SCHW
SCHWAB CHARLES CORP
Security Brokers, Dealers & Flotation CompaniesNYSELarge accelerated filer
Total Trades
236
Buys
17
Sells
156
Largest Trade
N/A
Insiders
24
Institutional Funds
2,068
Inst. Value
$1M+
Activist Filings
9
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Murtagh Nigel J | Chief Risk Officer | SELL | $500K+ | 7K | $94.61 | Mar 5, 2026 |
| Craig Jonathan M. | MD | SELL | $1M+ | 14K | $94.60 | Mar 5, 2026 |
| Howard Dennis | MD | SELL | $500K+ | 10K | $94.60 | Mar 5, 2026 |
| Woolway Paul V | MD | GRANT | N/A | 8K | — | Mar 4, 2026 |
| Woolway Paul V | MD | EXERCISE | $500K+ | 16K | $52.05 | Mar 4, 2026 |
| Woolway Paul V | MD | SELL | $1M+ | 22K | $94.97 | Mar 4, 2026 |
| Beatty Jonathan S | MD | SELL | $100K–$500K | 2K | $95.30 | Mar 3, 2026 |
| Ellis Stephen A | Director | SELL | $1M+ | 11K | $96.57 | Mar 3, 2026 |
| Howard Dennis | MD | EXERCISE | $1M+ | 28K | $64.10 | Feb 27, 2026 |
| Howard Dennis | MD | SELL | $1M+ | 28K | $95.02 | Feb 27, 2026 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 159K | $106.35 | Feb 12, 2026 |
| Bettinger Walter W | Co-Chairman | EXERCISE | $1M+ | 68K | $42.99 | Feb 11, 2026 |
| Bettinger Walter W | Co-Chairman | SELL | $1M+ | 68K | $104.25 | Feb 11, 2026 |
| DODDS CHRISTOPHER V | Director | SELL | $1M+ | 12K | $104.55 | Feb 11, 2026 |
| DODDS CHRISTOPHER V | Director | EXERCISE | $500K+ | 12K | $64.03 | Feb 11, 2026 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 165K | $103.77 | Feb 6, 2026 |
| Bettinger Walter W | Co-Chairman | EXERCISE | $1M+ | 257K | $42.99 | Feb 6, 2026 |
| Bettinger Walter W | Co-Chairman | SELL | $1M+ | 257K | $104.03 | Feb 6, 2026 |
| Morgan Peter J. III | General Counsel | SELL | $500K+ | 8K | $104.38 | Feb 4, 2026 |
| Morgan Peter J. III | General Counsel | EXERCISE | $500K+ | 8K | $66.47 | Feb 4, 2026 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 146K | $103.16 | Feb 3, 2026 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 206K | $103.13 | Jan 29, 2026 |
| Schwab Charles R. | Co-Chairman | EXERCISE | $1M+ | 180K | $26.39 | Jan 29, 2026 |
| Schwab-Pomerantz Carolyn | Director | SELL | $1M+ | 43K | $105.19 | Jan 27, 2026 |
| Beatty Jonathan S | MD | EXERCISE | $50K–$100K | 2K | $46.39 | Jan 24, 2026 |
| Beatty Jonathan S | MD | SELL | $100K–$500K | 2K | $105.00 | Jan 24, 2026 |
| Beatty Jonathan S | MD | EXERCISE | $50K–$100K | 2K | $46.39 | Dec 29, 2025 |
| Beatty Jonathan S | MD | SELL | $100K–$500K | 2K | $102.01 | Dec 29, 2025 |
| Beatty Jonathan S | MD | EXERCISE | $100K–$500K | 3K | $46.39 | Nov 15, 2025 |
| Beatty Jonathan S | MD | SELL | $100K–$500K | 3K | $98.00 | Nov 15, 2025 |
| Craig Jonathan M. | MD | SELL | $1M+ | 35K | $95.35 | Nov 11, 2025 |
| Craig Jonathan M. | MD | EXERCISE | $1M+ | 35K | $41.98 | Nov 11, 2025 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 109K | $94.22 | Oct 31, 2025 |
| Woolway Paul V | MD | SELL | $100K–$500K | 3K | $93.33 | Oct 2, 2025 |
