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SCHW · Schwab Charles Corp

Financial Services · −2.3% on Oct 16

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Updated Oct 17 · 6 feeds behind: Insider filings, 2 days, and 5 more · Every feed →

On this page

The market view

Price chart

The interactive SCHW chart (by TradingView) loads here.

Our take

5 rules fired on SCHW

In short: none of these rules has solid or some evidence yet, so they show no clear lean on SCHW.

How each did in past tests, against similar stocks over 3 months. Past results don't predict future ones.

All 5 rules
The 0–100 score for SCHW, and which of these rules are open on it right now
Members see one number for how strongly these rules agree on SCHW, and the day each rule fired. Better-tested rules count more, and so do different kinds of filings that point the same way.
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Compare with this company’s history

Is disclosure activity unusual?

See how many different insiders or members of Congress reported purchases or sales of SCHW. Each bar covers 28 days, by disclosure date. Several trades by one person count once in each group and period.

Latest period: Sep 21, 2026–Oct 18, 2026 · UTC dates · today is excluded

Congress purchases

Within earlier range

This count falls within the range of the 12 earlier comparable periods in this view.

Latest 28 days
0
Earlier median
0
Earlier range
0–1
Distinct filers per 28 daysScale: 0–1
Oct 20, 2025Oct 18, 2026
Earlier periodsLatest 28 daysEarlier median 0

Who appears in the latest period?

No named filers on file for this period.

Up to three filers; one example disclosure each.

Inspect this period’s filings

The history behind this view

First stored company disclosure: May 26, 2014. Newest disclosure across this feed: Oct 15, 2026.

Earlier periods in the comparison: 12. Outlined periods are missing data, so they are left out of the comparison. The chart scale changes with the category.

Exact counts, dates and filings for all four categories
Insider purchases · Short history

Only 2 earlier periods are on file to compare with. We need at least 6 full periods before calling a count unusual. Earlier median: 0; range: 0–0.

Insider purchases: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 20, 2025–Nov 16, 2025—Unavailable
Nov 17, 2025–Dec 14, 2025—Unavailable
Dec 15, 2025–Jan 11, 2026—Unavailable
Jan 12, 2026–Feb 8, 2026—Unavailable
Feb 9, 2026–Mar 8, 2026—Unavailable
Mar 9, 2026–Apr 5, 2026—Unavailable
Apr 6, 2026–May 3, 2026—Unavailable
May 4, 2026–May 31, 2026—Unavailable
Jun 1, 2026–Jun 28, 2026—Unavailable
Jun 29, 2026–Jul 26, 20260Partial; excluded
Jul 27, 2026–Aug 23, 20260Within stored history
Aug 24, 2026–Sep 20, 20260Within stored history
Sep 21, 2026–Oct 18, 2026Latest period0Within stored history
Insider sales · Short history

Only 2 earlier periods are on file to compare with. We need at least 6 full periods before calling a count unusual. Earlier median: 6.5; range: 4–9.

Insider sales: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 20, 2025–Nov 16, 2025—Unavailable
Nov 17, 2025–Dec 14, 2025—Unavailable
Dec 15, 2025–Jan 11, 2026—Unavailable
Jan 12, 2026–Feb 8, 2026—Unavailable
Feb 9, 2026–Mar 8, 2026—Unavailable
Mar 9, 2026–Apr 5, 2026—Unavailable
Apr 6, 2026–May 3, 2026—Unavailable
May 4, 2026–May 31, 2026—Unavailable
Jun 1, 2026–Jun 28, 2026—Unavailable
Jun 29, 2026–Jul 26, 20263Partial; excluded
Jul 27, 2026–Aug 23, 20269Within stored history
Aug 24, 2026–Sep 20, 20264Within stored history
Sep 21, 2026–Oct 18, 2026Latest period1Within stored history
Congress purchases · Within earlier range

This count falls within the range of the 12 earlier comparable periods in this view. Earlier median: 0; range: 0–1.

Congress purchases: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 20, 2025–Nov 16, 20250Within stored history
Nov 17, 2025–Dec 14, 20250Within stored history
Dec 15, 2025–Jan 11, 20261Within stored history
Jan 12, 2026–Feb 8, 20260Within stored history
Feb 9, 2026–Mar 8, 20261Within stored history
Mar 9, 2026–Apr 5, 20260Within stored history
Apr 6, 2026–May 3, 20260Within stored history
May 4, 2026–May 31, 20260Within stored history
Jun 1, 2026–Jun 28, 20260Within stored history
Jun 29, 2026–Jul 26, 20261Within stored history
Jul 27, 2026–Aug 23, 20260Within stored history
Aug 24, 2026–Sep 20, 20260Within stored history
Sep 21, 2026–Oct 18, 2026Latest period0Within stored history
Congress sales · Within earlier range

This count falls within the range of the 12 earlier comparable periods in this view. Earlier median: 0; range: 0–2.

