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The Charles Schwab Corporation (SCHW)
USD97.00
+1.22 (+1.27%)
US NYSE S&P 500
Financial Services Financial - Capital Markets
Address
3000 Schwab Way 76262
Westlake, TX, US
Westlake, TX, US
CEO
Richard Andrew Wurster
Website
schwab.com
IPO
1987-09-22
CIK 316709 ISIN US8085131055
Also trades on
London Stock Exchange · 0L3I.L (USD)
New York Stock Exchange · SCHW (USD)
New York Stock Exchange · SCHW-PD (USD)
New York Stock Exchange · SCHW-PJ (USD)
Description
The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and financial planning advice. Its operations are primarily structured around two core divisions: Investor Services and Advisor Services. The Investor Services segment caters directly to individual retail clients, furnishing a range of services such as brokerage accounts, investment guidance, banking and trust administration, retirement planning, and corporate brokerage offerings. It further assists businesses with the full-service recordkeeping of equity compensation plans (e.g., stock options, restricted stock, performance shares), provides clearing services for retail investors and mutual funds, and offers compliance solutions. Conversely, the Advisor Services segment provides a robust support system for independent investment advisors. This includes custodial services, trading platforms, banking infrastructure, and general operational support. Within this segment, offerings span diverse brokerage accounts for equities, fixed income, margin lending, options, and futures/forex trading. It also facilitates cash management through various instruments, provides access to a broad selection of proprietary and third-party mutual funds and ETFs, and offers comprehensive trading and clearing for these investment vehicles. Furthermore, it delivers sophisticated advice solutions like managed portfolios, separately managed accounts, customized personal financial guidance, and specialized planning. Complementing these are banking products such as checking and savings accounts, first-lien residential mortgages, home equity lines of credit, and pledged asset lines, alongside a full spectrum of trust services including custody, reporting, and administrative roles. As of December 31, 2021, the company maintained an extensive physical presence, with approximately 400 domestic branch offices located across 48 U.S. states and the District of Columbia, in addition to sites in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, its corporate headquarters are situated in Westlake, Texas.
News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 1997-05-30 | — | Active |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD97.00
+1.22 (+1.27%)
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Volume Profile
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Liquidity & share structure
Average Volume
12M
Beta
0.77
Float Shares
1.64B
Free Float %
94.2%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.34% | -2.62% | -4.68% | -8.25% | -5.80% | -12.57% | -0.86% | +65.78% | +17.03% | +185.64% | +24,019.84% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (50 ratings, all time)
Buy
Price Targets & DCF
Current price
97.00
Low
105.00
+8.2%
Consensus
121.89
+25.7%
Median
125.00
+28.9%
High
137.00
+41.2%
DCF (Unlevered)
67.45
-30.5%
DCF (Levered)
72.79
-25.0%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
86% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 8 | 0 |
| Buy | 11 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
130.67
+34.7%
|
| Last Quarter | 7 |
126.71
+30.6%
|
| Last Year | 32 |
121.06
+24.8%
|
| All Time | 82 |
100.09
+3.2%
|
Quality scores
Altman Z-Score
0.89
Distress
Piotroski F-Score
9 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Capital Markets: +19.7%+6.5% Q1'26: +9.8% (vs Q1'25)
-
EPS growth Financial - Capital Markets: +35.3%+55.9% ★ Q1'26: +38.4% (vs Q1'25)
-
FCF margin FCF growth · Financial - Capital Markets: +29.5%+10.5% Q1'26: +98.7% (vs Q1'25)
-
EBIT margin Financial - Capital Markets: +33.5%+41.4% ★ Q1'26: +43.7% (vs Q1'25)
-
ROIC Financial - Capital Markets: +4.0%— Q1'26: +66.6% (vs Q1'25)
-
Share dilution Financial - Capital Markets: +0.0%-3.1% ★ Q1'26: -3.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×2.41× ★ Q1'26: 2.34× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 9 Rev. Ana. 14 EPS Ana. |
Dec 2027 14 Rev. Ana. 15 EPS Ana. |
Dec 2028 7 Rev. Ana. 5 EPS Ana. |
Dec 2029 3 Rev. Ana. 1 EPS Ana. |
Dec 2030 6 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
5.20B
est: 4.28B (+21.5%)
|
4.43B
est: 4.39B (+0.8%)
|
4.33B
est: 3.98B (+8.7%)
|
4.48B
est: 4.39B (+2.0%)
|
4.12B
est: 4.30B (-4.3%)
|
4.99B
est: 4.99B (-0.1%)
|
5.62B
est: 5.57B (+0.9%)
|
5.44B
est: 5.18B (+4.9%)
|
4.47B
est: 4.31B (+3.9%)
|
4.47B
est: 4.34B (+3.1%)
|
4.88B
est: 4.77B (+2.3%)
|
5.05B
est: 4.95B (+2.0%)
|
5.54B
est: 5.46B (+1.5%)
|
6.16B
est: 5.97B (+3.2%)
|
6.50B
est: 6.30B (+3.2%)
|
7.65B
est: 7.49B (+2.1%)
|
8.96B
est: 8.61B (+4.1%)
|
10.99B
est: 10.11B (+8.7%)
|
11.79B
est: 10.73B (+9.8%)
|
12.11B
est: 11.62B (+4.2%)
|
19.00B
est: 18.58B (+2.2%)
|
22.31B
est: 20.87B (+6.9%)
|
25.52B
est: 18.40B (+38.7%)
|
26.00B
est: 19.46B (+33.6%)
|
27.68B
est: 23.95B (+15.5%)
|
27.07B
26.57B – 27.66B
+13.0% YoY
|
29.91B
26.29B – 31.23B
+10.5% YoY
|
33.03B
32.43B – 33.63B
+10.4% YoY
|
35.01B
32.60B – 36.25B
+6.0% YoY
|
37.47B
34.90B – 38.80B
+7.0% YoY
|
| EBITDA |
581.00M
est: 1.58B (-63.2%)
|
548.00M
est: 891.88M (-38.6%)
|
994.00M
est: 1.20B (-17.3%)
|
871.00M
est: 1.03B (-15.6%)
|
1.21B
est: 2.00B (-39.6%)
|
1.63B
est: 2.65B (-38.3%)
|
2.01B
est: 3.79B (-47.0%)
|
2.18B
est: 2.28B (-4.5%)
|
1.44B
est: 1.52B (-5.8%)
|
925.00M
est: 1.25B (-25.7%)
|
1.55B
est: 1.67B (-7.5%)
|
1.65B
est: 1.74B (-5.3%)
|
1.91B
est: 1.95B (-2.4%)
|
2.31B
est: 2.33B (-0.9%)
|
2.50B
est: 2.68B (-6.8%)
|
3.23B
est: 3.34B (-3.5%)
|
3.92B
est: 4.10B (-4.4%)
|
4.87B
est: 5.63B (-13.5%)
|
5.20B
est: 6.05B (-14.2%)
|
4.90B
est: 5.12B (-4.3%)
|
8.88B
est: 9.20B (-3.5%)
|
10.64B
est: 10.07B (+5.6%)
|
7.72B
est: 7.58B (+1.8%)
|
9.13B
est: 8.02B (+13.8%)
|
12.82B
est: 9.87B (+29.9%)
|
11.16B
10.95B – 11.40B
+13.0% YoY
|
12.33B
10.83B – 12.87B
+10.5% YoY
|
13.61B
13.37B – 13.86B
+10.4% YoY
|
14.43B
13.44B – 14.94B
+6.0% YoY
|
15.44B
14.38B – 15.99B
+7.0% YoY
|
| EBIT |
177.00M
est: 1.48B (-88.0%)
|
227.00M
est: 1.52B (-85.0%)
|
710.00M
est: 1.38B (-48.4%)
|
645.00M
est: 1.52B (-57.5%)
|
1.03B
est: 1.49B (-31.0%)
|
1.48B
est: 1.73B (-14.5%)
|
1.85B
est: 1.92B (-3.7%)
|
2.03B
est: 1.79B (+13.3%)
|
1.28B
est: 1.49B (-14.2%)
|
779.00M
est: 1.50B (-48.1%)
|
1.39B
est: 1.65B (-15.6%)
|
1.45B
est: 1.71B (-15.2%)
|
1.71B
est: 1.89B (-9.6%)
|
2.12B
est: 2.06B (+2.6%)
|
2.28B
est: 2.18B (+4.7%)
|
2.99B
est: 2.59B (+15.7%)
|
3.65B
est: 2.97B (+22.7%)
|
4.56B
est: 3.49B (+30.6%)
|
4.85B
est: 3.71B (+30.8%)
|
4.30B
est: 5.2K (+82,155,039.5%)
|
7.71B
est: 7.89B (-2.2%)
|
9.39B
est: 10.64B (-11.8%)
|
6.38B
est: 6.57B (-3.0%)
|
7.69B
est: 6.95B (+10.6%)
|
11.46B
est: 8.56B (+33.9%)
|
9.67B
9.49B – 9.89B
+13.0% YoY
|
10.69B
9.39B – 11.16B
+10.5% YoY
|
11.80B
11.59B – 12.02B
+10.4% YoY
|
12.51B
11.65B – 12.95B
+6.0% YoY
|
13.39B
12.47B – 13.87B
+7.0% YoY
|
| Net Income |
199.00M
est: 209.15M (-4.9%)
|
109.00M
est: 111.38M (-2.1%)
|
472.00M
est: 459.30M (+2.8%)
|
286.00M
est: 293.74M (-2.6%)
|
725.00M
est: 696.89M (+4.0%)
|
1.23B
est: 1.23B (+0.1%)
|
2.41B
est: 2.30B (+4.8%)
|
1.21B
est: 1.15B (+5.5%)
|
787.00M
est: 739.80M (+6.4%)
|
454.00M
est: 413.43M (+9.8%)
|
864.00M
est: 838.68M (+3.0%)
|
928.00M
est: 897.44M (+3.4%)
|
1.07B
est: 1.04B (+3.2%)
|
1.32B
est: 1.28B (+3.5%)
|
1.45B
est: 1.47B (-1.8%)
|
1.89B
est: 1.86B (+1.6%)
|
2.35B
est: 2.26B (+3.9%)
|
3.51B
est: 3.45B (+1.7%)
|
3.70B
est: 3.58B (+3.4%)
|
3.30B
est: 3.18B (+3.9%)
|
5.86B
est: 5.76B (+1.6%)
|
7.18B
est: 6.26B (+14.7%)
|
5.07B
est: 4.41B (+15.0%)
|
5.94B
est: 5.61B (+5.9%)
|
8.85B
est: 8.60B (+2.9%)
|
10.86B
10.39B – 11.33B
+26.3% YoY
|
11.44B
10.33B – 14.14B
+5.3% YoY
|
12.61B
12.49B – 16.42B
+10.2% YoY
|
16.59B
15.11B – 17.36B
+31.6% YoY
|
17.95B
16.35B – 18.78B
+8.2% YoY
