SCHW Insider Trading

Insider Ownership Percentage: 6.60%
Insider Buying (Last 12 Months): $2,277,000.00
Insider Selling (Last 12 Months): $79,734,440.01

Charles Schwab Insider Trading History Chart

This chart shows the insider buying and selling history at Charles Schwab by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Charles Schwab Share Price & Price History

Current Price: $82.22
Price Change: Price Increase of +0.45 (0.55%)
As of 11/26/2024 01:00 AM ET

This chart shows the closing price history over time for SCHW up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Charles Schwab Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/18/2024Christopher V. DoddsDirectorSell9,284$81.43$755,996.12442,807View SEC Filing Icon  
11/11/2024Jonathan S BeattyInsiderSell2,500$77.02$192,550.0018,069View SEC Filing Icon  
10/17/2024Carolyn Schwab-PomerantzDirectorSell29,800$72.16$2,150,368.00551,329View SEC Filing Icon  
10/16/2024Charles R SchwabChairmanSell62,345$72.52$4,521,259.4060,619,371View SEC Filing Icon  
9/17/2024Carolyn Schwab-PomerantzDirectorSell9,000$64.05$576,450.00554,929View SEC Filing Icon  
8/15/2024Carolyn Schwab-PomerantzDirectorSell12,320$65.10$802,032.00562,129View SEC Filing Icon  
8/1/2024Paul V. WoolwayInsiderSell1,150$65.20$74,980.0061,887View SEC Filing Icon  
7/31/2024Charles R SchwabChairmanSell67,386$65.11$4,387,502.4660,619,371View SEC Filing Icon  
7/19/2024Carolyn Schwab-PomerantzDirectorSell9,000$61.96$557,640.00567,057View SEC Filing Icon  
7/17/2024Richard A. WursterPresidentBuy10,000$62.05$620,500.00144,228View SEC Filing Icon  
7/17/2024Walter W. BettingerCEOBuy25,000$66.26$1,656,500.00827,377View SEC Filing Icon  
7/11/2024Jonathan S BeattyInsiderSell780$75.00$58,500.0018,069View SEC Filing Icon  
6/20/2024Carolyn Schwab-PomerantzDirectorSell9,000$72.49$652,410.00570,657View SEC Filing Icon  
6/12/2024Bernard J. ClarkInsiderSell8,164$75.00$612,300.00121,666View SEC Filing Icon  
5/28/2024Bernard J. ClarkInsiderSell77,431$70.94$5,492,955.14121,666View SEC Filing Icon  
5/20/2024Carolyn Schwab-PomerantzDirectorSell9,000$78.41$705,690.00574,257View SEC Filing Icon  
5/14/2024Charles R SchwabChairmanSell65,360$76.89$5,025,530.4060,741,536View SEC Filing Icon  
5/9/2024Carolyn Schwab-PomerantzDirectorSell26,315$76.13$2,003,360.951,674,571View SEC Filing Icon  
5/6/2024Carolyn Schwab-PomerantzDirectorSell13,113$76.38$1,001,570.941,700,886View SEC Filing Icon  
5/6/2024Charles R SchwabChairmanSell65,790$76.40$5,026,356.0060,906,686View SEC Filing Icon  
