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): $77,944,419.26

Charles Schwab Insider Trading History Chart

Charles Schwab Share Price & Price History

^$80.19

▲ +1.94 (2.48%)

As of 11/14/2024 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
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
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

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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
11/14/2024	Covey Capital Advisors LLC	23,271	$1.51M	1.7%	-2.5%	0.001%
11/14/2024	Auxier Asset Management	8,050	$0.52M	0.1%	N/A	0.000%
11/14/2024	Captrust Financial Advisors	231,891	$15.03M	0.0%	-2.0%	0.013%
11/14/2024	William Allan Corp	49,155	$3.19M	1.9%	+1.0%	0.003%
11/14/2024	Icon Wealth Advisors LLC	5,514	$0.36M	0.0%	+4.2%	0.000%
11/14/2024	Rockefeller Capital Management L.P.	266,203	$17.26M	0.0%	-13.0%	0.015%
11/14/2024	Providence Wealth Advisors LLC	16,807	$1.20M	0.9%	+2.4%	0.001%
11/14/2024	Martingale Asset Management L P	10,155	$0.66M	0.0%	-74.1%	0.001%
11/14/2024	Vinva Investment Management Ltd	46,828	$3.02M	0.1%	-5.6%	0.003%
11/14/2024	Hyperion Capital Advisors LP	142,971	$9.27M	4.4%	-2.8%	0.008%
11/14/2024	Ruane Cunniff & Goldfarb L.P.	7,450,286	$482.85M	7.6%	-4.3%	0.419%
11/14/2024	Financial Counselors Inc.	275,976	$17.89M	0.3%	+5.5%	0.016%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	9,142,602	$592.53M	0.2%	+3.8%	0.514%
11/14/2024	Noesis Capital Mangement Corp	3,898	$0.25M	0.1%	-18.0%	0.000%
11/14/2024	Public Sector Pension Investment Board	259,767	$16.84M	0.1%	+2.6%	0.015%
11/14/2024	Fiduciary Trust Co	6,645	$0.43M	0.0%	-9.5%	0.000%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	541,079	$35.07M	0.1%	+3.9%	0.030%
11/14/2024	First Commonwealth Financial Corp PA	12,459	$0.81M	0.2%	+2.2%	0.001%
11/14/2024	MetLife Investment Management LLC	395,201	$25.61M	0.1%	-2.4%	0.022%
11/14/2024	BNP Paribas	53,810	$3.49M	0.1%	N/A	0.003%
11/14/2024	Healthcare of Ontario Pension Plan Trust Fund	1,402,400	$90.89M	0.2%	+112.0%	0.079%
11/13/2024	WorthPointe LLC	3,465	$0.23M	0.1%	N/A	0.000%
11/13/2024	Glenmede Trust Co. NA	982,156	$63.65M	0.3%	-1.1%	0.055%
11/13/2024	Bridgewater Associates LP	27,064	$1.75M	0.0%	N/A	0.002%
11/13/2024	Cynosure Group LLC	11,480	$0.74M	0.1%	+4.7%	0.001%
11/13/2024	Townsquare Capital LLC	60,513	$3.92M	0.0%	-5.9%	0.003%
11/13/2024	Goodman Financial Corp	208,988	$13.54M	3.0%	+2.0%	0.012%
11/13/2024	Avestar Capital LLC	6,700	$0.43M	0.0%	-10.0%	0.000%
11/13/2024	Brooklyn Investment Group	8,568	$0.56M	0.2%	-6.0%	0.000%
11/13/2024	North Peak Capital Management LLC	1,897,155	$122.96M	17.3%	+6.4%	0.107%
11/13/2024	Quantbot Technologies LP	135,076	$8.75M	0.3%	N/A	0.008%
11/13/2024	FMR LLC	5,725,073	$371.04M	0.0%	-5.5%	0.322%
11/13/2024	D.A. Davidson & CO.	385,970	$25.02M	0.2%	+3.7%	0.022%
11/13/2024	Dai ichi Life Insurance Company Ltd	109,401	$7.09M	0.2%	-21.0%	0.006%
11/13/2024	The Manufacturers Life Insurance Company	2,035,568	$131.93M	0.1%	-4.7%	0.114%
11/13/2024	Qsemble Capital Management LP	10,527	$0.68M	0.1%	N/A	0.001%
11/13/2024	Associated Banc Corp	487,161	$31.57M	0.9%	+1.2%	0.027%
11/13/2024	Private Trust Co. NA	5,059	$0.33M	0.0%	-11.6%	0.000%
11/13/2024	Truvestments Capital LLC	1,362	$88K	0.0%	N/A	0.000%
11/13/2024	Brown Brothers Harriman & Co.	7,959	$0.52M	0.0%	-54.5%	0.000%
11/13/2024	Blue Whale Capital LLP	240,986	$15.62M	1.2%	-80.4%	0.014%
11/13/2024	DRW Securities LLC	7,005	$0.45M	0.0%	-91.4%	0.000%
11/13/2024	Independent Advisor Alliance	40,210	$2.61M	0.1%	+22.2%	0.002%
11/13/2024	Davis R M Inc.	15,002	$0.97M	0.0%	+7.7%	0.001%
11/13/2024	Bank of Hawaii	18,569	$1.20M	0.1%	-2.1%	0.001%
11/13/2024	Fisher Asset Management LLC	20,189,558	$1.31B	0.5%	+2.5%	1.135%
11/13/2024	Daiwa Securities Group Inc.	220,709	$14.30M	0.1%	+11.2%	0.012%
11/12/2024	Summit Trail Advisors LLC	67,351	$4.37M	0.1%	-13.1%	0.004%
11/12/2024	Centaurus Financial Inc.	25,396	$1.65M	0.1%	+5.4%	0.001%
11/12/2024	Senvest Management LLC	206,515	$13.38M	0.5%	N/A	0.012%
11/12/2024	Alpha DNA Investment Management LLC	18,368	$1.19M	0.4%	-40.7%	0.001%
11/12/2024	Larson Financial Group LLC	8,760	$0.57M	0.0%	+380.3%	0.000%
11/12/2024	Sompo Asset Management Co. Ltd.	8,950	$0.58M	0.1%	N/A	0.001%
11/12/2024	Swedbank AB	605,261	$39.23M	0.0%	+3.7%	0.034%
11/12/2024	StoneX Group Inc.	13,642	$0.88M	0.1%	+20.7%	0.001%
11/12/2024	Pitcairn Co.	9,910	$0.64M	0.0%	-18.9%	0.001%
11/12/2024	Palisade Asset Management LLC	26,735	$1.73M	0.2%	+2.2%	0.002%
11/12/2024	Kingsview Wealth Management LLC	6,747	$0.44M	0.0%	+7.6%	0.000%
11/12/2024	Cerity Partners LLC	1,086,616	$70.42M	0.2%	+10.4%	0.061%
11/12/2024	Great Valley Advisor Group Inc.	30,228	$1.96M	0.0%	+20.1%	0.002%
11/12/2024	Nicolet Advisory Services LLC	20,155	$1.28M	0.1%	+30.2%	0.001%
11/12/2024	Meridian Wealth Management LLC	9,815	$0.64M	0.0%	N/A	0.001%
11/12/2024	Icon Wealth Advisors LLC	9,100	$0.59M	0.0%	+72.0%	0.001%
11/12/2024	GM Advisory Group LLC	19,986	$1.30M	0.1%	-2.0%	0.001%
11/12/2024	Allen Capital Group LLC	70,968	$4.60M	0.6%	+3.7%	0.004%
11/12/2024	Biltmore Family Office LLC	5,217	$0.34M	0.1%	+90.0%	0.000%
11/12/2024	Raymond James Trust N.A.	25,029	$1.62M	0.0%	-9.1%	0.001%
11/12/2024	Lathrop Investment Management Corp	206,438	$13.38M	2.5%	-2.5%	0.012%
11/12/2024	Charles Schwab Investment Management Inc.	7,893,522	$511.58M	0.1%	+0.8%	0.444%
11/12/2024	Banco Santander S.A.	10,903	$0.71M	0.0%	+53.4%	0.001%
11/12/2024	Navellier & Associates Inc.	8,100	$0.53M	0.1%	-28.7%	0.000%
11/12/2024	Smithfield Trust Co	4,381	$0.28M	0.0%	-14.8%	0.000%
11/12/2024	RW Investment Management LLC	7,264	$0.47M	0.1%	-2.6%	0.000%
11/12/2024	Pacer Advisors Inc.	111,365	$7.22M	0.0%	+4.4%	0.006%
11/12/2024	Mizuho Securities USA LLC	96,871	$6.28M	0.1%	-15.8%	0.005%
11/12/2024	GS Investments Inc.	57,434	$3.72M	1.7%	+0.3%	0.003%
11/12/2024	Brown Capital Management LLC	6,648	$0.43M	0.0%	-3.3%	0.000%
11/12/2024	Massachusetts Financial Services Co. MA	28,679,305	$1.86B	0.6%	+6.3%	1.613%
