SCHW Insider Trading

Insider Ownership Percentage: 7.50%
Insider Buying (Last 12 Months): $11,788,668.31
Insider Selling (Last 12 Months): $123,952,777.96

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: $52.15
Price Change: Price Decrease of -0.32 (-0.61%)
As of 03/31/2023 12:23 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
3/28/2023Marianne Catherine BrownDirectorBuy5,000$53.47$267,350.009,984View SEC Filing Icon  
3/17/2023Bernard J. ClarkInsiderBuy5,000$54.83$274,150.00120,653View SEC Filing Icon  
3/17/2023Richard A. WursterPresidentBuy2,000$54.39$108,780.00101,391View SEC Filing Icon  
3/16/2023Mark A GoldfarbDirectorBuy4,000$58.37$233,480.0027,017View SEC Filing Icon  
3/14/2023Peter B. CrawfordCFOBuy5,000$57.96$289,800.0044,725View SEC Filing Icon  
3/14/2023Todd M RickettsDirectorBuy10,000$56.79$567,900.00230,892View SEC Filing Icon  
3/14/2023Walter W. BettingerCEOBuy50,000$59.31$2,965,500.00656,501View SEC Filing Icon  
3/6/2023Jonathan M CraigInsiderSell34,667$76.33$2,646,132.1111,159View SEC Filing Icon  
2/24/2023Nigel J. MurtaghInsiderSell10,796$80.23$866,163.0857,322View SEC Filing Icon  
2/16/2023Charles A. RuffelDirectorSell5,176$80.88$418,634.8812,073View SEC Filing Icon  
2/14/2023Frank C HerringerDirectorSell9,139$80.87$739,070.93157,026View SEC Filing Icon  
2/13/2023Charles R SchwabChairmanSell95,030$81.04$7,701,231.2060,002,584View SEC Filing Icon  
2/8/2023Charles R SchwabChairmanSell62,500$81.54$5,096,250.0030,731,256View SEC Filing Icon  
2/6/2023Charles R SchwabChairmanSell188,670$80.07$15,106,806.9030,856,646View SEC Filing Icon  
2/6/2023Paula A. SneedDirectorSell20,888$80.00$1,671,040.00116,723View SEC Filing Icon  
2/3/2023Charles R SchwabChairmanSell129,030$79.76$10,291,432.8030,982,426View SEC Filing Icon  
2/1/2023Charles R SchwabChairmanSell121,066$77.84$9,423,777.4460,223,399View SEC Filing Icon  
1/18/2023Jonathan M. CraigInsiderSell51,144$80.30$4,106,863.20View SEC Filing Icon  
11/18/2022Charles R SchwabChairmanSell132,050$79.66$10,519,103.0031,111,456View SEC Filing Icon  
11/11/2022Charles R SchwabChairmanSell132,050$78.29$10,338,194.5031,159,531View SEC Filing Icon  
11/8/2022Peter J. Morgan, IIIEVPSell1,463$80.04$117,098.521,803View SEC Filing Icon  
11/4/2022Charles R SchwabChairmanSell135,000$79.26$10,700,100.0069,022,467View SEC Filing Icon  
11/1/2022Carolyn Schwab-PomerantzDirectorSell6,270$79.82$500,471.401,739,557View SEC Filing Icon  
10/31/2022Charles R SchwabChairmanSell135,000$79.49$10,731,150.0069,184,882View SEC Filing Icon  
10/31/2022Peter J. Morgan, IIIEVPSell7,322$80.03$585,979.664,578View SEC Filing Icon  
10/28/2022Carolyn Schwab-PomerantzDirectorSell31,950$80.01$2,556,319.50596,456View SEC Filing Icon  
10/28/2022Jonathan M CraigInsiderSell4,019$79.08$317,822.52View SEC Filing Icon  
10/28/2022Nigel J. MurtaghEVPSell16,169$80.00$1,293,520.0051,798View SEC Filing Icon  
8/12/2022Jonathan M CraigInsiderSell8,032$75.00$602,400.004,019View SEC Filing Icon  
7/28/2022Charles R SchwabChairmanSell149,600$65.36$9,777,856.0069,749,230View SEC Filing Icon  
