How to camouflage a factory of 53,000 workers

"If I Had To Pour Every Single Penny of My Retirement Into Just ONE STOCK..." The former Goldman Sachs VP – who called everything from Microsoft's 1,100% surge... to the death of the 60/40 portfolio – is now stepping forward with his most explicit message yet: "Make this ONE STOCK the cornerstone of your portfolio."

SCHW Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 6.60%

Insider Buying (Last 12 Months): $50,438.15

Insider Selling (Last 12 Months): $38,138,346.17

Charles Schwab Insider Trading History Chart

Charles Schwab Share Price & Price History

^$75.40

▲ +0.17 (0.23%)

As of 04/24/2024 11:34 AM ET

Days: 30 | 90 | 365

SHOCKING Crypto Leak…

From Crypto 101 Media | Ad

A shocking leak has revealed tech giant Microsoft's plans to add crypto support to future products. If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE… The coupling of gaming and cryptocurrency could absolutely transform digital finance as we know it in 2024.

Claim your free seat by clicking here now.

Charles Schwab Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
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
10/24/2023	Paula A. Sneed	Director	Sell	6,918	$49.98	$345,761.64	112,398
9/18/2023	Peter B. Crawford	CFO	Sell	3,792	$57.31	$217,319.52	44,725
8/29/2023	Peter J. Morgan, III	General Counsel	Sell	8,000	$59.61	$476,880.00	8,014
8/17/2023	Charles A. Ruffel	Director	Buy	833	$60.55	$50,438.15	3,386
7/26/2023	Charles R Schwab	Chairman	Sell	75,760	$66.60	$5,045,616.00	59,672,778
7/24/2023	Charles R Schwab	Chairman	Sell	72,047	$66.66	$4,802,653.02	59,748,538
5/22/2023	Charles R Schwab	Chairman	Sell	77,640	$51.76	$4,018,646.40	59,771,278
3/28/2023	Marianne Catherine Brown	Director	Buy	5,000	$53.47	$267,350.00	9,984
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

SHOCKING Crypto Leak…

From Crypto 101 Media | Ad

Claim your free seat by clicking here now.

