A radical, potentially game-changing technology that threatens to destroy the trillion-dollar, “green energy” grift of the elites. And yet, while it threatens their wealth and power, it could be transformational for both the U.S. economy and your wealth.

One company holds a near-total monopoly on it.

SCHW Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 6.60%

Insider Buying (Last 12 Months): $50,438.15

Insider Selling (Last 12 Months): $72,241,634.50

Charles Schwab Insider Trading History Chart

Charles Schwab Share Price & Price History

^$78.78

▲ +0.74 (0.95%)

As of 05/17/2024 01:00 AM ET

Days: 30 | 90 | 365

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Charles Schwab Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
5/14/2024	Charles R Schwab	Chairman	Sell	65,360	$76.89	$5,025,530.40	60,741,536
5/9/2024	Carolyn Schwab-Pomerantz	Director	Sell	26,315	$76.13	$2,003,360.95	1,674,571
5/6/2024	Carolyn Schwab-Pomerantz	Director	Sell	13,113	$76.38	$1,001,570.94	1,700,886
5/6/2024	Charles R Schwab	Chairman	Sell	65,790	$76.40	$5,026,356.00	60,906,686
5/3/2024	Charles R Schwab	Chairman	Sell	66,225	$75.51	$5,000,649.75	60,972,476
4/29/2024	Charles R Schwab	Chairman	Sell	59,906	$74.78	$4,479,770.68	61,038,701
4/26/2024	Charles R Schwab	Chairman	Sell	59,905	$74.96	$4,490,478.80	61,098,607
4/24/2024	Peter B. Crawford	CFO	Sell	5,481	$75.51	$413,870.31	60,567
4/22/2024	Charles R Schwab	Chairman	Sell	89,275	$74.62	$6,661,700.50	30,641,981
4/18/2024	Carolyn Schwab-Pomerantz	Director	Sell	7,482	$73.47	$549,702.54	1,719,399
4/18/2024	Peter B. Crawford	CFO	Sell	5,482	$73.46	$402,707.72	60,567
4/16/2024	Joseph R. Martinetto	COO	Sell	43,000	$70.83	$3,045,690.00	41,414
4/16/2024	Mark A Goldfarb	Director	Sell	7,100	$70.86	$503,106.00	19,917
4/16/2024	Nigel J. Murtagh	Insider	Sell	10,000	$72.40	$724,000.00	71,446
4/16/2024	Peter B. Crawford	CFO	Sell	6,114	$71.02	$434,216.28	60,567
4/16/2024	Peter J. Morgan III	General Counsel	Sell	24,520	$72.23	$1,771,079.60
3/21/2024	Carolyn Schwab-Pomerantz	Director	Sell	9,000	$70.87	$637,830.00	581,457
3/21/2024	Jonathan M. Craig	insider	Sell	4,977	$70.01	$348,439.77	81,446
3/6/2024	Nigel J. Murtagh	Insider	Sell	29,991	$67.80	$2,033,389.80	81,446
2/28/2024	Carolyn Schwab-Pomerantz	Director	Sell	9,000	$65.29	$587,610.00	585,057
2/28/2024	Peter B. Crawford	CFO	Sell	5,500	$65.71	$361,405.00	24,111
2/22/2024	Charles R Schwab	Chairman	Sell	58,500	$64.60	$3,779,100.00	61,192,538
2/15/2024	Charles R Schwab	Chairman	Sell	71,226	$64.99	$4,628,977.74	61,251,038
2/15/2024	Peter B. Crawford	CFO	Sell	8,000	$64.76	$518,080.00	29,611
1/24/2024	Charles R Schwab	Chairman	Sell	16,390	$63.94	$1,047,976.60	61,331,688
