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SCHW Insider Trading (The Charles Schwab)

Insider Ownership Percentage: 10.80%
Insider Buying (Last 12 Months): $296,268.02
Insider Selling (Last 12 Months): $238,672,532.19

The Charles Schwab Insider Trading History Chart

The Charles Schwab Share Price & Price History

$73.25
▲ +2.82 (4.00%)
As of 05/14/2021 01:00 AM ET
Days: 30 | 90 | 365
Learn How to Analyze Your Market and Trading Plan
Custom-design an options strategy to fit your market outlook. This guide goes beyond the basics to help you understand how to evaluate a strategy’s risk and reward. Start with your market outlook, then hone in on your strategy based on the risk you’re willing to take.
Download Your FREE Options Trading Strategy Guide today!
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The Charles Schwab Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
5/14/2021Charles R SchwabChairmanSell44,380$72.00$3,195,360.00View SEC Filing Icon  
5/14/2021Walter W BettingerCEOSell49,788$72.47$3,608,136.36241,684View SEC Filing Icon  
5/10/2021Walter W BettingerCEOSell20,483$72.48$1,484,607.84
5/6/2021Joseph R MartinettoCOOSell16,433$70.62$1,160,498.46View SEC Filing Icon  
5/6/2021Walter W. BettingerCEOSell124,670$71.44$8,906,424.80332,583View SEC Filing Icon  
4/29/2021Joseph R MartinettoCOOSell255,321$71.70$18,306,515.70
4/29/2021Peter B CrawfordCFOSell3,500$71.68$250,880.00
4/29/2021Peter J Morgan IIIEVPSell7,321$70.85$518,692.8515,679View SEC Filing Icon  
4/29/2021Walter W BettingerCEOSell242,002$70.68$17,104,701.36332,584View SEC Filing Icon  
4/28/2021Charles R SchwabChairmanSell100,000$69.87$6,987,000.00View SEC Filing Icon  
4/27/2021Jonathan M CraigEVPSell8,424$69.00$581,256.00View SEC Filing Icon  
4/26/2021Charles R SchwabChairmanSell47,249$68.00$3,212,932.00View SEC Filing Icon  
4/22/2021Charles R SchwabChairmanSell300,000$65.59$19,677,000.00View SEC Filing Icon  
4/6/2021Jonathan M CraigEVPSell2,241$67.94$152,253.54View SEC Filing Icon  
3/12/2021Jonathan M CraigEVPSell8,423$67.01$564,425.23View SEC Filing Icon  
3/12/2021Peter B CrawfordCFOSell3,500$68.00$238,000.00798View SEC Filing Icon  
3/4/2021Bernard J ClarkEVPSell9,883$64.81$640,517.23View SEC Filing Icon  
2/24/2021Peter J Morgan IIIEVPSell14,612$64.11$936,775.3215,186View SEC Filing Icon  
2/22/2021Charles R SchwabChairmanSell266,000$62.61$16,654,260.00View SEC Filing Icon  
2/19/2021Jonathan M CraigEVPSell8,903$63.01$560,978.03View SEC Filing Icon  
2/18/2021Charles R SchwabChairmanSell70,000$60.91$4,263,700.00
2/16/2021Charles R SchwabChairmanSell300,000$60.93$18,279,000.00View SEC Filing Icon  
2/16/2021William S HarafDirectorSell7,866$61.25$481,792.5038,838View SEC Filing Icon  
2/12/2021Charles R SchwabChairmanSell325,000$57.82$18,791,500.00View SEC Filing Icon  
2/10/2021Mark A GoldfarbDirectorSell26,925$55.76$1,501,338.005,453View SEC Filing Icon  
2/4/2021Charles A RuffelDirectorBuy3,636$54.08$196,634.88
2/4/2021Charles R SchwabChairmanSell298,784$54.46$16,271,776.64
1/11/2021Bernard J ClarkEVPSell29,976$60.01$1,798,859.76View SEC Filing Icon  