|
| SGA |
2.14B
est: 2.07B (+3.2%)
|
2.05B
est: 2.09B (-1.8%)
|
1.91B
est: 1.86B (+2.6%)
|
2.06B
est: 2.17B (-5.0%)
|
1.61B
est: 2.01B (-19.6%)
|
1.81B
est: 1.81B (-0.1%)
|
2.01B
est: 1.99B (+1.0%)
|
2.12B
est: 1.82B (+16.8%)
|
1.94B
est: 1.83B (+6.1%)
|
1.98B
est: 2.44B (-19.0%)
|
2.18B
est: 2.12B (+2.7%)
|
2.26B
est: 2.20B (+2.8%)
|
2.50B
est: 2.46B (+1.8%)
|
2.65B
est: 2.56B (+3.4%)
|
2.83B
est: 2.78B (+1.7%)
|
3.11B
est: 2.92B (+6.4%)
|
3.42B
est: 3.28B (+4.2%)
|
3.80B
est: 3.74B (+1.7%)
|
4.00B
est: 3.88B (+3.2%)
|
4.28B
est: 4.61B (-7.2%)
|
5.94B
est: 6.69B (-11.2%)
|
6.36B
est: 7.47B (-14.9%)
|
6.71B
est: 5.00B (+34.3%)
|
6.44B
est: 5.28B (+21.9%)
|
6.91B
est: 6.50B (+6.2%)
|
7.35B
7.21B – 7.51B
+13.0% YoY
|
8.12B
7.14B – 8.48B
+10.5% YoY
|
8.97B
8.81B – 9.13B
+10.4% YoY
|
9.51B
8.85B – 9.84B
+6.0% YoY
|
10.17B
9.48B – 10.54B
+7.0% YoY
|
| EPS |
0.14
est: 0.29 (-51.7%)
|
0.08
est: 0.33 (-75.8%)
|
0.35
est: 0.34 (+2.9%)
|
0.21
est: 0.40 (-47.5%)
|
0.56
est: 0.52 (+7.7%)
|
0.97
est: 0.80 (+21.3%)
|
1.99
est: 0.96 (+107.3%)
|
1.06
est: 0.96 (+10.4%)
|
0.68
est: 0.62 (+9.7%)
|
0.38
est: 0.43 (-11.6%)
|
0.70
est: 0.68 (+2.9%)
|
0.69
est: 0.63 (+9.5%)
|
0.78
est: 0.74 (+5.4%)
|
0.96
est: 0.89 (+7.9%)
|
1.04
est: 0.99 (+4.7%)
|
1.32
est: 1.30 (+1.3%)
|
1.63
est: 1.61 (+0.9%)
|
2.47
est: 2.43 (+1.4%)
|
2.69
est: 2.69 (-0.2%)
|
2.13
est: 2.27 (-6.4%)
|
2.84
est: 3.28 (-13.4%)
|
3.52
est: 3.92 (-10.2%)
|
2.55
est: 2.42 (+5.6%)
|
3.00
est: 3.16 (-5.1%)
|
4.68
est: 4.87 (-3.9%)
|
6.15
5.85 – 6.38
+26.2% YoY
|
7.33
5.81 – 7.96
+19.2% YoY
|
8.55
7.03 – 9.24
+16.7% YoY
|
9.34
8.50 – 9.77
+9.2% YoY
|
10.10
9.20 – 10.57
+8.2% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-15 | Piper Sandler | Neutral | Neutral | Maintain |
| 2026-04-17 | Morgan Stanley | Overweight | Overweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-15 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-14 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-13 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-12 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-11 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-15 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
10.13B
OE per share TTM
5.71
Owner's Yield
6.64%
Maintenance CapEx ratio
0.66%
Maint CapEx / Avg PPE
19.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
2,381
Total invested
133.37B
Insider transactions (90d)
26
Beneficial owners (>5%)
13
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Charles Schwab Corporation | 285.93M | 52.90% | — | 285.93M | — | 285.93M | CO | Delaware | 2019-12-04 | ↗ |
| 2 | CHARLES R. SCHWAB | 171.81M | 13.20% | 26.26M | 145.55M | 26.26M | 10.00 | IN | United States of America | 2014-10-15 | ↗ |
| 3 | The Vanguard Group - 23-1945930 | 112.10M | 6.24% | — | 2.39M | 105.68M | 6.42M | IA | Pennsylvania | 2021-02-10 | ↗ |
| 4 | Abigail P. Johnson | 110.20M | 8.06% | — | — | 110.20M | — | IN | United States of America | 2002-02-14 | ↗ |
| 5 | Edward C. Johnson 3d | 110.20M | 8.06% | — | — | 110.20M | — | IN | United States of America | 2002-02-14 | ↗ |
| 6 | FMR Corp. | 110.20M | 8.06% | 14.14M | — | 110.20M | — | HC | Commonwealth of Massachusetts | 2002-02-14 | ↗ |
| 7 | (1) BlackRock, Inc. | 102.47M | 5.50% | 89.19M | — | 102.47M | — | HC | Delaware | 2021-01-29 | ↗ |
| 8 | PAGE 2 OF 5 PAGES | 96.39M | 7.50% | 93.30M | — | 96.39M | — | IA | — | 2020-02-13 | ↗ |
| 9 | PAGE 2 OF 4 PAGES | 85.03M | 4.70% | 81.96M | — | 85.03M | — | IA | — | 2021-02-11 | ↗ |
| 10 | 52-0556948 | 78.37M | 5.80% | 31.93M | — | 78.37M | — | IA | Maryland | 2019-02-14 | ↗ |
| 11 | The TCW Group, Inc., on behalf of the TCW Business Unit | 73.46M | 5.40% | — | 64.66M | — | 73.46M | HC, CO | Nevada corporation | 2004-02-09 | ↗ |
| 12 | PRIMECAP Management Company 95-3868081 | 64.77M | 5.09% | 30.58M | — | 64.77M | — | IA | 225 South Lake Ave., #400, Pasadena, CA 91101 | 2012-03-07 | ↗ |
| 13 | 94-1737782 | 6.09M | 10.50% | 905.6K | — | 905.6K | 5.18M | EP | California | 1994-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
2,381
-19 vs prev Q
New positions
191
Closed positions
206
Increased
1,170
Reduced
859
Put/Call ratio
1.20
Calls held
9.08M
Puts held
10.89M
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 150.53M -1.1M (-0.7%) | 15.04B +567.5M (+3.9%) | 8.49% +0.152 pp | 0.22% +0.001 pp | USD46.18 +116.3% | 84 qtrs — |
| 2 | BLACKROCK, INC. | 134.17M +1.9M (+1.4%) | 13.40B +775.9M (+6.1%) | 7.57% +0.291 pp | 0.23% +0.006 pp | USD69.17 +44.4% | 6 qtrs — |
| 3 | DODGE & COX | 76.51M -6.5M (-7.9%) | 7.64B -283.6M (-3.6%) | 4.32% -0.252 pp | 4.13% -0.151 pp | USD32.86 +204.0% | 64 qtrs — |
| 4 | STATE STREET CORP | 72.63M -529.8K (-0.7%) | 7.26B +271.9M (+3.9%) | 4.10% +0.072 pp | 0.24% +0.001 pp | USD46.54 +114.7% | 51 qtrs — |
| 5 | JPMORGAN CHASE & CO | 67.19M +6.6M (+10.9%) | 6.71B +928.7M (+16.1%) | 3.79% +0.457 pp | 0.42% +0.075 pp | USD69.41 +43.9% | 51 qtrs — |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | 49.10M -8.3M (-14.5%) | 4.91B -579.0M (-10.6%) | 2.77% -0.391 pp | 0.53% -0.058 pp | USD61.46 +62.6% | 75 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 37.67M +98.2K (+0.3%) | 3.75B +178.3M (+5.0%) | 2.13% +0.058 pp | 0.23% +0.004 pp | USD52.35 +90.9% | 78 qtrs — |
| 8 | FMR LLC | 33.83M +2.3M (+7.3%) | 3.38B +370.6M (+12.3%) | 1.91% +0.174 pp | 0.17% +0.016 pp | USD79.07 +26.4% | 70 qtrs — |
| 9 | FRANKLIN RESOURCES INC | 30.18M +78.0K (+0.3%) | 3.02B +141.5M (+4.9%) | 1.70% +0.047 pp | 0.74% +0.023 pp | USD65.23 +53.2% | 51 qtrs — |
| 10 | PRIMECAP MANAGEMENT CO/CA/ | 23.28M +2.1M (+9.7%) | 2.33B +300.7M (+14.8%) | 1.31% +0.146 pp | 1.76% +0.210 pp | USD81.23 +23.0% | 59 qtrs — |
| 11 | MORGAN STANLEY | 23.23M -1.5M (-6.0%) | 2.32B -39.4M (-1.7%) | 1.31% -0.050 pp | 0.14% -0.004 pp | USD69.38 +44.0% | 51 qtrs — |
| 12 | HARRIS ASSOCIATES L P | 22.03M +795.9K (+3.7%) | 2.20B +173.8M (+8.6%) | 1.24% +0.075 pp | 2.78% -0.468 pp | USD58.04 +72.1% | 30 qtrs — |
| 13 | FISHER ASSET MANAGEMENT, LLC | 21.82M +171.9K (+0.8%) | 2.18B +113.3M (+5.5%) | 1.23% +0.040 pp | 0.74% -0.004 pp | USD71.39 +39.9% | 19 qtrs — |
| 14 | NORGES BANK | 19.96M +20.0M (+100.0%) | 1.99B +2.0B (+100.0%) | 1.13% +1.126 pp | 0.21% +0.213 pp | USD99.91 +0.0% | 1 qtrs NEW |
| 15 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 17.21M -519.3K (-2.9%) | 1.72B +26.8M (+1.6%) | 0.97% -0.005 pp | 2.57% +0.173 pp | USD65.83 +51.8% | 20 qtrs — |
| 16 | NORTHERN TRUST CORP | 16.60M -405.0K (-2.4%) | 1.66B +35.0M (+2.2%) | 0.94% +0.001 pp | 0.21% +0.004 pp | USD40.21 +148.5% | 51 qtrs — |
| 17 | INVESCO LTD. | 16.43M +484.6K (+3.0%) | 1.64B +119.2M (+7.8%) | 0.93% +0.050 pp | 0.25% +0.012 pp | USD58.70 +70.2% | 57 qtrs — |
| 18 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 15.37M -1.7M (-10.1%) | 1.54B -95.7M (-5.9%) | 0.87% -0.073 pp | 0.50% -0.010 pp | USD51.30 +94.8% | 51 qtrs — |
| 19 | BANK OF AMERICA CORP /DE/ | 15.09M -15.9K (-0.1%) | 1.51B +65.5M (+4.5%) | 0.85% +0.020 pp | 0.11% +0.012 pp | USD66.69 +49.8% | 52 qtrs — |
| 20 | VIKING GLOBAL INVESTORS LP | 13.87M -2.7M (-16.3%) | 1.39B -197.1M (-12.5%) | 0.78% -0.130 pp | 3.68% -0.433 pp | USD74.60 +33.9% | 6 qtrs — |
| 21 | ALLIANCEBERNSTEIN L.P. | 13.19M -1.2M (-8.5%) | 1.32B -58.0M (-4.2%) | 0.74% -0.049 pp | 0.42% -0.017 pp | USD45.57 +119.2% | 61 qtrs — |
| 22 | BANK OF NEW YORK MELLON CORP | 13.15M +1.3M (+10.7%) | 1.31B +179.8M (+15.9%) | 0.74% +0.088 pp | 0.23% +0.014 pp | USD58.88 +69.7% | 66 qtrs — |
| 23 | BROWN ADVISORY INC | 12.20M -296.8K (-2.4%) | 1.22B +25.8M (+2.2%) | 0.69% +0.001 pp | 1.70% +0.147 pp | USD78.88 +26.7% | 62 qtrs — |
| 24 | UBS ASSET MANAGEMENT AMERICAS INC | 11.24M -352.1K (-3.0%) | 1.12B +16.3M (+1.5%) | 0.63% -0.004 pp | 0.24% -0.003 pp | USD65.60 +52.3% | 90 qtrs — |
| 25 | FLOSSBACH VON STORCH AG | 10.47M -165.8K (-1.6%) | 1.05B +30.6M (+3.0%) | 0.59% +0.006 pp | 4.14% +0.146 pp | USD63.92 +56.3% | 19 qtrs — |
| 26 | GOLDMAN SACHS GROUP INC | 9.76M +331.7K (+3.5%) | 974.77M +75.0M (+8.3%) | 0.54% +0.022 pp | 0.12% +0.010 pp | USD63.66 +56.9% | 73 qtrs — |
