SCHW Insider Trading

Insider Ownership Percentage: 6.30%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $84,541,574.62

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: $92.31
Price Change: Price Increase of +0.825 (0.90%)
As of 05/5/2026 01:12 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
4/28/2026Frank C. HerringerDirectorSell2,520$90.60$228,312.00177,508View SEC Filing Icon  
4/15/2026Paul V. WoolwayInsiderSell7,941$100.00$794,100.0029,866View SEC Filing Icon  
4/14/2026Nigel J. MurtaghInsiderSell41,297$99.00$4,088,403.0057,972View SEC Filing Icon  
4/14/2026Paul V. WoolwayInsiderSell7,942$98.00$778,316.0029,866View SEC Filing Icon  
3/3/2026Dennis HowardInsiderSell10,108$94.60$956,216.8010,470View SEC Filing Icon  
3/3/2026Nigel J. MurtaghInsiderSell7,203$94.61$681,475.8357,972View SEC Filing Icon  
3/3/2026Paul V. WoolwayInsiderSell6,126$94.61$579,580.8629,866View SEC Filing Icon  
3/2/2026Paul V. WoolwayInsiderSell15,884$95.12$1,510,886.0835,992View SEC Filing Icon  
2/25/2026Dennis HowardInsiderSell27,903$95.02$2,651,343.0610,470View SEC Filing Icon  
2/6/2026Christopher V. DoddsDirectorSell11,825$104.55$1,236,303.75449,406View SEC Filing Icon  
2/6/2026Walter W. BettingerChairmanSell67,514$104.25$7,038,334.50529,346View SEC Filing Icon  
2/4/2026Walter W. BettingerChairmanSell94,948$104.25$9,898,329.00529,346View SEC Filing Icon  
2/3/2026Walter W. BettingerChairmanSell162,462$103.90$16,879,801.80529,346View SEC Filing Icon  
2/2/2026Peter J. Morgan, IIIGeneral CounselSell7,595$104.38$792,766.10View SEC Filing Icon  
1/22/2026Jonathan S. BeattyInsiderSell2,000$105.00$210,000.0021,768View SEC Filing Icon  
12/23/2025Jonathan S. BeattyInsiderSell2,000$102.01$204,020.0011,923View SEC Filing Icon  
11/12/2025Jonathan S. BeattyInsiderSell3,072$98.00$301,056.0011,923View SEC Filing Icon  
10/1/2025Paul V. WoolwayInsiderSell3,205$93.33$299,122.6534,778View SEC Filing Icon  
9/2/2025Paul V. WoolwayInsiderSell3,205$95.20$305,116.0037,983View SEC Filing Icon  
8/28/2025Jonathan S. BeattyInsiderSell6,144$96.81$594,800.6411,923View SEC Filing Icon  
8/27/2025Jonathan S. BeattyInsiderSell3,296$97.18$320,305.2811,923View SEC Filing Icon  
8/27/2025Peter J. Morgan, IIIGeneral CounselSell50,016$97.00$4,851,552.00View SEC Filing Icon  
8/1/2025Paul V. WoolwayInsiderSell3,290$96.06$316,037.4041,188View SEC Filing Icon  
7/29/2025Nigel J. MurtaghInsiderSell24,096$97.91$2,359,239.3658,999View SEC Filing Icon  
7/29/2025Walter W. BettingerChairmanSell173,876$98.84$17,185,903.84590,734View SEC Filing Icon  
7/1/2025Paul V. WoolwayInsiderSell3,290$90.95$299,225.5035,864View SEC Filing Icon  
6/18/2025Nigel J. MurtaghInsiderSell20,872$90.01$1,878,688.7258,999View SEC Filing Icon  
6/18/2025Paul V. WoolwayInsiderSell10,129$90.01$911,711.2939,154View SEC Filing Icon  
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  
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
5/5/2026Sterling Investment Advisors Ltd.31,421$2.95M0.5%-0.5%0.002%Search for SEC Filing on Google Icon
5/5/2026Sigma Planning Corp18,521$1.74M0.0%+130.9%0.001%Search for SEC Filing on Google Icon
5/5/2026Cornerstone Advisory LLC3,676$0.35M0.0%+12.9%0.000%Search for SEC Filing on Google Icon