7/20/2022Charles R SchwabChairmanSell120,000$62.70$7,524,000.0071,083,305View SEC Filing Icon  
4/29/2022Walter W. BettingerCEOBuy63,188$67.07$4,238,019.16432,625View SEC Filing Icon  
4/27/2022Walter W. BettingerCEOBuy4,341$68.55$297,575.55359,714View SEC Filing Icon  
4/25/2022Walter W. BettingerCEOBuy36,640$69.49$2,546,113.60329,265View SEC Filing Icon  
4/7/2022Jonathan M CraigEVPSell4,016$80.02$321,360.32View SEC Filing Icon  
3/16/2022Peter B. CrawfordCFOSell3,114$87.01$270,949.14View SEC Filing Icon  
2/22/2022Charles R SchwabChairmanSell156,860$85.93$13,478,979.80View SEC Filing Icon  
2/17/2022Charles R SchwabChairmanSell58,140$86.63$5,036,668.20View SEC Filing Icon  
2/10/2022Charles R SchwabChairmanSell30,873$95.50$2,948,371.50View SEC Filing Icon  
2/9/2022Richard A. WursterPresidentSell61,423$94.62$5,811,844.26View SEC Filing Icon  
2/8/2022Peter J. Morgan, IIIEVPSell4,480$94.04$421,299.20View SEC Filing Icon  
2/7/2022Charles R SchwabChairmanSell119,280$92.59$11,044,135.20View SEC Filing Icon  
2/7/2022Peter B. CrawfordCFOSell7,500$93.11$698,325.00View SEC Filing Icon  
2/3/2022Charles R SchwabChairmanSell119,280$90.20$10,759,056.00View SEC Filing Icon  
2/1/2022Charles R SchwabChairmanSell1,420$89.43$126,990.60View SEC Filing Icon  
2/1/2022Peter B. CrawfordCFOSell6,000$89.38$536,280.00View SEC Filing Icon  
1/31/2022Peter J. Morgan, IIIEVPSell2,239$87.14$195,106.46View SEC Filing Icon  
1/12/2022Jonathan M CraigEVPSell4,976$95.00$472,720.00View SEC Filing Icon  
1/10/2022Charles R SchwabChairmanSell60,000$90.07$5,404,200.00View SEC Filing Icon  
12/27/2021Charles R SchwabChairmanSell60,000$85.43$5,125,800.00View SEC Filing Icon  
12/20/2021Charles R SchwabChairmanSell60,000$80.61$4,836,600.00View SEC Filing Icon  
11/22/2021Charles R SchwabChairmanSell49,100$82.43$4,047,313.00View SEC Filing Icon  
11/22/2021Joan DeaDirectorSell1,250$82.64$103,300.00View SEC Filing Icon  
11/18/2021Charles R SchwabChairmanSell49,100$81.90$4,021,290.00View SEC Filing Icon  
11/15/2021Charles R SchwabChairmanSell49,100$81.97$4,024,727.00View SEC Filing Icon  
11/8/2021Charles R SchwabChairmanSell1,973$81.75$161,292.75View SEC Filing Icon  
11/1/2021Charles R SchwabChairmanSell61,350$81.67$5,010,454.50View SEC Filing Icon  
10/29/2021Charles R SchwabChairmanSell150,000$82.02$12,303,000.00View SEC Filing Icon  
10/27/2021Charles R SchwabChairmanSell768$83.00$63,744.00View SEC Filing Icon  
10/25/2021Bernard J. ClarkEVPSell300$84.00$25,200.00View SEC Filing Icon  
10/25/2021Charles R SchwabChairmanSell23,698$83.05$1,968,118.90View SEC Filing Icon  
10/25/2021Joseph R. MartinettoCOOSell230$83.99$19,317.70View SEC Filing Icon  
10/22/2021Charles R SchwabChairmanSell120,000$82.56$9,907,200.00View SEC Filing Icon  
10/22/2021Nigel J. MurtaghEVPSell28,000$83.26$2,331,280.00View SEC Filing Icon  
10/22/2021Peter B. CrawfordCFOSell11,000$83.38$917,180.00View SEC Filing Icon  
10/20/2021Charles R SchwabChairmanSell185,250$81.18$15,038,595.00View SEC Filing Icon  
10/19/2021Walter W. BettingerCEOSell245,239$81.12$19,893,787.68View SEC Filing Icon  
