Charles Schwab Corporation is a US-listed company in the investment banking & brokerage industry. Its financial year ends in December.
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
Revenue for the twelve months to June 2026 was $26.0bn, up 20.3% on a year earlier, slower than 21.2% a quarter earlier. The diluted share count is down 3.2% on a year earlier, which lifts each remaining share.
Our model value for Charles Schwab is under review, so past values are not shown until it is resolved.
Source: 10-Q filed August 7, 2026 on SEC EDGAR · Financials · Valuation
Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.
Charles Schwab Corporation's trailing-twelve-month revenue grew 20.3% year on year, with a free-cash-flow margin of 41.5%. Where it stands out: change in share count of -3.2% ranks 3 of 35 investment banking & brokerage companies we cover.
Current signal Free cash flow diverging from earnings: TTM free cash flow fell 37.2% while net income grew 38.6%: a 76pp divergence.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
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Third-party market data · may be delayed
Company announcements, filed results and changes that matter to shareholders.
No model value for Charles Schwab Corporation at the moment. Current status: valuation models disagree too widely to rate. Available reported financials are shown below.
The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.
We value Charles Schwab Corporation as an asset manager, broker or exchange, with every model that fits that kind of business. Cost of equity 9.3%: the 10-year Treasury yield (4.9%) plus a beta of 0.97 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. | ~$120 ~$92–$180 | Primary model, counts double |
| Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. | ~$58 ~$43–$80 | Included |
| Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. | ~$60 ~$51–$71 | Included |
| Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. | ~$2.5 ~$26–$110 | Left out: out of range vs price (0.03x) |
| Dividend discount (two-stage) Dividends for five years at the growth the business can fund, then a steady payout and growth. | ~$66 ~$56–$81 | Included |
| Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. | — | Combined value withheld. Review the individual models and their assumptions. |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Charles Schwab Corporation with brokers, investment banks and exchanges in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
Strong moat
How hard Charles Schwab's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.
Net income has been a median 1.1% of total assets over 10 years.
Net margin has been a median 32.3%; its worst year was 26.3%.
The diluted share count rose 2.1% over five years; stock-based pay has been a median 1.6% of revenue.
AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (82 before it).
Next results: January 21, 2027, before the open. Analysts expect revenue of $7.4bn and EPS of $1.72 (range $1.67 to $1.77) for the quarter.
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $6.44 | +32% | $28.1bn | +18% |
| Next | $7.81 | +21% | $31.7bn | +13% |
Next year's EPS estimate has moved +1.9% in 90 days, across 24 analysts.
The consensus EPS forecast for the current fiscal year is −0.2% on 90 days ago. In the last 30 days, 4 analysts raised Charles Schwab Corporation's forecast and 7 cut it.
Average of analysts' published estimates (third-party data).
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | $6.46 | $7.66 |
| 60 days ago | $6.49 | $7.80 |
| 30 days ago | $6.49 | $7.82 |
| 7 days ago | $6.46 | $7.96 |
| Now | $6.44 | $7.81 |
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Sept 2026 | $1.66 | $1.69 | +2.1% |
| Jun 2026 | $1.55 | $1.62 | +4.6% |
| Mar 2026 | $1.40 | $1.43 | +2.5% |
| Dec 2025 | $1.39 | $1.39 | −0.3% |
Adjusted EPS as companies report it, against the average analyst estimate.
Last 12 months −4.9%
| Part | Then | Now | Effect |
|---|---|---|---|
| Revenue (last 12 months) | $21.6bn | $26.0bn | +20.3% |
| Net margin | 33.7% | 38.8% | +15.2% |
| P/E multiple | 23.4x | 15.6x | −33.6% |
| Share count | 1829m | 1771m | +3.3% |
Biggest factor: p/e multiple.
Last 3 years +65.6%
| Part | Then | Now | Effect |
|---|---|---|---|
| Revenue (last 12 months) | $20.8bn | $26.0bn | +25.3% |
| Net margin | 33.2% | 38.8% | +17.0% |
| P/E multiple | 14.5x | 15.6x | +7.6% |
| Share count | 1859m | 1771m | +5.0% |
Biggest factor: revenue.
| Calendar year | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 to date |
|---|---|---|---|---|---|---|
| Return | ||||||
| SCHW | +60% | +0% | −16% | +9% | +37% | −10% |
| Industry peers (median) | +26% | −20% | +19% | +45% | +8% | −16% |
| S&P 500 | +29% | −18% | +26% | +25% | +18% | +11% |
| Months that ended higher | ||||||
| SCHW | 58% | 67% | 50% | 58% | 50% | 46% |
| S&P 500 | 75% | 42% | 67% | 75% | 75% | 46% |
| Largest fall from a high during the year | ||||||
| SCHW | −16% | −37% | −45% | −21% | −17% | −23% |
| S&P 500 | −5% | −25% | −10% | −8% | −19% | −9% |
Worst fall since November 3, 2015: 51% from May 22, 2018 to March 12, 2020. Getting back needed a 104% gain, reached on January 6, 2021, 300 days after the low.
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| October 15, 2026 | −5.0% | −0.8% | −5.5% | — |
| July 21, 2026 | −1.7% | +0.7% | +3.3% | +8.4% |
| April 16, 2026 | −8.0% | +1.5% | −11.3% | −9.0% |
| January 21, 2026 | +3.0% | +1.7% | +2.5% | −6.6% |
| October 16, 2025 | −0.2% | −0.1% | +0.3% | +0.3% |
| July 18, 2025 | +3.4% | +0.1% | +4.3% | +3.6% |
| April 17, 2025 | −1.0% | −2.2% | +5.6% | +18.3% |
| January 21, 2025 | +5.5% | +1.5% | +6.9% | +7.4% |
| October 15, 2024 | +6.3% | −0.3% | +4.6% | +15.8% |
| July 16, 2024 | −15.0% | −0.8% | −13.2% | −12.6% |
| April 15, 2024 | +4.3% | −1.4% | +6.0% | +10.4% |
| January 17, 2024 | −2.5% | +0.3% | −1.3% | +0.9% |
Source: SEC EDGAR filings. Retrieved October 20, 2026.
| Period | Revenue (TTM) |
|---|---|
| FY23 Q3 | $19.9B |
| FY23 Q4 | $18.8B |
| FY24 Q1 | $18.5B |
| FY24 Q2 | $18.5B |
| FY24 Q3 | $18.7B |
| FY24 Q4 | $19.6B |
| FY25 Q1 | $20.5B |
| FY25 Q2 | $21.6B |
| FY25 Q3 | $22.9B |
| FY25 Q4 | $23.9B |
| FY26 Q1 | $24.8B |
| FY26 Q2 | $26B |
Source: SEC EDGAR filings. Retrieved October 20, 2026.
| Period | Revenue growth, TTM YoY |
|---|---|
| FY23 Q3 | -0.5% |
| FY23 Q4 | -9.3% |
| FY24 Q1 | -12.9% |
| FY24 Q2 | -10.9% |
| FY24 Q3 | -5.7% |
| FY24 Q4 | 4.1% |
| FY25 Q1 | 10.9% |
| FY25 Q2 | 16.9% |
| FY25 Q3 | 22.3% |
| FY25 Q4 | 22.0% |
| FY26 Q1 | 21.2% |
| FY26 Q2 | 20.3% |
Source: SEC EDGAR filings. Retrieved October 20, 2026.
| Period | FCF margin (TTM) |
|---|---|
| FY23 Q3 | -17.1% |
| FY23 Q4 | 100.3% |
| FY24 Q1 | 42.1% |
| FY24 Q2 | 48.0% |
| FY24 Q3 | 176.7% |
| FY24 Q4 | 10.5% |
| FY25 Q1 | 47.8% |
| FY25 Q2 | 79.4% |
| FY25 Q3 | -6.1% |
| FY25 Q4 | 36.6% |
| FY26 Q1 | 39.2% |
| FY26 Q2 | 41.5% |
| Fiscal year | 2009 Dec 2009 | 2010 Dec 2010 | 2011 Dec 2011 | 2012 Dec 2012 | 2013 Dec 2013 | 2014 Dec 2014 | 2015 Dec 2015 | 2016 Dec 2016 | 2017 Dec 2017 | 2018 Dec 2018 | 2019 Dec 2019 | 2020 Dec 2020 | 2021 Dec 2021 | 2022 Dec 2022 | 2023 Dec 2023 | 2024 Dec 2024 | 2025 Dec 2025 | LTM Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Income | ||||||||||||||||||
| Revenue | 4.2 | 4.2 | 4.7 | 4.9 | 5.4 | 6.1 | 6.4 | 7.5 | 8.6 | 10.1 | 10.7 | 11.7 | 18.5 | 20.8 | 18.8 | 19.6 | 23.9 | 26.0 |
| Net income | 0.8 | 0.5 | 0.9 | 0.9 | 1.1 | 1.3 | 1.4 | 1.9 | 2.4 | 3.5 | 3.7 | 3.3 | 5.9 | 7.2 | 5.1 | 5.9 | 8.9 | 10.1 |
| Diluted EPS | $0.68 | $0.38 | $0.70 | $0.69 | $0.78 | $0.95 | $1.03 | $1.31 | $1.61 | $2.45 | $2.67 | $2.12 | $2.83 | $3.50 | $2.54 | $2.99 | $4.65 | $5.70 |
| Growth (year on year) | ||||||||||||||||||
| Revenue | −18.6% | +1.3% | +10.4% | +4.1% | +11.3% | +11.5% | +5.3% | +17.2% | +15.2% | +17.6% | +5.8% | +9.0% | +58.4% | +12.1% | −9.3% | +4.1% | +22.0% | +20.3% |
