCHWAB CHARLES R.	SALE	92.59	119.28K	11.04M	75.53M
Feb 03, 2022	SCHWAB CHARLES R.	SALE	90.20	119.28K	10.76M	75.65M
Feb 02, 2022	SCHWAB CHARLES R.	SALE	89.75	119.28K	10.71M	75.77M
Feb 01, 2022	SCHWAB CHARLES R.	SALE	89.43	1.42K	126.99K	75.89M
Feb 01, 2022	CRAWFORD PETER B.	SALE	89.38	6K	536.26K	15K
Jan 31, 2022	MORGAN PETER J. III	SALE	87.14	2.24K	195.1K	4.58K
Jan 12, 2022	CRAIG JONATHAN M.	SALE	95.00	4.98K	472.72K	0
Jan 10, 2022	SCHWAB CHARLES R.	SALE	90.07	60K	5.4M	30.9M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES633.12K28

NET SHARES-633.12K28

NO. OF SHARES HELD487.84M28

% NET SHARES-100.13%0%

Frequently Asked Questions

SCHW Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.74

Short Percent Of Float0.81

Shares Outstanding1.78B

Shares Float1.54B

Shares Short13.51M

Short Ratio1.84

0.81%

Short % of Float

0.74%

Short % of Shares Outstanding

Market Insider SCHW

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

6.34% Percentage of Shares held by All Insiders

76.2% Percentage of Shares held by All Institutions

81.36% Percentage of Float held by Institutions

2471

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2024	JPMORGAN CHASE & CO	2.24%	40.83M	2.95B	-2.85M	-6.52%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.61%	11.1M	803.07M	-521.03K	-4.48%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.6%	10.89M	787.5M	-782.47K	-6.71%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.52%	9.44M	682.95M	382.01K	+4.22%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.51%	9.31M	673.65M	1.01M	+12.23%
Mar 31, 2024	GENERATION INVESTMENT MANAGEMENT LLP	0.47%	8.49M	613.94M	508.15K	+6.37%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.46%	8.46M	612.07M	-111.04K	-1.30%
Mar 31, 2024	ALLEN INVESTMENT MANAGEMENT LLC	0.46%	8.46M	612.06M	-27.65K	-0.33%
Mar 31, 2024	RUANE, CUNNIFF & GOLDFARB L.P.	0.45%	8.13M	588.32M	-337.51K	-3.98%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.42%	7.67M	554.58M	151.74K	+2.02%
Mar 31, 2024	ROYAL BANK OF CANADA	0.41%	7.43M	537.56M	477.16K	+6.86%
Mar 31, 2024	BAMCO INC /NY/	0.41%	7.43M	537.65M	-695.33K	-8.56%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.4%	7.31M	528.45M	596.59K	+8.89%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.39%	7.1M	513.92M	-845.73K	-10.64%
Mar 31, 2024	DEUTSCHE BANK AG\	0.37%	6.69M	484.23M	-845.89K	-11.22%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.35%	6.3M	455.54M	484.84K	+8.34%
Mar 31, 2024	YACKTMAN ASSET MANAGEMENT LP	0.34%	6.28M	454.37M	-35.37K	-0.56%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.32%	5.78M	418.01M	238.55K	+4.31%
Mar 31, 2024	ENSIGN PEAK ADVISORS, INC	0.31%	5.72M	413.96M	-123.01K	-2.10%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.3%	5.45M	394.12M	649.24K	+13.53%
Mar 31, 2024	LONDON CO OF VIRGINIA	0.3%	5.44M	393.33M	-157.34K	-2.81%
Mar 31, 2024	BOSTON PARTNERS	0.3%	5.4M	390.86M	944.05K	+21.21%
Mar 31, 2024	UBS GROUP AG	0.29%	5.34M	386.1M	4.21M	+373.59%
Mar 31, 2024	THELEME PARTNERS LLP	0.28%	5.07M	366.8M	-560K	-9.95%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.27%	4.94M	357.4M	-495.54K	-9.12%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.27%	4.84M	350.07M	3.99M	+469.67%
Mar 31, 2024	FIDUCIARY MANAGEMENT INC /WI/	0.26%	4.81M	347.8M	-348.41K	-6.76%
Mar 31, 2024	AMUNDI	0.26%	4.78M	348.26M	-902.84K	-15.90%
Mar 31, 2024	TORONTO DOMINION BANK	12.39%	226.09M	16.36B	17.13K	+0.01%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.58%	10.66M	771.19M	-53.69K	-0.50%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	3.96%	72.31M	5.23B	2.95M	+4.25%
Mar 31, 2024	MORGAN STANLEY	1.28%	23.29M	1.68B	-1.64M	-6.57%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.25%	4.59M	332.34M	40.47K	+0.89%
Mar 31, 2024	PROVIDENT TRUST CO	0.23%	4.27M	308.83M	85.14K	+2.04%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.23%	4.26M	308.36M	-38.25K	-0.89%
Mar 31, 2024	BROWN ADVISORY INC	0.23%	4.22M	305.6M	-168.78K	-3.84%
Mar 31, 2024	LORD, ABBETT & CO. LLC	0.22%	4.06M	293.85M	116.6K	+2.96%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.21%	3.89M	281.32M	198.62K	+5.38%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.21%	3.77M	272.7M	7.53K	+0.20%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.21%	3.76M	272.03M	3.76M	+100.00%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.2%	3.6M	260.58M	188.88K	+5.53%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.2%	3.58M	258.91M	5.75K	+0.16%
Mar 31, 2024	FMR LLC	0.19%	3.53M	255.4M	92.14K	+2.68%
Mar 31, 2024	TIMUCUAN ASSET MANAGEMENT INC/FL	0.18%	3.24M	234.55M	99.44K	+3.16%
Mar 31, 2024	CLEARBRIDGE INVESTMENTS, LLC	0.17%	3.19M	230.96M	-96.78K	-2.94%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.17%	3.16M	228.54M	-15.28K	-0.48%
Mar 31, 2024	RHUMBLINE ADVISERS	0.16%	2.93M	211.96M	-90.92K	-3.01%
Mar 31, 2024	FINDLAY PARK PARTNERS LLP	0.16%	2.87M	207.51M	-50.9K	-1.74%
Mar 31, 2024	BLACKROCK INC.	5.46%	99.54M	7.2B	4.36M	+4.58%
Mar 31, 2024	DODGE & COX	4.73%	86.3M	6.24B	-124.89K	-0.14%
Mar 31, 2024	STATE STREET CORP	3.37%	61.54M	4.45B	178.94K	+0.29%
Mar 31, 2024	HARRIS ASSOCIATES L P	1.25%	22.77M	1.65B	3.7M	+19.39%
Mar 31, 2024	FRANKLIN RESOURCES INC	1.07%	19.51M	1.41B	10.04M	+105.97%
Mar 31, 2024	BARCLAYS PLC	0.33%	6.04M	437.14M	1.9M	+45.82%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.31%	5.67M	410.29M	283.95K	+5.27%
Mar 31, 2024	VANGUARD GROUP INC	6.63%	120.96M	8.75B	1.04M	+0.87%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.69%	30.75M	2.22B	-241.6K	-0.78%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.59%	29.04M	2.09B	896.41K	+3.18%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.06%	19.26M	1.39B	4.56M	+31.05%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	1.05%	19.16M	1.39B	536.23K	+2.88%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.93%	16.95M	1.23B	-1.82M	-9.70%
Mar 31, 2024	FLOSSBACH VON STORCH AG	0.78%	14.3M	1.03B	-2.98M	-17.23%
Mar 31, 2024	NORTHERN TRUST CORP	0.78%	14.29M	1.03B	-844.01K	-5.58%
Mar 31, 2024	INVESCO LTD.	0.76%	13.84M	1B	-496.49K	-3.46%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.72%	13.11M	948.06M	-731.44K	-5.29%
Mar 31, 2024	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.71%	12.99M	939.91M	3.85M	+42.13%
Dec 31, 2023	PUTNAM INVESTMENTS LLC	0.67%	12.24M	841.95M	560.11K	+4.80%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.64%	11.67M	802.8M	11.67M	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.63%	11.62M	799.62M	-1.1M	-8.62%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.59%	10.71M	737.15M	2.17M	+25.37%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.52%	9.47M	651.72M	1.56M	+19.70%