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
4/23/2024	Busey Bank	208,252	$15.07M	0.5%	+1.3%	0.012%
4/23/2024	BSW Wealth Partners	4,509	$0.33M	0.1%	-4.3%	0.000%
4/23/2024	Sky Investment Group LLC	4,585	$0.33M	0.1%	+37.1%	0.000%
4/23/2024	Milestone Asset Management LLC	4,609	$0.33M	0.1%	N/A	0.000%
4/23/2024	Global Retirement Partners LLC	22,116	$1.60M	0.1%	+7.3%	0.001%
4/23/2024	Sweet Financial Partners LLC	4,430	$0.32M	0.1%	+3.5%	0.000%
4/23/2024	LaFleur & Godfrey LLC	101,105	$7.31M	1.1%	-10.2%	0.006%
4/23/2024	Louisiana State Employees Retirement System	86,600	$6.27M	0.1%	-3.8%	0.005%
4/23/2024	Sage Mountain Advisors LLC	5,200	$0.38M	0.0%	+7.6%	0.000%
4/23/2024	Hamel Associates Inc.	13,395	$0.97M	0.3%	+4.7%	0.001%
4/23/2024	United Asset Strategies Inc.	178,702	$12.93M	1.3%	-5.1%	0.010%
4/23/2024	WASHINGTON TRUST Co	1,149	$83K	0.0%	+115.2%	0.000%
4/23/2024	AllGen Financial Advisors Inc.	28,179	$2.04M	0.8%	-6.8%	0.002%
4/23/2024	Venturi Wealth Management LLC	7,170	$0.52M	0.0%	-34.2%	0.000%
4/23/2024	Canvas Wealth Advisors LLC	26,080	$1.89M	0.6%	-14.1%	0.001%
4/23/2024	Live Oak Private Wealth LLC	216,715	$15.68M	2.7%	+5.1%	0.012%
4/23/2024	Community Financial Services Group LLC	75,479	$5.46M	1.2%	N/A	0.004%
4/23/2024	Spectrum Asset Management Inc. NB CA	76,139	$5.51M	2.4%	+8.8%	0.004%
4/23/2024	Amalgamated Bank	307,755	$22.26M	0.2%	-14.2%	0.017%
4/23/2024	Gradient Investments LLC	225,207	$16.29M	0.4%	-55.7%	0.013%
4/23/2024	New Mexico Educational Retirement Board	74,987	$5.43M	0.2%	-3.0%	0.004%
4/23/2024	Bluesphere Advisors LLC	2,900	$0.21M	0.1%	N/A	0.000%
4/23/2024	Fifth Third Bancorp	215,386	$15.58M	0.1%	+35.1%	0.012%
4/23/2024	Wesbanco Bank Inc.	4,252	$0.31M	0.0%	+13.8%	0.000%
4/23/2024	Summit Trail Advisors LLC	37,012	$2.68M	0.1%	+17.8%	0.002%
4/23/2024	Stablepoint Partners LLC	10,899	$0.79M	0.2%	-6.9%	0.001%
4/23/2024	Principle Wealth Partners LLC	50,942	$3.69M	0.3%	-0.4%	0.003%
4/23/2024	Cigna Investments Inc. New	15,698	$1.14M	0.2%	-1.2%	0.001%
4/23/2024	Hunter Perkins Capital Management LLC	80,740	$5.84M	1.2%	-19.2%	0.005%
4/23/2024	Strategic Blueprint LLC	11,708	$0.85M	0.1%	+15.1%	0.001%
4/23/2024	Bank of Stockton	8,163	$0.59M	0.2%	+4.8%	0.000%
4/23/2024	Accurate Wealth Management LLC	3,089	$0.23M	0.1%	-28.9%	0.000%
4/23/2024	Hanson & Doremus Investment Management	127,441	$9.22M	1.5%	+3.6%	0.007%
4/23/2024	Herbst Group LLC	36,100	$2.61M	1.6%	-22.8%	0.002%
4/23/2024	Raymond James Financial Services Advisors Inc.	858,708	$62.12M	0.1%	-1.8%	0.048%
4/23/2024	Mount Vernon Associates Inc. MD	29,900	$2.16M	1.8%	+0.8%	0.002%
4/23/2024	Sutton Place Investors LLC	7,919	$0.57M	0.3%	+4.7%	0.000%
4/23/2024	Prospect Financial Services LLC	2,820	$0.20M	0.2%	N/A	0.000%
4/22/2024	Nicholas Hoffman & Company LLC.	20,511	$1.48M	0.1%	-1.0%	0.001%
4/22/2024	Confluence Wealth Services Inc.	2,954	$0.21M	0.0%	-9.6%	0.000%
4/22/2024	Rovin Capital UT ADV	10,093	$0.73M	0.3%	-6.0%	0.001%
4/22/2024	Chaney Capital Management Inc.	20,923	$1.51M	1.2%	+7.7%	0.001%
4/22/2024	Intrinsic Value Partners LLC	56,226	$4.07M	4.3%	-0.9%	0.003%
4/22/2024	Harbour Trust & Investment Management Co	3,727	$0.27M	0.0%	-21.2%	0.000%
4/22/2024	Harfst & Associates Inc.	45,542	$3.30M	1.6%	-1.1%	0.003%
4/22/2024	Greystone Financial Group LLC	6,875	$0.50M	0.1%	+17.3%	0.000%
4/22/2024	HF Advisory Group LLC	37,290	$2.70M	1.5%	+21.0%	0.002%
4/22/2024	PFG Investments LLC	21,425	$1.55M	0.1%	+280.3%	0.001%
4/22/2024	Altfest L J & Co. Inc.	14,918	$1.08M	0.2%	-46.3%	0.001%
4/22/2024	Parsons Capital Management Inc. RI	16,995	$1.23M	0.1%	N/A	0.001%
