About Charles Schwab Corp
- Industry: Financial Services
- Exchange: NEW YORK STOCK EXCHANGE, INC.
- Country: US
- Website: https://www.schwab.com/
Frequently Asked Questions
What is the 52-week range for SCHW?
The 52-week high is $114.53 and the 52-week low is $83.96.
What is the P/E ratio for SCHW?
The Price to Earnings (P/E) ratio is 16.56.
What is the dividend yield for SCHW?
The indicated annual dividend yield is 1.77%.
What is the Return on Equity (ROE)?
The trailing twelve months (TTM) Return on Equity is 20.38%.
What is the Net Profit Margin?
The Net Profit Margin (TTM) is 34.04%.
What is the Price to Book (P/B) Ratio?
The annual Price to Book ratio stands at 3.59.
Analyst Recommendation Trends
Wall Street analyst consensus for SCHW over the last few months:
Latest SCHW News
2 Brokerage Stocks to Buy Before Their October Earnings Reports
Both brokers keep drawing in new money. But just one of the two stocks is cheap.
A Divided Stock Market Looks Scary. It Could Be the Setup for a Serious Rally.
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Convert $60,000 on Dec. 28 and the Custodian May Not Process It Until Jan. 3. It Then Counts for the New Year, and for a Retiree Going Back to Work Part-Time, Most of It Can Land at 22%
A Roth conversion request submitted before New Year's can quietly slip into the wrong tax year, and for a retiree heading back to work, that processing delay can erase thousands of dollars in carefully planned tax savings.
Fidelity Sets $100 Million Asset Minimum for RIAs, Forcing Small Advisors to Move or Expand
The company is giving registered investment advisors who use its custody platform about nine months to meet a new minimum asset level.
Will Charles Schwab (SCHW) Beat Estimates Again in Its Next Earnings Report?
Charles Schwab (SCHW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Wells Fargo Initiates Coverage On Charles Schwab with Equal-Weight Rating, Announces Price Target of $105
Wells Fargo analyst Daniel Welden initiates coverage on Charles Schwab (NYSE:SCHW) with a Equal-Weight rating and announces Price Target of $105.
Piper Sandler Maintains Neutral on Charles Schwab, Lowers Price Target to $100
Piper Sandler analyst Patrick Moley maintains Charles Schwab (NYSE:SCHW) with a Neutral and lowers the price target from $118 to $100.
2 Large-Cap Stocks to Own for Decades and 1 We Ignore
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
Is Charles Schwab (SCHW) Undervalued As Charley Debuts And The Stock Pulls Back?
Charles Schwab (SCHW) has introduced Charley, a generative AI assistant that lets clients ask questions in plain language, handle selected account tasks, and connect to human support, giving investors a fresh angle on Schwab’s digital strategy. Charley lands at a time when Charles Schwab’s 1-month share price return is down 9.15%, even though the 1-year total shareholder return is 7.47% and the 3-year total shareholder return is roughly double. This suggests recent momentum has cooled while...
2 of Wall Street’s Favorite Stocks for Long-Term Investors and 1 We Find Risky
Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.
US Market Breadth Shows Historically Narrow Reading
A rally in oil prices spurred renewed bond volatility and drove stocks lower, with the market extending losses after data showed factories are contending with inflationary pressures. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks about her market outlook and staying invested amid 2H volatility.
Schwab Initiates Secondary Listing on the Texas Stock Exchange
WESTLAKE, Texas, October 01, 2026--The Charles Schwab Corporation (NYSE: SCHW) announced it will begin dual listing its common stock on the Texas Stock Exchange (TXSE). Schwab plans to commence trading of its common stock on TXSE upon market open on October 7, 2026, under the ticker symbol SCHW while maintaining its primary listing on the New York Stock Exchange (NYSE).
Can HOOD Summit 2026 Power Robinhood's Next Growth Leg?
HOOD Summit 2026 unveils AI tools, 24/7 access and new trading products aimed at boosting engagement, revenues and retention. Will these drive the next growth phase?
Top 25 High-Growth Dividend Stocks For October 2026
October 2026 Top 25 High-Growth Dividend Stocks trading 31% below intrinsic value, with a projected 22.53% annual return. Read full analysis here.