10/18/2021Charles R SchwabChairmanSell13,000$80.34$1,044,420.00View SEC Filing Icon  
10/18/2021Christopher V. DoddsDirectorSell11,094$80.38$891,735.72View SEC Filing Icon  
10/15/2021Joseph R. MartinettoCOOSell35,515$80.53$2,860,022.95View SEC Filing Icon  
10/11/2021Bernard J. ClarkEVPSell29,977$78.16$2,343,002.32View SEC Filing Icon  
10/11/2021Charles R SchwabChairmanSell28,000$78.50$2,198,000.00View SEC Filing Icon  
10/11/2021Joseph R. MartinettoCOOSell25,484$78.05$1,989,026.20View SEC Filing Icon  
10/4/2021Charles R SchwabChairmanSell28,000$74.47$2,085,160.00View SEC Filing Icon  
9/28/2021Jonathan M CraigEVPSell902$77.96$70,319.92View SEC Filing Icon  
9/27/2021Charles R SchwabChairmanSell28,000$77.04$2,157,120.00View SEC Filing Icon  
9/22/2021Charles R SchwabChairmanSell14,000$70.02$980,280.00View SEC Filing Icon  
9/13/2021Charles R SchwabChairmanSell21,691$71.80$1,557,413.80View SEC Filing Icon  
9/7/2021Charles R SchwabChairmanSell28,000$71.91$2,013,480.00View SEC Filing Icon  
8/30/2021Charles R SchwabChairmanSell28,000$75.10$2,102,800.00View SEC Filing Icon  
8/27/2021Peter J. Morgan, IIIEVPSell1,043$75.58$78,829.948,358View SEC Filing Icon  
8/25/2021Charles R SchwabChairmanSell70,000$74.49$5,214,300.00View SEC Filing Icon  
8/25/2021Nigel J. MurtaghEVPSell25,000$74.76$1,869,000.0082,484View SEC Filing Icon  
8/23/2021Charles R SchwabChairmanSell28,000$72.31$2,024,680.00View SEC Filing Icon  
8/23/2021Paula A. SneedDirectorSell26,925$72.48$1,951,524.00View SEC Filing Icon  
8/23/2021Peter B. CrawfordCFOSell4,500$72.42$325,890.00View SEC Filing Icon  
8/16/2021Charles R SchwabChairmanSell28,000$72.54$2,031,120.00View SEC Filing Icon  
8/13/2021Charles R SchwabChairmanSell70,000$74.14$5,189,800.00View SEC Filing Icon  
8/9/2021Charles R SchwabChairmanSell28,000$71.92$2,013,760.00View SEC Filing Icon  
8/6/2021Charles R SchwabChairmanSell81,400$71.21$5,796,494.00View SEC Filing Icon  
7/21/2021Charles R SchwabChairmanSell2,600$70.00$182,000.00View SEC Filing Icon  
7/12/2021Charles R SchwabChairmanSell25,701$70.94$1,823,228.94View SEC Filing Icon  
7/6/2021Charles R SchwabChairmanSell16,400$71.82$1,177,848.00View SEC Filing Icon  
6/28/2021Charles R SchwabChairmanSell28,000$72.99$2,043,720.00View SEC Filing Icon  
6/21/2021Charles R SchwabChairmanSell28,000$71.30$1,996,400.00View SEC Filing Icon  
6/14/2021Charles R SchwabChairmanSell28,000$73.05$2,045,400.00View SEC Filing Icon  
6/7/2021Charles R SchwabChairmanSell28,000$75.43$2,112,040.00View SEC Filing Icon  
6/3/2021Jonathan M CraigEVPSell12,500$75.90$948,750.00
6/3/2021Peter B. CrawfordCFOSell8,500$75.52$641,920.00
6/1/2021Charles R SchwabChairmanSell28,000$74.71$2,091,880.00View SEC Filing Icon  
5/28/2021William S HarafDirectorSell7,835$73.96$579,476.6040,336View SEC Filing Icon  
5/27/2021Jonathan M. CraigEVPSell12,500$73.99$924,875.0082,484View SEC Filing Icon  
5/24/2021Peter B. CrawfordCFOSell12,000$73.00$876,000.00798View SEC Filing Icon  
5/17/2021Charles R SchwabChairmanSell70,000$72.64$5,084,800.00View SEC Filing Icon  
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  
See Full Table

