Insiders Trades
Schwab Charles Corp Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 19 Jul 2024.
Schwab Charles Corp: what insiders have been doing
Headquartered in San Francisco, United States, Schwab Charles Corp belongs to the Finance & Banking sector and traces its origins to 1971. Filings by its managers are published through SEC (Form 4). From 18 October 2025 to 18 October 2026, the disclosure feed for Schwab Charles Corp logged 147 filings by 31 insiders.
The flow runs one way only: 53 sales worth €175.7M, from 13 insiders, and no purchase. Bettinger Walter W filed the largest sale, €17.5M, on 29 July 2026, which represents 0.012% of the company's market value.
Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. For comparison, the SEC allows two business days to file a Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
Across the 5,812 companies tracked on its exchange, the median is 19 filings; at 147 filings, this issuer sits above that mark. Our records for Schwab Charles Corp go back to 2016, with 20 purchases and 201 sales on the open market in total. In its latest annual report filed with the SEC (10-K, fiscal year ended 31 December 2025), the company reported revenue of 23.92 bn USD and net income of 8.85 bn USD, with a dividend of 1.08 USD per share.
Other companies in the same sector with recent insider buying flagged by our signals: First Guaranty Bancshares, Inc. and Avidia Bancorp, Inc. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
591
Thresholds
n/a
Buy Volume
€14M
20 ops. · all time
Sell Volume
€523M
201 ops. · all time
Who traded when
BuySaleCharles R. Schwab24 sales
Carolyn Schwab-Pomerantz19 sales
Woolway Paul V9 sales
Jonathan S. Beatty8 sales
Murtagh Nigel J8 sales
Walter W. Bettinger8 sales
+9 other insiders
Analyst consensus: bullish or bearish?
Analysts rate Schwab Charles Corp Buy (bullish), based on 22 analysts. Average price target: US$122.32.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 1,167 of 24,148 companies
79.0
score / 100
Value67
Quality91
FCF yld5.5%
Earn yld5.3%
EV/EBITDA·
ROE21%
Gross mgn·
Net mgn35%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$96.80
Analyst consensus
22 analystsBuy
US$95.00Target US$122.32(+26%)US$150.00
Income statement
RevenueUS$23.9B
Net incomeUS$8.4B38.8% margin
Valuation
PER (trailing)17.5x
PER (forward)12.2x
P/Book3.8x
Beta0.78
Balance sheet & cash
Market capUS$167.4B
Total debtUS$31B
Free Cash FlowUS$8.8B
Debt / Equity151%
Profitability & ownership
ROE20.3%
ROA2.1%
% insiders6.2%
% institutions85.6%
Last declaration on 5 October 2026
Declarations591 total
5,000 shares@ US$41.980.0001% mcap7.2% of flowCommon StockSEC:0001879974-26-000015:0
5,000 shares@ US$97.80140.0003% mcap16.8% of flowCommon StockSEC:0001879974-26-000015:1
1,918 shares@ US$31.480.0000% mcap1.4% of flowCommon StockSEC:0001561563-26-000023:0
74,388 shares@ US$46.810.0020% mcap1.5% of flowCommon StockSEC:0001296479-26-000014:0
74,388 shares@ US$110.91370.0047% mcap3.5% of flowCommon StockSEC:0001296479-26-000014:1
3,177 shares@ US$52.050.0001% mcap7.3% of flowCommon StockSEC:0001879974-26-000010:0
3,177 shares@ US$108.12010.0002% mcap15.1% of flowCommon StockSEC:0001879974-26-000010:1
74,388 shares@ US$110.91370.0047% mcap3.5% of flowCOMMONSEC144:0001949846-26-000555
16,354 shares@ US$108.200.0010% mcap77.7% of flowCOMMONSEC144:0001949846-26-000549
9,300 shares0Common StockSEC:0000923738-26-000046:0
9,175 shares@ US$109.25310.0006% mcap2.3% of flowCommon StockSEC:0001950787-26-000016:0
9,175 shares@ US$109.25310.0006% mcap2.3% of flowCOMMONSEC144:0001949846-26-000547
176,210 shares@ US$46.810.0047% mcap3.5% of flowCommon StockSEC:0001296479-26-000011:0
176,210 shares@ US$113.4860.011% mcap8.5% of flowCommon StockSEC:0001296479-26-000011:1
117,000 shares@ US$113.20010.0075% mcap2.6% of flowCommon StockSEC:0000923738-26-000044:0
176,210 shares@ US$113.500.011% mcap8.5% of flowCOMMONSEC144:0001949846-26-000539
117,000 shares@ US$113.480.0075% mcap2.6% of flowCommonSEC144:0001949846-26-000537
54,550 shares0Common StockSEC:0000923738-26-000042:1
45,500 shares0Common StockSEC:0000923738-26-000042:0
1,000 shares@ US$111.33010.0001% mcap3.0% of flowCommon StockSEC:0002028977-26-000017:0
1,000 shares@ US$111.000.0001% mcap3.0% of flowCOMMONSEC144:0001949846-26-000516
21,866 shares@ US$46.810.0006% mcap3.2% of flowCommon StockSEC:0001733065-26-000013:0
21,866 shares@ US$111.02570.0014% mcap7.5% of flowCommon StockSEC:0001733065-26-000013:1
90,500 shares@ US$111.000.0058% mcap2.0% of flowCommonSEC144:0001949846-26-000513
91,325 shares@ US$109.250.0052% mcap2.1% of flowCommonSEC144:0001949846-26-000508
25 of 591 declarations
About Schwab Charles Corp
The Charles Schwab Corporation (NYSE: SCHW) is a leading U.S.-listed financial services company and one of the most recognized names in brokerage, wealth management and investor services in the United States. Founded in 1971 by Charles R. Schwab, the firm began as a discount brokerage and has since evolved into a broad, integrated financial platform. Its headquarters are in Westlake, Texas, United States.
Schwab’s business model is built around a diversified set of financial services delivered through its operating subsidiaries. Core activities include retail brokerage, trading and execution services, banking, lending, asset management, custody, and financial advisory services. The company serves self-directed individual investors, affluent households, and independent investment advisors, while also supporting workplace retirement and institutional custody relationships. Schwab’s platform combines brokerage accounts, bank deposits, margin lending, cash management, digital investing tools, and advisory solutions, creating a sticky ecosystem that encourages client retention and cross-selling.
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From a competitive standpoint, Schwab is one of the dominant players in U.S. retail investing and wealth management, competing with firms such as Fidelity, Morgan Stanley’s E*TRADE, and Interactive Brokers in different parts of the market. Its strengths are scale, brand trust, a large client base, a strong digital offering, and the integration of brokerage and banking under one roof. The company’s size gives it meaningful operating leverage and strong distribution reach. As of year-end 2025, Schwab reported 46.5 million client accounts and $11.90 trillion in client assets, underscoring the breadth of its franchise. ([pressroom.aboutschwab.com](https://pressroom.aboutschwab.com/press-releases/press-release/2026/Schwab-Reports-Record-4Q-and-Full-Year-2025-Results/default.aspx?utm_source=openai))
Recent developments have been constructive. In January 2026, Schwab reported record fourth-quarter and full-year 2025 results, highlighting strong client asset gathering, improved engagement, and record revenue. The company also announced in November 2025 a definitive agreement to acquire Forge, a private market platform and trading marketplace. That transaction signals an important strategic move into private-market access and should, if completed, enhance Schwab’s ability to serve clients seeking exposure beyond traditional listed equities and fixed income. ([pressroom.aboutschwab.com](https://pressroom.aboutschwab.com/press-releases/press-release/2026/Schwab-Reports-Record-4Q-and-Full-Year-2025-Results/default.aspx?utm_source=openai))
For French, Belgian and Swiss investors, Schwab represents a major U.S. financial franchise listed on the NYSE, with earnings drivers tied to client asset growth, net interest income, trading activity and the broader health of U.S. capital markets. Its scale, diversified revenue streams and expanding wealth-management capabilities make it a key benchmark name in American financials.
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