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SCHW Insider Trading (The Charles Schwab)

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 10.80%

Insider Buying (Last 12 Months): $296,268.02

Insider Selling (Last 12 Months): $238,672,532.19

The Charles Schwab Insider Trading History Chart

The Charles Schwab Share Price & Price History

^$73.25

▲ +2.82 (4.00%)

As of 05/14/2021 01:00 AM ET

Days: 30 | 90 | 365

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The Charles Schwab Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
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
4/6/2021	Jonathan M Craig	EVP	Sell	2,241	$67.94	$152,253.54
3/12/2021	Jonathan M Craig	EVP	Sell	8,423	$67.01	$564,425.23
3/12/2021	Peter B Crawford	CFO	Sell	3,500	$68.00	$238,000.00	798
3/4/2021	Bernard J Clark	EVP	Sell	9,883	$64.81	$640,517.23
2/24/2021	Peter J Morgan III	EVP	Sell	14,612	$64.11	$936,775.32	15,186
2/22/2021	Charles R Schwab	Chairman	Sell	266,000	$62.61	$16,654,260.00
2/19/2021	Jonathan M Craig	EVP	Sell	8,903	$63.01	$560,978.03
2/18/2021	Charles R Schwab	Chairman	Sell	70,000	$60.91	$4,263,700.00
2/16/2021	Charles R Schwab	Chairman	Sell	300,000	$60.93	$18,279,000.00
2/16/2021	William S Haraf	Director	Sell	7,866	$61.25	$481,792.50	38,838
2/12/2021	Charles R Schwab	Chairman	Sell	325,000	$57.82	$18,791,500.00
2/10/2021	Mark A Goldfarb	Director	Sell	26,925	$55.76	$1,501,338.00	5,453
2/4/2021	Charles A Ruffel	Director	Buy	3,636	$54.08	$196,634.88
2/4/2021	Charles R Schwab	Chairman	Sell	298,784	$54.46	$16,271,776.64
1/11/2021	Bernard J Clark	EVP	Sell	29,976	$60.01	$1,798,859.76
1/6/2021	Jonathan M Craig	EVP	Sell	7,316	$55.94	$409,257.04
12/29/2020	Jonathan M Craig	EVP	Sell	3,813	$52.99	$202,050.87
12/24/2020	Charles R Schwab	Chairman	Sell	98,870	$52.05	$5,146,183.50
12/17/2020	Charles R Schwab	Chairman	Sell	98,870	$51.48	$5,089,827.60
12/10/2020	Charles R Schwab	Chairman	Sell	98,870	$49.86	$4,929,658.20
12/3/2020	Charles R Schwab	Chairman	Sell	98,870	$50.49	$4,991,946.30
12/1/2020	Jonathan M Craig	EVP	Sell	13,272	$50.35	$668,245.20
11/27/2020	Charles R Schwab	Chairman	Sell	98,870	$49.81	$4,924,714.70
11/19/2020	Charles R Schwab	Chairman	Sell	98,870	$46.87	$4,634,036.90
11/18/2020	Roger O Walther	Director	Sell	28,100	$49.23	$1,383,363.00	15,453
11/17/2020	Bernard J Clark	EVP	Sell	101,188	$48.83	$4,941,010.04
11/16/2020	Charles R Schwab	Chairman	Sell	60,921	$47.10	$2,869,379.10
11/16/2020	Roger O Walther	Director	Sell	20,000	$46.11	$922,200.00	15,453
11/13/2020	Charles R Schwab	Chairman	Sell	22,120	$45.17	$999,160.40
11/11/2020	Charles R Schwab	Chairman	Sell	180,879	$47.10	$8,519,400.90
11/11/2020	Christopher V Dodds	Director	Sell	9,307	$46.54	$433,147.78	7,381
11/9/2020	Charles R Schwab	Chairman	Sell	202,040	$45.34	$9,160,493.60
11/6/2020	Peter J Morgan III	EVP	Sell	3,521	$41.38	$145,698.98	8,358
10/29/2020	Charles R Schwab	Chairman	Sell	66,288	$37.74	$2,501,709.12
10/20/2020	Jonathan M Craig	EVP	Sell	6,326	$40.00	$253,040.00
8/5/2020	Charles R Schwab	Chairman	Sell	200,000	$34.11	$6,822,000.00
7/30/2020	Charles R Schwab	Chairman	Sell	65,056	$33.19	$2,159,208.64
7/22/2020	Charles A Ruffel	Director	Buy	2,854	$34.91	$99,633.14	7,751
6/4/2020	Jonathan M Craig	EVP	Sell	10,935	$40.02	$437,618.70
4/27/2020	Charles A Ruffel	Director	Buy	2,460	$37.08	$91,216.80	4,355
4/21/2020	Stephen T Mclin	Director	Sell	11,082	$35.61	$394,630.02	7,297
4/17/2020	Mark A Goldfarb	Director	Buy	5,530	$36.18	$200,075.40	3,771
3/6/2020	Bernard J Clark	EVP	Sell	12,629	$32.94	$415,999.26
2/13/2020	Stephen T Mclin	Director	Sell	5,364	$47.29	$253,663.56	7,297
2/11/2020	Charles R Schwab	Chairman	Sell	8,500	$47.76	$405,960.00
2/3/2020	Charles R Schwab	Chairman	Sell	220,000	$45.73	$10,060,600.00
1/31/2020	Peter J Morgan III	EVP	Sell	16,738	$46.11	$771,789.18	20,313
1/30/2020	Charles R Schwab	Chairman	Sell	327,360	$47.19	$15,448,118.40
1/15/2020	Jonathan M Craig	EVP	Sell	3,162	$47.33	$149,657.46
12/12/2019	Bernard J Clark	EVP	Sell	28,078	$51.00	$1,431,978.00
11/29/2019	Peter J Morgan III	EVP	Sell	624	$49.70	$31,012.80	13,556
11/26/2019	Arun Sarin	Director	Sell	15,000	$49.11	$736,650.00	3,771
11/26/2019	Charles R Schwab	Chairman	Sell	300,000	$49.01	$14,703,000.00
11/26/2019	Peter J Morgan III	EVP	Sell	2,500	$49.02	$122,550.00	14,180
10/15/2019	Jonathan M Craig	EVP	Sell	3,740	$38.97	$145,747.80
9/11/2019	Charles R Schwab	Chairman	Sell	105,422	$42.03	$4,430,886.66
9/5/2019	Charles R Schwab	Chairman	Sell	105,422	$40.08	$4,225,313.76
8/21/2019	Stephen T Mclin	Director	Sell	5,093	$37.56	$191,293.08	7,297
8/5/2019	Mark A Goldfarb	Director	Buy	2,595	$38.68	$100,374.60	3,771
7/15/2019	Jonathan M Craig	EVP	Sell	3,740	$40.20	$150,348.00
5/16/2019	Stephen T Mclin	Director	Sell	4,356	$43.85	$191,010.60	7,592
5/3/2019	Charles A Ruffel	Director	Buy	2,500	$46.10	$115,250.00	788
5/3/2019	Charles R Schwab	Chairman	Sell	56,280	$46.27	$2,604,075.60
4/29/2019	Charles R Schwab	Chairman	Sell	250,000	$45.97	$11,492,500.00
4/25/2019	Charles R Schwab	Chairman	Sell	250,000	$45.56	$11,390,000.00
4/22/2019	Charles R Schwab	Chairman	Sell	250,000	$45.29	$11,322,500.00
4/17/2019	Nigel J Murtagh	EVP	Sell	23,200	$45.70	$1,060,240.00	39,875
4/16/2019	Stephen T Mclin	Director	Sell	4,000	$45.59	$182,360.00	7,592
4/15/2019	Jonathan M Craig	EVP	Sell	3,740	$46.52	$173,984.80	66,190
3/6/2019	Terri R Kallsen	EVP	Sell	16,346	$45.93	$750,771.78
3/5/2019	Marie A Chandoha	CEO	Sell	45,046	$45.48	$2,048,692.08
3/4/2019	Terri R Kallsen	EVP	Sell	41,285	$46.75	$1,930,073.75
2/1/2019	Charles R Schwab	Chairman	Sell	250,000	$47.04	$11,760,000.00
1/15/2019	Jonathan M Craig	EVP	Sell	3,739	$43.58	$162,945.62
12/26/2018	Walter W Bettinger	Insider	Buy	124,669	$38.81	$4,838,403.89	335,093
12/24/2018	Walter W Bettinger	CEO	Buy	93,090	$39.09	$3,638,888.10	335,093
12/3/2018	Terri R Kallsen	EVP	Sell	4,913	$46.09	$226,440.17
11/15/2018	Charles R Schwab	Chairman	Sell	383,000	$46.97	$17,989,510.00
11/5/2018	Marie A Chandoha	Insider	Sell	12,400	$47.18	$585,032.00
10/16/2018	Marie A Chandoha	Insider	Sell	8,424	$48.01	$404,436.24
10/15/2018	Jonathan M Craig	EVP	Sell	2,629	$48.84	$128,400.36
8/16/2018	Christopher V Dodds	Director	Sell	15,718	$51.14	$803,818.52	7,592
7/24/2018	Charles R Schwab	Chairman	Sell	190,500	$52.75	$10,048,875.00
6/15/2018	Jonathan M Craig	EVP	Sell	2,629	$56.03	$147,302.87
6/1/2018	Mark A Goldfarb	Director	Sell	2,174	$56.67	$123,200.58	5,045
5/30/2018	Marie A Chandoha	Insider	Sell	10,000	$56.00	$560,000.00
5/21/2018	Charles R Schwab	Chairman	Sell	210,750	$59.45	$12,529,087.50
5/21/2018	Jonathan M Craig	EVP	Sell	10,000	$60.00	$600,000.00
5/21/2018	Walter W Bettinger	Insider	Sell	113,832	$59.72	$6,798,047.04	355,835
5/16/2018	Charles R Schwab	Chairman	Sell	101,970	$59.13	$6,029,486.10

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

77.47% of The 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

The Charles Schwab Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/14/2021	Brown Advisory Securities LLC	140,764	$9.18M	1.6%	+3.6%	0.008%
5/14/2021	Brown Advisory Inc.	2,237,184	$145.82M	0.2%	+10.8%	0.124%
5/14/2021	Profund Advisors LLC	22,841	$1.49M	0.1%	+23.9%	0.001%
5/14/2021	Citizens Financial Group Inc RI	170,370	$11.11M	0.6%	-1.3%	0.009%
5/14/2021	MML Investors Services LLC	70,310	$4.58M	0.0%	+7.0%	0.004%
5/14/2021	Westwood Holdings Group Inc.	2,120,009	$138.18M	1.4%	+29.7%	0.117%
5/14/2021	GHP Investment Advisors Inc.	30,019	$1.96M	0.2%	+1.9%	0.002%
5/14/2021	Stephens Inc. AR	64,723	$4.22M	0.1%	-27.0%	0.004%
5/14/2021	Mission Creek Capital Partners Inc.	16,699	$1.09M	0.2%	+13.2%	0.001%
5/14/2021	Castleark Management LLC	508,560	$33.15M	1.2%	+5,333.3%	0.028%
5/14/2021	Founders Financial Alliance LLC	1,001	$65K	0.0%	N/A	0.000%
5/14/2021	Aureus Asset Management LLC	420,314	$27.40M	2.1%	+2.8%	0.023%
5/14/2021	Gamco Investors INC. ET AL	122,455	$7.98M	0.1%	-0.5%	0.007%
5/14/2021	Gabelli Funds LLC	67,000	$4.37M	0.0%	-15.2%	0.004%
5/14/2021	Caisse DE Depot ET Placement DU Quebec	2,524,658	$164.56M	0.4%	-37.9%	0.140%
5/14/2021	Heron Bay Capital Management	50,506	$3.29M	2.0%	+3.2%	0.003%
5/14/2021	Pinebridge Investments L.P.	50,763	$3.31M	0.0%	N/A	0.003%
5/14/2021	Eqis Capital Management Inc.	32,675	$2.13M	0.2%	-17.8%	0.002%
5/14/2021	Mizuho Markets Americas LLC	9,314	$0.61M	0.1%	N/A	0.001%
5/14/2021	Nomura Asset Management Co. Ltd.	371,613	$24.22M	0.2%	+26.6%	0.021%
5/14/2021	Cambiar Investors LLC	524,779	$34.21M	1.2%	-14.3%	0.029%
5/14/2021	Johnson Investment Counsel Inc.	29,030	$1.89M	0.0%	-7.2%	0.002%
5/14/2021	AGF Investments LLC	9,945	$0.65M	0.1%	-34.8%	0.001%
5/14/2021	Public Employees Retirement System of Ohio	886,934	$57.81M	0.2%	+9.0%	0.049%
5/14/2021	AGF Investments Inc.	10,764	$0.70M	0.0%	-10.2%	0.001%
5/14/2021	Curated Wealth Partners LLC	4,819	$0.31M	0.2%	-25.1%	0.000%
5/14/2021	Lazard Asset Management LLC	1,179,808	$76.90M	0.1%	-81.8%	0.065%
5/14/2021	Horizon Investments LLC	62,270	$4.06M	0.1%	+316.7%	0.003%
5/14/2021	FIL Ltd	1,914,862	$124.81M	0.1%	+82.4%	0.106%
5/14/2021	Laurel Wealth Advisors Inc.	8,461	$0.55M	0.1%	+11.1%	0.000%
5/14/2021	Dimensional Fund Advisors LP	5,725,005	$373.14M	0.1%	-0.5%	0.317%
5/14/2021	Barr E S & Co.	617,217	$40.23M	3.2%	-1.7%	0.034%
5/14/2021	Stonebridge Capital Advisors LLC	50,305	$3.28M	0.4%	-3.9%	0.003%
5/14/2021	Family Management Corp	3,072	$0.20M	0.1%	N/A	0.000%
5/14/2021	First Manhattan Co.	343,714	$22.40M	0.1%	+0.2%	0.019%
5/14/2021	APG Asset Management N.V.	5,249,145	$291.11M	0.5%	-15.2%	0.290%
5/14/2021	Flputnam Investment Management Co.	333,910	$21.76M	1.0%	-6.9%	0.018%
5/14/2021	Montag A & Associates Inc.	833	$54K	0.0%	-78.3%	0.000%
5/14/2021	Lee Capital Holdings LLC	16,740	$1.09M	0.5%	+1.8%	0.001%
5/14/2021	Vident Investment Advisory LLC	54,223	$3.53M	0.1%	+199.6%	0.003%
5/14/2021	CIBC Asset Management Inc	225,832	$14.72M	0.1%	-9.1%	0.012%
5/14/2021	Clearstead Advisors LLC	7,104	$0.46M	0.0%	+10.5%	0.000%
5/14/2021	Wealthfront Advisers LLC	35,307	$2.30M	0.0%	+7.7%	0.002%
5/14/2021	Moneta Group Investment Advisors LLC	3,621	$0.24M	0.0%	N/A	0.000%
5/14/2021	Financial Avengers Inc.	163,305	$10.64M	8.0%	+1.8%	0.009%
5/14/2021	TD Asset Management Inc.	700,807	$45.68M	0.1%	-0.3%	0.039%
5/14/2021	Covington Capital Management	278,025	$18.12M	0.8%	-1.8%	0.015%
5/14/2021	Nicholas Company Inc.	909,350	$59.27M	1.1%	-23.9%	0.050%
5/14/2021	Hoylecohen LLC	47,754	$3.11M	0.3%	+2.7%	0.003%
5/14/2021	UBS Asset Management Americas Inc.	7,168,205	$467.22M	0.2%	+30.2%	0.397%
5/14/2021	Elgethun Capital Management	144,482	$9.42M	3.7%	-3.1%	0.008%
5/14/2021	Concentric Wealth Management LLC	6,453	$0.42M	0.1%	-2.6%	0.000%
5/14/2021	K.J. Harrison & Partners Inc	40,583	$2.65M	0.4%	-33.7%	0.002%
5/14/2021	Westshore Wealth LLC	4,239	$0.28M	0.2%	N/A	0.000%
5/14/2021	National Pension Service	2,039,597	$132.94M	0.3%	+5.6%	0.113%
5/14/2021	Sequoia Financial Advisors LLC	5,512	$0.36M	0.0%	-7.1%	0.000%
5/14/2021	Nuance Investments LLC	13,004	$0.85M	0.0%	-99.3%	0.001%
5/14/2021	Mizuho Securities Co. Ltd.	4,870	$0.32M	0.1%	N/A	0.000%
5/14/2021	Stifel Financial Corp	1,114,503	$72.64M	0.1%	+1.1%	0.062%
5/14/2021	Dynamic Technology Lab Private Ltd	23,663	$1.54M	0.2%	N/A	0.001%
5/14/2021	Rothschild & Co. Asset Management US Inc.	1,728,566	$112.67M	1.4%	-9.7%	0.096%
5/14/2021	O Shaughnessy Asset Management LLC	11,571	$0.75M	0.0%	+30.8%	0.001%
5/14/2021	London Co. of Virginia	1,376,754	$89.74M	0.5%	+0.2%	0.076%
5/14/2021	Meiji Yasuda Asset Management Co Ltd.	98,384	$6.41M	0.5%	+20.1%	0.005%
5/14/2021	Meiji Yasuda Life Insurance Co	38,280	$2.50M	0.0%	+15.7%	0.002%
5/14/2021	Crawford Investment Counsel Inc.	3,742	$0.24M	0.0%	-7.5%	0.000%
5/14/2021	Quantbot Technologies LP	31,013	$2.02M	0.2%	N/A	0.002%
5/14/2021	Brown Capital Management LLC	17,483	$1.14M	0.0%	-16.3%	0.001%
5/14/2021	Smith Moore & CO.	10,413	$0.68M	0.1%	-3.2%	0.001%
5/14/2021	Primecap Management Co. CA	29,412,279	$1.92B	1.3%	+3.3%	1.628%
5/13/2021	GoalVest Advisory LLC	3,568	$0.23M	0.2%	N/A	0.000%
5/13/2021	Clearbridge Investments LLC	3,124,123	$203.63M	0.2%	+17.8%	0.173%
5/13/2021	Bessemer Group Inc.	4,922,806	$320.87M	0.8%	+63.0%	0.272%
5/13/2021	Davis Selected Advisers	912,314	$59.47M	0.3%	+0.3%	0.050%
5/13/2021	Guggenheim Capital LLC	92,893	$6.06M	0.0%	+0.7%	0.005%
5/13/2021	Capitolis Advisors LLC	168,464	$10.98M	0.2%	-77.3%	0.009%
5/13/2021	Franklin Resources Inc.	5,271,402	$343.59M	0.1%	+0.1%	0.292%
5/13/2021	QS Investors LLC	22,406	$1.46M	0.0%	+6.7%	0.001%
5/13/2021	Wolverine Asset Management LLC	757	$49K	0.0%	N/A	0.000%
5/13/2021	Trexquant Investment LP	85,060	$5.54M	0.5%	+79.7%	0.005%
5/13/2021	Edge Capital Group LLC	3,853	$0.25M	0.0%	-15.5%	0.000%
5/13/2021	Axiom Investment Management LLC	11,882	$0.77M	0.2%	+1,079.9%	0.001%
5/13/2021	Ambassador Advisors LLC	15,295	$1M	0.2%	N/A	0.001%
5/13/2021	ARK Investment Management LLC	714,287	$46.56M	0.1%	+46.9%	0.040%
5/13/2021	AlphaCrest Capital Management LLC	59,388	$3.87M	0.2%	+359.9%	0.003%
5/13/2021	Souders Financial Advisors	3,540	$0.23M	0.1%	N/A	0.000%
5/13/2021	Elmwood Wealth Management Inc.	11,171	$0.73M	0.4%	N/A	0.001%
5/13/2021	Sawtooth Solutions LLC	4,674	$0.31M	0.1%	-90.5%	0.000%
5/13/2021	Neumann Capital Management LLC	17,343	$1.13M	0.5%	-1.1%	0.001%
5/13/2021	Weitz Investment Management Inc.	1,410,000	$91.90M	4.1%	-15.2%	0.078%
5/13/2021	Mutual of America Capital Management LLC	193,825	$12.63M	0.1%	+3.3%	0.011%
5/13/2021	Avalon Investment & Advisory	14,374	$0.94M	0.0%	-2.3%	0.001%
5/13/2021	CSat Investment Advisory L.P.	47,839	$3.12M	2.6%	-39.3%	0.003%
5/13/2021	Amalgamated Bank	76,690	$5M	0.2%	-3.5%	0.004%
5/13/2021	Cornerstone Advisors LLC	92,000	$6M	0.5%	N/A	0.005%
5/13/2021	Neuberger Berman Group LLC	1,535,716	$99.79M	0.1%	+32.3%	0.085%
5/13/2021	Becker Capital Management Inc.	772,703	$50.37M	2.3%	-5.7%	0.043%
5/13/2021	LS Investment Advisors LLC	26,572	$1.73M	0.1%	-4.2%	0.001%
5/13/2021	KCM Investment Advisors LLC	42,424	$2.77M	0.1%	+4.1%	0.002%
5/13/2021	Public Employees Retirement Association of Colorado	273,917	$17.85M	0.1%	-0.6%	0.015%

Data available starting January 2016

The Charles Schwab Corporation, through its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services, retirement plan services, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor, retirement plan, and mutual fund clearing services. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with cash management capabilities; third-party mutual funds, as well as proprietary mutual funds, plus mutual fund trading, and clearing services to broker-dealers; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. The company serves individuals and institutional clients in the United States, the Commonwealth of Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Today's Range

Now: $73.25

$70.62

$73.37

50 Day Range

MA: $67.74

$63.69

$71.75

52 Week Range

Now: $73.25

$31.63

$73.37

Volume

8,843,475 shs

Average Volume

8,187,352 shs

Market Capitalization

$132.37 billion

P/E Ratio

33.91

Dividend Yield

1.02%

Beta

1.17

Who are the company insiders with the largest holdings of The Charles Schwab?

The Charles Schwab's top insider shareholders include:

Walter W Bettinger (CEO)
Walter W Bettinger (CEO)
William S Haraf (Director)
Peter J Morgan III (EVP)
Roger O Walther (Director)
Charles A Ruffel (Director)
Stephen T Mclin (Director)
Christopher V Dodds (Director)
Mark A Goldfarb (Director)
Arun Sarin (Director)
Peter B Crawford (CFO)
Bernard J Clark (EVP)
Charles R Schwab (Chairman)
Jonathan M Craig (EVP)
Joseph R Martinetto (COO)

Who are the major institutional investors of The Charles Schwab?

The Charles Schwab's top institutional investors include:

BlackRock Inc. — 5.97%
Massachusetts Financial Services Co. MA — 1.93%
Primecap Management Co. CA — 1.63%
Geode Capital Management LLC — 1.23%
Alliancebernstein L.P. — 1.15%
Northern Trust Corp — 1.01%

Which major investors are selling The Charles Schwab stock?

In the previous quarter, SCHW stock was sold by these institutional investors:

Lazard Asset Management LLC
Diamond Hill Capital Management Inc.
Nuance Investments LLC
Caisse DE Depot ET Placement DU Quebec
Principal Financial Group Inc.
Alliancebernstein L.P.
Van ECK Associates Corp
New York State Common Retirement Fund

In the last year, company insiders that have sold The Charles Schwab company stock include:

Walter W Bettinger (CEO)
Walter W Bettinger (CEO)
William S Haraf (Director)
Peter J Morgan III (EVP)
Roger O Walther (Director)
Charles A Ruffel (Director)
Stephen T Mclin (Director)
Christopher V Dodds (Director)
Mark A Goldfarb (Director)
Arun Sarin (Director)
Peter B Crawford (CFO)
Bernard J Clark (EVP)

Which major investors are buying The Charles Schwab stock?

In the previous quarter, SCHW stock was purchased by institutional investors including:

Artisan Partners Limited Partnership
BlackRock Inc.
Massachusetts Financial Services Co. MA
Bessemer Group Inc.
Tesco Pension Investment Ltd
UBS Asset Management Americas Inc.
Sei Investments Co.
Primecap Management Co. CA

During the previous year, these company insiders have bought The Charles Schwab stock:

Walter W Bettinger (CEO)
Walter W Bettinger (CEO)

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