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

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
3/31/2023Metropolitan Life Insurance Co. NY86,110$7.17M0.3%-2.9%0.005%Search for SEC Filing on Google Icon
3/23/2023ETF Managers Group LLC8,487$0.71M0.0%+4.0%0.000%Search for SEC Filing on Google Icon
3/23/2023MetLife Investment Management LLC431,859$35.96M0.3%-1.9%0.024%Search for SEC Filing on Google Icon
3/15/2023B. Riley Wealth Advisors Inc.63,651$5.06M0.1%+16.3%0.004%Search for SEC Filing on Google Icon
3/13/2023Claro Advisors LLC9,662$0.80M0.3%+27.6%0.001%Search for SEC Filing on Google Icon
3/10/2023Mather Group LLC.3,933$0.33M0.0%+7.8%0.000%Search for SEC Filing on Google Icon
3/7/2023Great Lakes Retirement Inc.9,681$0.81M0.2%N/A0.001%Search for SEC Filing on Google Icon
3/6/2023Rockefeller Capital Management L.P.626,076$52.13M0.3%+306.7%0.034%Search for SEC Filing on Google Icon
3/6/2023Birmingham Capital Management Co. Inc. AL21,700$1.81M0.7%-1.0%0.001%Search for SEC Filing on Google Icon
3/6/2023North Star Asset Management Inc.343,803$28.63M1.8%+0.5%0.019%Search for SEC Filing on Google Icon
3/3/2023Crumly & Associates Inc.10,621$0.88M0.3%+32.6%0.001%Search for SEC Filing on Google Icon
3/1/2023Regal Investment Advisors LLC3,918$0.33M0.0%+3.6%0.000%Search for SEC Filing on Google Icon
2/28/2023Voya Investment Management LLC3,706,001$308.56M0.4%+6.6%0.204%Search for SEC Filing on Google Icon
2/27/2023Benin Management CORP2,700$0.23M0.1%N/A0.000%Search for SEC Filing on Google Icon
2/27/2023ST Germain D J Co. Inc.5,339$0.13M0.0%+40.8%0.000%Search for SEC Filing on Google Icon
2/24/2023Natixis171,473$14.28M0.1%+81.6%0.009%Search for SEC Filing on Google Icon
2/24/2023Garde Capital Inc.6,207$0.52M0.1%+75.0%0.000%Search for SEC Filing on Google Icon
2/23/2023Portman Square Capital LLP2,500$0.21M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/23/2023Centurion Wealth Management LLC5,558$0.46M0.3%N/A0.000%Search for SEC Filing on Google Icon
2/23/2023Callan Family Office LLC3,710$0.31M0.1%N/A0.000%Search for SEC Filing on Google Icon
2/22/2023Teachers Retirement System of The State of Kentucky417,845$34.79M0.4%-5.0%0.023%Search for SEC Filing on Google Icon
2/22/2023CVA Family Office LLC638$53K0.0%+26.8%0.000%Search for SEC Filing on Google Icon
2/21/2023Macquarie Group Ltd.1,703,999$141.88M0.2%-18.3%0.094%Search for SEC Filing on Google Icon
2/21/2023Ruedi Wealth Management Inc.396$33K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/21/2023Northwestern Mutual Wealth Management Co.71,717$5.97M0.0%+3.2%0.004%Search for SEC Filing on Google Icon
2/21/2023B. Riley Wealth Advisors Inc.63,651$5.06M0.1%+16.3%0.004%Search for SEC Filing on Google Icon
2/21/2023Equitable Trust Co.5,881$0.49M0.0%-17.1%0.000%Search for SEC Filing on Google Icon
2/21/2023Northwestern Mutual Investment Management Company LLC47,807$3.98M0.1%-15.7%0.003%Search for SEC Filing on Google Icon
2/21/2023Blue Whale Capital LLP827,000$68.86M11.7%-16.7%0.046%Search for SEC Filing on Google Icon
2/21/2023National Pension Service2,040,839$169.92M0.3%+0.4%0.112%Search for SEC Filing on Google Icon
2/17/2023Truist Financial Corp1,530,649$127.44M0.2%-3.0%0.084%Search for SEC Filing on Google Icon
2/17/2023Compass Wealth Management LLC68,400$5.70M1.9%N/A0.004%Search for SEC Filing on Google Icon
2/17/2023Ascent Group LLC13,037$1.09M0.1%+13.8%0.001%Search for SEC Filing on Google Icon
