Insider and congress filings
The Charles Schwab Corporation (SCHW)
About The Charles Schwab Corporation
from the company's filings and listing- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Financial - Capital Markets
- Chief executive
- Richard Andrew Wurster
- Employees
- 33,700
- Listed since
- Sep 22, 1987
- Market value
- $185.3B
- Price to earnings
- 19.3
- Earnings per share
- $5.82
- Dividend yield
- 1.15%
Earnings
6 reported quarters · next on Oct 15, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Jul 21, 2026 | $1.62 | $1.56 | $7.1B | $6.9B | EPS beatRevenue beat |
| Apr 16, 2026 | $1.43 | $1.40 | $6.5B | $6.5B | EPS beatRevenue in line |
| Jan 21, 2026 | $1.39 | $1.36 | $6.3B | $6.4B | EPS beatRevenue in line |
| Oct 16, 2025 | $1.31 | $1.25 | $6.1B | $6.0B | EPS beatRevenue beat |
| Jul 18, 2025 | $1.14 | $1.10 | $5.9B | $5.7B | EPS beatRevenue beat |
| Apr 17, 2025 | $1.04 | $1.01 | $5.6B | $5.5B | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $12.4B | 134,414,949 | +0.9% | 7.75% |
| Vanguard Capital Management LLC | $9.9B | 107,329,957 | -0.9% | 6.19% |
| Dodge & Cox | $7.1B | 76,968,323 | +2.6% | 4.44% |
| State Street Corp | $6.8B | 73,174,188 | +0.6% | 4.22% |
| Jpmorgan Chase & Co | $4.5B | 49,165,186 | -33.4% | 2.83% |
| FMR LLC | $4.1B | 44,265,455 | +24.0% | 2.55% |
| Price T Rowe Associates Inc | $4.0B | 43,292,139 | -11.0% | 2.50% |
| Geode Capital Management, LLC | $3.4B | 37,293,274 | -3.6% | 2.15% |
| Franklin Resources Inc | $3.4B | 36,476,735 | +14.6% | 2.10% |
| Vanguard Portfolio Management LLC | $2.5B | 26,889,062 | +1.2% | 1.55% |
| Primecap Management Co | $2.3B | 25,120,895 | +7.2% | 1.45% |
| Harris Associates L P | $2.2B | 24,201,471 | +11.0% | 1.39% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
20 filings of 341 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Neesha HathiMD, Head Wealth Adv, Bnk, Tst | Sold · scheduled | 3,177 | $109.04 | $346K | Sep 1, 2026 | 1d |
| Walter W. BettingerCo-Chairman | Sold | 74,388 | $110.91 | $8.3M | Aug 28, 2026 | 3d |
| Neesha HathiMD, Head Wealth Adv, Bnk, Tst | Sold · scheduled | 3,177 | $108.12 | $343K | Aug 28, 2026 | 3d |
| Carolyn Schwab-PomerantzDirector | Sold | 9,175 | $109.25 | $1.0M | Aug 26, 2026 | 1d |
| Charles R. SchwabCo-Chairman | Sold | 117,000 | $113.20 | $13.2M | Aug 24, 2026 | 2d |
| Walter W. BettingerCo-Chairman | Sold | 176,210 | $113.49 | $20.0M | Aug 24, 2026 | 2d |
| Jonathan S. BeattyMD, Head of Advisor Services | Sold | 1,000 | $111.33 | $111K | Aug 17, 2026 | 1d |
| Jonathan M. CraigMD, Head of Retail Investing | Sold | 21,866 | $111.03 | $2.4M | Aug 14, 2026 | 3d |
| Dennis HowardMD, Chief Tech, OPS & Data Off | Sold | 2,198 | $110.00 | $242K | Aug 13, 2026 | 4d |
| Charles R. SchwabCo-Chairman | Sold | 46,410 | $108.18 | $5.0M | Aug 12, 2026 | 1d |
| Charles R. SchwabCo-Chairman | Sold | 46,445 | $107.78 | $5.0M | Aug 11, 2026 | 0d |
| Nigel J. MurtaghChief Risk Officer | Sold | 1,897 | $109.00 | $207K | Aug 6, 2026 | 4d |
| Nigel J. MurtaghChief Risk Officer | Sold | 24,778 | $109.01 | $2.7M | Aug 10, 2026 | 0d |
| Paula A. SneedDirector | Sold | 5,263 | $107.15 | $564K | Aug 7, 2026 | 3d |
| Carolyn Schwab-PomerantzDirector | Sold | 18,561 | $107.70 | $2.0M | Aug 5, 2026 | 2d |