1/22/2024	Peter B. Crawford	CFO	Sell	4,000	$64.49	$257,960.00	37,611
11/30/2023	Carolyn Schwab-Pomerantz	Director	Sell	12,208	$61.28	$748,106.24	1,722,400
11/30/2023	Peter B. Crawford	CFO	Sell	4,000	$60.56	$242,240.00	41,611
11/30/2023	Peter J. Morgan III	General Counsel	Sell	7,162	$60.72	$434,876.64
11/3/2023	Peter B. Crawford	CFO	Sell	3,114	$56.19	$174,975.66	41,611
10/24/2023	Paula A. Sneed	Director	Sell	6,918	$49.98	$345,761.64	112,398
9/18/2023	Peter B. Crawford	CFO	Sell	3,792	$57.31	$217,319.52	44,725
8/29/2023	Peter J. Morgan, III	General Counsel	Sell	8,000	$59.61	$476,880.00	8,014
8/17/2023	Charles A. Ruffel	Director	Buy	833	$60.55	$50,438.15	3,386
7/26/2023	Charles R Schwab	Chairman	Sell	75,760	$66.60	$5,045,616.00	59,672,778
7/24/2023	Charles R Schwab	Chairman	Sell	72,047	$66.66	$4,802,653.02	59,748,538
5/22/2023	Charles R Schwab	Chairman	Sell	77,640	$51.76	$4,018,646.40	59,771,278
3/28/2023	Marianne Catherine Brown	Director	Buy	5,000	$53.47	$267,350.00	9,984
3/17/2023	Bernard J. Clark	Insider	Buy	5,000	$54.83	$274,150.00	120,653
3/17/2023	Richard A. Wurster	President	Buy	2,000	$54.39	$108,780.00	101,391
3/16/2023	Mark A Goldfarb	Director	Buy	4,000	$58.37	$233,480.00	27,017
3/14/2023	Peter B. Crawford	CFO	Buy	5,000	$57.96	$289,800.00	44,725
3/14/2023	Todd M. Ricketts	Director	Buy	10,000	$56.79	$567,900.00	230,892
3/14/2023	Walter W. Bettinger	CEO	Buy	50,000	$59.31	$2,965,500.00	656,501
3/6/2023	Jonathan M Craig	Insider	Sell	34,667	$76.33	$2,646,132.11	11,159
2/24/2023	Nigel J. Murtagh	Insider	Sell	10,796	$80.23	$866,163.08	57,322
2/16/2023	Charles A. Ruffel	Director	Sell	5,176	$80.88	$418,634.88	12,073
2/14/2023	Frank C. Herringer	Director	Sell	9,139	$80.87	$739,070.93	157,026
2/13/2023	Charles R Schwab	Chairman	Sell	95,030	$81.04	$7,701,231.20	60,002,584
2/8/2023	Charles R Schwab	Chairman	Sell	62,500	$81.54	$5,096,250.00	30,731,256
2/6/2023	Charles R Schwab	Chairman	Sell	188,670	$80.07	$15,106,806.90	30,856,646
2/6/2023	Paula A. Sneed	Director	Sell	20,888	$80.00	$1,671,040.00	116,723
2/3/2023	Charles R Schwab	Chairman	Sell	129,030	$79.76	$10,291,432.80	30,982,426
2/1/2023	Charles R Schwab	Chairman	Sell	121,066	$77.84	$9,423,777.44	60,223,399
1/18/2023	Jonathan M. Craig	Insider	Sell	51,144	$80.30	$4,106,863.20
11/18/2022	Charles R Schwab	Chairman	Sell	132,050	$79.66	$10,519,103.00	31,111,456
11/11/2022	Charles R Schwab	Chairman	Sell	132,050	$78.29	$10,338,194.50	31,159,531
11/8/2022	Peter J. Morgan, III	EVP	Sell	1,463	$80.04	$117,098.52	1,803
11/4/2022	Charles R Schwab	Chairman	Sell	135,000	$79.26	$10,700,100.00	69,022,467
11/1/2022	Carolyn Schwab-Pomerantz	Director	Sell	6,270	$79.82	$500,471.40	1,739,557
10/31/2022	Charles R Schwab	Chairman	Sell	135,000	$79.49	$10,731,150.00	69,184,882
