SCHW Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 6.30%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $118,777,259.76

Charles Schwab Insider Trading History Chart

Charles Schwab Share Price & Price History

^$88.01

▼ -0.04 (-0.05%)

As of 10/30/2026 03:59 PM ET

Days: 30 | 90 | 365

Charles Schwab Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
8/28/2026	Walter W. Bettinger	Chairman	Sell	74,388	$110.91	$8,250,373.08	610,360
8/24/2026	Walter W. Bettinger	Chairman	Sell	176,210	$113.49	$19,998,072.90	610,360
8/17/2026	Jonathan S. Beatty	Insider	Sell	1,000	$111.33	$111,330.00	10,738
8/13/2026	Dennis Howard	Insider	Sell	2,198	$110.00	$241,780.00	6,980
8/10/2026	Nigel J. Murtagh	Insider	Sell	24,778	$109.01	$2,701,049.78	57,972
8/7/2026	Paula A. Sneed	Director	Sell	5,263	$107.15	$563,930.45	91,711
8/6/2026	Nigel J. Murtagh	Insider	Sell	1,897	$109.00	$206,773.00	57,972
7/28/2026	Dennis Howard	Insider	Sell	28,000	$105.01	$2,940,280.00	10,470
7/28/2026	Walter W. Bettinger	Chairman	Sell	93,408	$104.64	$9,774,213.12	529,346
7/27/2026	Nigel J. Murtagh	Insider	Sell	32,947	$104.01	$3,426,817.47	57,972
7/27/2026	Walter W. Bettinger	Chairman	Sell	192,488	$103.90	$19,999,503.20	529,346
7/23/2026	Peter J. Morgan, III	General Counsel	Sell	6,952	$102.03	$709,312.56
7/21/2026	Jonathan S. Beatty	Insider	Sell	2,000	$104.21	$208,420.00	11,738
7/21/2026	Nigel J. Murtagh	Insider	Sell	4,053	$104.14	$422,079.42	57,972
7/6/2026	Jonathan S. Beatty	Insider	Sell	2,000	$100.01	$200,020.00	13,738
7/2/2026	Jonathan S. Beatty	Insider	Sell	2,000	$97.03	$194,060.00	17,738
4/28/2026	Frank C. Herringer	Director	Sell	2,520	$90.60	$228,312.00	177,508
4/15/2026	Paul V. Woolway	Insider	Sell	7,941	$100.00	$794,100.00	29,866
4/14/2026	Nigel J. Murtagh	Insider	Sell	41,297	$99.00	$4,088,403.00	57,972
4/14/2026	Paul V. Woolway	Insider	Sell	7,942	$98.00	$778,316.00	29,866
3/3/2026	Dennis Howard	Insider	Sell	10,108	$94.60	$956,216.80	10,470
3/3/2026	Nigel J. Murtagh	Insider	Sell	7,203	$94.61	$681,475.83	57,972
3/3/2026	Paul V. Woolway	Insider	Sell	6,126	$94.61	$579,580.86	29,866
3/2/2026	Paul V. Woolway	Insider	Sell	15,884	$95.12	$1,510,886.08	35,992
2/25/2026	Dennis Howard	Insider	Sell	27,903	$95.02	$2,651,343.06	10,470
2/6/2026	Christopher V. Dodds	Director	Sell	11,825	$104.55	$1,236,303.75	449,406
2/6/2026	Walter W. Bettinger	Chairman	Sell	67,514	$104.25	$7,038,334.50	529,346
2/4/2026	Walter W. Bettinger	Chairman	Sell	94,948	$104.25	$9,898,329.00	529,346
2/3/2026	Walter W. Bettinger	Chairman	Sell	162,462	$103.90	$16,879,801.80	529,346
2/2/2026	Peter J. Morgan, III	General Counsel	Sell	7,595	$104.38	$792,766.10
1/22/2026	Jonathan S. Beatty	Insider	Sell	2,000	$105.00	$210,000.00	21,768
12/23/2025	Jonathan S. Beatty	Insider	Sell	2,000	$102.01	$204,020.00	11,923
11/12/2025	Jonathan S. Beatty	Insider	Sell	3,072	$98.00	$301,056.00	11,923
10/1/2025	Paul V. Woolway	Insider	Sell	3,205	$93.33	$299,122.65	34,778
9/2/2025	Paul V. Woolway	Insider	Sell	3,205	$95.20	$305,116.00	37,983
8/28/2025	Jonathan S. Beatty	Insider	Sell	6,144	$96.81	$594,800.64	11,923
8/27/2025	Jonathan S. Beatty	Insider	Sell	3,296	$97.18	$320,305.28	11,923
8/27/2025	Peter J. Morgan, III	General Counsel	Sell	50,016	$97.00	$4,851,552.00
8/1/2025	Paul V. Woolway	Insider	Sell	3,290	$96.06	$316,037.40	41,188
7/29/2025	Nigel J. Murtagh	Insider	Sell	24,096	$97.91	$2,359,239.36	58,999
7/29/2025	Walter W. Bettinger	Chairman	Sell	173,876	$98.84	$17,185,903.84	590,734
