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SCHW Insider Trading

Insider Ownership Percentage: 6.30%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $77,499,964.21

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: $103.76
Price Change: ▼ Price Decrease of -1.411 (-1.34%)
As of 02/3/2026 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
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  
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  
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
2/3/2026Premier Fund Managers Ltd210,705$21.19M1.2%-56.4%0.012%Search for SEC Filing on Google Icon
2/3/2026Retirement Planning Group LLC16,395$1.64M0.1%-1.7%0.001%Search for SEC Filing on Google Icon
2/3/2026Sequoia Financial Advisors LLC359,002$35.87M0.2%+9.3%0.020%Search for SEC Filing on Google Icon
2/3/2026Sigma Investment Counselors Inc.3,365$0.34M0.0%+5.0%0.000%Search for SEC Filing on Google Icon
2/3/2026Gateway Investment Advisers LLC379,129$37.88M0.4%+0.6%0.021%Search for SEC Filing on Google Icon
2/3/2026Fire Capital Management LLC3,600$0.36M0.2%N/A0.000%Search for SEC Filing on Google Icon
2/3/2026LaFleur & Godfrey LLC63,232$6.32M0.8%-8.7%0.004%Search for SEC Filing on Google Icon
2/3/2026Indivisible Partners14,212$1.42M0.2%N/A0.001%Search for SEC Filing on Google Icon
2/3/2026Navellier & Associates Inc.6,600$0.66M0.1%-38.6%0.000%Search for SEC Filing on Google Icon
2/3/2026S Bank Fund Management Ltd15,650$1.56M0.2%-2.5%0.001%Search for SEC Filing on Google Icon
2/3/2026RFG Advisory LLC11,853$1.18M0.0%-10.9%0.001%Search for SEC Filing on Google Icon
2/3/2026Equitable Trust Co.11,206$1.12M0.0%-8.2%0.001%Search for SEC Filing on Google Icon
2/3/2026Swedbank AB788,216$78.75M0.1%+3.5%0.044%Search for SEC Filing on Google Icon
2/3/2026Mitsubishi UFJ Asset Management Co. Ltd.3,565,663$362.16M0.2%+3.9%0.201%Search for SEC Filing on Google Icon
2/3/2026BOKF NA55,012$5.50M0.1%-7.7%0.003%Search for SEC Filing on Google Icon
2/3/2026Sumitomo Mitsui DS Asset Management Company Ltd231,497$23.13M0.2%+0.7%0.013%Search for SEC Filing on Google Icon
2/3/2026SBI Securities Co. Ltd.2,149$0.22M0.0%-47.9%0.000%Search for SEC Filing on Google Icon
2/3/2026Garner Asset Management Corp14,304$1.43M0.5%+6.2%0.001%Search for SEC Filing on Google Icon
2/3/2026Alpha Cubed Investments LLC22,740$2.27M0.1%-11.5%0.001%Search for SEC Filing on Google Icon
2/3/2026McIlrath & Eck LLC321$32K0.0%+143.2%0.000%Search for SEC Filing on Google Icon
2/3/2026Hemenway Trust Co LLC134,658$13.45M1.0%+57.2%0.008%Search for SEC Filing on Google Icon
2/3/2026RNC Capital Management LLC50,701$5.07M0.2%-0.9%0.003%Search for SEC Filing on Google Icon
2/3/2026Morse Asset Management Inc2,263$0.23M0.0%-9.4%0.000%Search for SEC Filing on Google Icon
2/3/2026Birch Capital Management LLC69,741$6.97M3.5%-2.4%0.004%Search for SEC Filing on Google Icon
2/3/2026Tranquility Partners LLC10,846$1.08M0.4%-29.6%0.001%Search for SEC Filing on Google Icon
2/3/2026Heartland Bank & Trust Co7,514$0.75M0.3%+27.5%0.000%Search for SEC Filing on Google Icon
2/3/2026Acorn Financial Advisory Services Inc. ADV2,536$0.25M0.0%+4.5%0.000%Search for SEC Filing on Google Icon
2/2/2026Nicholas Hoffman & Company LLC.16,203$1.62M0.0%-3.7%0.001%Search for SEC Filing on Google Icon
2/2/2026Highland Capital Management LLC14,412$1.44M0.1%-13.9%0.001%Search for SEC Filing on Google Icon
2/2/2026Alliance Wealth Advisors LLC UT4,576$0.46M0.1%-17.3%0.000%Search for SEC Filing on Google Icon
2/2/2026Principal Financial Group Inc.3,184,653$318.18M0.2%-28.1%0.179%Search for SEC Filing on Google Icon
2/2/2026Fulcrum Wealth Advisors LLC3,595$0.36M0.3%N/A0.000%Search for SEC Filing on Google Icon
2/2/2026QRG Capital Management Inc.209,829$20.96M0.2%+26.5%0.012%Search for SEC Filing on Google Icon
2/2/2026Pinnacle Wealth Management Advisory Group LLC9,994$1M0.1%+2.2%0.001%Search for SEC Filing on Google Icon
2/2/2026Varma Mutual Pension Insurance Co310,181$30.99M0.2%+7.1%0.017%Search for SEC Filing on Google Icon
2/2/2026Truist Financial Corp1,409,928$140.87M0.2%-5.6%0.079%Search for SEC Filing on Google Icon
2/2/2026Winslow Asset Management Inc.153,384$15.33M2.8%-0.5%0.009%Search for SEC Filing on Google Icon
2/2/2026Sun Financial Inc3,791$0.38M0.2%N/A0.000%Search for SEC Filing on Google Icon
2/2/2026Montag A & Associates Inc.44,653$4.46M0.2%-8.2%0.003%Search for SEC Filing on Google Icon
2/2/2026CENTRAL TRUST Co15,931$1.59M0.0%+3.9%0.001%Search for SEC Filing on Google Icon
2/2/2026Provident Trust Co.4,374,174$437.02M7.3%-4.7%0.246%Search for SEC Filing on Google Icon
2/2/2026Inkwell Capital LLC36,930$3.69M3.7%-1.0%0.002%Search for SEC Filing on Google Icon
2/2/2026Core Alternative Capital2,148$0.22M0.1%+391.5%0.000%Search for SEC Filing on Google Icon
2/2/2026Greenfield Savings Bank5,560$0.56M0.2%+30.9%0.000%Search for SEC Filing on Google Icon
2/2/2026VELA Investment Management LLC14,273$1.43M0.3%-3.5%0.001%Search for SEC Filing on Google Icon
2/2/2026Souders Financial Advisors4,341$0.43M0.0%+2.3%0.000%Search for SEC Filing on Google Icon
2/2/2026Pittenger & Anderson Inc.56,917$5.69M0.2%+2.5%0.003%Search for SEC Filing on Google Icon
2/2/2026Pettee Investors Inc.21,807$2.18M1.2%-1.6%0.001%Search for SEC Filing on Google Icon
2/2/2026CX Institutional154,857$15.47M0.5%+5.1%0.009%Search for SEC Filing on Google Icon
2/2/2026Benjamin Edwards Inc.14,790$1.48M0.0%+106.3%0.001%Search for SEC Filing on Google Icon
2/2/2026Strs Ohio1,094,742$109.38M0.4%-4.2%0.062%Search for SEC Filing on Google Icon
2/2/2026Cornerstone Planning Group LLC723$75K0.0%-99.8%0.000%Search for SEC Filing on Google Icon
2/2/2026Composition Wealth LLC46,133$4.61M0.1%+7.7%0.003%Search for SEC Filing on Google Icon
2/2/2026PFA Pension Forsikringsaktieselskab1,119,170$112.53M0.3%N/A0.063%Search for SEC Filing on Google Icon
2/2/2026Blalock Williams LLC15,419$1.54M1.2%+13.7%0.001%Search for SEC Filing on Google Icon
2/2/2026Horizon Investments LLC97,867$9.78M0.1%-37.2%0.006%Search for SEC Filing on Google Icon
2/2/2026One Wealth Advisors LLC7,730$0.77M0.1%+2.0%0.000%Search for SEC Filing on Google Icon
2/2/2026Davis Selected Advisers301,695$30.14M0.1%+1.8%0.017%Search for SEC Filing on Google Icon
2/2/2026Robertson Stephens Wealth Management LLC12,000$1.20M0.0%+1.8%0.001%Search for SEC Filing on Google Icon
2/2/2026Whelan Financial16,607$1.66M0.5%+18.6%0.001%Search for SEC Filing on Google Icon
2/2/2026Fifth Third Bancorp141,558$14.14M0.0%-6.3%0.008%Search for SEC Filing on Google Icon
2/2/2026Danske Bank A S1,658,451$165.70M0.4%+11.0%0.093%Search for SEC Filing on Google Icon
2/2/2026Mutual Advisors LLC11,494$1.15M0.0%+4.4%0.001%Search for SEC Filing on Google Icon
2/2/2026Citizens Business Bank71,091$7.10M1.2%+1.3%0.004%Search for SEC Filing on Google Icon
2/2/2026Oppenheimer & Co. Inc.85,631$8.56M0.1%+0.9%0.005%Search for SEC Filing on Google Icon
2/2/2026Oppenheimer Asset Management Inc.133,571$13.35M0.2%-3.9%0.008%Search for SEC Filing on Google Icon
1/30/2026Sigma Planning Corp8,020$0.80M0.0%-28.4%0.000%Search for SEC Filing on Google Icon
1/30/2026Citizens Financial Group Inc. RI106,908$10.68M0.1%-3.6%0.006%Search for SEC Filing on Google Icon
1/30/2026New York State Teachers Retirement System1,344,967$134.38M0.3%-3.5%0.076%Search for SEC Filing on Google Icon
1/30/2026Spectrum Financial Alliance Ltd LLC84,183$8.41M1.7%-4.3%0.005%Search for SEC Filing on Google Icon
1/30/2026Verity Asset Management Inc.7,998$0.80M0.3%-45.8%0.000%Search for SEC Filing on Google Icon
1/30/2026Delta Investment Management LLC5,779$0.58M0.1%+3.0%0.000%Search for SEC Filing on Google Icon
1/30/2026Trifecta Capital Advisors LLC371$37K0.0%-33.4%0.000%Search for SEC Filing on Google Icon
1/30/2026State of New Jersey Common Pension Fund D593,645$59.31M0.2%-1.8%0.033%Search for SEC Filing on Google Icon
1/30/2026Cannon Capital Management Inc.24,316$2.43M2.1%N/A0.001%Search for SEC Filing on Google Icon
1/30/2026Heritage Investment Group Inc.2,161$0.22M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/30/2026US Bancorp DE2,294,369$229.23M0.3%-0.2%0.129%Search for SEC Filing on Google Icon
1/30/2026Canandaigua National Bank & Trust Co.28,503$2.85M0.3%-2.7%0.002%Search for SEC Filing on Google Icon
1/30/2026W.G. Shaheen & Associates DBA Whitney & Co248,988$24.88M2.0%+4.5%0.014%Search for SEC Filing on Google Icon
1/30/2026GC Wealth Management RIA LLC12,878$1.29M0.0%-55.7%0.001%Search for SEC Filing on Google Icon
1/30/2026Sage Rhino Capital LLC11,025$1.10M0.2%-21.8%0.001%Search for SEC Filing on Google Icon
1/30/2026Fagan Associates Inc.81,791$8.17M1.1%+3.0%0.005%Search for SEC Filing on Google Icon
1/30/2026PVG Asset Management Corp2,352$0.24M0.5%N/A0.000%Search for SEC Filing on Google Icon
1/30/2026Simplicity Wealth LLC5,292$0.53M0.0%+31.4%0.000%Search for SEC Filing on Google Icon
1/30/2026Interchange Capital Partners LLC4,104$0.41M0.1%+2.8%0.000%Search for SEC Filing on Google Icon
1/30/2026Keybank National Association OH52,382$5.23M0.0%+3.0%0.003%Search for SEC Filing on Google Icon
1/30/2026Kohmann Bosshard Financial Services LLC70,988$7.09M0.6%-6.1%0.004%Search for SEC Filing on Google Icon
1/30/2026SOL Capital Management CO48,666$4.86M0.4%-1.4%0.003%Search for SEC Filing on Google Icon
1/30/2026Skylands Capital LLC47,000$4.70M0.6%+70.6%0.003%Search for SEC Filing on Google Icon
1/30/2026AMG National Trust Bank96,022$9.59M0.2%+0.5%0.005%Search for SEC Filing on Google Icon
1/30/2026Vest Financial LLC42,955$4.29M0.1%+50.7%0.002%Search for SEC Filing on Google Icon
1/30/2026Strategic Blueprint LLC2,456$0.25M0.0%-26.4%0.000%Search for SEC Filing on Google Icon
1/30/2026Opus Capital Group LLC4,025$0.40M0.0%+3.9%0.000%Search for SEC Filing on Google Icon
1/30/2026Oakworth Capital Inc.5,074$0.51M0.0%+4.7%0.000%Search for SEC Filing on Google Icon
1/30/2026Flossbach Von Storch SE10,465,592$1.05B4.1%-1.6%0.589%Search for SEC Filing on Google Icon
1/30/2026Citizens National Bank Trust Department7,510$0.75M0.1%-3.5%0.000%Search for SEC Filing on Google Icon
1/30/2026GPM Growth Investors Inc.32,738$3.27M1.3%-2.8%0.002%Search for SEC Filing on Google Icon
1/30/2026Wealthfront Advisers LLC172,371$17.22M0.0%-6.4%0.010%Search for SEC Filing on Google Icon
1/30/2026Certuity LLC12,518$1.25M0.1%+3.4%0.001%Search for SEC Filing on Google Icon
1/30/2026Ares Financial Consulting LLC1,192$0.12M0.1%N/A0.000%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: $103.76
Low: $102.44
High: $105.72

50 Day Range

MA: $99.32
Low: $90.73
High: $105.14

52 Week Range

Now: $103.76
Low: $65.88
High: $105.81

Volume

13,334,334 shs

Average Volume

9,368,263 shs

Market Capitalization

$184.37 billion

P/E Ratio

22.27

Dividend Yield

1.04%

Beta

0.94

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. 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. Massachusetts Financial Services Co. MA — 0.86%
  3. Flossbach Von Storch SE — 0.59%
  4. Provident Trust Co. — 0.25%
  5. Sumitomo Mitsui Trust Group Inc. — 0.22%
  6. Nordea Investment Management AB — 0.19%
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. Massachusetts Financial Services Co. MA
  2. Principal Financial Group Inc.
  3. Vanguard Group Inc.
  4. OFI Invest Asset Management
  5. Cornerstone Planning Group LLC
  6. Exchange Traded Concepts LLC
  7. Provident Trust Co.
  8. M&T Bank Corp
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)
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. PFA Pension Forsikringsaktieselskab
  2. Syquant Capital Sas
  3. Nordea Investment Management AB
  4. Aberdeen Group plc
  5. Ferguson Wellman Capital Management Inc.
  6. Assenagon Asset Management S.A.
  7. HF Advisory Group LLC
  8. Danske Bank A S
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.