View the latest insider transactions and institutional holdings for SCHW. Analyze how executives and major investors are positioning.
| Insider Name | Relationship | Trade Date | Transaction | Price/Share | Shares Traded | Total Value ($) | Total Holdings | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Schwab-Pomerantz Carolyn | Director | Oct 02 '25 | Proposed Sale | 92.47 | 24,000 | 2,219,393 | Oct 02 10:25 AM | |
| Schwab-Pomerantz Carolyn | Director | Oct 02 '25 | Sale | 92.55 | 24,000 | 2,221,193 | 440,914 | Oct 03 06:57 PM |
| Woolway Paul V | MD, Chief Banking Officer | Oct 01 '25 | Sale | 93.33 | 3,205 | 299,111 | 34,778 | Oct 02 07:04 PM |
| Woolway Paul V | Officer | Oct 01 '25 | Proposed Sale | 93.33 | 3,205 | 299,111 | Oct 01 10:10 AM | |
| Ellis Stephen A | Director | Sep 23 '25 | Option Exercise | 28.55 | 2,105 | 60,098 | 6,660 | Sep 26 09:35 PM |
| Schwab-Pomerantz Carolyn | Director | Sep 04 '25 | Sale | 96.64 | 24,000 | 2,319,300 | 450,514 | Sep 05 08:01 PM |
| Woolway Paul V | MD, Chief Banking Officer | Sep 02 '25 | Sale | 95.20 | 3,205 | 305,127 | 37,983 | Sep 03 07:31 PM |
| Beatty Jonathan S | Officer | Aug 28 '25 | Proposed Sale | 99.11 | 13,216 | 1,309,865 | Aug 28 10:41 AM | |
| Beatty Jonathan S | MD, Head of Advisor Services | Aug 28 '25 | Sale | 96.81 | 6,144 | 594,809 | 11,923 | Aug 29 06:24 PM |
| Schwab Charles R. | Co-Chairman | Aug 27 '25 | Sale | 97.04 | 136,500 | 13,246,506 | 56,331,449 | Aug 28 08:20 PM |
| Morgan Peter J. III | General Counsel | Aug 27 '25 | Sale | 97.00 | 50,016 | 4,851,572 | 0 | Aug 29 06:18 PM |
| Beatty Jonathan S | MD, Head of Advisor Services | Aug 27 '25 | Sale | 97.18 | 3,296 | 320,305 | 11,923 | Aug 29 06:24 PM |
| Beatty Jonathan S | Officer | Aug 27 '25 | Proposed Sale | 97.18 | 3,296 | 320,305 | Aug 27 02:40 PM | |
| Schwab Charles R. | Officer | Aug 27 '25 | Proposed Sale | 97.10 | 136,500 | 13,254,150 | Aug 27 12:57 PM | |
| Morgan Peter J. III | Officer | Aug 27 '25 | Proposed Sale | 97.02 | 50,016 | 4,852,552 | Aug 27 01:20 PM | |
| Schwab Charles R. | Co-Chairman | Aug 26 '25 | Sale | 96.67 | 136,500 | 13,194,909 | 56,467,949 | Aug 28 08:20 PM |
| Schwab Charles R. | Officer | Aug 26 '25 | Proposed Sale | 96.25 | 136,500 | 13,138,125 | Aug 26 01:50 PM | |
| Schwab-Pomerantz Carolyn | Director | Aug 25 '25 | Proposed Sale | 96.15 | 13,542 | 1,302,009 | Aug 25 12:16 PM | |
| Schwab-Pomerantz Carolyn | Director | Aug 25 '25 | Sale | 96.06 | 13,542 | 1,300,803 | 1,463,657 | Aug 27 05:52 PM |
| Schwab Charles R. | Director | Aug 08 '25 | Proposed Sale | 96.70 | 104,500 | 10,105,150 | Aug 08 03:20 PM | |
| Schwab Charles R. | Co-Chairman | Aug 08 '25 | Sale | 96.79 | 133,153 | 12,888,080 | 56,604,449 | Aug 11 07:02 PM |
| Schwab Charles R. | Director | Aug 08 '25 | Proposed Sale | 96.60 | 28,653 | 2,767,880 | Aug 08 11:43 AM | |