7/1/2025	Paul V. Woolway	Insider	Sell	3,290	$90.95	$299,225.50	35,864
6/18/2025	Nigel J. Murtagh	Insider	Sell	20,872	$90.01	$1,878,688.72	58,999
6/18/2025	Paul V. Woolway	Insider	Sell	10,129	$90.01	$911,711.29	39,154
6/2/2025	Paul V. Woolway	Insider	Sell	3,290	$87.68	$288,467.20	39,154
5/30/2025	Jonathan S. Beatty	Insider	Sell	2,850	$87.57	$249,574.50	15,219
5/27/2025	Paula A. Sneed	Director	Sell	8,647	$88.06	$761,454.82	105,654
5/22/2025	Peter J. Morgan III	General Counsel	Sell	10,176	$87.39	$889,280.64
5/21/2025	Jonathan M. Craig	Insider	Sell	47,500	$88.46	$4,201,850.00
5/1/2025	Jonathan M. Craig	Insider	Sell	9,559	$82.00	$783,838.00
4/21/2025	Frank C. Herringer	Director	Sell	3,592	$74.26	$266,741.92	172,162
4/1/2025	Paul V. Woolway	Insider	Sell	3,380	$77.43	$261,713.40	45,824
3/24/2025	Paul V. Woolway	Insider	Sell	8,614	$80.00	$689,120.00	49,204
3/5/2025	Paul V. Woolway	Insider	Sell	9,887	$75.38	$745,282.06	47,931
3/3/2025	Paul V. Woolway	Insider	Sell	3,380	$79.32	$268,101.60	57,818
2/12/2025	Walter W. Bettinger	Chairman	Sell	464,629	$81.91	$38,057,761.39	827,377
1/23/2025	Arun Sarin	Director	Sell	8,548	$81.82	$699,397.36	18,617
1/22/2025	Peter J. Morgan III	General Counsel	Sell	14,643	$80.70	$1,181,690.10
11/25/2024	Jonathan S. Beatty	Insider	Sell	2,300	$82.01	$188,623.00	18,069
11/22/2024	Nigel J. Murtagh	Insider	Sell	12,739	$81.17	$1,034,024.63	59,092
11/18/2024	Christopher V. Dodds	Director	Sell	9,284	$81.43	$755,996.12	442,807
11/11/2024	Jonathan S. Beatty	Insider	Sell	2,500	$77.02	$192,550.00	18,069
10/17/2024	Carolyn Schwab-Pomerantz	Director	Sell	29,800	$72.16	$2,150,368.00	551,329
10/16/2024	Charles R Schwab	Chairman	Sell	62,345	$72.52	$4,521,259.40	60,619,371
9/17/2024	Carolyn Schwab-Pomerantz	Director	Sell	9,000	$64.05	$576,450.00	554,929
8/15/2024	Carolyn Schwab-Pomerantz	Director	Sell	12,320	$65.10	$802,032.00	562,129
8/1/2024	Paul V. Woolway	Insider	Sell	1,150	$65.20	$74,980.00	61,887
7/31/2024	Charles R Schwab	Chairman	Sell	67,386	$65.11	$4,387,502.46	60,619,371
7/19/2024	Carolyn Schwab-Pomerantz	Director	Sell	9,000	$61.96	$557,640.00	567,057
7/17/2024	Richard A. Wurster	President	Buy	10,000	$62.05	$620,500.00	144,228
7/17/2024	Walter W. Bettinger	CEO	Buy	25,000	$66.26	$1,656,500.00	827,377
7/11/2024	Jonathan S. Beatty	Insider	Sell	780	$75.00	$58,500.00	18,069
6/20/2024	Carolyn Schwab-Pomerantz	Director	Sell	9,000	$72.49	$652,410.00	570,657
6/12/2024	Bernard J. Clark	Insider	Sell	8,164	$75.00	$612,300.00	121,666
5/28/2024	Bernard J. Clark	Insider	Sell	77,431	$70.94	$5,492,955.14	121,666
5/20/2024	Carolyn Schwab-Pomerantz	Director	Sell	9,000	$78.41	$705,690.00	574,257
5/14/2024	Charles R Schwab	Chairman	Sell	65,360	$76.89	$5,025,530.40	60,741,536
5/9/2024	Carolyn Schwab-Pomerantz	Director	Sell	26,315	$76.13	$2,003,360.95	1,674,571
5/6/2024	Carolyn Schwab-Pomerantz	Director	Sell	13,113	$76.38	$1,001,570.94	1,700,886
5/6/2024	Charles R Schwab	Chairman	Sell	65,790	$76.40	$5,026,356.00	60,906,686
5/3/2024	Charles R Schwab	Chairman	Sell	66,225	$75.51	$5,000,649.75	60,972,476
4/29/2024	Charles R Schwab	Chairman	Sell	59,906	$74.78	$4,479,770.68	61,038,701
4/26/2024	Charles R Schwab	Chairman	Sell	59,905	$74.96	$4,490,478.80	61,098,607
4/24/2024	Peter B. Crawford	CFO	Sell	5,481	$75.51	$413,870.31	60,567
4/22/2024	Charles R Schwab	Chairman	Sell	89,275	$74.62	$6,661,700.50	30,641,981
4/18/2024	Carolyn Schwab-Pomerantz	Director	Sell	7,482	$73.47	$549,702.54	1,719,399
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