5/3/2024Charles R SchwabChairmanSell66,225$75.51$5,000,649.7560,972,476View SEC Filing Icon  
4/29/2024Charles R SchwabChairmanSell59,906$74.78$4,479,770.6861,038,701View SEC Filing Icon  
4/26/2024Charles R SchwabChairmanSell59,905$74.96$4,490,478.8061,098,607View SEC Filing Icon  
4/24/2024Peter B. CrawfordCFOSell5,481$75.51$413,870.3160,567View SEC Filing Icon  
4/22/2024Charles R SchwabChairmanSell89,275$74.62$6,661,700.5030,641,981View SEC Filing Icon  
4/18/2024Carolyn Schwab-PomerantzDirectorSell7,482$73.47$549,702.541,719,399View SEC Filing Icon  
4/18/2024Peter B. CrawfordCFOSell5,482$73.46$402,707.7260,567View SEC Filing Icon  
4/16/2024Joseph R. MartinettoCOOSell43,000$70.83$3,045,690.0041,414View SEC Filing Icon  
4/16/2024Mark A GoldfarbDirectorSell7,100$70.86$503,106.0019,917View SEC Filing Icon  
4/16/2024Nigel J. MurtaghInsiderSell10,000$72.40$724,000.0071,446View SEC Filing Icon  
4/16/2024Peter B. CrawfordCFOSell6,114$71.02$434,216.2860,567View SEC Filing Icon  
4/16/2024Peter J. Morgan IIIGeneral CounselSell24,520$72.23$1,771,079.60View SEC Filing Icon  
3/21/2024Carolyn Schwab-PomerantzDirectorSell9,000$70.87$637,830.00581,457View SEC Filing Icon  
3/21/2024Jonathan M. CraiginsiderSell4,977$70.01$348,439.7781,446View SEC Filing Icon  
3/6/2024Nigel J. MurtaghInsiderSell29,991$67.80$2,033,389.8081,446View SEC Filing Icon  
2/28/2024Carolyn Schwab-PomerantzDirectorSell9,000$65.29$587,610.00585,057View SEC Filing Icon  
2/28/2024Peter B. CrawfordCFOSell5,500$65.71$361,405.0024,111View SEC Filing Icon  
2/22/2024Charles R SchwabChairmanSell58,500$64.60$3,779,100.0061,192,538View SEC Filing Icon  
2/15/2024Charles R SchwabChairmanSell71,226$64.99$4,628,977.7461,251,038View SEC Filing Icon  
2/15/2024Peter B. CrawfordCFOSell8,000$64.76$518,080.0029,611View SEC Filing Icon  
1/24/2024Charles R SchwabChairmanSell16,390$63.94$1,047,976.6061,331,688View SEC Filing Icon  
1/22/2024Peter B. CrawfordCFOSell4,000$64.49$257,960.0037,611View SEC Filing Icon  
11/30/2023Carolyn Schwab-PomerantzDirectorSell12,208$61.28$748,106.241,722,400View SEC Filing Icon  
11/30/2023Peter B. CrawfordCFOSell4,000$60.56$242,240.0041,611View SEC Filing Icon  
11/30/2023Peter J. Morgan IIIGeneral CounselSell7,162$60.72$434,876.64View SEC Filing Icon  
11/3/2023Peter B. CrawfordCFOSell3,114$56.19$174,975.6641,611View SEC Filing Icon  
10/24/2023Paula A. SneedDirectorSell6,918$49.98$345,761.64112,398View SEC Filing Icon  
9/18/2023Peter B. CrawfordCFOSell3,792$57.31$217,319.5244,725View SEC Filing Icon  
8/29/2023Peter J. Morgan, IIIGeneral CounselSell8,000$59.61$476,880.008,014View SEC Filing Icon  
8/17/2023Charles A. RuffelDirectorBuy833$60.55$50,438.153,386View SEC Filing Icon  
7/26/2023Charles R SchwabChairmanSell75,760$66.60$5,045,616.0059,672,778View SEC Filing Icon  
7/24/2023Charles R SchwabChairmanSell72,047$66.66$4,802,653.0259,748,538View SEC Filing Icon  
5/22/2023Charles R SchwabChairmanSell77,640$51.76$4,018,646.4059,771,278View SEC Filing Icon  
3/28/2023Marianne Catherine BrownDirectorBuy5,000$53.47$267,350.009,984View SEC Filing Icon  
3/17/2023Bernard J. ClarkInsiderBuy5,000$54.83$274,150.00120,653View SEC Filing Icon  
3/17/2023Richard A. WursterPresidentBuy2,000$54.39$108,780.00101,391View SEC Filing Icon  
3/16/2023Mark A GoldfarbDirectorBuy4,000$58.37$233,480.0027,017View SEC Filing Icon  
3/14/2023Peter B. CrawfordCFOBuy5,000$57.96$289,800.0044,725View SEC Filing Icon  
3/14/2023Todd M. RickettsDirectorBuy10,000$56.79$567,900.00230,892View SEC Filing Icon  
3/14/2023Walter W. BettingerCEOBuy50,000$59.31$2,965,500.00656,501View SEC Filing Icon  
3/6/2023Jonathan M CraigInsiderSell34,667$76.33$2,646,132.1111,159View SEC Filing Icon  
2/24/2023Nigel J. MurtaghInsiderSell10,796$80.23$866,163.0857,322View SEC Filing Icon  
2/16/2023Charles A. RuffelDirectorSell5,176$80.88$418,634.8812,073View SEC Filing Icon  
2/14/2023Frank C. HerringerDirectorSell9,139$80.87$739,070.93157,026View SEC Filing Icon  
2/13/2023Charles R SchwabChairmanSell95,030$81.04$7,701,231.2060,002,584View SEC Filing Icon  
2/8/2023Charles R SchwabChairmanSell62,500$81.54$5,096,250.0030,731,256View SEC Filing Icon  
2/6/2023Charles R SchwabChairmanSell188,670$80.07$15,106,806.9030,856,646View SEC Filing Icon  
2/6/2023Paula A. SneedDirectorSell20,888$80.00$1,671,040.00116,723View SEC Filing Icon  
2/3/2023Charles R SchwabChairmanSell129,030$79.76$10,291,432.8030,982,426View SEC Filing Icon  
2/1/2023Charles R SchwabChairmanSell121,066$77.84$9,423,777.4460,223,399View SEC Filing Icon  
1/18/2023Jonathan M. CraigInsiderSell51,144$80.30$4,106,863.20View SEC Filing Icon  
11/18/2022Charles R SchwabChairmanSell132,050$79.66$10,519,103.0031,111,456View SEC Filing Icon  
11/11/2022Charles R SchwabChairmanSell132,050$78.29$10,338,194.5031,159,531View SEC Filing Icon  
11/8/2022Peter J. Morgan, IIIEVPSell1,463$80.04$117,098.521,803View SEC Filing Icon  
11/4/2022Charles R SchwabChairmanSell135,000$79.26$10,700,100.0069,022,467View SEC Filing Icon  
