SCHW Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 6.60%

Insider Buying (Last 12 Months): $50,438.15

Insider Selling (Last 12 Months): $65,212,743.15

Charles Schwab Insider Trading History Chart

Charles Schwab Share Price & Price History

^$74.70

▼ -1.41 (-1.85%)

As of 05/13/2024 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
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
10/4/2021	Charles R Schwab	Chairman	Sell	28,000	$74.47	$2,085,160.00
9/28/2021	Jonathan M Craig	EVP	Sell	902	$77.96	$70,319.92
9/27/2021	Charles R Schwab	Chairman	Sell	28,000	$77.04	$2,157,120.00
9/22/2021	Charles R Schwab	Chairman	Sell	14,000	$70.02	$980,280.00
9/13/2021	Charles R Schwab	Chairman	Sell	21,691	$71.80	$1,557,413.80
9/7/2021	Charles R Schwab	Chairman	Sell	28,000	$71.91	$2,013,480.00
8/30/2021	Charles R Schwab	Chairman	Sell	28,000	$75.10	$2,102,800.00
8/27/2021	Peter J. Morgan, III	EVP	Sell	1,043	$75.58	$78,829.94	8,358
8/25/2021	Charles R Schwab	Chairman	Sell	70,000	$74.49	$5,214,300.00
8/25/2021	Nigel J. Murtagh	EVP	Sell	25,000	$74.76	$1,869,000.00	82,484
8/23/2021	Charles R Schwab	Chairman	Sell	28,000	$72.31	$2,024,680.00
8/23/2021	Paula A. Sneed	Director	Sell	26,925	$72.48	$1,951,524.00
8/23/2021	Peter B. Crawford	CFO	Sell	4,500	$72.42	$325,890.00
8/16/2021	Charles R Schwab	Chairman	Sell	28,000	$72.54	$2,031,120.00
8/13/2021	Charles R Schwab	Chairman	Sell	70,000	$74.14	$5,189,800.00
8/9/2021	Charles R Schwab	Chairman	Sell	28,000	$71.92	$2,013,760.00
8/6/2021	Charles R Schwab	Chairman	Sell	81,400	$71.21	$5,796,494.00
7/21/2021	Charles R Schwab	Chairman	Sell	2,600	$70.00	$182,000.00
7/12/2021	Charles R Schwab	Chairman	Sell	25,701	$70.94	$1,823,228.94
7/6/2021	Charles R Schwab	Chairman	Sell	16,400	$71.82	$1,177,848.00
6/28/2021	Charles R Schwab	Chairman	Sell	28,000	$72.99	$2,043,720.00
6/21/2021	Charles R Schwab	Chairman	Sell	28,000	$71.30	$1,996,400.00
6/14/2021	Charles R Schwab	Chairman	Sell	28,000	$73.05	$2,045,400.00
6/7/2021	Charles R Schwab	Chairman	Sell	28,000	$75.43	$2,112,040.00
6/3/2021	Jonathan M Craig	EVP	Sell	12,500	$75.90	$948,750.00
6/3/2021	Peter B. Crawford	CFO	Sell	8,500	$75.52	$641,920.00
6/1/2021	Charles R Schwab	Chairman	Sell	28,000	$74.71	$2,091,880.00
5/28/2021	William S Haraf	Director	Sell	7,835	$73.96	$579,476.60	40,336
5/27/2021	Jonathan M. Craig	EVP	Sell	12,500	$73.99	$924,875.00	82,484
5/24/2021	Peter B. Crawford	CFO	Sell	12,000	$73.00	$876,000.00	798
5/17/2021	Charles R Schwab	Chairman	Sell	70,000	$72.64	$5,084,800.00
5/14/2021	Charles R Schwab	Chairman	Sell	44,380	$72.00	$3,195,360.00
5/14/2021	Walter W. Bettinger	CEO	Sell	49,788	$72.47	$3,608,136.36	241,684