2/17/2023Bank Pictet & Cie Asia Ltd.15,063$1.25M0.5%+13.9%0.001%Search for SEC Filing on Google Icon
2/16/2023Bensler LLC19,715$1.64M0.4%+3.3%0.001%Search for SEC Filing on Google Icon
2/16/2023GHP Investment Advisors Inc.69,307$5.77M0.4%+12.8%0.004%Search for SEC Filing on Google Icon
2/16/2023Axxcess Wealth Management LLC9,078$0.76M0.1%-6.0%0.000%Search for SEC Filing on Google Icon
2/16/2023American Trust43,354$3.61M0.3%+5.8%0.002%Search for SEC Filing on Google Icon
2/16/2023Moneta Group Investment Advisors LLC5,365$0.45M0.0%-8.9%0.000%Search for SEC Filing on Google Icon
2/16/2023Alliancebernstein L.P.19,281,835$1.61B0.7%-7.2%1.062%Search for SEC Filing on Google Icon
2/16/2023Clay Northam Wealth Management LLC13,773$1.15M1.3%-5.7%0.001%Search for SEC Filing on Google Icon
2/16/2023CreativeOne Wealth LLC16,615$1.38M0.1%-2.2%0.001%Search for SEC Filing on Google Icon
2/16/2023Personal Capital Advisors Corp216,491$18.03M0.1%-1.0%0.012%Search for SEC Filing on Google Icon
2/16/2023RFG Advisory LLC5,207$0.41M0.0%-4.9%0.000%Search for SEC Filing on Google Icon
2/16/2023Resurgent Financial Advisors LLC1,072$89K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/16/2023United Capital Financial Advisers LLC13,993$1.17M0.0%-8.4%0.001%Search for SEC Filing on Google Icon
2/16/2023Harbour Investments Inc.6,795$0.57M0.0%+3.9%0.000%Search for SEC Filing on Google Icon
2/15/2023Greenwood Gearhart Inc.264,879$22.05M3.1%+1.3%0.015%Search for SEC Filing on Google Icon
2/15/2023Public Employees Retirement System of Ohio1,227,088$102.17M0.4%+0.4%0.068%Search for SEC Filing on Google Icon
2/15/2023Steward Partners Investment Advisory LLC78,271$6.52M0.1%+3.7%0.004%Search for SEC Filing on Google Icon
2/15/2023CI Private Wealth LLC427,370$35.58M0.1%N/A0.024%Search for SEC Filing on Google Icon
2/15/2023Metropolitan Life Insurance Co NY86,110$7.17M0.4%-2.9%0.005%Search for SEC Filing on Google Icon
2/15/2023MetLife Investment Management LLC431,859$35.96M0.3%-1.9%0.024%Search for SEC Filing on Google Icon
2/15/2023Moneta Group Investment Advisors LLC5,365,193$446.71M0.0%+91,051.8%0.295%Search for SEC Filing on Google Icon
2/15/2023Investment Advisory Services Inc. TX ADV32,642$2.72M1.4%+0.5%0.002%Search for SEC Filing on Google Icon
2/15/2023State of Tennessee Treasury Department673,803$56.10M0.3%-1.1%0.037%Search for SEC Filing on Google Icon
2/15/2023Apollon Wealth Management LLC13,973$1.16M0.1%+15.2%0.001%Search for SEC Filing on Google Icon
2/15/2023DRW Securities LLC6,641$0.55M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/15/2023MBM Wealth Consultants LLC6,795$0.56M0.3%N/A0.000%Search for SEC Filing on Google Icon
2/15/2023Utah Retirement Systems269,970$22.48M0.4%-0.9%0.015%Search for SEC Filing on Google Icon
2/15/2023Captrust Financial Advisors294,715$24.54M0.1%+1.7%0.016%Search for SEC Filing on Google Icon
2/15/2023Kiwi Wealth Investments Limited Partnership133,828$11.14M0.7%+111.1%0.007%Search for SEC Filing on Google Icon
2/15/2023IHT Wealth Management LLC3,606$0.30M0.0%-8.3%0.000%Search for SEC Filing on Google Icon
2/15/2023Howe & Rusling Inc.102,297$8.52M1.1%+0.2%0.006%Search for SEC Filing on Google Icon
2/15/2023Lazard Asset Management LLC1,170,677$97.47M0.1%+8.1%0.064%Search for SEC Filing on Google Icon
2/15/2023SageView Advisory Group LLC3,549$0.30M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/15/2023AllGen Financial Advisors Inc.20,291$1.69M1.2%+126.7%0.001%Search for SEC Filing on Google Icon