| 27 | LEGAL & GENERAL GROUP PLC | 9.57M +586.6K (+6.5%) | 956.22M +98.5M (+11.5%) | 0.54% +0.046 pp | 0.21% +0.020 pp | USD47.98 +108.2% | 75 qtrs — |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9.37M -104.0K (-1.1%) | 935.94M +31.7M (+3.5%) | 0.53% +0.007 pp | 0.15% +0.001 pp | USD49.31 +102.6% | 100 qtrs — |
| 29 | AMERIPRISE FINANCIAL INC | 9.07M +994.4K (+12.3%) | 905.85M +135.2M (+17.5%) | 0.51% +0.067 pp | 0.20% +0.028 pp | USD64.05 +56.0% | 55 qtrs — |
| 30 | BAIRD FINANCIAL GROUP, INC. | 7.98M +291.5K (+3.8%) | 796.85M +63.2M (+8.6%) | 0.45% +0.027 pp | 1.24% +0.062 pp | USD63.17 +58.2% | 43 qtrs — |
| 31 | D. E. SHAW & CO., INC. | 7.94M +277.3K (+3.6%) | 793.49M +61.7M (+8.4%) | 0.45% +0.026 pp | 0.44% +0.022 pp | USD91.47 +9.2% | 28 qtrs — |
| 32 | GENERATION INVESTMENT MANAGEMENT LLP | 7.85M -2.9M (-26.8%) | 784.07M -240.0M (-23.4%) | 0.44% -0.148 pp | 5.44% -1.345 pp | USD56.58 +76.6% | 40 qtrs — |
| 33 | UBS GROUP AG | 7.37M +2.3M (+45.1%) | 735.88M +251.3M (+51.9%) | 0.42% +0.136 pp | 0.12% +0.043 pp | USD80.77 +23.7% | 45 qtrs — |
| 34 | BAMCO INC /NY/ | 7.06M -71.7K (-1.0%) | 705.40M +24.5M (+3.6%) | 0.40% +0.006 pp | 1.91% +0.106 pp | USD31.88 +213.4% | 53 qtrs — |
| 35 | JANUS HENDERSON GROUP PLC | 6.86M +1.0M (+17.9%) | 685.65M +129.8M (+23.3%) | 0.39% +0.067 pp | 0.31% +0.053 pp | USD72.12 +38.5% | 87 qtrs — |
| 36 | AMUNDI | 6.47M -511.6K (-7.3%) | 646.55M -9.8M (-1.5%) | 0.37% -0.019 pp | 0.18% -0.035 pp | USD76.19 +31.1% | 19 qtrs — |
| 37 | TWO SIGMA ADVISERS, LP | 6.28M +325.0K (+5.5%) | 627.82M +58.9M (+10.4%) | 0.35% +0.027 pp | 1.22% +0.082 pp | USD78.93 +26.6% | 6 qtrs — |
| 38 | DEUTSCHE BANK AG\ | 5.99M -155.3K (-2.5%) | 598.58M +11.8M (+2.0%) | 0.34% 0.000 pp | 0.19% -0.002 pp | USD64.18 +55.7% | 50 qtrs — |
| 39 | NUVEEN, LLC | 5.81M +57.3K (+1.0%) | 580.19M +31.3M (+5.7%) | 0.33% +0.011 pp | 0.15% +0.007 pp | USD78.80 +26.8% | 4 qtrs — |
| 40 | DIMENSIONAL FUND ADVISORS LP | 5.68M -65.3K (-1.1%) | 567.70M +19.0M (+3.5%) | 0.32% +0.004 pp | 0.12% +0.001 pp | USD52.93 +88.8% | 51 qtrs — |
| 41 | RUANE, CUNNIFF & GOLDFARB L.P. | 5.59M -720.6K (-11.4%) | 558.99M -44.0M (-7.3%) | 0.32% -0.032 pp | 8.73% -1.259 pp | USD48.46 +106.2% | 32 qtrs — |
| 42 | ALLEN INVESTMENT MANAGEMENT LLC | 5.58M -264.3K (-4.5%) | 557.92M -441.5K (-0.1%) | 0.32% -0.007 pp | 6.18% -0.020 pp | USD57.36 +74.2% | 53 qtrs — |
| 43 | ENVESTNET ASSET MANAGEMENT INC | 5.44M -317.9K (-5.5%) | 543.46M -6.2M (-1.1%) | 0.31% -0.010 pp | 0.16% +0.003 pp | USD63.66 +56.9% | 51 qtrs — |
| 44 | ROYAL BANK OF CANADA | 5.05M -1.5M (-23.1%) | 504.81M -122.1M (-19.5%) | 0.29% -0.076 pp | 0.08% -0.021 pp | USD80.15 +24.7% | 51 qtrs — |
| 45 | CITADEL ADVISORS LLC | 4.73M +827.1K (+21.2%) | 472.69M +100.0M (+26.8%) | 0.27% +0.052 pp | 0.07% +0.014 pp | USD92.47 +8.0% | 51 qtrs — |
| 46 | BOSTON PARTNERS | 4.66M +264.4K (+6.0%) | 465.72M +46.6M (+11.1%) | 0.26% +0.021 pp | 0.48% +0.052 pp | USD80.14 +24.7% | 57 qtrs — |
| 47 | PROVIDENT TRUST CO | 4.37M -213.4K (-4.7%) | 437.02M -955.1K (-0.2%) | 0.25% -0.006 pp | 7.31% +0.012 pp | USD45.89 +117.7% | 40 qtrs — |
| 48 | CLEARBRIDGE INVESTMENTS, LLC | 4.37M -249.4K (-5.4%) | 436.88M -4.4M (-1.0%) | 0.25% -0.008 pp | 0.35% +0.018 pp | USD64.34 +55.3% | 62 qtrs — |
| 49 | BARCLAYS PLC | 4.24M -1.3M (-23.3%) | 423.56M +65.3M (+18.2%) | 0.24% -0.065 pp | 0.10% +0.010 pp | USD75.64 +32.1% | 51 qtrs — |
| 50 | CANADA PENSION PLAN INVESTMENT BOARD | 4.13M -1.4M (-24.6%) | 412.73M -110.6M (-21.1%) | 0.23% -0.069 pp | 0.28% -0.091 pp | USD78.89 +26.6% | 52 qtrs — |
| 51 | LONDON CO OF VIRGINIA | 4.11M -132.7K (-3.1%) | 410.23M +5.6M (+1.4%) | 0.23% -0.002 pp | 2.37% +0.133 pp | USD52.51 +90.3% | 28 qtrs — |
| 52 | NATIONAL PENSION SERVICE | 4.06M +159.5K (+4.1%) | 405.60M +33.2M (+8.9%) | 0.23% +0.014 pp | 0.30% +0.011 pp | USD61.31 +63.0% | 46 qtrs — |
| 53 | HSBC HOLDINGS PLC | 3.96M +162.8K (+4.3%) | 395.99M +34.8M (+9.6%) | 0.22% +0.010 pp | 0.20% +0.003 pp | USD71.35 +40.0% | 56 qtrs — |
| 54 | YACKTMAN ASSET MANAGEMENT LP | 3.94M -258.1K (-6.2%) | 393.30M -7.2M (-1.8%) | 0.22% -0.009 pp | 5.51% -0.012 pp | USD56.59 +76.6% | 27 qtrs — |
| 55 | FIDUCIARY MANAGEMENT INC /WI/ | 3.87M -334.7K (-8.0%) | 386.88M -14.8M (-3.7%) | 0.22% -0.013 pp | 4.25% +0.190 pp | USD49.96 +100.0% | 26 qtrs — |
| 56 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 3.82M -178.8K (-4.5%) | 382.02M -94.8K (0.0%) | 0.22% -0.005 pp | 0.22% +0.005 pp | USD44.25 +125.8% | 59 qtrs — |
| 57 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 3.63M +415.5K (+12.9%) | 362.68M +55.8M (+18.2%) | 0.20% +0.028 pp | 0.21% +0.024 pp | USD58.15 +71.8% | 58 qtrs — |
| 58 | MILLENNIUM MANAGEMENT LLC | 3.63M -679.6K (-15.8%) | 362.26M -48.8M (-11.9%) | 0.20% -0.032 pp | 0.15% -0.023 pp | USD86.44 +15.6% | 34 qtrs — |
| 59 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 3.57M +134.4K (+3.9%) | 362.16M +34.6M (+10.6%) | 0.20% +0.012 pp | 0.25% +0.010 pp | USD70.82 +41.1% | 58 qtrs — |
| 60 | RPTC INC. | 3.52M +— (+0.0%) | 351.93M +15.6M (+4.7%) | 0.20% +0.005 pp | 59.08% +0.358 pp | USD53.04 +88.4% | 21 qtrs — |
| 61 | NORDEA INVESTMENT MANAGEMENT AB | 3.44M +396.4K (+13.0%) | 344.41M +53.0M (+18.2%) | 0.19% +0.023 pp | 0.30% +0.041 pp | USD81.73 +22.2% | 85 qtrs — |
| 62 | LORD, ABBETT & CO. LLC | 3.36M -72.2K (-2.1%) | 335.84M +8.0M (+2.4%) | 0.19% +0.001 pp | 1.03% +0.054 pp | USD68.39 +46.1% | 16 qtrs — |
| 63 | FARALLON CAPITAL MANAGEMENT LLC | 3.34M +88.0K (+2.7%) | 333.67M +23.2M (+7.5%) | 0.19% +0.010 pp | 1.57% +0.304 pp | USD75.92 +31.6% | 5 qtrs — |
| 64 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.29M -2.0M (-38.2%) | 328.67M -179.6M (-35.3%) | 0.19% -0.107 pp | 0.19% -0.128 pp | USD73.32 +36.3% | 7 qtrs — |
| 65 | WELLS FARGO & COMPANY/MN | 3.24M +214.5K (+7.1%) | 323.99M +34.9M (+12.1%) | 0.18% +0.016 pp | 0.06% +0.004 pp | USD54.18 +84.4% | 57 qtrs — |
| 66 | NEWLANDS MANAGEMENT OPERATIONS LLC | 3.20M +— (+0.0%) | 319.33M +14.2M (+4.7%) | 0.18% +0.005 pp | 1.65% +0.199 pp | USD56.68 +76.3% | 11 qtrs — |
| 67 | PRINCIPAL FINANCIAL GROUP INC | 3.18M -1.2M (-28.1%) | 318.18M -104.6M (-24.7%) | 0.18% -0.064 pp | 0.16% -0.051 pp | USD49.97 +99.9% | 81 qtrs — |
| 68 | D1 CAPITAL PARTNERS L.P. | 3.15M -667.1K (-17.5%) | 315.20M -49.7M (-13.6%) | 0.18% -0.032 pp | 2.95% -1.245 pp | USD79.62 +25.5% | 4 qtrs — |
| 69 | BANK OF MONTREAL /CAN/ | 3.04M -59.7K (-1.9%) | 303.29M +7.8M (+2.6%) | 0.17% +0.001 pp | 0.11% -0.008 pp | USD72.02 +38.7% | 51 qtrs — |
| 70 | TIMUCUAN ASSET MANAGEMENT INC/FL | 3.02M -107.3K (-3.4%) | 302.18M +3.2M (+1.1%) | 0.17% -0.002 pp | 9.81% +1.049 pp | USD48.68 +105.2% | 24 qtrs — |
| 71 | RHUMBLINE ADVISERS | 2.94M -93.6K (-3.1%) | 294.17M +4.1M (+1.4%) | 0.17% -0.001 pp | 0.24% +0.005 pp | USD39.97 +150.0% | 55 qtrs — |
| 72 | MARSHALL WACE, LLP | 2.87M +1.3M (+80.4%) | 286.34M +134.7M (+88.8%) | 0.16% +0.074 pp | 0.26% +0.107 pp | USD90.48 +10.4% | 17 qtrs — |
| 73 | AMERICAN CENTURY COMPANIES INC | 2.82M +99.5K (+3.7%) | 281.96M +22.0M (+8.5%) | 0.16% +0.009 pp | 0.14% +0.010 pp | USD56.65 +76.4% | 51 qtrs — |
| 74 | BALYASNY ASSET MANAGEMENT L.P. | 2.72M +400.0K (+17.2%) | 272.10M +50.3M (+22.7%) | 0.15% +0.026 pp | 0.35% +0.064 pp | USD91.69 +9.0% | 29 qtrs — |
| 75 | ENSIGN PEAK ADVISORS, INC | 2.71M -530.4K (-16.4%) | 270.79M -38.6M (-12.5%) | 0.15% -0.025 pp | 0.48% -0.029 pp | USD63.24 +58.0% | 25 qtrs — |
| 76 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2.71M -32.3K (-1.2%) | 270.41M +8.9M (+3.4%) | 0.15% +0.002 pp | 0.27% +0.002 pp | USD42.49 +135.1% | 52 qtrs — |
| 77 | POINT72 ASSET MANAGEMENT, L.P. | 2.64M -105.6K (-3.8%) | 264.04M +1.7M (+0.6%) | 0.15% -0.002 pp | 0.30% -0.144 pp | USD82.42 +21.2% | 7 qtrs — |
| 78 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.64M -480.3K (-15.4%) | 263.56M -34.1M (-11.5%) | 0.15% -0.023 pp | 0.03% -0.004 pp | USD66.25 +50.8% | 51 qtrs — |
| 79 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 2.63M -82.3K (-3.0%) | 262.84M +3.8M (+1.5%) | 0.15% -0.001 pp | 0.23% +0.000 pp | USD72.53 +37.7% | 36 qtrs — |
| 80 | FIRST TRUST ADVISORS LP | 2.62M +411.6K (+18.7%) | 261.56M +50.9M (+24.2%) | 0.15% +0.026 pp | 0.19% +0.033 pp | USD94.23 +6.0% | 37 qtrs — |
| 81 | LAZARD ASSET MANAGEMENT LLC | 2.62M -3.9M (-60.0%) | 261.27M -362.4M (-58.1%) | 0.15% -0.212 pp | 0.44% -0.397 pp | USD57.07 +75.1% | 51 qtrs — |
| 82 | THRIVENT FINANCIAL FOR LUTHERANS | 2.61M +138.3K (+5.6%) | 261.26M +24.8M (+10.5%) | 0.15% +0.011 pp | 0.46% -0.002 pp | USD68.77 +45.3% | 74 qtrs — |
| 83 | BNP PARIBAS ARBITRAGE, SNC | 2.60M +1.1M (+78.5%) | 259.70M +120.6M (+86.8%) | 0.15% +0.067 pp | 0.12% +0.043 pp | USD83.30 +19.9% | 51 qtrs — |
| 84 | TWO SIGMA INVESTMENTS, LP | 2.58M +23.5K (+0.9%) | 257.68M +13.7M (+5.6%) | 0.15% +0.005 pp | 0.36% +0.000 pp | USD79.91 +25.0% | 16 qtrs — |
| 85 | CAPITAL INTERNATIONAL INVESTORS | 2.52M +1.1M (+78.3%) | 252.18M +117.0M (+86.6%) | 0.14% +0.065 pp | 0.04% +0.018 pp | USD86.10 +16.0% | 14 qtrs — |
| 86 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2.51M +11.8K (+0.5%) | 250.49M +12.3M (+5.1%) | 0.14% +0.004 pp | 1.33% +0.044 pp | USD63.82 +56.5% | 49 qtrs — |
| 87 | RAYMOND JAMES FINANCIAL INC | 2.41M -125.8K (-5.0%) | 241.08M -1.3M (-0.5%) | 0.14% -0.004 pp | 0.08% -0.003 pp | USD75.19 +32.9% | 5 qtrs — |
| 88 | NEUBERGER BERMAN GROUP LLC | 2.41M +436.7K (+22.1%) | 241.04M +52.3M (+27.7%) | 0.14% +0.027 pp | 0.18% +0.042 pp | USD77.60 +28.8% | 57 qtrs — |
| 89 | POINTSTATE CAPITAL LP | 2.41M +— (+0.0%) | 240.60M +10.7M (+4.7%) | 0.14% +0.003 pp | 3.54% +0.111 pp | USD74.01 +35.0% | 5 qtrs — |
| 90 | AQR CAPITAL MANAGEMENT LLC | 2.33M -757.8K (-24.6%) | 232.39M -62.0M (-21.1%) | 0.13% -0.039 pp | 0.12% -0.067 pp | USD81.66 +22.3% | 24 qtrs — |
| 91 | US BANCORP \DE\ | 2.29M -5.4K (-0.2%) | 229.23M +9.7M (+4.4%) | 0.13% +0.003 pp | 0.27% +0.008 pp | USD42.75 +133.7% | 51 qtrs — |
| 92 | PRUDENTIAL FINANCIAL INC | 2.29M +619.6K (+37.2%) | 228.31M +69.3M (+43.6%) | 0.13% +0.037 pp | 0.28% +0.087 pp | USD84.59 +18.1% | 85 qtrs — |
| 93 | DARSANA CAPITAL PARTNERS LP | 2.25M +— (+0.0%) | 224.80M +10.0M (+4.7%) | 0.13% +0.003 pp | 4.48% -0.579 pp | USD78.28 +27.6% | 8 qtrs — |
| 94 | COLONY GROUP, LLC | 2.10M +1.8M (+716.5%) | 209.95M +185.4M (+754.5%) | 0.12% +0.104 pp | 0.24% +0.200 pp | USD97.07 +2.9% | 9 qtrs — |
| 95 | ASSENAGON ASSET MANAGEMENT S.A. | 2.10M +96.6K (+4.8%) | 209.38M +18.5M (+9.7%) | 0.12% +0.006 pp | 0.29% +0.027 pp | USD72.42 +38.0% | 28 qtrs — |
| 96 | BECK MACK & OLIVER LLC | 2.06M +1.2K (+0.1%) | 206.30M +9.3M (+4.7%) | 0.12% +0.003 pp | 3.75% +0.164 pp | USD49.32 +102.6% | 37 qtrs — |
| 97 | RUSSELL INVESTMENTS GROUP, LTD. | 2.01M +198.7K (+10.9%) | 201.45M +27.9M (+16.1%) | 0.11% +0.014 pp | 0.22% +0.022 pp | USD73.62 +35.7% | 37 qtrs — |
| 98 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | 2.00M +750.0K (+60.1%) | 199.58M +80.5M (+67.6%) | 0.11% +0.044 pp | 1.19% +0.239 pp | USD89.68 +11.4% | 9 qtrs — |
| 99 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.98M +599.6K (+43.6%) | 197.66M +66.2M (+50.4%) | 0.11% +0.036 pp | 0.16% +0.054 pp | USD67.54 +47.9% | 108 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.19
Neutral
Ratio by volume
0.19
Bearish
Buys
31
Sells
26
Shares acquired
177.0K
Shares disposed
929.8K
Cash buys
1.00
Cash sales
16.00
Net activity
-752,844
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | Wurster Richard A | Director / Officer | P-Purchase | A | Common Stock | 21,959 | 84.23 | 1.85M | 218,409 | D | ↗ |
| 2026-05-26 | Schwab-Pomerantz Carolyn | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 3,977 | 89.40 | 355.5K | 3,977 | D | ↗ |
| 2026-05-26 | Sarin Arun | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 3,977 | 89.40 | 355.5K | 3,977 | D | ↗ |
| 2026-05-26 | SNEED PAULA A | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 3,977 | 89.40 | 355.5K | 3,977 | D | ↗ |
| 2026-05-26 | Ruffel Charles A. | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 3,977 | 89.40 | 355.5K | 3,977 | D | ↗ |
| 2026-05-26 | HERRINGER FRANK C | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 3,977 | 89.40 | 355.5K | 3,977 | D | ↗ |
| 2026-05-26 | Ellis Stephen A | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 3,977 | 89.40 | 355.5K | 3,977 | D | ↗ |
| 2026-05-26 | Dea Joan | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 3,977 | 89.40 | 355.5K | 3,977 | D | ↗ |
| 2026-05-26 | DODDS CHRISTOPHER V | Director | A-Award | A | Common Stock | 1,602 | 0.00 | — | 5,669 | D | ↗ |
| 2026-05-26 | Brown Marianne Catherine | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 3,977 | 89.40 | 355.5K | 3,977 | D | ↗ |
| 2026-05-26 | ADAMS JOHN K JR | Director | A-Award | A | Common Stock | 1,602 | 0.00 | — | 50,711 | D | ↗ |
| 2026-05-22 | Schwab Charles R. | Director / Officer | G-Gift | D | Common Stock | 210,000 | 0.00 | — | 54,174,341 | I | ↗ |
| 2026-05-21 | Dea Joan | Director | G-Gift | D | Common Stock | 835 | 0.00 | — | 26,838 | D | ↗ |
| 2026-05-19 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 27,500 | 92.22 | 2.54M | 30,209,768 | I | ↗ |
| 2026-05-18 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 27,500 | 92.40 | 2.54M | 30,237,268 | I | ↗ |
| 2026-05-15 | Schwab Charles R. | Director / Officer | G-Gift | D | Common Stock | 5,300 | 0.00 | — | 54,384,341 | I | ↗ |
| 2026-05-13 | Sarin Arun | Director | M-Exempt | A | Common Stock | 7,866 | 28.96 | 227.8K | 10,666 | D | ↗ |
| 2026-05-06 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 109,300 | 92.01 | 10.06M | 30,264,768 | I | ↗ |
| 2026-05-05 | Schwab-Pomerantz Carolyn | Director | S-Sale | D | Common Stock | 9,910 | 92.29 | 914.6K | 1,396,459 | I | ↗ |
| 2026-05-04 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 109,300 | 91.50 | 10.00M | 30,374,068 | I | ↗ |
| 2026-05-01 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 55,000 | 91.86 | 5.05M | 54,389,641 | I | ↗ |
| 2026-04-30 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 50,000 | 91.81 | 4.59M | 54,444,641 | I | ↗ |
| 2026-04-29 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 63,743 | 90.49 | 5.77M | 55,609,641 | I | ↗ |
| 2026-04-28 | HERRINGER FRANK C | Director | M-Exempt | A | Common Stock | 7,866 | 28.96 | 227.8K | 10,666 | D | ↗ |
| 2026-04-27 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 36,450 | 90.00 | 3.28M | 55,673,384 | I | ↗ |
| 2026-04-23 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 36,450 | 90.50 | 3.30M | 55,709,834 | I | ↗ |
| 2026-04-15 | Woolway Paul V | Officer | S-Sale | D | Common Stock | 7,941 | 100.00 | 794.1K | 29,866 | I | ↗ |
| 2026-04-14 | Woolway Paul V | Officer | S-Sale | D | Common Stock | 7,942 | 98.00 | 778.3K | 29,866 | I | ↗ |
| 2026-04-14 | Murtagh Nigel J | Officer | M-Exempt | D | Nonqualified Stock Option (right to buy) | 41,297 | 52.05 | 2.15M | 0 | D | ↗ |
| 2026-04-14 | Craig Jonathan M. | Officer | M-Exempt | A | Common Stock | 21,750 | 46.81 | 1.02M | 0 | D | ↗ |
| 2026-04-01 | Ruffel Charles A. | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 1,286 | 92.36 | 118.8K | 1,286 | D | ↗ |
| 2026-04-01 | HERRINGER FRANK C | Director | A-Award | A | Restricted Stock Units | 474 | 0.00 | — | 151,757 | D | ↗ |
| 2026-04-01 | Ellis Stephen A | Director | A-Award | A | Restricted Stock Units | 393 | 0.00 | — | 12,852 | D | ↗ |
| 2026-04-01 | Brown Marianne Catherine | Director | A-Award | A | Restricted Stock Units | 434 | 0.00 | — | 7,824 | D | ↗ |
| 2026-03-24 | Ellis Stephen A | Director | M-Exempt | A | Common Stock | 7,866 | 28.96 | 227.8K | 6,660 | D | ↗ |
| 2026-03-03 | Woolway Paul V | Officer | S-Sale | D | Common Stock | 2,500 | 94.89 | 237.2K | 29,866 | I | ↗ |
| 2026-03-03 | Murtagh Nigel J | Officer | S-Sale | D | Common Stock | 4,463 | 94.43 | 421.4K | 60,712 | D | ↗ |
| 2026-03-03 | Howard Dennis | Officer | S-Sale | D | Common Stock | 6,269 | 94.43 | 592.0K | 14,309 | D | ↗ |
| 2026-03-03 | Craig Jonathan M. | Officer | S-Sale | D | Common Stock | 9,032 | 94.42 | 852.8K | 5,449 | I | ↗ |
| 2026-03-02 | Wurster Richard A | Director / Officer | A-Award | A | Nonqualified Stock Option (right to buy) | 230,411 | 95.49 | 22.00M | 230,411 | D | ↗ |
| 2026-03-02 | Woolway Paul V | Officer | M-Exempt | A | Common Stock | 15,884 | 52.05 | 826.8K | 25,153 | D | ↗ |
| 2026-03-02 | Verdeschi Michael D | Officer | A-Award | A | Nonqualified Stock Option (right to buy) | 62,134 | 95.49 | 5.93M | 62,134 | D | ↗ |
| 2026-03-02 | Schwab Charles R. | Director / Officer | A-Award | A | Nonqualified Stock Option (right to buy) | 72,489 | 95.49 | 6.92M | 72,489 | D | ↗ |
| 2026-03-02 | Murtagh Nigel J | Officer | A-Award | A | Nonqualified Stock Option (right to buy) | 30,377 | 95.49 | 2.90M | 30,377 | D | ↗ |
| 2026-03-02 | Morgan Peter J. III | Officer | A-Award | A | Nonqualified Stock Option (right to buy) | 21,057 | 95.49 | 2.01M | 21,057 | D | ↗ |
| 2026-03-02 | Howard Dennis | Officer | A-Award | A | Nonqualified Stock Option (right to buy) | 42,458 | 95.49 | 4.05M | 42,458 | D | ↗ |
| 2026-03-02 | Craig Jonathan M. | Officer | A-Award | A | Nonqualified Stock Option (right to buy) | 50,052 | 95.49 | 4.78M | 50,052 | D | ↗ |
| 2026-03-02 | Bettinger Walter W | Director / Officer | A-Award | A | Nonqualified Stock Option (right to buy) | 42,113 | 95.49 | 4.02M | 42,113 | D | ↗ |
| 2026-03-02 | Beatty Jonathan S | Officer | A-Award | A | Nonqualified Stock Option (right to buy) | 24,509 | 95.49 | 2.34M | 24,509 | D | ↗ |
| 2026-03-01 | Wurster Richard A | Director / Officer | A-Award | A | Common Stock | 62,140 | 0.00 | — | 219,329 | D | ↗ |
| 2026-03-01 | Woolway Paul V | Officer | F-InKind | D | Common Stock | 2,030 | 90.31 | 183.3K | 35,992 | I | ↗ |
| 2026-03-01 | Schwab Charles R. | Director / Officer | F-InKind | D | Common Stock | 15,283 | 95.31 | 1.46M | 0 | D | ↗ |
| 2026-03-01 | Murtagh Nigel J | Officer | F-InKind | D | Common Stock | 9,109 | 95.31 | 868.1K | 65,175 | D | ↗ |
| 2026-03-01 | Morgan Peter J. III | Officer | A-Award | A | Common Stock | 11,263 | 0.00 | — | 11,263 | D | ↗ |
| 2026-03-01 | Howard Dennis | Officer | A-Award | A | Common Stock | 16,312 | 0.00 | — | 26,782 | D | ↗ |
| 2026-03-01 | Craig Jonathan M. | Officer | F-InKind | D | Common Stock | 11,152 | 95.31 | 1.06M | 14,481 | D | ↗ |
| 2026-03-01 | Bettinger Walter W | Director / Officer | F-InKind | D | Common Stock | 60,743 | 95.31 | 5.79M | 81,014 | D | ↗ |
| 2026-02-27 | Beatty Jonathan S | Officer | S-Sale | D | Common Stock | 2,030 | 95.30 | 193.5K | 19,738 | I | ↗ |
| 2026-02-26 | Ellis Stephen A | Director | S-Sale | D | Common Stock | 10,725 | 96.57 | 1.04M | 87,563 | I | ↗ |
| 2026-02-25 | Howard Dennis | Officer | M-Exempt | A | Common Stock | 27,903 | 64.10 | 1.79M | 38,373 | D | ↗ |
| 2026-02-10 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 32,413 | 105.58 | 3.42M | 30,483,368 | I | ↗ |
| 2026-02-09 | Schwab Charles R. | Director / Officer | G-Gift | D | Common Stock | 60,000 | 0.00 | — | 55,722,729 | I | ↗ |
| 2026-02-06 | DODDS CHRISTOPHER V | Director | M-Exempt | A | Common Stock | 4,703 | 62.66 | 294.7K | 458,499 | I | ↗ |
| 2026-02-06 | Bettinger Walter W | Director / Officer | M-Exempt | D | Nonqualified Stock Option (right to buy) | 67,514 | 42.99 | 2.90M | 0 | D | ↗ |
| 2026-02-04 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 67,975 | 103.81 | 7.06M | 55,782,729 | I | ↗ |
| 2026-02-04 | Bettinger Walter W | Director / Officer | M-Exempt | D | Nonqualified Stock Option (right to buy) | 94,948 | 42.99 | 4.08M | 67,514 | D | ↗ |
| 2026-02-03 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 96,625 | 103.74 | 10.02M | 55,850,704 | I | ↗ |
| 2026-02-03 | Bettinger Walter W | Director / Officer | M-Exempt | A | Common Stock | 162,462 | 42.99 | 6.98M | 691,808 | I | ↗ |
| 2026-02-02 | Morgan Peter J. III | Officer | S-Sale | D | Common Stock | 7,595 | 104.38 | 792.8K | 0 | D | ↗ |
| 2026-01-29 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 145,650 | 103.16 | 15.03M | 55,947,329 | I | ↗ |
| 2026-01-29 | Howard Dennis | Officer | — | — | Nonqualified Stock Option (right to buy) | 38,304 | 77.41 | 2.97M | 0 | D | ↗ |
| 2026-01-28 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 26,475 | 103.22 | 2.73M | 56,092,979 | I | ↗ |
| 2026-01-26 | Schwab Charles R. | Director / Officer | M-Exempt | D | Nonqualified Stock Option (right to buy) | 134,895 | 26.39 | 3.56M | 44,962 | D | ↗ |
| 2026-01-22 | Schwab-Pomerantz Carolyn | Director | S-Sale | D | Common Stock | 19,050 | 105.25 | 2.00M | 1,415,509 | I | ↗ |
| 2026-01-22 | Beatty Jonathan S | Officer | M-Exempt | A | Common Stock | 2,000 | 46.39 | 92.8K | 33,495 | D | ↗ |
| 2026-01-02 | Ruffel Charles A. | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 1,317 | 101.57 | 133.8K | 1,317 | D | ↗ |
| 2026-01-02 | HERRINGER FRANK C | Director | A-Award | A | Restricted Stock Units | 431 | 0.00 | — | 150,783 | D | ↗ |
| 2026-01-02 | Ellis Stephen A | Director | A-Award | A | Restricted Stock Units | 357 | 0.00 | — | 12,418 | D | ↗ |
| 2026-01-02 | Brown Marianne Catherine | Director | A-Award | A | Restricted Stock Units | 394 | 0.00 | — | 7,365 | D | ↗ |
| 2025-12-23 | Beatty Jonathan S | Officer | S-Sale | D | Common Stock | 2,000 | 102.01 | 204.0K | 11,923 | I | ↗ |
| 2025-12-16 | Ellis Stephen A | Director | M-Exempt | A | Common Stock | 1,922 | 31.98 | 61.5K | 6,660 | D | ↗ |
| 2025-11-19 | Ruffel Charles A. | Director | G-Gift | D | Common Stock | 8,372 | 0.00 | — | 9,779 | D | ↗ |
| 2025-11-13 | SNEED PAULA A | Director | G-Gift | D | Common Stock | 8,680 | 0.00 | — | 96,974 | I | ↗ |
| 2025-11-12 | Schwab Charles R. | Director / Officer | G-Gift | D | Common Stock | 52,500 | 0.00 | — | 56,119,454 | I | ↗ |
| 2025-11-12 | Murtagh Nigel J | Officer | G-Gift | D | Common Stock | 1,032 | 0.00 | — | 57,972 | D | ↗ |
| 2025-11-12 | Beatty Jonathan S | Officer | M-Exempt | A | Common Stock | 3,072 | 46.39 | 142.5K | 43,340 | D | ↗ |
| 2025-11-10 | Woolway Paul V | Officer | G-Gift | D | Common Stock | 1,089 | 0.00 | — | 29,866 | I | ↗ |
| 2025-11-10 | Schwab-Pomerantz Carolyn | Director | G-Gift | D | Common Stock | 298 | 0.00 | — | 1,434,559 | I | ↗ |
| 2025-11-10 | Bettinger Walter W | Director / Officer | G-Gift | D | Common Stock | 61,388 | 0.00 | — | 529,346 | I | ↗ |
| 2025-11-07 | Craig Jonathan M. | Officer | M-Exempt | D | Nonqualified Stock Option (right to buy) | 35,188 | 41.98 | 1.48M | 0 | D | ↗ |
| 2025-10-29 | Woolway Paul V | Officer | G-Gift | D | Common Stock | 3,823 | 0.00 | — | 30,955 | I | ↗ |
| 2025-10-29 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 44,750 | 94.52 | 4.23M | 56,171,954 | I | ↗ |
| 2025-10-28 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 64,400 | 94.00 | 6.05M | 56,216,704 | I | ↗ |
| 2025-10-24 | Schwab Charles R. | Director / Officer | G-Gift | D | Common Stock | 31,750 | 0.00 | — | 56,281,104 | I | ↗ |
| 2025-10-23 | Schwab Charles R. | Director / Officer | G-Gift | D | Common Stock | 18,595 | 0.00 | — | 56,312,854 | I | ↗ |
| 2025-10-02 | Schwab-Pomerantz Carolyn | Director | S-Sale | D | Common Stock | 9,600 | 92.55 | 888.5K | 440,914 | I | ↗ |
| 2025-10-01 | Woolway Paul V | Officer | S-Sale | D | Common Stock | 1,913 | 93.04 | 178.0K | 36,070 | I | ↗ |
| 2025-10-01 | Ruffel Charles A. | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 1,340 | 92.25 | 123.6K | 1,340 | D | ↗ |
| 2025-10-01 | HERRINGER FRANK C | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 921 | 92.25 | 85.0K | 921 | D | ↗ |
| 2025-10-01 | Ellis Stephen A | Director | A-Award | A | Restricted Stock Units | 366 | 0.00 | — | 12,025 | D | ↗ |
| 2025-10-01 | Brown Marianne Catherine | Director | A-Award | A | Restricted Stock Units | 407 | 0.00 | — | 6,951 | D | ↗ |
| 2025-09-23 | Ellis Stephen A | Director | M-Exempt | A | Common Stock | 2,105 | 28.55 | 60.1K | 6,660 | D | ↗ |
| 2025-09-04 | Schwab-Pomerantz Carolyn | Director | S-Sale | D | Common Stock | 14,400 | 96.64 | 1.39M | 1,449,257 | I | ↗ |
| 2025-09-02 | Woolway Paul V | Officer | S-Sale | D | Common Stock | 3,205 | 95.20 | 305.1K | 37,983 | I | ↗ |
| 2025-08-28 | Beatty Jonathan S | Officer | M-Exempt | A | Common Stock | 6,144 | 46.39 | 285.0K | 43,340 | D | ↗ |
| 2025-08-27 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 136,500 | 97.04 | 13.25M | 56,331,449 | I | ↗ |
| 2025-08-27 | Morgan Peter J. III | Officer | M-Exempt | A | Common Stock | 47,813 | 64.10 | 3.06M | 50,016 | D | ↗ |