5/5/20261ST Source Bank22,004$2.07M0.1%-3.8%0.001%Search for SEC Filing on Google Icon
5/5/2026Checchi Capital Advisers LLC14,254$1.34M0.1%+10.0%0.001%Search for SEC Filing on Google Icon
5/5/2026Maryland State Retirement & Pension System84,327$7.93M0.2%-0.9%0.005%Search for SEC Filing on Google Icon
5/5/2026Hillsdale Investment Management Inc.11,480$1.08M0.0%+18.6%0.001%Search for SEC Filing on Google Icon
5/5/2026Avantax Planning Partners Inc.4,334$0.41M0.0%-10.6%0.000%Search for SEC Filing on Google Icon
5/4/2026AMG National Trust Bank100,178$9.42M0.2%+4.3%0.006%Search for SEC Filing on Google Icon
5/4/2026Retirement Planning Group LLC16,915$1.59M0.0%+3.2%0.001%Search for SEC Filing on Google Icon
5/4/2026Legacy Capital Group California Inc.8,545$0.80M0.3%-12.6%0.000%Search for SEC Filing on Google Icon
5/4/2026NBZ Investment Advisors LLC2,445$0.23M0.1%N/A0.000%Search for SEC Filing on Google Icon
5/4/2026Bleakley Financial Group LLC36,096$3.39M0.1%+4.3%0.002%Search for SEC Filing on Google Icon
5/4/2026Birinyi Associates Inc.11,281$1.06M0.3%N/A0.001%Search for SEC Filing on Google Icon
5/4/2026HBW Advisory Services LLC16,952$1.59M0.2%-6.2%0.001%Search for SEC Filing on Google Icon
5/4/2026State of Michigan Retirement System436,366$41.01M0.2%-0.2%0.025%Search for SEC Filing on Google Icon
5/4/2026Principal Financial Group Inc.2,851,720$268.01M0.1%-10.5%0.164%Search for SEC Filing on Google Icon
5/4/2026Citizens National Bank Trust Department10,165$0.96M0.2%+35.4%0.001%Search for SEC Filing on Google Icon
5/4/2026Chicago Partners Investment Group LLC34,259$3.14M0.1%+16.3%0.002%Search for SEC Filing on Google Icon
5/4/2026One Wealth Map LLC11,059$1.01M0.5%-5.8%0.001%Search for SEC Filing on Google Icon
5/4/2026Y.D. More Investments Ltd1,067$100K0.0%-11.4%0.000%Search for SEC Filing on Google Icon
5/4/2026J. Safra Sarasin Holding AG31,329$2.94M0.1%-10.5%0.002%Search for SEC Filing on Google Icon
5/4/2026CORDA Investment Management LLC.553,189$51.99M3.6%-2.9%0.032%Search for SEC Filing on Google Icon
5/4/2026Lifeworks Advisors LLC2,868$0.27M0.0%-4.8%0.000%Search for SEC Filing on Google Icon
5/4/2026Procyon Advisors LLC5,276$0.50M0.0%+61.2%0.000%Search for SEC Filing on Google Icon
5/2/2026Citizens Business Bank69,920$6.57M1.1%-1.6%0.004%Search for SEC Filing on Google Icon
5/2/2026Financial Advisory Partners LLC34,041$3.20M0.9%N/A0.002%Search for SEC Filing on Google Icon
5/2/2026LGT Fund Management Co Ltd.28,943$2.72M0.1%-5.3%0.002%Search for SEC Filing on Google Icon
5/2/2026International Assets Investment Management LLC9,006$0.83M0.0%+35.3%0.001%Search for SEC Filing on Google Icon
5/2/2026Anchor Investment Management LLC38,632$3.63M0.3%+1.1%0.002%Search for SEC Filing on Google Icon
5/2/2026Associated Banc Corp507,705$47.71M1.3%+0.7%0.029%Search for SEC Filing on Google Icon
5/2/2026ARQ Wealth Advisors LLC48,710$4.58M0.8%+678.1%0.003%Search for SEC Filing on Google Icon
5/2/2026Diversify Wealth Management LLC33,564$3.06M0.1%+555.2%0.002%Search for SEC Filing on Google Icon
5/2/2026Valmark Advisers Inc.2,556$0.24M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/2/2026Pittenger & Anderson Inc.59,689$5.61M0.2%+4.9%0.003%Search for SEC Filing on Google Icon
