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SCHWAB CHARLES CORP

SCHW, SCHW-PD, SCHW-PJ · Security Brokers, Dealers & Flotation Companies · 1.74B shares · +9%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: $2.5B (gross $2.8B, SBC $320M)

Reference price $84.23 · est. market cap ~$146.5B — last insider purchase, 2026-05-28 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)

Grade

A82

Charles Schwab — dominant brokerage with strong earnings recovery.

Strengths

Risks

Notable findings

Quarterly revenue

2025-06-30 · $5.9B2025-09-30 · $6.1B2025-12-31 · $6.3B2026-03-31 · $6.5B

Last 4 quarters · from SEC filings.

Key metrics

Net margin
37.0%
Return on equity
17.9%
Return on assets
1.8%
Revenue growth (QoQ)
2.3%
Net-income growth
49.0%
Free cash flow
$8.8B
Tangible book value
$30.2B
Cash & investments
$46.0B
Stock comp / revenue
1.3%

Insider transactions · last 18 months

DateInsiderTypeSharesPrice
2026-06-23Ellis Stephen AOption exercise2.3K$25.11
2026-06-03Verdeschi Michael DTax withheld6.5K$87.42
2026-05-28Wurster Richard ABuy22K$84.23
2026-05-26Dea JoanGrant1.6K
2026-05-26ADAMS JOHN K JRGrant1.6K
2026-05-26Brown Marianne CatherineGrant1.6K
2026-05-26Ellis Stephen AGrant1.6K
2026-05-26SNEED PAULA AGrant1.6K
2026-05-26Sarin ArunGrant1.6K
2026-05-26DODDS CHRISTOPHER VGrant1.6K
2026-05-26HERRINGER FRANK CGrant1.6K
2026-05-26Schwab-Pomerantz CarolynGrant1.6K
2026-05-26Ruffel Charles A.Grant1.6K
2026-05-22Schwab Charles R.Gift210K
2026-05-21Dea JoanGift835
2026-05-19Schwab Charles R.Sell28K$92.22
2026-05-18Schwab Charles R.Sell28K$92.40
2026-05-15Schwab Charles R.Gift5.3K
2026-05-13Sarin ArunOption exercise7.9K$28.96
2026-05-13Sarin ArunSell2.5K$91.16
2026-05-06Schwab Charles R.Sell109K$92.01
2026-05-05Schwab-Pomerantz CarolynOption exercise9.9K$31.65
2026-05-05Schwab-Pomerantz CarolynSell9.9K$92.29
2026-05-04Schwab Charles R.Sell109K$91.50
2026-05-01Schwab Charles R.Sell55K$91.86
2026-04-30Schwab Charles R.Sell50K$91.81
2026-04-29Schwab Charles R.Sell64K$90.49
2026-04-28HERRINGER FRANK COption exercise7.9K$28.96
2026-04-28HERRINGER FRANK CSell2.5K$90.60
2026-04-27Schwab Charles R.Sell36K$90.00
2026-04-23Schwab Charles R.Sell36K$90.50
2026-04-15Woolway Paul VOption exercise7.9K$52.05
2026-04-15Woolway Paul VSell7.9K$100.00
2026-04-14Murtagh Nigel JSell41K$99.00
2026-04-14Woolway Paul VOption exercise7.9K$52.05
2026-04-14Woolway Paul VSell7.9K$98.00
2026-04-14Craig Jonathan M.Option exercise22K$46.81
2026-04-14Craig Jonathan M.Sell22K$99.00
2026-04-14Murtagh Nigel JOption exercise41K$52.05
2026-03-24Ellis Stephen AOption exercise1.9K$28.38
2026-03-24Ellis Stephen AOption exercise7.9K$28.96
2026-03-03Howard DennisSell6.3K$94.43
2026-03-03Howard DennisSell3.8K$94.88
2026-03-03Craig Jonathan M.Sell9.0K$94.42
2026-03-03Craig Jonathan M.Sell5.4K$94.89
2026-03-03Murtagh Nigel JSell4.5K$94.43
2026-03-03Murtagh Nigel JSell2.7K$94.90
2026-03-03Woolway Paul VSell3.6K$94.41
2026-03-03Woolway Paul VSell2.5K$94.89
2026-03-02Woolway Paul VOption exercise16K$52.05
2026-03-02Woolway Paul VSell7.9K$94.23
2026-03-02Woolway Paul VSell7.9K$96.00
2026-03-01Schwab Charles R.Tax withheld15K$95.31
2026-03-01Woolway Paul VGrant8.2K
