The Charles Schwab Corporation (SCHW)

Charles Schwab & Co., Inc. • Charles Schwab Futures and Forex LLC • Charles Schwab Investment Advisory, Inc. • Charles Schwab Investment Management, Inc. • Schwab Holdings, Inc. • Schwab Retirement Plan Services, Inc. • Schwab Wealth Advisory, Inc. • TD Ameritrade Clearing, Inc. • TD Ameritrade Holding LLC • TD Ameritrade, Inc. ...

IRS number

943025021

SCHW stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$79.25

Low target

$61.00

High target

$95.00

Keefe, Bruyette & Woods

Latest filings (excl ownership)

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8 Nov 24

Schwab Reports Third Quarter Results

15 Oct 24

8-K

Departure of Directors or Certain Officers

1 Oct 24

8-K

Departure of Directors or Certain Officers

25 Jul 24

8-K

Schwab Reports Second Quarter Results

16 Jul 24

8-K

Submission of Matters to a Vote of Security Holders

29 May 24

DEFA14A

Additional proxy soliciting materials

16 May 24

8-K

Schwab Announces Executive Transitions

9 May 24

Letter to shareholders

16 Apr 24

Latest ownership filings

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Stephen A Ellis

19 Dec 24

Carolyn Schwab-Pomerantz

17 Dec 24

Carolyn Schwab-Pomerantz

Notice of proposed sale of securities

22 Nov 24

CHRISTOPHER V DODDS

20 Nov 24

Carolyn Schwab-Pomerantz

Financial summary

Financial statements Chart SCHW financial data

Quarter (USD)	Sep 24	Mar 24	Dec 23	Sep 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q3 2024

SCHW institutional ownership history Ownership history

82.6% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	1807	1881	-3.9%
Opened positions	134	151	-11.3%
Closed positions	208	141	+47.5%
Increased positions	713	679	+5.0%
Reduced positions	728	775	-6.1%

13F shares	Current	Prev Q	Change
Total value	86.27 tn	100.55 tn	-14.2%
Total shares	1.46 bn	1.50 bn	-2.2%
Total puts	22.29 mm	23.04 mm	-3.3%
Total calls	16.90 mm	17.42 mm	-3.0%
Total put/call ratio	1.3	1.3	-0.3%

Largest owners	Shares	Value	Change
TD The Toronto-Dominion Bank	185.43 mm	$12.02 tn	-17.9%
Vanguard	127.39 mm	$8.26 tn	+4.2%
BLK BlackRock	103.78 mm	$6.73 tn	NEW
Dodge & Cox	89.59 mm	$5.81 tn	+4.4%
T. Rowe Price	87.81 mm	$5.69 bn	+3.1%
STT State Street	62.08 mm	$4.02 tn	+0.7%
JPM JPMorgan Chase & Co.	48.23 mm	$3.13 tn	+9.6%
Geode Capital Management	30.14 mm	$1.95 tn	+1.5%
Massachusetts Financial Services	28.68 mm	$1.86 tn	+6.3%
Harris Associates L P	28.23 mm	$1.83 tn	+23.1%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	103.78 mm	+103.78 mm	NEW
BLK BlackRock	0.00	-101.02 mm	EXIT
TD The Toronto-Dominion Bank	185.43 mm	-40.54 mm	-17.9%
Norges Bank	0.00	-14.82 mm	EXIT
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	3.05 mm	-12.26 mm	-80.1%
Wellington Management	2.92 mm	-6.94 mm	-70.4%
BEN Franklin Resources	27.45 mm	+6.35 mm	+30.1%
Harris Associates L P	28.23 mm	+5.30 mm	+23.1%
Artisan Partners Limited Partnership	18.14 mm	+5.19 mm	+40.1%
Vanguard	127.39 mm	+5.18 mm	+4.2%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

SCHW insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
18 Dec 24	Ellis Stephen A	Common Stock	Option exercise	Acquire M	No	No	31.21	8,548	266.78 k	7,301
18 Dec 24	Ellis Stephen A	Common Stock	Option exercise	Acquire M	No	No	29.93	2,005	60.01 k	7,301
18 Dec 24	Ellis Stephen A	Common Stock	Option exercise	Acquire M	No	No	30.22	1,997	60.35 k	7,301
18 Dec 24	Ellis Stephen A	Nonqualified Stock Option Common Stock	Option exercise	Dispose M	No	No	31.21	8,548	266.78 k	0
18 Dec 24	Ellis Stephen A	Nonqualified Stock Option Common Stock	Option exercise	Dispose M	No	No	29.93	2,005	60.01 k	0
18 Dec 24	Ellis Stephen A	Nonqualified Stock Option Common Stock	Option exercise	Dispose M	No	No	30.22	1,997	60.35 k	0
16 Dec 24	Carolyn Schwab-Pomerantz	Common Stock	Sell	Dispose S	Yes	No	79.2876	3,600	285.44 k	544,129
16 Dec 24	Carolyn Schwab-Pomerantz	Common Stock	Sell	Dispose S	Yes	No	79.2778	5,400	428.10 k	1,603,193.66
26 Nov 24	Carolyn Schwab-Pomerantz	Common Stock	Gift	Dispose G	Yes	No	0	320	0.00	1,608,593.66
25 Nov 24	Jonathan S Beatty	Common Stock	Sell	Dispose S	Yes	Yes	82.0101	2,300	188.62 k	18,069