InsiderTrades.com logo

SCHW Insider Trading

Insider Ownership Percentage: 6.30%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $80,653,856.94

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: $94.66
Price Change: ▲ Price Increase of +0.67 (0.71%)
As of 03/20/2026 04:59 PM 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
3/3/2026Dennis HowardInsiderSell10,108$94.60$956,216.8010,470View SEC Filing Icon  
3/3/2026Nigel J. MurtaghInsiderSell7,203$94.61$681,475.8357,972View SEC Filing Icon  
3/3/2026Paul V. WoolwayInsiderSell6,126$94.61$579,580.8629,866View SEC Filing Icon  
3/2/2026Paul V. WoolwayInsiderSell15,884$95.12$1,510,886.0835,992View SEC Filing Icon  
2/25/2026Dennis HowardInsiderSell27,903$95.02$2,651,343.0610,470View SEC Filing Icon  
2/6/2026Christopher V. DoddsDirectorSell11,825$104.55$1,236,303.75449,406View SEC Filing Icon  
2/6/2026Walter W. BettingerChairmanSell67,514$104.25$7,038,334.50529,346View SEC Filing Icon  
2/4/2026Walter W. BettingerChairmanSell94,948$104.25$9,898,329.00529,346View SEC Filing Icon  
2/3/2026Walter W. BettingerChairmanSell162,462$103.90$16,879,801.80529,346View SEC Filing Icon  
2/2/2026Peter J. Morgan, IIIGeneral CounselSell7,595$104.38$792,766.10View SEC Filing Icon  
1/22/2026Jonathan S. BeattyInsiderSell2,000$105.00$210,000.0021,768View SEC Filing Icon  
12/23/2025Jonathan S. BeattyInsiderSell2,000$102.01$204,020.0011,923View SEC Filing Icon  
11/12/2025Jonathan S. BeattyInsiderSell3,072$98.00$301,056.0011,923View SEC Filing Icon  
10/1/2025Paul V. WoolwayInsiderSell3,205$93.33$299,122.6534,778View SEC Filing Icon  
9/2/2025Paul V. WoolwayInsiderSell3,205$95.20$305,116.0037,983View SEC Filing Icon  
8/28/2025Jonathan S. BeattyInsiderSell6,144$96.81$594,800.6411,923View SEC Filing Icon  
8/27/2025Jonathan S. BeattyInsiderSell3,296$97.18$320,305.2811,923View SEC Filing Icon  
8/27/2025Peter J. Morgan, IIIGeneral CounselSell50,016$97.00$4,851,552.00View SEC Filing Icon  
8/1/2025Paul V. WoolwayInsiderSell3,290$96.06$316,037.4041,188View SEC Filing Icon  
7/29/2025Nigel J. MurtaghInsiderSell24,096$97.91$2,359,239.3658,999View SEC Filing Icon  
7/29/2025Walter W. BettingerChairmanSell173,876$98.84$17,185,903.84590,734View SEC Filing Icon  
7/1/2025Paul V. WoolwayInsiderSell3,290$90.95$299,225.5035,864View SEC Filing Icon  
6/18/2025Nigel J. MurtaghInsiderSell20,872$90.01$1,878,688.7258,999View SEC Filing Icon  
6/18/2025Paul V. WoolwayInsiderSell10,129$90.01$911,711.2939,154View SEC Filing Icon  
6/2/2025Paul V. WoolwayInsiderSell3,290$87.68$288,467.2039,154View SEC Filing Icon  
5/30/2025Jonathan S. BeattyInsiderSell2,850$87.57$249,574.5015,219View SEC Filing Icon  
5/27/2025Paula A. SneedDirectorSell8,647$88.06$761,454.82105,654View SEC Filing Icon  
5/22/2025Peter J. Morgan IIIGeneral CounselSell10,176$87.39$889,280.64View SEC Filing Icon  
5/21/2025Jonathan M. CraigInsiderSell47,500$88.46$4,201,850.00View SEC Filing Icon  
5/1/2025Jonathan M. CraigInsiderSell9,559$82.00$783,838.00View SEC Filing Icon  
4/21/2025Frank C. HerringerDirectorSell3,592$74.26$266,741.92172,162View SEC Filing Icon  
4/1/2025Paul V. WoolwayInsiderSell3,380$77.43$261,713.4045,824View SEC Filing Icon  
3/24/2025Paul V. WoolwayInsiderSell8,614$80.00$689,120.0049,204View SEC Filing Icon  
3/5/2025Paul V. WoolwayInsiderSell9,887$75.38$745,282.0647,931View SEC Filing Icon  
3/3/2025Paul V. WoolwayInsiderSell3,380$79.32$268,101.6057,818View SEC Filing Icon  
2/12/2025Walter W. BettingerChairmanSell464,629$81.91$38,057,761.39827,377View SEC Filing Icon  