11/1/2022Carolyn Schwab-PomerantzDirectorSell6,270$79.82$500,471.401,739,557View SEC Filing Icon  
10/31/2022Charles R SchwabChairmanSell135,000$79.49$10,731,150.0069,184,882View SEC Filing Icon  
10/31/2022Peter J. Morgan, IIIEVPSell7,322$80.03$585,979.664,578View SEC Filing Icon  
10/28/2022Carolyn Schwab-PomerantzDirectorSell31,950$80.01$2,556,319.50596,456View SEC Filing Icon  
10/28/2022Jonathan M CraigInsiderSell4,019$79.08$317,822.52View SEC Filing Icon  
10/28/2022Nigel J. MurtaghEVPSell16,169$80.00$1,293,520.0051,798View SEC Filing Icon  
8/12/2022Jonathan M CraigInsiderSell8,032$75.00$602,400.004,019View SEC Filing Icon  
7/28/2022Charles R SchwabChairmanSell149,600$65.36$9,777,856.0069,749,230View SEC Filing Icon  
7/20/2022Charles R SchwabChairmanSell120,000$62.70$7,524,000.0071,083,305View SEC Filing Icon  
4/29/2022Walter W. BettingerCEOBuy63,188$67.07$4,238,019.16432,625View SEC Filing Icon  
4/27/2022Walter W. BettingerCEOBuy4,341$68.55$297,575.55359,714View SEC Filing Icon  
4/25/2022Walter W. BettingerCEOBuy36,640$69.49$2,546,113.60329,265View SEC Filing Icon  
4/7/2022Jonathan M CraigEVPSell4,016$80.02$321,360.32View SEC Filing Icon  
3/16/2022Peter B. CrawfordCFOSell3,114$87.01$270,949.14View SEC Filing Icon  
2/22/2022Charles R SchwabChairmanSell156,860$85.93$13,478,979.80View SEC Filing Icon  
2/17/2022Charles R SchwabChairmanSell58,140$86.63$5,036,668.20View SEC Filing Icon  
2/10/2022Charles R SchwabChairmanSell30,873$95.50$2,948,371.50View SEC Filing Icon  
2/9/2022Richard A. WursterPresidentSell61,423$94.62$5,811,844.26View SEC Filing Icon  
2/8/2022Peter J. Morgan, IIIEVPSell4,480$94.04$421,299.20View SEC Filing Icon  
2/7/2022Charles R SchwabChairmanSell119,280$92.59$11,044,135.20View SEC Filing Icon  
2/7/2022Peter B. CrawfordCFOSell7,500$93.11$698,325.00View SEC Filing Icon  
2/3/2022Charles R SchwabChairmanSell119,280$90.20$10,759,056.00View SEC Filing Icon  
2/1/2022Charles R SchwabChairmanSell1,420$89.43$126,990.60View SEC Filing Icon  
2/1/2022Peter B. CrawfordCFOSell6,000$89.38$536,280.00View SEC Filing Icon  
1/31/2022Peter J. Morgan, IIIEVPSell2,239$87.14$195,106.46View SEC Filing Icon  
1/12/2022Jonathan M CraigEVPSell4,976$95.00$472,720.00View SEC Filing Icon  
1/10/2022Charles R SchwabChairmanSell60,000$90.07$5,404,200.00View SEC Filing Icon  
12/27/2021Charles R SchwabChairmanSell60,000$85.43$5,125,800.00View SEC Filing Icon  
12/20/2021Charles R SchwabChairmanSell60,000$80.61$4,836,600.00View SEC Filing Icon  
See Full Table

