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SCHW Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 6.90%

Insider Buying (Last 12 Months): $11,521,318.31

Insider Selling (Last 12 Months): $123,952,777.96

Charles Schwab Insider Trading History Chart

Charles Schwab Share Price & Price History

^$56.26

▼ -3.21 (-5.40%)

As of 03/22/2023 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
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
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

The 1 Stock To Watch In This Market.

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This NASDAQ Stock Has Been On The Move In 2023 And It Looks Like Its Far From Over!

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

73.49% 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
3/15/2023	B. Riley Wealth Advisors Inc.	63,651	$5.06M	0.1%	+16.3%	0.004%
3/13/2023	Claro Advisors LLC	9,662	$0.80M	0.3%	+27.6%	0.001%
3/10/2023	Mather Group LLC.	3,933	$0.33M	0.0%	+7.8%	0.000%
3/7/2023	Great Lakes Retirement Inc.	9,681	$0.81M	0.2%	N/A	0.001%
3/6/2023	Rockefeller Capital Management L.P.	626,076	$52.13M	0.3%	+306.7%	0.034%
3/6/2023	Birmingham Capital Management Co. Inc. AL	21,700	$1.81M	0.7%	-1.0%	0.001%
3/6/2023	North Star Asset Management Inc.	343,803	$28.63M	1.8%	+0.5%	0.019%
3/3/2023	Crumly & Associates Inc.	10,621	$0.88M	0.3%	+32.6%	0.001%
3/1/2023	Regal Investment Advisors LLC	3,918	$0.33M	0.0%	+3.6%	0.000%
2/28/2023	Voya Investment Management LLC	3,706,001	$308.56M	0.4%	+6.6%	0.204%
2/27/2023	Benin Management CORP	2,700	$0.23M	0.1%	N/A	0.000%
2/27/2023	ST Germain D J Co. Inc.	5,339	$0.13M	0.0%	+40.8%	0.000%
2/24/2023	Natixis	171,473	$14.28M	0.1%	+81.6%	0.009%
2/24/2023	Garde Capital Inc.	6,207	$0.52M	0.1%	+75.0%	0.000%
2/23/2023	Portman Square Capital LLP	2,500	$0.21M	0.0%	N/A	0.000%
2/23/2023	Centurion Wealth Management LLC	5,558	$0.46M	0.3%	N/A	0.000%
2/23/2023	Callan Family Office LLC	3,710	$0.31M	0.1%	N/A	0.000%
2/22/2023	Teachers Retirement System of The State of Kentucky	417,845	$34.79M	0.4%	-5.0%	0.023%
2/22/2023	CVA Family Office LLC	638	$53K	0.0%	+26.8%	0.000%
2/21/2023	Macquarie Group Ltd.	1,703,999	$141.88M	0.2%	-18.3%	0.094%
2/21/2023	Ruedi Wealth Management Inc.	396	$33K	0.0%	N/A	0.000%
2/21/2023	Northwestern Mutual Wealth Management Co.	71,717	$5.97M	0.0%	+3.2%	0.004%
2/21/2023	B. Riley Wealth Advisors Inc.	63,651	$5.06M	0.1%	+16.3%	0.004%
2/21/2023	Equitable Trust Co.	5,881	$0.49M	0.0%	-17.1%	0.000%
2/21/2023	Northwestern Mutual Investment Management Company LLC	47,807	$3.98M	0.1%	-15.7%	0.003%
2/21/2023	Blue Whale Capital LLP	827,000	$68.86M	11.7%	-16.7%	0.046%
2/21/2023	National Pension Service	2,040,839	$169.92M	0.3%	+0.4%	0.112%
2/17/2023	Truist Financial Corp	1,530,649	$127.44M	0.2%	-3.0%	0.084%
2/17/2023	Compass Wealth Management LLC	68,400	$5.70M	1.9%	N/A	0.004%
2/17/2023	Ascent Group LLC	13,037	$1.09M	0.1%	+13.8%	0.001%
2/17/2023	Bank Pictet & Cie Asia Ltd.	15,063	$1.25M	0.5%	+13.9%	0.001%
2/16/2023	Bensler LLC	19,715	$1.64M	0.4%	+3.3%	0.001%
2/16/2023	GHP Investment Advisors Inc.	69,307	$5.77M	0.4%	+12.8%	0.004%
2/16/2023	Axxcess Wealth Management LLC	9,078	$0.76M	0.1%	-6.0%	0.000%
2/16/2023	American Trust	43,354	$3.61M	0.3%	+5.8%	0.002%
2/16/2023	Moneta Group Investment Advisors LLC	5,365	$0.45M	0.0%	-8.9%	0.000%
2/16/2023	Alliancebernstein L.P.	19,281,835	$1.61B	0.7%	-7.2%	1.062%
2/16/2023	Clay Northam Wealth Management LLC	13,773	$1.15M	1.3%	-5.7%	0.001%
2/16/2023	CreativeOne Wealth LLC	16,615	$1.38M	0.1%	-2.2%	0.001%
2/16/2023	Personal Capital Advisors Corp	216,491	$18.03M	0.1%	-1.0%	0.012%
2/16/2023	RFG Advisory LLC	5,207	$0.41M	0.0%	-4.9%	0.000%
2/16/2023	Resurgent Financial Advisors LLC	1,072	$89K	0.0%	N/A	0.000%
2/16/2023	United Capital Financial Advisers LLC	13,993	$1.17M	0.0%	-8.4%	0.001%
2/16/2023	Harbour Investments Inc.	6,795	$0.57M	0.0%	+3.9%	0.000%
2/15/2023	Greenwood Gearhart Inc.	264,879	$22.05M	3.1%	+1.3%	0.015%
