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SCHW · Schwab Charles Corp
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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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SCHW

SCHWAB CHARLES CORP
FINANCIAL SERVICES · SECURITY BROKERS, DEALERS & FLOTATION COMPANIES · CIK 0000316709
C-SUITE BUYING · 1CONGRESS · 2FORM 144 · 29☆ WATCH
INSIDER NET · 180D
-$198.3M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
1
CONGRESS BUYERS · 1Y
2
FUNDS ADDED · QTR
1,072
13F, latest reported quarter
REVENUE GROWTH
+22.0%
XBRL, annual
NET MARGIN
37.0%
CONVERSIONS · 180D
24
codes C/M, not in net · $39.9M priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$198.3M over 180 days
-$143.8M over 90 days
below 99% of Financial Services
CONGRESS
2 members bought in the last year
more than 62% of Financial Services
FUNDS
1,072 funds added or opened last quarter
more than 97% of Financial Services
REVENUE
+22.0% year over year
more than 66% of Financial Services
MARGIN
37.0% net margin
more than 84% of Financial Services
BUYBACKS
$3.4B repurchased, FY to 2026-06-30
more than 97% of Financial Services
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$198.3M across 13 people in 180 days.
1,072 funds added or opened positions in the latest 13F quarter, of 2,318 holders.
2 members of Congress reported buying it this year.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +14.0%
+14.0%12M
-10%-0%+10%+20%2025-092025-102025-122026-032026-052026-072026-09 2026-07-27 · Bettinger Walter W sold $20.0M2026-08-24 · Bettinger Walter W sold $20.0M2026-01-29 · Schwab Charles R. sold $15.0M2026-02-03 · Bettinger Walter W sold $14.6M2026-01-26 · Schwab Charles R. sold $13.9M2026-02-09 · Schwab Charles R. sold $13.4M2026-08-24 · Schwab Charles R. sold $13.2M2026-07-29 · Schwab Charles R. sold $10.1M2026-05-06 · Schwab Charles R. sold $10.1M2026-08-03 · Schwab Charles R. sold $10.1M2026-02-03 · Schwab Charles R. sold $10.0M2026-05-04 · Schwab Charles R. sold $10.0M2026-02-04 · Bettinger Walter W sold $9.9M2026-08-28 · Bettinger Walter W sold $8.3M2026-02-04 · Schwab Charles R. sold $7.1M2026-02-06 · Bettinger Walter W sold $7.0M2025-10-28 · Schwab Charles R. sold $6.1M2026-04-29 · Schwab Charles R. sold $5.8M2026-07-28 · Schwab Charles R. sold $5.1M2026-08-04 · Schwab Charles R. sold $5.1M2026-05-01 · Schwab Charles R. sold $5.1M2026-08-12 · Schwab Charles R. sold $5.0M2026-08-11 · Schwab Charles R. sold $5.0M2026-01-28 · Schwab Charles R. sold $4.6M2026-07-24 · Schwab Charles R. sold $4.6M2026-04-30 · Schwab Charles R. sold $4.6M2026-07-28 · Bettinger Walter W sold $4.4M2025-10-29 · Schwab Charles R. sold $4.2M2026-04-14 · Murtagh Nigel J sold $4.1M2026-07-28 · Bettinger Walter W sold $4.0M2026-02-10 · Schwab Charles R. sold $3.4M2025-11-07 · Craig Jonathan M. sold $3.4M2026-04-23 · Schwab Charles R. sold $3.3M2026-04-27 · Schwab Charles R. sold $3.3M2026-07-28 · Howard Dennis sold $2.9M2026-01-28 · Schwab Charles R. sold $2.7M2026-08-10 · Murtagh Nigel J sold $2.7M2026-02-25 · Howard Dennis sold $2.7M2026-05-18 · Schwab Charles R. sold $2.5M2026-05-19 · Schwab Charles R. sold $2.5M2026-08-14 · Craig Jonathan M. sold $2.4M2026-08-04 · Schwab-Pomerantz Carolyn sold $2.4M2026-08-28 · Bettinger Walter W filed to sell $8.3M2026-08-28 · Hathi Neesha filed to sell $1.8M2026-08-26 · Schwab-Pomerantz Carolyn filed to sell $1.0M2026-08-24 · Bettinger Walter W filed to sell $20.0M2026-08-24 · Schwab Charles R. filed to sell $13.3M2026-08-17 · Beatty Jonathan S filed to sell $111.0K2026-08-14 · Schwab Charles R. filed to sell $10.0M2026-08-13 · Howard Dennis filed to sell $241.8K2026-08-13 · Schwab Charles R. filed to sell $10.0M2026-08-12 · Schwab Charles R. filed to sell $5.0M2026-08-11 · Schwab Charles R. filed to sell $5.0M2026-08-07 · SNEED PAULA A filed to sell $563.9K2026-08-05 · Craig Jonathan M. filed to sell $6.3M2026-08-05 · Schwab-Pomerantz Carolyn filed to sell $2.0M2026-08-04 · Schwab Charles R. filed to sell $5.0M2026-08-04 · Schwab-Pomerantz Carolyn filed to sell $2.4M2026-08-03 · Schwab Charles R. filed to sell $10.0M2026-07-29 · Schwab Charles R. filed to sell $10.1M2026-07-28 · Bettinger Walter W filed to sell $9.7M2026-07-28 · Howard Dennis filed to sell $6.2M
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $198.3M sold by insiders over 180 days, 1,072 funds added last quarter, 2 Congress member(s) bought in 12 months, $168.3M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTDAVEGSLDI
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, SCHWAB CHARLES CORP insiders sold a net $198.3M of stock across 412 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Hathi Neesha
MD, Head Wealth Adv, Bnk, Tst
SELL
2026-09-01
3,177.0
$346.4K
Hathi Neesha
MD, Head Wealth Adv, Bnk, Tst
SELL
2026-08-28
3,177.0
$343.5K
Bettinger Walter W
Co-Chairman
SELL
2026-08-28
74,388.0
$8.3M
Schwab-Pomerantz Carolyn
Director
SELL
2026-08-26
9,175.0
$1.0M
Bettinger Walter W
Co-Chairman
SELL
2026-08-24
176,210.0
$20.0M
412 TRANSACTIONS ON RECORD

