SCHW Insider Trading

Insider Ownership Percentage: 6.30%
Insider Buying (Last 12 Months): $2,277,000.00
Insider Selling (Last 12 Months): $65,296,608.60

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: $89.90
Price Change: Price Increase of +0.941 (1.06%)
As of 06/18/2025 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
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  
11/18/2022Charles R SchwabChairmanSell132,050$79.66$10,519,103.0031,111,456View SEC Filing Icon  
11/11/2022Charles R SchwabChairmanSell132,050$78.29$10,338,194.5031,159,531View SEC Filing Icon  
11/8/2022Peter J. Morgan, IIIEVPSell1,463$80.04$117,098.521,803View SEC Filing Icon  
11/4/2022Charles R SchwabChairmanSell135,000$79.26$10,700,100.0069,022,467View SEC Filing Icon  
11/1/2022Carolyn Schwab-PomerantzDirectorSell6,270$79.82$500,471.401,739,557View SEC Filing Icon  
10/31/2022Charles R SchwabChairmanSell135,000$79.49$10,731,150.0069,184,882View SEC Filing Icon  
10/31/2022Peter J. Morgan, IIIEVPSell7,322$80.03$585,979.664,578View SEC Filing Icon  
10/28/2022Carolyn Schwab-PomerantzDirectorSell31,950$80.01$2,556,319.50596,456View SEC Filing Icon  
10/28/2022Jonathan M CraigInsiderSell4,019$79.08$317,822.52View SEC Filing Icon  
10/28/2022Nigel J. MurtaghEVPSell16,169$80.00$1,293,520.0051,798View SEC Filing Icon  
8/12/2022Jonathan M CraigInsiderSell8,032$75.00$602,400.004,019View SEC Filing Icon  
7/28/2022Charles R SchwabChairmanSell149,600$65.36$9,777,856.0069,749,230View SEC Filing Icon  
7/20/2022Charles R SchwabChairmanSell120,000$62.70$7,524,000.0071,083,305View 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
6/18/2025Voya Investment Management LLC485,838$38.03M0.0%+7.3%0.027%Search for SEC Filing on Google Icon
6/10/2025Birchbrook Inc.2,266$0.18M0.1%-6.8%0.000%Search for SEC Filing on Google Icon
6/6/2025eCIO Inc.1,399$0.11M0.0%N/A0.000%Search for SEC Filing on Google Icon
6/5/2025Fruth Investment Management14,456$1.13M0.3%-2.0%0.001%Search for SEC Filing on Google Icon
6/4/2025First Hawaiian Bank104,185$8.16M0.4%+5.2%0.006%Search for SEC Filing on Google Icon
6/3/2025CBIZ Investment Advisory Services LLC386$30K0.0%+97.9%0.000%Search for SEC Filing on Google Icon
6/2/2025Hodges Capital Management Inc.16,181$1.27M0.1%-36.0%0.001%Search for SEC Filing on Google Icon
6/2/2025Modern Wealth Management LLC7,258$0.57M0.0%-33.5%0.000%Search for SEC Filing on Google Icon
5/28/2025Anson Funds Management LP10,000$0.78M0.1%N/A0.001%Search for SEC Filing on Google Icon
5/28/2025Strs Ohio967,300$75.72M0.3%N/A0.053%Search for SEC Filing on Google Icon
5/27/2025Advisors Capital Management LLC134,787$10.55M0.2%+15.9%0.007%Search for SEC Filing on Google Icon
5/23/2025Twin Lakes Capital Management LLC67,761$5.30M3.0%-3.2%0.004%Search for SEC Filing on Google Icon
5/22/2025WBI Investments LLC5,412$0.42M0.1%+19.1%0.000%Search for SEC Filing on Google Icon
5/21/2025Acadian Asset Management LLC16,200$1.27M0.0%+1,674.4%0.001%Search for SEC Filing on Google Icon
5/21/2025Geneos Wealth Management Inc.94,083$7.37M0.2%-4.9%0.005%Search for SEC Filing on Google Icon
5/21/2025IFM Investors Pty Ltd318,346$24.92M0.3%+7.7%0.018%Search for SEC Filing on Google Icon
5/20/2025Belpointe Asset Management LLC5,721$0.45M0.0%-49.6%0.000%Search for SEC Filing on Google Icon
5/20/2025Intech Investment Management LLC165,408$12.95M0.1%+77.4%0.009%Search for SEC Filing on Google Icon
5/20/2025Focus Partners Wealth201,397$15.77M0.0%+75.8%0.011%Search for SEC Filing on Google Icon
5/20/2025Integrity Alliance LLC.8,212$0.64M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/20/2025Anchor Investment Management LLC29,487$2.31M0.2%+5.4%0.002%Search for SEC Filing on Google Icon
5/20/2025Glenview Trust co107,062$8.38M0.2%+3.9%0.006%Search for SEC Filing on Google Icon
5/20/2025Aspen Investment Management Inc24,165$1.89M0.9%+48.6%0.001%Search for SEC Filing on Google Icon
5/20/2025Ilmarinen Mutual Pension Insurance Co156,971$12.29M0.1%-16.0%0.009%Search for SEC Filing on Google Icon
5/20/2025Plato Investment Management Ltd30,844$2.44M0.2%+42.7%0.002%Search for SEC Filing on Google Icon
5/19/2025SageView Advisory Group LLC22,354$1.75M0.1%-0.7%0.001%Search for SEC Filing on Google Icon
5/19/2025SCS Capital Management LLC11,830$0.93M0.0%N/A0.001%Search for SEC Filing on Google Icon
5/19/2025Alpha DNA Investment Management LLC3,397$0.27M3.5%-91.6%0.000%Search for SEC Filing on Google Icon
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC12,833,440$1B0.3%+10.1%0.706%Search for SEC Filing on Google Icon
5/16/2025Wilson & Boucher Capital Management LLC19,500$1.53M1.1%-6.7%0.001%Search for SEC Filing on Google Icon
5/16/2025Woodline Partners LP143,972$11.27M0.1%+60.4%0.008%Search for SEC Filing on Google Icon
5/16/2025Zimmer Partners LP350,000$27.40M0.5%N/A0.019%Search for SEC Filing on Google Icon
5/16/2025American Trust42,802$3.35M0.8%+2.4%0.002%Search for SEC Filing on Google Icon
5/16/2025Semmax Financial Advisors Inc.61,298$5.18M1.4%-8.6%0.003%Search for SEC Filing on Google Icon
5/16/2025Empowered Funds LLC62,040$4.86M0.1%+26.4%0.003%Search for SEC Filing on Google Icon
5/16/2025MBB Public Markets I LLC4,209$0.33M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/16/2025Ascent Group LLC94,902$7.43M0.3%+2.3%0.005%Search for SEC Filing on Google Icon
5/16/2025RNC Capital Management LLC39,895$3.12M0.2%+68.9%0.002%Search for SEC Filing on Google Icon
5/16/2025Meiji Yasuda Life Insurance Co25,599$2M0.0%+27.5%0.001%Search for SEC Filing on Google Icon
5/16/2025Coppell Advisory Solutions LLC11,388$0.93M0.1%+432.4%0.001%Search for SEC Filing on Google Icon
5/16/2025United Services Automobile Association39,512$3.07M0.1%+14.1%0.002%Search for SEC Filing on Google Icon
5/16/2025Meiji Yasuda Asset Management Co Ltd.114,761$8.98M0.4%+43.9%0.006%Search for SEC Filing on Google Icon
5/16/2025Arete Wealth Advisors LLC6,929$0.54M0.0%+24.0%0.000%Search for SEC Filing on Google Icon
5/16/2025Great Lakes Advisors LLC106,589$8.38M0.1%-1.1%0.006%Search for SEC Filing on Google Icon
5/16/2025Bell Investment Advisors Inc1,881$0.15M0.0%-15.1%0.000%Search for SEC Filing on Google Icon
5/16/2025Signature Estate & Investment Advisors LLC6,835$0.54M0.0%+3.5%0.000%Search for SEC Filing on Google Icon
5/16/2025Voleon Capital Management LP 6,903$0.54M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/16/2025First Dallas Securities Inc.18,417$1.44M0.6%-2.1%0.001%Search for SEC Filing on Google Icon
5/16/2025Ashton Thomas Private Wealth LLC31,005$2.43M0.1%+10.6%0.002%Search for SEC Filing on Google Icon
5/16/2025Cape Investment Advisory Inc.24,878$1.95M0.8%-3.0%0.001%Search for SEC Filing on Google Icon
5/16/2025Jones Financial Companies Lllp29,263$2.29M0.0%+48.0%0.002%Search for SEC Filing on Google Icon
5/16/2025Coordinated Financial Services Inc. CO3,497$0.27M0.2%N/A0.000%Search for SEC Filing on Google Icon
5/16/2025Teewinot Capital Advisers L.L.C.44,934$3.52M0.4%-92.9%0.002%Search for SEC Filing on Google Icon
5/16/2025USS Investment Management Ltd242,843$19.02M0.1%-18.6%0.013%Search for SEC Filing on Google Icon
5/16/2025UniSuper Management Pty Ltd112,318$8.79M0.1%+17.7%0.006%Search for SEC Filing on Google Icon
5/16/2025Sepio Capital LP37,547$2.94M0.2%-16.4%0.002%Search for SEC Filing on Google Icon
5/16/2025Rise Advisors LLC1,021$80K0.0%+25.7%0.000%Search for SEC Filing on Google Icon
5/16/2025Route One Investment Company L.P.3,373,943$264.11M11.0%+3.1%0.186%Search for SEC Filing on Google Icon
5/16/2025Ruane Cunniff & Goldfarb L.P.6,761,375$529.28M9.6%-2.1%0.373%Search for SEC Filing on Google Icon
5/16/2025Parkwood LLC309,857$24.26M2.2%N/A0.017%Search for SEC Filing on Google Icon
5/16/2025Permanens Capital L.P.54,528$4.27M0.8%+16.1%0.003%Search for SEC Filing on Google Icon
5/16/2025Petrus Trust Company LTA2,850$0.22M0.0%-53.3%0.000%Search for SEC Filing on Google Icon
5/16/2025PharVision Advisers LLC4,621$0.36M0.5%-6.6%0.000%Search for SEC Filing on Google Icon
5/16/2025Plancorp LLC3,150$0.25M0.0%+8.9%0.000%Search for SEC Filing on Google Icon
5/16/2025PointState Capital LP3,060,536$239.58M3.5%-4.5%0.169%Search for SEC Filing on Google Icon
5/16/2025NFJ Investment Group LLC270,429$21.17M0.7%N/A0.015%Search for SEC Filing on Google Icon
5/16/2025Nissay Asset Management Corp Japan ADV206,855$16.19M0.1%+8.8%0.011%Search for SEC Filing on Google Icon
5/16/2025NewEdge Advisors LLC100,337$7.85M0.0%+2.6%0.006%Search for SEC Filing on Google Icon
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.245,363$19.21M0.0%+19.0%0.014%Search for SEC Filing on Google Icon
5/16/2025Integrated Wealth Concepts LLC12,398$0.97M0.0%+7.7%0.001%Search for SEC Filing on Google Icon
5/16/2025Interval Partners LP174,875$13.69M0.3%+152.6%0.010%Search for SEC Filing on Google Icon
5/16/2025Eschler Asset Management LLP10,345$0.81M2.0%-3.5%0.001%Search for SEC Filing on Google Icon
5/16/2025Cinctive Capital Management LP75,400$5.90M0.5%N/A0.004%Search for SEC Filing on Google Icon
5/16/2025Concentric Capital Strategies LP84,065$6.58M0.6%N/A0.005%Search for SEC Filing on Google Icon
5/16/2025Copperleaf Capital LLC24,449$1.91M1.1%+6.7%0.001%Search for SEC Filing on Google Icon
5/16/2025Cove Street Capital LLC15,668$1.23M1.9%-47.5%0.001%Search for SEC Filing on Google Icon
5/16/2025Curi RMB Capital LLC177,527$13.90M0.3%-11.8%0.010%Search for SEC Filing on Google Icon
5/16/2025Bain Capital Public Equity Management II LLC1,016,931$79.61M6.3%N/A0.056%Search for SEC Filing on Google Icon
5/16/2025Bain Capital Public Equity LP61,521$4.82M5.3%N/A0.003%Search for SEC Filing on Google Icon
5/16/2025Alliancebernstein L.P.17,115,759$1.34B0.5%+16.0%0.944%Search for SEC Filing on Google Icon
5/16/2025AQR Capital Management LLC2,358,310$182.65M0.2%+694.1%0.130%Search for SEC Filing on Google Icon
5/16/2025Advisors Asset Management Inc.17,109$1.34M0.0%-3.0%0.001%Search for SEC Filing on Google Icon
5/16/2025Ariel Investments LLC558,167$43.69M0.5%-3.9%0.031%Search for SEC Filing on Google Icon
5/16/2025Atalanta Sosnoff Capital LLC806,385$63.12M1.5%+2.3%0.044%Search for SEC Filing on Google Icon
5/16/2025AlTi Global Inc.53,312$4.17M0.1%+1.3%0.003%Search for SEC Filing on Google Icon
5/16/2025Alyeska Investment Group L.P.1,842,082$144.20M0.6%N/A0.102%Search for SEC Filing on Google Icon
5/16/2025American Trust Investment Advisors LLC69,372$5.43M2.3%+3.5%0.004%Search for SEC Filing on Google Icon
5/16/2025Amundi6,030,362$451.50M0.2%+29.6%0.333%Search for SEC Filing on Google Icon
5/16/2025Ancora Advisors LLC27,874$2.18M0.0%-8.1%0.002%Search for SEC Filing on Google Icon
5/16/2025Aprio Wealth Management LLC2,924$0.23M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/16/2025Adage Capital Partners GP L.L.C.2,184,039$170.97M0.3%+56.3%0.120%Search for SEC Filing on Google Icon
5/15/2025Generation Investment Management LLP14,327,559$1.12B6.8%+6.2%0.790%Search for SEC Filing on Google Icon
5/15/2025Paragon Private Wealth Management LLC5,029$0.39M0.2%+48.7%0.000%Search for SEC Filing on Google Icon
5/15/2025Federation des caisses Desjardins du Quebec633,880$49.65M0.2%+83.1%0.035%Search for SEC Filing on Google Icon
5/15/2025EP Wealth Advisors LLC38,324$3M0.0%-0.6%0.002%Search for SEC Filing on Google Icon
5/15/2025First Manhattan CO. LLC.461,397$36.12M0.1%-0.1%0.025%Search for SEC Filing on Google Icon
5/15/2025GW Henssler & Associates Ltd.273,285$21.39M1.2%-3.5%0.015%Search for SEC Filing on Google Icon
5/15/2025Cigna Investments Inc. New16,774$1.31M0.2%+8.4%0.001%Search for SEC Filing on Google Icon
5/15/20251248 Management LLC70,297$5.50M3.0%-25.0%0.004%Search for SEC Filing on Google Icon
5/15/2025Maverick Capital Ltd.1,425,125$111.56M2.0%N/A0.079%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: $89.90
Low: $88.74
High: $90.19

50 Day Range

MA: $83.96
Low: $73.76
High: $89.16

52 Week Range

Now: $89.90
Low: $61.01
High: $90.17

Volume

8,081,589 shs

Average Volume

9,422,954 shs

Market Capitalization

$163.35 billion

P/E Ratio

27.24

Dividend Yield

1.24%

Beta

0.94

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

Charles Schwab's top insider shareholders include:
  1. Charles R Schwab (Chairman)
  2. Carolyn Schwab-Pomerantz (Director)
  3. Walter W Bettinger (CEO)
  4. Walter W Bettinger (Chairman)
  5. Christopher V Dodds (Director)
  6. Frank C Herringer (Director)
  7. Richard A Wurster (President)
  8. Bernard J Clark (Insider)
  9. Paula A Sneed (Director)
  10. Jonathan M Craig (Insider)
  11. Nigel J Murtagh (Insider)
  12. Paul V Woolway (Insider)
  13. Peter B Crawford (CFO)
  14. Joseph R Martinetto (COO)
  15. Mark A Goldfarb (Director)
  16. Arun Sarin (Director)
  17. Jonathan S Beatty (Insider)
  18. Peter J Morgan III (General Counsel)
  19. Charles A Ruffel (Director)
  20. 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. — 8.18%
  2. Dodge & Cox — 4.89%
  3. Price T Rowe Associates Inc. MD — 4.52%
  4. Massachusetts Financial Services Co. MA — 1.13%
  5. Northern Trust Corp — 0.96%
  6. Alliancebernstein L.P. — 0.94%
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. Kovitz Investment Group Partners LLC
  2. Massachusetts Financial Services Co. MA
  3. Parallax Volatility Advisers L.P.
  4. IMC Chicago LLC
  5. Goldman Sachs Group Inc.
  6. Millennium Management LLC
  7. Dodge & Cox
  8. Citigroup Inc.
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)
  10. Jonathan M Craig (Insider)
  11. Nigel J Murtagh (Insider)
  12. Paul V Woolway (Insider)
Learn More investors selling Charles Schwab stock.

Which major investors are buying Charles Schwab stock?

In the previous quarter, SCHW stock was purchased by institutional investors including:
  1. Vanguard Group Inc.
  2. Wellington Management Group LLP
  3. Primecap Management Co. CA
  4. Price T Rowe Associates Inc. MD
  5. Nuveen LLC
  6. Boston Partners
  7. Goldman Sachs Group Inc.
  8. Alliancebernstein L.P.
During the previous year, these company insiders have bought Charles Schwab stock:
  1. Charles R Schwab (Chairman)
  2. Carolyn Schwab-Pomerantz (Director)
  3. Walter W Bettinger (CEO)
Learn More investors buying Charles Schwab stock.