Schwab Charles Corp SCHW
We take great care to ensure that the data presented and summarized in this overview for SCHWAB CHARLES CORP is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SCHW
View all-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$17.8 Billion26.06% of portfolio
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Vanguard Group Inc Valley Forge, PA121MShares$9.53 Billion0.18% of portfolio
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Black Rock Inc. New York, NY99.5MShares$7.84 Billion0.17% of portfolio
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Dodge & Cox San Francisco, CA86.3MShares$6.8 Billion3.82% of portfolio
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Price T Rowe Associates Inc Baltimore, MD72.3MShares$5.7 Billion0.64% of portfolio
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State Street Corp Boston, MA61.5MShares$4.85 Billion0.2% of portfolio
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Jpmorgan Chase & CO New York, NY40.8MShares$3.22 Billion0.27% of portfolio
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Massachusetts Financial Services CO Boston, MA30.8MShares$2.42 Billion0.69% of portfolio
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Geode Capital Management, LLC Boston, MA29MShares$2.29 Billion0.2% of portfolio
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Morgan Stanley New York, NY23.3MShares$1.83 Billion0.14% of portfolio
Latest Institutional Activity in SCHW
Top Purchases
Top Sells
About SCHW
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
Insider Transactions at SCHW
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
May 15
2024
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
58,065
-0.1%
|
$4,529,070
$78.08 P/Share
|
May 14
2024
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
65,360
-0.11%
|
$4,967,360
$76.89 P/Share
|
May 09
2024
|
Carolyn Schwab Pomerantz Director |
SELL
Open market or private sale
|
Indirect |
26,315
-1.55%
|
$1,999,940
$76.13 P/Share
|
May 09
2024
|
Charles R. Schwab Co-Chairman |
SELL
Bona fide gift
|
Indirect |
34,000
-0.06%
|
-
|
May 08
2024
|
Charles R. Schwab Co-Chairman |
SELL
Bona fide gift
|
Indirect |
65,790
-0.11%
|
-
|
May 06
2024
|
Carolyn Schwab Pomerantz Director |
SELL
Open market or private sale
|
Indirect |
13,113
-0.77%
|
$996,588
$76.38 P/Share
|
May 06
2024
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
65,790
-0.11%
|
$5,000,040
$76.4 P/Share
|
May 03
2024
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
66,225
-0.11%
|
$4,966,875
$75.51 P/Share
|
Apr 29
2024
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
59,906
-0.1%
|
$4,433,044
$74.78 P/Share
|
Apr 26
2024
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
59,905
-0.1%
|
$4,432,970
$74.96 P/Share
|
Apr 24
2024
|
Peter B. Crawford CFO |
SELL
Open market or private sale
|
Indirect |
5,481
-8.3%
|
$411,075
$75.51 P/Share
|
Apr 24
2024
|
Peter B. Crawford CFO |
BUY
Exercise of conversion of derivative security
|
Direct |
5,481
+100.0%
|
$153,468
$28.44 P/Share
|
Apr 22
2024
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
89,275
-0.29%
|
$6,606,350
$74.62 P/Share
|
Apr 22
2024
|
Charles R. Schwab Co-Chairman |
SELL
Bona fide gift
|
Indirect |
26,900
-0.04%
|
-
|
Apr 19
2024
|
Stephen A Ellis Director |
SELL
Open market or private sale
|
Indirect |
14,750
-11.96%
|
$1,076,750
$73.2 P/Share
|
Apr 19
2024
|
Stephen A Ellis Director |
BUY
Exercise of conversion of derivative security
|
Direct |
14,750
+34.42%
|
$398,250
$27.04 P/Share
|
Apr 19
2024
|
Carolyn Schwab Pomerantz Director |
SELL
Open market or private sale
|
Indirect |
9,000
-0.47%
|
$657,000
$73.17 P/Share
|
Apr 18
2024
|
Carolyn Schwab Pomerantz Director |
SELL
Open market or private sale
|
Indirect |
7,482
-0.43%
|
$546,186
$73.47 P/Share
|
Apr 18
2024
|
Carolyn Schwab Pomerantz Director |
BUY
Exercise of conversion of derivative security
|
Direct |
7,482
+54.08%
|
$209,496
$28.44 P/Share
|
Apr 18
2024
|
Joseph R Martinetto COO |
SELL
Bona fide gift
|
Indirect |
13,353
-5.14%
|
-
|
Last 12 Months Summary
Grant, award, or other acquisition | 938K shares |
---|---|
Exercise of conversion of derivative security | 315K shares |
Open market or private purchase | 833 shares |
Open market or private sale | 1.27M shares |
---|---|
Payment of exercise price or tax liability | 396K shares |
Bona fide gift | 579K shares |
Discretionary transaction | 9.7K shares |