Stocks › SCHW
SCHWAB CHARLES CORP
SCHW·NYSE·
United States·USD
United States·USD$96.80
-1.16 (-1.18%)
Close · Oct 6, 2026 · Close Prices from Tiingo.com
SCHW
SCHWAB CHARLES CORP · NYSE
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
SCHWS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
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Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair
Congressional Trades
Recent trades of SCHW by members of U.S. Congress · 306 on record · 15 in the last 12 months
Whale Activity
Position changes in SCHW reported for 2026-09-30 by 11 tracked institutional filers
- Increased0
- New0
- Held0
- Decreased1
- Closed0
- No prior filing10
| Filer | Shares | Value | Change |
|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 706.4K | $69.0M | — |
| ROCKLAND TRUST CO | 391.6K | $38.3M | — |
| PARK NATIONAL CORP /OH/ | 240.6K | $23.5M | — |
| DUDLEY & SHANLEY, INC. | 212.0K | $20.7M | — |
| ARGENT CAPITAL MANAGEMENT LLC | 181.9K | $17.8M | — |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 125.0K | $12.2M | — |
| Central Pacific Bank - Trust Division | 65.9K | $6.4M | — |
| Parrish Capital LLC | 12.6K | $1.2M | decreased |
| Miller Global Investments, LLC | 9,330 | $912K | — |
| Marathon Mission, Inc. | 6,981 | $682K | — |
| Lakehouse Capital Pty Ltd | 32.9K | $3K | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Net shares bought (+) or sold (−) on the open market by SCHW insiders, by quarter · Form 4
Recent Insider Transactions
4,724 transactions on record · newest first
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Sale | −5,000 | $97.80 | $489K | Oct 1, 2026 | Form 4 ↗ |
| Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Sale | −3,177 | $109.04 | $346K | Sep 1, 2026 | Form 4 ↗ |
| Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Sale | −3,177 | $108.12 | $343K | Aug 28, 2026 | Form 4 ↗ |
| Bettinger Walter WCo-Chairman · Director | Sale | −74.4K | $110.91 | $8.3M | Aug 28, 2026 | Form 4 ↗ |
| Schwab-Pomerantz CarolynDirector · Director | Sale | −9,175 | $109.25 | $1.0M | Aug 26, 2026 | Form 4 ↗ |
| Bettinger Walter WCo-Chairman · Director | Sale | −176.2K | $113.49 | $20.0M | Aug 24, 2026 | Form 4 ↗ |
| Schwab Charles R.Co-Chairman · Director | Sale | −117.0K | $113.20 | $13.2M | Aug 24, 2026 | Form 4 ↗ |
| Beatty Jonathan SMD, Head of Advisor Services | Sale | −1,000 | $111.33 | $111K | Aug 17, 2026 | Form 4 ↗ |
| Craig Jonathan M.MD, Head of Retail Investing | Sale | −21.9K | $111.03 | $2.4M | Aug 14, 2026 | Form 4 ↗ |
| Howard DennisMD, Chief Tech, OPS & Data Off | Sale | −2,198 | $110.00 | $242K | Aug 13, 2026 | Form 4 ↗ |
| Schwab Charles R.Co-Chairman · Director | Sale | −46.4K | $108.18 | $5.0M | Aug 12, 2026 | Form 4 ↗ |
| Schwab Charles R.Co-Chairman · Director | Sale | −46.4K | $107.78 | $5.0M | Aug 11, 2026 | Form 4 ↗ |
| Murtagh Nigel JChief Risk Officer | Sale | −24.8K | $109.01 | $2.7M | Aug 10, 2026 | Form 4 ↗ |
| SNEED PAULA ADirector · Director | Sale | −5,263 | $107.15 | $564K | Aug 7, 2026 | Form 4 ↗ |
| Murtagh Nigel JChief Risk Officer | Sale | −1,897 | $109.00 | $207K | Aug 6, 2026 | Form 4 ↗ |
| Schwab-Pomerantz CarolynDirector · Director | Sale | −18.6K | $107.70 | $2.0M | Aug 5, 2026 | Form 4 ↗ |
| Craig Jonathan M.MD, Head of Retail Investing | Sale | −21.8K | $107.02 | $2.3M | Aug 5, 2026 | Form 4 ↗ |
| Schwab-Pomerantz CarolynDirector · Director | Sale | −22.6K | $106.36 | $2.4M | Aug 4, 2026 | Form 4 ↗ |
| Schwab Charles R.Co-Chairman · Director | Sale | −47.6K | $106.08 | $5.1M | Aug 4, 2026 | Form 4 ↗ |
| Schwab Charles R.Co-Chairman · Director | Sale | −95.3K | $105.52 | $10.1M | Aug 3, 2026 | Form 4 ↗ |
Fund Holders
Mutual funds and ETFs holding SCHW · SEC Form N-PORT
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 52.4M | $4.84B | 0.21% | Jun 30, 2026 |
| Dodge & Cox Stock Fund Dodge & Cox Funds | 51.4M | $4.74B | 4.00% | Jun 30, 2026 |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 42.3M | $3.91B | 0.23% | Jun 30, 2026 |