11/12/2024	Integrated Investment Consultants LLC	104,278	$6.76M	0.2%	+268.2%	0.006%
11/12/2024	Thompson Siegel & Walmsley LLC	128,703	$8.34M	0.1%	-4.0%	0.007%
11/9/2024	Trustmark National Bank Trust Department	7,283	$0.47M	0.0%	-46.8%	0.000%
11/9/2024	Primecap Management Co. CA	1,036,350	$67.17M	0.0%	-2.1%	0.058%
11/9/2024	Intech Investment Management LLC	36,281	$2.35M	0.0%	+44.0%	0.002%
11/9/2024	Aurora Investment Counsel	30,786	$2M	1.1%	+10.2%	0.002%
11/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	193,881	$12.57M	0.0%	+6.5%	0.011%
11/8/2024	King Luther Capital Management Corp	27,064	$1.75M	0.0%	+2.2%	0.002%
11/8/2024	EverSource Wealth Advisors LLC	22,704	$1.47M	0.1%	+11.6%	0.001%
11/8/2024	Moors & Cabot Inc.	24,032	$1.56M	0.1%	+4.6%	0.001%
11/8/2024	First Horizon Advisors Inc.	2,965	$0.19M	0.0%	-20.7%	0.000%
11/8/2024	Advisors Asset Management Inc.	18,823	$1.22M	0.0%	-4.9%	0.001%
11/8/2024	Connor Clark & Lunn Investment Management Ltd.	162,171	$10.51M	0.1%	-16.1%	0.009%
11/8/2024	Commerce Bank	77,142	$5M	0.0%	-49.4%	0.004%
11/8/2024	Prospera Private Wealth LLC	482	$31K	0.0%	N/A	0.000%
11/8/2024	Premier Fund Managers Ltd	900,000	$57.97M	2.1%	+8.4%	0.051%
11/8/2024	Avior Wealth Management LLC	29,756	$1.93M	0.1%	+13.4%	0.002%
11/8/2024	West Family Investments Inc.	4,500	$0.29M	0.1%	+9.4%	0.000%
11/8/2024	Aberdeen Wealth Management LLC	4,244	$0.28M	0.2%	+11.2%	0.000%
11/8/2024	Horan Capital Advisors LLC.	42,050	$2.73M	0.9%	-1.3%	0.002%
11/8/2024	Parnassus Investments LLC	1,694,634	$109.83M	0.2%	+4.1%	0.095%
11/8/2024	B. Metzler seel. Sohn & Co. Holding AG	220,261	$14.28M	0.1%	N/A	0.012%

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: $80.19

$79.81

$82.50

50 Day Range

MA: $68.05

$61.74

$78.27

52 Week Range

Now: $80.19

$55.09

$82.50

Volume

14,451,210 shs

Average Volume

8,101,502 shs

Market Capitalization

$142.71 billion

P/E Ratio

31.32

Dividend Yield

1.28%

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)
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:
Massachusetts Financial Services Co. MA — 1.61%
Fisher Asset Management LLC — 1.14%
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC — 0.51%
Charles Schwab Investment Management Inc. — 0.44%
Ruane Cunniff & Goldfarb L.P. — 0.42%
Principal Financial Group Inc. — 0.38%
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:
Los Angeles Capital Management LLC
Blue Whale Capital LLP
Fort Pitt Capital Group LLC
Yacktman Asset Management LP
New York State Common Retirement Fund
FMR LLC
Ruane Cunniff & Goldfarb L.P.
First Long Island Investors LLC
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)
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:
Massachusetts Financial Services Co. MA
AustralianSuper Pty Ltd
International Assets Investment Management LLC
Healthcare of Ontario Pension Plan Trust Fund
Assenagon Asset Management S.A.
Caisse DE Depot ET Placement DU Quebec
KBC Group NV
Fisher Asset Management LLC
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.