1/23/2025Arun SarinDirectorSell8,548$81.82$699,397.3618,617View SEC Filing Icon  
1/22/2025Peter J. Morgan IIIGeneral CounselSell14,643$80.70$1,181,690.10View SEC Filing Icon  
11/25/2024Jonathan S. BeattyInsiderSell2,300$82.01$188,623.0018,069View SEC Filing Icon  
11/22/2024Nigel J. MurtaghInsiderSell12,739$81.17$1,034,024.6359,092View SEC Filing Icon  
11/18/2024Christopher V. DoddsDirectorSell9,284$81.43$755,996.12442,807View SEC Filing Icon  
11/11/2024Jonathan S. BeattyInsiderSell2,500$77.02$192,550.0018,069View SEC Filing Icon  
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  
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
3/17/2026Cornerstone Planning LLC3,024$0.30M0.1%N/A0.000%Search for SEC Filing on Google Icon
3/17/2026Rockefeller Capital Management L.P.364,328$36.40M0.1%+16.2%0.021%Search for SEC Filing on Google Icon
3/13/2026World Investment Advisors184,953$18.48M0.3%+6.4%0.011%Search for SEC Filing on Google Icon
3/11/2026DUTCH ASSET Corp6,250$0.62M0.5%N/A0.000%Search for SEC Filing on Google Icon
3/11/2026Larry Mathis Financial Planning LLC7,286$0.73M0.6%N/A0.000%Search for SEC Filing on Google Icon
3/11/2026AG Campbell Advisory LLC57,290$5.72M1.8%N/A0.003%Search for SEC Filing on Google Icon
3/10/2026Advisortrust Partners LLC6,338$0.63M0.3%N/A0.000%Search for SEC Filing on Google Icon
3/9/2026Corient Private Wealth LLC768,717$76.81M0.1%+8.5%0.044%Search for SEC Filing on Google Icon
3/6/2026Hsbc Holdings PLC3,955,974$395.99M0.2%+19.0%0.226%Search for SEC Filing on Google Icon
3/5/2026Bayban577$58K0.1%N/A0.000%Search for SEC Filing on Google Icon
3/4/2026AG Campbell Advisory LLC57,290$5.72M1.7%N/A0.003%Search for SEC Filing on Google Icon
3/4/2026Pure Financial Advisors LLC14,934$1.49M0.0%+49.6%0.001%Search for SEC Filing on Google Icon
3/4/2026Rehmann Capital Advisory Group7,283$0.73M0.0%+2.3%0.000%Search for SEC Filing on Google Icon
3/4/2026SHP Wealth Management423$42K0.0%N/A0.000%Search for SEC Filing on Google Icon
3/4/2026Stenger Family Office LLC30,578$3.06M0.6%+5.7%0.002%Search for SEC Filing on Google Icon
3/4/2026Financial Avengers Inc.146,354$14.62M6.0%-1.9%0.008%Search for SEC Filing on Google Icon
3/3/2026EJMK Ventures LLC2,092$0.21M0.1%N/A0.000%Search for SEC Filing on Google Icon
3/3/2026Caitong International Asset Management Co. Ltd1,301$0.13M0.0%+222.0%0.000%Search for SEC Filing on Google Icon
3/2/2026Reflection Asset Management2,057$0.21M0.1%N/A0.000%Search for SEC Filing on Google Icon
3/2/2026Clearwave Capital LLC3,240$0.32M0.2%N/A0.000%Search for SEC Filing on Google Icon
2/27/2026Arwa LLC7,081$0.71M0.4%N/A0.000%Search for SEC Filing on Google Icon
2/26/2026Anchor Investment Management LLC38,227$3.82M0.3%+16.3%0.002%Search for SEC Filing on Google Icon
2/26/2026TD Capital Management LLC463$46K0.0%+93.7%0.000%Search for SEC Filing on Google Icon
2/25/2026Westshore Wealth LLC3,358$0.34M0.1%-4.8%0.000%Search for SEC Filing on Google Icon
2/25/2026MidFirst Bank108,668$10.86M0.8%N/A0.006%Search for SEC Filing on Google Icon
2/24/2026Astoria Portfolio Advisors LLC.11,831$1.10M0.3%+54.8%0.001%Search for SEC Filing on Google Icon
2/24/2026SG Trading Solutions LLC13,705$1.37M0.3%N/A0.001%Search for SEC Filing on Google Icon
2/24/2026Pacer Advisors Inc.131,024$13.09M0.0%-4.7%0.007%Search for SEC Filing on Google Icon
2/23/2026Kera Capital Partners Inc.8,647$0.90M0.1%+25.7%0.000%Search for SEC Filing on Google Icon