4/22/2024	Drive Wealth Management LLC	9,290	$0.67M	0.2%	-12.1%	0.001%
4/22/2024	Raymond James & Associates	1,707,756	$123.54M	0.1%	+10.2%	0.096%
4/22/2024	Signature Wealth Management Group	23,836	$1.75M	0.8%	+10.4%	0.001%
4/22/2024	Westbourne Investment Advisors Inc.	120,465	$8.71M	3.2%	+0.7%	0.007%
4/22/2024	IFM Investors Pty Ltd	295,575	$21.38M	0.2%	-0.4%	0.017%
4/22/2024	Eagle Bluffs Wealth Management LLC	38,252	$2.77M	1.7%	N/A	0.002%
4/20/2024	Maryland State Retirement & Pension System	116,372	$8.43M	0.2%	+0.9%	0.007%
4/20/2024	Mezzasalma Advisors LLC	74,974	$5.42M	2.6%	+10.1%	0.004%
4/19/2024	Everett Harris & Co. CA	213,520	$15.45M	0.2%	-0.7%	0.012%
4/19/2024	Veracity Capital LLC	9,452	$0.68M	0.3%	+58.4%	0.001%
4/19/2024	Marshall Financial Group LLC	3,772	$0.27M	0.1%	+15.3%	0.000%
4/19/2024	Tran Capital Management L.P.	433,211	$31.34M	3.5%	+128.6%	0.024%
4/19/2024	AMI Asset Management Corp	1,109,909	$80.29M	4.1%	+7.5%	0.062%
4/19/2024	ZRC Wealth Management LLC	6,645	$0.48M	0.2%	-15.1%	0.000%
4/19/2024	Tempus Wealth Planning LLC	4,703	$0.34M	0.1%	+35.5%	0.000%
4/19/2024	First Trust Direct Indexing L.P.	33,794	$2.45M	0.2%	+12.0%	0.002%
4/19/2024	Massachusetts Wealth Management	5,825	$0.42M	0.3%	+5.0%	0.000%
4/19/2024	Norden Group LLC	17,358	$1.26M	0.0%	N/A	0.001%
4/19/2024	Valley National Advisers Inc.	72,354	$5.23M	0.8%	+1.7%	0.004%
4/19/2024	Redmont Wealth Advisors LLC	10,595	$0.77M	1.1%	+5.5%	0.001%
4/19/2024	State of Alaska Department of Revenue	161,482	$11.68M	0.1%	+0.5%	0.009%
4/19/2024	Dudley & Shanley Inc.	188,695	$13.65M	2.3%	N/A	0.011%
4/19/2024	Valeo Financial Advisors LLC	38,867	$2.81M	0.0%	-20.7%	0.002%
4/19/2024	Sumitomo Mitsui Trust Holdings Inc.	3,769,682	$272.70M	0.2%	+0.2%	0.212%
4/18/2024	MBM Wealth Consultants LLC	15,909	$1.15M	0.4%	+14.0%	0.001%
4/18/2024	SeaCrest Wealth Management LLC	15,855	$1.15M	0.1%	+1.3%	0.001%
4/18/2024	Oxinas Partners Wealth Management LLC	5,148	$0.37M	0.2%	-3.4%	0.000%
4/18/2024	West Oak Capital LLC	29,635	$2.14M	0.9%	+1.1%	0.002%
4/18/2024	CAP Partners LLC	2,848	$0.21M	0.2%	N/A	0.000%
4/18/2024	State of Michigan Retirement System	407,766	$29.50M	0.2%	+0.1%	0.023%
4/18/2024	Eagle Ridge Investment Management	357,029	$25.83M	2.4%	+0.4%	0.020%
4/18/2024	Leonard Rickey Investment Advisors P.L.L.C.	6,683	$0.48M	0.1%	+18.4%	0.000%
4/18/2024	Cullinan Associates Inc.	40,100	$2.90M	0.2%	-15.0%	0.002%
4/18/2024	Panoramic Investment Advisors LLC	13,593	$0.98M	0.7%	-2.3%	0.001%
4/18/2024	Allspring Global Investments Holdings LLC	679,477	$49.15M	0.1%	-23.1%	0.038%
4/18/2024	Tributary Capital Management LLC	431	$31K	0.0%	N/A	0.000%
4/18/2024	Silvia Mccoll Wealth Management LLC	2,886	$0.21M	0.2%	N/A	0.000%
4/18/2024	O ROURKE & COMPANY Inc	13,243	$0.96M	0.6%	+8.3%	0.001%
4/18/2024	Claro Advisors LLC	5,345	$0.39M	0.1%	N/A	0.000%
4/18/2024	Talbot Financial LLC	152,889	$11.06M	1.5%	+5.0%	0.009%
4/18/2024	Miracle Mile Advisors LLC	30,343	$2.20M	0.1%	+1.3%	0.002%
4/18/2024	Little House Capital LLC	8,162	$0.59M	0.2%	-84.4%	0.000%
4/18/2024	Oliver Luxxe Assets LLC	36,132	$2.61M	0.5%	+1.8%	0.002%
4/18/2024	Diversified Trust Co	6,142	$0.44M	0.0%	-61.3%	0.000%
4/18/2024	Aviance Capital Partners LLC	86,821	$6.28M	0.9%	+6.7%	0.005%
4/18/2024	Roberts Wealth Advisors LLC	21,521	$1.53M	0.6%	+5.2%	0.001%
4/18/2024	Citizens Business Bank	38,876	$2.81M	0.6%	+8.8%	0.002%
4/18/2024	SteelPeak Wealth LLC	4,458	$0.32M	0.0%	-15.1%	0.000%
4/18/2024	Financial Partners Group LLC	34,745	$2.51M	1.0%	-3.7%	0.002%
4/18/2024	Seneca House Advisors	84,889	$6.14M	2.7%	+0.6%	0.005%