| Net income | −35.1% | −42.3% | +90.3% | +7.4% | +15.4% | +23.3% | +9.5% | +30.5% | +24.6% | +49.0% | +5.6% | −10.9% | +77.5% | +22.7% | −29.5% | +17.3% | +49.0% | +38.6% |
| Diluted EPS | −35.2% | −44.1% | +84.2% | −1.4% | +13.0% | +21.8% | +8.4% | +27.2% | +22.9% | +52.2% | +9.0% | −20.6% | +33.5% | +23.7% | −27.4% | +17.7% | +55.5% | +43.2% |
| Margins | ||||||||||||||||||
| Net margin | 18.8% | 10.7% | 18.4% | 19.0% | 19.7% | 21.8% | 22.7% | 25.3% | 27.3% | 34.6% | 34.5% | 28.2% | 31.6% | 34.6% | 26.9% | 30.3% | 37.0% | 38.8% |
| Free-cash-flow margin | 30.9% | −3.2% | 48.7% | 22.9% | 25.9% | 32.2% | 15.4% | 43.6% | −14.4% | 117.3% | 80.4% | 53.2% | 6.5% | 5.2% | 100.3% | 10.5% | 36.6% | 41.5% |
| Cash flow | ||||||||||||||||||
| Cash from operations | 1.4 | −0.0 | 2.5 | 1.3 | 1.7 | 2.3 | 1.2 | 3.6 | −0.8 | 12.5 | 9.3 | 6.9 | 2.1 | 2.1 | 19.6 | 2.7 | 9.3 | 11.4 |
| Capital spending | 0.1 | 0.1 | 0.2 | 0.1 | 0.2 | 0.4 | 0.3 | 0.3 | 0.4 | 0.6 | 0.7 | 0.6 | 0.9 | 1.0 | 0.7 | 0.6 | 0.5 | 0.6 |
| Free cash flow | 1.3 | −0.1 | 2.3 | 1.1 | 1.4 | 1.9 | 1.0 | 3.3 | −1.2 | 11.9 | 8.6 | 6.2 | 1.2 | 1.1 | 18.9 | 2.1 | 8.8 | 10.8 |
| Stock-based pay | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.4 | 0.3 | 0.3 | 0.3 | 0.3 |
| Free cash flow after stock pay | 1.2 | −0.2 | 2.2 | 1.0 | 1.3 | 1.8 | 0.8 | 3.1 | −1.4 | 11.7 | 8.4 | 6.0 | 0.9 | 0.7 | 18.6 | 1.7 | 8.4 | 10.5 |
| Balance sheet | ||||||||||||||||||
| Cash | 8.2 | 4.9 | 8.7 | 12.7 | 7.7 | 11.4 | 12.0 | 10.8 | 14.2 | 27.9 | 29.3 | 40.3 | 63.0 | 40.2 | 43.3 | 42.1 | 46.0 | 40.6 |
| Total debt | 1.5 | 2.0 | 2.0 | 1.7 | 1.9 | 1.9 | 2.9 | 2.9 | 19.8 | 6.9 | 7.5 | 13.6 | 23.8 | 37.9 | 32.7 | 28.4 | 29.1 | 36.6 |
| Net debt (negative = net cash) | −6.7 | −2.9 | −6.7 | −11.0 | −5.8 | −9.4 | −9.1 | −7.9 | 5.5 | −21.0 | −21.9 | −26.7 | −39.2 | −2.3 | −10.7 | −13.7 | −16.9 | −4.0 |
| Diluted shares | 1,160m | 1,194m | 1,229m | 1,275m | 1,293m | 1,315m | 1,327m | 1,334m | 1,353m | 1,361m | 1,320m | 1,435m | 1,897m | 1,894m | 1,831m | 1,834m | 1,809m | 1,771m |
| Returned to shareholders | ||||||||||||||||||
| Dividends | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.4 | 0.5 | 0.6 | 0.8 | 1.1 | 1.3 | 1.8 | 2.1 | 2.3 | 2.3 | 2.3 | 2.4 |
| Buybacks | 0.0 | — | — | — | — | — | — | 0.0 | 0.0 | 1.0 | 2.2 | 0.0 | 0.0 | 3.4 | 2.8 | 0.0 | 7.3 | — |
| Total returned | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.4 | 0.5 | 0.6 | 1.8 | 3.3 | 1.3 | 1.8 | 5.5 | 5.1 | 2.3 | 9.7 | 2.4 |
| Quarter | 2024 Q3 Sept 2024 | 2024 Q4 Dec 2024 | 2025 Q1 Mar 2025 | 2025 Q2 Jun 2025 | 2025 Q3 Sept 2025 | 2025 Q4 Dec 2025 | 2026 Q1 Mar 2026 | 2026 Q2 Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Income | ||||||||