2026-03-01Woolway Paul VTax withheld2.0K$90.31
2026-03-01Wurster Richard AGrant62K
2026-03-01Wurster Richard ATax withheld23K$95.31
2026-03-01Howard DennisGrant16K
2026-03-01Howard DennisTax withheld6.2K$95.31
2026-03-01Morgan Peter J. IIIGrant11K
2026-03-01Morgan Peter J. IIITax withheld4.3K$95.31
2026-03-01Craig Jonathan M.Grant26K
2026-03-01Craig Jonathan M.Tax withheld11K$95.31
2026-03-01Murtagh Nigel JGrant16K
2026-03-01Murtagh Nigel JTax withheld9.1K$95.31
2026-03-01Bettinger Walter WGrant142K
2026-03-01Bettinger Walter WTax withheld61K$95.31
2026-03-01Schwab Charles R.Grant39K
2026-02-27Beatty Jonathan SSell2.0K$95.30
2026-02-26Ellis Stephen ASell11K$96.57
2026-02-25Howard DennisOption exercise28K$64.10
2026-02-25Howard DennisSell28K$95.02
2026-02-10Schwab Charles R.Sell32K$105.58
2026-02-09Schwab Charles R.Sell126K$106.55
2026-02-09Schwab Charles R.Gift60K
2026-02-06Bettinger Walter WOption exercise68K$42.99
2026-02-06Bettinger Walter WSell68K$104.25
2026-02-06DODDS CHRISTOPHER VOption exercise4.4K$73.00
2026-02-06DODDS CHRISTOPHER VOption exercise4.7K$62.66
2026-02-06DODDS CHRISTOPHER VOption exercise2.7K$51.97
2026-02-06DODDS CHRISTOPHER VSell12K$104.55
2026-02-04Bettinger Walter WSell95K$104.25
2026-02-04Bettinger Walter WOption exercise95K$42.99
2026-02-04Schwab Charles R.Sell68K$103.81
2026-02-03Bettinger Walter WSell141K$103.85
2026-02-03Bettinger Walter WOption exercise162K$42.99
2026-02-03Schwab Charles R.Sell97K$103.74
2026-02-03Bettinger Walter WSell21K$104.24
2026-02-02Morgan Peter J. IIIOption exercise7.6K$66.47
2026-02-02Morgan Peter J. IIISell7.6K$104.38
2026-01-29Schwab Charles R.Sell146K$103.16
2026-01-28Schwab Charles R.Option exercise45K$26.39
2026-01-28Schwab Charles R.Sell45K$103.20
2026-01-28Schwab Charles R.Sell26K$103.22
2026-01-26Schwab Charles R.Sell135K$103.09
2026-01-26Schwab Charles R.Option exercise135K$26.39
2026-01-22Schwab-Pomerantz CarolynSell19K$105.25
2026-01-22Schwab-Pomerantz CarolynSell9.5K$105.19
2026-01-22Schwab-Pomerantz CarolynSell9.5K$105.17
2026-01-22Schwab-Pomerantz CarolynSell4.8K$105.02
2026-01-22Beatty Jonathan SOption exercise2.0K$46.39
2026-01-22Beatty Jonathan SSell2.0K$105.00
2025-12-23Beatty Jonathan SSell2.0K$102.01
2025-12-23Beatty Jonathan SOption exercise2.0K$46.39
2025-12-16Ellis Stephen AOption exercise1.9K$31.98
2025-11-19Ruffel Charles A.Gift8.4K
2025-11-13SNEED PAULA AGift8.7K
2025-11-12Schwab Charles R.Gift52K
2025-11-12Beatty Jonathan SSell3.1K$98.00
2025-11-12Beatty Jonathan SOption exercise3.1K$46.39
2025-11-12Murtagh Nigel JGift1.0K
2025-11-10Woolway Paul VGift1.1K
2025-11-10Schwab-Pomerantz CarolynGift298
2025-11-10Bettinger Walter WGift61K
2025-11-10Woolway Paul VGift398
2025-11-10Woolway Paul VGift398
2025-11-07Craig Jonathan M.Option exercise35K$41.98
2025-11-07Craig Jonathan M.Sell35K$95.35
2025-10-29Woolway Paul VGift3.8K
2025-10-29Schwab Charles R.Sell45K$94.52
2025-10-28Schwab Charles R.Sell64K$94.00
2025-10-24Schwab Charles R.Gift32K
2025-10-23Schwab Charles R.Gift19K
2025-10-02Schwab-Pomerantz CarolynSell14K$92.55
2025-10-02Schwab-Pomerantz CarolynSell9.6K$92.55
2025-10-01Woolway Paul VSell1.9K$93.04
2025-10-01Woolway Paul VSell1.3K$93.74