1/6/2021Jonathan M CraigEVPSell7,316$55.94$409,257.04View SEC Filing Icon  
12/29/2020Jonathan M CraigEVPSell3,813$52.99$202,050.87View SEC Filing Icon  
12/24/2020Charles R SchwabChairmanSell98,870$52.05$5,146,183.50View SEC Filing Icon  
12/17/2020Charles R SchwabChairmanSell98,870$51.48$5,089,827.60View SEC Filing Icon  
12/10/2020Charles R SchwabChairmanSell98,870$49.86$4,929,658.20View SEC Filing Icon  
12/3/2020Charles R SchwabChairmanSell98,870$50.49$4,991,946.30View SEC Filing Icon  
12/1/2020Jonathan M CraigEVPSell13,272$50.35$668,245.20View SEC Filing Icon  
11/27/2020Charles R SchwabChairmanSell98,870$49.81$4,924,714.70View SEC Filing Icon  
11/19/2020Charles R SchwabChairmanSell98,870$46.87$4,634,036.90
11/18/2020Roger O WaltherDirectorSell28,100$49.23$1,383,363.0015,453View SEC Filing Icon  
11/17/2020Bernard J ClarkEVPSell101,188$48.83$4,941,010.04View SEC Filing Icon  
11/16/2020Charles R SchwabChairmanSell60,921$47.10$2,869,379.10View SEC Filing Icon  
11/16/2020Roger O WaltherDirectorSell20,000$46.11$922,200.0015,453View SEC Filing Icon  
11/13/2020Charles R SchwabChairmanSell22,120$45.17$999,160.40
11/11/2020Charles R SchwabChairmanSell180,879$47.10$8,519,400.90View SEC Filing Icon  
11/11/2020Christopher V DoddsDirectorSell9,307$46.54$433,147.787,381View SEC Filing Icon  
11/9/2020Charles R SchwabChairmanSell202,040$45.34$9,160,493.60View SEC Filing Icon  
11/6/2020Peter J Morgan IIIEVPSell3,521$41.38$145,698.988,358View SEC Filing Icon  
10/29/2020Charles R SchwabChairmanSell66,288$37.74$2,501,709.12View SEC Filing Icon  
10/20/2020Jonathan M CraigEVPSell6,326$40.00$253,040.00View SEC Filing Icon  
8/5/2020Charles R SchwabChairmanSell200,000$34.11$6,822,000.00View SEC Filing Icon  
7/30/2020Charles R SchwabChairmanSell65,056$33.19$2,159,208.64View SEC Filing Icon  
7/22/2020Charles A RuffelDirectorBuy2,854$34.91$99,633.147,751View SEC Filing Icon  
6/4/2020Jonathan M CraigEVPSell10,935$40.02$437,618.70View SEC Filing Icon  
4/27/2020Charles A RuffelDirectorBuy2,460$37.08$91,216.804,355View SEC Filing Icon  
4/21/2020Stephen T MclinDirectorSell11,082$35.61$394,630.027,297View SEC Filing Icon  
4/17/2020Mark A GoldfarbDirectorBuy5,530$36.18$200,075.403,771View SEC Filing Icon  
3/6/2020Bernard J ClarkEVPSell12,629$32.94$415,999.26View SEC Filing Icon  
2/13/2020Stephen T MclinDirectorSell5,364$47.29$253,663.567,297View SEC Filing Icon  
2/11/2020Charles R SchwabChairmanSell8,500$47.76$405,960.00View SEC Filing Icon  
2/3/2020Charles R SchwabChairmanSell220,000$45.73$10,060,600.00View SEC Filing Icon  
1/31/2020Peter J Morgan IIIEVPSell16,738$46.11$771,789.1820,313View SEC Filing Icon  
1/30/2020Charles R SchwabChairmanSell327,360$47.19$15,448,118.40View SEC Filing Icon  
1/15/2020Jonathan M CraigEVPSell3,162$47.33$149,657.46View SEC Filing Icon  
12/12/2019Bernard J ClarkEVPSell28,078$51.00$1,431,978.00View SEC Filing Icon  
11/29/2019Peter J Morgan IIIEVPSell624$49.70$31,012.8013,556View SEC Filing Icon  
11/26/2019Arun SarinDirectorSell15,000$49.11$736,650.003,771View SEC Filing Icon  
11/26/2019Charles R SchwabChairmanSell300,000$49.01$14,703,000.00View SEC Filing Icon  
