Missed Nvidia? Buy Elon Musk’s “Silent Partner”

In February 2016, when almost nobody was talking about artificial intelligence… I picked Nvidia as one of my favorite stocks. Today, it’s probably the most popular stock in the world. I believe this Elon Musk “silent partner” could be the next big AI winner.

So please click here to see the details because a lot of people could get rich.

SCHW Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 6.60%

Insider Buying (Last 12 Months): $2,277,000.00

Insider Selling (Last 12 Months): $78,497,840.13

Charles Schwab Insider Trading History Chart

Charles Schwab Share Price & Price History

^$74.31

▲ +0.69 (0.94%)

As of 12/20/2024 06:45 PM ET

Days: 30 | 90 | 365

This Crypto Is Set to Explode in December

From Crypto 101 Media | Ad

It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this surge is a massive new blockchain development…

YES, I WANT THE #1 CRYPTO NOW

Charles Schwab Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
11/25/2024	Jonathan S. Beatty	Insider	Sell	2,300	$82.01	$188,623.00	18,069
11/22/2024	Nigel J. Murtagh	Insider	Sell	12,739	$81.17	$1,034,024.63	59,092
11/18/2024	Christopher V. Dodds	Director	Sell	9,284	$81.43	$755,996.12	442,807
11/11/2024	Jonathan S. Beatty	Insider	Sell	2,500	$77.02	$192,550.00	18,069
10/17/2024	Carolyn Schwab-Pomerantz	Director	Sell	29,800	$72.16	$2,150,368.00	551,329
10/16/2024	Charles R Schwab	Chairman	Sell	62,345	$72.52	$4,521,259.40	60,619,371
9/17/2024	Carolyn Schwab-Pomerantz	Director	Sell	9,000	$64.05	$576,450.00	554,929
8/15/2024	Carolyn Schwab-Pomerantz	Director	Sell	12,320	$65.10	$802,032.00	562,129
8/1/2024	Paul V. Woolway	Insider	Sell	1,150	$65.20	$74,980.00	61,887
7/31/2024	Charles R Schwab	Chairman	Sell	67,386	$65.11	$4,387,502.46	60,619,371
7/19/2024	Carolyn Schwab-Pomerantz	Director	Sell	9,000	$61.96	$557,640.00	567,057
7/17/2024	Richard A. Wurster	President	Buy	10,000	$62.05	$620,500.00	144,228
7/17/2024	Walter W. Bettinger	CEO	Buy	25,000	$66.26	$1,656,500.00	827,377
7/11/2024	Jonathan S. Beatty	Insider	Sell	780	$75.00	$58,500.00	18,069
6/20/2024	Carolyn Schwab-Pomerantz	Director	Sell	9,000	$72.49	$652,410.00	570,657
6/12/2024	Bernard J. Clark	Insider	Sell	8,164	$75.00	$612,300.00	121,666
5/28/2024	Bernard J. Clark	Insider	Sell	77,431	$70.94	$5,492,955.14	121,666
5/20/2024	Carolyn Schwab-Pomerantz	Director	Sell	9,000	$78.41	$705,690.00	574,257
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

This Crypto Is Set to Explode in December

From Crypto 101 Media | Ad

It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this surge is a massive new blockchain development…