10/31/2022	Peter J. Morgan, III	EVP	Sell	7,322	$80.03	$585,979.66	4,578
10/28/2022	Carolyn Schwab-Pomerantz	Director	Sell	31,950	$80.01	$2,556,319.50	596,456
10/28/2022	Jonathan M Craig	Insider	Sell	4,019	$79.08	$317,822.52
10/28/2022	Nigel J. Murtagh	EVP	Sell	16,169	$80.00	$1,293,520.00	51,798
8/12/2022	Jonathan M Craig	Insider	Sell	8,032	$75.00	$602,400.00	4,019
7/28/2022	Charles R Schwab	Chairman	Sell	149,600	$65.36	$9,777,856.00	69,749,230
7/20/2022	Charles R Schwab	Chairman	Sell	120,000	$62.70	$7,524,000.00	71,083,305
4/29/2022	Walter W. Bettinger	CEO	Buy	63,188	$67.07	$4,238,019.16	432,625
4/27/2022	Walter W. Bettinger	CEO	Buy	4,341	$68.55	$297,575.55	359,714
4/25/2022	Walter W. Bettinger	CEO	Buy	36,640	$69.49	$2,546,113.60	329,265
4/7/2022	Jonathan M Craig	EVP	Sell	4,016	$80.02	$321,360.32
3/16/2022	Peter B. Crawford	CFO	Sell	3,114	$87.01	$270,949.14
2/22/2022	Charles R Schwab	Chairman	Sell	156,860	$85.93	$13,478,979.80
2/17/2022	Charles R Schwab	Chairman	Sell	58,140	$86.63	$5,036,668.20
2/10/2022	Charles R Schwab	Chairman	Sell	30,873	$95.50	$2,948,371.50
2/9/2022	Richard A. Wurster	President	Sell	61,423	$94.62	$5,811,844.26
2/8/2022	Peter J. Morgan, III	EVP	Sell	4,480	$94.04	$421,299.20
2/7/2022	Charles R Schwab	Chairman	Sell	119,280	$92.59	$11,044,135.20
2/7/2022	Peter B. Crawford	CFO	Sell	7,500	$93.11	$698,325.00
2/3/2022	Charles R Schwab	Chairman	Sell	119,280	$90.20	$10,759,056.00
2/1/2022	Charles R Schwab	Chairman	Sell	1,420	$89.43	$126,990.60
2/1/2022	Peter B. Crawford	CFO	Sell	6,000	$89.38	$536,280.00
1/31/2022	Peter J. Morgan, III	EVP	Sell	2,239	$87.14	$195,106.46
1/12/2022	Jonathan M Craig	EVP	Sell	4,976	$95.00	$472,720.00
1/10/2022	Charles R Schwab	Chairman	Sell	60,000	$90.07	$5,404,200.00
12/27/2021	Charles R Schwab	Chairman	Sell	60,000	$85.43	$5,125,800.00
12/20/2021	Charles R Schwab	Chairman	Sell	60,000	$80.61	$4,836,600.00
11/22/2021	Charles R Schwab	Chairman	Sell	49,100	$82.43	$4,047,313.00
11/22/2021	Joan Dea	Director	Sell	1,250	$82.64	$103,300.00
11/18/2021	Charles R Schwab	Chairman	Sell	49,100	$81.90	$4,021,290.00
11/15/2021	Charles R Schwab	Chairman	Sell	49,100	$81.97	$4,024,727.00
11/8/2021	Charles R Schwab	Chairman	Sell	1,973	$81.75	$161,292.75
11/1/2021	Charles R Schwab	Chairman	Sell	61,350	$81.67	$5,010,454.50
10/29/2021	Charles R Schwab	Chairman	Sell	150,000	$82.02	$12,303,000.00
10/27/2021	Charles R Schwab	Chairman	Sell	768	$83.00	$63,744.00
10/25/2021	Bernard J. Clark	EVP	Sell	300	$84.00	$25,200.00
10/25/2021	Charles R Schwab	Chairman	Sell	23,698	$83.05	$1,968,118.90
10/25/2021	Joseph R. Martinetto	COO	Sell	230	$83.99	$19,317.70
10/22/2021	Charles R Schwab	Chairman	Sell	120,000	$82.56	$9,907,200.00
