SCHW Insider Trading

Insider Ownership Percentage: 6.30%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $78,967,031.67

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: $95.02
Price Change: Price Increase of +1.03 (1.10%)
As of 12/4/2025 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
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  
2/1/2023Charles R SchwabChairmanSell121,066$77.84$9,423,777.4460,223,399View SEC Filing Icon  
1/18/2023Jonathan M. CraigInsiderSell51,144$80.30$4,106,863.20View SEC Filing Icon  
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
12/3/2025Severin Investments LLC5,654$0.54M0.5%N/A0.000%Search for SEC Filing on Google Icon
12/2/2025Allworth Financial LP51,752$4.94M0.0%+22.1%0.003%Search for SEC Filing on Google Icon
12/2/2025IFP Advisors Inc20,707$1.98M0.1%+3.0%0.001%Search for SEC Filing on Google Icon
12/2/2025Swiss Life Asset Management Ltd390,697$37.30M0.2%+36.5%0.022%Search for SEC Filing on Google Icon
12/1/2025Groupama Asset Managment37,753$3.60M0.0%+14.6%0.002%Search for SEC Filing on Google Icon
11/26/2025Strategic Advocates LLC1,000$95K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/26/2025Lantern Wealth Advisors LLC60,303$5.73M1.8%+0.2%0.003%Search for SEC Filing on Google Icon
11/25/2025KERR FINANCIAL PLANNING Corp917$86K0.1%N/A0.000%Search for SEC Filing on Google Icon
11/25/2025Connors Investor Services Inc.162,271$15.49M1.3%-4.9%0.009%Search for SEC Filing on Google Icon
11/25/2025Court Place Advisors LLC3,500$0.33M0.1%-5.4%0.000%Search for SEC Filing on Google Icon
11/25/2025ARQ Wealth Advisors LLC7,785$0.74M0.2%N/A0.000%Search for SEC Filing on Google Icon
11/24/2025CIBC Private Wealth Group LLC1,810,337$172.83M0.3%-1.6%0.102%Search for SEC Filing on Google Icon
11/22/2025Prana Capital Management LP461,585$44.07M1.5%N/A0.026%Search for SEC Filing on Google Icon
11/21/2025CIBC Bancorp USA Inc.236,121$22.54M0.1%N/A0.013%Search for SEC Filing on Google Icon
11/20/2025WBI Investments LLC10,942$1.05M0.3%-36.1%0.001%Search for SEC Filing on Google Icon
11/20/2025Centaurus Financial Inc.37,155$3.55M0.2%+42.0%0.002%Search for SEC Filing on Google Icon
11/20/2025Wilmington Savings Fund Society FSB45,456$4.34M0.1%-38.4%0.003%Search for SEC Filing on Google Icon
11/20/2025Asset Dedication LLC2,507$0.24M0.0%-11.2%0.000%Search for SEC Filing on Google Icon
11/20/2025Caerus Investment Advisors LLC4,377$0.42M0.2%N/A0.000%Search for SEC Filing on Google Icon
11/19/2025Sunbelt Securities Inc.21,174$2.02M0.1%+98.1%0.001%Search for SEC Filing on Google Icon
11/19/2025Captrust Financial Advisors287,613$27.46M0.1%-1.2%0.016%Search for SEC Filing on Google Icon
11/19/2025Coldstream Capital Management Inc.33,674$3.22M0.0%+16.6%0.002%Search for SEC Filing on Google Icon
11/19/2025Avity Investment Management Inc.2,400$0.23M0.0%+9.1%0.000%Search for SEC Filing on Google Icon
11/19/2025Danske Bank A S1,493,597$142.59M0.4%N/A0.084%Search for SEC Filing on Google Icon
11/19/2025Mizuho Markets Cayman LP127,093$12.13M0.6%-10.4%0.007%Search for SEC Filing on Google Icon
11/19/2025Caitong International Asset Management Co. Ltd404$39K0.0%+910.0%0.000%Search for SEC Filing on Google Icon
11/19/2025Stance Capital LLC14,365$1.37M0.5%-3.5%0.001%Search for SEC Filing on Google Icon
11/19/2025Provident Investment Management Inc.529,796$50.58M4.5%-14.7%0.030%Search for SEC Filing on Google Icon
11/19/2025GM Advisory Group LLC35,084$3.35M0.1%-1.9%0.002%Search for SEC Filing on Google Icon
11/18/2025Advisory Services Network LLC26,162$2.50M0.0%+17.8%0.001%Search for SEC Filing on Google Icon
11/18/2025Kozak & Associates Inc.30,156$2.77M0.5%-6.1%0.002%Search for SEC Filing on Google Icon
11/18/2025Boyar Asset Management Inc.3,205$0.31M0.2%-17.3%0.000%Search for SEC Filing on Google Icon
11/18/2025Raab & Moskowitz Asset Management LLC3,221$0.31M0.1%-7.8%0.000%Search for SEC Filing on Google Icon
11/18/2025Integrated Investment Consultants LLC19,487$1.86M0.3%-21.9%0.001%Search for SEC Filing on Google Icon
11/17/2025Hancock Whitney Corp19,761$1.89M0.0%+42.7%0.001%Search for SEC Filing on Google Icon
11/17/2025Eaton Financial Holdings Company LLC5,255$0.50M0.1%-42.4%0.000%Search for SEC Filing on Google Icon
11/17/2025Greenline Partners LLC24,336$2.32M0.3%-2.9%0.001%Search for SEC Filing on Google Icon
11/17/2025Aureus Asset Management LLC622,171$59.40M3.9%-4.8%0.035%Search for SEC Filing on Google Icon
11/17/2025Morningstar Investment Management LLC93,769$8.95M0.3%N/A0.005%Search for SEC Filing on Google Icon
11/17/2025NewEdge Advisors LLC155,095$14.81M0.1%+55.8%0.009%Search for SEC Filing on Google Icon
11/17/2025Financial Avengers Inc.149,182$14.24M6.1%-3.5%0.008%Search for SEC Filing on Google Icon
11/17/2025Castleark Management LLC611,674$58.40M1.6%+78.7%0.034%Search for SEC Filing on Google Icon
11/17/2025First Foundation Advisors196,247$18.74M0.7%-7.1%0.011%Search for SEC Filing on Google Icon
11/17/2025Vivaldi Capital Management LP179,023$17.09M2.4%-6.1%0.010%Search for SEC Filing on Google Icon
11/17/2025Giverny Capital Inc.1,575,776$150.44M5.1%+0.5%0.089%Search for SEC Filing on Google Icon
11/17/2025CANADA LIFE ASSURANCE Co1,355,181$131.30M0.2%+8.8%0.076%Search for SEC Filing on Google Icon
11/17/2025Caxton Associates LLP4,023$0.38M0.0%+23.1%0.000%Search for SEC Filing on Google Icon
11/17/2025Williams Jones Wealth Management LLC.5,177$0.49M0.0%-2.9%0.000%Search for SEC Filing on Google Icon
11/17/2025Wiser Advisor Group LLC529$51K0.1%N/A0.000%Search for SEC Filing on Google Icon
11/17/2025Woodline Partners LP225,510$21.53M0.1%+22.1%0.013%Search for SEC Filing on Google Icon
11/17/2025CYBER HORNET ETFs LLC4,087$0.39M0.3%+3.9%0.000%Search for SEC Filing on Google Icon
11/17/2025Dark Forest Capital Management LP17,365$1.66M0.0%-76.3%0.001%Search for SEC Filing on Google Icon
11/17/2025Westshore Wealth LLC3,528$0.34M0.1%-6.0%0.000%Search for SEC Filing on Google Icon
11/17/2025FWL Investment Management LLC43,381$4.14M1.1%+23.5%0.002%Search for SEC Filing on Google Icon
11/17/2025XTX Topco Ltd11,970$1.14M0.1%-71.1%0.001%Search for SEC Filing on Google Icon
11/17/2025Zurich Insurance Group Ltd FI340,829$32.54M0.2%-74.7%0.019%Search for SEC Filing on Google Icon
11/17/2025Alyeska Investment Group L.P.1,231,381$117.56M0.3%+7.0%0.069%Search for SEC Filing on Google Icon
11/17/2025United Capital Financial Advisors LLC123,607$11.80M0.1%+210.1%0.007%Search for SEC Filing on Google Icon
11/17/2025Utah Retirement Systems281,930$26.92M0.3%+2.3%0.016%Search for SEC Filing on Google Icon
11/17/2025Voleon Capital Management LP325,281$31.06M0.8%+198.8%0.018%Search for SEC Filing on Google Icon
11/17/2025Voloridge Investment Management LLC1,495,901$142.81M0.5%+154.2%0.084%Search for SEC Filing on Google Icon
11/17/2025Verity Asset Management Inc.14,750$1.41M0.5%+105.1%0.001%Search for SEC Filing on Google Icon
11/17/2025Tidal Investments LLC150,599$14.38M0.0%+16.6%0.008%Search for SEC Filing on Google Icon
11/17/2025Strategic Wealth Partners Ltd.24,725$2.36M0.2%-2.0%0.001%Search for SEC Filing on Google Icon
11/17/2025State Street Corp73,156,290$6.98B0.2%+1.0%4.117%Search for SEC Filing on Google Icon
11/17/2025Sculati Wealth Management LLC40,322$3.85M1.4%-0.8%0.002%Search for SEC Filing on Google Icon
11/17/2025Scopus Asset Management L.P.100,000$9.55M0.1%N/A0.006%Search for SEC Filing on Google Icon
11/17/2025Shelton Capital Management97,058$9.27M0.2%-11.0%0.005%Search for SEC Filing on Google Icon
11/17/2025Sherbrooke Park Advisers LLC3,562$0.34M0.2%N/A0.000%Search for SEC Filing on Google Icon
11/17/2025Polymer Capital Management US LLC5,911$0.56M0.1%+23.5%0.000%Search for SEC Filing on Google Icon
11/17/2025Prosperity Wealth Management Inc.6,659$0.64M0.2%+5.3%0.000%Search for SEC Filing on Google Icon
11/17/2025Quarry LP4,616$0.44M0.1%+299.3%0.000%Search for SEC Filing on Google Icon
11/17/2025Pragma Gestao DE Patrimonio Ltd.83,300$7.95M3.4%-12.1%0.005%Search for SEC Filing on Google Icon
11/17/2025Public Employees Retirement System of Ohio681,752$65.09M0.2%-2.1%0.038%Search for SEC Filing on Google Icon
11/17/2025Parkwood LLC75,532$7.21M0.7%-66.2%0.004%Search for SEC Filing on Google Icon
11/17/2025Permanens Capital L.P.62,587$5.98M0.9%+2.0%0.004%Search for SEC Filing on Google Icon
11/17/2025Northwestern Mutual Wealth Management Co.157,228$15.01M0.0%+11.2%0.009%Search for SEC Filing on Google Icon
11/17/2025Northern Trust Corp17,001,627$1.62B0.2%-0.6%0.957%Search for SEC Filing on Google Icon
11/17/2025Norinchukin Bank The96,565$9.22M0.1%+2.4%0.005%Search for SEC Filing on Google Icon
11/17/2025Mariner LLC564,196$53.86M0.1%+5.8%0.032%Search for SEC Filing on Google Icon
11/17/2025Mairs & Power Inc.299,389$28.58M0.3%-11.2%0.017%Search for SEC Filing on Google Icon
11/17/2025Maltese Capital Management LLC62,500$5.97M0.9%+25.0%0.004%Search for SEC Filing on Google Icon
11/17/2025Moors & Cabot Inc.20,408$1.95M0.1%-1.4%0.001%Search for SEC Filing on Google Icon
11/17/2025Morse Asset Management Inc2,497$0.24M0.0%+2,644.0%0.000%Search for SEC Filing on Google Icon
11/17/2025National Bank of Canada FI642,879$61.38M0.1%-54.0%0.036%Search for SEC Filing on Google Icon
11/17/2025Mercer Global Advisors Inc. ADV313,178$29.90M0.0%+28.5%0.018%Search for SEC Filing on Google Icon
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.192,290$18.36M0.0%-10.3%0.011%Search for SEC Filing on Google Icon
11/17/2025Moneta Group Investment Advisors LLC36,260$3.46M0.0%+3.8%0.002%Search for SEC Filing on Google Icon
11/17/2025Moore Capital Management LP614,240$58.64M0.8%+57.1%0.035%Search for SEC Filing on Google Icon
11/17/2025Knollwood Investment Advisory LLC12,698$1.21M0.1%-0.9%0.001%Search for SEC Filing on Google Icon
11/17/2025L2 Asset Management LLC8,083$0.77M0.1%+5.4%0.000%Search for SEC Filing on Google Icon
11/17/2025London Co. of Virginia4,238,650$404.67M2.2%-2.0%0.239%Search for SEC Filing on Google Icon
11/17/2025Laird Norton Wetherby Wealth Management LLC52,564$5.02M0.2%-9.2%0.003%Search for SEC Filing on Google Icon
11/17/2025Larson Financial Group LLC12,248$1.17M0.0%+92.0%0.001%Search for SEC Filing on Google Icon
11/17/2025Lido Advisors LLC529,248$50.53M0.2%+8.7%0.030%Search for SEC Filing on Google Icon
11/17/2025Lighthouse Investment Partners LLC40,340$3.85M0.1%-55.0%0.002%Search for SEC Filing on Google Icon
11/17/2025Integrated Wealth Concepts LLC24,515$2.34M0.0%+19.8%0.001%Search for SEC Filing on Google Icon
11/17/2025JPL Wealth Management LLC604$58K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/17/2025Jain Global LLC152,807$14.59M0.1%+3.6%0.009%Search for SEC Filing on Google Icon
11/17/2025HighVista Strategies LLC14,100$1.35M0.3%-13.5%0.001%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: $95.02
Low: $93.96
High: $95.41

50 Day Range

MA: $93.76
Low: $90.44
High: $97.71

52 Week Range

Now: $95.02
Low: $65.88
High: $99.59

Volume

8,367,032 shs

Average Volume

8,125,751 shs

Market Capitalization

$168.84 billion

P/E Ratio

22.25

Dividend Yield

1.15%

Beta

0.96

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. Mark A Goldfarb (Director)
  16. Arun Sarin (Director)
  17. Jonathan S Beatty (Insider)
  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. — 8.35%
  2. Dodge & Cox — 4.67%
  3. State Street Corp — 4.12%
  4. Franklin Resources Inc. — 1.69%
  5. Fisher Asset Management LLC — 1.22%
  6. Primecap Management Co. CA — 1.17%
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. Wellington Management Group LLP
  2. Generation Investment Management LLP
  3. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC
  4. Bank of New York Mellon Corp
  5. PFG Advisors
  6. Principal Financial Group Inc.
  7. Massachusetts Financial Services Co. MA
  8. Dodge & Cox
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)
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. Primecap Management Co. CA
  2. Mondrian Investment Partners LTD
  3. First Trust Advisors LP
  4. Danske Bank A S
  5. Amundi
  6. Robeco Institutional Asset Management B.V.
  7. Man Group plc
  8. Voloridge Investment Management LLC
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.