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
2,069
Inst. Value
$1M+
Activist Filings
9
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Woolway Paul V | MD | SELL | $500K+ | 10K | $90.01 | Jun 20, 2025 |
| Woolway Paul V | MD | EXERCISE | $100K–$500K | 10K | $46.81 | Jun 20, 2025 |
| Schwab-Pomerantz Carolyn | Director | SELL | $1M+ | 24K | $87.25 | Jun 6, 2025 |
| Woolway Paul V | MD | SELL | $100K–$500K | 3K | $87.68 | Jun 3, 2025 |
| Beatty Jonathan S | MD | SELL | $100K–$500K | 3K | $87.57 | Jun 2, 2025 |
| Murtagh Nigel J | Chief Risk Officer | EXERCISE | $1M+ | 25K | $41.98 | May 30, 2025 |
| Murtagh Nigel J | Chief Risk Officer | SELL | $1M+ | 25K | $88.20 | May 30, 2025 |
| SNEED PAULA A | Director | SELL | $500K+ | 9K | $88.06 | May 29, 2025 |
| SNEED PAULA A | Director | GRANT | N/A | 1K | — | May 29, 2025 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 35K | $87.50 | May 27, 2025 |
| Morgan Peter J. III | General Counsel | SELL | $500K+ | 10K | $87.39 | May 23, 2025 |
| Craig Jonathan M. | MD | EXERCISE | $1M+ | 48K | $41.98 | May 23, 2025 |
| Craig Jonathan M. | MD | SELL | $1M+ | 48K | $88.46 | May 23, 2025 |
| Ruffel Charles A. | Director | SELL | $100K–$500K | 6K | $87.65 | May 23, 2025 |
| Bettinger Walter W | Co-Chairman | SELL | $1M+ | 192K | $89.00 | May 20, 2025 |
| Schwab-Pomerantz Carolyn | Director | SELL | $1M+ | 18K | $88.74 | May 19, 2025 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 120K | $85.39 | May 14, 2025 |
| Wurster Richard A | President & CEO | SELL | $1M+ | 15K | $84.08 | May 12, 2025 |
| Woolway Paul V | MD | EXERCISE | $100K–$500K | 9K | $41.98 | May 9, 2025 |
| Woolway Paul V | MD | SELL | $500K+ | 9K | $85.00 | May 9, 2025 |
| Beatty Jonathan S | MD | SELL | $100K–$500K | 4K | $85.00 | May 9, 2025 |
| Beatty Jonathan S | MD | EXERCISE | $100K–$500K | 4K | $44.24 | May 9, 2025 |
| Murtagh Nigel J | Chief Risk Officer | EXERCISE | $1M+ | 25K | $42.99 | May 9, 2025 |
| Murtagh Nigel J | Chief Risk Officer | SELL | $1M+ | 25K | $85.00 | May 9, 2025 |
| Woolway Paul V | MD | EXERCISE | $100K–$500K | 9K | $41.98 | May 5, 2025 |
| Woolway Paul V | MD | SELL | $500K+ | 12K | $81.76 | May 5, 2025 |
| Schwab-Pomerantz Carolyn | Director | SELL | $1M+ | 24K | $81.14 | May 2, 2025 |
| Craig Jonathan M. | MD | EXERCISE | $100K–$500K | 10K | $42.99 | May 2, 2025 |
| Craig Jonathan M. | MD | SELL | $500K+ | 10K | $82.00 | May 2, 2025 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 38K | $79.55 | Apr 29, 2025 |
| Schwab-Pomerantz Carolyn | Director | SELL | $500K+ | 7K | $76.77 | Apr 24, 2025 |
| Schwab-Pomerantz Carolyn | Director | EXERCISE | $100K–$500K | 7K | $31.37 | Apr 24, 2025 |
| HERRINGER FRANK C | Director | SELL | $100K–$500K | 4K | $74.26 | Apr 23, 2025 |
| HERRINGER FRANK C | Director | EXERCISE | $100K–$500K | 9K | $31.21 | Apr 23, 2025 |
| Schwab-Pomerantz Carolyn | Director | SELL | $1M+ | 24K | $74.94 | Apr 7, 2025 |
| Woolway Paul V | MD | SELL | $100K–$500K | 3K | $77.43 | Apr 3, 2025 |
| Woolway Paul V | MD | EXERCISE | $100K–$500K | 9K | $41.98 | Mar 27, 2025 |
| Woolway Paul V | MD | SELL | $500K+ | 9K | $80.00 | Mar 27, 2025 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 124K | $81.90 | Feb 26, 2025 |
| SARIN ARUN | Director | SELL | $500K+ | 9K | $81.82 | Jan 28, 2025 |
| SARIN ARUN | Director | EXERCISE | $100K–$500K | 9K | $31.21 | Jan 28, 2025 |
| Morgan Peter J. III | General Counsel | EXERCISE | $500K+ | 15K | $41.98 | Jan 24, 2025 |
| Morgan Peter J. III | General Counsel | SELL | $1M+ | 15K | $80.70 | Jan 24, 2025 |
| Schwab-Pomerantz Carolyn | Director | SELL | $1M+ | 24K | $74.14 | Jan 3, 2025 |
| Beatty Jonathan S | MD | SELL | $100K–$500K | 2K | $82.01 | Nov 27, 2024 |
| Beatty Jonathan S | MD | EXERCISE | $100K–$500K | 2K | $44.24 | Nov 27, 2024 |
| Murtagh Nigel J | Chief Risk Officer | SELL | $1M+ | 13K | $81.17 | Nov 27, 2024 |
| DODDS CHRISTOPHER V | Director | SELL | $500K+ | 9K | $81.43 | Nov 20, 2024 |
| DODDS CHRISTOPHER V | Director | EXERCISE | $100K–$500K | 9K | $37.94 | Nov 20, 2024 |
| Schwab-Pomerantz Carolyn | Director | SELL | $500K+ | 9K | $80.03 | Nov 19, 2024 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 2,069 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