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 |
|---|---|---|---|---|---|---|
| Morgan Peter J. III | MD | SELL | $500K+ | 7K | $80.03 | Nov 2, 2022 |
| Morgan Peter J. III | MD | EXERCISE | $100K–$500K | 7K | $41.98 | Nov 2, 2022 |
| Murtagh Nigel J | MD | SELL | $1M+ | 16K | $80.00 | Nov 1, 2022 |
| Craig Jonathan M. | Please see remarks | SELL | $100K–$500K | 4K | $79.08 | Nov 1, 2022 |
| Schwab-Pomerantz Carolyn | Director | SELL | $1M+ | 32K | $80.01 | Nov 1, 2022 |
| Craig Jonathan M. | Please see remarks | SELL | $500K+ | 8K | $75.00 | Aug 15, 2022 |
| Schwab Charles R. | Co-Chairman | SELL | $1M+ | 285K | $67.29 | Aug 1, 2022 |
| Schwab Charles R. | Chairman | SELL | $1M+ | 120K | $62.52 | Jul 22, 2022 |
| Schwab Charles R. | Chairman | SELL | $1M+ | 120K | $62.70 | Jul 20, 2022 |
| Schwab Charles R. | Chairman | SELL | $1M+ | 147K | $68.96 | May 27, 2022 |
| Bettinger Walter W | CEO | BUY | $1M+ | 73K | $67.22 | Apr 29, 2022 |
| Bettinger Walter W | CEO | BUY | $100K–$500K | 4K | $68.55 | Apr 28, 2022 |
| Bettinger Walter W | CEO | BUY | $1M+ | 26K | $68.55 | Apr 26, 2022 |
| Bettinger Walter W | CEO | BUY | $1M+ | 37K | $69.49 | Apr 26, 2022 |
| Craig Jonathan M. | MD, Senior EVP | SELL | $100K–$500K | 4K | $80.02 | Apr 7, 2022 |
| Crawford Peter B. | MD, EVP, and CFO | SELL | $100K–$500K | 3K | $91.00 | Mar 22, 2022 |
| Crawford Peter B. | MD, EVP, and CFO | SELL | $100K–$500K | 3K | $87.01 | Mar 17, 2022 |
| Schwab Charles R. | Chairman | SELL | $1M+ | 157K | $85.93 | Feb 22, 2022 |
| Schwab Charles R. | Chairman | SELL | $1M+ | 58K | $86.63 | Feb 18, 2022 |
| Schwab Charles R. | Chairman | SELL | $1M+ | 31K | $95.50 | Feb 11, 2022 |
| Wurster Richard A | President | EXERCISE | $1M+ | 61K | $43.65 | Feb 10, 2022 |
| Wurster Richard A | President | SELL | $1M+ | 61K | $94.62 | Feb 10, 2022 |
| Crawford Peter B. | MD, EVP, and CFO | EXERCISE | $100K–$500K | 8K | $23.12 | Feb 8, 2022 |
| Crawford Peter B. | MD, EVP, and CFO | SELL | $500K+ | 8K | $93.11 | Feb 8, 2022 |
| Morgan Peter J. III | MD | SELL | $100K–$500K | 4K | $94.04 | Feb 8, 2022 |
| Morgan Peter J. III | MD | EXERCISE | $100K–$500K | 4K | $45.30 | Feb 8, 2022 |
| Schwab Charles R. | Chairman | SELL | $1M+ | 119K | $92.59 | Feb 8, 2022 |
| Schwab Charles R. | Chairman | SELL | $1M+ | 119K | $90.20 | Feb 4, 2022 |
| Schwab Charles R. | Chairman | SELL | $1M+ | 121K | $89.75 | Feb 2, 2022 |
| Crawford Peter B. | MD, EVP, and CFO | SELL | $500K+ | 6K | $89.38 | Feb 2, 2022 |
| Crawford Peter B. | MD, EVP, and CFO | EXERCISE | $100K–$500K | 6K | $23.12 | Feb 2, 2022 |
| Morgan Peter J. III | MD | SELL | $100K–$500K | 2K | $87.14 | Feb 1, 2022 |
| Craig Jonathan M. | Senior EVP | SELL | $100K–$500K | 5K | $95.00 | Jan 13, 2022 |
| Craig Jonathan M. | Senior EVP | EXERCISE | $100K–$500K | 5K | $26.39 | Jan 13, 2022 |
| Schwab Charles R. | Chairman | SELL | $1M+ | 60K | $90.07 | Jan 11, 2022 |
| Schwab Charles R. | Chairman | SELL | $1M+ | 60K | $84.84 | Jan 4, 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