Dec 31, 2023	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.5%	9.14M	628.94M	960.31K	+11.74%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.49%	9.06M	623.25M	576.93K	+6.80%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.47%	8.57M	589.78M	-554.79K	-6.08%
Dec 31, 2023	ALLEN INVESTMENT MANAGEMENT LLC	0.46%	8.49M	584.01M	-44.77K	-0.52%
Dec 31, 2023	RUANE, CUNNIFF & GOLDFARB L.P.	0.46%	8.47M	582.75M	-210.68K	-2.43%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.45%	8.3M	570.86M	1.19M	+16.73%
Dec 31, 2023	BAMCO INC /NY/	0.44%	8.13M	559.17M	25.06K	+0.31%
Dec 31, 2023	GENERATION INVESTMENT MANAGEMENT LLP	0.44%	7.98M	548.94M	-1.26M	-13.62%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.43%	7.95M	546.96M	1.2M	+17.85%
Dec 31, 2023	DEUTSCHE BANK AG\	0.41%	7.54M	518.73M	367.39K	+5.12%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.41%	7.51M	517M	197.5K	+2.70%
Dec 31, 2023	ROYAL BANK OF CANADA	0.38%	6.95M	478.43M	1.07M	+18.17%
Dec 31, 2023	BAILLIE GIFFORD & CO	0.38%	6.94M	477.24M	-351.73K	-4.83%
Dec 31, 2023	NINETY ONE UK LTD	0.37%	6.79M	467.14M	-287.86K	-4.07%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.37%	6.71M	461.54M	-538.87K	-7.44%
Dec 31, 2023	YACKTMAN ASSET MANAGEMENT LP	0.35%	6.32M	434.57M	-39.75K	-0.63%
Dec 31, 2023	CITADEL ADVISORS LLC	0.32%	5.89M	405.42M	-108.1K	-1.80%
Dec 31, 2023	ENSIGN PEAK ADVISORS, INC	0.32%	5.85M	402.16M	1.71M	+41.23%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.32%	5.81M	399.89M	26.59K	+0.46%
Dec 31, 2023	AMUNDI	0.31%	5.68M	379.02M	1.39M	+32.42%
Dec 31, 2023	THELEME PARTNERS LLP	0.31%	5.63M	387.38M	-1.19M	-17.45%
Dec 31, 2023	LONDON CO OF VIRGINIA	0.31%	5.59M	384.9M	-342.71K	-5.77%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.3%	5.54M	381.14M	61.23K	+1.12%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	0.3%	5.44M	374M	142.45K	+2.69%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.29%	5.39M	370.67M	87.4K	+1.65%
Dec 31, 2023	FIDUCIARY MANAGEMENT INC /WI/	0.28%	5.16M	354.75M	273.32K	+5.60%
Dec 31, 2023	TORONTO DOMINION BANK	12.35%	226.07M	15.55B	101.95K	+0.05%
Dec 31, 2023	VANGUARD GROUP INC	6.55%	119.92M	8.25B	-3.18M	-2.58%
Dec 31, 2023	BLACKROCK INC.	5.2%	95.18M	6.55B	-3.59K	0.00%
Dec 31, 2023	DODGE & COX	4.72%	86.42M	5.95B	8.18M	+10.46%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	3.79%	69.36M	4.77B	17.37M	+33.41%
Dec 31, 2023	STATE STREET CORP	3.35%	61.36M	4.22B	2.87M	+4.90%
Dec 31, 2023	JPMORGAN CHASE & CO	2.39%	43.68M	3.01B	8.8M	+25.22%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.69%	30.99M	2.13B	1.22M	+4.09%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.54%	28.15M	1.93B	568.86K	+2.06%
Dec 31, 2023	MORGAN STANLEY	1.36%	24.93M	1.71B	2.3M	+10.18%
Dec 31, 2023	HARRIS ASSOCIATES L P	1.04%	19.08M	1.31B	376.63K	+2.01%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	1.03%	18.77M	1.29B	-72.09K	-0.38%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	1.02%	18.62M	1.28B	292.16K	+1.59%
Dec 31, 2023	FLOSSBACH VON STORCH AG	0.94%	17.27M	1.19B	-461.28K	-2.60%
Dec 31, 2023	NORTHERN TRUST CORP	0.83%	15.13M	1.04B	-421.33K	-2.71%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.8%	14.69M	1.01B	268.96K	+1.86%
Dec 31, 2023	INVESCO LTD.	0.78%	14.33M	986.09M	-1.23M	-7.89%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.76%	13.84M	951.97M	336.1K	+2.49%
Dec 31, 2023	NORGES BANK	0.75%	13.81M	950.19M	13.81M	+100.00%