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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
5/13/2024	Rockport Wealth LLC	8,490	$0.61M	0.2%	N/A	0.000%
5/13/2024	Secured Retirement Advisors LLC	23,653	$1.71M	1.4%	+10.1%	0.001%
5/11/2024	Lcnb Corp	6,944	$0.50M	0.2%	N/A	0.000%
5/11/2024	Davis R M Inc.	14,379	$1.04M	0.0%	-11.4%	0.001%
5/11/2024	Covestor Ltd	857	$62K	0.0%	-20.5%	0.000%
5/11/2024	Cynosure Group LLC	11,015	$0.80M	0.1%	-3.3%	0.001%
5/11/2024	Ironwood Investment Counsel LLC	128,841	$9.32M	1.6%	+2.0%	0.007%
5/11/2024	Catalytic Wealth RIA LLC	5,115	$0.37M	0.1%	N/A	0.000%
5/11/2024	Cercano Management LLC	1,193,012	$86.30M	2.4%	+5.3%	0.067%
5/11/2024	Patten & Patten Inc. TN	40,270	$2.91M	0.2%	+9.8%	0.002%
5/10/2024	Allstate Corp	4,521	$0.33M	0.0%	+5.0%	0.000%
5/10/2024	Osaic Holdings Inc.	324,035	$23.44M	0.1%	-24.4%	0.018%
5/10/2024	Acadian Asset Management LLC	1,925	$0.14M	0.0%	-92.1%	0.000%
5/10/2024	Fiducient Advisors LLC	3,654	$0.26M	0.1%	N/A	0.000%
5/10/2024	Vanguard Group Inc.	120,963,133	$8.75B	0.2%	+0.9%	6.811%
5/10/2024	Cornerstone Advisors LLC	111,900	$8.10M	0.3%	+3.2%	0.006%
5/10/2024	Viawealth LLC	9,516	$0.69M	0.4%	-23.0%	0.001%
5/10/2024	Westfield Capital Management Co. LP	930,154	$67.29M	0.4%	+14.4%	0.052%
5/10/2024	Intech Investment Management LLC	20,799	$1.51M	0.0%	-8.3%	0.001%
5/10/2024	Clearstead Trust LLC	1,535	$0.11M	0.0%	-72.2%	0.000%
5/10/2024	Nicolet Advisory Services LLC	13,832	$1M	0.1%	-6.3%	0.001%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	906,800	$65.60M	0.2%	-40.0%	0.051%
5/10/2024	Pinnacle Wealth Planning Services Inc.	4,983	$0.36M	0.1%	+4.4%	0.000%
5/10/2024	First Foundation Advisors	306,703	$22.19M	0.9%	-13.9%	0.017%
5/10/2024	Poehling Capital Management INC.	190,523	$13.78M	3.7%	-0.2%	0.011%
5/10/2024	M&G Plc	159,054	$11.45M	0.1%	N/A	0.009%
5/10/2024	Banco Santander S.A.	7,107	$0.51M	0.0%	-73.8%	0.000%
5/10/2024	Intermede Investment Partners Ltd	2,732,141	$197.64M	4.0%	-12.1%	0.154%
5/10/2024	Tocqueville Asset Management L.P.	1,023,632	$74.05M	1.2%	-16.4%	0.058%
5/10/2024	Motco	128,691	$9.31M	0.6%	+8.0%	0.007%
5/10/2024	TCTC Holdings LLC	178,547	$12.92M	0.4%	+0.3%	0.010%
5/10/2024	1ST Source Bank	24,460	$1.77M	0.1%	+0.8%	0.001%
5/10/2024	GM Advisory Group LLC	20,732	$1.50M	0.1%	-1.1%	0.001%
5/10/2024	Gratus Wealth Advisors LLC	2,761	$0.20M	0.0%	N/A	0.000%
5/9/2024	Great Lakes Retirement Inc.	126,501	$9.15M	1.4%	-4.5%	0.007%
5/9/2024	Dorsey & Whitney Trust CO LLC	102,865	$7.44M	0.5%	-1.0%	0.006%
5/9/2024	Trillium Asset Management LLC	4,511	$0.33M	0.0%	-11.7%	0.000%
5/9/2024	ProVise Management Group LLC	152,227	$11.01M	1.0%	+11.7%	0.009%
5/9/2024	Orion Portfolio Solutions LLC	134,897	$9.76M	0.1%	+8.3%	0.008%
5/9/2024	Blair William & Co. IL	1,917,331	$138.70M	0.4%	-3.1%	0.108%
5/9/2024	Lord Abbett & CO. LLC	4,062,060	$293.85M	1.0%	+3.0%	0.229%
5/9/2024	Kingsview Wealth Management LLC	6,245	$0.45M	0.0%	+26.3%	0.000%
5/9/2024	HBK Sorce Advisory LLC	26,691	$1.93M	0.1%	+1.8%	0.002%
5/9/2024	First Eagle Investment Management LLC	3,579,105	$258.91M	0.6%	+0.2%	0.202%
5/9/2024	Condor Capital Management	65,710	$4.75M	0.5%	-1.2%	0.004%
5/9/2024	Mitsubishi UFJ Asset Management Co. Ltd.	1,766,873	$127.82M	0.2%	+19.5%	0.099%
5/9/2024	Texas Yale Capital Corp.	22,050	$1.60M	0.1%	+14.6%	0.001%
5/9/2024	Angeles Wealth Management LLC	2,894	$0.21M	0.0%	N/A	0.000%
5/9/2024	State Board of Administration of Florida Retirement System	1,656,254	$119.81M	0.2%	+5.6%	0.093%
5/9/2024	Pettyjohn Wood & White Inc.	22,173	$1.60M	0.3%	+3.8%	0.001%