2/15/20231832 Asset Management L.P.10,837$0.90M0.0%-1.3%0.001%Search for SEC Filing on Google Icon
2/15/2023Investidor Profissional Gestao de Recursos Ltda.87,717$7.30M2.8%-54.5%0.005%Search for SEC Filing on Google Icon
2/15/2023Monograph Wealth Advisors LLC7,874$0.66M0.2%-5.5%0.000%Search for SEC Filing on Google Icon
2/15/2023Employees Retirement System of Texas499,894$41.62M0.6%+50.1%0.028%Search for SEC Filing on Google Icon
2/15/2023PFS Investments Inc.20,596$1.72M0.0%+11.1%0.001%Search for SEC Filing on Google Icon
2/15/2023Cahill Financial Advisors Inc.2,636$0.22M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/15/2023Cerity Partners LLC951,803$83.19M0.5%+170.5%0.052%Search for SEC Filing on Google Icon
2/15/2023Vestcor Inc34,498$2.87M0.1%+0.7%0.002%Search for SEC Filing on Google Icon
2/15/2023Toroso Investments LLC143,829$11.98M0.5%+23.8%0.008%Search for SEC Filing on Google Icon
2/15/2023Signet Financial Management LLC49,378$4.11M0.7%+0.3%0.003%Search for SEC Filing on Google Icon
2/15/2023SRB Corp5,744$0.48M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/15/2023State of Wisconsin Investment Board1,428,110$118.90M0.4%+10.3%0.079%Search for SEC Filing on Google Icon
2/15/2023Studio Investment Management LLC5,952$0.50M0.2%+3.8%0.000%Search for SEC Filing on Google Icon
2/15/2023Sun Life Financial Inc.9,846$0.82M0.1%-6.5%0.001%Search for SEC Filing on Google Icon
2/15/2023Syntax Advisors LLC3,214$0.27M0.2%-12.2%0.000%Search for SEC Filing on Google Icon
2/15/2023Schonfeld Strategic Advisors LLC27,958$2.33M0.0%-46.3%0.002%Search for SEC Filing on Google Icon
2/15/2023SeaCrest Wealth Management LLC8,044$0.67M0.1%+3.6%0.000%Search for SEC Filing on Google Icon
2/15/2023Steel Canyon Capital LLC55,017$4.58M8.5%-19.7%0.003%Search for SEC Filing on Google Icon
2/15/2023Stokes Family Office LLC15,122$1.26M0.2%-4.0%0.001%Search for SEC Filing on Google Icon
2/15/2023Legal & General Group Plc8,867,996$738.35M0.3%-5.3%0.488%Search for SEC Filing on Google Icon
2/15/2023Linscomb & Williams Inc.36,816$3.07M0.2%+4.2%0.002%Search for SEC Filing on Google Icon
2/15/2023Liontrust Investment Partners LLP2,280,442$189.87M3.3%-9.8%0.126%Search for SEC Filing on Google Icon
2/15/2023Lombard Odier Asset Management Switzerland SA258,765$21.55M1.7%+1.9%0.014%Search for SEC Filing on Google Icon
2/15/2023Mackenzie Financial Corp1,845,377$153.65M0.3%+1.4%0.102%Search for SEC Filing on Google Icon
2/15/2023Marvin & Palmer Associates Inc.120,122$10M5.3%+16.1%0.007%Search for SEC Filing on Google Icon
2/15/2023Mogy Joel R Investment Counsel Inc.16,021$1.33M0.1%+11.7%0.001%Search for SEC Filing on Google Icon
2/15/2023Montag & Caldwell LLC368,267$30.66M4.4%-10.4%0.020%Search for SEC Filing on Google Icon
2/15/2023Morgan Stanley22,255,649$1.85B0.2%+62.5%1.226%Search for SEC Filing on Google Icon
2/15/2023Man Group plc111,258$9.26M0.0%+911.6%0.006%Search for SEC Filing on Google Icon
2/15/2023Mariner LLC677,462$56.41M0.2%+0.5%0.037%Search for SEC Filing on Google Icon
2/15/2023Meridian Wealth Management LLC4,980$0.42M0.0%-48.7%0.000%Search for SEC Filing on Google Icon
2/15/2023Nissay Asset Management Corp Japan ADV168,210$14.01M0.1%+1.6%0.009%Search for SEC Filing on Google Icon
2/15/2023Norges Bank15,920,665$1.33B0.3%N/A0.877%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Charles Schwab logo
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.
Read More on Charles Schwab