10/22/2021	Nigel J. Murtagh	EVP	Sell	28,000	$83.26	$2,331,280.00
10/22/2021	Peter B. Crawford	CFO	Sell	11,000	$83.38	$917,180.00
10/20/2021	Charles R Schwab	Chairman	Sell	185,250	$81.18	$15,038,595.00
10/19/2021	Walter W. Bettinger	CEO	Sell	245,239	$81.12	$19,893,787.68
10/18/2021	Charles R Schwab	Chairman	Sell	13,000	$80.34	$1,044,420.00
10/18/2021	Christopher V. Dodds	Director	Sell	11,094	$80.38	$891,735.72
10/15/2021	Joseph R. Martinetto	COO	Sell	35,515	$80.53	$2,860,022.95
10/11/2021	Bernard J. Clark	EVP	Sell	29,977	$78.16	$2,343,002.32
10/11/2021	Charles R Schwab	Chairman	Sell	28,000	$78.50	$2,198,000.00
10/11/2021	Joseph R. Martinetto	COO	Sell	25,484	$78.05	$1,989,026.20
10/4/2021	Charles R Schwab	Chairman	Sell	28,000	$74.47	$2,085,160.00
9/28/2021	Jonathan M Craig	EVP	Sell	902	$77.96	$70,319.92
9/27/2021	Charles R Schwab	Chairman	Sell	28,000	$77.04	$2,157,120.00
9/22/2021	Charles R Schwab	Chairman	Sell	14,000	$70.02	$980,280.00
9/13/2021	Charles R Schwab	Chairman	Sell	21,691	$71.80	$1,557,413.80
9/7/2021	Charles R Schwab	Chairman	Sell	28,000	$71.91	$2,013,480.00
8/30/2021	Charles R Schwab	Chairman	Sell	28,000	$75.10	$2,102,800.00
8/27/2021	Peter J. Morgan, III	EVP	Sell	1,043	$75.58	$78,829.94	8,358
8/25/2021	Charles R Schwab	Chairman	Sell	70,000	$74.49	$5,214,300.00
8/25/2021	Nigel J. Murtagh	EVP	Sell	25,000	$74.76	$1,869,000.00	82,484
8/23/2021	Charles R Schwab	Chairman	Sell	28,000	$72.31	$2,024,680.00
8/23/2021	Paula A. Sneed	Director	Sell	26,925	$72.48	$1,951,524.00
8/23/2021	Peter B. Crawford	CFO	Sell	4,500	$72.42	$325,890.00
8/16/2021	Charles R Schwab	Chairman	Sell	28,000	$72.54	$2,031,120.00
8/13/2021	Charles R Schwab	Chairman	Sell	70,000	$74.14	$5,189,800.00
8/9/2021	Charles R Schwab	Chairman	Sell	28,000	$71.92	$2,013,760.00
8/6/2021	Charles R Schwab	Chairman	Sell	81,400	$71.21	$5,796,494.00
7/21/2021	Charles R Schwab	Chairman	Sell	2,600	$70.00	$182,000.00
7/12/2021	Charles R Schwab	Chairman	Sell	25,701	$70.94	$1,823,228.94
7/6/2021	Charles R Schwab	Chairman	Sell	16,400	$71.82	$1,177,848.00
6/28/2021	Charles R Schwab	Chairman	Sell	28,000	$72.99	$2,043,720.00
6/21/2021	Charles R Schwab	Chairman	Sell	28,000	$71.30	$1,996,400.00
6/14/2021	Charles R Schwab	Chairman	Sell	28,000	$73.05	$2,045,400.00
6/7/2021	Charles R Schwab	Chairman	Sell	28,000	$75.43	$2,112,040.00
6/3/2021	Jonathan M Craig	EVP	Sell	12,500	$75.90	$948,750.00
6/3/2021	Peter B. Crawford	CFO	Sell	8,500	$75.52	$641,920.00
6/1/2021	Charles R Schwab	Chairman	Sell	28,000	$74.71	$2,091,880.00
5/28/2021	William S Haraf	Director	Sell	7,835	$73.96	$579,476.60	40,336
5/27/2021	Jonathan M. Craig	EVP	Sell	12,500	$73.99	$924,875.00	82,484
5/24/2021	Peter B. Crawford	CFO	Sell	12,000	$73.00	$876,000.00	798