2025-09-23Ellis Stephen AOption exercise2.1K$28.55
2025-09-04Schwab-Pomerantz CarolynSell14K$96.64
2025-09-04Schwab-Pomerantz CarolynSell9.6K$96.64
2025-09-02Woolway Paul VSell3.2K$95.20
2025-08-28Beatty Jonathan SOption exercise6.1K$46.39
2025-08-28Beatty Jonathan SSell6.1K$96.81
2025-08-27Schwab Charles R.Sell136K$97.04
2025-08-27Morgan Peter J. IIIOption exercise48K$64.10
2025-08-27Morgan Peter J. IIISell50K$97.00
2025-08-27Morgan Peter J. IIIOption exercise2.2K$46.39
2025-08-27Beatty Jonathan SSell3.3K$97.18
2025-08-26Schwab Charles R.Sell136K$96.67
2025-08-25Schwab-Pomerantz CarolynSell14K$96.06
2025-08-08Schwab Charles R.Sell104K$96.84
2025-08-08Schwab Charles R.Sell29K$96.60
2025-08-07Schwab-Pomerantz CarolynSell9.4K$96.68
2025-08-07Schwab-Pomerantz CarolynSell200$97.20
2025-08-07Schwab-Pomerantz CarolynSell400$97.22
2025-08-07Schwab-Pomerantz CarolynSell14K$96.68
2025-08-07Schwab Charles R.Sell23K$96.02
2025-08-01Woolway Paul VSell3.3K$96.06
2025-07-29Murtagh Nigel JOption exercise24K$41.98
2025-07-29Murtagh Nigel JSell24K$97.91
2025-07-29Wurster Richard ASell20K$99.16
2025-07-29Dea JoanGift513
2025-07-29Bettinger Walter WSell174K$98.84
2025-07-03Schwab-Pomerantz CarolynSell9.6K$91.59
2025-07-03Schwab-Pomerantz CarolynSell14K$91.59
2025-07-01Woolway Paul VSell3.3K$90.95
2025-07-01Beatty Jonathan STax withheld1.0K$90.74
2025-06-24Ellis Stephen AOption exercise1.9K$33.12
2025-06-18Woolway Paul VOption exercise10K$46.81
2025-06-18Woolway Paul VSell10K$90.01
2025-06-18Murtagh Nigel JOption exercise21K$42.99
2025-06-18Murtagh Nigel JSell21K$90.01
2025-06-05Schwab-Pomerantz CarolynSell14K$87.25
2025-06-05Schwab-Pomerantz CarolynSell9.6K$87.25
2025-06-03Verdeschi Michael DTax withheld5.9K$87.54
2025-06-02Woolway Paul VSell3.3K$87.68
2025-05-30Beatty Jonathan SSell2.9K$87.57
2025-05-28Murtagh Nigel JOption exercise25K$41.98
2025-05-28Murtagh Nigel JSell25K$88.20
2025-05-27DODDS CHRISTOPHER VGrant1.5K
2025-05-27Schwab-Pomerantz CarolynGrant1.5K
2025-05-27Brown Marianne CatherineGrant1.5K
2025-05-27Ruffel Charles A.Grant1.5K
2025-05-27MARTIN-FLICKINGER GERRIGrant1.5K
2025-05-27Dea JoanGrant1.5K
2025-05-27ADAMS JOHN K JRGrant1.5K
2025-05-27Ellis Stephen AGrant1.5K
2025-05-27Ricketts Todd MGrant1.5K
2025-05-27SNEED PAULA ASell8.6K$88.06
2025-05-27SNEED PAULA AGrant1.5K
2025-05-27SARIN ARUNGrant1.5K
2025-05-27HERRINGER FRANK CGrant1.5K
2025-05-22Schwab Charles R.Sell35K$87.50
2025-05-22Morgan Peter J. IIISell10K$87.39
2025-05-21Ruffel Charles A.Sell5.6K$87.65
2025-05-21Craig Jonathan M.Option exercise48K$41.98
2025-05-21Craig Jonathan M.Sell48K$88.46
2025-05-19Bettinger Walter WSell192K$89.00
2025-05-16Schwab-Pomerantz CarolynSell11K$88.74
2025-05-16Schwab-Pomerantz CarolynSell7.2K$88.73
2025-05-13Schwab Charles R.Gift80K
2025-05-12Schwab Charles R.Sell120K$85.39
2025-05-09Wurster Richard ASell15K$84.08
2025-05-08Woolway Paul VOption exercise8.6K$41.98
2025-05-08Woolway Paul VSell8.6K$85.00
2025-05-08Beatty Jonathan SOption exercise3.7K$44.24
2025-05-08Beatty Jonathan SSell3.7K$85.00
2025-05-08Murtagh Nigel JOption exercise25K$42.99
2025-05-08Murtagh Nigel JSell25K$85.00
2025-05-08Schwab Charles R.Gift6.0K
2025-05-07Schwab Charles R.Gift62K
2025-05-06Schwab Charles R.Gift80K
2025-05-06Murtagh Nigel JGift121
2025-05-05Wurster Richard AGift2.9K
2025-05-05Schwab Charles R.Gift75K
2025-05-01Woolway Paul VSell8.6K$82.00
2025-05-01Woolway Paul VOption exercise8.6K$41.98
2025-05-01Woolway Paul VSell3.4K$81.15
2025-05-01Schwab-Pomerantz CarolynSell14K$81.14
2025-05-01Schwab-Pomerantz CarolynSell9.6K$81.14
2025-05-01Craig Jonathan M.Option exercise9.6K$42.99
2025-05-01Craig Jonathan M.Sell9.6K$82.00
2025-04-30Schwab Charles R.Gift625K
2025-04-28Schwab Charles R.Sell38K$79.55
2025-04-22Schwab-Pomerantz CarolynOption exercise6.9K$31.37
2025-04-22Schwab-Pomerantz CarolynSell6.9K$76.77
2025-04-21HERRINGER FRANK CSell3.6K$74.26
2025-04-21HERRINGER FRANK COption exercise8.5K$31.21
2025-04-03Schwab-Pomerantz CarolynSell8.3K$74.90
2025-04-03Schwab-Pomerantz CarolynSell12K$74.89
2025-04-03Schwab-Pomerantz CarolynSell2.1K$75.20
2025-04-03Schwab-Pomerantz CarolynSell1.2K$75.22
2025-04-01Woolway Paul VSell3.0K$77.36
2025-04-01Woolway Paul VSell400$77.96
2025-03-31Ricketts Todd MGift291K
2025-03-24Woolway Paul VOption exercise8.6K$41.98
2025-03-24Woolway Paul VSell8.6K$80.00
2025-03-14Ruffel Charles A.Option exercise8.6K$43.21
2025-03-06Schwab-Pomerantz CarolynSell14K$75.58
2025-03-06Schwab-Pomerantz CarolynSell9.6K$75.59
2025-03-06Craig Jonathan M.Sell23K$75.59
2025-03-05Woolway Paul VSell9.9K$75.38
2025-03-05Murtagh Nigel JSell15K$75.38
2025-03-03Craig Jonathan M.Tax withheld19K$79.05
2025-03-03Woolway Paul VTax withheld3.4K$79.05
2025-03-03Woolway Paul VSell3.4K$79.32
2025-03-03Schwab Charles R.Tax withheld26K$79.05
2025-03-03Bettinger Walter WTax withheld97K$79.05
2025-03-03Murtagh Nigel JTax withheld11K$79.05
2025-03-03Wurster Richard ATax withheld35K$79.05
2025-03-03Craig Jonathan M.Sell29K$79.32
2025-03-03Morgan Peter J. IIITax withheld8.4K$79.05
2025-03-03Craig Jonathan M.Option exercise29K$42.99
2025-03-01Schwab Charles R.Grant66K
2025-03-01Woolway Paul VGrant13K
2025-03-01Beatty Jonathan SOption exercise9.5K
2025-03-01Beatty Jonathan STax withheld2.1K$79.05
2025-03-01Wurster Richard AGrant93K
2025-03-01Morgan Peter J. IIIGrant19K
2025-03-01Craig Jonathan M.Grant42K
2025-03-01Murtagh Nigel JGrant27K
2025-03-01Bettinger Walter WGrant225K
2025-02-27Schwab Charles R.Sell56K$79.14
2025-02-24Schwab Charles R.Gift62K
2025-02-24Schwab Charles R.Gift25K
2025-02-21Schwab Charles R.Sell100$82.36
2025-02-21Schwab Charles R.Sell124K$81.90
2025-02-19Schwab Charles R.Sell124K$81.96
2025-02-18Schwab Charles R.Sell5.9K$81.40
2025-02-13Schwab Charles R.Sell113K$81.20
2025-02-13Schwab Charles R.Sell12K$81.60
2025-02-12Schwab Charles R.Sell181K$82.09
2025-02-12Bettinger Walter WOption exercise465K$26.39
2025-02-12Bettinger Walter WSell442K$81.87
2025-02-12Bettinger Walter WSell23K$82.66
2025-02-12Schwab Charles R.Option exercise181K$30.17
2025-02-06Schwab-Pomerantz CarolynSell14K$82.70
2025-02-06Schwab-Pomerantz CarolynSell9.6K$82.70
2025-01-23SARIN ARUNOption exercise8.5K$31.21
2025-01-23SARIN ARUNSell8.5K$81.82
2025-01-22Morgan Peter J. IIIOption exercise15K$41.98
2025-01-22Morgan Peter J. IIISell15K$80.70
2025-01-02Schwab-Pomerantz CarolynSell14K$74.14
2025-01-02Schwab-Pomerantz CarolynSell9.6K$74.14