2/23/2026MV Capital Management Inc.1,500$0.15M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/20/2026Catalyst Investment Management LLC3,137$0.31M0.3%N/A0.000%Search for SEC Filing on Google Icon
2/20/2026Cambient Family Office LLC3,864$0.39M0.1%N/A0.000%Search for SEC Filing on Google Icon
2/20/2026Kovitz Investment Group Partners LLC413,767$41.34M0.9%-82.2%0.023%Search for SEC Filing on Google Icon
2/19/2026T. Rowe Price Investment Management Inc.7,427$0.74M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/19/2026Van Diest Capital LLC10,877$1.09M1.6%N/A0.001%Search for SEC Filing on Google Icon
2/19/2026Compound Planning Inc.20,651$2.06M0.1%+11.7%0.001%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.16,425,579$1.64B0.3%+3.0%0.924%Search for SEC Filing on Google Icon
2/19/2026Axxcess Wealth Management LLC25,131$2.51M0.0%+67.8%0.001%Search for SEC Filing on Google Icon
2/19/2026Corient Private Wealth LLC851,239$85.05M0.0%+20.2%0.048%Search for SEC Filing on Google Icon
2/18/2026First Commonwealth Financial Corp PA 16,606$1.66M0.3%+4.9%0.001%Search for SEC Filing on Google Icon
2/18/2026Blue Sparrow LLC DE1,345,049$134.38M2.5%N/A0.076%Search for SEC Filing on Google Icon
2/18/2026Mercer Global Advisors Inc. ADV340,980$34.78M0.1%+8.9%0.019%Search for SEC Filing on Google Icon
2/18/2026Summit Global Investments7,552$0.76M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/18/2026Raymond James Financial Inc.2,412,969$241.08M0.1%-5.0%0.136%Search for SEC Filing on Google Icon
2/18/2026Virtue Capital Management LLC8,659$0.88M0.0%+12.7%0.000%Search for SEC Filing on Google Icon
2/18/2026Vident Advisory LLC573,148$57.26M0.5%+30.5%0.032%Search for SEC Filing on Google Icon
2/18/2026Beacon Pointe Advisors LLC144,038$14.39M0.1%-0.6%0.008%Search for SEC Filing on Google Icon
2/18/2026First Citizens Bank & Trust Co.17,955$1.79M0.0%+4.5%0.001%Search for SEC Filing on Google Icon
2/18/2026State of Tennessee Department of Treasury615,980$64.01M0.2%-2.4%0.035%Search for SEC Filing on Google Icon
2/18/2026EP Wealth Advisors LLC306,047$30.58M0.2%N/A0.017%Search for SEC Filing on Google Icon
2/18/2026Mackenzie Financial Corp645,052$64.73M0.1%-24.2%0.036%Search for SEC Filing on Google Icon
2/18/2026SkyView Investment Advisors LLC8,248$0.83M0.1%-3.4%0.000%Search for SEC Filing on Google Icon
2/18/2026Ark Wealth Advisors LLC9,081$0.91M1.0%N/A0.001%Search for SEC Filing on Google Icon
2/18/2026NewEdge Advisors LLC123,379$12.33M0.0%-20.4%0.007%Search for SEC Filing on Google Icon
2/18/2026Veratis Advisors Inc.2,692$0.25M0.2%N/A0.000%Search for SEC Filing on Google Icon
2/18/2026Empowered Funds LLC83,882$8.38M0.1%-50.2%0.005%Search for SEC Filing on Google Icon
2/18/2026Garton & Associates Financial Advisors LLC2,558$0.26M0.1%N/A0.000%Search for SEC Filing on Google Icon
2/18/2026XTX Topco Ltd2,811$0.28M0.0%-76.5%0.000%Search for SEC Filing on Google Icon
2/18/2026Zacks Investment Management4,902$0.49M0.0%-11.8%0.000%Search for SEC Filing on Google Icon
2/18/2026Zurich Insurance Group Ltd FI360,118$35.98M0.2%+5.7%0.020%Search for SEC Filing on Google Icon
2/18/2026Warther Private Wealth LLC192,527$19.24M4.6%-4.4%0.011%Search for SEC Filing on Google Icon
2/18/2026Stokes Family Office LLC7,193$0.72M0.1%+3.2%0.000%Search for SEC Filing on Google Icon
2/18/2026Voloridge Investment Management LLC1,507,740$150.64M0.5%+0.8%0.085%Search for SEC Filing on Google Icon
2/18/2026VestGen Advisors LLC5,379$0.54M0.0%-64.7%0.000%Search for SEC Filing on Google Icon
2/18/2026Virtus Investment Advisers LLC20,324$2.03M0.6%+8.6%0.001%Search for SEC Filing on Google Icon
