According to Steven Lubka, head of a private equity firm with over $250M in assets under management, "Bitcoin is poised to reach six-figures, no matter who wins the U.S. presidential election…" And as Bitcoin rallies, we could see other smaller coins rise to heights never seen before. Coins that you may not have even heard of before could shoot up 10x, 20x, maybe even 150x in the coming months…

Just click here to request my "Bull Run Millionaire Blueprint" now.

SCHW Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 6.60%

Insider Buying (Last 12 Months): $2,277,000.00

Insider Selling (Last 12 Months): $71,600,979.16

Charles Schwab Insider Trading History Chart

Charles Schwab Share Price & Price History

^$67.73

▲ +1.08 (1.62%)

As of 10/11/2024 11:04 AM ET

Days: 30 | 90 | 365

WARNING: “Buffett Indicator” flashing for first time in 50 years

From Behind the Markets | Ad

The stock market collapsed and didn't recover for an entire decade. And what we're facing today could be even worse. That's why the actions you take in the next 90 days could be crucial for your financial future.

Take these 4 steps today to protect your retirement NOW

Charles Schwab Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
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
10/27/2021	Charles R Schwab	Chairman	Sell	768	$83.00	$63,744.00
10/25/2021	Bernard J. Clark	EVP	Sell	300	$84.00	$25,200.00
10/25/2021	Charles R Schwab	Chairman	Sell	23,698	$83.05	$1,968,118.90
10/25/2021	Joseph R. Martinetto	COO	Sell	230	$83.99	$19,317.70
10/22/2021	Charles R Schwab	Chairman	Sell	120,000	$82.56	$9,907,200.00
10/22/2021	Nigel J. Murtagh	EVP	Sell	28,000	$83.26	$2,331,280.00
10/22/2021	Peter B. Crawford	CFO	Sell	11,000	$83.38	$917,180.00
10/20/2021	Charles R Schwab	Chairman	Sell	185,250	$81.18	$15,038,595.00
10/19/2021	Walter W. Bettinger	CEO	Sell	245,239	$81.12	$19,893,787.68
10/18/2021	Charles R Schwab	Chairman	Sell	13,000	$80.34	$1,044,420.00
10/18/2021	Christopher V. Dodds	Director	Sell	11,094	$80.38	$891,735.72
10/15/2021	Joseph R. Martinetto	COO	Sell	35,515	$80.53	$2,860,022.95
10/11/2021	Bernard J. Clark	EVP	Sell	29,977	$78.16	$2,343,002.32
10/11/2021	Charles R Schwab	Chairman	Sell	28,000	$78.50	$2,198,000.00
10/11/2021	Joseph R. Martinetto	COO	Sell	25,484	$78.05	$1,989,026.20

Biden’s Capital Gains Tax to Devastate Savings!

From Golden Crest | Ad

Don't let the corrupt elites dictate your future—ACT NOW! This guide is your first step towards financial independence and security.

>> Get Your FREE Wealth Protection Guide <<

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
10/10/2024	Webster Bank N. A.	36,066	$2.34M	0.2%	-12.0%	0.002%
10/10/2024	Sound Income Strategies LLC	1,064	$69K	0.0%	+682.4%	0.000%
10/10/2024	Gilman Hill Asset Management LLC	68,837	$4.46M	0.7%	+1.7%	0.004%
10/10/2024	McGuire Investment Group LLC	132,648	$8.60M	1.2%	-1.2%	0.007%
10/10/2024	Koshinski Asset Management Inc.	13,813	$0.90M	0.1%	-2.1%	0.001%
10/10/2024	Professional Financial Advisors LLC	19,991	$1.30M	0.3%	+4.9%	0.001%
10/10/2024	CHICAGO TRUST Co NA	3,353	$0.22M	0.0%	+10.6%	0.000%
10/10/2024	Exchange Traded Concepts LLC	19,773	$1.28M	0.0%	+78.9%	0.001%
10/10/2024	Carnegie Investment Counsel	458,524	$29.72M	0.9%	+1.1%	0.026%
10/10/2024	CRA Financial Services LLC	3,455	$0.22M	0.0%	+5.8%	0.000%
10/10/2024	HCR Wealth Advisors	12,974	$0.84M	0.1%	+2.0%	0.001%
10/10/2024	Avondale Wealth Management	11,700	$0.76M	0.5%	+18.2%	0.001%
10/10/2024	Burns Matteson Capital Management LLC	13,976	$0.91M	0.4%	-2.2%	0.001%
10/10/2024	Ritholtz Wealth Management	16,144	$1.05M	0.0%	-4.6%	0.001%
10/10/2024	Gateway Investment Advisers LLC	376,398	$24.39M	0.3%	-0.1%	0.021%
10/10/2024	Octavia Wealth Advisors LLC	7,427	$0.48M	0.1%	+9.2%	0.000%
10/10/2024	First Affirmative Financial Network	3,219	$0.21M	0.1%	-5.8%	0.000%
10/10/2024	Valeo Financial Advisors LLC	38,262	$2.48M	0.1%	-1.0%	0.002%
10/10/2024	Simplicity Wealth LLC	3,607	$0.23M	0.0%	-88.1%	0.000%
10/10/2024	Wynn Capital LLC	27,353	$1.77M	1.2%	+5.6%	0.002%
10/10/2024	Livforsakringsbolaget Skandia Omsesidigt	11,911	$0.77M	0.0%	+351.9%	0.001%
10/9/2024	LongView Wealth Management	3,539	$0.23M	0.1%	-10.0%	0.000%
10/9/2024	Iowa State Bank	28,476	$1.85M	0.4%	+37.9%	0.002%
10/9/2024	Marshall & Sullivan Inc. WA	75,994	$4.93M	2.4%	-1.4%	0.004%
10/9/2024	DLK Investment Management LLC	58,969	$3.82M	1.5%	+3.1%	0.003%
10/9/2024	Independence Bank of Kentucky	16,430	$1.07M	0.2%	+51.1%	0.001%
10/9/2024	Clarius Group LLC	9,748	$0.63M	0.0%	-1.9%	0.001%
10/9/2024	Franklin Street Advisors Inc. NC	13,984	$0.91M	0.1%	-94.6%	0.001%
10/9/2024	Private Advisory Group LLC	82,044	$5.32M	0.6%	+3.5%	0.005%
10/9/2024	Watts Gwilliam & Co. LLC	26,959	$1.75M	0.4%	N/A	0.002%
10/9/2024	Pinnacle Bancorp Inc.	2,725	$0.18M	0.0%	-7.3%	0.000%
10/9/2024	Boston Common Asset Management LLC	353,853	$22.93M	0.6%	-5.5%	0.020%
10/9/2024	Tobam	3,652	$0.24M	0.0%	+17.5%	0.000%
10/9/2024	Sendero Wealth Management LLC	127,012	$8.23M	1.3%	-8.2%	0.007%
10/9/2024	Quotient Wealth Partners LLC	4,134	$0.27M	0.0%	-16.3%	0.000%
10/9/2024	Modus Advisors LLC	45,262	$2.93M	1.0%	+5.9%	0.003%
10/9/2024	UMB Bank n.a.	20,321	$1.32M	0.0%	-2.5%	0.001%
10/9/2024	Guardian Asset Advisors LLC	18,430	$1.19M	0.8%	-3.6%	0.001%
10/9/2024	Advocate Group LLC	121,389	$7.87M	1.4%	+2.0%	0.007%
10/9/2024	Perpetual Ltd	5,795	$0.38M	0.0%	-5.7%	0.000%
10/9/2024	Bruce G. Allen Investments LLC	3,010	$0.20M	0.2%	+8.8%	0.000%
10/9/2024	Enterprise Bank & Trust Co	9,982	$0.65M	0.2%	-1.6%	0.001%
10/9/2024	Sanibel Captiva Trust Company Inc.	3,095	$0.20M	0.0%	N/A	0.000%
10/9/2024	Wedmont Private Capital	12,817	$0.82M	0.0%	-8.8%	0.001%
10/8/2024	CWM LLC	300,142	$19.45M	0.1%	-13.7%	0.017%
10/8/2024	Daymark Wealth Partners LLC	51,327	$3.33M	0.1%	+0.7%	0.003%
10/8/2024	Eagle Wealth Strategies LLC	4,375	$0.28M	0.2%	N/A	0.000%
10/8/2024	Howard Financial Services LTD.	15,781	$1.02M	0.1%	+11.9%	0.001%
10/8/2024	Future Financial Wealth Managment LLC	500	$32K	0.0%	N/A	0.000%