5/9/2024	Jacobson & Schmitt Advisors LLC	154,833	$11.20M	2.6%	-0.6%	0.009%
5/9/2024	Koshinski Asset Management Inc.	10,326	$0.75M	0.1%	-15.4%	0.001%
5/8/2024	William Allan Corp	50,534	$3.66M	2.4%	+2.0%	0.003%
5/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	157,952	$11.43M	0.0%	+11.3%	0.009%
5/8/2024	Entropy Technologies LP	33,089	$2.39M	0.3%	N/A	0.002%
5/8/2024	Everence Capital Management Inc.	37,470	$2.71M	0.2%	+17.3%	0.002%
5/8/2024	Edmond DE Rothschild Holding S.A.	11,955	$0.87M	0.0%	+5.2%	0.001%
5/8/2024	Doheny Asset Management CA	4,082	$0.30M	0.2%	-23.9%	0.000%
5/8/2024	Motley Fool Asset Management LLC	57,455	$4.16M	0.1%	+14.4%	0.003%
5/8/2024	Sheets Smith Wealth Management	11,830	$0.86M	0.1%	+53.9%	0.001%
5/8/2024	Bleakley Financial Group LLC	26,111	$1.89M	0.1%	-25.5%	0.001%
5/8/2024	ProShare Advisors LLC	288,287	$20.86M	0.1%	-8.9%	0.016%
5/8/2024	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	326,706	$23.63M	0.2%	+0.2%	0.018%
5/8/2024	Avantax Advisory Services Inc.	27,017	$1.95M	0.0%	-7.7%	0.002%
5/8/2024	US Bancorp DE	2,543,475	$184M	0.3%	-1.5%	0.143%
5/8/2024	Russell Investments Group Ltd.	2,012,272	$145.57M	0.2%	-6.9%	0.113%
5/8/2024	Qsemble Capital Management LP	6,876	$0.50M	0.1%	N/A	0.000%
5/8/2024	QRG Capital Management Inc.	96,676	$6.99M	0.1%	+2.3%	0.005%
5/8/2024	Tranquility Partners LLC	18,329	$1.33M	0.5%	-6.0%	0.001%
5/8/2024	New Republic Capital LLC	2,948	$0.21M	0.1%	-30.1%	0.000%
5/8/2024	Williams Jones Wealth Management LLC.	4,478	$0.32M	0.0%	-30.0%	0.000%
5/8/2024	Inspire Advisors LLC	18,647	$1.35M	0.2%	+7.6%	0.001%
5/7/2024	Meeder Advisory Services Inc.	15,880	$1.15M	0.1%	+15.3%	0.001%
5/7/2024	Pointe Capital Management LLC	8,490	$0.61M	0.4%	+3.3%	0.000%
5/7/2024	NorthRock Partners LLC	6,606	$0.48M	0.0%	+48.5%	0.000%
5/7/2024	Choate Investment Advisors	109,816	$7.94M	0.2%	+21.2%	0.006%
5/7/2024	Sfmg LLC	56,156	$4.06M	0.3%	+2.3%	0.003%
5/7/2024	Fiduciary Family Office LLC	2,825	$0.20M	0.1%	N/A	0.000%
5/7/2024	WNY Asset Management LLC	10,077	$0.73M	0.1%	-2.4%	0.001%
5/7/2024	Abbrea Capital LLC	5,777	$0.42M	0.1%	+2.5%	0.000%
5/7/2024	Sei Investments Co.	1,057,794	$76.52M	0.1%	+10.0%	0.060%
5/7/2024	Redmond Asset Management LLC	110,460	$7.99M	2.5%	-5.1%	0.006%
5/7/2024	GW Henssler & Associates Ltd.	282,758	$20.46M	1.2%	+2.6%	0.016%
5/7/2024	Chilton Capital Management LLC	3,325	$0.24M	0.0%	-34.9%	0.000%
5/7/2024	Atomi Financial Group Inc.	10,590	$0.77M	0.1%	+12.4%	0.001%
5/7/2024	Montag A & Associates Inc.	179,872	$13.01M	0.7%	+12.3%	0.010%
5/7/2024	TCI Wealth Advisors Inc.	10,786	$0.78M	0.1%	-27.9%	0.001%
5/7/2024	WealthPLAN Partners LLC	7,448	$0.54M	0.1%	-73.4%	0.000%
5/7/2024	Susquehanna Portfolio Strategies LLC	339,474	$24.56M	0.6%	-49.5%	0.019%
5/7/2024	Cove Street Capital LLC	30,100	$2.18M	0.7%	-8.2%	0.002%
5/7/2024	KCM Investment Advisors LLC	95,604	$6.92M	0.3%	+24.0%	0.005%
5/7/2024	River Global Investors LLP	33,495	$2.42M	0.6%	-43.2%	0.002%
5/7/2024	Bernardo Wealth Planning LLC	2,801	$0.20M	0.1%	N/A	0.000%
5/7/2024	Mondrian Investment Partners LTD	1,485,637	$107.47M	1.5%	+28,736.1%	0.084%
5/7/2024	Forsta AP Fonden	314,901	$22.78M	0.2%	+10.7%	0.018%
5/7/2024	Highland Capital Management LLC	98,862	$7.15M	0.4%	-1.8%	0.006%
5/7/2024	Allen Investment Management LLC	8,460,879	$612.06M	7.7%	-0.3%	0.476%
5/7/2024	Equity Investment Corp	1,501,532	$108.62M	2.7%	+4.1%	0.085%
5/7/2024	Nelson Capital Management LLC	37,726	$2.73M	0.5%	+0.4%	0.002%
5/7/2024	Oppenheimer Asset Management Inc.	115,481	$8.35M	0.1%	-10.5%	0.007%