Today's Range

Now: $52.15
Low: $50.76
High: $52.65

50 Day Range

MA: $71.46
Low: $51.91
High: $81.19

52 Week Range

Now: $52.15
Low: $45.00
High: $93.16

Volume

18,202,812 shs

Average Volume

21,502,469 shs

Market Capitalization

$93.42 billion

P/E Ratio

14.90

Dividend Yield

1.86%

Beta

0.93

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. Walter W Bettinger (CEO)
  4. Walter W Bettinger (CEO)
  5. Todd M Ricketts (Director)
  6. Frank C Herringer (Director)
  7. Bernard J Clark (Insider)
  8. Paula A Sneed (Director)
  9. Richard A Wurster (President)
  10. Jonathan M Craig (EVP)
  11. Nigel J Murtagh (EVP)
  12. Nigel J Murtagh (Insider)
  13. Nigel J Murtagh (EVP)
  14. Peter B Crawford (CFO)
  15. William S Haraf (Director)
  16. Mark A Goldfarb (Director)
  17. Peter J Morgan III (EVP)
  18. Charles A Ruffel (Director)
  19. Jonathan M Craig (Insider)
  20. Marianne Catherine Brown (Director)
  21. Bernard J Clark (EVP)
  22. Charles R Schwab (COO)
  23. Christopher V Dodds (Director)
  24. Joan Dea (Director)
  25. Jonathan M Craig (EVP)
  26. Jonathan M Craig (Insider)
  27. 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:
  1. Toronto Dominion Bank — 12.45%
  2. Price T Rowe Associates Inc. MD — 2.20%
  3. Geode Capital Management LLC — 1.47%
  4. Morgan Stanley — 1.23%
  5. Alliancebernstein L.P. — 1.06%
  6. 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:
  1. Price T Rowe Associates Inc. MD
  2. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main
  3. Egerton Capital UK LLP
  4. Alliancebernstein L.P.
  5. Parnassus Investments LLC
  6. Van ECK Associates Corp
  7. American Century Companies Inc.
  8. Bessemer Group Inc.
In the last year, company insiders that have sold Charles Schwab company stock include:
  1. Charles R Schwab (Chairman)
  2. Carolyn Schwab-Pomerantz (Director)
  3. Walter W Bettinger (CEO)
  4. Walter W Bettinger (CEO)
  5. Todd M Ricketts (Director)
  6. Frank C Herringer (Director)
  7. Bernard J Clark (Insider)
  8. Paula A Sneed (Director)
  9. Richard A Wurster (President)
  10. Jonathan M Craig (EVP)
  11. 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:
  1. Toronto Dominion Bank
  2. Norges Bank
  3. CIBC Private Wealth Group LLC
  4. Morgan Stanley
  5. Moneta Group Investment Advisors LLC
  6. Findlay Park Partners LLP
  7. Baird Financial Group Inc.
  8. Barclays PLC
During the previous year, these company insiders have bought Charles Schwab stock:
  1. Charles R Schwab (Chairman)
  2. Carolyn Schwab-Pomerantz (Director)
  3. Walter W Bettinger (CEO)
  4. Walter W Bettinger (CEO)
  5. Todd M Ricketts (Director)
  6. Frank C Herringer (Director)
  7. Bernard J Clark (Insider)
Learn More investors buying Charles Schwab stock.