10/8/2024	Strategic Wealth Partners Ltd.	23,466	$1.52M	0.1%	-68.0%	0.001%
10/8/2024	Talbot Financial LLC	163,640	$10.61M	1.3%	+6.4%	0.009%
10/8/2024	Brookstone Capital Management	8,468	$0.55M	0.0%	+5.2%	0.000%
10/8/2024	Olistico Wealth LLC	5,377	$0.35M	0.2%	-28.4%	0.000%
10/8/2024	City Holding Co.	24,539	$1.59M	0.2%	-18.5%	0.001%
10/8/2024	Atomi Financial Group Inc.	12,745	$0.83M	0.1%	-2.8%	0.001%
10/8/2024	Tealwood Asset Management Inc.	25,746	$1.67M	0.7%	N/A	0.001%
10/8/2024	Dynamic Advisor Solutions LLC	15,777	$1.02M	0.0%	-7.7%	0.001%
10/8/2024	MBM Wealth Consultants LLC	17,052	$1.11M	0.3%	+10.4%	0.001%
10/8/2024	Tlwm	15,766	$1.02M	0.2%	-5.4%	0.001%
10/8/2024	Alpha Cubed Investments LLC	22,025	$1.43M	0.1%	-1.2%	0.001%
10/8/2024	Chesley Taft & Associates LLC	23,148	$1.50M	0.1%	-1.8%	0.001%
10/8/2024	Mather Group LLC.	5,898	$0.38M	0.0%	-9.7%	0.000%
10/7/2024	New England Research & Management Inc.	11,900	$0.77M	0.4%	-53.5%	0.001%
10/7/2024	Salvus Wealth Management LLC	74,818	$4.85M	3.0%	+0.7%	0.004%
10/7/2024	Fulton Bank N.A.	4,264	$0.28M	0.0%	-49.6%	0.000%
10/7/2024	Miracle Mile Advisors LLC	26,698	$1.73M	0.0%	-11.3%	0.002%
10/7/2024	Eagle Rock Investment Company LLC	20,279	$1.31M	0.2%	N/A	0.001%
10/7/2024	Diversified Trust Co	7,253	$0.47M	0.0%	-6.3%	0.000%
10/5/2024	Red Spruce Capital LLC	39,203	$2.54M	1.2%	-3.2%	0.002%
10/5/2024	Handelsbanken Fonder AB	480,867	$31.17M	0.1%	+0.7%	0.027%
10/5/2024	Ridgewood Investments LLC	21,292	$1.38M	0.7%	+110.7%	0.001%
10/5/2024	Bard Financial Services Inc.	24,025	$1.56M	0.3%	-27.8%	0.001%
10/5/2024	Harbor Investment Advisory LLC	8,004	$0.52M	0.0%	-8.4%	0.000%
10/5/2024	Seneca House Advisors	79,224	$5.14M	2.2%	-0.5%	0.004%
10/5/2024	Goelzer Investment Management Inc.	43,068	$2.79M	0.2%	-6.2%	0.002%
10/4/2024	Peoples Bank KS	4,930	$0.32M	0.2%	-5.8%	0.000%
10/3/2024	Park Avenue Securities LLC	23,785	$1.54M	0.0%	-15.0%	0.001%
10/3/2024	Canandaigua National Bank & Trust Co.	31,084	$2.02M	0.2%	+0.9%	0.002%
10/3/2024	Czech National Bank	304,322	$19.72M	0.2%	+7.0%	0.017%
10/2/2024	Central Pacific Bank Trust Division	74,140	$4.81M	0.6%	-15.4%	0.004%
10/2/2024	Boltwood Capital Management	7,862	$0.51M	0.2%	-2.9%	0.000%
10/2/2024	Massmutual Trust Co. FSB ADV	4,987	$0.32M	0.0%	-13.9%	0.000%
10/2/2024	Trust Co of the South	5,005	$0.32M	0.1%	N/A	0.000%
10/2/2024	Cascade Investment Advisors Inc.	37,255	$2.41M	1.5%	+18.2%	0.002%
10/2/2024	Trust Co. of Toledo NA OH	6,172	$0.40M	0.1%	+41.8%	0.000%
10/1/2024	Davis Capital Management	1,408	$91K	0.1%	+152.3%	0.000%
10/1/2024	Jacobs & Co. CA	172,664	$11.19M	1.1%	+6.6%	0.010%
10/1/2024	Park National Corp OH	344,752	$22.34M	0.8%	-8.1%	0.019%
10/1/2024	Neville Rodie & Shaw Inc.	5,450	$0.35M	0.0%	N/A	0.000%
9/30/2024	Mattson Financial Services LLC	24,108	$1.78M	0.6%	N/A	0.001%
9/30/2024	Ashburton Jersey Ltd	146,234	$10.74M	4.5%	N/A	0.008%
9/23/2024	Centaurus Financial Inc.	24,103	$1.78M	0.1%	+38.8%	0.001%
9/20/2024	Anchor Investment Management LLC	32,592	$2.40M	0.2%	+7.0%	0.002%
9/20/2024	Healthcare of Ontario Pension Plan Trust Fund	661,600	$48.75M	0.1%	-54.7%	0.037%
9/12/2024	American Trust	56,130	$4.14M	0.3%	-4.4%	0.003%
9/10/2024	SS&H Financial Advisors Inc.	5,899	$0.44M	0.2%	N/A	0.000%
9/9/2024	Heritage Wealth Management Inc.	6,817	$0.50M	0.2%	N/A	0.000%
9/9/2024	Lazari Capital Management Inc.	9,201	$0.68M	0.3%	-3.5%	0.001%
9/5/2024	Sanctuary Advisors LLC	230,946	$17.32M	0.1%	N/A	0.013%
9/4/2024	Coronation Fund Managers Ltd.	503,494	$37.10M	1.6%	-63.1%	0.028%

