SCHW
The Charles Schwab Corporation
NYSE · USFinancial ServicesFinancial - Capital Markets
$100.95-0.60%
Price as of Jul 20, 2026
SCHW ownership
The Charles Schwab Corporation ownership & insider activity
Latest available institutional positioning and SEC Form 4 insider transactions, coalesced at the company entity level when listings share coverage.
Insider Activity
Sentiment
6/100
Buys (3m)
1
Sells (3m)
13
Net (3m)
-$35.9M
Insiders buying
Insider trades by month Buys Sells
Jan
Feb
Mar
Apr
May
Jul
Context3-month price +9%Institutions mixed (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 9, 2026 | Craig Jonathan M.officer: MD, Head of Retail Investing | Option | 21,750 | $46.81 |
| Jul 9, 2026 | Craig Jonathan M.officer: MD, Head of Retail Investing | Sell | 21,750 | $102.01 |
| Jul 8, 2026 | Beatty Jonathan Sofficer: MD, Head of Advisor Services | Sell | 2,000 | $102.01 |
| Jul 6, 2026 | Beatty Jonathan Sofficer: MD, Head of Advisor Services | Tax | 1,036 | $92.72 |
| Jul 6, 2026 | Ruffel Charles A.director | Grant | 1,280 | $95.78 |
| Jul 6, 2026 | Brown Marianne Catherinedirector | Grant | 418 | — |
| Jul 6, 2026 | HERRINGER FRANK Cdirector | Grant | 457 | — |
| Jul 6, 2026 | Ellis Stephen Adirector | Grant | 379 | — |
| Jul 6, 2026 | Beatty Jonathan Sofficer: MD, Head of Advisor Services | Sell | 2,000 | $97.03 |
| Jun 25, 2026 | Ellis Stephen Adirector | Option | 2,258 | $25.11 |
| Jun 4, 2026 | Verdeschi Michael Dofficer: CFO | Tax | 6,519 | $87.42 |
| May 28, 2026 | Dea Joandirector | Grant | 3,977 | $89.40 |
| May 28, 2026 | Schwab-Pomerantz Carolyndirector | Grant | 3,977 | $89.40 |
| May 28, 2026 | Ruffel Charles A.director | Grant | 1,602 | — |
| May 28, 2026 | ADAMS JOHN K JRdirector | Grant | 3,977 | $89.40 |
| May 28, 2026 | Wurster Richard Adirector, officer: President & CEO | Buy | 21,959 | $84.23 |
| May 28, 2026 | ADAMS JOHN K JRdirector | Grant | 1,602 | — |
| May 28, 2026 | Dea Joandirector | Grant | 1,602 | — |
| May 28, 2026 | Ruffel Charles A.director | Grant | 3,977 | $89.40 |
| May 28, 2026 | Schwab-Pomerantz Carolyndirector | Grant | 1,602 | — |
| May 27, 2026 | SNEED PAULA Adirector | Grant | 1,602 | — |
| May 27, 2026 | SNEED PAULA Adirector | Grant | 3,977 | $89.40 |
| May 27, 2026 | Sarin Arundirector | Grant | 1,602 | — |
| May 27, 2026 | Ellis Stephen Adirector | Grant | 3,977 | $89.40 |
| May 27, 2026 | HERRINGER FRANK Cdirector | Grant | 3,977 | $89.40 |
| May 27, 2026 | Ellis Stephen Adirector | Grant | 1,602 | — |
| May 27, 2026 | Sarin Arundirector | Grant | 3,977 | $89.40 |
| May 27, 2026 | Brown Marianne Catherinedirector | Grant | 3,977 | $89.40 |
| May 27, 2026 | Brown Marianne Catherinedirector | Grant | 1,602 | — |
| May 27, 2026 | DODDS CHRISTOPHER Vdirector | Grant | 1,602 | — |
Source: SCHW SEC Form 4 filings, latest Jul 9, 2026. For informational purposes only — not investment advice.
Institutional activity (13F)
How institutions changed their SCHW positions over the last 6 months (SEC Form 13F).
Increased
1949
New positions
445
Reduced
1807
Sold out
244
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| VANGUARD GROUP INC | Reduced | 150.5M | Jan 29, 2026 |
| BLACKROCK, INC. | Increased | 134.2M | Feb 12, 2026 |
| BLACKROCK, INC. | Reduced | 133.2M | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 108.4M | May 15, 2026 |
| DODGE & COX | Reduced | 76.5M | Feb 13, 2026 |
| DODGE & COX | Reduced | 75.0M | May 14, 2026 |
| JPMORGAN CHASE & CO | Increased | 73.8M | May 13, 2026 |
| STATE STREET CORP | Increased | 72.8M | May 15, 2026 |
| STATE STREET CORP | Reduced | 72.6M | Feb 13, 2026 |
| Larry Mathis Financial Planning, LLC | Increased | 72.6M | Jul 17, 2026 |
| JPMORGAN CHASE & CO | Increased | 67.2M | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | 49.1M | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | 48.6M | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 38.7M | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 37.7M | Feb 9, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.