2/18/2026Wellington Management Group LLP14,990$1.50M0.0%-99.8%0.001%Search for SEC Filing on Google Icon
2/18/2026Stony Point Capital LLC140,449$14.03M1.0%+2.6%0.008%Search for SEC Filing on Google Icon
2/18/2026Somerville Kurt F65,555$6.55M1.1%+49.7%0.004%Search for SEC Filing on Google Icon
2/18/2026SPWM Advisors LLC22,605$2.26M2.1%N/A0.001%Search for SEC Filing on Google Icon
2/18/2026Summit Securities Group LLC2,479$0.25M0.0%-15.7%0.000%Search for SEC Filing on Google Icon
2/18/2026Safe Harbor Fiduciary LLC15,357$1.53M1.4%N/A0.001%Search for SEC Filing on Google Icon
2/18/2026Polymer Capital Management US LLC10,151$1.01M0.1%+71.7%0.001%Search for SEC Filing on Google Icon
2/18/2026Prana Capital Management LP951,165$95.03M3.4%+106.1%0.054%Search for SEC Filing on Google Icon
2/18/2026Prostatis Group LLC4,047$0.40M0.1%N/A0.000%Search for SEC Filing on Google Icon
2/18/2026Palisade Capital Management LP5,050$0.51M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/18/2026Par Capital Management Inc.912,000$91.12M2.2%+0.7%0.051%Search for SEC Filing on Google Icon
2/18/2026Moore Capital Management LP502,560$50.21M0.7%-18.2%0.028%Search for SEC Filing on Google Icon
2/18/2026Maia Wealth LLC32,651$3.10M0.5%-3.9%0.002%Search for SEC Filing on Google Icon
2/18/2026Main Street Financial Solutions LLC6,039$0.60M0.0%-31.8%0.000%Search for SEC Filing on Google Icon
2/18/2026Man Group plc1,251,088$125M0.2%-14.2%0.070%Search for SEC Filing on Google Icon
2/18/2026IHT Wealth Management LLC7,231$0.72M0.0%-3.4%0.000%Search for SEC Filing on Google Icon
2/18/2026Investment Management Corp of Ontario151,226$15.11M0.2%+81.4%0.009%Search for SEC Filing on Google Icon
2/18/2026Janus Henderson Group PLC6,862,590$685.65M0.3%+17.9%0.386%Search for SEC Filing on Google Icon
2/18/2026Gotham Asset Management LLC45,911$4.59M0.0%-2.4%0.003%Search for SEC Filing on Google Icon
2/18/2026Evolve Private Wealth LLC52,153$5.21M0.3%N/A0.003%Search for SEC Filing on Google Icon
2/18/2026Engineers Gate Manager LP132,934$13.28M0.2%+4.0%0.007%Search for SEC Filing on Google Icon
2/18/2026First Manhattan CO. LLC.460,442$46M0.1%-0.2%0.026%Search for SEC Filing on Google Icon
2/18/2026Capitolis Liquid Global Markets LLC1,997,600$199.58M1.2%+60.1%0.114%Search for SEC Filing on Google Icon
2/18/2026Cinctive Capital Management LP39,346$3.93M0.2%N/A0.002%Search for SEC Filing on Google Icon
2/18/2026Concentric Capital Strategies LP113,500$11.34M0.5%+19.8%0.006%Search for SEC Filing on Google Icon
2/18/2026Clough Capital Partners L P325,538$32.53M2.9%+4.0%0.018%Search for SEC Filing on Google Icon
2/18/2026Aureus Asset Management LLC616,172$61.56M3.9%-1.0%0.035%Search for SEC Filing on Google Icon
2/18/2026Azora Capital LP267,195$26.70M1.7%N/A0.015%Search for SEC Filing on Google Icon
2/18/2026Bamco Inc. NY7,060,309$705.40M1.9%-1.0%0.397%Search for SEC Filing on Google Icon
2/18/2026Banco Bilbao Vizcaya Argentaria S.A.358,554$35.83M0.2%-2.4%0.020%Search for SEC Filing on Google Icon
2/18/2026BNB Wealth Management LLC2,749$0.28M0.2%N/A0.000%Search for SEC Filing on Google Icon
2/18/2026Boothbay Fund Management LLC19,572$1.96M0.0%+47.6%0.001%Search for SEC Filing on Google Icon
2/18/2026Bridgeway Capital Management LLC28,920$2.89M0.1%-0.7%0.002%Search for SEC Filing on Google Icon
2/18/2026Advanced Portfolio Management LLC4,805$0.48M1.5%N/A0.000%Search for SEC Filing on Google Icon
2/18/2026Align Financial LLC92,939$9.29M0.0%N/A0.005%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: $94.66
Low: $93.50
High: $94.87