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

This chart shows the instiutional buying and selling at SCHW by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Charles Schwab Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/26/2024Asset Advisors Investment Management LLC166,207$10.77M1.1%-4.5%0.009%Search for SEC Filing on Google Icon
11/26/2024Peapack Gladstone Financial Corp262,079$16.99M0.2%-7.9%0.015%Search for SEC Filing on Google Icon
11/25/2024Synovus Financial Corp67,889$4.40M0.1%+46.0%0.004%Search for SEC Filing on Google Icon
11/25/2024Tidal Investments LLC119,185$7.72M0.1%+8.4%0.007%Search for SEC Filing on Google Icon
11/25/2024Destination Wealth Management16,830$1.09M0.0%-95.0%0.001%Search for SEC Filing on Google Icon
11/25/2024Wilmington Savings Fund Society FSB74,073$4.80M0.1%+69.0%0.004%Search for SEC Filing on Google Icon
11/25/2024Sfmg LLC58,542$3.79M0.3%+2.5%0.003%Search for SEC Filing on Google Icon
11/25/2024World Investment Advisors LLC142,124$9.21M0.2%N/A0.008%Search for SEC Filing on Google Icon
11/25/2024Sanctuary Advisors LLC194,426$12.60M0.1%-15.8%0.011%Search for SEC Filing on Google Icon
11/22/2024Sculati Wealth Management LLC42,988$2.79M1.1%+0.7%0.002%Search for SEC Filing on Google Icon
11/21/2024Anchor Investment Management LLC36,229$2.35M0.2%+11.2%0.002%Search for SEC Filing on Google Icon
11/20/2024Bard Financial Services Inc.31,275$2.03M0.2%-6.0%0.002%Search for SEC Filing on Google Icon
11/19/2024Citizens Business Bank64,948$4.21M0.9%-0.8%0.004%Search for SEC Filing on Google Icon
11/19/2024M&T Bank Corp339,902$22.03M0.1%-23.6%0.019%Search for SEC Filing on Google Icon
11/19/2024TCW Group Inc.50,574$3.28M0.0%-43.0%0.003%Search for SEC Filing on Google Icon
11/18/2024TD Private Client Wealth LLC5,601$0.36M0.0%-50.6%0.000%Search for SEC Filing on Google Icon
11/18/2024Hobbs Group Advisors LLC696$45K0.0%-87.8%0.000%Search for SEC Filing on Google Icon
11/18/2024Arete Wealth Advisors LLC4,949$0.32M0.0%-21.4%0.000%Search for SEC Filing on Google Icon
11/18/2024Teachers Retirement System of The State of Kentucky111,984$7.26M0.1%-54.1%0.006%Search for SEC Filing on Google Icon
11/18/2024Sunbelt Securities Inc.10,950$0.71M0.1%+4.8%0.001%Search for SEC Filing on Google Icon
11/18/2024Toronto Dominion Bank185,425,391$12.02B21.2%-17.9%10.419%Search for SEC Filing on Google Icon
11/18/2024Financial Avengers Inc.167,934$10.88M5.4%-0.3%0.009%Search for SEC Filing on Google Icon
11/18/2024Coldstream Capital Management Inc.19,277$1.28M0.0%+3.5%0.001%Search for SEC Filing on Google Icon
11/18/2024Twin Lakes Capital Management LLC69,931$4.53M2.5%-1.3%0.004%Search for SEC Filing on Google Icon
11/18/2024First Dallas Securities Inc.18,463$1.20M0.5%-23.1%0.001%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC30,141,441$1.95B0.2%+1.5%1.694%Search for SEC Filing on Google Icon
11/15/2024MidWestOne Financial Group Inc.22,899$1.48M0.2%-7.9%0.001%Search for SEC Filing on Google Icon
11/15/2024Greenwood Gearhart Inc.162,885$10.56M0.9%+9.3%0.009%Search for SEC Filing on Google Icon
11/15/20243Chopt Investment Partners LLC29,442$1.91M0.7%-10.3%0.002%Search for SEC Filing on Google Icon
11/15/2024Brophy Wealth Management LLC9,655$0.63M0.2%N/A0.001%Search for SEC Filing on Google Icon
11/15/2024M&T Bank Corp339,902$22.03M0.1%-23.6%0.019%Search for SEC Filing on Google Icon
11/15/2024Nabity Jensen Investment Management Inc11,102$0.72M0.6%N/A0.001%Search for SEC Filing on Google Icon