5/2/2026Carnegie Investment Counsel843,977$77.27M1.5%+5.0%0.049%Search for SEC Filing on Google Icon
5/2/2026UNIVEST FINANCIAL Corp97,251$9.14M0.5%-16.7%0.006%Search for SEC Filing on Google Icon
5/1/2026180 Wealth Advisors LLC43,873$4.12M0.5%+0.7%0.003%Search for SEC Filing on Google Icon
5/1/2026Seneca House Advisors29,965$2.82M1.1%-35.7%0.002%Search for SEC Filing on Google Icon
5/1/2026Lincoln Capital LLC58,158$5.47M1.0%-3.2%0.003%Search for SEC Filing on Google Icon
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS389,089$36.57M0.2%+0.1%0.022%Search for SEC Filing on Google Icon
5/1/2026Ferguson Wellman Capital Management Inc.389,361$36.59M0.5%+17.9%0.022%Search for SEC Filing on Google Icon
5/1/2026Citizens Financial Group Inc. RI108,408$10.19M0.1%+1.4%0.006%Search for SEC Filing on Google Icon
5/1/2026Midwest Trust Co260,342$24.47M0.3%-0.8%0.015%Search for SEC Filing on Google Icon
5/1/2026Fifth Third Bancorp479,557$45.07M0.1%+238.8%0.028%Search for SEC Filing on Google Icon
5/1/2026Sovran Advisors LLC15,543$1.42M0.1%+6.5%0.001%Search for SEC Filing on Google Icon
5/1/2026Rossmore Private Capital46,454$4.37M0.4%-0.5%0.003%Search for SEC Filing on Google Icon
5/1/2026Markel Group Inc.1,383,800$130.05M1.1%+0.6%0.080%Search for SEC Filing on Google Icon
5/1/2026Van Cleef Asset Management Inc144,834$13.61M1.5%-0.1%0.008%Search for SEC Filing on Google Icon
5/1/2026Simplicity Wealth LLC6,196$0.58M0.0%+17.1%0.000%Search for SEC Filing on Google Icon
5/1/2026Candriam S.C.A.764,475$71.85M0.4%+14.9%0.044%Search for SEC Filing on Google Icon
5/1/2026Spectrum Financial Alliance Ltd LLC82,419$7.75M1.5%-2.1%0.005%Search for SEC Filing on Google Icon
5/1/2026Conning Inc.56,409$5.30M0.2%-0.8%0.003%Search for SEC Filing on Google Icon
5/1/2026Sequoia Financial Advisors LLC343,001$32.24M0.2%-4.5%0.020%Search for SEC Filing on Google Icon
5/1/2026Independence Bank of Kentucky9,560$0.90M0.1%-6.1%0.001%Search for SEC Filing on Google Icon
5/1/2026Relyea Zuckerberg Hanson LLC6,917$0.65M0.1%+15.9%0.000%Search for SEC Filing on Google Icon
5/1/2026Cedar Mountain Advisors LLC616$58K0.0%+44.6%0.000%Search for SEC Filing on Google Icon
5/1/2026Carmel Capital Partners LLC32,914$3.09M1.1%-5.5%0.002%Search for SEC Filing on Google Icon
4/30/2026Equitable Trust Co.11,733$1.10M0.1%+4.7%0.001%Search for SEC Filing on Google Icon
4/30/2026Summit Securities Group LLC275$26K0.0%-88.9%0.000%Search for SEC Filing on Google Icon
4/30/2026Accredited Investors Inc.7,286$0.69M0.0%-7.6%0.000%Search for SEC Filing on Google Icon
4/30/2026Meadow Creek Wealth Advisors LLC2,593$0.24M0.2%N/A0.000%Search for SEC Filing on Google Icon
4/30/2026Peterson Wealth Services4,124$0.39M0.1%+19.3%0.000%Search for SEC Filing on Google Icon
4/30/2026Financial Freedom LLC485$46K0.0%N/A0.000%Search for SEC Filing on Google Icon
4/30/2026Main Street Research LLC46,360$4.36M0.3%+45.9%0.003%Search for SEC Filing on Google Icon
4/30/2026Valued Wealth Advisors LLC466$44K0.0%+38.3%0.000%Search for SEC Filing on Google Icon
4/30/2026Ibex Wealth Advisors59,355$5.58M0.5%+11.8%0.003%Search for SEC Filing on Google Icon
4/30/2026Kestra Advisory Services LLC164,777$15.49M0.1%-0.3%0.009%Search for SEC Filing on Google Icon