50 Day Range

MA: $98.15
Low: $91.17
High: $107.15

52 Week Range

Now: $94.66
Low: $65.88
High: $107.50

Volume

13,141,661 shs

Average Volume

9,407,198 shs

Market Capitalization

$165.86 billion

P/E Ratio

20.31

Dividend Yield

1.36%

Beta

0.93

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. Walter W Bettinger (Chairman)
  5. Christopher V Dodds (Director)
  6. Frank C Herringer (Director)
  7. Richard A Wurster (President)
  8. Bernard J Clark (Insider)
  9. Paula A Sneed (Director)
  10. Jonathan M Craig (Insider)
  11. Nigel J Murtagh (Insider)
  12. Paul V Woolway (Insider)
  13. Peter B Crawford (CFO)
  14. Joseph R Martinetto (COO)
  15. Jonathan S Beatty (Insider)
  16. Mark A Goldfarb (Director)
  17. Arun Sarin (Director)
  18. Dennis Howard (Insider)
  19. 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. Vanguard Group Inc. — 8.47%
  2. Dodge & Cox — 4.31%
  3. State Street Corp — 4.09%
  4. Price T Rowe Associates Inc. MD — 2.76%
  5. Geode Capital Management LLC — 2.12%
  6. Franklin Resources Inc. — 1.70%
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. Price T Rowe Associates Inc. MD
  2. Wellington Management Group LLP
  3. Dodge & Cox
  4. Lazard Asset Management LLC
  5. Generation Investment Management LLP
  6. Viking Global Investors LP
  7. Arrowstreet Capital Limited Partnership
  8. Kovitz Investment Group Partners LLC
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. Walter W Bettinger (Chairman)
  5. Christopher V Dodds (Director)
  6. Frank C Herringer (Director)
  7. Richard A Wurster (President)
  8. Bernard J Clark (Insider)
  9. Paula A Sneed (Director)
  10. Jonathan M Craig (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. Norges Bank
  2. Primecap Management Co. CA
  3. Focus Partners Wealth
  4. Blue Sparrow LLC DE
  5. Marshall Wace LLP
  6. Bank of New York Mellon Corp
  7. PFA Pension Forsikringsaktieselskab
  8. Capital International Investors
During the previous year, these company insiders have bought Charles Schwab stock:
  1. Charles R Schwab (Chairman)
  2. Carolyn Schwab-Pomerantz (Director)
Learn More investors buying Charles Schwab stock.