11/15/2024Continuum Advisory LLC8,554$0.55M0.1%+3.8%0.000%Search for SEC Filing on Google Icon
11/15/2024LRI Investments LLC2,271$0.15M0.0%+9.8%0.000%Search for SEC Filing on Google Icon
11/15/2024Geller Advisors LLC7,111$0.46M0.0%-3.3%0.000%Search for SEC Filing on Google Icon
11/15/2024Drucker Wealth 3.0 LLC40,117$2.60M0.6%+1.9%0.002%Search for SEC Filing on Google Icon
11/15/2024Public Employees Retirement System of Ohio665,111$43.11M0.2%-0.8%0.037%Search for SEC Filing on Google Icon
11/15/2024SGL Investment Advisors Inc.38,039$2.47M1.3%N/A0.002%Search for SEC Filing on Google Icon
11/15/2024Nomura Asset Management Co. Ltd.865,919$56.12M0.2%+11.5%0.049%Search for SEC Filing on Google Icon
11/15/2024Y Intercept Hong Kong Ltd20,728$1.34M0.1%+125.5%0.001%Search for SEC Filing on Google Icon
11/15/2024MML Investors Services LLC585,308$37.93M0.1%+11.9%0.033%Search for SEC Filing on Google Icon
11/15/2024Hodges Capital Management Inc.28,556$1.85M0.1%-35.9%0.002%Search for SEC Filing on Google Icon
11/15/2024Anson Funds Management LP35,000$2.27M0.1%N/A0.002%Search for SEC Filing on Google Icon
11/15/2024Orion Portfolio Solutions LLC122,065$7.91M0.2%+0.5%0.007%Search for SEC Filing on Google Icon
11/15/2024iSAM Funds UK Ltd5,314$0.34M0.2%N/A0.000%Search for SEC Filing on Google Icon
11/15/2024National Bank of Canada FI768,714$49.82M0.1%+52.1%0.043%Search for SEC Filing on Google Icon
11/15/2024iA Global Asset Management Inc.7,795$0.51M0.0%-95.9%0.000%Search for SEC Filing on Google Icon
11/15/2024EP Wealth Advisors LLC26,676$1.73M0.0%-3.3%0.001%Search for SEC Filing on Google Icon
11/15/2024United Services Automobile Association34,643$2.25M0.1%-18.1%0.002%Search for SEC Filing on Google Icon
11/15/2024Kovitz Investment Group Partners LLC2,421,708$155.20M1.0%+2.4%0.136%Search for SEC Filing on Google Icon
11/15/2024Voya Financial Advisors Inc.55,636$3.58M0.4%+3.0%0.003%Search for SEC Filing on Google Icon
11/15/2024Wellington Management Group LLP2,916,988$189.05M0.0%-70.4%0.164%Search for SEC Filing on Google Icon
11/15/2024Worldquant Millennium Advisors LLC383,327$24.84M0.2%N/A0.022%Search for SEC Filing on Google Icon
11/15/2024Two Sigma Advisers LP1,339,995$86.85M0.2%N/A0.075%Search for SEC Filing on Google Icon
11/15/2024State Street Corp62,076,447$4.02B0.2%+0.7%3.488%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp846,497$54.86M0.1%-19.4%0.048%Search for SEC Filing on Google Icon
11/15/2024SageView Advisory Group LLC18,492$1.20M0.1%-25.3%0.001%Search for SEC Filing on Google Icon
11/15/2024Quadrature Capital Ltd103,025$6.68M0.2%N/A0.006%Search for SEC Filing on Google Icon
11/15/2024Quantinno Capital Management LP53,957$3.50M0.0%-37.2%0.003%Search for SEC Filing on Google Icon
11/15/2024Quarry LP3,018$0.20M0.1%+80.7%0.000%Search for SEC Filing on Google Icon
11/15/2024Royal London Asset Management Ltd.1,182,908$76.66M0.2%+4.5%0.066%Search for SEC Filing on Google Icon
11/15/2024Prana Capital Management LP609,737$39.52M1.8%-29.8%0.034%Search for SEC Filing on Google Icon
11/15/2024Mission Creek Capital Partners Inc.12,427$0.81M0.2%-10.7%0.001%Search for SEC Filing on Google Icon
11/15/2024Motley Fool Asset Management LLC73,616$4.71M0.3%+3.6%0.004%Search for SEC Filing on Google Icon
11/15/2024IHT Wealth Management LLC7,501$0.49M0.0%-6.3%0.000%Search for SEC Filing on Google Icon
11/15/2024Integrated Wealth Concepts LLC11,892$0.77M0.0%-30.3%0.001%Search for SEC Filing on Google Icon
11/15/2024Investment Management Corp of Ontario50,252$3.26M0.1%+49.3%0.003%Search for SEC Filing on Google Icon
