SCHW Insider Trading

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Insider Trading History
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Insider Ownership Percentage: 6.60%

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

Insider Selling (Last 12 Months): $37,588,643.63

Charles Schwab Insider Trading History Chart

Charles Schwab Share Price & Price History

^$72.92

▲ +0.42 (0.58%)

As of 04/18/2024 01:00 AM ET

Days: 30 | 90 | 365

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Charles Schwab Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
4/18/2024	Peter B. Crawford	CFO	Sell	5,482	$73.46	$402,707.72	60,567
4/16/2024	Joseph R. Martinetto	COO	Sell	43,000	$70.83	$3,045,690.00	41,414
4/16/2024	Mark A Goldfarb	Director	Sell	7,100	$70.86	$503,106.00	19,917
4/16/2024	Nigel J. Murtagh	Insider	Sell	10,000	$72.40	$724,000.00	71,446
4/16/2024	Peter B. Crawford	CFO	Sell	6,114	$71.02	$434,216.28	60,567
4/16/2024	Peter J. Morgan III	General Counsel	Sell	24,520	$72.23	$1,771,079.60
3/21/2024	Carolyn Schwab-Pomerantz	Director	Sell	9,000	$70.87	$637,830.00	581,457
3/21/2024	Jonathan M. Craig	insider	Sell	4,977	$70.01	$348,439.77	81,446
3/6/2024	Nigel J. Murtagh	Insider	Sell	29,991	$67.80	$2,033,389.80	81,446
2/28/2024	Carolyn Schwab-Pomerantz	Director	Sell	9,000	$65.29	$587,610.00	585,057
2/28/2024	Peter B. Crawford	CFO	Sell	5,500	$65.71	$361,405.00	24,111
2/22/2024	Charles R Schwab	Chairman	Sell	58,500	$64.60	$3,779,100.00	61,192,538
2/15/2024	Charles R Schwab	Chairman	Sell	71,226	$64.99	$4,628,977.74	61,251,038
2/15/2024	Peter B. Crawford	CFO	Sell	8,000	$64.76	$518,080.00	29,611
1/24/2024	Charles R Schwab	Chairman	Sell	16,390	$63.94	$1,047,976.60	61,331,688
1/22/2024	Peter B. Crawford	CFO	Sell	4,000	$64.49	$257,960.00	37,611
11/30/2023	Carolyn Schwab-Pomerantz	Director	Sell	12,208	$61.28	$748,106.24	1,722,400
11/30/2023	Peter B. Crawford	CFO	Sell	4,000	$60.56	$242,240.00	41,611
11/30/2023	Peter J. Morgan III	General Counsel	Sell	7,162	$60.72	$434,876.64
11/3/2023	Peter B. Crawford	CFO	Sell	3,114	$56.19	$174,975.66	41,611
10/24/2023	Paula A. Sneed	Director	Sell	6,918	$49.98	$345,761.64	112,398
9/18/2023	Peter B. Crawford	CFO	Sell	3,792	$57.31	$217,319.52	44,725
8/29/2023	Peter J. Morgan, III	General Counsel	Sell	8,000	$59.61	$476,880.00	8,014
8/17/2023	Charles A. Ruffel	Director	Buy	833	$60.55	$50,438.15	3,386
7/26/2023	Charles R Schwab	Chairman	Sell	75,760	$66.60	$5,045,616.00	59,672,778
7/24/2023	Charles R Schwab	Chairman	Sell	72,047	$66.66	$4,802,653.02	59,748,538
5/22/2023	Charles R Schwab	Chairman	Sell	77,640	$51.76	$4,018,646.40	59,771,278
3/28/2023	Marianne Catherine Brown	Director	Buy	5,000	$53.47	$267,350.00	9,984
3/17/2023	Bernard J. Clark	Insider	Buy	5,000	$54.83	$274,150.00	120,653
3/17/2023	Richard A. Wurster	President	Buy	2,000	$54.39	$108,780.00	101,391
3/16/2023	Mark A Goldfarb	Director	Buy	4,000	$58.37	$233,480.00	27,017
3/14/2023	Peter B. Crawford	CFO	Buy	5,000	$57.96	$289,800.00	44,725
3/14/2023	Todd M. Ricketts	Director	Buy	10,000	$56.79	$567,900.00	230,892
3/14/2023	Walter W. Bettinger	CEO	Buy	50,000	$59.31	$2,965,500.00	656,501
3/6/2023	Jonathan M Craig	Insider	Sell	34,667	$76.33	$2,646,132.11	11,159
2/24/2023	Nigel J. Murtagh	Insider	Sell	10,796	$80.23	$866,163.08	57,322
2/16/2023	Charles A. Ruffel	Director	Sell	5,176	$80.88	$418,634.88	12,073
2/14/2023	Frank C. Herringer	Director	Sell	9,139	$80.87	$739,070.93	157,026
2/13/2023	Charles R Schwab	Chairman	Sell	95,030	$81.04	$7,701,231.20	60,002,584
2/8/2023	Charles R Schwab	Chairman	Sell	62,500	$81.54	$5,096,250.00	30,731,256
2/6/2023	Charles R Schwab	Chairman	Sell	188,670	$80.07	$15,106,806.90	30,856,646
2/6/2023	Paula A. Sneed	Director	Sell	20,888	$80.00	$1,671,040.00	116,723
2/3/2023	Charles R Schwab	Chairman	Sell	129,030	$79.76	$10,291,432.80	30,982,426
2/1/2023	Charles R Schwab	Chairman	Sell	121,066	$77.84	$9,423,777.44	60,223,399
1/18/2023	Jonathan M. Craig	Insider	Sell	51,144	$80.30	$4,106,863.20
11/18/2022	Charles R Schwab	Chairman	Sell	132,050	$79.66	$10,519,103.00	31,111,456
11/11/2022	Charles R Schwab	Chairman	Sell	132,050	$78.29	$10,338,194.50	31,159,531
11/8/2022	Peter J. Morgan, III	EVP	Sell	1,463	$80.04	$117,098.52	1,803
11/4/2022	Charles R Schwab	Chairman	Sell	135,000	$79.26	$10,700,100.00	69,022,467
11/1/2022	Carolyn Schwab-Pomerantz	Director	Sell	6,270	$79.82	$500,471.40	1,739,557
10/31/2022	Charles R Schwab	Chairman	Sell	135,000	$79.49	$10,731,150.00	69,184,882
10/31/2022	Peter J. Morgan, III	EVP	Sell	7,322	$80.03	$585,979.66	4,578
10/28/2022	Carolyn Schwab-Pomerantz	Director	Sell	31,950	$80.01	$2,556,319.50	596,456
10/28/2022	Jonathan M Craig	Insider	Sell	4,019	$79.08	$317,822.52
10/28/2022	Nigel J. Murtagh	EVP	Sell	16,169	$80.00	$1,293,520.00	51,798
8/12/2022	Jonathan M Craig	Insider	Sell	8,032	$75.00	$602,400.00	4,019
7/28/2022	Charles R Schwab	Chairman	Sell	149,600	$65.36	$9,777,856.00	69,749,230
7/20/2022	Charles R Schwab	Chairman	Sell	120,000	$62.70	$7,524,000.00	71,083,305
4/29/2022	Walter W. Bettinger	CEO	Buy	63,188	$67.07	$4,238,019.16	432,625
4/27/2022	Walter W. Bettinger	CEO	Buy	4,341	$68.55	$297,575.55	359,714
4/25/2022	Walter W. Bettinger	CEO	Buy	36,640	$69.49	$2,546,113.60	329,265
4/7/2022	Jonathan M Craig	EVP	Sell	4,016	$80.02	$321,360.32
3/16/2022	Peter B. Crawford	CFO	Sell	3,114	$87.01	$270,949.14
2/22/2022	Charles R Schwab	Chairman	Sell	156,860	$85.93	$13,478,979.80
2/17/2022	Charles R Schwab	Chairman	Sell	58,140	$86.63	$5,036,668.20
2/10/2022	Charles R Schwab	Chairman	Sell	30,873	$95.50	$2,948,371.50
2/9/2022	Richard A. Wurster	President	Sell	61,423	$94.62	$5,811,844.26
2/8/2022	Peter J. Morgan, III	EVP	Sell	4,480	$94.04	$421,299.20
2/7/2022	Charles R Schwab	Chairman	Sell	119,280	$92.59	$11,044,135.20
2/7/2022	Peter B. Crawford	CFO	Sell	7,500	$93.11	$698,325.00
2/3/2022	Charles R Schwab	Chairman	Sell	119,280	$90.20	$10,759,056.00
2/1/2022	Charles R Schwab	Chairman	Sell	1,420	$89.43	$126,990.60
2/1/2022	Peter B. Crawford	CFO	Sell	6,000	$89.38	$536,280.00
1/31/2022	Peter J. Morgan, III	EVP	Sell	2,239	$87.14	$195,106.46
1/12/2022	Jonathan M Craig	EVP	Sell	4,976	$95.00	$472,720.00
1/10/2022	Charles R Schwab	Chairman	Sell	60,000	$90.07	$5,404,200.00
12/27/2021	Charles R Schwab	Chairman	Sell	60,000	$85.43	$5,125,800.00
12/20/2021	Charles R Schwab	Chairman	Sell	60,000	$80.61	$4,836,600.00
11/22/2021	Charles R Schwab	Chairman	Sell	49,100	$82.43	$4,047,313.00
11/22/2021	Joan Dea	Director	Sell	1,250	$82.64	$103,300.00
11/18/2021	Charles R Schwab	Chairman	Sell	49,100	$81.90	$4,021,290.00
11/15/2021	Charles R Schwab	Chairman	Sell	49,100	$81.97	$4,024,727.00
11/8/2021	Charles R Schwab	Chairman	Sell	1,973	$81.75	$161,292.75
11/1/2021	Charles R Schwab	Chairman	Sell	61,350	$81.67	$5,010,454.50
10/29/2021	Charles R Schwab	Chairman	Sell	150,000	$82.02	$12,303,000.00
10/27/2021	Charles R Schwab	Chairman	Sell	768	$83.00	$63,744.00
10/25/2021	Bernard J. Clark	EVP	Sell	300	$84.00	$25,200.00
10/25/2021	Charles R Schwab	Chairman	Sell	23,698	$83.05	$1,968,118.90
10/25/2021	Joseph R. Martinetto	COO	Sell	230	$83.99	$19,317.70
10/22/2021	Charles R Schwab	Chairman	Sell	120,000	$82.56	$9,907,200.00
10/22/2021	Nigel J. Murtagh	EVP	Sell	28,000	$83.26	$2,331,280.00
10/22/2021	Peter B. Crawford	CFO	Sell	11,000	$83.38	$917,180.00
10/20/2021	Charles R Schwab	Chairman	Sell	185,250	$81.18	$15,038,595.00
10/19/2021	Walter W. Bettinger	CEO	Sell	245,239	$81.12	$19,893,787.68
10/18/2021	Charles R Schwab	Chairman	Sell	13,000	$80.34	$1,044,420.00
10/18/2021	Christopher V. Dodds	Director	Sell	11,094	$80.38	$891,735.72
10/15/2021	Joseph R. Martinetto	COO	Sell	35,515	$80.53	$2,860,022.95
10/11/2021	Bernard J. Clark	EVP	Sell	29,977	$78.16	$2,343,002.32
10/11/2021	Charles R Schwab	Chairman	Sell	28,000	$78.50	$2,198,000.00
10/11/2021	Joseph R. Martinetto	COO	Sell	25,484	$78.05	$1,989,026.20
10/4/2021	Charles R Schwab	Chairman	Sell	28,000	$74.47	$2,085,160.00
9/28/2021	Jonathan M Craig	EVP	Sell	902	$77.96	$70,319.92
9/27/2021	Charles R Schwab	Chairman	Sell	28,000	$77.04	$2,157,120.00
9/22/2021	Charles R Schwab	Chairman	Sell	14,000	$70.02	$980,280.00
9/13/2021	Charles R Schwab	Chairman	Sell	21,691	$71.80	$1,557,413.80
9/7/2021	Charles R Schwab	Chairman	Sell	28,000	$71.91	$2,013,480.00
8/30/2021	Charles R Schwab	Chairman	Sell	28,000	$75.10	$2,102,800.00
8/27/2021	Peter J. Morgan, III	EVP	Sell	1,043	$75.58	$78,829.94	8,358
8/25/2021	Charles R Schwab	Chairman	Sell	70,000	$74.49	$5,214,300.00
8/25/2021	Nigel J. Murtagh	EVP	Sell	25,000	$74.76	$1,869,000.00	82,484
8/23/2021	Charles R Schwab	Chairman	Sell	28,000	$72.31	$2,024,680.00
8/23/2021	Paula A. Sneed	Director	Sell	26,925	$72.48	$1,951,524.00
8/23/2021	Peter B. Crawford	CFO	Sell	4,500	$72.42	$325,890.00
8/16/2021	Charles R Schwab	Chairman	Sell	28,000	$72.54	$2,031,120.00
8/13/2021	Charles R Schwab	Chairman	Sell	70,000	$74.14	$5,189,800.00
8/9/2021	Charles R Schwab	Chairman	Sell	28,000	$71.92	$2,013,760.00
8/6/2021	Charles R Schwab	Chairman	Sell	81,400	$71.21	$5,796,494.00
7/21/2021	Charles R Schwab	Chairman	Sell	2,600	$70.00	$182,000.00
7/12/2021	Charles R Schwab	Chairman	Sell	25,701	$70.94	$1,823,228.94
7/6/2021	Charles R Schwab	Chairman	Sell	16,400	$71.82	$1,177,848.00
6/28/2021	Charles R Schwab	Chairman	Sell	28,000	$72.99	$2,043,720.00
6/21/2021	Charles R Schwab	Chairman	Sell	28,000	$71.30	$1,996,400.00
6/14/2021	Charles R Schwab	Chairman	Sell	28,000	$73.05	$2,045,400.00
6/7/2021	Charles R Schwab	Chairman	Sell	28,000	$75.43	$2,112,040.00
6/3/2021	Jonathan M Craig	EVP	Sell	12,500	$75.90	$948,750.00
6/3/2021	Peter B. Crawford	CFO	Sell	8,500	$75.52	$641,920.00
6/1/2021	Charles R Schwab	Chairman	Sell	28,000	$74.71	$2,091,880.00
5/28/2021	William S Haraf	Director	Sell	7,835	$73.96	$579,476.60	40,336
5/27/2021	Jonathan M. Craig	EVP	Sell	12,500	$73.99	$924,875.00	82,484
5/24/2021	Peter B. Crawford	CFO	Sell	12,000	$73.00	$876,000.00	798
5/17/2021	Charles R Schwab	Chairman	Sell	70,000	$72.64	$5,084,800.00
5/14/2021	Charles R Schwab	Chairman	Sell	44,380	$72.00	$3,195,360.00
5/14/2021	Walter W. Bettinger	CEO	Sell	49,788	$72.47	$3,608,136.36	241,684
5/10/2021	Walter W. Bettinger	CEO	Sell	20,483	$72.48	$1,484,607.84
5/6/2021	Joseph R. Martinetto	COO	Sell	16,433	$70.62	$1,160,498.46
5/6/2021	Walter W. Bettinger	CEO	Sell	124,670	$71.44	$8,906,424.80	332,583
4/29/2021	Joseph R. Martinetto	COO	Sell	255,321	$71.70	$18,306,515.70
4/29/2021	Peter B. Crawford	CFO	Sell	3,500	$71.68	$250,880.00
4/29/2021	Peter J. Morgan, III	EVP	Sell	7,321	$70.85	$518,692.85	15,679
4/29/2021	Walter W. Bettinger	CEO	Sell	242,002	$70.68	$17,104,701.36	332,584
4/28/2021	Charles R Schwab	Chairman	Sell	100,000	$69.87	$6,987,000.00
4/27/2021	Jonathan M Craig	EVP	Sell	8,424	$69.00	$581,256.00
4/26/2021	Charles R Schwab	Chairman	Sell	47,249	$68.00	$3,212,932.00
4/22/2021	Charles R Schwab	Chairman	Sell	300,000	$65.59	$19,677,000.00

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Today, I’m making my boldest prediction ever. Next-generation AI technology will create the first $100 TRILLION industry.

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SEC Filings (Institutional Ownership Changes) for Charles Schwab (NYSE:SCHW)

84.38% of Charles Schwab stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Charles Schwab Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/18/2024	MBM Wealth Consultants LLC	15,909	$1.15M	0.4%	+14.0%	0.001%
4/18/2024	SeaCrest Wealth Management LLC	15,855	$1.15M	0.1%	+1.3%	0.001%
4/18/2024	Oxinas Partners Wealth Management LLC	5,148	$0.37M	0.2%	-3.4%	0.000%
4/18/2024	West Oak Capital LLC	29,635	$2.14M	0.9%	+1.1%	0.002%
4/18/2024	CAP Partners LLC	2,848	$0.21M	0.2%	N/A	0.000%
4/18/2024	State of Michigan Retirement System	407,766	$29.50M	0.2%	+0.1%	0.023%
4/18/2024	Eagle Ridge Investment Management	357,029	$25.83M	2.4%	+0.4%	0.020%
4/18/2024	Leonard Rickey Investment Advisors P.L.L.C.	6,683	$0.48M	0.1%	+18.4%	0.000%
4/18/2024	Cullinan Associates Inc.	40,100	$2.90M	0.2%	-15.0%	0.002%
4/18/2024	Panoramic Investment Advisors LLC	13,593	$0.98M	0.7%	-2.3%	0.001%
4/18/2024	Allspring Global Investments Holdings LLC	679,477	$49.15M	0.1%	-23.1%	0.038%
4/18/2024	Tributary Capital Management LLC	431	$31K	0.0%	N/A	0.000%
4/18/2024	Silvia Mccoll Wealth Management LLC	2,886	$0.21M	0.2%	N/A	0.000%
4/18/2024	O ROURKE & COMPANY Inc	13,243	$0.96M	0.6%	+8.3%	0.001%
4/18/2024	Claro Advisors LLC	5,345	$0.39M	0.1%	N/A	0.000%
4/18/2024	Talbot Financial LLC	152,889	$11.06M	1.5%	+5.0%	0.009%
4/18/2024	Miracle Mile Advisors LLC	30,343	$2.20M	0.1%	+1.3%	0.002%
4/18/2024	Little House Capital LLC	8,162	$0.59M	0.2%	-84.4%	0.000%
4/18/2024	Oliver Luxxe Assets LLC	36,132	$2.61M	0.5%	+1.8%	0.002%
4/18/2024	Diversified Trust Co	6,142	$0.44M	0.0%	-61.3%	0.000%
4/18/2024	Aviance Capital Partners LLC	86,821	$6.28M	0.9%	+6.7%	0.005%
4/18/2024	Roberts Wealth Advisors LLC	21,521	$1.53M	0.6%	+5.2%	0.001%
4/18/2024	Citizens Business Bank	38,876	$2.81M	0.6%	+8.8%	0.002%
4/18/2024	SteelPeak Wealth LLC	4,458	$0.32M	0.0%	-15.1%	0.000%
4/18/2024	Financial Partners Group LLC	34,745	$2.51M	1.0%	-3.7%	0.002%
4/18/2024	Seneca House Advisors	84,889	$6.14M	2.7%	+0.6%	0.005%
4/18/2024	Ironwood Financial llc	10,186	$0.74M	0.2%	+1.6%	0.001%
4/18/2024	Chatham Capital Group Inc.	43,580	$3.15M	0.6%	-0.4%	0.002%
4/17/2024	Strata Wealth Advisors LLC	33,590	$2.43M	0.9%	-20.5%	0.002%
4/17/2024	Dumont & Blake Investment Advisors LLC	11,324	$0.82M	0.2%	+2.3%	0.001%
4/17/2024	Red Door Wealth Management LLC	3,074	$0.22M	0.0%	-18.0%	0.000%
4/17/2024	New Mexico Educational Retirement Board	87,387	$6.32M	0.2%	+13.1%	0.005%
4/17/2024	Guidance Capital Inc.	13,023	$0.93M	0.3%	N/A	0.001%
4/17/2024	Kathleen S. Wright Associates Inc.	2,850	$0.21M	0.1%	-31.5%	0.000%
4/17/2024	Private Ocean LLC	6,937	$0.50M	0.1%	-24.1%	0.000%
4/17/2024	Trinity Financial Advisors LLC	3,163	$0.23M	0.1%	-59.5%	0.000%
4/17/2024	Investment Research & Advisory Group Inc.	62,250	$4.50M	2.1%	+5.5%	0.004%
4/17/2024	Grimes & Company Inc.	354,819	$25.67M	0.8%	+2.1%	0.020%
4/17/2024	WoodTrust Financial Corp	31,817	$2.30M	0.2%	+3.3%	0.002%
4/17/2024	Hennion & Walsh Asset Management Inc.	30,315	$2.19M	0.1%	+56.7%	0.002%
4/16/2024	MCF Advisors LLC	7,188	$0.52M	0.0%	-10.0%	0.000%
4/16/2024	Opinicus Capital Inc.	12,204	$0.88M	0.8%	+5.9%	0.001%
4/16/2024	First Dallas Securities Inc.	23,215	$1.68M	0.8%	-13.1%	0.001%
4/16/2024	Hodges Capital Management Inc.	43,042	$3.11M	0.2%	-32.6%	0.002%
4/16/2024	WD Rutherford LLC	925	$67K	0.0%	N/A	0.000%
4/16/2024	Independence Bank of Kentucky	11,565	$0.84M	0.3%	-1.5%	0.001%
4/16/2024	Webster Bank N. A.	42,099	$3.05M	0.3%	-1.3%	0.002%
4/16/2024	KRS Capital Management LLC	5,082	$0.37M	0.3%	-3.6%	0.000%
4/16/2024	New England Research & Management Inc.	33,130	$2.40M	1.2%	-4.0%	0.002%
4/16/2024	Financial Management Professionals Inc.	3,446	$0.25M	0.0%	+20.4%	0.000%
4/16/2024	AMF Tjanstepension AB	260,563	$18.86M	0.1%	-53.9%	0.015%
4/16/2024	Calton & Associates Inc.	4,289	$0.31M	0.2%	N/A	0.000%
4/16/2024	Addenda Capital Inc.	133,377	$9.65M	0.5%	-6.0%	0.008%
4/16/2024	Sendero Wealth Management LLC	145,879	$10.55M	1.8%	+17.1%	0.008%
4/16/2024	Capital Asset Advisory Services LLC	3,270	$0.24M	0.0%	-11.9%	0.000%
4/16/2024	Indiana Trust & Investment Management CO	1,067	$77K	0.0%	+166.8%	0.000%
4/16/2024	Powell Investment Advisors LLC	11,149	$0.81M	0.4%	-5.0%	0.001%
4/16/2024	Hennessy Advisors Inc.	11,000	$0.80M	0.0%	-21.4%	0.001%
4/16/2024	Cypress Wealth Services LLC	7,817	$0.57M	0.1%	+9.4%	0.000%
4/16/2024	180 Wealth Advisors LLC	35,693	$2.58M	0.5%	+10.7%	0.002%
4/16/2024	Lincoln Capital Corp	64,414	$4.66M	2.0%	+27.0%	0.004%
4/16/2024	Lincoln Capital LLC	65,887	$4.77M	1.1%	-1.2%	0.004%
4/16/2024	Vanguard Capital Wealth Advisors	8,800	$0.64M	0.4%	-19.3%	0.000%
4/16/2024	Thrive Wealth Management LLC	3,621	$0.26M	0.1%	+9.6%	0.000%
4/16/2024	Tlwm	16,351	$1.18M	0.3%	-1.7%	0.001%
4/16/2024	Chesley Taft & Associates LLC	23,273	$1.68M	0.1%	-8.1%	0.001%
4/16/2024	Wealth Enhancement Advisory Services LLC	976,477	$70.64M	0.2%	+3.7%	0.055%
4/16/2024	Franklin Street Advisors Inc. NC	188,330	$13.62M	1.0%	+34.1%	0.011%
4/15/2024	Aspiriant LLC	26,386	$1.91M	0.1%	-0.6%	0.001%
4/15/2024	Future Financial Wealth Managment LLC	1,000	$72K	0.1%	N/A	0.000%
4/15/2024	Brookstone Capital Management	10,928	$0.79M	0.0%	+27.7%	0.001%
4/15/2024	RMR Wealth Builders	7,348	$0.53M	0.1%	-62.0%	0.000%
4/15/2024	Chemistry Wealth Management LLC	32,315	$2.34M	0.6%	+16.7%	0.002%
4/15/2024	Kingswood Wealth Advisors LLC	10,216	$0.74M	0.1%	-7.3%	0.001%
4/15/2024	Diversified Investment Strategies LLC	23,962	$1.73M	1.2%	-3.2%	0.001%
4/15/2024	Thompson Investment Management Inc.	129,082	$9.34M	1.4%	+1.4%	0.007%
4/13/2024	First Financial Corp IN	13,579	$0.98M	0.5%	-3.4%	0.001%
4/13/2024	Parkside Investments LLC	12,000	$0.87M	0.1%	-20.0%	0.001%
4/13/2024	DLK Investment Management LLC	58,378	$4.22M	1.8%	+1.3%	0.003%
4/13/2024	Affinity Capital Advisors LLC	4,496	$0.33M	0.1%	-34.0%	0.000%
4/12/2024	Dynamic Advisor Solutions LLC	17,826	$1.29M	0.0%	+5.2%	0.001%
4/12/2024	Fermata Advisors LLC	2,941	$0.21M	0.0%	-29.1%	0.000%
4/12/2024	Gilman Hill Asset Management LLC	64,723	$4.68M	0.8%	+0.3%	0.004%
4/12/2024	Riverview Trust Co	2,555	$0.19M	0.1%	N/A	0.000%
4/12/2024	Annex Advisory Services LLC	5,943	$0.43M	0.0%	+20.5%	0.000%
4/12/2024	Gateway Investment Advisers LLC	404,978	$29.30M	0.3%	-0.2%	0.023%
4/12/2024	Jacobs & Co. CA	162,685	$11.77M	1.2%	+1.7%	0.009%
4/12/2024	Salvus Wealth Management LLC	75,434	$5.46M	3.7%	-0.6%	0.004%
4/12/2024	Allen Mooney & Barnes Investment Advisors LLC	179,008	$12.64M	2.4%	+0.1%	0.010%
4/12/2024	Nova R Wealth Inc.	4,794	$0.35M	0.2%	N/A	0.000%
4/12/2024	Perkins Coie Trust Co	73,825	$5.34M	1.3%	+1.1%	0.004%
4/12/2024	Navalign LLC	11,140	$0.81M	0.3%	+4.5%	0.001%
4/12/2024	Harbor Investment Advisory LLC	8,684	$0.63M	0.1%	+18.1%	0.000%
4/12/2024	Global Assets Advisory LLC	14,657	$1.06M	0.0%	N/A	0.001%
4/12/2024	Traynor Capital Management Inc.	8,502	$0.62M	0.1%	-7.0%	0.000%
4/12/2024	First PREMIER Bank	450	$33K	0.0%	-37.1%	0.000%
4/12/2024	Northwest Investment Counselors LLC	61,404	$4.44M	1.1%	+5.0%	0.003%
4/12/2024	Lbmc Investment Advisors LLC	4,388	$0.32M	0.0%	N/A	0.000%
4/11/2024	City Holding Co.	28,425	$2.06M	0.3%	-2.4%	0.002%
4/11/2024	Fort Pitt Capital Group LLC	864,689	$62.55M	1.9%	+0.3%	0.049%

Data available starting January 2016

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It also provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Today's Range

Now: $72.92

$71.96

$73.84

50 Day Range

MA: $68.38

$62.71

$73.05

52 Week Range

Now: $72.92

$45.65

$73.88

Volume

8,207,565 shs

Average Volume

7,021,487 shs

Market Capitalization

$129.51 billion

P/E Ratio

30.51

Dividend Yield

1.38%

Beta

1.01

Who are the company insiders with the largest holdings of Charles Schwab?: Charles Schwab's top insider shareholders include:
Charles R Schwab (Chairman)
Carolyn Schwab-Pomerantz (Director)
Walter W Bettinger (CEO)
Todd M Ricketts (Director)
Frank C Herringer (Director)
Bernard J Clark (Insider)
Paula A Sneed (Director)
Richard A Wurster (President)
Jonathan M Craig (Insider)
Nigel J Murtagh (Insider)
Peter B Crawford (CFO)
Nigel J Murtagh (EVP)
Joseph R Martinetto (COO)
Mark A Goldfarb (Director)
Charles A Ruffel (Director)
Jonathan M Craig (Insider)
Marianne Catherine Brown (Director)
Peter J Morgan III (General Counsel)
Peter J Morgan III (EVP)
Peter J Morgan III (General Counsel)
Learn More about top insider investors at Charles Schwab.
Who are the major institutional investors of Charles Schwab?: Charles Schwab's top institutional investors include:
Los Angeles Capital Management LLC — 0.06%
Wealth Enhancement Advisory Services LLC — 0.05%
Fort Pitt Capital Group LLC — 0.05%
Allspring Global Investments Holdings LLC — 0.04%
State of Michigan Retirement System — 0.02%
Gateway Investment Advisers LLC — 0.02%
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:
Wilsey Asset Management Inc.
AMF Tjanstepension AB
Los Angeles Capital Management LLC
Allspring Global Investments Holdings LLC
Little House Capital LLC
Hodges Capital Management Inc.
RMR Wealth Builders
Diversified Trust Co
In the last year, company insiders that have sold Charles Schwab company stock include:
Charles R Schwab (Chairman)
Carolyn Schwab-Pomerantz (Director)
Walter W Bettinger (CEO)
Todd M Ricketts (Director)
Frank C Herringer (Director)
Bernard J Clark (Insider)
Paula A Sneed (Director)
Richard A Wurster (President)
Jonathan M Craig (Insider)
Nigel J Murtagh (Insider)
Learn More investors selling Charles Schwab stock.
Which major investors are buying Charles Schwab stock?: In the previous quarter, SCHW stock was purchased by institutional investors including:
Portman Square Capital LLP
Franklin Street Advisors Inc. NC
Wealth Enhancement Advisory Services LLC
Park National Corp OH
Sendero Wealth Management LLC
Global Assets Advisory LLC
Lincoln Capital Corp
Guidance Capital Inc.
During the previous year, these company insiders have bought Charles Schwab stock:
Charles R Schwab (Chairman)
Carolyn Schwab-Pomerantz (Director)
Walter W Bettinger (CEO)
Todd M Ricketts (Director)
Frank C Herringer (Director)
Bernard J Clark (Insider)
Paula A Sneed (Director)
Richard A Wurster (President)
Learn More investors buying Charles Schwab stock.