SCHW Insiders

Insiders	Designation	Shares Held
SCHWAB CHARLES R.	Co-Chairman	59.97M
BETTINGER WALTER W	Co-Chairman	827.38K
SCHWAB-POMERANTZ CAROLYN	director	515.33K
DODDS CHRISTOPHER V	director	442.81K
RICKETTS TODD M	director	230.89K
HERRINGER FRANK C	director	167.21K
WURSTER RICHARD A	President	144.23K
CLARK BERNARD J.	MD Head of Advisor Services	121.67K
SNEED PAULA A	director	112.4K
ELLIS STEPHEN A	director	108.57K
CRAWFORD PETER B.	CFO	60.57K
MURTAGH NIGEL J	Chief Risk Officer	59.09K
WOOLWAY PAUL V	MD, Chief Banking Officer	45.82K
ADAMS JOHN K JR	director	44.45K
MARTINETTO JOSEPH R	COO	41.41K
GOLDFARB MARK A	director	19.92K
SARIN ARUN	director	18.62K
BEATTY JONATHAN S	MD, Head of Advisor Services	18.07K
RUFFEL CHARLES A.	director	13.5K
BROWN MARIANNE CATHERINE	director	9.98K
MARTIN-FLICKINGER GERRI	director	8.46K
CRAIG JONATHAN M.	MD, Head of Investor Services	0
MORGAN PETER J. III	General Counsel	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 01, 2025	WOOLWAY PAUL V	SALE	77.96	400	31.19K	45.82K
Mar 24, 2025	WOOLWAY PAUL V	SALE	80.00	8.61K	689.13K	49.2K
Mar 06, 2025	SCHWAB-POMERANTZ CAROLYN	SALE	75.59	9.6K	725.66K	515.33K
Mar 06, 2025	CRAIG JONATHAN M.	SALE	75.59	23.26K	1.76M	0
Mar 05, 2025	WOOLWAY PAUL V	SALE	75.38	9.89K	745.25K	47.93K
Mar 05, 2025	MURTAGH NIGEL J	SALE	75.38	15.23K	1.15M	59.09K
Feb 27, 2025	SCHWAB CHARLES R.	SALE	79.14	55.6K	4.4M	59.97M
Feb 21, 2025	SCHWAB CHARLES R.	SALE	82.36	100	8.24K	60.16M
Feb 19, 2025	SCHWAB CHARLES R.	SALE	81.96	124K	10.16M	60.29M
Feb 18, 2025	SCHWAB CHARLES R.	SALE	81.40	5.87K	477.42K	60.41M
Feb 13, 2025	SCHWAB CHARLES R.	SALE	81.60	11.95K	975.03K	60.42M
Feb 12, 2025	SCHWAB CHARLES R.	SALE	82.09	180.51K	14.82M	60.54M
Feb 12, 2025	BETTINGER WALTER W	SALE	82.66	22.83K	1.89M	827.38K
Feb 06, 2025	SCHWAB-POMERANTZ CAROLYN	SALE	82.70	9.6K	793.94K	524.93K
Jan 23, 2025	SARIN ARUN	SALE	81.82	8.55K	699.41K	18.62K
Jan 22, 2025	MORGAN PETER J. III	SALE	80.70	14.64K	1.18M	0
Jan 02, 2025	SCHWAB-POMERANTZ CAROLYN	SALE	74.14	9.6K	711.73K	534.53K
Dec 16, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	79.29	3.6K	285.44K	544.13K
Nov 25, 2024	BEATTY JONATHAN S	SALE	82.01	2.3K	188.62K	18.07K
Nov 22, 2024	MURTAGH NIGEL J	SALE	81.17	12.74K	1.03M	59.09K