All non-derivative Form 4 activity (SEC), newest first.

Supply chain

Suppliers (0)

    Named in the 10-K; linked when we track them.

    Notable events (8-K)

    DateItems
    2026-06-015.03Exhibitsfiling ↗
    2026-05-22Shareholder votefiling ↗
    2026-05-21OtherExhibitsfiling ↗
    2026-04-223.035.03OtherExhibitsfiling ↗
    2026-04-16ResultsExhibitsfiling ↗
    2026-03-02Reg FDExhibitsfiling ↗
    2026-01-29Exec/director changeReg FDExhibitsfiling ↗
    2026-01-21ResultsExhibitsfiling ↗

    Recent filings

    FormFiledPeriodAccession
    8-K2026-06-012026-06-010001193125-26-251689 ↗
    8-K2026-05-222026-05-210001193125-26-237020 ↗
    8-K2026-05-212026-05-180001193125-26-234609 ↗
    10-Q2026-05-082026-03-310000316709-26-000019 ↗
    8-K2026-04-222026-04-200001193125-26-170805 ↗
    8-K2026-04-162026-04-160000316709-26-000016 ↗
    8-K2026-03-022026-03-020001193125-26-084374 ↗
    10-K2026-02-252025-12-310000316709-26-000009 ↗
    8-K2026-01-292026-01-290001193125-26-029376 ↗
    8-K2026-01-212026-01-210000316709-26-000004 ↗
    8-K2025-11-142025-11-140001193125-25-283263 ↗
    10-Q2025-11-072025-09-300000316709-25-000051 ↗