11/26/2019Peter J Morgan IIIEVPSell2,500$49.02$122,550.0014,180View SEC Filing Icon  
10/15/2019Jonathan M CraigEVPSell3,740$38.97$145,747.80View SEC Filing Icon  
9/11/2019Charles R SchwabChairmanSell105,422$42.03$4,430,886.66View SEC Filing Icon  
9/5/2019Charles R SchwabChairmanSell105,422$40.08$4,225,313.76View SEC Filing Icon  
8/21/2019Stephen T MclinDirectorSell5,093$37.56$191,293.087,297View SEC Filing Icon  
8/5/2019Mark A GoldfarbDirectorBuy2,595$38.68$100,374.603,771View SEC Filing Icon  
7/15/2019Jonathan M CraigEVPSell3,740$40.20$150,348.00View SEC Filing Icon  
5/16/2019Stephen T MclinDirectorSell4,356$43.85$191,010.607,592View SEC Filing Icon  
5/3/2019Charles A RuffelDirectorBuy2,500$46.10$115,250.00788View SEC Filing Icon  
5/3/2019Charles R SchwabChairmanSell56,280$46.27$2,604,075.60View SEC Filing Icon  
4/29/2019Charles R SchwabChairmanSell250,000$45.97$11,492,500.00View SEC Filing Icon  
4/25/2019Charles R SchwabChairmanSell250,000$45.56$11,390,000.00View SEC Filing Icon  
4/22/2019Charles R SchwabChairmanSell250,000$45.29$11,322,500.00View SEC Filing Icon  
4/17/2019Nigel J MurtaghEVPSell23,200$45.70$1,060,240.0039,875View SEC Filing Icon  
4/16/2019Stephen T MclinDirectorSell4,000$45.59$182,360.007,592View SEC Filing Icon  
4/15/2019Jonathan M CraigEVPSell3,740$46.52$173,984.8066,190View SEC Filing Icon  
3/6/2019Terri R KallsenEVPSell16,346$45.93$750,771.78View SEC Filing Icon  
3/5/2019Marie A ChandohaCEOSell45,046$45.48$2,048,692.08View SEC Filing Icon  
3/4/2019Terri R KallsenEVPSell41,285$46.75$1,930,073.75View SEC Filing Icon  
2/1/2019Charles R SchwabChairmanSell250,000$47.04$11,760,000.00View SEC Filing Icon  
1/15/2019Jonathan M CraigEVPSell3,739$43.58$162,945.62View SEC Filing Icon  
12/26/2018Walter W BettingerInsiderBuy124,669$38.81$4,838,403.89335,093View SEC Filing Icon  
12/24/2018Walter W BettingerCEOBuy93,090$39.09$3,638,888.10335,093View SEC Filing Icon  
12/3/2018Terri R KallsenEVPSell4,913$46.09$226,440.17View SEC Filing Icon  
11/15/2018Charles R SchwabChairmanSell383,000$46.97$17,989,510.00View SEC Filing Icon  
11/5/2018Marie A ChandohaInsiderSell12,400$47.18$585,032.00View SEC Filing Icon  
10/16/2018Marie A ChandohaInsiderSell8,424$48.01$404,436.24View SEC Filing Icon  
10/15/2018Jonathan M CraigEVPSell2,629$48.84$128,400.36View SEC Filing Icon  
8/16/2018Christopher V DoddsDirectorSell15,718$51.14$803,818.527,592View SEC Filing Icon  
7/24/2018Charles R SchwabChairmanSell190,500$52.75$10,048,875.00View SEC Filing Icon  
6/15/2018Jonathan M CraigEVPSell2,629$56.03$147,302.87View SEC Filing Icon  
6/1/2018Mark A GoldfarbDirectorSell2,174$56.67$123,200.585,045View SEC Filing Icon  
5/30/2018Marie A ChandohaInsiderSell10,000$56.00$560,000.00View SEC Filing Icon  
5/21/2018Charles R SchwabChairmanSell210,750$59.45$12,529,087.50View SEC Filing Icon  
5/21/2018Jonathan M CraigEVPSell10,000$60.00$600,000.00View SEC Filing Icon  
5/21/2018Walter W BettingerInsiderSell113,832$59.72$6,798,047.04355,835View SEC Filing Icon  
5/16/2018Charles R SchwabChairmanSell101,970$59.13$6,029,486.10View SEC Filing Icon  
See Full Table