| 2025-08-27 | Beatty Jonathan S | Officer | S-Sale | D | Common Stock | 3,296 | 97.18 | 320.3K | 11,923 | I | ↗ |
| 2025-08-26 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 136,500 | 96.67 | 13.19M | 56,467,949 | I | ↗ |
| 2025-08-25 | Schwab-Pomerantz Carolyn | Director | S-Sale | D | Common Stock | 13,542 | 96.06 | 1.30M | 1,463,657 | I | ↗ |
| 2025-08-08 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 104,500 | 96.84 | 10.12M | 56,604,449 | I | ↗ |
| 2025-08-07 | Schwab-Pomerantz Carolyn | Director | S-Sale | D | Common Stock | 14,000 | 96.68 | 1.35M | 1,477,599 | I | ↗ |
| 2025-08-07 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 22,721 | 96.02 | 2.18M | 56,737,602 | I | ↗ |
| 2025-08-01 | Woolway Paul V | Officer | S-Sale | D | Common Stock | 3,290 | 96.06 | 316.0K | 41,188 | I | ↗ |
| 2025-07-29 | Wurster Richard A | Director / Officer | S-Sale | D | Common Stock | 20,500 | 99.16 | 2.03M | 157,189 | D | ↗ |
| 2025-07-29 | Murtagh Nigel J | Officer | M-Exempt | A | Common Stock | 24,096 | 41.98 | 1.01M | 83,095 | D | ↗ |
| 2025-07-29 | Dea Joan | Director | G-Gift | D | Common Stock | 513 | 0.00 | — | 27,673 | D | ↗ |
| 2025-07-29 | Bettinger Walter W | Director / Officer | S-Sale | D | Common Stock | 173,876 | 98.84 | 17.19M | 590,734 | I | ↗ |
| 2025-07-03 | Schwab-Pomerantz Carolyn | Director | S-Sale | D | Common Stock | 14,400 | 91.59 | 1.32M | 1,491,599 | I | ↗ |
| 2025-07-01 | Woolway Paul V | Officer | S-Sale | D | Common Stock | 3,290 | 90.95 | 299.2K | 35,864 | I | ↗ |
| 2025-07-01 | Ruffel Charles A. | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 1,322 | 91.17 | 120.5K | 1,322 | D | ↗ |
| 2025-07-01 | HERRINGER FRANK C | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 909 | 91.17 | 82.9K | 909 | D | ↗ |
| 2025-07-01 | Ellis Stephen A | Director | A-Award | A | Restricted Stock Units | 371 | 0.00 | — | 11,627 | D | ↗ |
| 2025-07-01 | Brown Marianne Catherine | Director | A-Award | A | Restricted Stock Units | 412 | 0.00 | — | 6,525 | D | ↗ |
| 2025-07-01 | Beatty Jonathan S | Officer | F-InKind | D | Common Stock | 1,035 | 90.74 | 93.9K | 43,340 | D | ↗ |
| 2025-06-24 | Ellis Stephen A | Director | M-Exempt | A | Common Stock | 1,853 | 33.12 | 61.4K | 6,660 | D | ↗ |
| 2025-06-18 | Woolway Paul V | Officer | M-Exempt | D | Nonqualified Stock Option (right to buy) | 10,129 | 46.81 | 474.1K | 10,131 | D | ↗ |
| 2025-06-18 | Murtagh Nigel J | Officer | M-Exempt | A | Common Stock | 20,872 | 42.99 | 897.3K | 79,871 | D | ↗ |
| 2025-06-05 | Schwab-Pomerantz Carolyn | Director | S-Sale | D | Common Stock | 9,600 | 87.25 | 837.6K | 479,314 | I | ↗ |
| 2025-06-03 | Verdeschi Michael D | Officer | F-InKind | D | Common Stock | 5,888 | 87.54 | 515.4K | 53,961 | D | ↗ |
| 2025-06-02 | Woolway Paul V | Officer | S-Sale | D | Common Stock | 3,290 | 87.68 | 288.5K | 39,154 | I | ↗ |
| 2025-05-30 | Beatty Jonathan S | Officer | S-Sale | D | Common Stock | 2,850 | 87.57 | 249.6K | 15,219 | I | ↗ |
| 2025-05-28 | Murtagh Nigel J | Officer | M-Exempt | A | Common Stock | 25,000 | 41.98 | 1.05M | 83,999 | D | ↗ |
| 2025-05-27 | Schwab-Pomerantz Carolyn | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 3,646 | 88.63 | 323.1K | 3,646 | D | ↗ |
| 2025-05-27 | SNEED PAULA A | Director | A-Award | A | Common Stock | 1,462 | 0.00 | — | 8,073 | D | ↗ |
| 2025-05-27 | SARIN ARUN | Director | A-Award | A | Common Stock | 1,462 | 0.00 | — | 10,666 | D | ↗ |
| 2025-05-27 | Ruffel Charles A. | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 3,646 | 88.63 | 323.1K | 3,646 | D | ↗ |
| 2025-05-27 | Ricketts Todd M | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 3,646 | 88.63 | 323.1K | 3,646 | D | ↗ |
| 2025-05-27 | MARTIN-FLICKINGER GERRI | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 3,646 | 88.63 | 323.1K | 3,646 | D | ↗ |
| 2025-05-27 | HERRINGER FRANK C | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 3,646 | 88.63 | 323.1K | 3,646 | D | ↗ |
| 2025-05-27 | Ellis Stephen A | Director | A-Award | A | Common Stock | 1,462 | 0.00 | — | 9,039 | D | ↗ |
| 2025-05-27 | Dea Joan | Director | A-Award | A | Common Stock | 1,462 | 0.00 | — | 28,186 | D | ↗ |
| 2025-05-27 | DODDS CHRISTOPHER V | Director | A-Award | A | Common Stock | 1,462 | 0.00 | — | 10,666 | D | ↗ |
| 2025-05-27 | Brown Marianne Catherine | Director | A-Award | A | Common Stock | 1,462 | 0.00 | — | 15,751 | D | ↗ |
| 2025-05-27 | ADAMS JOHN K JR | Director | A-Award | A | Common Stock | 1,462 | 0.00 | — | 48,667 | D | ↗ |
| 2025-05-22 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 34,585 | 87.50 | 3.03M | 57,569,203 | I | ↗ |
| 2025-05-22 | Morgan Peter J. III | Officer | S-Sale | D | Common Stock | 10,176 | 87.39 | 889.3K | 0 | D | ↗ |
| 2025-05-21 | Ruffel Charles A. | Director | S-Sale | D | Common Stock | 5,556 | 87.65 | 487.0K | 16,594 | D | ↗ |
| 2025-05-21 | Craig Jonathan M. | Officer | M-Exempt | D | Nonqualified Stock Option (right to buy) | 47,500 | 41.98 | 1.99M | 35,188 | D | ↗ |
| 2025-05-19 | Bettinger Walter W | Director / Officer | S-Sale | D | Common Stock | 191,523 | 89.00 | 17.05M | 764,610 | D | ↗ |
| 2025-05-16 | Schwab-Pomerantz Carolyn | Director | S-Sale | D | Common Stock | 10,795 | 88.74 | 958.0K | 1,520,399 | I | ↗ |
| 2025-05-13 | Schwab Charles R. | Director / Officer | G-Gift | D | Common Stock | 80,000 | 0.00 | — | 58,922,353 | I | ↗ |
| 2025-05-12 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 120,000 | 85.39 | 10.25M | 59,002,353 | I | ↗ |
| 2025-05-09 | Wurster Richard A | Director / Officer | S-Sale | D | Common Stock | 15,345 | 84.08 | 1.29M | 177,689 | D | ↗ |
| 2025-05-08 | Woolway Paul V | Officer | M-Exempt | D | Nonqualified Stock Option (right to buy) | 8,613 | 41.98 | 361.6K | 0 | D | ↗ |
| 2025-05-08 | Schwab Charles R. | Director / Officer | G-Gift | D | Common Stock | 6,000 | 0.00 | — | 59,122,353 | I | ↗ |
| 2025-05-08 | Murtagh Nigel J | Officer | M-Exempt | D | Nonqualified Stock Option (right to buy) | 25,000 | 42.99 | 1.07M | 20,872 | D | ↗ |
| 2025-05-08 | Beatty Jonathan S | Officer | M-Exempt | D | Nonqualified Stock Option (right to buy) | 3,658 | 44.24 | 161.8K | 0 | D | ↗ |
| 2025-05-07 | Schwab Charles R. | Director / Officer | G-Gift | D | Common Stock | 62,500 | 0.00 | — | 59,128,353 | I | ↗ |
| 2025-05-06 | Schwab Charles R. | Director / Officer | G-Gift | D | Common Stock | 80,000 | 0.00 | — | 59,190,853 | I | ↗ |
| 2025-05-06 | Murtagh Nigel J | Officer | G-Gift | D | Common Stock | 121 | 0.00 | — | 58,993 | D | ↗ |
| 2025-05-05 | Wurster Richard A | Director / Officer | G-Gift | D | Common Stock | 2,877 | 0.00 | — | 193,034 | D | ↗ |
| 2025-05-05 | Schwab Charles R. | Director / Officer | G-Gift | D | Common Stock | 75,000 | 0.00 | — | 59,270,853 | I | ↗ |
| 2025-05-01 | Woolway Paul V | Officer | S-Sale | D | Common Stock | 8,614 | 82.00 | 706.4K | 45,824 | I | ↗ |
| 2025-05-01 | Schwab-Pomerantz Carolyn | Director | S-Sale | D | Common Stock | 14,400 | 81.14 | 1.17M | 1,531,194 | I | ↗ |
| 2025-05-01 | Craig Jonathan M. | Officer | M-Exempt | A | Common Stock | 9,559 | 42.99 | 410.9K | 0 | D | ↗ |
| 2025-04-30 | Schwab Charles R. | Director / Officer | G-Gift | D | Common Stock | 625,000 | 0.00 | — | 59,345,853 | I | ↗ |
| 2025-04-28 | Schwab Charles R. | Director / Officer | S-Sale | D | Common Stock | 37,585 | 79.55 | 2.99M | 59,970,853 | I | ↗ |
| 2025-04-22 | Schwab-Pomerantz Carolyn | Director | S-Sale | D | Common Stock | 6,897 | 76.77 | 529.4K | 1,545,594 | I | ↗ |
| 2025-04-21 | HERRINGER FRANK C | Director | S-Sale | D | Common Stock | 3,592 | 74.26 | 266.7K | 172,162 | I | ↗ |
| 2025-04-03 | Schwab-Pomerantz Carolyn | Director | S-Sale | D | Common Stock | 2,147 | 75.20 | 161.4K | 1,545,594 | I | ↗ |
| 2025-04-01 | Woolway Paul V | Officer | S-Sale | D | Common Stock | 400 | 77.96 | 31.2K | 45,824 | I | ↗ |
| 2025-04-01 | Ruffel Charles A. | Director | A-Award | A | Nonqualified Stock Option (right to buy) | 1,567 | 77.67 | 121.7K | 1,567 | D | ↗ |
