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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): $71,241,848.68

Charles Schwab Insider Trading History Chart

Charles Schwab Share Price & Price History

^$62.90

▼ -0.79 (-1.24%)

As of 09/6/2024 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
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
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

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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
9/5/2024	Sanctuary Advisors LLC	230,946	$17.32M	0.1%	N/A	0.013%
9/4/2024	Coronation Fund Managers Ltd.	503,494	$37.10M	1.6%	-63.1%	0.028%
8/30/2024	Brown Financial Advisors	13,441	$0.99M	0.4%	N/A	0.001%
8/28/2024	Birmingham Capital Management Co. Inc. AL	17,725	$1.31M	0.5%	-6.3%	0.001%
8/27/2024	Clearbridge Investments LLC	3,262,233	$240.39M	0.2%	+2.2%	0.184%
8/27/2024	Dana Investment Advisors Inc.	18,547	$1.37M	0.0%	-6.4%	0.001%
8/27/2024	New Wave Wealth Advisors LLC	4,210	$0.31M	0.2%	N/A	0.000%
8/27/2024	New Century Financial Group LLC	3,048	$0.23M	0.1%	N/A	0.000%
8/26/2024	Teachers Retirement System of The State of Kentucky	243,886	$17.97M	0.2%	-5.5%	0.014%
8/26/2024	Founders Financial Alliance LLC	722	$53K	0.0%	N/A	0.000%
8/22/2024	Aurora Investment Counsel	27,933	$2.06M	1.2%	-29.8%	0.002%
8/22/2024	Cetera Investment Advisers	390,255	$28.76M	0.1%	-0.7%	0.022%
8/22/2024	3Chopt Investment Partners LLC	32,811	$2.42M	0.7%	-1.3%	0.002%
8/21/2024	Advisory Alpha LLC	5,588	$0.41M	0.0%	+9.1%	0.000%
8/21/2024	IMS Capital Management	14,206	$1.05M	0.5%	-2.7%	0.001%
8/21/2024	Truist Financial Corp	4,162,847	$306.76M	0.5%	-2.3%	0.234%
8/20/2024	Next Capital Management LLC	66,160	$4.88M	2.0%	+1.7%	0.004%
8/19/2024	Point72 Asset Management L.P.	127,024	$9.36M	0.0%	-1,560.0%	0.007%
8/19/2024	B. Riley Wealth Advisors Inc.	24,959	$1.84M	0.0%	-37.5%	0.001%
8/16/2024	Kampmann Melissa S.	42,825	$3.16M	2.3%	+10.8%	0.002%
8/16/2024	Quarry LP	1,670	$0.12M	0.0%	+204.7%	0.000%
8/16/2024	Teewinot Capital Advisers L.L.C.	775,161	$57.12M	5.6%	+9.0%	0.044%
8/16/2024	Twin Lakes Capital Management LLC	70,874	$5.22M	3.0%	-8.3%	0.004%
8/16/2024	Front Row Advisors LLC	3,811	$0.28M	0.1%	+1,714.8%	0.000%
8/16/2024	Northwestern Mutual Wealth Management Co.	113,495	$8.36M	0.0%	-27.4%	0.006%
8/16/2024	NewEdge Advisors LLC	92,844	$6.84M	0.0%	+14.0%	0.005%
8/16/2024	Silver Lake Advisory LLC	10,094	$0.74M	0.1%	N/A	0.001%
8/16/2024	Creative Planning	432,210	$31.85M	0.0%	+4.7%	0.024%
8/16/2024	Duff & Phelps Investment Management Co.	3,415	$0.25M	0.0%	-80.1%	0.000%
8/16/2024	Aviso Wealth Management	15,719	$1.16M	0.7%	-7.3%	0.001%
8/16/2024	Ascent Group LLC	80,579	$5.94M	0.5%	+12.3%	0.005%
8/16/2024	Driehaus Capital Management LLC	8,638	$0.64M	0.0%	+25.2%	0.000%
8/16/2024	MidWestOne Financial Group Inc.	24,867	$1.83M	0.3%	-18.2%	0.001%
8/16/2024	Kathmere Capital Management LLC	2,842	$0.21M	0.0%	N/A	0.000%
8/16/2024	Sepio Capital LP	49,786	$3.67M	0.3%	-12.7%	0.003%
8/15/2024	Susquehanna Portfolio Strategies LLC	202,266	$14.91M	0.6%	-40.4%	0.011%
8/15/2024	Legal & General Group Plc	10,886,058	$802.19M	0.2%	+2.1%	0.612%
8/15/2024	Mackenzie Financial Corp	482,349	$35.54M	0.1%	+3.2%	0.027%
8/15/2024	The Manufacturers Life Insurance Company	2,136,345	$157.43M	0.1%	+3.3%	0.120%
8/15/2024	Mark Asset Management LP	329,018	$24.25M	2.4%	-4.6%	0.019%
8/15/2024	MBB Public Markets I LLC	106,766	$7.87M	0.2%	+1,782.0%	0.006%
8/15/2024	Dark Forest Capital Management LP	4,113	$0.30M	0.1%	N/A	0.000%
8/15/2024	Daymark Wealth Partners LLC	50,953	$3.76M	0.1%	N/A	0.003%
8/15/2024	DSM Capital Partners LLC	1,334,569	$98.34M	1.4%	-39.0%	0.075%
8/15/2024	Darsana Capital Partners LP	3,000,000	$221.07M	6.0%	+200.0%	0.169%
8/15/2024	DoubleLine ETF Adviser LP	24,981	$1.84M	0.5%	-3.6%	0.001%
8/15/2024	Drucker Wealth 3.0 LLC	39,375	$2.90M	0.8%	N/A	0.002%
