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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): $54,184,166.46

Charles Schwab Insider Trading History Chart

Charles Schwab Share Price & Price History

^$74.54

▲ +0.59 (0.80%)

As of 05/1/2024 01:00 AM ET

Days: 30 | 90 | 365

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Charles Schwab Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
4/29/2024	Charles R Schwab	Chairman	Sell	59,906	$74.78	$4,479,770.68	61,038,701
4/26/2024	Charles R Schwab	Chairman	Sell	59,905	$74.96	$4,490,478.80	61,098,607
4/24/2024	Peter B. Crawford	CFO	Sell	5,481	$75.51	$413,870.31	60,567
4/22/2024	Charles R Schwab	Chairman	Sell	89,275	$74.62	$6,661,700.50	30,641,981
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

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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
5/1/2024	Resonant Capital Advisors LLC	32,242	$2.33M	0.2%	+1.8%	0.002%
5/1/2024	Janney Montgomery Scott LLC	630,167	$45.59M	0.1%	+7.8%	0.035%
5/1/2024	Scott & Selber Inc.	32,363	$2.34M	0.8%	N/A	0.002%
5/1/2024	Blue Trust Inc.	10,096	$0.73M	0.0%	+45.9%	0.001%
5/1/2024	Ascent Wealth Partners LLC	23,197	$1.63M	0.2%	+17.3%	0.001%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	349,218	$25.26M	0.0%	-17.6%	0.020%
5/1/2024	Horan Capital Advisors LLC.	42,883	$3.10M	1.1%	-0.6%	0.002%
5/1/2024	Baillie Gifford & Co.	9,074	$0.66M	0.0%	-99.9%	0.001%
5/1/2024	Mission Wealth Management LP	7,197	$0.52M	0.0%	N/A	0.000%
5/1/2024	Parthenon LLC	141,560	$10.24M	1.3%	+1.2%	0.008%
5/1/2024	Diversify Advisory Services LLC	203,205	$14.71M	0.9%	N/A	0.011%
4/30/2024	Private Advisor Group LLC	93,742	$6.78M	0.0%	-5.8%	0.005%
4/30/2024	Findlay Park Partners LLP	2,868,488	$207.51M	1.9%	-1.7%	0.162%
4/30/2024	J.W. Cole Advisors Inc.	5,240	$0.38M	0.0%	+17.3%	0.000%
4/30/2024	Retirement Systems of Alabama	1,329,870	$96.20M	0.4%	+0.0%	0.075%
4/30/2024	TFC Financial Management Inc.	1,080	$78K	0.0%	-22.7%	0.000%
4/30/2024	Norden Group LLC	17,358	$1.26M	0.1%	N/A	0.001%
4/30/2024	Van ECK Associates Corp	5,671,630	$410.29M	0.6%	+5.3%	0.319%
4/30/2024	HB Wealth Management LLC	26,092	$1.89M	0.0%	+14.1%	0.001%
4/30/2024	SpiderRock Advisors LLC	45,143	$3.04M	0.1%	N/A	0.003%
4/30/2024	Mitchell Sinkler & Starr PA	8,142	$0.59M	0.1%	-37.3%	0.000%
4/30/2024	Warther Private Wealth LLC	184,270	$13.33M	6.0%	-1.4%	0.010%
4/30/2024	Concord Wealth Partners	2,883	$0.21M	0.0%	-17.1%	0.000%
4/30/2024	Signet Investment Advisory Group Inc.	15,430	$1.12M	0.6%	-8.1%	0.001%
4/30/2024	Mill Capital Management LLC	151,231	$10.94M	0.9%	+0.1%	0.009%
4/30/2024	Caprock Group LLC	48,107	$3.48M	0.2%	-0.6%	0.003%
4/30/2024	Naples Global Advisors LLC	66,451	$4.81M	0.5%	+1.1%	0.004%
4/30/2024	Perigon Wealth Management LLC	164,746	$11.92M	0.4%	+2.3%	0.009%
4/30/2024	Hutchens & Kramer Investment Management Group LLC	13,738	$0.99M	0.6%	-6.3%	0.001%
4/30/2024	Mayflower Financial Advisors LLC	7,416	$0.54M	0.0%	+10.9%	0.000%
4/30/2024	Allspring Global Investments Holdings LLC	679,477	$49.15M	0.1%	-23.1%	0.038%
