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 |
|---|---|---|---|---|---|---|
| Beatty Jonathan S | MD | EXERCISE | $100K–$500K | 3K | $44.24 | Nov 18, 2024 |
| Beatty Jonathan S | MD | SELL | $100K–$500K | 3K | $81.68 | Nov 18, 2024 |
| Ruffel Charles A. | Director | SELL | $100K–$500K | 3K | $78.65 | Nov 15, 2024 |
| Beatty Jonathan S | MD | EXERCISE | $100K–$500K | 3K | $44.24 | Nov 12, 2024 |
| Beatty Jonathan S | MD | SELL | $100K–$500K | 3K | $77.02 | Nov 12, 2024 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 17K | $70.90 | Oct 22, 2024 |
| Schwab-Pomerantz Carolyn | Director | SELL | $1M+ | 30K | $72.16 | Oct 18, 2024 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 62K | $72.52 | Oct 17, 2024 |
| Schwab Charles R. | Co-Chairman | EXERCISE | $1M+ | 62K | $28.44 | Oct 17, 2024 |
| Schwab-Pomerantz Carolyn | Director | SELL | $500K+ | 9K | $64.05 | Sep 20, 2024 |
| Schwab-Pomerantz Carolyn | Director | SELL | $1M+ | 21K | $65.16 | Aug 19, 2024 |
| Woolway Paul V | MD | SELL | $50K–$100K | 1K | $65.20 | Aug 2, 2024 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 67K | $65.11 | Aug 2, 2024 |
| Schwab Charles R. | Co-Chairman | EXERCISE | $1M+ | 67K | $27.45 | Aug 2, 2024 |
| Schwab-Pomerantz Carolyn | Director | SELL | $500K+ | 9K | $72.49 | Jun 24, 2024 |
| Clark Bernard J. | MD Head of Advisor… | SELL | $500K+ | 8K | $75.00 | Jun 14, 2024 |
| Clark Bernard J. | MD Head of Advisor… | EXERCISE | $100K–$500K | 8K | $52.05 | Jun 14, 2024 |
| Clark Bernard J. | MD Head of Advisor… | SELL | $1M+ | 77K | $70.94 | May 31, 2024 |
| Clark Bernard J. | MD Head of Advisor… | EXERCISE | $1M+ | 29K | $42.99 | May 31, 2024 |
| Schwab-Pomerantz Carolyn | Director | SELL | $500K+ | 9K | $78.41 | May 22, 2024 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 120K | $74.87 | Apr 30, 2024 |
| Crawford Peter B. | CFO | EXERCISE | $100K–$500K | 5K | $28.44 | Apr 26, 2024 |
| Crawford Peter B. | CFO | SELL | $100K–$500K | 5K | $75.51 | Apr 26, 2024 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 89K | $74.62 | Apr 24, 2024 |
| Ellis Stephen A | Director | EXERCISE | $100K–$500K | 15K | $25.88 | Apr 24, 2024 |
| Ellis Stephen A | Director | SELL | $1M+ | 15K | $73.20 | Apr 24, 2024 |
| Schwab-Pomerantz Carolyn | Director | EXERCISE | $100K–$500K | 7K | $28.44 | Apr 23, 2024 |
| Schwab-Pomerantz Carolyn | Director | SELL | $1M+ | 16K | $73.30 | Apr 23, 2024 |
| Goldfarb Mark A | Director | SELL | $500K+ | 7K | $70.86 | Apr 19, 2024 |
| SARIN ARUN | Director | SELL | $100K–$500K | 5K | $71.11 | Apr 19, 2024 |
| SARIN ARUN | Director | EXERCISE | $100K–$500K | 5K | $25.01 | Apr 19, 2024 |
| Murtagh Nigel J | Chief Risk Officer | SELL | $500K+ | 10K | $72.40 | Apr 19, 2024 |
| Crawford Peter B. | CFO | EXERCISE | $100K–$500K | 5K | $28.44 | Apr 19, 2024 |
| Crawford Peter B. | CFO | SELL | $500K+ | 12K | $72.17 | Apr 19, 2024 |
| Morgan Peter J. III | General Counsel | SELL | $1M+ | 25K | $72.23 | Apr 19, 2024 |
| MARTINETTO JOSEPH R | COO | SELL | $1M+ | 43K | $70.83 | Apr 19, 2024 |
| ADAMS JOHN K JR | Director | EXERCISE | $100K–$500K | 16K | $30.08 | Mar 26, 2024 |
| ADAMS JOHN K JR | Director | SELL | $1M+ | 16K | $72.64 | Mar 26, 2024 |
| Schwab-Pomerantz Carolyn | Director | SELL | $500K+ | 9K | $70.87 | Mar 26, 2024 |
| Murtagh Nigel J | Chief Risk Officer | EXERCISE | $100K–$500K | 13K | $26.39 | Mar 26, 2024 |
| Murtagh Nigel J | Chief Risk Officer | SELL | $500K+ | 13K | $70.03 | Mar 26, 2024 |
| Craig Jonathan M. | Please see remarks | EXERCISE | $100K–$500K | 5K | $26.39 | Mar 25, 2024 |
| Craig Jonathan M. | Please see remarks | SELL | $100K–$500K | 5K | $70.01 | Mar 25, 2024 |
| Schwab-Pomerantz Carolyn | Director | SELL | $500K+ | 9K | $65.29 | Mar 2, 2024 |
| Crawford Peter B. | CFO | SELL | $100K–$500K | 6K | $65.71 | Mar 2, 2024 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 117K | $64.66 | Feb 26, 2024 |
| Schwab Charles R. | Co-Chairman | EXERCISE | $1M+ | 71K | $25.86 | Feb 21, 2024 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 71K | $64.99 | Feb 21, 2024 |
| Crawford Peter B. | CFO | SELL | $500K+ | 8K | $64.76 | Feb 21, 2024 |
| HERRINGER FRANK C | Director | EXERCISE | $100K–$500K | 11K | $25.01 | Feb 6, 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