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SEC Filings (Institutional Ownership Changes) for Charles Schwab (NYSE:SCHW)

84.38% of Charles Schwab stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Charles Schwab Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/17/2024	Citizens Financial Group Inc. RI	95,457	$6.91M	0.2%	-3.8%	0.005%
5/17/2024	Kozak & Associates Inc.	131,482	$10.26M	2.8%	+5.9%	0.007%
5/17/2024	Lummis Asset Management LP	11,936	$0.86M	1.2%	-41.0%	0.001%
5/17/2024	New Covenant Trust Company N.A.	1,077	$78K	0.1%	N/A	0.000%
5/17/2024	Plato Investment Management Ltd	23,898	$1.73M	0.2%	+806.6%	0.001%
5/17/2024	iA Global Asset Management Inc.	191,860	$13.88M	0.2%	-36.7%	0.011%
5/17/2024	Garner Asset Management Corp	17,862	$1.29M	0.6%	+15.8%	0.001%
5/17/2024	KLCM Advisors Inc.	4,538	$0.33M	0.0%	+41.6%	0.000%
5/17/2024	Tandem Capital Management Corp ADV	49,065	$3.55M	2.0%	+8.8%	0.003%
5/17/2024	First Western Trust Bank	81,914	$5.93M	0.3%	-4.8%	0.005%
5/17/2024	Beacon Capital Management LLC	420	$30K	0.0%	-35.2%	0.000%
5/17/2024	Semmax Financial Advisors Inc.	50,276	$3.77M	1.2%	+14.7%	0.003%
5/17/2024	Comerica Bank	366,519	$26.51M	0.1%	+0.7%	0.021%
5/17/2024	Tidal Investments LLC	145,070	$10.50M	0.2%	+29.4%	0.008%
5/17/2024	Motley Fool Asset Management LLC	53,841	$3.90M	0.2%	+7.2%	0.003%
5/16/2024	California State Teachers Retirement System	2,423,992	$175.35M	0.2%	+0.6%	0.136%
5/16/2024	Meiji Yasuda Life Insurance Co	35,039	$2.54M	0.1%	+2.4%	0.002%
5/16/2024	B. Riley Wealth Advisors Inc.	39,956	$2.89M	0.1%	+4.9%	0.002%
5/16/2024	Vancity Investment Management Ltd	252,097	$18.24M	2.2%	+3.1%	0.014%
5/16/2024	Dynasty Wealth Management LLC	11,702	$0.85M	0.0%	N/A	0.001%
5/16/2024	Sweeney & Michel LLC	4,691	$0.36M	0.2%	N/A	0.000%
5/16/2024	Industrial Alliance Investment Management Inc.	8,007	$0.58M	0.2%	+4.4%	0.000%
5/16/2024	Jacobs Levy Equity Management Inc.	1,293,336	$93.56M	0.4%	+3.2%	0.073%
5/16/2024	Janus Henderson Group PLC	8,461,082	$612.07M	0.3%	-1.3%	0.476%
5/16/2024	Bayesian Capital Management LP	75,000	$5.43M	0.5%	+286.6%	0.004%
5/16/2024	BlueMar Capital Management LLC	21,832	$1.58M	2.7%	-1.5%	0.001%
5/16/2024	Waverly Advisors LLC	24,881	$1.80M	0.0%	-3.2%	0.001%
5/16/2024	Silvercrest Asset Management Group LLC	34,743	$2.51M	0.0%	-5.8%	0.002%
5/15/2024	Ascent Group LLC	71,741	$5.19M	0.5%	+7.5%	0.004%
5/15/2024	SVB Wealth LLC	112,437	$8.13M	0.2%	-8.6%	0.006%
