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$16.2 Billion27.05% of portfolio
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Vanguard Group Inc Valley Forge, PA122MShares$8.79 Billion0.18% of portfolio
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Black Rock Inc. New York, NY101MShares$7.26 Billion0.17% of portfolio
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Dodge & Cox San Francisco, CA85.8MShares$6.17 Billion3.99% of portfolio
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Price T Rowe Associates Inc Baltimore, MD85.2MShares$6.12 Billion0.75% of portfolio
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State Street Corp Boston, MA61.7MShares$4.43 Billion0.2% of portfolio
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Jpmorgan Chase & CO New York, NY44MShares$3.16 Billion0.29% of portfolio
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Geode Capital Management, LLC Boston, MA29.7MShares$2.13 Billion0.19% of portfolio
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Massachusetts Financial Services CO Boston, MA27MShares$1.94 Billion0.63% of portfolio
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Morgan Stanley New York, NY23.2MShares$1.67 Billion0.13% 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 |
---|---|---|---|---|---|
Oct 25
2024
|
Richard A Wurster President |
SELL
Payment of exercise price or tax liability
|
Direct |
6,479
-4.49%
|
$460,009
$71.98 P/Share
|
Oct 21
2024
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
17,225
-0.03%
|
$1,205,750
$70.9 P/Share
|
Oct 17
2024
|
Carolyn Schwab Pomerantz Director |
SELL
Open market or private sale
|
Indirect |
29,800
-0.75%
|
$2,145,600
$72.19 P/Share
|
Oct 16
2024
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
62,345
-0.1%
|
$4,488,840
$72.52 P/Share
|
Oct 16
2024
|
Charles R. Schwab Co-Chairman |
BUY
Exercise of conversion of derivative security
|
Direct |
62,345
+100.0%
|
$1,745,660
$28.44 P/Share
|
Sep 17
2024
|
Carolyn Schwab Pomerantz Director |
SELL
Open market or private sale
|
Indirect |
9,000
-0.49%
|
$576,000
$64.06 P/Share
|
Aug 16
2024
|
Carolyn Schwab Pomerantz Director |
SELL
Open market or private sale
|
Indirect |
9,000
-0.48%
|
$585,000
$65.24 P/Share
|
Aug 15
2024
|
Carolyn Schwab Pomerantz Director |
SELL
Open market or private sale
|
Indirect |
12,320
-0.66%
|
$800,800
$65.11 P/Share
|
Aug 01
2024
|
Paul V Woolway MD, Chief Banking Officer |
SELL
Open market or private sale
|
Indirect |
1,150
-1.82%
|
$74,750
$65.2 P/Share
|
Jul 31
2024
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
67,386
-0.11%
|
$4,380,090
$65.11 P/Share
|
Jul 31
2024
|
Charles R. Schwab Co-Chairman |
BUY
Exercise of conversion of derivative security
|
Direct |
67,386
+100.0%
|
$1,819,422
$27.45 P/Share
|
Jul 19
2024
|
Carolyn Schwab Pomerantz Director |
SELL
Open market or private sale
|
Indirect |
9,000
-0.24%
|
$558,000
$62.25 P/Share
|
Jul 17
2024
|
Richard A Wurster President |
BUY
Open market or private purchase
|
Direct |
10,000
+6.48%
|
$620,000
$62.05 P/Share
|
Jul 17
2024
|
Walter W Bettinger Co-Chairman and CEO |
BUY
Open market or private purchase
|
Direct |
25,000
+2.93%
|
$1,650,000
$66.26 P/Share
|
Jul 11
2024
|
Jonathan S Beatty MD, Head of Advisor Services |
SELL
Open market or private sale
|
Indirect |
780
-4.14%
|
$58,500
$75.0 P/Share
|
Jul 11
2024
|
Jonathan S Beatty MD, Head of Advisor Services |
BUY
Exercise of conversion of derivative security
|
Direct |
780
+2.07%
|
$34,320
$44.24 P/Share
|
Jul 01
2024
|
Jonathan S Beatty MD, Head of Advisor Services |
BUY
Grant, award, or other acquisition
|
Direct |
11,191
+23.23%
|
-
|
Jun 20
2024
|
Carolyn Schwab Pomerantz Director |
SELL
Open market or private sale
|
Indirect |
9,000
-0.48%
|
$648,000
$72.49 P/Share
|
Jun 12
2024
|
Bernard J. Clark MD Head of Advisor Services |
SELL
Open market or private sale
|
Indirect |
8,164
-6.29%
|
$612,300
$75.0 P/Share
|
Jun 12
2024
|
Bernard J. Clark MD Head of Advisor Services |
BUY
Exercise of conversion of derivative security
|
Direct |
8,164
+100.0%
|
$424,528
$52.05 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 940K shares |
---|---|
Exercise of conversion of derivative security | 329K shares |
Open market or private purchase | 35K shares |
Open market or private sale | 1.35M shares |
---|---|
Payment of exercise price or tax liability | 402K shares |
Bona fide gift | 377K shares |