2/15/2023	Public Employees Retirement System of Ohio	1,227,088	$102.17M	0.4%	+0.4%	0.068%
2/15/2023	Steward Partners Investment Advisory LLC	78,271	$6.52M	0.1%	+3.7%	0.004%
2/15/2023	CI Private Wealth LLC	427,370	$35.58M	0.1%	N/A	0.024%
2/15/2023	Metropolitan Life Insurance Co NY	86,110	$7.17M	0.4%	-2.9%	0.005%
2/15/2023	MetLife Investment Management LLC	431,859	$35.96M	0.3%	-1.9%	0.024%
2/15/2023	Moneta Group Investment Advisors LLC	5,365,193	$446.71M	0.0%	+91,051.8%	0.295%
2/15/2023	Investment Advisory Services Inc. TX ADV	32,642	$2.72M	1.4%	+0.5%	0.002%
2/15/2023	State of Tennessee Treasury Department	673,803	$56.10M	0.3%	-1.1%	0.037%
2/15/2023	Apollon Wealth Management LLC	13,973	$1.16M	0.1%	+15.2%	0.001%
2/15/2023	DRW Securities LLC	6,641	$0.55M	0.0%	N/A	0.000%
2/15/2023	MBM Wealth Consultants LLC	6,795	$0.56M	0.3%	N/A	0.000%
2/15/2023	Utah Retirement Systems	269,970	$22.48M	0.4%	-0.9%	0.015%
2/15/2023	Captrust Financial Advisors	294,715	$24.54M	0.1%	+1.7%	0.016%
2/15/2023	Kiwi Wealth Investments Limited Partnership	133,828	$11.14M	0.7%	+111.1%	0.007%
2/15/2023	IHT Wealth Management LLC	3,606	$0.30M	0.0%	-8.3%	0.000%
2/15/2023	Howe & Rusling Inc.	102,297	$8.52M	1.1%	+0.2%	0.006%
2/15/2023	Lazard Asset Management LLC	1,170,677	$97.47M	0.1%	+8.1%	0.064%
2/15/2023	SageView Advisory Group LLC	3,549	$0.30M	0.0%	N/A	0.000%
2/15/2023	AllGen Financial Advisors Inc.	20,291	$1.69M	1.2%	+126.7%	0.001%
2/15/2023	1832 Asset Management L.P.	10,837	$0.90M	0.0%	-1.3%	0.001%
2/15/2023	Investidor Profissional Gestao de Recursos Ltda.	87,717	$7.30M	2.8%	-54.5%	0.005%
2/15/2023	Monograph Wealth Advisors LLC	7,874	$0.66M	0.2%	-5.5%	0.000%
2/15/2023	Employees Retirement System of Texas	499,894	$41.62M	0.6%	+50.1%	0.028%
2/15/2023	PFS Investments Inc.	20,596	$1.72M	0.0%	+11.1%	0.001%
2/15/2023	Cahill Financial Advisors Inc.	2,636	$0.22M	0.0%	N/A	0.000%
2/15/2023	Cerity Partners LLC	951,803	$83.19M	0.5%	+170.5%	0.052%
2/15/2023	Vestcor Inc	34,498	$2.87M	0.1%	+0.7%	0.002%
2/15/2023	Toroso Investments LLC	143,829	$11.98M	0.5%	+23.8%	0.008%
2/15/2023	Signet Financial Management LLC	49,378	$4.11M	0.7%	+0.3%	0.003%
2/15/2023	SRB Corp	5,744	$0.48M	0.0%	N/A	0.000%
2/15/2023	State of Wisconsin Investment Board	1,428,110	$118.90M	0.4%	+10.3%	0.079%
2/15/2023	Studio Investment Management LLC	5,952	$0.50M	0.2%	+3.8%	0.000%
2/15/2023	Sun Life Financial Inc.	9,846	$0.82M	0.1%	-6.5%	0.001%
2/15/2023	Syntax Advisors LLC	3,214	$0.27M	0.2%	-12.2%	0.000%
2/15/2023	Schonfeld Strategic Advisors LLC	27,958	$2.33M	0.0%	-46.3%	0.002%
2/15/2023	SeaCrest Wealth Management LLC	8,044	$0.67M	0.1%	+3.6%	0.000%
2/15/2023	Steel Canyon Capital LLC	55,017	$4.58M	8.5%	-19.7%	0.003%
2/15/2023	Stokes Family Office LLC	15,122	$1.26M	0.2%	-4.0%	0.001%
2/15/2023	Legal & General Group Plc	8,867,996	$738.35M	0.3%	-5.3%	0.488%
2/15/2023	Linscomb & Williams Inc.	36,816	$3.07M	0.2%	+4.2%	0.002%
2/15/2023	Liontrust Investment Partners LLP	2,280,442	$189.87M	3.3%	-9.8%	0.126%
2/15/2023	Lombard Odier Asset Management Switzerland SA	258,765	$21.55M	1.7%	+1.9%	0.014%
2/15/2023	Mackenzie Financial Corp	1,845,377	$153.65M	0.3%	+1.4%	0.102%
2/15/2023	Marvin & Palmer Associates Inc.	120,122	$10M	5.3%	+16.1%	0.007%
2/15/2023	Mogy Joel R Investment Counsel Inc.	16,021	$1.33M	0.1%	+11.7%	0.001%
2/15/2023	Montag & Caldwell LLC	368,267	$30.66M	4.4%	-10.4%	0.020%
2/15/2023	Morgan Stanley	22,255,649	$1.85B	0.2%	+62.5%	1.226%
2/15/2023	Man Group plc	111,258	$9.26M	0.0%	+911.6%	0.006%
2/15/2023	Mariner LLC	677,462	$56.41M	0.2%	+0.5%	0.037%
2/15/2023	Meridian Wealth Management LLC	4,980	$0.42M	0.0%	-48.7%	0.000%
2/15/2023	Nissay Asset Management Corp Japan ADV	168,210	$14.01M	0.1%	+1.6%	0.009%
2/15/2023	Norges Bank	15,920,665	$1.33B	0.3%	N/A	0.877%
2/15/2023	Delphia USA Inc.	5,684	$0.47M	0.5%	-19.2%	0.000%
2/15/2023	E Fund Management Co. Ltd.	2,936	$0.24M	0.0%	-5.0%	0.000%
2/15/2023	Eagle Asset Management Inc.	13,096	$1.07M	0.0%	-78.2%	0.001%

Data available starting January 2016

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services, as well as retirement business services to independent registered investment advisors, independent retirement advisors, and record keepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in Westlake, TX.

Today's Range

Now: $56.26

$56.25

$59.29

50 Day Range

MA: $74.82

$51.91

$83.49

52 Week Range

Now: $56.26

$45.00

$93.16

Volume

35,468,684 shs

Average Volume

20,049,959 shs

Market Capitalization

$100.79 billion

P/E Ratio

16.07

Dividend Yield

1.77%

Beta

0.93

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)
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 (EVP)
Nigel J Murtagh (EVP)
Nigel J Murtagh (Insider)
Nigel J Murtagh (EVP)
Peter B Crawford (CFO)
William S Haraf (Director)
Mark A Goldfarb (Director)
Peter J Morgan III (EVP)
Charles A Ruffel (Director)
Jonathan M Craig (Insider)
Bernard J Clark (EVP)
Charles R Schwab (COO)
Christopher V Dodds (Director)
Joan Dea (Director)
Jonathan M Craig (EVP)
Jonathan M Craig (Insider)
Joseph R Martinetto (COO)
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:
Toronto Dominion Bank — 12.45%
Price T Rowe Associates Inc. MD — 2.20%
Geode Capital Management LLC — 1.47%
Morgan Stanley — 1.23%
Alliancebernstein L.P. — 1.06%
CIBC Private Wealth Group LLC — 0.92%
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:
Price T Rowe Associates Inc. MD
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main
Egerton Capital UK LLP
Alliancebernstein L.P.
Parnassus Investments LLC
Van ECK Associates Corp
American Century Companies Inc.
Bessemer Group Inc.
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)
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 (EVP)
Nigel J Murtagh (EVP)
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:
Toronto Dominion Bank
Norges Bank
CIBC Private Wealth Group LLC
Morgan Stanley
Moneta Group Investment Advisors LLC
Findlay Park Partners LLP
Baird Financial Group Inc.
Barclays PLC
During the previous year, these company insiders have bought Charles Schwab stock:
Charles R Schwab (Chairman)
Carolyn Schwab-Pomerantz (Director)
Walter W Bettinger (CEO)
Walter W Bettinger (CEO)
Todd M Ricketts (Director)
Frank C Herringer (Director)
Learn More investors buying Charles Schwab stock.

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SCHW Insider Trading

Charles Schwab Insider Trading History Chart

Charles Schwab Share Price & Price History

Charles Schwab Insider Trading History

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

Institutional Buying and Selling by Quarter

Charles Schwab Institutional Trading History

Today's Range

50 Day Range

52 Week Range

Volume

Average Volume

Market Capitalization

P/E Ratio

Dividend Yield

Beta

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

Who are the major institutional investors of Charles Schwab?

Which major investors are selling Charles Schwab stock?

Which major investors are buying Charles Schwab stock?