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

77.47% of The Charles Schwab stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

The Charles Schwab Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2021Brown Advisory Securities LLC140,764$9.18M1.6%+3.6%0.008%Search for SEC Filing on Google Icon
5/14/2021Brown Advisory Inc.2,237,184$145.82M0.2%+10.8%0.124%Search for SEC Filing on Google Icon
5/14/2021Profund Advisors LLC22,841$1.49M0.1%+23.9%0.001%Search for SEC Filing on Google Icon
5/14/2021Citizens Financial Group Inc RI170,370$11.11M0.6%-1.3%0.009%Search for SEC Filing on Google Icon
5/14/2021MML Investors Services LLC70,310$4.58M0.0%+7.0%0.004%Search for SEC Filing on Google Icon
5/14/2021Westwood Holdings Group Inc.2,120,009$138.18M1.4%+29.7%0.117%Search for SEC Filing on Google Icon
5/14/2021GHP Investment Advisors Inc.30,019$1.96M0.2%+1.9%0.002%Search for SEC Filing on Google Icon
5/14/2021Stephens Inc. AR64,723$4.22M0.1%-27.0%0.004%Search for SEC Filing on Google Icon
5/14/2021Mission Creek Capital Partners Inc.16,699$1.09M0.2%+13.2%0.001%Search for SEC Filing on Google Icon
5/14/2021Castleark Management LLC508,560$33.15M1.2%+5,333.3%0.028%Search for SEC Filing on Google Icon
5/14/2021Founders Financial Alliance LLC1,001$65K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/14/2021Aureus Asset Management LLC420,314$27.40M2.1%+2.8%0.023%Search for SEC Filing on Google Icon
5/14/2021Gamco Investors INC. ET AL122,455$7.98M0.1%-0.5%0.007%Search for SEC Filing on Google Icon
5/14/2021Gabelli Funds LLC67,000$4.37M0.0%-15.2%0.004%Search for SEC Filing on Google Icon
5/14/2021Caisse DE Depot ET Placement DU Quebec2,524,658$164.56M0.4%-37.9%0.140%Search for SEC Filing on Google Icon
5/14/2021Heron Bay Capital Management50,506$3.29M2.0%+3.2%0.003%Search for SEC Filing on Google Icon
5/14/2021Pinebridge Investments L.P.50,763$3.31M0.0%N/A0.003%Search for SEC Filing on Google Icon
5/14/2021Eqis Capital Management Inc.32,675$2.13M0.2%-17.8%0.002%Search for SEC Filing on Google Icon
5/14/2021Mizuho Markets Americas LLC9,314$0.61M0.1%N/A0.001%Search for SEC Filing on Google Icon
5/14/2021Nomura Asset Management Co. Ltd.371,613$24.22M0.2%+26.6%0.021%Search for SEC Filing on Google Icon
5/14/2021Cambiar Investors LLC524,779$34.21M1.2%-14.3%0.029%Search for SEC Filing on Google Icon
5/14/2021Johnson Investment Counsel Inc.29,030$1.89M0.0%-7.2%0.002%Search for SEC Filing on Google Icon
5/14/2021AGF Investments LLC9,945$0.65M0.1%-34.8%0.001%Search for SEC Filing on Google Icon
5/14/2021Public Employees Retirement System of Ohio886,934$57.81M0.2%+9.0%0.049%Search for SEC Filing on Google Icon
5/14/2021AGF Investments Inc.10,764$0.70M0.0%-10.2%0.001%Search for SEC Filing on Google Icon
5/14/2021Curated Wealth Partners LLC4,819$0.31M0.2%-25.1%0.000%Search for SEC Filing on Google Icon
5/14/2021Lazard Asset Management LLC1,179,808$76.90M0.1%-81.8%0.065%Search for SEC Filing on Google Icon
5/14/2021Horizon Investments LLC62,270$4.06M0.1%+316.7%0.003%Search for SEC Filing on Google Icon
5/14/2021FIL Ltd1,914,862$124.81M0.1%+82.4%0.106%Search for SEC Filing on Google Icon
5/14/2021Laurel Wealth Advisors Inc.8,461$0.55M0.1%+11.1%0.000%Search for SEC Filing on Google Icon
5/14/2021Dimensional Fund Advisors LP5,725,005$373.14M0.1%-0.5%0.317%Search for SEC Filing on Google Icon
5/14/2021Barr E S & Co.617,217$40.23M3.2%-1.7%0.034%Search for SEC Filing on Google Icon