4/29/2024	Commonwealth Equity Services LLC	455,559	$32.96M	0.1%	+3.7%	0.026%
4/29/2024	Mcdaniel Terry & Co.	3,558	$0.26M	0.0%	N/A	0.000%
4/29/2024	FAS Wealth Partners Inc.	5,972	$0.43M	0.0%	-32.0%	0.000%
4/29/2024	Field & Main Bank	700	$51K	0.0%	-22.2%	0.000%
4/29/2024	Greenleaf Trust	33,349	$2.41M	0.0%	+8.0%	0.002%
4/29/2024	Principal Financial Group Inc.	6,297,189	$455.54M	0.3%	+8.3%	0.355%
4/29/2024	Benjamin F. Edwards & Company Inc.	12,661	$0.92M	0.0%	+108.0%	0.001%
4/29/2024	RWA Wealth Partners LLC	297,239	$21.50M	0.3%	-6.8%	0.017%
4/29/2024	Tower Bridge Advisors	151,859	$10.99M	1.1%	-39.4%	0.009%
4/29/2024	Crescent Grove Advisors LLC	18,774	$1.36M	0.1%	-4.1%	0.001%
4/29/2024	Mn Services Vermogensbeheer B.V.	608,900	$44.05M	0.3%	-14.4%	0.034%
4/29/2024	RAM Investment Partners LLC	4,940	$0.36M	0.1%	N/A	0.000%
4/29/2024	Marks Group Wealth Management Inc	5,572	$0.40M	0.0%	+5.0%	0.000%
4/29/2024	Baxter Bros Inc.	47,303	$3.42M	0.4%	+1.0%	0.003%
4/27/2024	Riverwater Partners LLC	18,868	$1.37M	1.0%	-3.5%	0.001%
4/27/2024	Conning Inc.	77,329	$5.59M	0.2%	+5.5%	0.004%
4/27/2024	Finer Wealth Management Inc.	22,084	$1.60M	1.0%	+54.9%	0.001%
4/27/2024	K.J. Harrison & Partners Inc	56,443	$4.08M	0.6%	+11.9%	0.003%
4/27/2024	BayBridge Capital Group LLC	18,148	$1.35M	1.2%	+4.5%	0.001%
4/26/2024	Pinnacle Associates Ltd.	94,442	$6.83M	0.1%	+2.1%	0.005%
4/26/2024	Securian Asset Management Inc.	87,654	$6.34M	0.2%	-6.9%	0.005%
4/26/2024	Aspen Investment Management Inc	21,176	$1.53M	0.8%	+0.8%	0.001%
4/26/2024	Harrington Investments INC	55,707	$4.03M	2.3%	+3.7%	0.003%
4/26/2024	McGuire Investment Group LLC	134,156	$9.71M	1.4%	+2.0%	0.008%
4/26/2024	BLB&B Advisors LLC	111,533	$8.07M	0.5%	+11.1%	0.006%
4/26/2024	Crestone Asset Management LLC	2,868	$0.21M	0.0%	N/A	0.000%
4/26/2024	Yousif Capital Management LLC	201,942	$14.61M	0.2%	+1.3%	0.011%
4/26/2024	ZWJ Investment Counsel Inc.	7,021	$0.51M	0.0%	N/A	0.000%
4/26/2024	Sage Rhino Capital LLC	13,091	$0.95M	0.2%	+8.3%	0.001%
4/26/2024	Clear Creek Financial Management LLC	3,363	$0.24M	0.0%	N/A	0.000%
4/26/2024	SYSTM Wealth Solutions LLC	107,474	$7.78M	1.0%	+8.7%	0.006%
4/26/2024	Sumitomo Life Insurance Co.	16,059	$1.16M	0.0%	-4.2%	0.001%
4/26/2024	Mesirow Financial Investment Management Inc.	138,168	$10M	0.2%	N/A	0.008%
4/26/2024	Patrick M Sweeney & Associates Inc.	11,602	$0.84M	0.7%	+1.9%	0.001%
4/26/2024	Sigma Investment Counselors Inc.	4,803	$0.35M	0.0%	+50.1%	0.000%
4/26/2024	Verdence Capital Advisors LLC	3,534	$0.26M	0.0%	-3.7%	0.000%
4/26/2024	Caliber Wealth Management LLC	41,818	$3.03M	1.6%	+0.9%	0.002%
4/25/2024	Lindbrook Capital LLC	14,779	$1.07M	0.1%	-7.3%	0.001%
4/25/2024	New York State Teachers Retirement System	1,443,608	$104.43M	0.2%	-1.6%	0.081%
4/25/2024	Mendota Financial Group LLC	2,662	$0.19M	0.1%	-19.3%	0.000%
4/25/2024	Ulland Investment Advisors LLC	7,267	$0.53M	0.4%	-45.7%	0.000%
4/25/2024	Bank of New York Mellon Corp	11,101,299	$803.07M	0.2%	-4.5%	0.625%
4/25/2024	Carmel Capital Partners LLC	24,028	$1.74M	0.7%	+1.6%	0.001%