| 2025-04-01 | HERRINGER FRANK C | Director | A-Award | A | Restricted Stock Units | 266 | 0.00 | — | 148,579 | D | ↗ |
| 2025-04-01 | Ellis Stephen A | Director | A-Award | A | Restricted Stock Units | 435 | 0.00 | — | 11,221 | D | ↗ |
| 2025-04-01 | Brown Marianne Catherine | Director | A-Award | A | Restricted Stock Units | 483 | 0.00 | — | 6,095 | D | ↗ |
| 2025-03-31 | Ricketts Todd M | Director | G-Gift | A | Common Stock | 290,608 | 0.00 | — | 525,805 | D | ↗ |
| 2025-03-24 | Woolway Paul V | Officer | M-Exempt | A | Common Stock | 8,614 | 41.98 | 361.6K | 33,767 | D | ↗ |
| 2025-03-14 | Ruffel Charles A. | Director | M-Exempt | A | Common Stock | 8,584 | 43.21 | 370.9K | 22,150 | D | ↗ |
| 2025-03-06 | Schwab-Pomerantz Carolyn | Director | S-Sale | D | Common Stock | 14,400 | 75.58 | 1.09M | 1,559,994 | I | ↗ |
| 2025-03-06 | Craig Jonathan M. | Officer | S-Sale | D | Common Stock | 23,258 | 75.59 | 1.76M | 0 | I | ↗ |
| 2025-03-05 | Woolway Paul V | Officer | S-Sale | D | Common Stock | 9,887 | 75.38 | 745.3K | 47,931 | I | ↗ |
| 2025-03-05 | Murtagh Nigel J | Officer | S-Sale | D | Common Stock | 15,229 | 75.38 | 1.15M | 59,092 | D | ↗ |
| 2025-03-03 | Wurster Richard A | Officer | F-InKind | D | Common Stock | 34,608 | 79.05 | 2.74M | 195,911 | D | ↗ |
| 2025-03-03 | Woolway Paul V | Officer | S-Sale | D | Common Stock | 3,380 | 79.32 | 268.1K | 57,818 | I | ↗ |
| 2025-03-03 | Verdeschi Michael D | Officer | A-Award | A | Nonqualified Stock Option (right to buy) | 79,344 | 78.12 | 6.20M | 79,344 | D | ↗ |
| 2025-03-03 | Schwab Charles R. | Director / Officer | A-Award | A | Nonqualified Stock Option (right to buy) | 91,200 | 78.12 | 7.12M | 91,200 | D | ↗ |
| 2025-03-03 | Murtagh Nigel J | Officer | A-Award | A | Nonqualified Stock Option (right to buy) | 39,216 | 78.12 | 3.06M | 39,216 | D | ↗ |
| 2025-03-03 | Morgan Peter J. III | Officer | F-InKind | D | Common Stock | 8,378 | 79.05 | 662.2K | 10,176 | D | ↗ |
| 2025-03-03 | Craig Jonathan M. | Officer | M-Exempt | A | Common Stock | 28,668 | 42.99 | 1.23M | 0 | D | ↗ |
| 2025-03-03 | Bettinger Walter W | Director / Officer | F-InKind | D | Common Stock | 96,539 | 79.05 | 7.63M | 956,133 | D | ↗ |
| 2025-03-03 | Beatty Jonathan S | Officer | A-Award | A | Nonqualified Stock Option (right to buy) | 30,096 | 78.12 | 2.35M | 30,096 | D | ↗ |
| 2025-03-01 | Wurster Richard A | Officer | A-Award | A | Common Stock | 92,770 | 0.00 | — | 230,519 | D | ↗ |
| 2025-03-01 | Woolway Paul V | Officer | A-Award | A | Common Stock | 13,254 | 0.00 | — | 38,407 | D | ↗ |
| 2025-03-01 | Schwab Charles R. | Director / Officer | A-Award | A | Common Stock | 66,263 | 0.00 | — | 66,263 | D | ↗ |
| 2025-03-01 | Murtagh Nigel J | Officer | A-Award | A | Common Stock | 26,506 | 0.00 | — | 85,598 | D | ↗ |
| 2025-03-01 | Morgan Peter J. III | Officer | A-Award | A | Common Stock | 18,554 | 0.00 | — | 18,554 | D | ↗ |
| 2025-03-01 | Craig Jonathan M. | Officer | A-Award | A | Common Stock | 42,409 | 0.00 | — | 42,409 | D | ↗ |
| 2025-03-01 | Bettinger Walter W | Director / Officer | A-Award | A | Common Stock | 225,295 | 0.00 | — | 1,052,672 | D | ↗ |
| 2025-03-01 | Beatty Jonathan S | Officer | M-Exempt | A | Common Stock | 9,482 | 0.00 | — | 46,463 | D | ↗ |
Executive team
Top executives
EBIT / Employee
357.0K
Shares Outstanding
1.74B
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2013 | Walter W. Bettinger II President and Chief Executive Officer | 1.00M | — | 5.04M | 3.25M | 3.36M | 68.2K | 12.73M | 65.18% | ↗ |
| 2 | 2013 | Charles R. Schwab Chairman | 500.0K | — | 2.33M | 1.50M | 1.12M | 38.5K | 5.49M | 69.76% | ↗ |
| 3 | 2013 | Joseph R. Martinetto Chief Financial Officer | 575.0K | — | 1.24M | 870.0K | 902.6K | 25.7K | 3.62M | 58.44% | ↗ |
| 4 | 2013 | James D. McCool Executive Vice President – Client Solutions | 550.0K | — | 1.16M | 750.0K | 863.4K | 25.6K | 3.35M | 57.09% | ↗ |
| 5 | 2013 | John S. Clendening Executive Vice President – Investor Services | 520.8K | — | 1.16M | 750.0K | 700.8K | 23.8K | 3.16M | 60.58% | ↗ |
| 6 | 2012 | Walter W. Bettinger II President and Chief Executive Officer | 983.3K | — | 2.60M | 3.90M | 2.69M | 57.2K | 10.23M | 63.52% | ↗ |
| 7 | 2012 | Charles R. Schwab Chairman | 500.0K | — | 1.20M | 1.80M | 912.5K | 25.1K | 4.44M | 67.60% | ↗ |
| 8 | 2012 | Benjamin L. Brigeman Former Executive Vice President – Investor Services | 343.8K | — | 600.0K | 600.0K | — | 1.29M | 2.84M | 42.28% | ↗ |
| 9 | 2012 | James D. McCool Executive Vice President – Client Solutions | 545.8K | — | 600.0K | 900.0K | 697.3K | 24.6K | 2.77M | 54.20% | ↗ |
| 10 | 2012 | Joseph R. Martinetto Chief Financial Officer | 522.9K | 4.0K | 560.0K | 840.0K | 572.6K | 18.9K | 2.52M | 55.59% | ↗ |
| 11 | 2012 | John S. Clendening Executive Vice President – Investor Services | 495.8K | — | 560.0K | 840.0K | 542.9K | 18.5K | 2.46M | 56.97% | ↗ |
| 12 | 2011 | Walter W. Bettinger II PRESIDENT AND CHIEF EXECUTIVE OFFICER | 900.0K | — | 1.95M | 4.55M | 2.63M | 71.9K | 10.10M | 64.33% | ↗ |
| 13 | 2011 | Walter W. Bettinger II President and Chief Executive Officer | 900.0K | — | 1.95M | 4.55M | 2.63M | 71.9K | 10.10M | 64.33% | ↗ |
| 14 | 2011 | Charles R. Schwab CHAIRMAN | 500.0K | — | 900.0K | 2.10M | 975.0K | 43.0K | 4.52M | 66.40% | ↗ |
| 15 | 2011 | Charles R. Schwab Chairman | 500.0K | — | 900.0K | 2.10M | 975.0K | 43.0K | 4.52M | 66.40% | ↗ |
| 16 | 2011 | Benjamin L. Brigeman Former Executive Vice President – Investor Services | 543.5K | — | 450.0K | 1.05M | 741.9K | 21.6K | 2.81M | 53.44% | ↗ |
| 17 | 2011 | Benjamin L. Brigeman EXECUTIVE VICE PRESIDENT – INVESTOR SERVICES | 543.5K | — | 450.0K | 1.05M | 741.9K | 21.6K | 2.81M | 53.44% | ↗ |
| 18 | 2011 | James D. McCool Executive Vice President – Client Solutions | 522.7K | — | 420.0K | 980.0K | 713.4K | 47.5K | 2.68M | 52.17% | ↗ |
| 19 | 2011 | James D. McCool EXECUTIVE VICE PRESIDENT – INSTITUTIONAL SERVICES | 522.7K | — | 420.0K | 980.0K | 713.4K | 47.5K | 2.68M | 52.17% | ↗ |
| 20 | 2011 | Joseph R. Martinetto CHIEF FINANCIAL OFFICER | 497.7K | — | 390.0K | 910.0K | 582.3K | 19.6K | 2.40M | 54.18% | ↗ |
| 21 | 2011 | Joseph R. Martinetto Chief Financial Officer | 497.7K | — | 390.0K | 910.0K | 582.3K | 19.6K | 2.40M | 54.18% | ↗ |
| 22 | 2010 | Walter W. Bettinger II PRESIDENT AND CHIEF EXECUTIVE OFFICER | 900.0K | — | 2.12M | 4.55M | 2.36M | 89.1K | 10.02M | 66.55% | ↗ |
| 23 | 2010 | Walter W. Bettinger II President and Chief Executive Officer | 900.0K | — | 2.12M | 4.55M | 2.36M | 89.1K | 10.02M | 66.55% | ↗ |
| 24 | 2010 | Charles R. Schwab CHAIRMAN | 500.0K | — | 977.2K | 2.10M | 875.0K | 67.2K | 4.52M | 68.09% | ↗ |
| 25 | 2010 | Charles R. Schwab Chairman | 500.0K | — | 977.2K | 2.10M | 875.0K | 67.2K | 4.52M | 68.09% | ↗ |
| 26 | 2010 | Benjamin L. Brigeman Former Executive Vice President – Investor Services | 511.0K | — | 472.3K | 1.02M | 536.6K | 28.6K | 2.56M | 58.02% | ↗ |
| 27 | 2010 | Benjamin L. Brigeman EXECUTIVE VICE PRESIDENT – INVESTOR SERVICES | 511.0K | — | 472.3K | 1.02M | 536.6K | 28.6K | 2.56M | 58.02% | ↗ |
| 28 | 2010 | James D. McCool Executive Vice President – Client Solutions | 511.0K | — | 456.0K | 980.0K | 536.6K | 68.7K | 2.55M | 56.26% | ↗ |
| 29 | 2010 | James D. McCool EXECUTIVE VICE PRESIDENT – INSTITUTIONAL SERVICES | 511.0K | — | 456.0K | 980.0K | 536.6K | 68.7K | 2.55M | 56.26% | ↗ |
| 30 | 2010 | Joseph R. Martinetto CHIEF FINANCIAL OFFICER | 486.0K | — | 390.9K | 840.0K | 510.3K | 19.4K | 2.25M | 54.79% | ↗ |
| 31 | 2010 | Joseph R. Martinetto Chief Financial Officer | 486.0K | — | 390.9K | 840.0K | 510.3K | 19.4K | 2.25M | 54.79% | ↗ |
| 32 | 2009 | Walter W. Bettinger II PRESIDENT AND CHIEF EXECUTIVE OFFICER | 900.0K | — | 1.95M | 4.55M | 2.53M | 98.2K | 10.03M | 64.81% | ↗ |
| 33 | 2009 | Charles R. Schwab CHAIRMAN | 500.0K | — | 900.0K | 2.10M | 937.5K | 221.6K | 4.66M | 64.39% | ↗ |
| 34 | 2009 | James D. McCool EXECUTIVE VICE PRESIDENT – INSTITUTIONAL SERVICES | 475.0K | — | 420.0K | 980.0K | 534.4K | 243.3K | 2.65M | 52.78% | ↗ |
| 35 | 2009 | Benjamin L. Brigeman EXECUTIVE VICE PRESIDENT – INVESTOR SERVICES | 475.0K | — | 435.0K | 1.02M | 534.4K | 59.1K | 2.52M | 57.58% | ↗ |
| 36 | 2009 | Joseph R. Martinetto CHIEF FINANCIAL OFFICER | 450.0K | — | 360.0K | 840.0K | 506.3K | 56.6K | 2.21M | 54.23% | ↗ |
| 37 | 2008 | Walter W. Bettinger II PRESIDENT AND CHIEF EXECUTIVE OFFICER | 793.8K | 128.3K | 3.00M | 7.00M | 4.35M | 119.9K | 15.39M | 64.97% | ↗ |
| 38 | 2008 | Carrie E. Dwyer EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND CORPORATE SECRETARY | 500.0K | — | 512.3K | 570.8K | 2.47M | 63.7K | 4.12M | 26.28% | ↗ |
| 39 | 2008 | James D. McCool EXECUTIVE VICE PRESIDENT – INSTITUTIONAL SERVICES | 435.8K | — | 300.0K | 1.20M | 910.9K | 861.8K | 3.71M | 40.45% | ↗ |
| 40 | 2008 | Charles R. Schwab CHAIRMAN | 858.3K | — | — | — | 2.47M | 65.2K | 3.39M | 0.00% | ↗ |
| 41 | 2008 | Rebecca Saeger EXECUTIVE VICE PRESIDENT AND CHIEF MARKETING OFFICER | 425.0K | — | 162.3K | 267.7K | 2.31M | 54.9K | 3.22M | 13.36% | ↗ |
| 42 | 2008 | Joseph R. Martinetto CHIEF FINANCIAL OFFICER | 443.3K | — | 240.0K | 960.0K | 884.9K | 55.5K | 2.58M | 46.44% | ↗ |
| 43 | 2007 | Walter W. Bettinger II PRESIDENT AND CHIEF EXECUTIVE OFFICER | 683.3K | — | 1.56M | 1.89M | 7.05M | 1.95M | 13.14M | 26.27% | ↗ |
| 44 | 2007 | Charles R. Schwab CHAIRMAN | 900.0K | — | — | 1.91M | 3.69M | 77.4K | 6.57M | 29.03% | ↗ |
| 45 | 2007 | Carrie E. Dwyer EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND CORPORATE SECRETARY | 498.3K | — | 629.9K | 292.4K | 2.70M | 205.8K | 4.33M | 21.31% | ↗ |
| 46 | 2007 | Joseph R. Martinetto CHIEF FINANCIAL OFFICER | 381.2K | 409.5K | 117.2K | 122.1K | 427.6K | 71.1K | 1.53M | 15.65% | ↗ |
| 47 | 2006 | Charles R. Schwab CHAIRMAN | 900.0K | — | — | 274.9K | 4.25M | 200.8K | 5.63M | 4.88% | ↗ |
| 48 | 2006 | Walter W. Bettinger II PRESIDENT AND CHIEF EXECUTIVE OFFICER | 587.5K | — | 352.3K | 172.9K | 1.66M | 68.2K | 2.84M | 18.50% | ↗ |
| 49 | 2006 | Carrie E. Dwyer EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND CORPORATE SECRETARY | 490.0K | — | 559.5K | 165.0K | 1.28M | 70.6K | 2.56M | 28.28% | ↗ |
| 50 | 2004 | Lon Gorman FORMER VICE CHAIRMAN | 541.5K | 325.7K | — | — | — | 14.41M | 15.28M | 0.00% | ↗ |
| 51 | 2004 | David S. Pottruck FORMER CHIEF EXECUTIVE OFFICER | 583.3K | — | — | 425.0K | — | 10.83M | 11.84M | 3.59% | ↗ |
| 52 | 2004 | William L. Atwell EXECUTIVE VICE PRESIDENT AND PRESIDENT – INDIVIDUAL INVESTOR ENTERPRISE | 596.7K | 564.6K | — | 273.7K | — | 817.6K | 2.25M | 12.15% | ↗ |
| 53 | 2004 | Dawn G. Lepore FORMER VICE CHAIRMAN | 617.8K | 360.1K | — | — | — | 845.3K | 1.82M | 0.00% | ↗ |
| 54 | 2004 | Alan J. Weber EXECUTIVE VICE PRESIDENT AND CHAIRMAN AND CHIEF EXECUTIVE OFFICER, U.S. TRUST CORPORATION | 625.0K | 788.6K | — | 273.7K | — | 10.5K | 1.70M | 16.12% | ↗ |
| 55 | 2004 | Christopher V. Dodds EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | 550.0K | 640.8K | — | 292.0K | — | 10.5K | 1.49M | 19.55% | ↗ |
| 56 | 2004 | Carrie E. Dwyer EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY | 480.0K | 613.5K | — | 228.1K | — | 10.5K | 1.33M | 17.12% | ↗ |
| 57 | 2004 | Charles R. Schwab CHAIRMAN AND CHIEF EXECUTIVE OFFICER | 900.0K | — | — | 300.0K | — | 10.5K | 1.21M | 24.78% | ↗ |
| 58 | 2003 | David S. Pottruck FORMER CHIEF EXECUTIVE OFFICER | 983.3K | — | 2.50M | 1.42M | — | 138.7K | 5.04M | 77.73% | ↗ |
| 59 | 2003 | Lon Gorman FORMER VICE CHAIRMAN | 590.0K | 1.22M | 2.79M | — | — | — | 4.60M | 60.62% | ↗ |
| 60 | 2003 | William L. Atwell EXECUTIVE VICE PRESIDENT AND PRESIDENT – INDIVIDUAL INVESTOR ENTERPRISE | 560.8K | 412.9K | 2.91M | — | — | 520.2K | 4.40M | 66.07% | ↗ |
| 61 | 2003 | Dawn G. Lepore FORMER VICE CHAIRMAN | 618.3K | 409.1K | 3.03M | — | — | — | 4.06M | 74.70% | ↗ |
| 62 | 2003 | Christopher V. Dodds EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | 543.3K | 330.0K | 2.66M | — | — | — | 3.54M | 75.30% | ↗ |
| 63 | 2003 | Alan J. Weber EXECUTIVE VICE PRESIDENT AND CHAIRMAN AND CHIEF EXECUTIVE OFFICER, U.S. TRUST CORPORATION | 625.0K | 468.8K | 2.27M | — | — | — | 3.37M | 67.51% | ↗ |
| 64 | 2003 | Carrie E. Dwyer EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY | 480.0K | 322.6K | 2.29M | — | — | — | 3.09M | 74.01% | ↗ |
| 65 | 2003 | Charles R. Schwab CHAIRMAN AND CHIEF EXECUTIVE OFFICER | 900.0K | — | — | — | — | — | 900.0K | 0.00% | ↗ |
| 66 | 2002 | David S. Pottruck FORMER CHIEF EXECUTIVE OFFICER | 883.3K | — | — | 1.30M | — | 160.2K | 2.34M | 55.47% | ↗ |
| 67 | 2002 | Charles R. Schwab CHAIRMAN AND CHIEF EXECUTIVE OFFICER | 883.3K | — | — | 1.30M | — | 10.3K | 2.19M | 59.26% | ↗ |
| 68 | 2002 | Lon Gorman FORMER VICE CHAIRMAN | 586.0K | 1.00M | — | 300.0K | — | 10.3K | 1.90M | 15.82% | ↗ |
| 69 | 2002 | Alan J. Weber EXECUTIVE VICE PRESIDENT AND CHAIRMAN AND CHIEF EXECUTIVE OFFICER, U.S. TRUST CORPORATION | 156.3K | 468.8K | 932.0K | 325.0K | — | — | 1.88M | 66.79% | ↗ |
| 70 | 2002 | Dawn G. Lepore FORMER VICE CHAIRMAN | 613.6K | 400.9K | — | 300.0K | — | 10.3K | 1.32M | 22.64% | ↗ |
| 71 | 2002 | Christopher V. Dodds EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | 528.5K | 325.0K | — | 250.0K | — | 10.3K | 1.11M | 22.45% | ↗ |
| 72 | 2002 | William L. Atwell EXECUTIVE VICE PRESIDENT AND PRESIDENT – INDIVIDUAL INVESTOR ENTERPRISE | 512.0K | 250.0K | — | 220.0K | — | 10.3K | 992.3K | 22.17% | ↗ |
| 73 | 2002 | Carrie E. Dwyer EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY | 426.5K | 234.7K | 186.4K | 100.0K | — | 10.3K | 957.9K | 29.90% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Richard A. Wurster | Chief Executive Officer, President & Director | 6M | male |
| Michael Verdeschi | MD & Chief Financial Officer | 4M | male |
| Charles Robert Schwab | Founder & Co-Chairman | 4M | male |
| Jonathan Craig | MD, Head of Investor Service & Head of Retail Investing | 3M | male |
| Peter J. Morgan | MD, General Counsel & Corporate Secretary | — | male |
| Shannon Jurecka | Managing Director & Chief Administrative Officer | — | female |
| Stacy Hammond | MD & Chief Marketing Officer | — | female |
| Tim Heier | MD & Chief Technology Officer | — | male |
| Jeff Edwards | MD & Head of Investor Relations | — | male |
| Lisa Kidd Hunt | MD & Head of International Services | — | female |
| Nigel J. Murtagh | MD & Chief Risk Officer | — | male |
ESG Rating
ESG Score History FINANCIAL - CAPITAL MARKETS
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-04-13 | 2026-05-13 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2026-03-27 | 2026-04-08 | Gilbert Cisneros | CA31 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-02-19 | 2026-03-12 | Tony Wied | WI08 | Joint | Purchase | $50,001 - $100,000 | ↗ |
| 2026-01-09 | 2026-02-13 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-12-18 | 2026-01-16 | Julie Johnson | TX32 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-12-11 | 2026-01-15 | Dan Newhouse | WA04 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2025-12-10 | 2026-01-12 | Gilbert Cisneros | CA31 | — | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2025-11-13 | 2025-12-12 | Julie Johnson | TX32 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-09-23 | 2025-10-10 | Valerie Hoyle | OR04 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-09-17 | 2025-10-03 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-09-15 | 2025-10-03 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-08-14 | 2025-09-12 | Julie Johnson | TX32 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-07-16 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-07-10 | 2025-08-12 | Richard W. Allen | GA12 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2025-07-10 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2025-06-02 | 2025-07-10 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-05-12 | 2025-06-23 | Jefferson Shreve | IN06 | — | Sale | $15,001 - $50,000 | ↗ |
| 2025-05-05 | 2025-05-07 | Marjorie Taylor Greene | GA14 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-04-21 | 2025-05-13 | Bruce Westerman | AR04 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-04-07 | 2025-05-14 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for SCHW
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
