Institutional shares held 1.44 Billion
16.9M calls
22.3M puts
Total value of holdings $107B
$1.26B calls
$1.67B puts
Market Cap $136B
1,817,789,952 Shares Out.
Institutional ownership 79.08%
# of Institutions 2,081


Latest Institutional Activity in SCHW

Top Purchases

Q3 2024
Artisan Partners Limited Partnership Shares Held: 18.1M ($1.36B)
Q3 2024
Vanguard Group Inc Shares Held: 127M ($9.52B)
Q3 2024
Jpmorgan Chase & CO Shares Held: 48.2M ($3.6B)
Q3 2024
Dodge & Cox Shares Held: 89.6M ($6.69B)
Q3 2024
Generation Investment Management LLP Shares Held: 12.2M ($910M)

Top Sells

Q3 2024
Toronto Dominion Bank Shares Held: 185M ($13.9B)
Q3 2024
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main Shares Held: 3.05M ($228M)
Q3 2024
Wellington Management Group LLP Shares Held: 2.92M ($218M)
Q3 2024
Schroder Investment Management Group Shares Held: 573K ($42.8M)
Q3 2024
Millennium Management LLC Shares Held: 1.65M ($123M)

About SCHW

The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.


Insider Transactions at SCHW

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
1.33M Shares
From 38 Insiders
Grant, award, or other acquisition 940K shares
Exercise of conversion of derivative security 352K shares
Open market or private purchase 35K shares
Sell / Disposition
2.1M Shares
From 35 Insiders
Open market or private sale 1.37M shares
Payment of exercise price or tax liability 402K shares
Bona fide gift 322K shares

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