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SCHW Charles Schwab

Charles Schwab earnings company data as of 7:59 PM ET 10/22

  • 1 Owner
  • Rank #40
  • Max 20.6%
  • Master 0.75%

Scheduled

1 period, newest first, nothing reported yet. Each row shows EPS above revenue.

Period Date Metric Estimate Actual Result
FY2026 Q3 15 Oct EPS 1.67 — —
Rev — — —

Who owns this now

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

All holders
  1. Claude Leveille 20.6%

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.

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 8 days ago. All on EDGAR

Estimates are consensus figures; SEC filings remain the official record. Not investment advice.