Nov 18, 2024	DODDS CHRISTOPHER V	SALE	81.43	9.28K	755.98K	442.81K
Nov 15, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	80.02	3.6K	288.08K	547.73K
Nov 14, 2024	BEATTY JONATHAN S	SALE	81.68	2.7K	220.55K	18.07K
Nov 13, 2024	RUFFEL CHARLES A.	SALE	78.65	3K	235.78K	13.5K
Nov 11, 2024	BEATTY JONATHAN S	SALE	77.02	2.5K	192.54K	18.07K
Oct 21, 2024	SCHWAB CHARLES R.	SALE	70.90	17.23K	1.22M	60.6M
Oct 17, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	72.22	3.6K	259.99K	551.33K
Oct 16, 2024	SCHWAB CHARLES R.	SALE	72.52	62.35K	4.52M	60.62M
Sep 17, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	64.06	3.6K	230.6K	554.93K
Aug 16, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	65.24	3.6K	234.87K	558.53K
Aug 15, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	65.13	4.93K	320.95K	562.13K
Aug 01, 2024	WOOLWAY PAUL V	SALE	65.20	1.15K	74.98K	61.89K
Jul 31, 2024	SCHWAB CHARLES R.	SALE	65.11	67.39K	4.39M	60.62M
Jul 19, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	62.65	100	6.27K	567.06K
Jul 17, 2024	BETTINGER WALTER W	PURCHASE	66.26	25K	1.66M	827.38K
Jul 17, 2024	WURSTER RICHARD A	PURCHASE	62.05	10K	620.45K	144.23K
Jul 11, 2024	BEATTY JONATHAN S	SALE	75.00	780	58.5K	18.07K
Jun 20, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	72.49	3.6K	260.96K	570.66K
Jun 12, 2024	CLARK BERNARD J.	SALE	75.00	8.16K	612.3K	121.67K
May 28, 2024	CLARK BERNARD J.	SALE	71.88	2.82K	202.43K	121.67K
May 20, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	78.41	3.6K	282.29K	574.26K
May 15, 2024	SCHWAB CHARLES R.	SALE	78.08	58.07K	4.53M	60.68M
May 14, 2024	SCHWAB CHARLES R.	SALE	76.89	65.36K	5.03M	60.74M
May 09, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	76.13	26.32K	2M	1.67M
May 06, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	76.38	13.11K	1M	1.7M
May 06, 2024	SCHWAB CHARLES R.	SALE	76.40	65.79K	5.03M	60.91M
May 03, 2024	SCHWAB CHARLES R.	SALE	75.51	66.23K	5M	60.97M
Apr 29, 2024	SCHWAB CHARLES R.	SALE	74.78	59.91K	4.48M	61.04M
Apr 26, 2024	SCHWAB CHARLES R.	SALE	74.96	59.91K	4.49M	61.1M
Apr 24, 2024	CRAWFORD PETER B.	SALE	75.51	5.48K	413.85K	60.57K
Apr 22, 2024	SCHWAB CHARLES R.	SALE	74.62	89.28K	6.66M	30.64M
Apr 19, 2024	ELLIS STEPHEN A	SALE	73.20	14.75K	1.08M	108.57K
Apr 19, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	73.16	3.6K	263.37K	577.86K
Apr 18, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	73.47	7.48K	549.67K	1.72M
Apr 18, 2024	CRAWFORD PETER B.	SALE	73.46	5.48K	402.71K	60.57K
Apr 16, 2024	MARTINETTO JOSEPH R	SALE	70.83	43K	3.05M	41.41K
Apr 16, 2024	CRAWFORD PETER B.	SALE	71.02	6.11K	434.22K	60.57K
Apr 16, 2024	MORGAN PETER J. III	SALE	72.23	24.52K	1.77M	0
Apr 16, 2024	SARIN ARUN	SALE	71.11	5.01K	356.32K	18.62K
Apr 16, 2024	GOLDFARB MARK A	SALE	71.48	400	28.59K	19.92K
Apr 16, 2024	MURTAGH NIGEL J	SALE	72.40	10K	723.98K	71.45K
Mar 22, 2024	ADAMS JOHN K JR	SALE	72.64	15.7K	1.14M	44.45K
Mar 21, 2024	CRAIG JONATHAN M.	SALE	70.01	4.98K	348.43K	0
Mar 21, 2024	MURTAGH NIGEL J	SALE	70.03	12.95K	906.69K	81.45K
Mar 21, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	71.28	1.07K	75.98K	581.46K
Mar 06, 2024	CRAIG JONATHAN M.	SALE	68.23	8.14K	555.06K	0
Mar 06, 2024	MURTAGH NIGEL J	SALE	68.23	4.43K	302.49K	81.45K
Feb 28, 2024	SCHWAB-POMERANTZ CAROLYN	SALE	65.28	3.6K	235.02K	585.06K
Feb 28, 2024	CRAWFORD PETER B.	SALE	65.71	5.5K	361.41K	24.11K
Feb 23, 2024	SCHWAB CHARLES R.	SALE	64.72	58.5K	3.79M	61.13M
Feb 22, 2024	SCHWAB CHARLES R.	SALE	64.60	58.5K	3.78M	61.19M
Feb 15, 2024	SCHWAB CHARLES R.	SALE	64.99	71.23K	4.63M	61.25M
Feb 15, 2024	CRAWFORD PETER B.	SALE	64.76	8K	518.08K	29.61K
Feb 01, 2024	HERRINGER FRANK C	SALE	62.25	7.59K	472.28K	167.21K
Jan 24, 2024	SCHWAB CHARLES R.	SALE	63.94	16.39K	1.05M	61.33M
Jan 22, 2024	CRAWFORD PETER B.	SALE	64.49	4K	257.97K	37.61K
Nov 30, 2023	MORGAN PETER J. III	SALE	60.72	7.16K	434.88K	0
Nov 30, 2023	CRAWFORD PETER B.	SALE	60.56	4K	242.23K	41.61K
Nov 30, 2023	SCHWAB-POMERANTZ CAROLYN	SALE	61.28	12.21K	748.11K	1.72M
Nov 03, 2023	CRAWFORD PETER B.	SALE	56.19	3.11K	174.96K	41.61K
Oct 24, 2023	SNEED PAULA A	SALE	49.98	6.92K	345.74K	112.4K
Sep 18, 2023	CRAWFORD PETER B.	SALE	57.31	3.79K	217.31K	44.73K
Aug 29, 2023	MORGAN PETER J. III	SALE	59.61	8K	476.87K	8.01K
Aug 17, 2023	RUFFEL CHARLES A.	PURCHASE	60.55	833	50.44K	3.39K
Jul 26, 2023	SCHWAB CHARLES R.	SALE	66.60	75.76K	5.05M	59.67M
Jul 24, 2023	SCHWAB CHARLES R.	SALE	66.66	72.05K	4.8M	59.75M
May 22, 2023	SCHWAB CHARLES R.	SALE	51.76	77.64K	4.02M	59.77M