| Jonathan M. CraigMD, Head of Retail Investing | Sold | 21,750 | $107.02 | $2.3M | Aug 5, 2026 | 2d |
| Carolyn Schwab-PomerantzDirector | Sold | 22,640 | $106.36 | $2.4M | Aug 4, 2026 | 1d |
| Charles R. SchwabCo-Chairman | Sold | 47,650 | $106.08 | $5.1M | Aug 4, 2026 | 0d |
| Charles R. SchwabCo-Chairman | Sold | 95,250 | $105.52 | $10.1M | Aug 3, 2026 | 1d |
| Dennis HowardMD, Chief Tech, OPS & Data Off | Sold | 28,000 | $105.01 | $2.9M | Jul 28, 2026 | 2d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in SCHW
20 disclosures of 158 on record · median 28d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -4.6%S&P -0.6% · vs S&P 500 -4.0% | Aug 18, 2026 | Sep 4, 2026 | 17d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +3.9%S&P +2.7% · vs S&P 500 +1.2% | Jul 20, 2026 | Aug 7, 2026 | 18d |
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | +14.5%S&P +20.7% · vs S&P 500 -6.2% | Mar 30, 2026 | Jul 21, 2026 | 113d |
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | +15.4%S&P +20.2% · vs S&P 500 -4.9% | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +15.5%S&P +2.1% · vs S&P 500 +13.4% | Jun 30, 2026 | Jul 6, 2026 | 6d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +14.4%S&P +3.6% · vs S&P 500 +10.7% | Jun 23, 2026 | Jul 6, 2026 | 13d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | +13.7%S&P +1.6% · vs S&P 500 +12.1% | Jun 16, 2026 | Jul 6, 2026 | 20d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | +24.8%S&P +2.1% · vs S&P 500 +22.8% | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +16.4%S&P +5.8% · vs S&P 500 +10.6% | May 1, 2026 | Jun 9, 2026 | 39d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +10.1%S&P +11.1% · vs S&P 500 -1.0% | Apr 13, 2026 | May 11, 2026 | 28d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | +17.4%S&P +21.9% · vs S&P 500 -4.4% | Mar 30, 2026 | Apr 7, 2026 | 8d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +15.4%S&P +20.2% · vs S&P 500 -4.9% | Mar 27, 2026 | Apr 7, 2026 | 11d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +14.4%S&P +10.9% · vs S&P 500 +3.6% | Feb 24, 2026 | Mar 9, 2026 | 13d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | +4.5%S&P +12.5% · vs S&P 500 -8.0% | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +1.4%S&P +10.3% · vs S&P 500 -8.9% | Feb 6, 2026 | Mar 9, 2026 | 31d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +6.4%S&P +9.8% · vs S&P 500 -3.4% | Jan 9, 2026 | Feb 13, 2026 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +3.0%S&P +9.8% · vs S&P 500 -6.8% | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Dan NewhouseSpouse | Stock | Purchase | $1,001 - $15,000 | +9.8%S&P +10.6% · vs S&P 500 -0.8% | Dec 11, 2025 | Jan 15, 2026 | 35d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | +9.6%S&P +12.7% · vs S&P 500 -3.1% | Dec 18, 2025 | Jan 15, 2026 | 28d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +11.2%S&P +10.9% · vs S&P 500 +0.3% | Dec 10, 2025 | Jan 12, 2026 | 33d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
12 members · estimate, as of Sep 10, 202612 members report a position (estimated). The largest estimated position is in the Over $50,000,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Pete Ricketts | Republican · Senate | Over $50,000,000 | 69.5% |
| Tony Wied | Republican · House | $100,001 - $250,000 | 0.8% |