8/15/2024	Elgethun Capital Management	143,319	$10.56M	2.7%	+0.9%	0.008%
8/15/2024	Ameriprise Financial Inc.	8,186,194	$603.19M	0.2%	-12.1%	0.460%
8/15/2024	APG Asset Management N.V.	2,458,359	$169.03M	0.3%	+6.5%	0.138%
8/15/2024	AQR Capital Management LLC	155,559	$11.46M	0.0%	-39.4%	0.009%
8/15/2024	Ariel Investments LLC	583,935	$43.03M	0.5%	-29.8%	0.033%
8/15/2024	AXA S.A.	172,707	$12.73M	0.0%	+0.1%	0.010%
8/15/2024	AlTi Global Inc.	20,883	$1.54M	0.0%	-7.2%	0.001%
8/15/2024	Alpha DNA Investment Management LLC	30,988	$2.28M	0.9%	+72.0%	0.002%
8/15/2024	Point72 Asia Singapore Pte. Ltd.	14,503	$1.07M	0.2%	N/A	0.001%
8/15/2024	Point72 Hong Kong Ltd	2,282	$0.17M	0.0%	N/A	0.000%
8/15/2024	Toronto Dominion Bank	225,962,971	$16.65B	26.6%	-0.1%	12.706%
8/14/2024	Insigneo Advisory Services LLC	10,640	$0.78M	0.1%	-43.4%	0.001%
8/14/2024	Sfmg LLC	57,098	$4.21M	0.4%	+1.7%	0.003%
8/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	741,938	$54.67M	0.3%	+8.2%	0.042%
8/14/2024	Strata Wealth Advisors LLC	33,057	$2.44M	0.8%	-1.6%	0.002%
8/14/2024	Semmax Financial Advisors Inc.	57,468	$4.24M	1.3%	+14.3%	0.003%
8/14/2024	Marshall Wace LLP	869,667	$64.09M	0.1%	-27.0%	0.049%
8/14/2024	Xponance Inc.	218,151	$16.08M	0.2%	+5.5%	0.012%
8/14/2024	Evergreen Capital Management LLC	151,363	$11.15M	0.4%	-9.0%	0.009%
8/14/2024	Public Sector Pension Investment Board	253,182	$18.66M	0.1%	+8.1%	0.014%
8/14/2024	Steel Grove Capital Advisors LLC	6,850	$0.51M	0.1%	-3.5%	0.000%
8/14/2024	DRW Securities LLC	81,817	$6.06M	0.2%	+18.3%	0.005%
8/14/2024	EverSource Wealth Advisors LLC	20,353	$1.50M	0.1%	-11.2%	0.001%
8/14/2024	Fidelis Capital Partners LLC	6,343	$0.47M	0.1%	-7.9%	0.000%
8/14/2024	Epoch Investment Partners Inc.	28,437	$2.10M	0.0%	+5.2%	0.002%
8/14/2024	1832 Asset Management L.P.	306,575	$22.59M	0.0%	+381.4%	0.017%
8/14/2024	Greenline Partners LLC	24,336	$1.79M	0.3%	+4.9%	0.001%
8/14/2024	Heron Bay Capital Management	281,833	$20.77M	4.4%	-1.7%	0.016%
8/14/2024	Mount Yale Investment Advisors LLC	30,390	$2.24M	0.2%	-4.4%	0.002%
8/14/2024	Frank Rimerman Advisors LLC	17,990	$1.33M	0.1%	+923.3%	0.001%
8/14/2024	ProShare Advisors LLC	303,142	$22.34M	0.1%	+5.2%	0.017%
8/14/2024	Profund Advisors LLC	21,718	$1.60M	0.1%	-2.0%	0.001%
8/13/2024	Schwerin Boyle Capital Management Inc.	79,525	$5.86M	0.6%	-0.4%	0.004%
8/13/2024	Kayne Anderson Rudnick Investment Management LLC	190,771	$14.06M	0.0%	-2.2%	0.011%
8/13/2024	Legacy Financial Advisors Inc.	3,725	$0.27M	0.0%	+10.4%	0.000%
8/13/2024	Ensign Peak Advisors Inc	5,381,575	$396.57M	0.7%	-6.0%	0.303%
8/13/2024	Westwood Holdings Group Inc.	1,340,816	$98.81M	0.5%	-10.5%	0.075%
8/13/2024	Summit Trail Advisors LLC	77,473	$5.71M	0.1%	+109.3%	0.004%
8/13/2024	Thrivent Financial for Lutherans	1,955,289	$144.09M	0.3%	+1.6%	0.110%
8/13/2024	Blue Whale Capital LLP	1,227,000	$90.42M	7.9%	-0.6%	0.069%
8/13/2024	Sei Investments Co.	1,005,609	$74.10M	0.1%	-4.9%	0.057%
8/13/2024	Pacer Advisors Inc.	106,653	$7.86M	0.0%	+4.6%	0.006%
8/13/2024	Skandinaviska Enskilda Banken AB publ	301,290	$22.20M	0.1%	+2.2%	0.017%
8/13/2024	AE Wealth Management LLC	54,686	$4.03M	0.0%	+8.1%	0.003%
8/13/2024	King Luther Capital Management Corp	26,492	$1.95M	0.0%	+79.4%	0.001%
8/13/2024	ASB Consultores LLC	6,709	$0.49M	0.2%	-51.0%	0.000%
8/13/2024	Weaver C. Barksdale & Associates Inc.	31,781	$2.34M	2.2%	-1.6%	0.002%
8/13/2024	Bridges Investment Management Inc.	22,055	$1.63M	0.0%	N/A	0.001%
8/13/2024	Canada Pension Plan Investment Board	1,693,022	$124.76M	0.1%	+12.3%	0.095%
8/13/2024	Public Employees Retirement Association of Colorado	209,826	$15.46M	0.1%	-2.6%	0.012%
8/13/2024	Benjamin F. Edwards & Company Inc.	9,164	$0.68M	0.0%	-27.6%	0.001%
8/13/2024	GM Advisory Group LLC	20,386	$1.50M	0.1%	-1.7%	0.001%
8/12/2024	Ieq Capital LLC	64,726	$4.77M	0.1%	-29.2%	0.004%