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: $75.40

$74.36

$75.45

50 Day Range

MA: $69.02

$63.03

$75.24

52 Week Range

Now: $75.40

$45.65

$75.45

Volume

918,864 shs

Average Volume

7,710,348 shs

Market Capitalization

$133.91 billion

P/E Ratio

31.55

Dividend Yield

1.35%

Beta

1.01

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)
Todd M Ricketts (Director)
Frank C Herringer (Director)
Bernard J Clark (Insider)
Paula A Sneed (Director)
Richard A Wurster (President)
Jonathan M Craig (Insider)
Nigel J Murtagh (Insider)
Peter B Crawford (CFO)
Nigel J Murtagh (EVP)
Joseph R Martinetto (COO)
Mark A Goldfarb (Director)
Charles A Ruffel (Director)
Jonathan M Craig (Insider)
Marianne Catherine Brown (Director)
Peter J Morgan III (General Counsel)
Peter J Morgan III (EVP)
Peter J Morgan III (General Counsel)
Learn More about top insider investors at Charles Schwab.
Who are the major institutional investors of Charles Schwab?: Charles Schwab's top institutional investors include:
Sumitomo Mitsui Trust Holdings Inc. — 0.21%
Raymond James & Associates — 0.10%
AMI Asset Management Corp — 0.06%
Los Angeles Capital Management LLC — 0.06%
Wealth Enhancement Advisory Services LLC — 0.05%
Fort Pitt Capital Group LLC — 0.05%
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:
Assenagon Asset Management S.A.
Wilsey Asset Management Inc.
AMF Tjanstepension AB
Gradient Investments LLC
Los Angeles Capital Management LLC
Allspring Global Investments Holdings LLC
Amalgamated Bank
Little House Capital LLC
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)
Todd M Ricketts (Director)
Frank C Herringer (Director)
Bernard J Clark (Insider)
Paula A Sneed (Director)
Richard A Wurster (President)
Jonathan M Craig (Insider)
Nigel J Murtagh (Insider)
Learn More investors selling Charles Schwab stock.
Which major investors are buying Charles Schwab stock?: In the previous quarter, SCHW stock was purchased by institutional investors including:
Tran Capital Management L.P.
Dudley & Shanley Inc.
Raymond James & Associates
Portman Square Capital LLP
AMI Asset Management Corp
Community Financial Services Group LLC
Fifth Third Bancorp
Franklin Street Advisors Inc. NC
During the previous year, these company insiders have bought Charles Schwab stock:
Charles R Schwab (Chairman)
Carolyn Schwab-Pomerantz (Director)
Walter W Bettinger (CEO)
Todd M Ricketts (Director)
Frank C Herringer (Director)
Bernard J Clark (Insider)
Paula A Sneed (Director)
Richard A Wurster (President)
Learn More investors buying Charles Schwab stock.