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
10/31/2026	Kestra Private Wealth Services LLC	45,165	$4.41M	0.0%	+3.1%	0.003%
10/31/2026	Chicago Partners Investment Group LLC	34,264	$3.10M	0.1%	-8.3%	0.002%
10/31/2026	Verity Asset Management Inc.	7,896	$0.77M	0.3%	-1.9%	0.000%
10/31/2026	Ascent Group LLC	173,455	$16.95M	0.5%	+1.0%	0.010%
10/31/2026	Caldwell Trust Co	15,774	$1.54M	0.1%	-12.1%	0.001%
10/31/2026	GPM Growth Investors Inc.	30,737	$3M	1.3%	-1.8%	0.002%
10/31/2026	Kelleher Financial Advisors	4,341	$0.42M	0.1%	-65.6%	0.000%
10/31/2026	3Chopt Investment Partners LLC	25,590	$2.50M	0.4%	+2.6%	0.001%
10/30/2026	Compass Financial Management LLC	493	$48K	0.0%	+68.3%	0.000%
10/30/2026	Southern Financial Group LLC	3,443	$0.34M	0.1%	-7.9%	0.000%
10/30/2026	Rakuten Investment Management Inc.	294,137	$29.15M	0.1%	+9.4%	0.017%
10/30/2026	AIA Group Ltd	120,960	$11.82M	0.1%	-22.7%	0.007%
10/30/2026	Third View Private Wealth LLC	6,367	$0.62M	0.1%	+19.9%	0.000%
10/30/2026	Provenance Wealth Advisors LLC	2,720	$0.27M	0.0%	+8,400.0%	0.000%
10/30/2026	Lyell Wealth Management LP	8,455	$0.83M	0.0%	+4.7%	0.000%
10/30/2026	Associated Banc Corp	493,951	$48.28M	1.1%	N/A	0.029%
10/30/2026	Integrity Alliance LLC.	10,858	$1.06M	0.0%	-1.3%	0.001%
10/30/2026	Garner Asset Management Corp	14,785	$1.33M	0.4%	-5.9%	0.001%
10/30/2026	Aware Super Pty Ltd as trustee of Aware Super	109,996	$10.75M	0.1%	N/A	0.006%
10/30/2026	VCI Wealth Management LLC	22,412	$2.19M	0.5%	-12.1%	0.001%
10/30/2026	Garde Capital Inc.	18,298	$1.79M	0.1%	-4.2%	0.001%
10/30/2026	Gerber Kawasaki Wealth & Investment Management	2,498	$0.24M	0.0%	-5.8%	0.000%
10/30/2026	GRIMES & Co WEALTH MANAGEMENT LLC	150,258	$14.69M	0.3%	+33.3%	0.009%
10/30/2026	Signature Equity Partners LLC	977	$95K	0.0%	+24.9%	0.000%
10/30/2026	Kuhn & Co Investment Counsel	4,534	$0.44M	0.2%	+3.1%	0.000%
10/29/2026	Independence Wealth Advisors LLC	10,237	$1M	0.5%	+3.1%	0.001%
10/29/2026	One Way Holdings LLC	7,154	$0.70M	0.0%	N/A	0.000%
10/29/2026	Vigilare Wealth Management	6,250	$0.61M	0.2%	-14.5%	0.000%
10/29/2026	Provident Trust Co.	2,518,637	$246.17M	7.7%	-32.2%	0.146%
10/29/2026	Dala Group LLC	3,830	$0.37M	0.3%	+5.7%	0.000%
10/29/2026	Bank Julius Baer & Co. Ltd Zurich	1,754,953	$172.06M	0.4%	+0.7%	0.101%
10/29/2026	Virtue Capital Management LLC	2,699	$0.26M	0.0%	-56.6%	0.000%
10/29/2026	Mirae Asset Global Investments Co. Ltd.	469,528	$45.89M	0.1%	N/A	0.027%
10/29/2026	Aviance Capital Partners LLC	93,077	$9.10M	0.9%	+0.7%	0.005%
10/29/2026	ARQ Wealth Advisors LLC	39,521	$3.86M	0.5%	-11.4%	0.002%
10/29/2026	Profund Advisors LLC	15,141	$1.48M	0.0%	+10.5%	0.001%
10/29/2026	ProShare Advisors LLC	347,593	$33.97M	0.0%	-4.8%	0.020%
10/29/2026	Vise Technologies Inc.	71,126	$6.95M	0.1%	+43.0%	0.004%
10/29/2026	Cidel Asset Management Inc.	19,870	$1.94M	0.1%	+1.7%	0.001%
10/29/2026	Moss Adams Wealth Advisors LLC	4,698	$0.46M	0.0%	-12.0%	0.000%
10/29/2026	Summit Global Investments	14,124	$1.38M	0.1%	+62.0%	0.001%
10/29/2026	MGO One Seven LLC	72,341	$7.07M	0.1%	-3.1%	0.004%
10/29/2026	Greatmark Investment Partners Inc.	334,000	$32.65M	3.5%	-0.4%	0.019%
10/29/2026	Americana Partners LLC	171,834	$16.80M	0.4%	+155.8%	0.010%
10/29/2026	Aprio Wealth Management LLC	11,795	$1.15M	0.1%	+4.2%	0.001%
10/29/2026	Avestar Capital LLC	11,953	$1.17M	0.1%	-6.2%	0.001%
10/29/2026	Fusion Capital LLC	16,113	$1.58M	0.3%	+1.1%	0.001%
10/29/2026	LJI Wealth Management LLC	2,811	$0.28M	0.0%	-9.7%	0.000%
10/29/2026	Modera Wealth Management LLC	133,850	$13.08M	0.1%	-3.0%	0.008%
10/29/2026	Greenup Street Wealth Management LLC	65,912	$6.44M	0.8%	+143.3%	0.004%
10/28/2026	Whelan Financial	20,387	$1.99M	0.5%	+6.4%	0.001%
10/28/2026	International Assets Investment Management LLC	100,000	$9.77M	0.1%	+880.5%	0.006%
10/28/2026	Lebenthal Global Advisors LLC	2,830	$0.28M	0.0%	-50.1%	0.000%
10/28/2026	Brian Low Financial Group LLC	2,178	$0.21M	0.1%	N/A	0.000%
10/28/2026	CHICAGO TRUST Co NA	5,848	$0.57M	0.1%	N/A	0.000%
10/28/2026	Glenview Trust Co	119,524	$11.68M	0.2%	+1.1%	0.007%
10/28/2026	Parcion Private Wealth LLC	6,611	$0.65M	0.0%	+24.2%	0.000%
10/28/2026	Birinyi Associates Inc.	34,856	$3.41M	0.8%	+176.5%	0.002%
10/28/2026	Soltis Investment Advisors LLC	8,060	$0.79M	0.0%	+27.2%	0.000%
10/28/2026	Everett Harris & Co. CA	238,947	$23.36M	0.3%	+0.5%	0.014%
10/28/2026	Harbour Trust & Investment Management Co	2,139	$0.21M	0.0%	N/A	0.000%
10/28/2026	United Asset Strategies Inc.	183,297	$17.92M	1.2%	-6.7%	0.011%
10/28/2026	Choreo LLC	104,190	$10.18M	0.1%	+2.0%	0.006%
10/28/2026	Sage Rhino Capital LLC	10,555	$1.03M	0.2%	-5.5%	0.000%
10/28/2026	TOWER TRUST & INVESTMENT Co	11,475	$1.12M	0.6%	+2.4%	0.000%
10/28/2026	Childress Capital Advisors LLC	3,835	$0.38M	0.1%	-3.4%	0.000%
10/28/2026	Garrison Bradford & Associates Inc.	33,554	$3.28M	3.7%	+22.6%	0.000%
10/28/2026	Redmond Asset Management LLC	83,242	$8.14M	2.4%	-0.9%	0.000%
10/28/2026	LaFleur & Godfrey LLC	63,855	$6.24M	0.7%	-3.5%	0.000%
10/28/2026	North Dakota State Investment Board	58,631	$5.73M	0.2%	+21.7%	0.000%
10/28/2026	North Star Investment Management Corp.	755	$74K	0.0%	+27.1%	0.000%
10/28/2026	VestGen Advisors LLC	7,219	$0.71M	0.0%	-3.5%	0.000%
10/28/2026	Vaquero Private Wealth Ltd.	677	$66K	0.0%	N/A	0.000%
10/27/2026	Lynx Investment Advisory	2,138	$0.21M	0.1%	N/A	0.000%
10/27/2026	Conning Inc.	54,530	$5.33M	0.2%	-13.6%	0.003%
10/27/2026	Smith Group Asset Management LLC	265,628	$25.96M	1.7%	-36.7%	0.015%
10/27/2026	Sigma Investment Counselors Inc.	3,675	$0.36M	0.0%	-54.9%	0.000%
10/27/2026	William Mack & Associates Inc.	558	$55K	0.0%	N/A	0.000%
10/27/2026	Victory Financial Group LLC	5,206	$0.51M	0.0%	N/A	0.000%
10/27/2026	Great Lakes Retirement Inc.	131,332	$12.84M	1.1%	-13.8%	0.008%
10/27/2026	Busey Bank	262,241	$25.63M	0.6%	-0.9%	0.015%
10/27/2026	Generali Asset Management SPA SGR	112,664	$11.01M	0.2%	+2.1%	0.007%
10/27/2026	Asset Management One Co. Ltd.	741,516	$72.48M	0.2%	+4.8%	0.043%
10/27/2026	Latitude Advisors LLC	1,760	$0.17M	0.1%	N/A	0.000%
10/27/2026	Investment Advisory Services Inc. TX ADV	22,734	$2.22M	0.6%	-1.0%	0.001%
10/27/2026	SYM FINANCIAL Corp	4,045	$0.40M	0.0%	+9.5%	0.000%
10/27/2026	Independence Bank of Kentucky	7,853	$0.77M	0.1%	-13.9%	0.000%
10/27/2026	Angeles Wealth Management LLC	12,448	$1.22M	0.0%	-6.1%	0.001%
10/27/2026	Ashton Thomas Securities LLC	24,232	$2.37M	0.3%	+496.4%	0.001%
10/27/2026	Fishman Jay A Ltd. MI	146,212	$14.29M	1.2%	+9.7%	0.008%
10/26/2026	Penobscot Investment Management Company Inc.	2,395	$0.23M	0.0%	N/A	0.000%
10/26/2026	Park Avenue Securities LLC	49,677	$4.86M	0.0%	+11.8%	0.003%
10/26/2026	Westover Capital Advisors LLC	31,032	$3.03M	0.5%	+21.5%	0.002%
10/26/2026	Peterson Wealth Services	5,353	$0.52M	0.1%	+28.6%	0.000%
10/26/2026	Blume Capital Management Inc.	167,514	$16.37M	2.4%	-1.2%	0.010%
10/26/2026	Davidson Kahn Capital Management LLC	4,190	$0.41M	0.2%	-52.8%	0.000%
10/24/2026	Apollon Wealth Management LLC	46,203	$4.52M	0.1%	+10.9%	0.003%
10/24/2026	Sigma Planning Corp	3,203	$0.31M	0.0%	-62.1%	0.000%
10/24/2026	Financial Advisory Partners LLC	33,596	$3.28M	0.9%	-0.9%	0.002%
10/24/2026	Bright Futures Wealth Management LLC.	6,911	$0.68M	0.5%	-19.3%	0.000%