| Gilbert Ray Cisneros, Jr. | Democrat · House | $100,001 - $250,000 | 0.5% |
| Susan M. Collins | Republican · Senate | $15,001 - $50,000 | 1.1% |
| Josh Gottheimer | Democrat · House | $15,001 - $50,000 | 0.1% |
| Rick W. Allen | Republican · House | $15,001 - $50,000 | 0.6% |
| Marjorie Taylor Greene | Republican · House | $15,001 - $50,000 | 0.5% |
| Mark Harris | Republican · House | $15,001 - $50,000 | 0.9% |
| Dan Newhouse | Republican · House | $1,001 - $15,000 | 1.3% |
| Harriet M. Hageman | Republican · House | $1,001 - $15,000 | 0.3% |
| Julie Johnson | Democrat · House | $1,001 - $15,000 | 0.1% |
| Robert J. Wittman | Republican · House | $1,001 - $15,000 | 0.9% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Neesha HathiMD, Head Wealth Adv, Bnk, Tst | Option exercise | 3,177 | Sep 1, 2026 |
| Walter W. BettingerCo-Chairman | Option exercise | 74,388 | Aug 28, 2026 |
| Neesha HathiMD, Head Wealth Adv, Bnk, Tst | Option exercise | 3,177 | Aug 28, 2026 |
| Charles R. SchwabCo-Chairman | Gift | 9,300 | Aug 27, 2026 |
| Walter W. BettingerCo-Chairman | Option exercise | 176,210 | Aug 24, 2026 |
| Charles R. SchwabCo-Chairman | Gift | 45,500 | Aug 17, 2026 |
| Charles R. SchwabCo-Chairman | Gift | 54,550 | Aug 18, 2026 |
| Jonathan M. CraigMD, Head of Retail Investing | Option exercise | 21,866 | Aug 14, 2026 |
| Charles R. SchwabCo-Chairman | Gift | 37,200 | Aug 6, 2026 |
| Nigel J. MurtaghChief Risk Officer | Option exercise | 24,778 | Aug 10, 2026 |
| Nigel J. MurtaghChief Risk Officer | Option exercise | 1,897 | Aug 6, 2026 |
| Jonathan M. CraigMD, Head of Retail Investing | Option exercise | 21,750 | Aug 5, 2026 |
| Dennis HowardMD, Chief Tech, OPS & Data Off | Tax withholding | 1,292 | Aug 1, 2026 |
| Dennis HowardMD, Chief Tech, OPS & Data Off | Option exercise | 28,000 | Jul 28, 2026 |
| Carolyn Schwab-PomerantzDirector | Gift | 271 | Jul 28, 2026 |
| Charles R. SchwabCo-Chairman | Gift | 60,000 | Jul 28, 2026 |
| Nigel J. MurtaghChief Risk Officer | Option exercise | 32,947 | Jul 27, 2026 |
| Walter W. BettingerCo-Chairman | Option exercise | 93,408 | Jul 28, 2026 |
| Walter W. BettingerCo-Chairman | Option exercise | 192,488 | Jul 27, 2026 |
| Nigel J. MurtaghChief Risk Officer | Option exercise | 4,053 | Jul 21, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling SCHW?
Across the 20 most recent open-market filings shown here, 0 were purchases and 20 were sales. 2 were scheduled in advance under a Rule 10b5-1 plan.
Which members of Congress have traded SCHW?
Ro Khanna, Alan Armstrong, Gilbert Ray Cisneros, Jr., Dan Newhouse, Julie Johnson disclosed SCHW transactions in the filings shown here.
Which members of Congress hold SCHW?
12 members of Congress report a position in SCHW in the estimate we hold as of Sep 10, 2026. The three largest estimated positions belong to Pete Ricketts, Tony Wied and Gilbert Ray Cisneros, Jr.. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is SCHW in the S&P 500 or the Nasdaq 100?
The Charles Schwab Corporation is a current member of the S&P 500, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are SCHW trades disclosed?
Insider filings on this page reached the public a median of 2 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 28 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.