| iShares Core S&P 500 ETF iShares Trust | 22.5M | $2.07B | 0.23% | Jun 30, 2026 |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 21.4M | $1.87B | 0.22% | May 31, 2026 |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | 19.8M | $1.83B | 0.23% | Jun 30, 2026 |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 15.7M | $1.45B | 0.57% | Jun 30, 2026 |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 15.5M | $1.43B | 1.49% | Jun 30, 2026 |
| Putnam Large Cap Value Fund | 9.9M | $1.04B | 1.88% | Jul 31, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 11.1M | $1.02B | 1.99% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list SCHW's shares (CUSIP 808513105), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
Schedule 13D / 13G beneficial-ownership filings
- Vanguard Capital ManagementSCHEDULE 13G · passive (13G) · 125.0M shares7.2%
Apr 29, 2026 · ↗ - The Vanguard GroupSCHEDULE 13G/A · passive (13G) · 0 shares0.0%
Mar 26, 2026 · ↗ - The Vanguard GroupSCHEDULE 13G/A · passive (13G) · 148.4M shares8.2%
Apr 30, 2025 · ↗ - TD Group US Holdings LLCSCHEDULE 13D/A · activist (13D) · 0 shares0.0%
Feb 12, 2025 · ↗ - The Toronto-Dominion BankSCHEDULE 13D/A · activist (13D) · 1.3M shares0.1%
Feb 12, 2025 · ↗
Corporate Lobbying
Estimated quarterly lobbying spending reported under the LDA, filings naming SCHWAB CHARLES CORP as client
No lobbying filings found naming SCHWAB CHARLES CORP as the client.
Government Contracts
Federal awards to SCHWAB CHARLES CORP · USAspending
No federal contract awards found for SCHWAB CHARLES CORP.
U.S. Patents
Recent USPTO applications naming SCHWAB CHARLES CORP
No USPTO patent applications found for SCHWAB CHARLES CORP.
Annual Financials
From SCHW's 10-K filings · XBRL
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $23.92B | $19.61B | $18.84B | $20.76B | $18.52B |
| Net income | $8.85B | $5.94B | $5.07B | $7.18B | $5.86B |
| Diluted EPS | $4.65 | $2.99 | $2.54 | $3.50 | $2.83 |
| Operating cash flow | $9.31B | $2.67B | $19.59B | $2.06B | $2.12B |
| Cash and equivalents | $46.03B | $42.08B | $43.34B | $40.20B | $62.98B |
| Total assets | $491.00B | $479.84B | $493.18B | $551.77B | $667.27B |
| Total liabilities | $441.57B | $431.47B | $452.22B | $515.16B | $611.01B |
| Shareholders' equity | $49.42B | $48.38B | $40.96B | $36.61B | $56.26B |
As SCHWAB CHARLES CORP tagged them in its 10-K filings: totals for the year on the income and cash-flow lines, values at the year's end on the balance-sheet lines. Latest 10-K, filed Feb 25, 2026 ↗
Stock Splits
Every split and reverse split in the price history
- 3-for-2Stock splitMay 31, 2000
- 2-for-1Stock splitJul 2, 1999
- 3-for-2Stock splitDec 14, 1998
- 3-for-2Stock splitSep 16, 1997
- 2-for-1Stock splitSep 5, 1995
- 3-for-2Stock splitMar 2, 1995
- 3-for-2Stock splitJun 2, 1993
- 3-for-2Stock splitDec 3, 1991
Split dates and ratios from the price history · Close Prices from Tiingo.com
Material Events (8-K)
Corporate events filed with the SEC
- 8-K · Items 8.01, 9.01Other eventsAug 12, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsJul 21, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsJun 29, 2026
EDGAR ↗ - 8-K · Items 5.03, 9.01Bylaw amendmentJun 1, 2026
EDGAR ↗ - 8-K · Items 5.07Shareholder voteMay 22, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsMay 21, 2026
EDGAR ↗ - 8-K · Items 3.03, 5.03, 8.01, 9.01Modification of rights · Bylaw amendment · Other eventsApr 22, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsApr 16, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureMar 2, 2026
EDGAR ↗ - 8-K · Items 5.02, 7.01, 9.01Officer / director change · Reg FD disclosureJan 29, 2026
EDGAR ↗
About SCHWAB CHARLES CORP
From SEC EDGAR company records
Industry (SIC 6211)Security Brokers, Dealers & Flotation Companies
SectorFinancials
HeadquartersWESTLAKE, TX
IncorporatedDE
SEC CIK0000316709 ↗