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SCHW Charles Schwab

Financials, filed as SCHWAB CHARLES CORP (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 5 managers in 2026 Q2, sold by 5

  • 1 Owner
  • #40
  • Max 20.6%
  • Master 0.75%
  • $18M

Who owns this now

Largest portfolio weights among holders, up to 20.6% (Claude Leveille, Courant Investment Management). Not free-float ownership.

  1. Claude Leveille 20.6%

Who owns SCHW

Sorted by value, long equity only, as of 2026 Q3.

History
Claude Leveille, Courant Investment Management 20.6% Hold 183,499 $18M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by SCHW's executives, directors and 10% owners in the last 12 months, from their Form 4s

All SCHW insider trades
  • $1.8M bought by 1 insider
  • $299M sold by 11 insiders outside a trading plan
  • $35.2M sold by 6 insiders under 10b5-1 plans
  1. Neesha Hathi MD, Head Wealth Adv, Bnk, Tst
    Planned sale
    $489K 5,000 shares at $97.80 46% of stake
    Traded Oct 1 Filed Oct 5
    ↗
  2. Neesha Hathi MD, Head Wealth Adv, Bnk, Tst
    Planned sale
    $346K 3,177 shares at $109.04 36% of stake
    Traded Sep 1 Filed Sep 2
    ↗
  3. Neesha Hathi MD, Head Wealth Adv, Bnk, Tst
    Planned sale
    $343K 3,177 shares at $108.12 100% of stake
    Traded Aug 28 Filed Aug 31
    ↗
  4. Walter W Bettinger Chair
    Sale
    $8.3M 74,388 shares at $110.91 11% of stake
    Traded Aug 28 Filed Aug 31
    ↗
  5. Carolyn Schwab-Pomerantz Director
    Sale
    $1M 9,175 shares at $109.25 0.7% of stake
    Traded Aug 26 Filed Aug 27
    ↗
  6. Walter W Bettinger Chair
    Sale
    $20M 176,210 shares at $113.49 22% of stake
    Traded Aug 24 Filed Aug 26
    ↗
  7. Charles R. Schwab Chair
    Sale
    $13.2M 117,000 shares at $113.20 0.2% of stake
    Traded Aug 24 Filed Aug 26
    ↗
  8. Jonathan S Beatty MD, Head of Advisor Services
    Sale
    $111K 1,000 shares at $111.33 8.5% of stake
    Traded Aug 17 Filed Aug 18
    ↗
  9. Dennis Howard MD, Chief Tech, OPS & Data Off
    Planned sale
    $242K 2,198 shares at $110.00 24% of stake
    Traded Aug 13 Filed Aug 17
    ↗
  10. Jonathan M. Craig MD, Head of Retail Investing
    Planned sale
    $2.4M 21,866 shares at $111.03 100% of stake
    Traded Aug 14 Filed Aug 17
    ↗
  11. Charles R. Schwab Chair
    Sale
    $5M 46,410 shares at $108.18 0.2% of stake
    Traded Aug 12 Filed Aug 13
    ↗
  12. Charles R. Schwab Chair
    Sale
    $5M 46,445 shares at $107.78 0.2% of stake
    Traded Aug 11 Filed Aug 11
    ↗
  13. Nigel J Murtagh Chief Risk Officer
    Planned sale
    $2.9M 26,675 shares at $109.01 32% of stake
    Traded Aug 6–10 Filed Aug 10
    ↗
  14. Paula A Sneed Director
    Sale
    $564K 5,263 shares at $107.15 5.4% of stake
    Traded Aug 7 Filed Aug 10
    ↗
  15. Carolyn Schwab-Pomerantz Director
    Sale
    $2M 18,561 shares at $107.70 1.4% of stake
    Traded Aug 5 Filed Aug 7
    ↗

Also filed in the last 12 months, not counted as buying or selling: 42 option exercises, 22 gifts, 18 stock grants, and 11 share withholdings for taxes.

Congress

14 members of Congress traded SCHW in the last three years: 14 buys and 16 sales. 14 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 30 filed Jul 21
  2. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Mar 27 filed Apr 7
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 9 filed Feb 13
  5. Julie Johnson D-TX-32Joint Sell $1K–$15K Dec 18, 2025 filed Jan 15
  6. Dan Newhouse R-WA-4Spouse Buy $1K–$15K Dec 11, 2025 filed Jan 15

SEC filings

Recent issuer filings from EDGAR, 5 shown.

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
424B5 Filing Doc
424B5 Filing Doc
10-Q Filing Doc

Source: SEC EDGAR submissions, updated 7 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $18.84B $19.61B $23.92B
Net income $5.07B $5.94B $8.85B
Net margin * 26.9% 30.3% 37.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $493.18B $479.84B $491B
Total equity $40.96B $48.38B $49.42B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $19.59B $2.67B $9.31B
Cash from investing $57.41B $35.43B $24.54B
Cash from financing -$61.24B -$47.06B -$29.7B
Net change in cash $15.75B -$8.96B $4.15B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.