Congress sales: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 20, 2025–Nov 16, 20250Within stored history
Nov 17, 2025–Dec 14, 20251Within stored history
Dec 15, 2025–Jan 11, 20262Within stored history
Jan 12, 2026–Feb 8, 20260Within stored history
Feb 9, 2026–Mar 8, 20260Within stored history
Mar 9, 2026–Apr 5, 20260Within stored history
Apr 6, 2026–May 3, 20261Within stored history
May 4, 2026–May 31, 20260Within stored history
Jun 1, 2026–Jun 28, 20260Within stored history
Jun 29, 2026–Jul 26, 20260Within stored history
Jul 27, 2026–Aug 23, 20260Within stored history
Aug 24, 2026–Sep 20, 20260Within stored history
Sep 21, 2026–Oct 18, 2026Latest period0Within stored history
How to read this comparison

The median is the middle count in up to 12 earlier, non-overlapping 28-day periods; the range runs from the smallest to the largest count. The latest period is excluded from both. A comparison needs at least 6 earlier periods, including 3 with activity. The feed’s latest disclosure must be within 7 days of the current period’s end. This freshness check does not verify complete collection.

Insiders include individuals and reporting entities; only purchase and sale codes enter this view. Congress counts reporting members, including their disclosed family transactions. The same filer can appear in purchases and sales, so these categories should not be added into a net count.

These are stored disclosures, not a complete measure of trading. Reporting delays and collection gaps can change the comparison. More activity does not identify a motive or predict a stock’s return.

Company timeline

What has been happening?

May 1, 2026–Oct 16, 2026. Select a month in a category to inspect its records.

Company filings

Insiders

Public officials

All 37 records in this snapshot
  1. Filed
  2. Filed
  3. Disclosed
    Neesha Hathi · Sale

    Transaction dated Oct 1, 2026

  4. Disclosed
    Neesha Hathi · Sale

    Transaction dated Sep 1, 2026

  5. Disclosed
    Neesha Hathi · Sale

    Transaction dated Aug 28, 2026

  6. Disclosed
    Walter W Bettinger · Sale

    Transaction dated Aug 28, 2026

  7. Filed
  8. Filed
  9. Disclosed
    Carolyn Schwab-Pomerantz · Sale

    Transaction dated Aug 26, 2026

  10. Disclosed
    Charles R. Schwab · Sale

    Transaction dated Aug 24, 2026

  11. Filed
  12. Disclosed
    Walter W Bettinger · Sale

    Transaction dated Aug 24, 2026

  13. Filed
  14. Filed
  15. Disclosed
    Jonathan S Beatty · Sale

    Transaction dated Aug 17, 2026

  16. Disclosed
    Dennis Howard · Sale

    Transaction dated Aug 13, 2026

  17. Disclosed
    Jonathan M. Craig · Sale

    Transaction dated Aug 14, 2026

  18. Disclosed
    Charles R. Schwab · Sale

    Transaction dated Aug 12, 2026

  19. Filed
  20. Filed
  21. Disclosed
    Charles R. Schwab · Sale

    Transaction dated Aug 11, 2026

  22. Disclosed
    Nigel J Murtagh · Sale

    Transaction dated Aug 10, 2026

  23. Disclosed
    Nigel J Murtagh · Sale

    Transaction dated Aug 6, 2026

  24. Disclosed
    Paula A Sneed · Sale

    Transaction dated Aug 7, 2026

  25. Disclosed
    Carolyn Schwab-Pomerantz · Sale

    Transaction dated Aug 5, 2026

  26. Disclosed
    Jonathan M. Craig · Sale

    Transaction dated Aug 5, 2026

  27. Disclosed
    Carolyn Schwab-Pomerantz · Sale

    Transaction dated Aug 4, 2026

  28. Disclosed
    Charles R. Schwab · Sale

    Transaction dated Aug 3, 2026

  29. Disclosed
    Charles R. Schwab · Sale

    Transaction dated Aug 4, 2026

  30. Disclosed
    Carolyn Schwab-Pomerantz · Sale

    Transaction dated Jul 28, 2026

  31. Disclosed
    Charles R. Schwab · Sale

    Transaction dated Jul 28, 2026

  32. Disclosed
    Charles R. Schwab · Sale

    Transaction dated Jul 29, 2026

  33. Disclosed
    Dennis Howard · Sale

    Transaction dated Jul 28, 2026

  34. Disclosed
    Walter W Bettinger · Sale

    Transaction dated Jul 28, 2026

  35. Disclosed
    Alan Armstrong · Purchase

    Transaction dated Mar 27, 2026

  36. Disclosed
    Alan Armstrong · Purchase

    Transaction dated Mar 30, 2026

  37. Filed

Month counts include every record on file. The lists show the newest records on this page. A dash means none on file that month. Trades use disclosure dates; contract dates follow the source record. Nearby events do not establish the cause of a price move.