| Revenue | 4.8 | 5.3 | 5.6 | 5.9 | 6.1 | 6.3 | 6.5 | 7.1 |
| Net income | 1.4 | 1.8 | 1.9 | 2.1 | 2.4 | 2.5 | 2.5 | 2.8 |
| Diluted EPS | $0.71 | $0.94 | $0.99 | $1.08 | $1.26 | $1.32 | $1.37 | $1.54 |
| Growth (year on year) | ||||||||
| Revenue | +5.2% | +19.5% | +18.1% | +24.8% | +26.6% | +18.9% | +15.8% | +20.9% |
| Net income | +25.2% | +76.1% | +40.2% | +59.6% | +67.5% | +33.6% | +29.9% | +31.7% |
| Diluted EPS | +26.8% | +84.3% | +45.6% | +63.6% | +77.5% | +40.4% | +38.4% | +42.6% |
| Margins | ||||||||
| Net margin | 29.0% | 34.5% | 34.1% | 36.3% | 38.4% | 38.8% | 38.2% | 39.6% |
| Free-cash-flow margin | 391.4% | −207.9% | 111.5% | 52.1% | 6.4% | −14.5% | 111.1% | 58.2% |
| Cash flow | ||||||||
| Cash from operations | 19.1 | −10.8 | 6.4 | 3.2 | 0.5 | −0.8 | 7.3 | 4.3 |
| Capital spending | 0.1 | 0.3 | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | 0.2 |
| Free cash flow | 19.0 | −11.1 | 6.2 | 3.0 | 0.4 | −0.9 | 7.2 | 4.1 |
| Stock-based pay | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
| Free cash flow after stock pay | 18.9 | −11.2 | 6.1 | 3.0 | 0.3 | −1.0 | 7.1 | 4.0 |
| Last 12 months unless stated | SCHW | LPLA | RJF | ETOR | JEF | GS | Median |
|---|---|---|---|---|---|---|---|
| Revenue, last 12 months | $26.0bn | $20.4bn | $17.0bn | $13.8bn | $12.2bn | $69.7bn | $2.0bn |
| Revenue growth, last 12 months | 20.3% | 31.0% | 8.0% | 9.5% | 13.5% | 18.7% | 20.7% |
| Revenue growth, 3-year average | 7.8% | 27.9% | 10.8% | — | 18.7% | 15.3% | 16.2% |
| Revenue growth, latest quarter | 20.9% | 17.4% | 13.5% | — | 11.1% | 23.0% | 17.4% |
| Gross margin | — | — | — | 1.8% | 98.7% | — | 3.6% |
| Net margin | 38.8% | 6.8% | 13.6% | 1.6% | 7.3% | 31.8% | 5.8% |
| Cash from operations / revenue | 43.9% | 8.7% | 9.6% | 2.3% | 36.3% | −54.3% | 7.7% |
| Free-cash-flow margin | 41.5% | 4.9% | 8.5% | 2.3% | 34.5% | −57.4% | 5.2% |
| Free-cash-flow margin, 3-year average | 56.3% | −2.2% | 11.3% | — | −1.5% | −69.3% | 16.8% |
| Stock pay / revenue | 1.3% | 0.4% | 1.4% | 0.1% | 3.1% | 5.0% | 4.7% |
| Change in share count | −3.2% | 2.8% | −3.9% | 11.5% | 0.0% | −4.6% | 1.2% |
| Measure | Company | Peer median | Rank |
|---|---|---|---|
| Revenue growth Growth | 20.3% | 20.8% | 22 of 40 |
| Change in growth rate Growth | -0.9pp | -0.3pp | 21 of 40 |
| Net margin Profitability | 38.8% | 6.0% | 4 of 40 |
| Stock pay as % of revenue Cash generation | 1.3% | 4.8% | 7 of 36 |
| Change in share count Balance sheet | -3.2% | 1.2% | 3 of 35 |
Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).