YES, I WANT THE #1 CRYPTO NOW

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
12/13/2024	Lord Abbett & CO. LLC	3,967,831	$257.16M	0.8%	-0.8%	0.223%
12/13/2024	B. Riley Wealth Advisors Inc.	43,784	$2.80M	0.1%	+75.4%	0.002%
12/11/2024	1ST Source Bank	23,760	$1.54M	0.1%	-2.5%	0.001%
12/10/2024	Birmingham Capital Management Co. Inc. AL	16,675	$1.08M	0.4%	-5.9%	0.001%
12/6/2024	Retirement Systems of Alabama	1,111,755	$72.05M	0.3%	-1.0%	0.062%
12/3/2024	Denver PWM LLC	4,366	$0.28M	0.1%	-5.7%	0.000%
11/29/2024	American Trust	43,338	$2.81M	0.2%	-22.8%	0.002%
11/27/2024	Franklin Resources Inc.	24,261,234	$1.64B	0.5%	+15.0%	1.363%
11/26/2024	Asset Advisors Investment Management LLC	166,207	$10.77M	1.1%	-4.5%	0.009%
11/26/2024	Peapack Gladstone Financial Corp	262,079	$16.99M	0.2%	-7.9%	0.015%
11/25/2024	Synovus Financial Corp	67,889	$4.40M	0.1%	+46.0%	0.004%
11/25/2024	Tidal Investments LLC	119,185	$7.72M	0.1%	+8.4%	0.007%
11/25/2024	Destination Wealth Management	16,830	$1.09M	0.0%	-95.0%	0.001%
11/25/2024	Wilmington Savings Fund Society FSB	74,073	$4.80M	0.1%	+69.0%	0.004%
11/25/2024	Sfmg LLC	58,542	$3.79M	0.3%	+2.5%	0.003%
11/25/2024	World Investment Advisors LLC	142,124	$9.21M	0.2%	N/A	0.008%
11/25/2024	Sanctuary Advisors LLC	194,426	$12.60M	0.1%	-15.8%	0.011%
11/22/2024	Sculati Wealth Management LLC	42,988	$2.79M	1.1%	+0.7%	0.002%
11/21/2024	Anchor Investment Management LLC	36,229	$2.35M	0.2%	+11.2%	0.002%
11/20/2024	Bard Financial Services Inc.	31,275	$2.03M	0.2%	-6.0%	0.002%
11/19/2024	Citizens Business Bank	64,948	$4.21M	0.9%	-0.8%	0.004%
11/19/2024	M&T Bank Corp	339,902	$22.03M	0.1%	-23.6%	0.019%
11/19/2024	TCW Group Inc.	50,574	$3.28M	0.0%	-43.0%	0.003%
11/18/2024	TD Private Client Wealth LLC	5,601	$0.36M	0.0%	-50.6%	0.000%
11/18/2024	Hobbs Group Advisors LLC	696	$45K	0.0%	-87.8%	0.000%
11/18/2024	Arete Wealth Advisors LLC	4,949	$0.32M	0.0%	-21.4%	0.000%
11/18/2024	Teachers Retirement System of The State of Kentucky	111,984	$7.26M	0.1%	-54.1%	0.006%
11/18/2024	Sunbelt Securities Inc.	10,950	$0.71M	0.1%	+4.8%	0.001%
11/18/2024	Toronto Dominion Bank	185,425,391	$12.02B	21.2%	-17.9%	10.419%
11/18/2024	Financial Avengers Inc.	167,934	$10.88M	5.4%	-0.3%	0.009%
11/18/2024	Coldstream Capital Management Inc.	19,277	$1.28M	0.0%	+3.5%	0.001%
11/18/2024	Twin Lakes Capital Management LLC	69,931	$4.53M	2.5%	-1.3%	0.004%
11/18/2024	First Dallas Securities Inc.	18,463	$1.20M	0.5%	-23.1%	0.001%
11/16/2024	Geode Capital Management LLC	30,141,441	$1.95B	0.2%	+1.5%	1.694%
11/15/2024	MidWestOne Financial Group Inc.	22,899	$1.48M	0.2%	-7.9%	0.001%
11/15/2024	Greenwood Gearhart Inc.	162,885	$10.56M	0.9%	+9.3%	0.009%
11/15/2024	3Chopt Investment Partners LLC	29,442	$1.91M	0.7%	-10.3%	0.002%
11/15/2024	Brophy Wealth Management LLC	9,655	$0.63M	0.2%	N/A	0.001%
11/15/2024	M&T Bank Corp	339,902	$22.03M	0.1%	-23.6%	0.019%
11/15/2024	Nabity Jensen Investment Management Inc	11,102	$0.72M	0.6%	N/A	0.001%
11/15/2024	Continuum Advisory LLC	8,554	$0.55M	0.1%	+3.8%	0.000%
11/15/2024	LRI Investments LLC	2,271	$0.15M	0.0%	+9.8%	0.000%
11/15/2024	Geller Advisors LLC	7,111	$0.46M	0.0%	-3.3%	0.000%
11/15/2024	Drucker Wealth 3.0 LLC	40,117	$2.60M	0.6%	+1.9%	0.002%
11/15/2024	Public Employees Retirement System of Ohio	665,111	$43.11M	0.2%	-0.8%	0.037%
11/15/2024	SGL Investment Advisors Inc.	38,039	$2.47M	1.3%	N/A	0.002%
11/15/2024	Nomura Asset Management Co. Ltd.	865,919	$56.12M	0.2%	+11.5%	0.049%
11/15/2024	Y Intercept Hong Kong Ltd	20,728	$1.34M	0.1%	+125.5%	0.001%
11/15/2024	MML Investors Services LLC	585,308	$37.93M	0.1%	+11.9%	0.033%
11/15/2024	Hodges Capital Management Inc.	28,556	$1.85M	0.1%	-35.9%	0.002%
11/15/2024	Anson Funds Management LP	35,000	$2.27M	0.1%	N/A	0.002%
11/15/2024	Orion Portfolio Solutions LLC	122,065	$7.91M	0.2%	+0.5%	0.007%
11/15/2024	iSAM Funds UK Ltd	5,314	$0.34M	0.2%	N/A	0.000%
11/15/2024	National Bank of Canada FI	768,714	$49.82M	0.1%	+52.1%	0.043%
11/15/2024	iA Global Asset Management Inc.	7,795	$0.51M	0.0%	-95.9%	0.000%
11/15/2024	EP Wealth Advisors LLC	26,676	$1.73M	0.0%	-3.3%	0.001%
11/15/2024	United Services Automobile Association	34,643	$2.25M	0.1%	-18.1%	0.002%
11/15/2024	Kovitz Investment Group Partners LLC	2,421,708	$155.20M	1.0%	+2.4%	0.136%
11/15/2024	Voya Financial Advisors Inc.	55,636	$3.58M	0.4%	+3.0%	0.003%
11/15/2024	Wellington Management Group LLP	2,916,988	$189.05M	0.0%	-70.4%	0.164%
11/15/2024	Worldquant Millennium Advisors LLC	383,327	$24.84M	0.2%	N/A	0.022%
11/15/2024	Two Sigma Advisers LP	1,339,995	$86.85M	0.2%	N/A	0.075%
11/15/2024	State Street Corp	62,076,447	$4.02B	0.2%	+0.7%	3.488%
11/15/2024	Stifel Financial Corp	846,497	$54.86M	0.1%	-19.4%	0.048%
11/15/2024	SageView Advisory Group LLC	18,492	$1.20M	0.1%	-25.3%	0.001%
11/15/2024	Quadrature Capital Ltd	103,025	$6.68M	0.2%	N/A	0.006%
11/15/2024	Quantinno Capital Management LP	53,957	$3.50M	0.0%	-37.2%	0.003%
11/15/2024	Quarry LP	3,018	$0.20M	0.1%	+80.7%	0.000%
11/15/2024	Royal London Asset Management Ltd.	1,182,908	$76.66M	0.2%	+4.5%	0.066%
11/15/2024	Prana Capital Management LP	609,737	$39.52M	1.8%	-29.8%	0.034%
11/15/2024	Mission Creek Capital Partners Inc.	12,427	$0.81M	0.2%	-10.7%	0.001%
11/15/2024	Motley Fool Asset Management LLC	73,616	$4.71M	0.3%	+3.6%	0.004%
11/15/2024	IHT Wealth Management LLC	7,501	$0.49M	0.0%	-6.3%	0.000%
11/15/2024	Integrated Wealth Concepts LLC	11,892	$0.77M	0.0%	-30.3%	0.001%
11/15/2024	Investment Management Corp of Ontario	50,252	$3.26M	0.1%	+49.3%	0.003%
11/15/2024	Jacobs Levy Equity Management Inc.	96,577	$6.26M	0.0%	+266.3%	0.005%
11/15/2024	Janus Henderson Group PLC	6,623,387	$429.26M	0.2%	-19.4%	0.372%
11/15/2024	Harber Asset Management LLC	237,815	$15.41M	4.6%	-12.2%	0.013%
11/15/2024	Hilltop Holdings Inc.	12,647	$0.82M	0.1%	+71.4%	0.001%
11/15/2024	Holocene Advisors LP	233,516	$15.13M	0.1%	-73.5%	0.013%
11/15/2024	Chevy Chase Trust Holdings LLC	813,878	$52.75M	0.2%	-1.7%	0.046%
11/15/2024	Coastwise Capital Group LLC	6,050	$0.39M	0.3%	+17.6%	0.000%
11/15/2024	Ascent Group LLC	87,276	$5.66M	0.4%	+8.3%	0.005%
11/15/2024	Benjamin Edwards Inc.	6,146	$0.40M	0.0%	+2,840.7%	0.000%
11/15/2024	Aureus Asset Management LLC	682,136	$44.21M	2.9%	+2.4%	0.038%
11/15/2024	Azora Capital LP	187,004	$12.12M	0.7%	N/A	0.011%
11/15/2024	Bamco Inc. NY	7,269,280	$471.12M	1.3%	-1.4%	0.408%
11/15/2024	Basswood Capital Management L.L.C.	146,467	$9.49M	0.5%	-43.3%	0.008%
11/15/2024	Kestra Investment Management LLC	3,116	$0.20M	0.0%	N/A	0.000%
11/15/2024	Point72 Hong Kong Ltd	106,895	$6.93M	0.5%	+4,584.3%	0.006%
11/15/2024	Paradigm Capital Management LLC NV	8,275	$0.54M	0.5%	N/A	0.000%
11/14/2024	Morton Community Bank	8,632	$0.56M	0.1%	-20.6%	0.000%
11/14/2024	Timber Creek Capital Management LLC	117,250	$7.60M	2.1%	+1.9%	0.007%
11/14/2024	Semmax Financial Advisors Inc.	67,307	$4.36M	1.2%	+17.1%	0.004%
11/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	994,252	$64.44M	0.4%	+34.0%	0.056%
11/14/2024	Edgestream Partners L.P.	119,269	$7.73M	0.3%	N/A	0.007%
11/14/2024	Ironwood Investment Counsel LLC	129,333	$8.38M	1.4%	-0.1%	0.007%
11/14/2024	Caisse DE Depot ET Placement DU Quebec	1,099,801	$71.28M	0.1%	+141.5%	0.062%
11/14/2024	Circle Wealth Management LLC	7,293	$0.47M	0.0%	-14.0%	0.000%
11/14/2024	Covey Capital Advisors LLC	23,271	$1.51M	1.7%	-2.5%	0.001%