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: $62.90

$62.45

$64.36

50 Day Range

MA: $66.44

$61.77

$76.07

52 Week Range

Now: $62.90

$48.66

$79.49

Volume

8,331,675 shs

Average Volume

7,662,919 shs

Market Capitalization

$111.86 billion

P/E Ratio

26.32

Dividend Yield

1.56%

Beta

0.97

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)
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)
Nigel J Murtagh (EVP)
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 (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 — 12.71%
Massachusetts Financial Services Co. MA — 1.52%
Legal & General Group Plc — 0.61%
Bank of New York Mellon Corp — 0.60%
Allen Investment Management LLC — 0.49%
Ameriprise Financial Inc. — 0.46%
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:
Massachusetts Financial Services Co. MA
Van ECK Associates Corp
Ameriprise Financial Inc.
TCW Group Inc.
Coronation Fund Managers Ltd.
DSM Capital Partners LLC
Millennium Management LLC
Vaughan David Investments LLC IL
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)
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)
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:
Darsana Capital Partners LP
Principal Financial Group Inc.
Dimensional Fund Advisors LP
Fort Washington Investment Advisors Inc. OH
Allen Investment Management LLC
1832 Asset Management L.P.
Sanctuary Advisors LLC
Legal & General Group Plc
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)
Richard A Wurster (President)
Bernard J Clark (Insider)
Paula A Sneed (Director)
Learn More investors buying Charles Schwab stock.