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 |
|---|---|---|---|---|---|---|
| HERRINGER FRANK C | Director | SELL | $100K–$500K | 8K | $62.25 | Feb 6, 2024 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 16K | $63.94 | Jan 27, 2024 |
| Crawford Peter B. | CFO | SELL | $100K–$500K | 4K | $64.49 | Jan 24, 2024 |
| Schwab-Pomerantz Carolyn | Director | SELL | $500K+ | 12K | $61.28 | Dec 5, 2023 |
| Crawford Peter B. | CFO | SELL | $100K–$500K | 4K | $60.56 | Dec 5, 2023 |
| Crawford Peter B. | CFO | EXERCISE | $100K–$500K | 4K | $28.44 | Dec 5, 2023 |
| Morgan Peter J. III | General Counsel | SELL | $100K–$500K | 7K | $60.72 | Dec 5, 2023 |
| Crawford Peter B. | CFO | SELL | $100K–$500K | 3K | $56.19 | Nov 7, 2023 |
| SNEED PAULA A | Director | SELL | $100K–$500K | 7K | $49.98 | Oct 26, 2023 |
| Crawford Peter B. | CFO | EXERCISE | $50K–$100K | 4K | $23.12 | Sep 20, 2023 |
| Crawford Peter B. | CFO | SELL | $100K–$500K | 4K | $57.31 | Sep 20, 2023 |
| Morgan Peter J. III | MD, General Counsel | SELL | $100K–$500K | 8K | $59.61 | Aug 30, 2023 |
| Ruffel Charles A. | Director | BUY | $50K–$100K | 833 | $60.55 | Aug 21, 2023 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 148K | $66.63 | Jul 26, 2023 |
| Schwab Charles R. | Co-Chairman | EXERCISE | $1M+ | 72K | $23.12 | Jul 26, 2023 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 78K | $51.76 | May 24, 2023 |
| Schwab Charles R. | Co-Chairman | EXERCISE | $1M+ | 78K | $22.67 | May 24, 2023 |
| Brown Marianne Catherine | Director | BUY | $100K–$500K | 5K | $53.47 | Mar 29, 2023 |
| Clark Bernard J. | MD | BUY | $100K–$500K | 5K | $54.83 | Mar 20, 2023 |
| MARTIN-FLICKINGER GERRI | Director | BUY | $100K–$500K | 4K | $54.16 | Mar 20, 2023 |
| Wurster Richard A | President | BUY | $100K–$500K | 2K | $54.39 | Mar 17, 2023 |
| Goldfarb Mark A | Director | BUY | $100K–$500K | 4K | $58.37 | Mar 16, 2023 |
| Ellis Stephen A | Director | BUY | $1M+ | 34K | $58.26 | Mar 15, 2023 |
| Ricketts Todd M | Director | BUY | $500K+ | 10K | $56.79 | Mar 14, 2023 |
| ADAMS JOHN K JR | Director | BUY | $100K–$500K | 5K | $59.31 | Mar 14, 2023 |
| Crawford Peter B. | MD and CFO | BUY | $100K–$500K | 5K | $57.96 | Mar 14, 2023 |
| Bettinger Walter W | Co-Chairman and CEO | BUY | $1M+ | 50K | $59.31 | Mar 14, 2023 |
| Ellis Stephen A | Director | BUY | $100K–$500K | 7K | $56.08 | Mar 14, 2023 |
| Wurster Richard A | President | BUY | $100K–$500K | 5K | $57.28 | Mar 14, 2023 |
| Craig Jonathan M. | Please see remarks | GRANT | N/A | 69K | — | Mar 7, 2023 |
| Craig Jonathan M. | Please see remarks | SELL | $1M+ | 35K | $76.33 | Mar 7, 2023 |
| Murtagh Nigel J | MD | SELL | $500K+ | 11K | $80.23 | Feb 28, 2023 |
| Ruffel Charles A. | Director | SELL | $100K–$500K | 5K | $80.88 | Feb 22, 2023 |
| HERRINGER FRANK C | Director | EXERCISE | $100K–$500K | 14K | $19.21 | Feb 17, 2023 |
| HERRINGER FRANK C | Director | SELL | $500K+ | 9K | $80.87 | Feb 17, 2023 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 124K | $80.95 | Feb 15, 2023 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 125K | $81.30 | Feb 9, 2023 |
| SNEED PAULA A | Director | EXERCISE | $500K+ | 21K | $45.84 | Feb 8, 2023 |
| SNEED PAULA A | Director | SELL | $1M+ | 21K | $80.00 | Feb 8, 2023 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 318K | $79.95 | Feb 7, 2023 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 121K | $77.84 | Feb 2, 2023 |
| Schwab Charles R. | Co-Chairman | EXERCISE | $1M+ | 121K | $16.40 | Feb 2, 2023 |
| Craig Jonathan M. | Please see remarks | SELL | $1M+ | 51K | $80.30 | Jan 20, 2023 |
| Craig Jonathan M. | Please see remarks | EXERCISE | $1M+ | 51K | $30.17 | Jan 20, 2023 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 132K | $79.66 | Nov 21, 2022 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 132K | $78.29 | Nov 15, 2022 |
| Morgan Peter J. III | MD | SELL | $100K–$500K | 1K | $80.04 | Nov 9, 2022 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 135K | $79.26 | Nov 7, 2022 |
| Schwab-Pomerantz Carolyn | Director | SELL | $500K+ | 13K | $79.56 | Nov 3, 2022 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 137K | $79.50 | Nov 2, 2022 |
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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