5/14/2021Stonebridge Capital Advisors LLC50,305$3.28M0.4%-3.9%0.003%Search for SEC Filing on Google Icon
5/14/2021Family Management Corp3,072$0.20M0.1%N/A0.000%Search for SEC Filing on Google Icon
5/14/2021First Manhattan Co.343,714$22.40M0.1%+0.2%0.019%Search for SEC Filing on Google Icon
5/14/2021APG Asset Management N.V.5,249,145$291.11M0.5%-15.2%0.290%Search for SEC Filing on Google Icon
5/14/2021Flputnam Investment Management Co.333,910$21.76M1.0%-6.9%0.018%Search for SEC Filing on Google Icon
5/14/2021Montag A & Associates Inc.833$54K0.0%-78.3%0.000%Search for SEC Filing on Google Icon
5/14/2021Lee Capital Holdings LLC16,740$1.09M0.5%+1.8%0.001%Search for SEC Filing on Google Icon
5/14/2021Vident Investment Advisory LLC54,223$3.53M0.1%+199.6%0.003%Search for SEC Filing on Google Icon
5/14/2021CIBC Asset Management Inc225,832$14.72M0.1%-9.1%0.012%Search for SEC Filing on Google Icon
5/14/2021Clearstead Advisors LLC7,104$0.46M0.0%+10.5%0.000%Search for SEC Filing on Google Icon
5/14/2021Wealthfront Advisers LLC35,307$2.30M0.0%+7.7%0.002%Search for SEC Filing on Google Icon
5/14/2021Moneta Group Investment Advisors LLC3,621$0.24M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/14/2021Financial Avengers Inc.163,305$10.64M8.0%+1.8%0.009%Search for SEC Filing on Google Icon
5/14/2021TD Asset Management Inc.700,807$45.68M0.1%-0.3%0.039%Search for SEC Filing on Google Icon
5/14/2021Covington Capital Management278,025$18.12M0.8%-1.8%0.015%Search for SEC Filing on Google Icon
5/14/2021Nicholas Company Inc.909,350$59.27M1.1%-23.9%0.050%Search for SEC Filing on Google Icon
5/14/2021Hoylecohen LLC47,754$3.11M0.3%+2.7%0.003%Search for SEC Filing on Google Icon
5/14/2021UBS Asset Management Americas Inc.7,168,205$467.22M0.2%+30.2%0.397%Search for SEC Filing on Google Icon
5/14/2021Elgethun Capital Management144,482$9.42M3.7%-3.1%0.008%Search for SEC Filing on Google Icon
5/14/2021Concentric Wealth Management LLC6,453$0.42M0.1%-2.6%0.000%Search for SEC Filing on Google Icon
5/14/2021K.J. Harrison & Partners Inc40,583$2.65M0.4%-33.7%0.002%Search for SEC Filing on Google Icon
5/14/2021Westshore Wealth LLC4,239$0.28M0.2%N/A0.000%Search for SEC Filing on Google Icon
5/14/2021National Pension Service2,039,597$132.94M0.3%+5.6%0.113%Search for SEC Filing on Google Icon
5/14/2021Sequoia Financial Advisors LLC5,512$0.36M0.0%-7.1%0.000%Search for SEC Filing on Google Icon
5/14/2021Nuance Investments LLC13,004$0.85M0.0%-99.3%0.001%Search for SEC Filing on Google Icon
5/14/2021Mizuho Securities Co. Ltd.4,870$0.32M0.1%N/A0.000%Search for SEC Filing on Google Icon
5/14/2021Stifel Financial Corp1,114,503$72.64M0.1%+1.1%0.062%Search for SEC Filing on Google Icon
5/14/2021Dynamic Technology Lab Private Ltd23,663$1.54M0.2%N/A0.001%Search for SEC Filing on Google Icon
5/14/2021Rothschild & Co. Asset Management US Inc.1,728,566$112.67M1.4%-9.7%0.096%Search for SEC Filing on Google Icon
5/14/2021O Shaughnessy Asset Management LLC11,571$0.75M0.0%+30.8%0.001%Search for SEC Filing on Google Icon
5/14/2021London Co. of Virginia1,376,754$89.74M0.5%+0.2%0.076%Search for SEC Filing on Google Icon
5/14/2021Meiji Yasuda Asset Management Co Ltd.98,384$6.41M0.5%+20.1%0.005%Search for SEC Filing on Google Icon
5/14/2021Meiji Yasuda Life Insurance Co38,280$2.50M0.0%+15.7%0.002%Search for SEC Filing on Google Icon
5/14/2021Crawford Investment Counsel Inc.3,742$0.24M0.0%-7.5%0.000%Search for SEC Filing on Google Icon