5/15/2024	Mount Yale Investment Advisors LLC	31,797	$2.30M	0.2%	+8.1%	0.002%
5/15/2024	Public Employees Retirement System of Ohio	697,284	$50.44M	0.2%	-6.8%	0.039%
5/15/2024	Public Employees Retirement Association of Colorado	215,503	$15.59M	0.1%	-4.5%	0.012%
5/15/2024	Bamco Inc. NY	7,432,213	$537.65M	1.4%	-8.6%	0.418%
5/15/2024	Kentucky Retirement Systems Insurance Trust Fund	49,112	$3.55M	0.2%	-7.4%	0.003%
5/15/2024	Kentucky Retirement Systems	113,019	$8.18M	0.2%	-5.1%	0.006%
5/15/2024	Price T Rowe Associates Inc. MD	72,306,560	$5.23B	0.6%	+4.2%	4.068%
5/15/2024	BOKF NA	20,069	$1.45M	0.0%	+33.9%	0.001%
5/15/2024	Steel Grove Capital Advisors LLC	7,100	$0.51M	0.0%	+20.3%	0.000%
5/15/2024	Brown Capital Management LLC	8,743	$0.63M	0.0%	-5.0%	0.000%
5/15/2024	Hyperion Capital Advisors LP	150,010	$10.85M	5.1%	-2.9%	0.008%
5/15/2024	Lazard Asset Management LLC	7,305,050	$528.45M	0.6%	+8.9%	0.411%
5/15/2024	LRI Investments LLC	2,068	$0.15M	0.0%	N/A	0.000%
5/15/2024	1832 Asset Management L.P.	63,681	$4.61M	0.0%	-0.7%	0.004%
5/15/2024	Linscomb Wealth Inc.	35,308	$2.55M	0.1%	-0.4%	0.002%
5/15/2024	Truvestments Capital LLC	1,359	$98K	0.0%	-9.2%	0.000%
5/15/2024	Cloverfields Capital Group LP	93,569	$6.77M	2.3%	+26.9%	0.005%
5/15/2024	Gabelli Funds LLC	52,350	$3.79M	0.0%	+5.8%	0.003%
5/15/2024	Gamco Investors INC. ET AL	30,250	$2.19M	0.0%	-11.3%	0.002%
5/15/2024	Envoi LLC	4,325	$0.31M	0.7%	N/A	0.000%
5/14/2024	Canada Pension Plan Investment Board	1,507,634	$109.06M	0.1%	+81.6%	0.085%
5/14/2024	Westwood Holdings Group Inc.	1,498,929	$108.43M	0.9%	+231.2%	0.084%
5/14/2024	JT Stratford LLC	13,721	$0.99M	0.2%	+1.8%	0.001%
5/14/2024	Toronto Dominion Bank	226,085,359	$16.36B	25.6%	+0.0%	12.721%
5/14/2024	Capital International Investors	1,125,330	$81.41M	0.0%	+47.6%	0.063%
5/14/2024	Atalanta Sosnoff Capital LLC	1,060,466	$76.71M	1.8%	-8.9%	0.060%
5/14/2024	Sheaff Brock Investment Advisors LLC	8,260	$0.60M	0.0%	-9.4%	0.000%
5/14/2024	Stamos Capital Partners L.P.	7,040	$0.51M	0.1%	-1.9%	0.000%
5/14/2024	Ariel Investments LLC	831,990	$60.19M	0.6%	-13.5%	0.047%
5/14/2024	Heron Bay Capital Management	286,676	$20.74M	4.4%	+0.3%	0.016%
5/14/2024	Advisors Asset Management Inc.	23,745	$1.72M	0.0%	-18.7%	0.001%
5/14/2024	Axxcess Wealth Management LLC	11,690	$0.85M	0.0%	-27.7%	0.001%
5/14/2024	EP Wealth Advisors LLC	27,504	$1.99M	0.0%	-8.5%	0.002%
5/14/2024	Delta Global Management LP	161,052	$11.65M	0.9%	+189.9%	0.009%
5/14/2024	Delap Wealth Advisory LLC	4,498	$0.33M	0.1%	N/A	0.000%
5/14/2024	LGT Group Foundation	12,361	$0.89M	0.0%	+4.6%	0.001%
5/14/2024	Shell Asset Management Co.	28,445	$2.06M	0.1%	-64.1%	0.002%
5/14/2024	Elgethun Capital Management	141,989	$10.29M	2.6%	-0.2%	0.008%
5/14/2024	Titan Global Capital Management USA LLC	305,556	$22.10M	3.5%	+1.9%	0.017%
5/14/2024	Burns Matteson Capital Management LLC	15,384	$1.11M	0.6%	+18.2%	0.001%
5/14/2024	Ossiam	163,666	$11.84M	0.2%	-74.0%	0.009%
5/14/2024	Natixis	7,236	$0.52M	0.0%	N/A	0.000%
5/14/2024	Pitcairn Co.	11,072	$0.80M	0.1%	+10.1%	0.001%
5/14/2024	Healthcare of Ontario Pension Plan Trust Fund	1,459,268	$105.56M	0.4%	N/A	0.082%
5/14/2024	CANADA LIFE ASSURANCE Co	1,014,539	$73.42M	0.1%	-7.5%	0.057%
5/14/2024	American International Group Inc.	419,449	$30.34M	0.1%	-0.6%	0.024%
5/14/2024	Lake Street Advisors Group LLC	13,187	$0.95M	0.0%	+28.7%	0.001%
5/13/2024	Bessemer Group Inc.	365,888	$26.47M	0.0%	+7.2%	0.021%
5/13/2024	Thornburg Investment Management Inc.	998,220	$72.21M	1.0%	0.0%	0.056%
5/13/2024	Index Fund Advisors Inc.	8,704	$0.63M	0.0%	+12.4%	0.000%
5/13/2024	UniSuper Management Pty Ltd	439,439	$31.79M	0.3%	+5.4%	0.025%
5/13/2024	Clearbridge Investments LLC	3,192,696	$230.96M	0.2%	-2.9%	0.180%
5/13/2024	O Shaughnessy Asset Management LLC	83,207	$6.02M	0.1%	+26.5%	0.005%
5/13/2024	Ameritas Investment Partners Inc.	16,097	$1.16M	0.0%	-2.7%	0.001%
5/13/2024	Rockport Wealth LLC	8,490	$0.61M	0.2%	N/A	0.000%
5/13/2024	Secured Retirement Advisors LLC	23,653	$1.71M	1.4%	+10.1%	0.001%
5/11/2024	Lcnb Corp	6,944	$0.50M	0.2%	N/A	0.000%
5/11/2024	Davis R M Inc.	14,379	$1.04M	0.0%	-11.4%	0.001%
5/11/2024	Covestor Ltd	857	$62K	0.0%	-20.5%	0.000%
5/11/2024	Cynosure Group LLC	11,015	$0.80M	0.1%	-3.3%	0.001%
5/11/2024	Ironwood Investment Counsel LLC	128,841	$9.32M	1.6%	+2.0%	0.007%
5/11/2024	Catalytic Wealth RIA LLC	5,115	$0.37M	0.1%	N/A	0.000%
5/11/2024	Cercano Management LLC	1,193,012	$86.30M	2.4%	+5.3%	0.067%
5/11/2024	Patten & Patten Inc. TN	40,270	$2.91M	0.2%	+9.8%	0.002%
5/10/2024	Allstate Corp	4,521	$0.33M	0.0%	+5.0%	0.000%
5/10/2024	Osaic Holdings Inc.	324,035	$23.44M	0.1%	-24.4%	0.018%
5/10/2024	Acadian Asset Management LLC	1,925	$0.14M	0.0%	-92.1%	0.000%
5/10/2024	Fiducient Advisors LLC	3,654	$0.26M	0.1%	N/A	0.000%
5/10/2024	Vanguard Group Inc.	120,963,133	$8.75B	0.2%	+0.9%	6.811%
5/10/2024	Cornerstone Advisors LLC	111,900	$8.10M	0.3%	+3.2%	0.006%