| Line of business | Revenue | Share | YoY |
|---|---|---|---|
| Investor Services | $19B | 79.4% | ▲ 22.1% |
| Advisor Services | $4.9B | 20.6% | ▲ 21.6% |
| Line of business | Revenue | YoY |
|---|---|---|
| Asset Management and Administration Service | $6.5B | ▲ 13.8% |
| Trading Revenue Service | $3.9B | ▲ 20.1% |
| Investment Performance | $3.7B | ▲ 13.8% |
| Investment Advice | $2.4B | ▲ 14.6% |
| Order Flow Revenue | $1.9B | ▲ 30.7% |
| Commissions | $1.8B | ▲ 12.9% |
| Bank Deposit Account Fees | $977M | ▲ 34.0% |
| Other | $767M | ▲ 1.9% |
| Financial Service Other | $401M | ▲ 9.6% |
| Principal Transactions | $194M | ▼ 1.0% |
These categories overlap or exclude eliminations, so shares aren't shown.
From Charles Schwab Corporation's 10-K filed February 25, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Blackrock, Inc. | $12.4B | 134.4M | 9.3% | ▲ 0.9% |
| Vanguard Capital Management LLC | $9.9B | 107.3M | 7.5% | ▼ 0.9% |
| Dodge & Cox | $7.1B | 77.0M | 5.3% | ▲ 2.6% |
| State Street Corp | $6.8B | 73.2M | 5.1% | ▲ 0.6% |
| Jpmorgan Chase & Co | $4.5B | 49.2M | 3.4% | ▼ 33.4% |
| FMR LLC | $4.1B | 44.3M | 3.1% | ▲ 24.0% |
| Price T Rowe Associates Inc | $4B | 43.3M | 3.0% | ▼ 11.0% |
| Geode Capital Management, LLC | $3.4B | 37.3M | 2.6% | ▼ 3.6% |
| Franklin Resources Inc | $3.4B | 36.5M | 2.5% | ▲ 14.6% |
| Vanguard Portfolio Management LLC | $2.5B | 26.9M | 1.9% | ▲ 1.2% |
| Primecap Management Co | $2.3B | 25.1M | 1.7% | ▲ 7.2% |
| Harris Associates L P | $2.2B | 24.2M | 1.7% | ▲ 11.0% |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Charles Schwab Corporation's complete shareholder register. Values are as reported by the filers ; 11 inconsistently scaled filing rows were excluded.
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Schwab Charles R. Co-Chairman | October 29, 2026 | Sell | 136,400 | $89.50 | $12.2M |
| Schwab Charles R. Co-Chairman | October 28, 2026 | Sell | 66,750 | $88.36 | $5.9M |
| Hathi Neesha MD, Head Wealth Adv, Bnk, Tst | October 1, 2026 | Sell pre-set plan | 5,000 | $97.80 | $489,007 |
| Hathi Neesha MD, Head Wealth Adv, Bnk, Tst | September 1, 2026 | Sell pre-set plan | 3,177 | $109.04 | $346,428 |
| Hathi Neesha MD, Head Wealth Adv, Bnk, Tst | August 28, 2026 | Sell pre-set plan | 3,177 | $108.12 | $343,498 |
| Bettinger Walter W Co-Chairman | August 28, 2026 | Sell | 74,388 | $110.91 | $8.3M |
| Schwab-Pomerantz Carolyn Director | August 26, 2026 | Sell | 9,175 | $109.25 | $1M |
| Bettinger Walter W Co-Chairman | August 24, 2026 | Sell | 176,210 | $113.49 | $20M |
| Schwab Charles R. Co-Chairman | August 24, 2026 | Sell | 117,000 | $113.20 | $13.2M |
| Beatty Jonathan S MD, Head of Advisor Services | August 17, 2026 | Sell | 1,000 | $111.33 | $111,330 |
| Craig Jonathan M. MD, Head of Retail Investing | August 14, 2026 | Sell pre-set plan | 21,866 | $111.03 | $2.4M |
| Howard Dennis MD, Chief Tech, OPS & Data Off | August 13, 2026 | Sell pre-set plan | 2,198 | $110.00 | $241,780 |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
In the last 12 months, 3 members of Congress disclosed 2 purchases and 4 sales of Charles Schwab Corporation shares.
Next expected around January 20, 2027 estimated from the company's past filing pattern, not announced
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| Financial statements | SEC 10-K and 10-Q filings | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
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