Schwab Charles Corp
SCHWFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Schwab Charles Corp Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 19 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 25, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Polymer Capital Management (US) LLC | 2026-03-31 | 8,263 | $777K | SEC filing |
| Canandaigua National Trust Co of Florida | 2026-03-31 | 9,166 | $861K | SEC filing |
| OKABENA INVESTMENT SERVICES INC | 2026-03-31 | 7,963 | $748K | SEC filing |
| ROSS\JOHNSON & Associates LLC | 2026-03-31 | 42 | $3.95K | SEC filing |
| Cassaday & Co Wealth Management LLC | 2026-03-31 | 8,160 | $767K | SEC filing |
| Capital International, Inc./CA/ | 2026-03-31 | 29,528 | $2.78M | SEC filing |
| Cranbrook Wealth Management, LLC | 2026-03-31 | 1,535 | $144K | SEC filing |
| JEPPSON WEALTH MANAGEMENT, LLC | 2026-03-31 | 19,092 | $1.79M | SEC filing |
| Northside Capital Management, LLC | 2026-03-31 | 2,506 | $236K | SEC filing |
| J. Safra Sarasin Holding AG | 2026-03-31 | 31,329 | $2.94M | SEC filing |
| BALLAST ADVISORS LLC | 2026-03-31 | 591 | Not shown | SEC filing |
| ProShare Advisors LLC | 2026-03-31 | 358,842 | $33.7M | SEC filing |
| Elyxium Wealth, LLC | 2026-03-31 | 2,293 | $215K | SEC filing |
| Garde Capital, Inc. | 2026-03-31 | 19,934 | $1.87M | SEC filing |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2026-03-31 | 1,265,779 | $119M | SEC filing |
| HARTFORD INVESTMENT MANAGEMENT CO | 2026-03-31 | 95,555 | $8.98M | SEC filing |
| Soltis Investment Advisors LLC | 2026-03-31 | 5,787 | $544K | SEC filing |
| WELLINGTON MANAGEMENT GROUP LLP | 2026-03-31 | 433,625 | $40.8M | SEC filing |
| Merkkuri Wealth Advisors LLC | 2026-03-31 | 26 | $2.48K | SEC filing |
| Gen-Wealth Partners Inc | 2026-03-31 | 518 | $48.7K | SEC filing |
- Each value is checked against Schwab Charles Corp's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Schwab Charles Corp's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Schwab Charles Corp's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-05-06 · Schwab Charles R.: Larger than 78 of the 86 other insider sales of Common Stock on file. SEC filing
- 2026-05-04 · Schwab Charles R.: Larger than 78 of the 86 other insider sales of Common Stock on file. SEC filing
- 2026-02-09 · Schwab Charles R.: Larger than 80 of the 86 other insider sales of Common Stock on file. SEC filing
- 2026-02-03 · Bettinger Walter W: Larger than 84 of the 86 other insider sales of Common Stock on file. SEC filing
- 2026-01-29 · Schwab Charles R.: Larger than 85 of the 86 other insider sales of Common Stock on file. SEC filing
- 2026-01-26 · Schwab Charles R.: Larger than 81 of the 86 other insider sales of Common Stock on file. SEC filing
- 2025-08-27 · Schwab Charles R.: Larger than 82 of the 86 other insider sales of Common Stock on file. SEC filing
- 2025-08-26 · Schwab Charles R.: Larger than 82 of the 86 other insider sales of Common Stock on file. SEC filing
- 2025-07-29 · Bettinger Walter W: Larger than all 86 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-28 | Wurster Richard A · President & CEO | Common Stock | P — Open market or private purchase | +21,959 | 84.23 | SEC filing |
| 2026-05-19 | Schwab Charles R. · Co-Chairman | Common Stock | S — Open market or private sale | −27,500 | 92.22 | SEC filing |
| 2026-05-18 | Schwab Charles R. · Co-Chairman | Common Stock | S — Open market or private sale | −27,500 | 92.40 | SEC filing |
| 2026-05-13 | Sarin Arun · Director | Common Stock | S — Open market or private sale | −2,500 | 91.16 | SEC filing |
| 2026-05-06 | Schwab Charles R. · Co-Chairman | Common Stock | S — Open market or private sale | −109,300 | 92.01 | SEC filing |
| 2026-05-05 | Schwab-Pomerantz Carolyn · Director | Common Stock | S — Open market or private sale | −9,910 | 92.29 | SEC filing |
| 2026-05-04 | Schwab Charles R. · Co-Chairman | Common Stock | S — Open market or private sale | −109,300 | 91.50 | SEC filing |
| 2026-05-01 | Schwab Charles R. · Co-Chairman | Common Stock | S — Open market or private sale | −55,000 | 91.86 | SEC filing |
Showing 8 of 11 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-23 | Ellis Stephen A · Director | Nonqualified Stock Option (right to buy) | M — Exercise or conversion of derivative security | −2,258 | SEC filing |
| 2026-06-23 | Ellis Stephen A · Director | Common Stock | M — Exercise or conversion of derivative security | +2,258 | SEC filing |
| 2026-06-03 | Verdeschi Michael D · CFO | Common Stock | F — Payment of exercise price or tax by delivering securities | −6,519 | SEC filing |
| 2026-05-26 | HERRINGER FRANK C · Director | Common Stock | A — Grant, award, or other acquisition | +1,602 | SEC filing |
| 2026-05-26 | HERRINGER FRANK C · Director | Nonqualified Stock Option (right to buy) | A — Grant, award, or other acquisition | +3,977 | SEC filing |
| 2026-05-26 | Brown Marianne Catherine · Director | Nonqualified Stock Option (right to buy) | A — Grant, award, or other acquisition | +3,977 | SEC filing |
| 2026-05-26 | Dea Joan · Director | Nonqualified Stock Option (right to buy) | A — Grant, award, or other acquisition | +3,977 | SEC filing |
| 2026-05-26 | Brown Marianne Catherine · Director | Common Stock | A — Grant, award, or other acquisition | +1,602 | SEC filing |
Showing 8 of 40 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.