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: $88.01

$87.37

$89.71

50 Day Range

MA: $100.52

$88.01

$113.63

52 Week Range

Now: $88.01

$83.96

$114.53

Volume

11,474,120 shs

Average Volume

8,689,432 shs

Market Capitalization

$152.20 billion

P/E Ratio

15.02

Dividend Yield

1.43%

Beta

0.79

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)
Charles Schwab (Major Shareholder)
Walter W Bettinger (Insider)
Walter W Bettinger (CEO)
Walter W Bettinger (Chairman)
Walter Bettinger (CEO)
Christopher V Dodds (Director)
Walter W Bettinger (CEO)
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:
Assenagon Asset Management S.A. — 0.17%
Provident Trust Co. — 0.15%
Bank Julius Baer & Co. Ltd Zurich — 0.10%
Ninety One UK Ltd — 0.06%
Mondrian Investment Partners LTD — 0.06%
Asset Management One Co. Ltd. — 0.04%
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:
Provident Trust Co.
Mondrian Investment Partners LTD
Curated Wealth Partners LLC
Cooke & Bieler LP
Robeco Institutional Asset Management B.V.
Smith Group Asset Management LLC
Skylands Capital LLC
Vima LLC
In the last year, company insiders that have sold Charles Schwab company stock include:
Walter W Bettinger (Chairman)
Christopher V Dodds (Director)
Frank C Herringer (Director)
Paula A Sneed (Director)
Nigel J Murtagh (Insider)
Paul V Woolway (Insider)
Jonathan S Beatty (Insider)
Dennis Howard (Insider)
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:
Assenagon Asset Management S.A.
Montrusco Bolton Investments Inc.
Associated Banc Corp
Mirae Asset Global Investments Co. Ltd.
Vest Financial LLC
Artemis Investment Management LLP
Aware Super Pty Ltd as trustee of Aware Super
Americana Partners LLC