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Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
134,414,949.0 sh
$12.4B
VANGUARD CAPITAL MANAGEMENT LLC
107,329,957.0 sh
$9.9B
Dodge & Cox
76,968,323.0 sh
$7.1B
STATE STREET CORP
73,174,188.0 sh
$6.8B
JPMORGAN CHASE & CO
49,165,186.0 sh
$4.5B
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
Bettinger Walter W
FILED 2026-08-28
$8.3M
Hathi Neesha
FILED 2026-08-28
$1.8M
Schwab-Pomerantz Carolyn
FILED 2026-08-26
$1.0M
Bettinger Walter W
FILED 2026-08-24
$20.0M
Schwab Charles R.
FILED 2026-08-24
$13.3M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
iShares U.S. Broker-Dealers & Securities Exchanges ETF
$174.0M POSITION · AS OF 2026-03-31
11.3%
Select Brokerage and Investment Management Portfolio
$78.4M POSITION · AS OF 2026-02-28
7.9%
FMI Large Cap Fund
$86.9M POSITION · AS OF 2026-03-31
7.8%
Provident Trust Strategy Fund
$12.1M POSITION · AS OF 2026-03-31
6.3%
WHITE OAK SELECT GROWTH FUND
$26.0M POSITION · AS OF 2026-04-30
5.5%
Artisan Select Equity Fund
$4.4M POSITION · AS OF 2026-03-31
5.2%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Walter W. Bettinger II
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$18.8M
$27.2M
$7.3M
+101%
+131%
2024
$26.4M
$29.4M
$8.1M
+47%
+83%
2023
$23.9M
$4.2M
$8.2M
+35%
+43%
2022
$24.4M
$57.9M
$8.4M
+60%
+26%
2021
$21.9M
$41.6M
$9.1M
+60%
+40%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$23.9B$19.6B$18.8B$20.8B
NET INCOME$8.9M$5.9M$5.1M$7.2M
EPS (DILUTED)4.652.992.543.50
OPERATING CASH FLOW$9.3B$2.7B$19.6B$2.1B
CASH$46.0B$42.1B$43.3B$40.2B
BUYBACKS$7.3B$0$2.8B$3.4B
DIVIDENDS PAID$2.3B$2.3B$2.3B$2.1B
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
W WAVEMAN

Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →