SCHW Insider Trading

Insider Ownership Percentage: 6.30%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $119,076,382.41

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: $104.61
Price Change: Price Decrease of -0.552 (-0.52%)
As of 09/17/2026 03:59 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
8/28/2026Walter W. BettingerChairmanSell74,388$110.91$8,250,373.08610,360View SEC Filing Icon  
8/24/2026Walter W. BettingerChairmanSell176,210$113.49$19,998,072.90610,360View SEC Filing Icon  
8/17/2026Jonathan S. BeattyInsiderSell1,000$111.33$111,330.0010,738View SEC Filing Icon  
8/13/2026Dennis HowardInsiderSell2,198$110.00$241,780.006,980View SEC Filing Icon  
8/10/2026Nigel J. MurtaghInsiderSell24,778$109.01$2,701,049.7857,972View SEC Filing Icon  
8/7/2026Paula A. SneedDirectorSell5,263$107.15$563,930.4591,711View SEC Filing Icon  
8/6/2026Nigel J. MurtaghInsiderSell1,897$109.00$206,773.0057,972View SEC Filing Icon  
7/28/2026Dennis HowardInsiderSell28,000$105.01$2,940,280.0010,470View SEC Filing Icon  
7/28/2026Walter W. BettingerChairmanSell93,408$104.64$9,774,213.12529,346View SEC Filing Icon  
7/27/2026Nigel J. MurtaghInsiderSell32,947$104.01$3,426,817.4757,972View SEC Filing Icon  
7/27/2026Walter W. BettingerChairmanSell192,488$103.90$19,999,503.20529,346View SEC Filing Icon  
7/23/2026Peter J. Morgan, IIIGeneral CounselSell6,952$102.03$709,312.56View SEC Filing Icon  
7/21/2026Jonathan S. BeattyInsiderSell2,000$104.21$208,420.0011,738View SEC Filing Icon  
7/21/2026Nigel J. MurtaghInsiderSell4,053$104.14$422,079.4257,972View SEC Filing Icon  
7/6/2026Jonathan S. BeattyInsiderSell2,000$100.01$200,020.0013,738View SEC Filing Icon  
7/2/2026Jonathan S. BeattyInsiderSell2,000$97.03$194,060.0017,738View SEC Filing Icon  
4/28/2026Frank C. HerringerDirectorSell2,520$90.60$228,312.00177,508View SEC Filing Icon  
4/15/2026Paul V. WoolwayInsiderSell7,941$100.00$794,100.0029,866View SEC Filing Icon  
4/14/2026Nigel J. MurtaghInsiderSell41,297$99.00$4,088,403.0057,972View SEC Filing Icon  
4/14/2026Paul V. WoolwayInsiderSell7,942$98.00$778,316.0029,866View SEC Filing Icon  
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  
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
9/15/2026Anchor Investment Management LLC42,549$3.93M0.3%+10.1%0.002%Search for SEC Filing on Google Icon
9/9/2026SVB Wealth LLC16,797$1.55M0.1%-6.5%0.001%Search for SEC Filing on Google Icon
9/9/2026Community Bank N.A.1,250$0.12M0.0%+36.2%0.000%Search for SEC Filing on Google Icon
9/9/2026Pointe Capital Management LLC5,461$0.50M0.2%+3.7%0.000%Search for SEC Filing on Google Icon
9/9/2026Sterling Investment Advisors Ltd.29,271$2.70M0.4%-6.8%0.002%Search for SEC Filing on Google Icon
9/8/2026Ramsay Stattman Vela & Price Inc.13,855$1.28M0.2%+11.9%0.001%Search for SEC Filing on Google Icon
8/23/2026Washington Trust Advisors Inc.447$41K0.0%+118.0%0.000%Search for SEC Filing on Google Icon
8/23/2026Operose Advisors LLC4,964$0.46M0.1%-2.4%0.000%Search for SEC Filing on Google Icon
8/23/2026Nilsine Partners LLC8,319$0.77M0.1%-8.5%0.000%Search for SEC Filing on Google Icon
8/23/2026Saudi Central Bank115,584$10.67M0.1%+85.5%0.007%Search for SEC Filing on Google Icon
8/22/2026Compass Financial Management LLC293$27K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/22/2026Munich Reinsurance Co Stock Corp in Munich159,656$14.73M0.3%+9.8%0.009%Search for SEC Filing on Google Icon
8/22/2026Raiffeisen Bank International AG63,127$5.72M0.1%+99.2%0.004%Search for SEC Filing on Google Icon
8/22/2026Syon Capital LLC9,146$0.84M0.0%-23.2%0.001%Search for SEC Filing on Google Icon
8/22/2026Allen Mooney & Barnes Investment Advisors LLC145,478$13.42M2.0%-3.5%0.008%Search for SEC Filing on Google Icon
8/21/2026Athena Investment Management4,250$0.39M0.2%-44.9%0.000%Search for SEC Filing on Google Icon
8/21/2026Continuum Advisory LLC4,966$0.46M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/21/2026Birch Capital Management LLC74,765$6.90M3.4%+5.8%0.004%Search for SEC Filing on Google Icon
8/21/2026Independence Bank of Kentucky9,123$0.84M0.1%-4.6%0.001%Search for SEC Filing on Google Icon
8/21/2026Legacy Financial Advisors Inc.13,756$1.27M0.2%-0.7%0.001%Search for SEC Filing on Google Icon
8/20/2026Oarsman Capital Inc.3,179$0.29M0.0%-3.7%0.000%Search for SEC Filing on Google Icon
8/20/2026Quantitative Investment Management LLC14,257$1.32M0.1%N/A0.001%Search for SEC Filing on Google Icon
8/20/2026Provident Trust Co.3,716,441$342.92M7.2%+0.4%0.215%Search for SEC Filing on Google Icon
8/19/2026New Mexico Educational Retirement Board83,087$7.67M0.2%+5.6%0.005%Search for SEC Filing on Google Icon
8/19/2026Mufg Securities Americas Inc.49,238$4.54M0.2%+6.5%0.003%Search for SEC Filing on Google Icon
8/19/2026Navellier & Associates Inc.9,555$0.88M0.1%+47.0%0.001%Search for SEC Filing on Google Icon
8/18/2026Glenview Trust Co118,279$10.91M0.1%N/A0.007%Search for SEC Filing on Google Icon
8/18/2026North Star Asset Management Inc.478,540$44.16M1.7%N/A0.028%Search for SEC Filing on Google Icon
8/17/2026Blue Edge Capital LLC2,198$0.20M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/17/2026Birmingham Capital Management Co. Inc. AL11,150$1.03M0.4%N/A0.001%Search for SEC Filing on Google Icon
8/15/2026Pointe Capital Management LLC5,461$0.50M0.2%N/A0.000%Search for SEC Filing on Google Icon
8/15/2026First Bancorp Inc ME1,125$0.10M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/14/2026Kelly Lawrence W & Associates Inc. CA14,767$1.36M0.3%N/A0.001%Search for SEC Filing on Google Icon
8/14/2026Partners Capital Investment Group LLP32,995$3.04M0.1%N/A0.002%Search for SEC Filing on Google Icon
8/13/2026Ally Financial Inc.35,000$3.23M0.4%N/A0.002%Search for SEC Filing on Google Icon
8/13/2026Blue Whale Capital LLP342,398$31.59M1.0%N/A0.020%Search for SEC Filing on Google Icon
8/13/2026Elefante Mark B42,214$3.90M1.7%N/A0.002%Search for SEC Filing on Google Icon
8/13/2026S&G Foundation10,837$1M0.0%N/A0.001%Search for SEC Filing on Google Icon
8/12/2026Kirtland Hills Capital Management LLC9,923$0.92M0.3%N/A0.001%Search for SEC Filing on Google Icon
8/12/2026Compass Financial Management LLC293$27K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/12/2026Heartland Bank & Trust Co7,723$0.71M0.1%N/A0.000%Search for SEC Filing on Google Icon
8/11/2026Notis McConarty Edward36,470$3.37M1.5%N/A0.002%Search for SEC Filing on Google Icon
8/11/2026Somerville Kurt F56,560$5.22M1.2%N/A0.003%Search for SEC Filing on Google Icon
8/11/2026Puzo Michael J55,627$5.13M1.3%N/A0.003%Search for SEC Filing on Google Icon
8/11/2026Madison Asset Management LLC847,868$78.23M0.9%N/A0.049%Search for SEC Filing on Google Icon
8/10/2026Flossbach Von Storch SE10,706,944$987.93M4.5%N/A0.616%Search for SEC Filing on Google Icon
8/10/2026Great Lakes Advisors LLC78,029$7.20M0.1%N/A0.004%Search for SEC Filing on Google Icon
8/10/2026Danske Bank A S1,581,766$145.95M0.3%N/A0.091%Search for SEC Filing on Google Icon
8/7/2026Trust Co. of Vermont25,718$2.37M0.1%N/A0.001%Search for SEC Filing on Google Icon
8/7/2026Plato Investment Management Ltd65,701$6.03M0.3%N/A0.004%Search for SEC Filing on Google Icon
8/6/2026J.Safra Asset Management Corp425$39K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/6/2026Orca Investment Management LLC4,569$0.42M0.3%N/A0.000%Search for SEC Filing on Google Icon
8/3/2026Next Capital Management LLC16,323$1.51M0.4%N/A0.001%Search for SEC Filing on Google Icon
7/14/2026Trust Asset Management LLC18,377$1.70M0.1%+9.5%0.001%Search for SEC Filing on Google Icon
7/10/2026Regent Peak Wealth Advisors LLC2,657$0.25M0.0%-4.5%0.000%Search for SEC Filing on Google Icon
7/10/2026Wedge Capital Management L L P NC2,830$0.26M0.0%-13.5%0.000%Search for SEC Filing on Google Icon
7/10/2026Whitener Capital Management Inc.24,877$2.30M0.5%+17.0%0.001%Search for SEC Filing on Google Icon
7/10/2026JFS Wealth Advisors LLC23,357$2.16M0.1%-2.6%0.001%Search for SEC Filing on Google Icon
7/10/2026Tema ETFs LLC31,695$2.92M0.1%+10.6%0.002%Search for SEC Filing on Google Icon
7/10/2026Canvas Wealth Advisors LLC5,773$0.53M0.1%-8.5%0.000%Search for SEC Filing on Google Icon
7/10/2026Fiduciary Financial Group LLC37,152$3.43M0.4%-5.3%0.002%Search for SEC Filing on Google Icon
7/10/2026Lederer & Associates Investment Counsel CA17,601$1.62M1.1%N/A0.001%Search for SEC Filing on Google Icon
7/10/2026Diversified Management Inc.9,537$0.88M0.2%-83.3%0.001%Search for SEC Filing on Google Icon
7/10/2026Peoples Bank KS4,331$0.40M0.4%+2.7%0.000%Search for SEC Filing on Google Icon
7/10/2026E. Ohman J or Asset Management AB41,700$3.85M0.1%+5.0%0.002%Search for SEC Filing on Google Icon
7/10/2026Handelsbanken Fonder AB652,139$60.17M0.2%+0.5%0.037%Search for SEC Filing on Google Icon
7/10/2026City Holding Co.22,846$2.11M0.2%-0.4%0.001%Search for SEC Filing on Google Icon
7/10/2026Orrstown Financial Services Inc.4,875$0.45M0.1%+14.1%0.000%Search for SEC Filing on Google Icon
7/10/2026Salvus Wealth Management LLC67,597$6.24M3.5%-5.7%0.004%Search for SEC Filing on Google Icon
7/10/2026KMG Fiduciary Partners LLC3,912$0.36M0.0%-33.2%0.000%Search for SEC Filing on Google Icon
7/10/2026Community Financial Services Group LLC43,565$4.17M0.6%-6.5%0.003%Search for SEC Filing on Google Icon
7/10/2026Perkins Coie Trust Co58,222$5.37M0.9%-2.2%0.003%Search for SEC Filing on Google Icon
7/10/2026Fulton Bank N.A.5,143$0.48M0.0%-50.9%0.000%Search for SEC Filing on Google Icon
7/10/2026Wealthcare Advisory Partners LLC9,835$0.91M0.0%+8.2%0.001%Search for SEC Filing on Google Icon
7/9/2026First Bank & Trust5,733$0.53M0.1%-6.4%0.000%Search for SEC Filing on Google Icon
7/9/2026Centurion Wealth Management LLC5,705$0.53M0.1%-6.8%0.000%Search for SEC Filing on Google Icon
7/9/2026Shira Ridge Wealth Management10,876$1M0.4%-1.1%0.001%Search for SEC Filing on Google Icon
7/9/2026Professional Financial Advisors LLC3,829$0.35M0.1%-82.4%0.000%Search for SEC Filing on Google Icon
7/9/2026Focus Financial Network Inc.18,180$1.68M0.1%+16.0%0.001%Search for SEC Filing on Google Icon
7/9/2026Vertrix Wealth Management LLC13,469$1.24M0.4%+12.8%0.001%Search for SEC Filing on Google Icon
7/9/2026TOWER TRUST & INVESTMENT Co11,205$1.03M0.6%+1.9%0.001%Search for SEC Filing on Google Icon
7/9/2026HF Advisory Group LLC41,262$3.81M1.2%+7.5%0.002%Search for SEC Filing on Google Icon
7/9/2026Arista Wealth Management LLC6,000$0.55M0.1%-1.7%0.000%Search for SEC Filing on Google Icon
7/9/2026Tactive Advisors LLC7,858$0.73M0.2%-13.6%0.000%Search for SEC Filing on Google Icon
7/9/2026Everhart Financial Group Inc.13,894$1.28M0.1%-1.4%0.001%Search for SEC Filing on Google Icon
7/9/2026Jacobs & Co. CA156,494$14.44M1.2%-1.6%0.009%Search for SEC Filing on Google Icon
7/9/2026Sax Wealth Advisors LLC9,037$0.85M0.0%+3.3%0.001%Search for SEC Filing on Google Icon
7/9/2026Oliver Luxxe Assets LLC71,774$6.62M1.0%+14.0%0.004%Search for SEC Filing on Google Icon
7/9/2026Chemistry Wealth Management LLC33,326$3.08M0.5%-0.5%0.002%Search for SEC Filing on Google Icon
7/9/2026Hennion & Walsh Asset Management Inc.57,465$5.30M0.2%+2.6%0.003%Search for SEC Filing on Google Icon
7/9/2026Pine Haven Investment Counsel Inc40,379$3.73M2.5%-1.0%0.002%Search for SEC Filing on Google Icon
7/9/2026Affinity Capital Advisors LLC4,419$0.45M0.1%-12.4%0.000%Search for SEC Filing on Google Icon
7/9/2026Valeo Financial Advisors LLC27,938$2.58M0.1%-1.4%0.002%Search for SEC Filing on Google Icon
7/9/2026Crumly & Associates Inc.10,479$0.97M0.2%+1.1%0.001%Search for SEC Filing on Google Icon
7/9/2026Norway Savings Bank2,780$0.26M0.1%-12.6%0.000%Search for SEC Filing on Google Icon
7/8/2026Beaird Harris Wealth Management LLC802$74K0.0%+99.0%0.000%Search for SEC Filing on Google Icon
7/8/2026Rockland Trust Co.391,764$36.15M1.4%+9.7%0.023%Search for SEC Filing on Google Icon
7/8/2026Thurston Springer Miller Herd & Titak Inc.1,957$0.18M0.1%-13.9%0.000%Search for SEC Filing on Google Icon
7/8/2026Foresight Capital Management Advisors Inc.3,815$0.35M0.2%-11.2%0.000%Search for SEC Filing on Google Icon
7/8/2026Chesley Taft & Associates LLC22,641$2.09M0.1%-2.6%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: $104.61
Low: $103.50
High: $105.39

50 Day Range

MA: $106.92
Low: $100.19
High: $113.63

52 Week Range

Now: $104.61
Low: $83.96
High: $114.53

Volume

7,424,617 shs

Average Volume

7,430,121 shs

Market Capitalization

$180.90 billion

P/E Ratio

19.02

Dividend Yield

1.22%

Beta

0.76

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. Charles Schwab (Major Shareholder)
  4. Walter W Bettinger (Insider)
  5. Walter W Bettinger (CEO)
  6. Walter W Bettinger (Chairman)
  7. Walter Bettinger (CEO)
  8. Christopher V Dodds (Director)
  9. Walter W Bettinger (CEO)
  10. Joseph R Martinetto (EVP)
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. Flossbach Von Storch SE — 0.62%
  2. BlackRock Inc. — 0.22%
  3. Provident Trust Co. — 0.21%
  4. Assenagon Asset Management S.A. — 0.10%
  5. Danske Bank A S — 0.09%
  6. Bank of America Corp DE — 0.07%
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. Diversified Management Inc.
  2. Professional Financial Advisors LLC
  3. Assenagon Asset Management S.A.
  4. Cooper Financial Group
  5. Fulton Bank N.A.
  6. Allen Mooney & Barnes Investment Advisors LLC
  7. Salvus Wealth Management LLC
  8. Athena Investment Management
In the last year, company insiders that have sold Charles Schwab company stock include:
  1. Walter W Bettinger (Chairman)
  2. Christopher V Dodds (Director)
  3. Frank C Herringer (Director)
  4. Paula A Sneed (Director)
  5. Nigel J Murtagh (Insider)
  6. Paul V Woolway (Insider)
  7. Jonathan S Beatty (Insider)
  8. Dennis Howard (Insider)
  9. Peter J Morgan III (General Counsel)
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. Flossbach Von Storch SE
  2. BlackRock Inc.
  3. Danske Bank A S
  4. Bank of America Corp DE
  5. Madison Asset Management LLC
  6. North Star Asset Management Inc.
  7. Blue Whale Capital LLP
  8. Deutsche Bank AG