4/30/2026Sumitomo Mitsui Trust Group Inc.3,552,425$333.86M0.2%-7.1%0.204%Search for SEC Filing on Google Icon
4/30/2026Resona Asset Management Co. Ltd.533,498$50.05M0.2%+0.1%0.031%Search for SEC Filing on Google Icon
4/30/2026Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.1,985$0.19M0.5%-35.3%0.000%Search for SEC Filing on Google Icon
4/30/2026Hoertkorn Richard Charles46,920$4.41M3.6%-44.5%0.003%Search for SEC Filing on Google Icon
4/30/2026Munich Reinsurance Co Stock Corp in Munich145,410$13.67M0.3%+41.0%0.008%Search for SEC Filing on Google Icon
4/30/2026Seelaus Asset Management LLC2,171$0.20M0.1%N/A0.000%Search for SEC Filing on Google Icon
4/30/2026Frank Rimerman Advisors LLC19,784$1.86M0.1%-20.5%0.001%Search for SEC Filing on Google Icon
4/30/2026Stenger Family Office LLC32,790$3.08M0.6%+7.2%0.002%Search for SEC Filing on Google Icon
4/29/2026Childress Capital Advisors LLC5,073$0.48M0.1%-8.4%0.000%Search for SEC Filing on Google Icon
4/29/2026Jericho Financial LLP6,072$0.57M0.4%-10.2%0.000%Search for SEC Filing on Google Icon
4/29/2026Duncker Streett & Co. Inc.540$51K0.0%+918.9%0.000%Search for SEC Filing on Google Icon
4/29/2026Montag A & Associates Inc.43,980$4.13M0.2%-1.5%0.003%Search for SEC Filing on Google Icon
4/29/2026Nicholas Hoffman & Company LLC.13,528$1.27M0.0%-16.5%0.001%Search for SEC Filing on Google Icon
4/29/2026WealthPLAN Partners LLC6,115$0.58M0.1%+16.7%0.000%Search for SEC Filing on Google Icon
4/29/2026Fishman Jay A Ltd. MI62,120$5.84M0.5%N/A0.004%Search for SEC Filing on Google Icon
4/29/2026Bank of Stockton12,722$1.20M0.4%+3.2%0.001%Search for SEC Filing on Google Icon
4/29/2026Clearwave Capital LLC3,984$0.37M0.3%+23.0%0.000%Search for SEC Filing on Google Icon
4/29/2026Resonant Capital Advisors LLC35,691$3.35M0.2%+3.6%0.002%Search for SEC Filing on Google Icon
4/29/2026United Asset Strategies Inc.196,638$18.48M1.5%+4.1%0.011%Search for SEC Filing on Google Icon
4/29/2026Unified Investment Management7,389$0.69M0.7%+4.8%0.000%Search for SEC Filing on Google Icon
4/29/2026Burney Co.116,065$10.91M0.3%-35.7%0.007%Search for SEC Filing on Google Icon
4/29/2026Swedbank AB796,022$74.81M0.1%+1.0%0.046%Search for SEC Filing on Google Icon
4/29/2026Integrated Advisors Network LLC37,458$3.52M0.2%-50.0%0.002%Search for SEC Filing on Google Icon
4/29/2026Sage Rhino Capital LLC10,755$1.01M0.2%-2.4%0.001%Search for SEC Filing on Google Icon
4/29/2026Baxter Bros Inc.150,771$14.17M1.7%+8.9%0.009%Search for SEC Filing on Google Icon
4/29/2026Greatmark Investment Partners Inc.333,287$31.32M3.7%-0.3%0.019%Search for SEC Filing on Google Icon
4/29/2026Kiley Juergens Wealth Management LLC4,698$0.44M0.1%N/A0.000%Search for SEC Filing on Google Icon
4/29/2026Dumont & Blake Investment Advisors LLC11,449$1.08M0.3%-1.3%0.001%Search for SEC Filing on Google Icon
4/29/2026Canvas Wealth Advisors LLC6,306$0.59M0.1%-29.5%0.000%Search for SEC Filing on Google Icon
4/28/2026Cypress Capital LLC28,756$2.70M0.8%-1.1%0.002%Search for SEC Filing on Google Icon
4/28/2026Busey Bank264,151$24.83M0.7%+2.0%0.015%Search for SEC Filing on Google Icon
4/28/2026Kathmere Capital Management LLC10,227$0.96M0.1%+31.2%0.001%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: $92.31
Low: $91.50
High: $92.83