4/25/2024	Osborne Partners Capital Management LLC	9,019	$0.65M	0.0%	-1.7%	0.001%
4/25/2024	Equitable Trust Co.	5,619	$0.41M	0.0%	+36.6%	0.000%
4/25/2024	Professional Financial Advisors LLC	18,700	$1.35M	0.4%	+12.3%	0.001%
4/25/2024	Advocate Group LLC	118,016	$8.54M	1.7%	+1.9%	0.007%
4/25/2024	HTLF Bank	3,071	$0.22M	0.0%	N/A	0.000%
4/25/2024	Capital Investment Advisory Services LLC	26,869	$1.94M	0.2%	+25.0%	0.002%
4/25/2024	Triumph Capital Management	3,048	$0.22M	0.1%	-12.9%	0.000%
4/25/2024	Zurcher Kantonalbank Zurich Cantonalbank	504,825	$36.52M	0.1%	-2.9%	0.028%
4/25/2024	Fjarde AP Fonden Fourth Swedish National Pension Fund	229,860	$16.63M	0.2%	+0.3%	0.013%
4/25/2024	Investment Advisory Services Inc. TX ADV	28,790	$2.08M	0.8%	-1.7%	0.002%
4/25/2024	Aaron Wealth Advisors LLC	13,426	$0.97M	0.1%	+9.2%	0.001%
4/25/2024	Valeo Financial Advisors LLC	38,678	$2.91M	0.1%	-21.1%	0.002%
4/25/2024	Olistico Wealth LLC	4,207	$0.30M	0.2%	N/A	0.000%
4/25/2024	Telos Capital Management Inc.	18,240	$1.32M	0.1%	-5.0%	0.001%
4/25/2024	Argus Investors Counsel Inc.	26,935	$1.95M	1.2%	+0.8%	0.002%
4/25/2024	Cascade Investment Advisors Inc.	31,710	$2.29M	1.5%	+1.0%	0.002%
4/25/2024	Summit Financial LLC	22,984	$1.66M	0.1%	-1.0%	0.001%
4/25/2024	IAG Wealth Partners LLC	843	$61K	0.0%	+127.8%	0.000%
4/25/2024	Cambridge Investment Research Advisors Inc.	223,985	$16.20M	0.1%	+1.5%	0.013%
4/24/2024	Leavell Investment Management Inc.	6,400	$0.46M	0.0%	-3.0%	0.000%
4/24/2024	Krilogy Financial LLC	18,191	$1.32M	0.1%	+3.8%	0.001%
4/24/2024	Keene & Associates Inc.	8,630	$0.62M	0.5%	+3.5%	0.000%
4/24/2024	CENTRAL TRUST Co	27,464	$1.99M	0.0%	-18.5%	0.002%
4/24/2024	Premier Path Wealth Partners LLC	8,176	$0.59M	0.1%	+3.0%	0.000%
4/24/2024	Conscious Wealth Investments LLC	43,653	$3.19M	2.4%	+5.9%	0.002%
4/24/2024	Demars Financial Group LLC	9,453	$0.68M	0.3%	+15.1%	0.001%

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: $74.54

$73.45

$75.37

50 Day Range

MA: $70.30

$64.40

$75.24

52 Week Range

Now: $74.54

$45.65

$75.55

Volume

7,015,025 shs

Average Volume

7,687,964 shs

Market Capitalization

$132.39 billion

P/E Ratio

31.19

Dividend Yield

1.34%

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:
Bank of New York Mellon Corp — 0.63%
Principal Financial Group Inc. — 0.35%
Van ECK Associates Corp — 0.32%
Sumitomo Mitsui Trust Holdings Inc. — 0.21%
Findlay Park Partners LLP — 0.16%
Raymond James & Associates — 0.10%
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:
Baillie Gifford & Co.
Bank of New York Mellon Corp
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
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:
Principal Financial Group Inc.
Van ECK Associates Corp
Tran Capital Management L.P.
Diversify Advisory Services LLC
Dudley & Shanley Inc.
Raymond James & Associates
Mesirow Financial Investment Management Inc.
Portman Square Capital LLP
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.

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