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: $74.31

$73.32

$75.00

50 Day Range

MA: $76.77

$67.87

$82.83

52 Week Range

Now: $74.31

$59.67

$83.35

Volume

12,219,728 shs

Average Volume

8,085,971 shs

Market Capitalization

$132.25 billion

P/E Ratio

29.03

Dividend Yield

1.35%

Beta

0.96

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)
Christopher V Dodds (Director)
Todd M Ricketts (Director)
Frank C Herringer (Director)
Richard A Wurster (President)
Bernard J Clark (Insider)
Paula A Sneed (Director)
Jonathan M Craig (Insider)
Nigel J Murtagh (Insider)
Paul V Woolway (Insider)
Peter B Crawford (CFO)
Joseph R Martinetto (COO)
Mark A Goldfarb (Director)
Jonathan S Beatty (Insider)
Charles A Ruffel (Director)
Jonathan M Craig (Insider)
Marianne Catherine Brown (Director)
Peter J Morgan III (General Counsel)
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 — 10.42%
State Street Corp — 3.49%
Geode Capital Management LLC — 1.69%
Massachusetts Financial Services Co. MA — 1.61%
Franklin Resources Inc. — 1.36%
Fisher Asset Management LLC — 1.14%
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:
Toronto Dominion Bank
Wellington Management Group LLP
Janus Henderson Group PLC
Los Angeles Capital Management LLC
Blue Whale Capital LLP
Holocene Advisors LP
Fort Pitt Capital Group LLC
Yacktman Asset Management LP
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)
Christopher V Dodds (Director)
Todd M Ricketts (Director)
Frank C Herringer (Director)
Richard A Wurster (President)
Bernard J Clark (Insider)
Paula A Sneed (Director)
Jonathan M Craig (Insider)
Nigel J Murtagh (Insider)
Paul V Woolway (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:
Franklin Resources Inc.
Massachusetts Financial Services Co. MA
AustralianSuper Pty Ltd
Two Sigma Advisers LP
Barclays PLC
International Assets Investment Management LLC
Healthcare of Ontario Pension Plan Trust Fund
Assenagon Asset Management S.A.
During the previous year, these company insiders have bought Charles Schwab stock:
Charles R Schwab (Chairman)
Carolyn Schwab-Pomerantz (Director)
Walter W Bettinger (CEO)
Christopher V Dodds (Director)
Todd M Ricketts (Director)
Frank C Herringer (Director)
Richard A Wurster (President)
Bernard J Clark (Insider)
Learn More investors buying Charles Schwab stock.