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: $67.73

$66.81

$67.73

50 Day Range

MA: $64.04

$61.74

$66.68

52 Week Range

Now: $67.73

$48.66

$79.49

Volume

860,004 shs

Average Volume

7,981,699 shs

Market Capitalization

$120.45 billion

P/E Ratio

28.10

Dividend Yield

1.50%

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:
Handelsbanken Fonder AB — 0.03%
Carnegie Investment Counsel — 0.03%
Gateway Investment Advisers LLC — 0.02%
Boston Common Asset Management LLC — 0.02%
Park National Corp OH — 0.02%
Czech National Bank — 0.02%
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
Strategic Wealth Partners Ltd.
CWM LLC
Park National Corp OH
Simplicity Wealth LLC
Boston Common Asset Management LLC
New England Research & Management Inc.
Central Pacific Bank Trust Division
In the last year, company insiders that have sold Charles Schwab company stock include:
Charles R Schwab (Chairman)
Carolyn Schwab-Pomerantz (Director)
Walter W Bettinger (CEO)
Todd M Ricketts (Director)
Frank C Herringer (Director)
Richard A Wurster (President)
Bernard J Clark (Insider)
Paula A Sneed (Director)
Jonathan M Craig (Insider)
Nigel J Murtagh (Insider)
Paul V Woolway (Insider)
Peter B Crawford (CFO)
Learn More investors selling Charles Schwab stock.
Which major investors are buying Charles Schwab stock?: In the previous quarter, SCHW stock was purchased by institutional investors including:
Watts Gwilliam & Co. LLC
Tealwood Asset Management Inc.
Eagle Rock Investment Company LLC
Czech National Bank
Ridgewood Investments LLC
Jacobs & Co. CA
Talbot Financial LLC
Livforsakringsbolaget Skandia Omsesidigt
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.

Next opportunity for crypto millions

From Crypto 101 Media | Ad