| Schwab-Pomerantz Carolyn | Director | Aug 07 '25 | Sale | 96.69 | 24,000 | 2,320,657 | 460,114 | Aug 08 06:46 PM |
| Schwab Charles R. | Officer | Aug 07 '25 | Proposed Sale | 96.02 | 22,721 | 2,181,611 | Aug 07 04:15 PM | |
| Schwab Charles R. | Co-Chairman | Aug 07 '25 | Sale | 96.02 | 22,721 | 2,181,611 | 56,737,602 | Aug 11 07:02 PM |
| Woolway Paul V | MD, Chief Banking Officer | Aug 01 '25 | Sale | 96.06 | 3,290 | 316,043 | 41,188 | Aug 05 08:26 PM |
| Bettinger Walter W | Co-Chairman | Jul 29 '25 | Sale | 98.84 | 173,876 | 17,186,391 | 590,734 | Jul 31 06:03 PM |
| Murtagh Nigel J | Officer | Jul 29 '25 | Proposed Sale | 98.08 | 24,096 | 2,363,335 | Jul 29 02:34 PM | |
| Wurster Richard A | President & CEO | Jul 29 '25 | Sale | 99.16 | 20,500 | 2,032,852 | 157,189 | Jul 31 05:13 PM |
| Bettinger Walter W | Director | Jul 29 '25 | Proposed Sale | 98.84 | 173,876 | 17,186,387 | Jul 29 03:50 PM | |
| Murtagh Nigel J | Chief Risk Officer | Jul 29 '25 | Sale | 97.91 | 24,096 | 2,359,290 | 58,999 | Jul 31 05:05 PM |
| Wurster Richard A | Officer | Jul 29 '25 | Proposed Sale | 99.16 | 20,500 | 2,032,850 | Jul 29 11:46 AM | |
| Schwab-Pomerantz Carolyn | Director | Jul 03 '25 | Proposed Sale | 91.43 | 72,000 | 6,583,126 | Jul 03 10:52 AM | |
| Schwab-Pomerantz Carolyn | Director | Jul 03 '25 | Sale | 91.59 | 24,000 | 2,198,154 | 469,714 | Jul 07 06:35 PM |
| Woolway Paul V | MD, Chief Banking Officer | Jul 01 '25 | Sale | 90.95 | 3,290 | 299,220 | 35,864 | Jul 02 07:54 PM |
| Ellis Stephen A | Director | Jun 24 '25 | Option Exercise | 33.12 | 1,853 | 61,371 | 6,660 | Jun 26 07:45 PM |
| Woolway Paul V | MD, Chief Banking Officer | Jun 18 '25 | Sale | 90.01 | 10,129 | 911,684 | 39,154 | Jun 20 04:18 PM |
| Woolway Paul V | Director | Jun 18 '25 | Proposed Sale | 90.00 | 19,914 | 1,792,260 | Jun 18 04:13 PM | |
| Murtagh Nigel J | Officer | Jun 18 '25 | Proposed Sale | 90.01 | 20,872 | 1,878,665 | Jun 18 03:20 PM | |
| Murtagh Nigel J | Chief Risk Officer | Jun 18 '25 | Sale | 90.01 | 20,872 | 1,878,666 | 58,999 | Jun 20 04:19 PM |
| Schwab-Pomerantz Carolyn | Director | Jun 05 '25 | Sale | 87.25 | 24,000 | 2,093,956 | 479,314 | Jun 06 04:16 PM |
| Woolway Paul V | MD, Chief Banking Officer | Jun 02 '25 | Sale | 87.68 | 3,290 | 288,452 | 39,154 | Jun 03 06:06 PM |
| Beatty Jonathan S | Officer | May 30 '25 | Proposed Sale | 87.57 | 2,850 | 249,572 | May 30 01:18 PM | |
| Beatty Jonathan S | MD, Head of Advisor Services | May 30 '25 | Sale | 87.57 | 2,850 | 249,572 | 15,219 | Jun 02 04:48 PM |
| Murtagh Nigel J | Officer | May 28 '25 | Proposed Sale | 88.17 | 25,000 | 2,204,250 | May 28 12:02 PM | |
| Murtagh Nigel J | Chief Risk Officer | May 28 '25 | Sale | 88.20 | 25,000 | 2,205,105 | 58,999 | May 30 04:02 PM |
| SNEED PAULA A | Director | May 27 '25 | Sale | 88.06 | 8,647 | 761,479 | 105,654 | May 29 07:00 PM |
| SNEED PAULA A | Director | May 27 '25 | Proposed Sale | 88.06 | 8,647 | 761,478 | May 27 11:55 AM | |
| Schwab Charles R. | Director | May 22 '25 | Proposed Sale | 87.25 | 34,585 | 3,017,541 | May 22 02:30 PM | |
| Morgan Peter J. III | Officer | May 22 '25 | Proposed Sale | 87.39 | 10,176 | 889,295 | May 22 12:37 PM | |
| Schwab Charles R. | Co-Chairman | May 22 '25 | Sale | 87.50 | 34,585 | 3,026,343 | 57,569,203 | May 27 04:15 PM |
| Morgan Peter J. III | General Counsel | May 22 '25 | Sale | 87.39 | 10,176 | 889,295 | 0 | May 23 04:04 PM |
| Craig Jonathan M. | Officer | May 21 '25 | Proposed Sale | 88.45 | 47,500 | 4,201,375 | May 21 12:43 PM | |
| Ruffel Charles A. | Director | May 21 '25 | Sale | 87.65 | 5,556 | 486,986 | 16,594 | May 22 08:53 PM |
| Craig Jonathan M. | MD, Head of Investor Services | May 21 '25 | Sale | 88.46 | 47,500 | 4,201,636 | 0 | May 22 08:56 PM |
| Ruffel Charles A. | Director | May 21 '25 | Proposed Sale | 87.65 | 5,556 | 486,986 | May 21 03:23 PM | |
| Bettinger Walter W | Director | May 19 '25 | Proposed Sale | 89.00 | 191,523 | 17,045,424 | May 19 02:41 PM | |
| Bettinger Walter W | Co-Chairman | May 19 '25 | Sale | 89.00 | 191,523 | 17,045,432 | 764,610 | May 20 04:06 PM |
| Schwab-Pomerantz Carolyn | Director | May 16 '25 | Sale | 88.74 | 18,010 | 1,598,165 | 488,914 | May 19 04:01 PM |
| Schwab-Pomerantz Carolyn | Director | May 16 '25 | Proposed Sale | 88.50 | 18,010 | 1,593,885 | May 16 01:53 PM | |
| Schwab Charles R. | Director | May 15 '25 | Proposed Sale | 87.20 | 145,775 | 12,711,580 | May 15 11:53 AM | |
| Schwab Charles R. | Director | May 13 '25 | Proposed Sale | 85.75 | 145,775 | 12,500,206 | May 13 02:15 PM | |
| Schwab Charles R. | Co-Chairman | May 12 '25 | Sale | 85.39 | 120,000 | 10,247,244 | 59,002,353 | May 14 04:00 PM |
| Schwab Charles R. | Director | May 12 '25 | Proposed Sale | 85.59 | 120,000 | 10,270,800 | May 12 02:08 PM |
| Report Date | Institution | % Held | Shares Held | Value ($) | % Change QoQ |
|---|---|---|---|---|---|
| 2025-06-30 | FMR, LLC | 1.90% | 34,579,061 | 3,239,366,445 | 8.13% |
| 2025-06-30 | Franklin Resources, Inc. | 1.65% | 30,035,937 | 2,813,766,587 | 2.79% |
| 2025-06-30 | Morgan Stanley | 1.33% | 24,088,854 | 2,256,643,850 | 12.40% |
| 2025-06-30 | Dodge & Cox Inc | 4.65% | 84,357,885 | 7,902,646,692 | -4.95% |
| 2025-06-30 | Blackrock Inc. | 7.06% | 128,213,107 | 12,011,003,902 | 4.36% |
| 2025-06-30 | State Street Corporation | 3.99% | 72,464,619 | 6,788,485,530 | 0.74% |
| 2025-06-30 | JPMORGAN CHASE & CO | 3.89% | 70,604,230 | 6,614,204,287 | 30.36% |
| 2025-06-30 | Geode Capital Management, LLC | 2.06% | 37,381,183 | 3,501,869,234 | 2.86% |
| 2025-06-30 | Vanguard Group Inc | 8.33% | 151,182,081 | 14,162,737,394 | 1.88% |
| 2025-06-30 | Price (T.Rowe) Associates Inc | 4.12% | 74,835,769 | 7,010,614,862 | -8.79% |