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: $74.70

$74.67

$76.40

50 Day Range

MA: $71.78

$66.49

$76.86

52 Week Range

Now: $74.70

$48.66

$77.05

Volume

5,486,648 shs

Average Volume

7,509,379 shs

Market Capitalization

$132.76 billion

P/E Ratio

31.26

Dividend Yield

1.31%

Beta

0.98

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)
Bernard J Clark (Insider)
Paula A Sneed (Director)
Richard A Wurster (President)
Jonathan M Craig (Insider)
Nigel J Murtagh (Insider)
Peter B Crawford (CFO)
Nigel J Murtagh (EVP)
Joseph R Martinetto (COO)
Mark A Goldfarb (Director)
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:
Vanguard Group Inc. — 6.81%
Flossbach Von Storch AG — 0.80%
Bank of New York Mellon Corp — 0.63%
Allen Investment Management LLC — 0.48%
Principal Financial Group Inc. — 0.35%
Van ECK Associates Corp — 0.32%
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:
Baillie Gifford & Co.
Flossbach Von Storch AG
Mitsubishi UFJ Trust & Banking Corp
Bank of New York Mellon Corp
Assenagon Asset Management S.A.
Intermede Investment Partners Ltd
Wilsey Asset Management Inc.
Susquehanna Portfolio Strategies 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)
Bernard J Clark (Insider)
Paula A Sneed (Director)
Richard A Wurster (President)
Jonathan M Craig (Insider)
Nigel J Murtagh (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:
Mondrian Investment Partners LTD
Vanguard Group Inc.
Principal Financial Group Inc.
Mediolanum International Funds Ltd
Mitsubishi UFJ Asset Management Co. Ltd.
Van ECK Associates Corp
Tran Capital Management L.P.
Diversify Advisory Services 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)
Bernard J Clark (Insider)
Paula A Sneed (Director)
Richard A Wurster (President)
Learn More investors buying Charles Schwab stock.