Mar 28, 2023	BROWN MARIANNE CATHERINE	PURCHASE	53.47	5K	267.34K	9.98K
Mar 17, 2023	MARTIN-FLICKINGER GERRI	PURCHASE	54.16	3.7K	200.4K	8.46K
Mar 17, 2023	CLARK BERNARD J.	PURCHASE	54.83	5K	274.15K	120.65K
Mar 17, 2023	WURSTER RICHARD A	PURCHASE	54.39	2K	108.77K	101.39K
Mar 16, 2023	GOLDFARB MARK A	PURCHASE	58.37	4K	233.47K	27.02K
Mar 15, 2023	ELLIS STEPHEN A	PURCHASE	58.26	34.39K	2M	99.8K
Mar 14, 2023	ELLIS STEPHEN A	PURCHASE	56.08	6.76K	378.93K	65.41K
Mar 14, 2023	CRAWFORD PETER B.	PURCHASE	57.96	5K	289.78K	44.73K
Mar 14, 2023	RICKETTS TODD M	PURCHASE	56.79	10K	567.86K	230.89K
Mar 14, 2023	BETTINGER WALTER W	PURCHASE	59.31	50K	2.97M	656.5K
Mar 14, 2023	WURSTER RICHARD A	PURCHASE	57.28	5K	286.4K	99.39K
Mar 14, 2023	ADAMS JOHN K JR	PURCHASE	59.31	5K	296.55K	41.96K
Mar 06, 2023	CRAIG JONATHAN M.	SALE	76.33	34.67K	2.65M	11.16K
Feb 24, 2023	MURTAGH NIGEL J	SALE	80.23	10.8K	866.15K	57.32K
Feb 16, 2023	RUFFEL CHARLES A.	SALE	80.88	5.18K	418.66K	12.07K
Feb 14, 2023	SCHWAB CHARLES R.	SALE	80.65	28.78K	2.32M	59.91M
Feb 14, 2023	HERRINGER FRANK C	SALE	80.87	9.14K	739.05K	157.03K
Feb 13, 2023	SCHWAB CHARLES R.	SALE	81.04	95.03K	7.7M	60M
Feb 08, 2023	SCHWAB CHARLES R.	SALE	81.54	62.5K	5.1M	30.73M
Feb 07, 2023	SCHWAB CHARLES R.	SALE	81.07	62.89K	5.1M	30.79M
Feb 06, 2023	SCHWAB CHARLES R.	SALE	80.10	125.78K	10.07M	30.86M
Feb 06, 2023	SNEED PAULA A	SALE	80.00	20.89K	1.67M	116.72K
Feb 03, 2023	SCHWAB CHARLES R.	SALE	79.76	129.03K	10.29M	30.98M
Feb 01, 2023	SCHWAB CHARLES R.	SALE	77.84	121.07K	9.42M	60.22M
Jan 18, 2023	CRAIG JONATHAN M.	SALE	80.83	11.16K	901.94K	0
Nov 18, 2022	SCHWAB CHARLES R.	SALE	79.66	48.08K	3.83M	31.11M
Nov 11, 2022	SCHWAB CHARLES R.	SALE	78.28	48.08K	3.76M	31.16M
Nov 08, 2022	MORGAN PETER J. III	SALE	80.04	1.46K	117.1K	1.8K
Nov 04, 2022	SCHWAB CHARLES R.	SALE	79.22	130.3K	10.32M	69.03M
Nov 02, 2022	SCHWAB-POMERANTZ CAROLYN	SALE	79.29	6.27K	497.16K	1.73M
Nov 01, 2022	SCHWAB CHARLES R.	SALE	79.85	1.4K	111.8K	69.18M
Nov 01, 2022	SCHWAB-POMERANTZ CAROLYN	SALE	79.82	6.27K	500.46K	1.74M
Oct 31, 2022	SCHWAB CHARLES R.	SALE	79.49	135K	10.73M	69.18M
Oct 31, 2022	MORGAN PETER J. III	SALE	80.03	7.32K	585.97K	4.58K
Oct 28, 2022	MURTAGH NIGEL J	SALE	80.00	16.17K	1.29M	68.11K