| Schwab-Pomerantz Carolyn | Director | SELL | $1M+ | 24K | $96.64 | Sep 6, 2025 |
| Woolway Paul V | MD | SELL | $100K–$500K | 3K | $95.20 | Sep 3, 2025 |
| Beatty Jonathan S | MD | SELL | $500K+ | 9K | $96.94 | Aug 29, 2025 |
| Beatty Jonathan S | MD | EXERCISE | $100K–$500K | 6K | $46.39 | Aug 29, 2025 |
| Morgan Peter J. III | General Counsel | EXERCISE | $1M+ | 50K | $63.32 | Aug 29, 2025 |
| Morgan Peter J. III | General Counsel | SELL | $1M+ | 50K | $97.00 | Aug 29, 2025 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 273K | $96.86 | Aug 29, 2025 |
| Schwab-Pomerantz Carolyn | Director | SELL | $1M+ | 14K | $96.06 | Aug 27, 2025 |
| Bettinger Walter W | Co-Chairman | SELL | $1M+ | 174K | $98.84 | Jul 31, 2025 |
| Wurster Richard A | President & CEO | SELL | $1M+ | 21K | $99.16 | Jul 31, 2025 |
| Murtagh Nigel J | Chief Risk Officer | EXERCISE | $1M+ | 24K | $41.98 | Jul 31, 2025 |
| Murtagh Nigel J | Chief Risk Officer | SELL | $1M+ | 24K | $97.91 | Jul 31, 2025 |
| Schwab-Pomerantz Carolyn | Director | SELL | $1M+ | 24K | $91.59 | Jul 7, 2025 |
| Woolway Paul V | MD | SELL | $100K–$500K | 3K | $90.95 | Jul 2, 2025 |
| Murtagh Nigel J | Chief Risk Officer | EXERCISE | $500K+ | 21K | $42.99 | Jun 20, 2025 |
| Murtagh Nigel J | Chief Risk Officer | SELL | $1M+ | 21K | $90.01 | Jun 20, 2025 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 2,068 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| DODGE & COX | 76.5M | $1M+ | SH |
| STATE STREET CORP | 72.6M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 32.6M | $1M+ | SH |
| PRIMECAP MANAGEMENT CO/CA/ | 23.3M | $1M+ | SH |
| Fisher Asset Management, LLC | 21.8M | $1M+ | SH |
| NORGES BANK | 20.0M | $1M+ | SH |
| VIKING GLOBAL INVESTORS LP | 13.9M | $1M+ | SH |
| ALLIANCEBERNSTEIN L.P. | 13.1M | $1M+ | SH |
| FLOSSBACH VON STORCH SE | 10.5M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9.4M | $1M+ | SH |
| BROWN ADVISORY INC | 8.3M | $1M+ | SH |
| GENERATION INVESTMENT MANAGEMENT LLP | 7.8M | $1M+ | SH |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 6.2M | $1M+ | SH |
| Ruane, Cunniff & Goldfarb L.P. | 5.6M | $1M+ | SH |
| Allen Investment Management, LLC | 5.6M | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 5.4M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 4.9M | $1M+ | SH |
| PROVIDENT TRUST CO | 4.4M | $1M+ | SH |
| Clearbridge Investments, LLC | 4.4M | $1M+ | SH |
| National Pension Service | 4.1M | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Apr 30, 2025
8.2%
148.4M shares
SC 13D/A · Feb 12, 2025
0.1%
1.3M shares
SC 13G · Nov 13, 2024
5.0%
9.0B shares
SC 13D/A · Aug 23, 2024
7.6%
135.1M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
6.8%
119.9M shares
SC 13G/A · Jan 31, 2024
5.5%
96.7M shares
SC 13D/A · Feb 25, 2023
6.1%
108.0M shares
SC 13D/A · Aug 3, 2022
9.6%
175.8M shares
SC 13G/A · Jan 31, 2022
5.8%
105.4M shares