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): $77,926,844.92

Charles Schwab Insider Trading History Chart

Charles Schwab Share Price & Price History

^$71.91

▲ +0.09 (0.13%)

As of 10/28/2024 01:02 PM 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
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
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

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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
10/28/2024	Catalyst Financial Partners LLC	12,198	$0.79M	0.2%	-3.4%	0.001%
10/25/2024	Financial Advocates Investment Management	3,166	$0.21M	0.0%	-12.9%	0.000%
10/25/2024	Hudson Valley Investment Advisors Inc. ADV	49,957	$3.24M	0.4%	N/A	0.003%
10/25/2024	Tandem Capital Management Corp ADV	49,537	$3.21M	1.6%	+0.3%	0.003%
10/25/2024	JFS Wealth Advisors LLC	25,035	$1.62M	0.1%	+6,286.5%	0.001%
10/25/2024	Pinnacle Associates Ltd.	92,537	$6.37M	0.1%	+3.6%	0.005%
10/25/2024	First Trust Direct Indexing L.P.	42,492	$2.75M	0.1%	+8.9%	0.002%
10/25/2024	Evermay Wealth Management LLC	4,948	$0.32M	0.1%	-4.1%	0.000%
10/25/2024	New York State Teachers Retirement System	1,293,414	$83.83M	0.2%	-4.7%	0.073%
10/25/2024	Ariston Services Group	3,958	$0.26M	0.2%	-33.4%	0.000%
10/25/2024	Golden State Equity Partners	10,766	$0.70M	0.2%	-42.3%	0.001%
10/25/2024	Highline Wealth Partners LLC	3,330	$0.22M	0.1%	N/A	0.000%
10/25/2024	AMI Asset Management Corp	762,718	$49.43M	2.7%	-3.3%	0.043%
10/25/2024	Trajan Wealth LLC	58,248	$3.78M	0.2%	+15.0%	0.003%
10/25/2024	Childress Capital Advisors LLC	3,323	$0.22M	0.1%	-5.8%	0.000%
10/25/2024	Nicholas Hoffman & Company LLC.	21,352	$1.38M	0.1%	+6.3%	0.001%
10/25/2024	Vanguard Capital Wealth Advisors	9,450	$0.61M	0.6%	+18.9%	0.001%
10/25/2024	Fidelis Capital Partners LLC	5,837	$0.42M	0.0%	-8.0%	0.000%
10/25/2024	GW Henssler & Associates Ltd.	284,917	$18.47M	1.0%	+2.1%	0.016%
10/25/2024	Ramsay Stattman Vela & Price Inc.	9,387	$0.61M	0.1%	+7.3%	0.001%
10/25/2024	Strategic Blueprint LLC	9,273	$0.60M	0.0%	-7.1%	0.001%
10/25/2024	Diversify Advisory Services LLC	42,297	$3M	0.2%	+49.5%	0.002%
10/25/2024	Integrated Advisors Network LLC	16,963	$1.10M	0.1%	-70.4%	0.001%
10/25/2024	Fortitude Family Office LLC	558	$36K	0.0%	+43.4%	0.000%
10/25/2024	Traynor Capital Management Inc.	7,267	$0.47M	0.0%	-9.8%	0.000%
10/25/2024	abrdn plc	1,259,418	$81.01M	0.1%	+0.7%	0.071%
10/24/2024	Nisa Investment Advisors LLC	459,464	$29.78M	0.2%	+14.3%	0.026%
10/24/2024	TCI Wealth Advisors Inc.	15,830	$1.03M	0.1%	+23.6%	0.001%
10/24/2024	Patriot Financial Group Insurance Agency LLC	43,683	$2.83M	0.4%	+1.0%	0.002%
10/24/2024	Vima LLC	10,736	$0.70M	1.4%	-1.7%	0.001%
10/24/2024	Concord Wealth Partners	1,998	$0.13M	0.0%	+106.6%	0.000%
10/24/2024	Vivid Wealth Management LLC	7,452	$0.48M	0.3%	-34.0%	0.000%
10/24/2024	Klein Pavlis & Peasley Financial Inc.	56,569	$3.67M	2.9%	+27.6%	0.003%
10/24/2024	First American Bank	51,397	$3.33M	0.2%	-14.7%	0.003%
10/24/2024	Salomon & Ludwin LLC	460	$30K	0.0%	-38.4%	0.000%
10/24/2024	Cavalier Investments LLC	9,754	$0.63M	0.2%	+6.0%	0.001%
10/24/2024	J.W. Cole Advisors Inc.	3,369	$0.22M	0.0%	-14.3%	0.000%
10/24/2024	Conscious Wealth Investments LLC	43,970	$3.15M	2.2%	+0.5%	0.002%
10/24/2024	Sterling Investment Advisors Ltd.	36,451	$2.36M	0.6%	-20.2%	0.002%
10/24/2024	State of Alaska Department of Revenue	173,612	$11.25M	0.1%	+6.9%	0.010%
10/24/2024	Valley National Advisers Inc.	30,155	$1.95M	0.4%	-55.4%	0.002%
10/24/2024	Financial Management Professionals Inc.	2,735	$0.18M	0.0%	-13.7%	0.000%
10/24/2024	Kavar Capital Partners Group LLC	70,958	$4.60M	0.7%	-0.6%	0.004%
10/24/2024	Frank Rimerman Advisors LLC	14,069	$0.91M	0.1%	-21.8%	0.001%
10/24/2024	Clear Harbor Asset Management LLC	17,531	$1.14M	0.1%	+207.0%	0.001%
10/24/2024	DekaBank Deutsche Girozentrale	396,106	$25.37M	0.0%	-29.4%	0.022%
10/24/2024	Modera Wealth Management LLC	165,818	$10.75M	0.1%	-12.4%	0.009%
10/24/2024	GHP Investment Advisors Inc.	64,077	$4.15M	0.2%	+3.9%	0.004%
10/24/2024	MCF Advisors LLC	7,107	$0.46M	0.0%	-2.3%	0.000%
10/24/2024	Wealth Enhancement Advisory Services LLC	937,303	$60.75M	0.1%	+1.1%	0.053%
10/24/2024	PFG Investments LLC	5,652	$0.37M	0.0%	-22.7%	0.000%
10/24/2024	Horizon Bancorp Inc. IN	2,416	$0.16M	0.1%	+48.6%	0.000%
10/24/2024	Arkadios Wealth Advisors	10,765	$0.70M	0.0%	+20.6%	0.001%
10/24/2024	Forsta AP Fonden	333,101	$21.59M	0.2%	+7.7%	0.019%
10/23/2024	Mirae Asset Global Investments Co. Ltd.	222,754	$13.75M	0.1%	-5.9%	0.013%
10/23/2024	Louisiana State Employees Retirement System	84,100	$5.45M	0.1%	-0.5%	0.005%
10/23/2024	Allworth Financial LP	25,346	$1.64M	0.0%	-6.8%	0.001%
10/23/2024	Highland Capital Management LLC	28,519	$1.85M	0.1%	-71.6%	0.002%
10/23/2024	Cromwell Holdings LLC	2,470	$0.16M	0.1%	-47.9%	0.000%
10/23/2024	Country Club Bank	130,180	$8.39M	0.6%	-3.3%	0.007%
10/23/2024	Lincoln Capital Corp	64,142	$4.16M	1.7%	-0.9%	0.004%
10/23/2024	Joel Isaacson & Co. LLC	7,122	$0.46M	0.0%	+22.3%	0.000%
10/23/2024	Legacy Wealth Asset Management LLC	9,201	$0.60M	0.2%	+1.9%	0.001%
10/23/2024	BayBridge Capital Group LLC	19,232	$1.25M	0.9%	+4.5%	0.001%
10/23/2024	Heritage Oak Wealth Advisors LLC	4,251	$0.28M	0.1%	N/A	0.000%
10/23/2024	Bank of Stockton	10,329	$0.67M	0.2%	+4.8%	0.001%
10/23/2024	Mediolanum International Funds Ltd	256,193	$16.48M	0.2%	-1.0%	0.014%
10/23/2024	Lake Street Advisors Group LLC	12,866	$0.83M	0.0%	-1.5%	0.001%
10/23/2024	Court Place Advisors LLC	4,100	$0.27M	0.1%	-4.7%	0.000%
10/23/2024	Cullinan Associates Inc.	13,300	$0.94M	0.1%	-65.7%	0.001%
10/23/2024	Tandem Capital Management Corp ADV	49,065	$3.18M	1.7%	-0.7%	0.003%
10/23/2024	Dumont & Blake Investment Advisors LLC	11,386	$0.74M	0.2%	-50.0%	0.001%
10/23/2024	Warther Private Wealth LLC	216,020	$14M	4.9%	+28.3%	0.012%
10/23/2024	Ballentine Partners LLC	21,839	$1.42M	0.0%	+0.8%	0.001%
10/23/2024	Financial Partners Group LLC	30,477	$1.98M	0.7%	+18.9%	0.002%
10/23/2024	Busey Bank	217,582	$14.10M	0.5%	+2.1%	0.012%
10/23/2024	Mraz Amerine & Associates Inc.	31,657	$2.05M	0.4%	-12.2%	0.002%
10/23/2024	Mount Yale Investment Advisors LLC	24,643	$1.60M	0.2%	-18.9%	0.001%
10/23/2024	Eagle Ridge Investment Management	362,006	$23.46M	2.1%	+1.6%	0.020%
10/23/2024	Dakota Wealth Management	40,785	$2.64M	0.1%	-6.6%	0.002%
10/23/2024	Investment Research & Advisory Group Inc.	64,336	$4.17M	1.8%	+3.8%	0.004%
10/23/2024	DT Investment Partners LLC	1,545	$100K	0.0%	+24.0%	0.000%
10/23/2024	Assenagon Asset Management S.A.	1,138,269	$73.77M	0.1%	+138.0%	0.064%
10/23/2024	IFM Investors Pty Ltd	303,722	$19.68M	0.2%	+0.3%	0.017%
10/23/2024	Mason & Associates Inc	6,233	$0.40M	0.1%	+3.7%	0.000%
10/23/2024	Arcataur Capital Management LLC	6,648	$0.43M	0.1%	+2.3%	0.000%
10/23/2024	Lafayette Investments Inc.	97,750	$6.34M	1.3%	+0.8%	0.005%
10/23/2024	Grimes & Company Inc.	38,452	$2.49M	0.1%	-73.1%	0.002%
10/23/2024	Grassi Investment Management	119,618	$7.75M	0.7%	-1.4%	0.007%
10/23/2024	Greystone Financial Group LLC	16,155	$1.05M	0.2%	+88.4%	0.001%
10/23/2024	Hoertkorn Richard Charles	100,090	$6.49M	2.8%	N/A	0.006%
10/23/2024	CENTRAL TRUST Co	10,518	$0.68M	0.0%	-29.0%	0.001%
10/23/2024	Keene & Associates Inc.	9,321	$0.60M	0.5%	+7.0%	0.001%
10/23/2024	Hennion & Walsh Asset Management Inc.	52,307	$3.39M	0.2%	+53.0%	0.003%
10/23/2024	Patrick M Sweeney & Associates Inc.	13,219	$0.86M	0.6%	+5.5%	0.001%
10/23/2024	Great Lakes Retirement Inc.	142,450	$9.23M	1.2%	+5.2%	0.008%
10/23/2024	Riverwater Partners LLC	23,380	$1.48M	0.7%	+27.4%	0.001%
10/23/2024	Spectrum Asset Management Inc. NB CA	65,167	$4.22M	1.8%	-0.7%	0.004%
10/22/2024	International Assets Investment Management LLC	889,779	$57.67M	0.0%	+7,559.9%	0.050%
10/22/2024	Capital Investment Counsel Inc	92,541	$6M	0.9%	+161.2%	0.005%

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: $71.91

$71.65

$72.58

50 Day Range

MA: $65.73

$61.74

$72.59

52 Week Range

Now: $71.91

$49.71

$79.49

Volume

1,071,450 shs

Average Volume

8,027,459 shs

Market Capitalization

$127.89 billion

P/E Ratio

28.09

Dividend Yield

1.39%

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:
Raymond James & Associates — 0.10%
New York State Teachers Retirement System — 0.07%
abrdn plc — 0.07%
Assenagon Asset Management S.A. — 0.06%
Wealth Enhancement Advisory Services LLC — 0.05%
International Assets Investment Management LLC — 0.05%
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:
Franklin Street Advisors Inc. NC
Portman Square Capital LLP
DekaBank Deutsche Girozentrale
Grimes & Company Inc.
Highland Capital Management LLC
New York State Teachers Retirement System
Strategic Wealth Partners Ltd.
CWM 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:
International Assets Investment Management LLC
Assenagon Asset Management S.A.
Sequoia Financial Advisors LLC
Hoertkorn Richard Charles
GAM Holding AG
Creative Planning
Allspring Global Investments Holdings LLC
Nisa Investment Advisors 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.