Charles Schwab Ownership
| SCHW Stock | USD 78.39 0.18 0.23% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Charles |
Charles Stock Ownership Analysis
About 76.0% of the company shares are owned by institutional investors. The book value of Charles Schwab was at this time reported as 21.4. The company has Price/Earnings To Growth (PEG) ratio of 0.9. Charles Schwab Corp last dividend was issued on the 14th of February 2025. The entity had 3:2 split on the 31st of May 2000. The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas. Charles Schwab operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 35200 people. To find out more about Charles Schwab Corp contact Walter II at 817 859 5000 or learn more at https://www.schwab.com.Charles Schwab Corp Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Charles Schwab insiders, such as employees or executives, is commonly permitted as long as it does not rely on Charles Schwab's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Charles Schwab insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Arun Sarin over a month ago Disposition of 8548 shares by Arun Sarin of Charles Schwab at 31.21 subject to Rule 16b-3 | ||
Beatty Jonathan S over six months ago Disposition of 780 shares by Beatty Jonathan S of Charles Schwab at 44.24 subject to Rule 16b-3 | ||
Beatty Jonathan S over six months ago Discretionary transaction by Beatty Jonathan S of tradable shares of Charles Schwab subject to Rule 16b-3 | ||
Peter Crawford over six months ago Acquisition by Peter Crawford of 5482 shares of Charles Schwab at 28.44 subject to Rule 16b-3 | ||
Stephen Ellis over a year ago Acquisition by Stephen Ellis of 2077 shares of Charles Schwab at 57.72 subject to Rule 16b-3 | ||
Robert Wilson over a year ago Exercise or conversion by Robert Wilson of 5244 shares of Charles Schwab subject to Rule 16b-3 |
Charles Schwab's latest congressional trading
Congressional trading in companies like Charles Schwab Corp, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Charles Schwab by those in governmental positions are based on the same information available to the general public.
| 2025-03-17 | Representative Tony Wied | Acquired $100K to $250K | Verify | ||
| 2025-03-07 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2024-12-11 | Representative Morgan McGarvey | Acquired Under $15K | Verify | ||
| 2024-12-10 | Representative Morgan McGarvey | Acquired Under $15K | Verify | ||
| 2024-11-28 | Representative Marjorie Taylor Greene | Acquired Under $15K | Verify | ||
| 2024-10-21 | Representative Richard W Allen | Acquired $15K to $50K | Verify | ||
| 2024-10-18 | Representative Richard W Allen | Acquired $15K to $50K | Verify | ||
| 2024-09-18 | Representative Michael McCaul | Acquired $15K to $50K | Verify | ||
| 2023-11-16 | Representative Richard W Allen | Acquired $15K to $50K | Verify | ||
| 2023-09-22 | Senator Dan Sullivan | Acquired Under $15K | Verify | ||
| 2023-09-17 | Senator Dan Sullivan | Acquired Under $15K | Verify | ||
| 2023-09-08 | Representative Richard W Allen | Acquired $15K to $50K | Verify | ||
| 2023-06-01 | Representative Richard W Allen | Acquired $15K to $50K | Verify | ||
| 2023-03-16 | Senator Dan Sullivan | Acquired Under $15K | Verify | ||
| 2020-02-12 | Representative Robert J Wittman | Acquired Under $15K | Verify | ||
| 2019-11-06 | Representative Dean Phillips | Acquired Under $15K | Verify | ||
| 2019-07-30 | Representative Susan A Davis | Acquired $15K to $50K | Verify |
Charles Schwab Outstanding Bonds
Charles Schwab issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Charles Schwab Corp uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Charles bonds can be classified according to their maturity, which is the date when Charles Schwab Corp has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| SCHWAB CHARLES P Corp BondUS808513AL92 | View | |
| SCHWAB CHARLES P Corp BondUS808513AM75 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| SCHWAB CHARLES P Corp BondUS808513AU91 | View | |
| SCHW 5 Corp BondUS808513AR62 | View | |
| SCHWAB CHARLES P Corp BondUS808513AQ89 | View |
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