50 Day Range

MA: $93.87
Low: $88.53
High: $100.33

52 Week Range

Now: $92.31
Low: $82.40
High: $107.50

Volume

2,032,606 shs

Average Volume

10,781,971 shs

Market Capitalization

$160.44 billion

P/E Ratio

18.31

Dividend Yield

1.40%

Beta

0.8

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. Charles Schwab (Major Shareholder)
  4. Walter W Bettinger (Insider)
  5. Walter W Bettinger (CEO)
  6. Walter W Bettinger (Chairman)
  7. Walter Bettinger (CEO)
  8. Christopher V Dodds (Director)
  9. Walter W Bettinger (CEO)
  10. 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:
  1. Sumitomo Mitsui Trust Group Inc. — 0.20%
  2. Principal Financial Group Inc. — 0.16%
  3. Fort Washington Investment Advisors Inc. OH — 0.15%
  4. Markel Group Inc. — 0.08%
  5. Vaughan Nelson Investment Management L.P. — 0.08%
  6. New York State Teachers Retirement System — 0.07%
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. Y Intercept Hong Kong Ltd
  2. Principal Financial Group Inc.
  3. Sumitomo Mitsui Trust Group Inc.
  4. New York State Teachers Retirement System
  5. Burney Co.
  6. Strs Ohio
  7. Lansforsakringar Fondforvaltning AB publ
  8. Pictet Asset Management Holding SA
In the last year, company insiders that have sold Charles Schwab company stock include:
  1. Walter W Bettinger (Chairman)
  2. Christopher V Dodds (Director)
  3. Frank C Herringer (Director)
  4. Paula A Sneed (Director)
  5. Nigel J Murtagh (Insider)
  6. Paul V Woolway (Insider)
  7. Jonathan S Beatty (Insider)
  8. Dennis Howard (Insider)
  9. Jonathan M Craig (Insider)
  10. 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:
  1. Vaughan Nelson Investment Management L.P.
  2. Fifth Third Bancorp
  3. OP Asset Management Ltd
  4. Fjarde AP Fonden Fourth Swedish National Pension Fund
  5. Candriam S.C.A.
  6. Private Wealth Partners LLC
  7. Venturi Wealth Management LLC
  8. Adams Diversified Equity Fund Inc.
During the previous year, these company insiders have bought Charles Schwab stock:
  1. Walter W Bettinger (CEO)
  2. Richard A Wurster (President)
Learn More investors buying Charles Schwab stock.