Data available starting January 2016

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It also provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Today's Range

Now: $78.78

$77.77

$79.22

50 Day Range

MA: $72.74

$66.49

$78.78

52 Week Range

Now: $78.78

$48.66

$79.22

Volume

6,467,194 shs

Average Volume

6,665,524 shs

Market Capitalization

$140.01 billion

P/E Ratio

32.96

Dividend Yield

1.28%

Beta

0.98

Who are the company insiders with the largest holdings of Charles Schwab?: Charles Schwab's top insider shareholders include:
Charles R Schwab (Chairman)
Carolyn Schwab-Pomerantz (Director)
Walter W Bettinger (CEO)
Todd M Ricketts (Director)
Frank C Herringer (Director)
Bernard J Clark (Insider)
Paula A Sneed (Director)
Richard A Wurster (President)
Jonathan M Craig (Insider)
Nigel J Murtagh (Insider)
Peter B Crawford (CFO)
Nigel J Murtagh (EVP)
Joseph R Martinetto (COO)
Mark A Goldfarb (Director)
Charles A Ruffel (Director)
Jonathan M Craig (Insider)
Marianne Catherine Brown (Director)
Peter J Morgan III (General Counsel)
Peter J Morgan III (EVP)
Peter J Morgan III (General Counsel)
Learn More about top insider investors at Charles Schwab.
Who are the major institutional investors of Charles Schwab?: Charles Schwab's top institutional investors include:
Toronto Dominion Bank — 12.72%
Vanguard Group Inc. — 6.81%
Price T Rowe Associates Inc. MD — 4.07%
Flossbach Von Storch AG — 0.80%
Bank of New York Mellon Corp — 0.63%
Janus Henderson Group PLC — 0.48%
Learn More about top institutional investors of Charles Schwab stock.
Which major investors are selling Charles Schwab stock?: In the previous quarter, SCHW stock was sold by these institutional investors:
Baillie Gifford & Co.
Flossbach Von Storch AG
Bamco Inc. NY
Mitsubishi UFJ Trust & Banking Corp
Bank of New York Mellon Corp
Assenagon Asset Management S.A.
Ossiam
Intermede Investment Partners Ltd
In the last year, company insiders that have sold Charles Schwab company stock include:
Charles R Schwab (Chairman)
Carolyn Schwab-Pomerantz (Director)
Walter W Bettinger (CEO)
Todd M Ricketts (Director)
Frank C Herringer (Director)
Bernard J Clark (Insider)
Paula A Sneed (Director)
Richard A Wurster (President)
Jonathan M Craig (Insider)
Nigel J Murtagh (Insider)
Learn More investors selling Charles Schwab stock.
Which major investors are buying Charles Schwab stock?: In the previous quarter, SCHW stock was purchased by institutional investors including:
Price T Rowe Associates Inc. MD
Mondrian Investment Partners LTD
Healthcare of Ontario Pension Plan Trust Fund
Westwood Holdings Group Inc.
Vanguard Group Inc.
Canada Pension Plan Investment Board
Lazard Asset Management LLC
Principal Financial Group Inc.
During the previous year, these company insiders have bought Charles Schwab stock:
Charles R Schwab (Chairman)
Carolyn Schwab-Pomerantz (Director)
Walter W Bettinger (CEO)
Todd M Ricketts (Director)
Frank C Herringer (Director)
Bernard J Clark (Insider)
Paula A Sneed (Director)
Richard A Wurster (President)
Learn More investors buying Charles Schwab stock.

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