Oct 28, 2022	SCHWAB-POMERANTZ CAROLYN	SALE	80.30	700	56.21K	1.74M
Oct 28, 2022	CRAIG JONATHAN M.	SALE	79.08	4.02K	317.8K	0
Aug 12, 2022	CRAIG JONATHAN M.	SALE	75.00	8.03K	602.41K	4.02K
Jul 28, 2022	SCHWAB CHARLES R.	SALE	65.36	149.6K	9.78M	69.75M
Jul 21, 2022	SCHWAB CHARLES R.	SALE	62.52	120K	7.5M	70.49M
Jul 20, 2022	SCHWAB CHARLES R.	SALE	62.70	120K	7.52M	71.08M
May 26, 2022	SCHWAB CHARLES R.	SALE	68.96	147.28K	10.16M	74.42M
Apr 28, 2022	BETTINGER WALTER W	PURCHASE	67.07	63.19K	4.24M	432.63K
Apr 27, 2022	BETTINGER WALTER W	PURCHASE	68.55	4.34K	297.57K	359.71K
Apr 26, 2022	BETTINGER WALTER W	PURCHASE	68.55	26.11K	1.79M	355.37K
Apr 25, 2022	BETTINGER WALTER W	PURCHASE	69.49	36.64K	2.55M	329.27K
Apr 07, 2022	CRAIG JONATHAN M.	SALE	80.02	4.02K	321.38K	12.05K
Mar 22, 2022	CRAWFORD PETER B.	SALE	91.00	3.11K	283.37K	16.11K
Mar 16, 2022	CRAWFORD PETER B.	SALE	87.01	3.11K	270.96K	19.23K
Feb 22, 2022	SCHWAB CHARLES R.	SALE	85.95	78.43K	6.74M	75.08M
Feb 17, 2022	SCHWAB CHARLES R.	SALE	86.63	58.14K	5.04M	75.2M
Feb 10, 2022	SCHWAB CHARLES R.	SALE	95.50	30.87K	2.95M	75.5M
Feb 09, 2022	WURSTER RICHARD A	SALE	94.62	61.42K	5.81M	86.95K
Feb 08, 2022	MORGAN PETER J. III	SALE	94.04	4.48K	421.32K	4.58K
Feb 07, 2022	CRAWFORD PETER B.	SALE	93.11	7.5K	698.33K	13K
Feb 07, 2022	SCHWAB CHARLES R.	SALE	92.59	119.28K	11.04M	75.53M
Feb 03, 2022	SCHWAB CHARLES R.	SALE	90.20	119.28K	10.76M	75.65M
Feb 02, 2022	SCHWAB CHARLES R.	SALE	89.75	119.28K	10.71M	75.77M
Feb 01, 2022	SCHWAB CHARLES R.	SALE	89.43	1.42K	126.99K	75.89M
Feb 01, 2022	CRAWFORD PETER B.	SALE	89.38	6K	536.26K	15K
Jan 31, 2022	MORGAN PETER J. III	SALE	87.14	2.24K	195.1K	4.58K
Jan 12, 2022	CRAIG JONATHAN M.	SALE	95.00	4.98K	472.72K	0
Jan 10, 2022	SCHWAB CHARLES R.	SALE	90.07	60K	5.4M	30.9M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES633.12K28

NET SHARES-633.12K28

NO. OF SHARES HELD487.84M28

% NET SHARES-100.13%0%

SCHW Stock Ownership Breakdown

The Charles Schwab Corporation

SCHW Stock Outstanding Shares

Market Insider SCHW

Institutional Ownership

SCHW Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

SCHW Stock Outstanding Shares

Market Insider SCHW

Institutional Ownership

SCHW Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions