SCHW Insider Trading

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

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: $72.59
Price Change: Price Increase of +0.88 (1.23%)
As of 10/24/2024 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
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  
11/22/2021Charles R SchwabChairmanSell49,100$82.43$4,047,313.00View SEC Filing Icon  
11/22/2021Joan DeaDirectorSell1,250$82.64$103,300.00View SEC Filing Icon  
11/18/2021Charles R SchwabChairmanSell49,100$81.90$4,021,290.00View SEC Filing Icon  
11/15/2021Charles R SchwabChairmanSell49,100$81.97$4,024,727.00View SEC Filing Icon  
11/8/2021Charles R SchwabChairmanSell1,973$81.75$161,292.75View SEC Filing Icon  
11/1/2021Charles R SchwabChairmanSell61,350$81.67$5,010,454.50View SEC Filing Icon  
10/29/2021Charles R SchwabChairmanSell150,000$82.02$12,303,000.00View SEC Filing Icon  
10/27/2021Charles R SchwabChairmanSell768$83.00$63,744.00View SEC Filing Icon  
10/25/2021Bernard J. ClarkEVPSell300$84.00$25,200.00View SEC Filing Icon  
10/25/2021Charles R SchwabChairmanSell23,698$83.05$1,968,118.90View SEC Filing Icon  
10/25/2021Joseph R. MartinettoCOOSell230$83.99$19,317.70View SEC Filing Icon  
10/22/2021Charles R SchwabChairmanSell120,000$82.56$9,907,200.00View SEC Filing Icon  
10/22/2021Nigel J. MurtaghEVPSell28,000$83.26$2,331,280.00View SEC Filing Icon  
10/22/2021Peter B. CrawfordCFOSell11,000$83.38$917,180.00View 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
10/24/2024Nisa Investment Advisors LLC459,464$29.78M0.2%+14.3%0.026%Search for SEC Filing on Google Icon
10/24/2024TCI Wealth Advisors Inc.15,830$1.03M0.1%+23.6%0.001%Search for SEC Filing on Google Icon
10/24/2024Patriot Financial Group Insurance Agency LLC43,683$2.83M0.4%+1.0%0.002%Search for SEC Filing on Google Icon
10/24/2024Vima LLC10,736$0.70M1.4%-1.7%0.001%Search for SEC Filing on Google Icon
10/24/2024Concord Wealth Partners1,998$0.13M0.0%+106.6%0.000%Search for SEC Filing on Google Icon
10/24/2024Vivid Wealth Management LLC7,452$0.48M0.3%-34.0%0.000%Search for SEC Filing on Google Icon
10/24/2024Klein Pavlis & Peasley Financial Inc.56,569$3.67M2.9%+27.6%0.003%Search for SEC Filing on Google Icon
10/24/2024First American Bank51,397$3.33M0.2%-14.7%0.003%Search for SEC Filing on Google Icon
10/24/2024Salomon & Ludwin LLC460$30K0.0%-38.4%0.000%Search for SEC Filing on Google Icon
10/24/2024Cavalier Investments LLC9,754$0.63M0.2%+6.0%0.001%Search for SEC Filing on Google Icon
10/24/2024J.W. Cole Advisors Inc.3,369$0.22M0.0%-14.3%0.000%Search for SEC Filing on Google Icon
10/24/2024Conscious Wealth Investments LLC43,970$3.15M2.2%+0.5%0.002%Search for SEC Filing on Google Icon
10/24/2024Sterling Investment Advisors Ltd.36,451$2.36M0.6%-20.2%0.002%Search for SEC Filing on Google Icon
10/24/2024State of Alaska Department of Revenue173,612$11.25M0.1%+6.9%0.010%Search for SEC Filing on Google Icon
10/24/2024Valley National Advisers Inc.30,155$1.95M0.4%-55.4%0.002%Search for SEC Filing on Google Icon
10/24/2024Financial Management Professionals Inc.2,735$0.18M0.0%-13.7%0.000%Search for SEC Filing on Google Icon
10/24/2024Kavar Capital Partners Group LLC70,958$4.60M0.7%-0.6%0.004%Search for SEC Filing on Google Icon
10/24/2024Frank Rimerman Advisors LLC14,069$0.91M0.1%-21.8%0.001%Search for SEC Filing on Google Icon
10/24/2024Clear Harbor Asset Management LLC17,531$1.14M0.1%+207.0%0.001%Search for SEC Filing on Google Icon
10/24/2024DekaBank Deutsche Girozentrale396,106$25.37M0.0%-29.4%0.022%Search for SEC Filing on Google Icon
10/24/2024Modera Wealth Management LLC165,818$10.75M0.1%-12.4%0.009%Search for SEC Filing on Google Icon
10/24/2024GHP Investment Advisors Inc.64,077$4.15M0.2%+3.9%0.004%Search for SEC Filing on Google Icon
10/24/2024MCF Advisors LLC7,107$0.46M0.0%-2.3%0.000%Search for SEC Filing on Google Icon
10/24/2024Wealth Enhancement Advisory Services LLC937,303$60.75M0.1%+1.1%0.053%Search for SEC Filing on Google Icon
10/24/2024PFG Investments LLC5,652$0.37M0.0%-22.7%0.000%Search for SEC Filing on Google Icon
10/24/2024Horizon Bancorp Inc. IN2,416$0.16M0.1%+48.6%0.000%Search for SEC Filing on Google Icon
10/24/2024Arkadios Wealth Advisors10,765$0.70M0.0%+20.6%0.001%Search for SEC Filing on Google Icon
10/24/2024Forsta AP Fonden333,101$21.59M0.2%+7.7%0.019%Search for SEC Filing on Google Icon
10/23/2024Mirae Asset Global Investments Co. Ltd.222,754$13.75M0.1%-5.9%0.013%Search for SEC Filing on Google Icon
10/23/2024Louisiana State Employees Retirement System84,100$5.45M0.1%-0.5%0.005%Search for SEC Filing on Google Icon
10/23/2024Allworth Financial LP25,346$1.64M0.0%-6.8%0.001%Search for SEC Filing on Google Icon
10/23/2024Highland Capital Management LLC28,519$1.85M0.1%-71.6%0.002%Search for SEC Filing on Google Icon
10/23/2024Cromwell Holdings LLC2,470$0.16M0.1%-47.9%0.000%Search for SEC Filing on Google Icon
10/23/2024Country Club Bank130,180$8.39M0.6%-3.3%0.007%Search for SEC Filing on Google Icon
10/23/2024Lincoln Capital Corp64,142$4.16M1.7%-0.9%0.004%Search for SEC Filing on Google Icon
10/23/2024Joel Isaacson & Co. LLC7,122$0.46M0.0%+22.3%0.000%Search for SEC Filing on Google Icon
10/23/2024Legacy Wealth Asset Management LLC9,201$0.60M0.2%+1.9%0.001%Search for SEC Filing on Google Icon
10/23/2024BayBridge Capital Group LLC19,232$1.25M0.9%+4.5%0.001%Search for SEC Filing on Google Icon
10/23/2024Heritage Oak Wealth Advisors LLC4,251$0.28M0.1%N/A0.000%Search for SEC Filing on Google Icon
10/23/2024Bank of Stockton10,329$0.67M0.2%+4.8%0.001%Search for SEC Filing on Google Icon
10/23/2024Mediolanum International Funds Ltd256,193$16.48M0.2%-1.0%0.014%Search for SEC Filing on Google Icon
10/23/2024Lake Street Advisors Group LLC12,866$0.83M0.0%-1.5%0.001%Search for SEC Filing on Google Icon
10/23/2024Court Place Advisors LLC4,100$0.27M0.1%-4.7%0.000%Search for SEC Filing on Google Icon
10/23/2024Cullinan Associates Inc.13,300$0.94M0.1%-65.7%0.001%Search for SEC Filing on Google Icon
10/23/2024Tandem Capital Management Corp ADV49,065$3.18M1.7%-0.7%0.003%Search for SEC Filing on Google Icon
10/23/2024Dumont & Blake Investment Advisors LLC11,386$0.74M0.2%-50.0%0.001%Search for SEC Filing on Google Icon
10/23/2024Warther Private Wealth LLC216,020$14M4.9%+28.3%0.012%Search for SEC Filing on Google Icon
10/23/2024Ballentine Partners LLC21,839$1.42M0.0%+0.8%0.001%Search for SEC Filing on Google Icon
10/23/2024Financial Partners Group LLC30,477$1.98M0.7%+18.9%0.002%Search for SEC Filing on Google Icon
10/23/2024Busey Bank217,582$14.10M0.5%+2.1%0.012%Search for SEC Filing on Google Icon
10/23/2024Mraz Amerine & Associates Inc.31,657$2.05M0.4%-12.2%0.002%Search for SEC Filing on Google Icon
10/23/2024Mount Yale Investment Advisors LLC24,643$1.60M0.2%-18.9%0.001%Search for SEC Filing on Google Icon
10/23/2024Eagle Ridge Investment Management362,006$23.46M2.1%+1.6%0.020%Search for SEC Filing on Google Icon
10/23/2024Dakota Wealth Management40,785$2.64M0.1%-6.6%0.002%Search for SEC Filing on Google Icon
10/23/2024Investment Research & Advisory Group Inc.64,336$4.17M1.8%+3.8%0.004%Search for SEC Filing on Google Icon
10/23/2024DT Investment Partners LLC1,545$100K0.0%+24.0%0.000%Search for SEC Filing on Google Icon
10/23/2024Assenagon Asset Management S.A.1,138,269$73.77M0.1%+138.0%0.064%Search for SEC Filing on Google Icon
10/23/2024IFM Investors Pty Ltd303,722$19.68M0.2%+0.3%0.017%Search for SEC Filing on Google Icon
10/23/2024Mason & Associates Inc6,233$0.40M0.1%+3.7%0.000%Search for SEC Filing on Google Icon
10/23/2024Arcataur Capital Management LLC6,648$0.43M0.1%+2.3%0.000%Search for SEC Filing on Google Icon
10/23/2024Lafayette Investments Inc.97,750$6.34M1.3%+0.8%0.005%Search for SEC Filing on Google Icon
10/23/2024Grimes & Company Inc.38,452$2.49M0.1%-73.1%0.002%Search for SEC Filing on Google Icon
10/23/2024Grassi Investment Management119,618$7.75M0.7%-1.4%0.007%Search for SEC Filing on Google Icon
10/23/2024Greystone Financial Group LLC16,155$1.05M0.2%+88.4%0.001%Search for SEC Filing on Google Icon
10/23/2024Hoertkorn Richard Charles100,090$6.49M2.8%N/A0.006%Search for SEC Filing on Google Icon
10/23/2024CENTRAL TRUST Co10,518$0.68M0.0%-29.0%0.001%Search for SEC Filing on Google Icon
10/23/2024Keene & Associates Inc.9,321$0.60M0.5%+7.0%0.001%Search for SEC Filing on Google Icon
10/23/2024Hennion & Walsh Asset Management Inc.52,307$3.39M0.2%+53.0%0.003%Search for SEC Filing on Google Icon
10/23/2024Patrick M Sweeney & Associates Inc.13,219$0.86M0.6%+5.5%0.001%Search for SEC Filing on Google Icon
10/23/2024Great Lakes Retirement Inc.142,450$9.23M1.2%+5.2%0.008%Search for SEC Filing on Google Icon
10/23/2024Riverwater Partners LLC23,380$1.48M0.7%+27.4%0.001%Search for SEC Filing on Google Icon
10/23/2024Spectrum Asset Management Inc. NB CA65,167$4.22M1.8%-0.7%0.004%Search for SEC Filing on Google Icon
10/22/2024International Assets Investment Management LLC889,779$57.67M0.0%+7,559.9%0.050%Search for SEC Filing on Google Icon
10/22/2024Capital Investment Counsel Inc92,541$6M0.9%+161.2%0.005%Search for SEC Filing on Google Icon
10/22/2024Heartland Bank & Trust Co8,421$0.55M0.3%-6.8%0.000%Search for SEC Filing on Google Icon
10/22/2024Courier Capital LLC45,605$2.96M0.2%-0.4%0.003%Search for SEC Filing on Google Icon
10/22/2024Guidance Capital Inc.14,230$1.02M0.3%+2.5%0.001%Search for SEC Filing on Google Icon
10/22/2024Hartford Investment Management Co.94,010$6.09M0.2%-1.7%0.005%Search for SEC Filing on Google Icon
10/22/2024Greenleaf Trust55,558$3.60M0.0%+63.8%0.003%Search for SEC Filing on Google Icon
10/22/2024Commerzbank Aktiengesellschaft FI18,508$1.20M0.0%+470.5%0.001%Search for SEC Filing on Google Icon
10/22/2024Lecap Asset Management Ltd.14,630$0.95M0.2%+73.4%0.001%Search for SEC Filing on Google Icon
10/22/2024Marietta Wealth Management LLC67,947$4.40M0.6%+5.5%0.004%Search for SEC Filing on Google Icon
10/22/2024Lazari Capital Management Inc.8,840$0.57M0.2%-3.9%0.000%Search for SEC Filing on Google Icon
10/22/2024Weaver Capital Management LLC6,466$0.42M0.1%-4.5%0.000%Search for SEC Filing on Google Icon
10/22/2024GAM Holding AG216,756$14.05M1.1%+58.6%0.012%Search for SEC Filing on Google Icon
10/22/2024Private Advisor Group LLC93,842$6.08M0.0%-10.0%0.005%Search for SEC Filing on Google Icon
10/22/2024Tempus Wealth Planning LLC6,220$0.40M0.1%+8.3%0.000%Search for SEC Filing on Google Icon
10/22/2024Waldron Private Wealth LLC13,093$0.85M0.0%-11.8%0.001%Search for SEC Filing on Google Icon
10/22/2024Eastern Bank1,689$0.11M0.0%N/A0.000%Search for SEC Filing on Google Icon
10/22/2024Signaturefd LLC23,936$1.55M0.0%-8.7%0.001%Search for SEC Filing on Google Icon
10/22/2024Sequoia Financial Advisors LLC327,741$21.24M0.2%+548.0%0.018%Search for SEC Filing on Google Icon
10/21/2024Argus Investors Counsel Inc.29,783$1.93M1.3%-1.7%0.002%Search for SEC Filing on Google Icon
10/21/2024Cetera Trust Company N.A27,955$1.81M1.1%-13.3%0.002%Search for SEC Filing on Google Icon
10/21/2024Sweeney & Michel LLC6,529$0.47M0.2%+25.6%0.000%Search for SEC Filing on Google Icon
10/21/2024Calton & Associates Inc.4,094$0.27M0.1%+17.3%0.000%Search for SEC Filing on Google Icon
10/21/2024Foundations Investment Advisors LLC23,528$1.53M0.0%+5.3%0.001%Search for SEC Filing on Google Icon
10/21/2024Telos Capital Management Inc.9,218$0.60M0.1%-46.9%0.001%Search for SEC Filing on Google Icon
10/21/2024Raleigh Capital Management Inc.1,010$65K0.0%+32.2%0.000%Search for SEC Filing on Google Icon
10/21/2024GFG Capital LLC38,310$2.48M0.6%+3.3%0.002%Search for SEC Filing on Google Icon
10/21/2024Community Financial Services Group LLC66,019$4.28M0.9%-4.5%0.004%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: $72.59
Low: $71.32
High: $72.65

50 Day Range

MA: $65.45
Low: $61.74
High: $72.08

52 Week Range

Now: $72.59
Low: $48.66
High: $79.49

Volume

6,198,875 shs

Average Volume

8,078,331 shs

Market Capitalization

$129.01 billion

P/E Ratio

28.36

Dividend Yield

1.41%

Beta

0.97

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. Todd M Ricketts (Director)
  5. Frank C Herringer (Director)
  6. Richard A Wurster (President)
  7. Bernard J Clark (Insider)
  8. Paula A Sneed (Director)
  9. Jonathan M Craig (Insider)
  10. Nigel J Murtagh (Insider)
  11. Paul V Woolway (Insider)
  12. Peter B Crawford (CFO)
  13. Nigel J Murtagh (EVP)
  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 (EVP)
  22. 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. Raymond James & Associates — 0.10%
  2. Assenagon Asset Management S.A. — 0.06%
  3. Wealth Enhancement Advisory Services LLC — 0.05%
  4. International Assets Investment Management LLC — 0.05%
  5. Allspring Global Investments Holdings LLC — 0.04%
  6. Swedbank AB — 0.03%
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. Franklin Street Advisors Inc. NC
  2. Portman Square Capital LLP
  3. DekaBank Deutsche Girozentrale
  4. Grimes & Company Inc.
  5. Highland Capital Management LLC
  6. Strategic Wealth Partners Ltd.
  7. CWM LLC
  8. Valley National Advisers Inc.
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. Todd M Ricketts (Director)
  5. Frank C Herringer (Director)
  6. Richard A Wurster (President)
  7. Bernard J Clark (Insider)
  8. Paula A Sneed (Director)
  9. Jonathan M Craig (Insider)
  10. Nigel J Murtagh (Insider)
  11. 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. International Assets Investment Management LLC
  2. Assenagon Asset Management S.A.
  3. Sequoia Financial Advisors LLC
  4. Hoertkorn Richard Charles
  5. GAM Holding AG
  6. Creative Planning
  7. Allspring Global Investments Holdings LLC
  8. Nisa Investment Advisors LLC
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. Todd M Ricketts (Director)
  5. Frank C Herringer (Director)
  6. Richard A Wurster (President)
  7. Bernard J Clark (Insider)
  8. Paula A Sneed (Director)
Learn More investors buying Charles Schwab stock.