11/15/2024Jacobs Levy Equity Management Inc.96,577$6.26M0.0%+266.3%0.005%Search for SEC Filing on Google Icon
11/15/2024Janus Henderson Group PLC6,623,387$429.26M0.2%-19.4%0.372%Search for SEC Filing on Google Icon
11/15/2024Harber Asset Management LLC237,815$15.41M4.6%-12.2%0.013%Search for SEC Filing on Google Icon
11/15/2024Hilltop Holdings Inc.12,647$0.82M0.1%+71.4%0.001%Search for SEC Filing on Google Icon
11/15/2024Holocene Advisors LP233,516$15.13M0.1%-73.5%0.013%Search for SEC Filing on Google Icon
11/15/2024Chevy Chase Trust Holdings LLC813,878$52.75M0.2%-1.7%0.046%Search for SEC Filing on Google Icon
11/15/2024Coastwise Capital Group LLC6,050$0.39M0.3%+17.6%0.000%Search for SEC Filing on Google Icon
11/15/2024Ascent Group LLC87,276$5.66M0.4%+8.3%0.005%Search for SEC Filing on Google Icon
11/15/2024Benjamin Edwards Inc.6,146$0.40M0.0%+2,840.7%0.000%Search for SEC Filing on Google Icon
11/15/2024Aureus Asset Management LLC682,136$44.21M2.9%+2.4%0.038%Search for SEC Filing on Google Icon
11/15/2024Azora Capital LP187,004$12.12M0.7%N/A0.011%Search for SEC Filing on Google Icon
11/15/2024Bamco Inc. NY7,269,280$471.12M1.3%-1.4%0.408%Search for SEC Filing on Google Icon
11/15/2024Basswood Capital Management L.L.C.146,467$9.49M0.5%-43.3%0.008%Search for SEC Filing on Google Icon
11/15/2024Kestra Investment Management LLC3,116$0.20M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/15/2024Point72 Hong Kong Ltd106,895$6.93M0.5%+4,584.3%0.006%Search for SEC Filing on Google Icon
11/15/2024Paradigm Capital Management LLC NV8,275$0.54M0.5%N/A0.000%Search for SEC Filing on Google Icon
11/14/2024Morton Community Bank8,632$0.56M0.1%-20.6%0.000%Search for SEC Filing on Google Icon
11/14/2024Timber Creek Capital Management LLC117,250$7.60M2.1%+1.9%0.007%Search for SEC Filing on Google Icon
11/14/2024Semmax Financial Advisors Inc.67,307$4.36M1.2%+17.1%0.004%Search for SEC Filing on Google Icon
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp994,252$64.44M0.4%+34.0%0.056%Search for SEC Filing on Google Icon
11/14/2024Edgestream Partners L.P.119,269$7.73M0.3%N/A0.007%Search for SEC Filing on Google Icon
11/14/2024Ironwood Investment Counsel LLC129,333$8.38M1.4%-0.1%0.007%Search for SEC Filing on Google Icon
11/14/2024Caisse DE Depot ET Placement DU Quebec1,099,801$71.28M0.1%+141.5%0.062%Search for SEC Filing on Google Icon
11/14/2024Circle Wealth Management LLC7,293$0.47M0.0%-14.0%0.000%Search for SEC Filing on Google Icon
11/14/2024Covey Capital Advisors LLC23,271$1.51M1.7%-2.5%0.001%Search for SEC Filing on Google Icon
11/14/2024Auxier Asset Management8,050$0.52M0.1%N/A0.000%Search for SEC Filing on Google Icon
11/14/2024Captrust Financial Advisors231,891$15.03M0.0%-2.0%0.013%Search for SEC Filing on Google Icon
11/14/2024William Allan Corp49,155$3.19M1.9%+1.0%0.003%Search for SEC Filing on Google Icon
11/14/2024Icon Wealth Advisors LLC5,514$0.36M0.0%+4.2%0.000%Search for SEC Filing on Google Icon
11/14/2024Rockefeller Capital Management L.P.266,203$17.26M0.0%-13.0%0.015%Search for SEC Filing on Google Icon
11/14/2024Providence Wealth Advisors LLC16,807$1.20M0.9%+2.4%0.001%Search for SEC Filing on Google Icon
11/14/2024Martingale Asset Management L P10,155$0.66M0.0%-74.1%0.001%Search for SEC Filing on Google Icon
11/14/2024Vinva Investment Management Ltd46,828$3.02M0.1%-5.6%0.003%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Charles Schwab logo
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.
Read More on Charles Schwab

Today's Range

Now: $82.22
Low: $81.23
High: $82.33

50 Day Range

MA: $71.28
Low: $63.32
High: $82.22

52 Week Range

Now: $82.22
Low: $55.59
High: $82.50

Volume

5,120,949 shs

Average Volume

8,093,399 shs

Market Capitalization

$146.32 billion

P/E Ratio

32.12

Dividend Yield

1.23%

Beta

0.96

Who are the company insiders with the largest holdings of Charles Schwab?

Charles Schwab's top insider shareholders include:
  1. Charles R Schwab (Chairman)
  2. Carolyn Schwab-Pomerantz (Director)
  3. Walter W Bettinger (CEO)
  4. Christopher V Dodds (Director)
  5. Todd M Ricketts (Director)
  6. Frank C Herringer (Director)
  7. Richard A Wurster (President)
  8. Bernard J Clark (Insider)
  9. Paula A Sneed (Director)
  10. Jonathan M Craig (Insider)
  11. Nigel J Murtagh (Insider)
  12. Paul V Woolway (Insider)
  13. Peter B Crawford (CFO)
  14. Joseph R Martinetto (COO)
  15. Mark A Goldfarb (Director)
  16. Jonathan S Beatty (Insider)
  17. Charles A Ruffel (Director)
  18. Jonathan M Craig (Insider)
  19. Marianne Catherine Brown (Director)
  20. Peter J Morgan III (General Counsel)
  21. 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:
  1. Toronto Dominion Bank — 10.42%
  2. State Street Corp — 3.49%
  3. Geode Capital Management LLC — 1.69%
  4. Massachusetts Financial Services Co. MA — 1.61%
  5. Fisher Asset Management LLC — 1.14%
  6. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC — 0.51%
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:
  1. Toronto Dominion Bank
  2. Wellington Management Group LLP
  3. Janus Henderson Group PLC
  4. Los Angeles Capital Management LLC
  5. Blue Whale Capital LLP
  6. Holocene Advisors LP
  7. Fort Pitt Capital Group LLC
  8. Yacktman Asset Management LP
In the last year, company insiders that have sold Charles Schwab company stock include:
  1. Charles R Schwab (Chairman)
  2. Carolyn Schwab-Pomerantz (Director)
  3. Walter W Bettinger (CEO)
  4. Christopher V Dodds (Director)
  5. Todd M Ricketts (Director)
  6. Frank C Herringer (Director)
  7. Richard A Wurster (President)
  8. Bernard J Clark (Insider)
  9. Paula A Sneed (Director)
  10. Jonathan M Craig (Insider)
  11. Nigel J Murtagh (Insider)
  12. 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:
  1. Massachusetts Financial Services Co. MA
  2. AustralianSuper Pty Ltd
  3. Two Sigma Advisers LP
  4. Barclays PLC
  5. International Assets Investment Management LLC
  6. Healthcare of Ontario Pension Plan Trust Fund
  7. Assenagon Asset Management S.A.
  8. Caisse DE Depot ET Placement DU Quebec
During the previous year, these company insiders have bought Charles Schwab stock:
  1. Charles R Schwab (Chairman)
  2. Carolyn Schwab-Pomerantz (Director)
  3. Walter W Bettinger (CEO)
  4. Christopher V Dodds (Director)
  5. Todd M Ricketts (Director)
  6. Frank C Herringer (Director)
  7. Richard A Wurster (President)
  8. Bernard J Clark (Insider)
Learn More investors buying Charles Schwab stock.