5/14/2021Quantbot Technologies LP31,013$2.02M0.2%N/A0.002%Search for SEC Filing on Google Icon
5/14/2021Brown Capital Management LLC17,483$1.14M0.0%-16.3%0.001%Search for SEC Filing on Google Icon
5/14/2021Smith Moore & CO.10,413$0.68M0.1%-3.2%0.001%Search for SEC Filing on Google Icon
5/14/2021Primecap Management Co. CA29,412,279$1.92B1.3%+3.3%1.628%Search for SEC Filing on Google Icon
5/13/2021GoalVest Advisory LLC3,568$0.23M0.2%N/A0.000%Search for SEC Filing on Google Icon
5/13/2021Clearbridge Investments LLC3,124,123$203.63M0.2%+17.8%0.173%Search for SEC Filing on Google Icon
5/13/2021Bessemer Group Inc.4,922,806$320.87M0.8%+63.0%0.272%Search for SEC Filing on Google Icon
5/13/2021Davis Selected Advisers912,314$59.47M0.3%+0.3%0.050%Search for SEC Filing on Google Icon
5/13/2021Guggenheim Capital LLC92,893$6.06M0.0%+0.7%0.005%Search for SEC Filing on Google Icon
5/13/2021Capitolis Advisors LLC168,464$10.98M0.2%-77.3%0.009%Search for SEC Filing on Google Icon
5/13/2021Franklin Resources Inc.5,271,402$343.59M0.1%+0.1%0.292%Search for SEC Filing on Google Icon
5/13/2021QS Investors LLC22,406$1.46M0.0%+6.7%0.001%Search for SEC Filing on Google Icon
5/13/2021Wolverine Asset Management LLC757$49K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/13/2021Trexquant Investment LP85,060$5.54M0.5%+79.7%0.005%Search for SEC Filing on Google Icon
5/13/2021Edge Capital Group LLC3,853$0.25M0.0%-15.5%0.000%Search for SEC Filing on Google Icon
5/13/2021Axiom Investment Management LLC11,882$0.77M0.2%+1,079.9%0.001%Search for SEC Filing on Google Icon
5/13/2021Ambassador Advisors LLC15,295$1M0.2%N/A0.001%Search for SEC Filing on Google Icon
5/13/2021ARK Investment Management LLC714,287$46.56M0.1%+46.9%0.040%Search for SEC Filing on Google Icon
5/13/2021AlphaCrest Capital Management LLC59,388$3.87M0.2%+359.9%0.003%Search for SEC Filing on Google Icon
5/13/2021Souders Financial Advisors3,540$0.23M0.1%N/A0.000%Search for SEC Filing on Google Icon
5/13/2021Elmwood Wealth Management Inc.11,171$0.73M0.4%N/A0.001%Search for SEC Filing on Google Icon
5/13/2021Sawtooth Solutions LLC4,674$0.31M0.1%-90.5%0.000%Search for SEC Filing on Google Icon
5/13/2021Neumann Capital Management LLC17,343$1.13M0.5%-1.1%0.001%Search for SEC Filing on Google Icon
5/13/2021Weitz Investment Management Inc.1,410,000$91.90M4.1%-15.2%0.078%Search for SEC Filing on Google Icon
5/13/2021Mutual of America Capital Management LLC193,825$12.63M0.1%+3.3%0.011%Search for SEC Filing on Google Icon
5/13/2021Avalon Investment & Advisory14,374$0.94M0.0%-2.3%0.001%Search for SEC Filing on Google Icon
5/13/2021CSat Investment Advisory L.P.47,839$3.12M2.6%-39.3%0.003%Search for SEC Filing on Google Icon
5/13/2021Amalgamated Bank76,690$5M0.2%-3.5%0.004%Search for SEC Filing on Google Icon
5/13/2021Cornerstone Advisors LLC92,000$6M0.5%N/A0.005%Search for SEC Filing on Google Icon
5/13/2021Neuberger Berman Group LLC1,535,716$99.79M0.1%+32.3%0.085%Search for SEC Filing on Google Icon
5/13/2021Becker Capital Management Inc.772,703$50.37M2.3%-5.7%0.043%Search for SEC Filing on Google Icon
5/13/2021LS Investment Advisors LLC26,572$1.73M0.1%-4.2%0.001%Search for SEC Filing on Google Icon
5/13/2021KCM Investment Advisors LLC42,424$2.77M0.1%+4.1%0.002%Search for SEC Filing on Google Icon
5/13/2021Public Employees Retirement Association of Colorado273,917$17.85M0.1%-0.6%0.015%Search for SEC Filing on Google Icon
Data available starting January 2016

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

Today's Range

Now: $73.25
$70.62
$73.37

50 Day Range

MA: $67.74
$63.69
$71.75

52 Week Range

Now: $73.25
$31.63
$73.37

Volume

8,843,475 shs

Average Volume

8,187,352 shs

Market Capitalization

$132.37 billion

P/E Ratio

33.91

Dividend Yield

1.02%

Beta

1.17

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

The Charles Schwab's top insider shareholders include:
  1. Walter W Bettinger (CEO)
  2. Walter W Bettinger (CEO)
  3. William S Haraf (Director)
  4. Peter J Morgan III (EVP)
  5. Roger O Walther (Director)
  6. Charles A Ruffel (Director)
  7. Stephen T Mclin (Director)
  8. Christopher V Dodds (Director)
  9. Mark A Goldfarb (Director)
  10. Arun Sarin (Director)
  11. Peter B Crawford (CFO)
  12. Bernard J Clark (EVP)
  13. Charles R Schwab (Chairman)
  14. Jonathan M Craig (EVP)
  15. Joseph R Martinetto (COO)

Who are the major institutional investors of The Charles Schwab?

The Charles Schwab's top institutional investors include:
  1. BlackRock Inc. — 5.97%
  2. Massachusetts Financial Services Co. MA — 1.93%
  3. Primecap Management Co. CA — 1.63%
  4. Geode Capital Management LLC — 1.23%
  5. Alliancebernstein L.P. — 1.15%
  6. Northern Trust Corp — 1.01%

Which major investors are selling The Charles Schwab stock?

In the previous quarter, SCHW stock was sold by these institutional investors:
  1. Lazard Asset Management LLC
  2. Diamond Hill Capital Management Inc.
  3. Nuance Investments LLC
  4. Caisse DE Depot ET Placement DU Quebec
  5. Principal Financial Group Inc.
  6. Alliancebernstein L.P.
  7. Van ECK Associates Corp
  8. New York State Common Retirement Fund
In the last year, company insiders that have sold The Charles Schwab company stock include:
  1. Walter W Bettinger (CEO)
  2. Walter W Bettinger (CEO)
  3. William S Haraf (Director)
  4. Peter J Morgan III (EVP)
  5. Roger O Walther (Director)
  6. Charles A Ruffel (Director)
  7. Stephen T Mclin (Director)
  8. Christopher V Dodds (Director)
  9. Mark A Goldfarb (Director)
  10. Arun Sarin (Director)
  11. Peter B Crawford (CFO)
  12. Bernard J Clark (EVP)

Which major investors are buying The Charles Schwab stock?

In the previous quarter, SCHW stock was purchased by institutional investors including:
  1. Artisan Partners Limited Partnership
  2. BlackRock Inc.
  3. Massachusetts Financial Services Co. MA
  4. Bessemer Group Inc.
  5. Tesco Pension Investment Ltd
  6. UBS Asset Management Americas Inc.
  7. Sei Investments Co.
  8. Primecap Management Co. CA
During the previous year, these company insiders have bought The Charles Schwab stock:
  1. Walter W Bettinger (CEO)
  2. Walter W Bettinger (CEO)
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