Who's buying and selling · last 90 days

Congress

1 member bought, none sold · 1 Rep

  1. ▲ BUYAlan Armstrong Rep · Senate · OKSCHW Schwab Charles Corp$1K–$15Kdisclosed Jul 21 · filed 116 days after the trade · late 1 rule fired
  2. ▲ BUYAlan Armstrong Rep · Senate · OKSCHW Schwab Charles Corp$1K–$15Kdisclosed Jul 21 · filed 113 days after the trade · late 1 rule fired
See every Congress trade on SCHW →

Company insiders

0 buys · 27 sells (34 filed lots) · $141M sold

  1. ▼ SELLNeesha Hathi MD, Head Wealth Adv, Bnk, TstSCHW Schwab Charles Corp$489Kdisclosed Oct 5 · filed 4 days after the trade
  2. ▼ SELLNeesha Hathi MD, Head Wealth Adv, Bnk, TstSCHW Schwab Charles Corp$346Kdisclosed Sep 2 · filed 1 day after the trade
  3. ▼ SELLWalter W Bettinger Co-ChairmanSCHW Schwab Charles Corp$8.3Mdisclosed Aug 31 · filed 3 days after the trade
  4. ▼ SELLNeesha Hathi MD, Head Wealth Adv, Bnk, TstSCHW Schwab Charles Corp$343Kdisclosed Aug 31 · filed 3 days after the trade
  5. ▼ SELLCarolyn Schwab-Pomerantz DirectorSCHW Schwab Charles Corp$1Mdisclosed Aug 27 · filed 1 day after the trade
  6. ▼ SELLWalter W Bettinger Co-ChairmanSCHW Schwab Charles Corp$20Mdisclosed Aug 26 · filed 2 days after the trade
  7. ▼ SELLCharles R. Schwab Co-ChairmanSCHW Schwab Charles Corp$13.2Mdisclosed Aug 26 · filed 2 days after the trade
  8. ▼ SELLJonathan S Beatty MD, Head of Advisor ServicesSCHW Schwab Charles Corp$111Kdisclosed Aug 18 · filed 1 day after the trade
  9. ▼ SELLDennis Howard MD, Chief Tech, OPS & Data OffSCHW Schwab Charles Corp$242Kdisclosed Aug 17 · filed 4 days after the trade
  10. ▼ SELLJonathan M. Craig MD, Head of Retail InvestingSCHW Schwab Charles Corp$2.4Mdisclosed Aug 17 · filed 3 days after the trade
See every insider trade on SCHW →

Filings & events

Company filings (8-K) 56

Events the company must report to the SEC within days — results, deals, departures, restatements.

What it files 8-Ks about

  • Quarterly or yearly results · item 2.0211
  • Other events · item 8.019
  • Shared information with investors · item 7.014
  • Shareholder vote results · item 5.073
  • Directors or officers joined, left or got new pay · item 5.023
  • Changed its charter or bylaws · item 5.032

Filing red flags 6

Warning signs in the company's own SEC filings — going-concern doubts, control weaknesses, staff comment letters, late filings, restatements, Wells notices, clinical holds, dividend cuts.

Planned insider sales (Form 144) 36

Notices insiders file before they sell certain shares, such as ones they got straight from the company.

28 in the last 90 days · 36 notices on file

The notices on file don't give the sale's size; each sale shows up under company insiders once it is reported.

5% owners (13D / 13G) 2

Investors who reported owning 5% or more — 13D for owners who may push for changes, 13G for owners who just hold.

Push for changes, or just hold?

  • 13D, may push for changes: 1 filing
  • 13G, just holds: 1 filing

Filed by Vanguard Capital Management LLC · Toronto Dominion Bank

Biggest named funds (13F)

The largest SCHW holdings among the well-known funds whose quarterly 13F filings we read — opens here.

Every disclosed trade on SCHW

  1. ▼ SELLNeesha Hathi MD, Head Wealth Adv, Bnk, TstSCHW Schwab Charles Corp$489Kdisclosed Oct 5 · filed 4 days after the trade
  2. ▼ SELLNeesha Hathi MD, Head Wealth Adv, Bnk, TstSCHW Schwab Charles Corp$346Kdisclosed Sep 2 · filed 1 day after the trade
  3. ▼ SELLWalter W Bettinger Co-ChairmanSCHW Schwab Charles Corp$8.3Mdisclosed Aug 31 · filed 3 days after the trade
  4. ▼ SELLNeesha Hathi MD, Head Wealth Adv, Bnk, TstSCHW Schwab Charles Corp$343Kdisclosed Aug 31 · filed 3 days after the trade
  5. ▼ SELLCarolyn Schwab-Pomerantz DirectorSCHW Schwab Charles Corp$1Mdisclosed Aug 27 · filed 1 day after the trade
  6. ▼ SELLWalter W Bettinger Co-ChairmanSCHW Schwab Charles Corp$20Mdisclosed Aug 26 · filed 2 days after the trade
  7. ▼ SELLCharles R. Schwab Co-ChairmanSCHW Schwab Charles Corp$13.2Mdisclosed Aug 26 · filed 2 days after the trade
  8. ▼ SELLJonathan S Beatty MD, Head of Advisor ServicesSCHW Schwab Charles Corp$111Kdisclosed Aug 18 · filed 1 day after the trade
  9. ▼ SELLDennis Howard MD, Chief Tech, OPS & Data OffSCHW Schwab Charles Corp$242Kdisclosed Aug 17 · filed 4 days after the trade
  10. ▼ SELLJonathan M. Craig MD, Head of Retail InvestingSCHW Schwab Charles Corp$2.4Mdisclosed Aug 17 · filed 3 days after the trade
  11. ▼ SELLCharles R. Schwab Co-ChairmanSCHW Schwab Charles Corp$5Mdisclosed Aug 13 · filed 1 day after the trade
  12. ▼ SELLCharles R. Schwab Co-ChairmanSCHW Schwab Charles Corp$5Mdisclosed Aug 11 · filed the same day
  13. ▼ SELLNigel J Murtagh Chief Risk OfficerSCHW Schwab Charles Corp$2.7Mdisclosed Aug 10 · filed the same day
  14. ▼ SELLPaula A Sneed DirectorSCHW Schwab Charles Corp$564Kdisclosed Aug 10 · filed 3 days after the trade
  15. ▼ SELLNigel J Murtagh Chief Risk OfficerSCHW Schwab Charles Corp$207Kdisclosed Aug 10 · filed 4 days after the trade
  16. ▼ SELLCarolyn Schwab-Pomerantz DirectorSCHW Schwab Charles Corp$2Mdisclosed Aug 7 · filed 2 days after the trade
  17. ▼ SELLJonathan M. Craig MD, Head of Retail InvestingSCHW Schwab Charles Corp$2.3Mdisclosed Aug 7 · filed 2 days after the trade
  18. ▼ SELLCarolyn Schwab-Pomerantz DirectorSCHW Schwab Charles Corp$2.4Mdisclosed Aug 5 · filed 1 day after the trade
  19. ▼ SELLCharles R. Schwab Co-ChairmanSCHW Schwab Charles Corp$10.1Mdisclosed Aug 4 · filed 1 day after the trade
  20. ▼ SELLCharles R. Schwab Co-ChairmanSCHW Schwab Charles Corp$5.1Mdisclosed Aug 4 · filed the same day
  21. ▼ SELLCharles R. Schwab Co-ChairmanSCHW Schwab Charles Corp$5.1Mdisclosed Jul 30 · filed 2 days after the trade
  22. ▼ SELLCarolyn Schwab-Pomerantz DirectorSCHW Schwab Charles Corp$2.4Mdisclosed Jul 30 · filed 2 days after the trade
  23. ▼ SELLCharles R. Schwab Co-ChairmanSCHW Schwab Charles Corp$10.1Mdisclosed Jul 30 · filed 1 day after the trade
  24. ▼ SELLDennis Howard MD, Chief Tech, OPS & Data OffSCHW Schwab Charles Corp$2.9Mdisclosed Jul 30 · filed 2 days after the trade
  25. ▼ SELLWalter W Bettinger Co-ChairmanSCHW Schwab Charles Corp$4.4Mdisclosed Jul 29 · filed 1 day after the trade
See all 70 trades on SCHW →
People & votes

Which members of Congress traded SCHW, sponsored bills that touch it and voted on them — opens here.