Charles Schwab To Start Dual Trading On Texas Stock Exchange, Effective Oct. 7
The Charles Schwab Corporation (NYSE: SCHW) announced it will begin dual listing its common stock on the Texas Stock Exchange (TXSE). Schwab plans to commence trading of its common stock on TXSE upon market open on
Good Vibes: Robinhood CEO Says AI-Assisted, 24/7 Investing May Create ‘New Market’
The trading tools will let users build their own agents to automate trading and implement around-the-clock trading strategies.
Talk to ‘Charley’? Charles Schwab Unveils New AI Assistant for Investors
Customers can use the artificial intelligence-powered assistant to get information and complete certain tasks, but not trading, the brokerage firm says.
Meet Charley, Schwab’s New AI-Powered Assistant Designed to Help Clients Get Answers and Take Action
WESTLAKE, Texas, September 30, 2026--Charles Schwab today announced Charley, its new generative AI-powered assistant designed to give clients a simpler, more conversational way to engage digitally with a brand they trust. Beginning in October, Charley will roll out in phases to eligible U.S. retail clients on Schwab.com and Schwab Mobile, bringing Schwab information, tools, and resources together in one conversation. Through voice or text, clients will be able to ask questions in their own words
Charles Schwab CEO: New AI assistant will be foundation of how people interact with us
Rick Wurster, CEO of Charles Schwab, joins 'Squawk on the Street' to discuss the company's new initiative to connect financial services and AI.
Charles Schwab Launches AI-Powered Assistant Charley For Clients
Key Takeaways:Charley helps clients move from questions to action by bringing Schwab information, tools and support together in one conversation.Two-thirds (65%) of retail investors say AI can either help execute
Schwab's Dividend ETF Has Nearly Quadrupled Its Payout Since 2012
A buyer from late 2011 now gets around 12% a year on what they paid. Can a buyer at today's price expect the same?
Charles Schwab Posted Record Quarterly Revenue of $7.08 Billion. Can It Vault Higher, or Was This a Peak?
The storied financial sector mainstay benefited from lively U.S. capital markets.
Here's What to Expect From Charles Schwab Corporation's Next Earnings Report
Charles Schwab Corporation is expected to release its third-quarter earnings next month, and analysts expect a double-digit percentage rise in its bottom line.
Group 5 Releases 2026 Equity Compensation Administration Benchmarking Study Results
Group 5 announced the findings of its 2026 Equity Compensation Administration Benchmarking Study. Charles Schwab received both the highest client Net Promoter Score of 70, and the highest overall satisfaction rating of 97% among stock plan administration service providers.
'Rep. James Comer Expands House Investigation Into Prediction Market Insider Trading' - CNBC
https://www.cnbc.com/2026/09/29/comer-house-prediction-market-insider-trading.html
Retiring on $800K? These 4 ETFs Let You Take 5% Safely
Pulling an extra $8,000 a year from your retirement portfolio sounds reasonable until you see where the bill actually lands. A four-ETF strategy built around income and growth could change that calculation, but only if you add one rule most retirees skip.
Schwab's strategy chief shares playbook for private market
Wall Street is aggressively pushing to get retail investors in on hot deals in the fast-growing marketplace for pre-IPO shares. That’s why it’s worth looking closely at moves being made by Charles Schwab, a brokerage powerhouse that knows a thing or two about broadening access for everyday investors. Where Schwab goes, so go its nearly 50 million brokerage accounts, so it’s important to watch how the brokerage plays in the pre-IPO sweepstakes. Andrew D’Anna Charles Schwab To get a look at that p
OneVest Goes Live with Schwab Advisor Center® Digital Onboarding Integration
OneVest today announced a new integration with Schwab Advisor Center, bringing paperless, automated account opening directly into its Workspace wealth operating system. Advisors using OneVest can now initiate Schwab account opening, send a secure digital envelope to an end-client to eApprove, and track approval within minutes – all without ever leaving the OneVest platform. The process can be kicked off with either an automated agentic workflow within Workspace or an intuitive, advisor-guided se
Zoe Financial Extends Fractional Share Trading to Schwab Accounts
Fractional share trading, already available for accounts held at Apex, is now also available for accounts held at Charles Schwab, extending the capability across both custodians.NEW YORK CITY, NY / ACCESS Newswire / September 28, 2026 / , an end-to-end wealth management platform helping registered investment advisers (RIAs) grow more efficiently and deliver personalized investment solutions to their clients, today announced that fractional share trading is now also available for accounts held at
Bond Volatility Has Charles Schwab Stock And MarketAxess In Focus
Bond markets are whipping around, Treasury yields sit above 5%, and the old playbook for what counts as a “risk‑free” return suddenly feels out of date. That kind of shock can punish some shares while creating fresh openings for others, as money chases volatility instead of hiding from it. This article explains how that backdrop relates to three specific stocks that are exposed to the latest bond market storm. The three stocks below are only a sample. The full screen surfaced 48 more listed...
Charles Schwab (SCHW) Is Opening Private Markets To Retail Investors
Charles Schwab (NYSE:SCHW) agreed to acquire private markets platform Forge Global to expand access to pre-IPO and private company shares. The brokerage plans to route Forge Global's private equity and venture-backed offerings into Schwab accounts for both retail and institutional clients. Schwab is rolling out Anthropic's Claude for Financial Advisors, becoming the first RIA custodian to integrate this AI assistant into advisor workflows. The Forge Global acquisition and Claude rollout are...
The View-Only Access Setting That Lets You Watch Your Parents’ Brokerage Accounts Without Touching Them
Elder fraud drains retirement accounts quietly, and most adult children never see a single statement until the damage is done. One account setting changes that without taking a shred of control away from your parents.
What is Charles Schwab’s (SCHW) Economic Moat, and is it Widening or Narrowing?
The Charles Schwab Corporation (NYSE:SCHW) closed at $99.49 on September 24, well below the $114 it reached earlier in the year. The company is worth about $172 billion and trades near eighteen times earnings. An economic moat is whatever stops a competitor from taking your customers. Schwab has one, and the interesting question is not […]
Interactive Brokers Stock Has Turned $10,000 Into About $100,000 in 10 Years
Interactive Brokers is benefiting from increased risk-taking, which could quickly end if a bear market develops.
How Meta’s Muse Saved the Market—While Savaging These Stocks
the question isn’t who will pick up the slack if and when the AI heavyweights slow down—it’s whose lunch the tech will eat next.
HOOD at the 5-Year Mark: Diversification to Fuel the Next Growth Phase
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1 Cash-Producing Stock to Own for Decades and 2 We Brush Off
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IBD's 30 Most Trusted Financial Companies — See The 2026 List
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Schwab, Fidelity, E-Trade Top Investing Rankings In IBD Trust Survey
Investing and wealth management firms' clients shared their views on financial soundness, quality products and data security.
IBD's Seventh Annual Survey Of The Most Trusted Financial Companies
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Which Dividend ETF Is Better for Income: Schwab's SCHD or Vanguard's VYM?
Vanguard's lower 0.04% expense ratio and 589-stock portfolio offer broader diversification, while Schwab's 3.1% yield appeals to income-focused investors.
Will LPL Financial's Asset-Gathering Strategy Continue to Pay Off?
LPLA's August activity shows strong client and advisory asset growth, with acquisitions and solid NNAs supporting its asset-gathering strategy.
How Much Does a 62-Year-Old Need Invested to Collect $7,950 a Month for Life?
The capital requirement to generate nearly $8,000 a month for life swings by more than $1.7 million depending on the yield strategy a 62-year-old chooses, and the cheaper-looking option often destroys the retirement it was supposed to fund.
‘Consumer Inertia’ Is in Meta Muse’s Crosshairs. These Stocks Are Getting Hammered.
Shares of AT&T, insurers, travel agents and other consumer stocks have been hit by worries that Muse will hurt their businesses.
Tracking Ole Andreas Halvorsen's Viking Global Portfolio - Q2 2026 Update
Viking Globalâs Q2 2026 13F: top holdings, new Ferrari/MSCI stakes, and exits from Apple/Alphabet. See more details here.
Meta’s Muse AI Agent Triggers Worries About Brokerage Stocks
Concerns about AI have repeatedly sparked selloffs of shares of brokerage firms. On Tuesday, Meta’s Muse AI agent became the latest catalyst.
Meta’s Muse AI Assistant Triggers Worries About Brokerage Stocks
Concerns about AI have repeatedly sparked selloffs of shares of brokerage firms. On Tuesday, Meta’s Muse AI agent became the latest catalyst.
AI Agents Could Wipe Out Schwab’s $9 Billion ‘Lazy Cash’ Windfall, Citrini Says
The Schwab cash windfall is worth about $9 billion a year, Citrini Research estimates. AI agents like Muse could move that money to IBKR.
Charles Schwab Stock Fell 6% on AI Fears. The Rate Hike Everyone Feared Actually Helps It
Key Stats for Charles Schwab StockCurrent Price: $100. 35Target Price (Mid): ~$180Street Target: ~$125Potential Total Return: ~69%Annualized IRR: ~13% / yearWhat Happened?The Charles Schwab Corporation (SCHW) fell 6.
How Meta's Muse, Vanguard AI Threat Triggered Schwab Sell Signal
Charles Schwab stock recovered only modestly on Wednesday morning, a day after leading a wide swath of brokerage, bank and other financial stocks lower as AI-fueled competition heats up. Rapid adoption of Meta Platforms' Muse personal AI agent and a growing threat from Altruist, an AI platform for financial advisors that was recently acquired by Vanguard, have highlighted two very different type of risks to Schwab's business.
How Does Meta's Muse AI Raise Risks for Banks & Other Finance Firms?
Meta's Muse AI raises risks for finance firms by making it easier for customers to compare rates, fees and products, and move deposits or assets.
Charles Schwab has 48 million reasons to think it can crack private markets
Smith Collection/Getty Images Is the marketplace for pre-IPO stock about to have its breakout moment? In the runup to Anthropic and OpenAI’s expected IPOs, only a small cohort of well-heeled investors has enjoyed access to these hard-to-get stocks before they go public. That trade has centered exclusively on a clubby bunch of big institutions and high-net-worth clients of private wealth firms. But trading volume in pre-IPO shares via the growing secondary market pales in comparison to the turnov
US Stock Market Today S&P 500 Futures Steady As Rate Jitters Meet Softer Oil
The Morning Bull - US Market Morning Update Wednesday, Sep, 23 2026 US stock futures are flat to slightly higher this morning, with S&P 500 contracts hovering near unchanged as investors weigh interest rates, inflation and oil. The US 10 year Treasury yield has been pushed up by firm central bank messaging that borrowing costs may stay high while inflation remains a concern. At the same time, oil prices are easing, which can help lower fuel and transport costs for households and businesses. A...
Meta's Muse reignites AI disruption fears. Traders are targeting this brokerage stock as next casualty
Meta's latest consumer AI product is sending such big shockwaves through the market that it's even inflaming a long-time rivalry in the brokerage business.
ETF League Tables: Schwab Sheds Almost $15B
Table below reflects daily flows on September 21, 2026 and asset totals as of that date.
WEX, Raymond James, Sallie Mae, Voya Financial, and Charles Schwab Shares Plummet, What You Need To Know
A number of stocks fell in the afternoon session after investors kept bidding the group lower after last week’s Federal Reserve hike. On September 16, the Fed raised the federal funds target range by 25 basis points to 3.75%–4.00%, its first increase since 2023, according to the Federal Reserve’s FOMC statement. The Fed said economic activity and domestic spending remain resilient, but stressed that inflation is still elevated and that the increase is intended to support a return to its 2% infla
Meta AI agent triggers heavy selloff in banks, insurers, and travel stocks
Investing.com -- A sudden artificial intelligence breakthrough is reshaping Wall Street. Financials, travel, and telecom stocks tumbled Tuesday as investors fear Meta’s new Muse AI agent will eliminate customer friction—the long-standing habit of sticking with overpriced or underperforming services simply to avoid the hassle of switching. Disruption Across Habit-Driven Industries The aggressive sector rotation stems from the rapid ascent of Meta’s Muse, which recently hit No. 1 on Apple’s US App
Discover which S&P500 stocks are making waves on Tuesday.
Join us in exploring the top gainers and losers within the S&P500 index one hour before the close of the markets on Tuesday as we examine the latest happenings in today's session.
Charles Schwab, JPMorgan Chase Slide On Vanguard-Backed AI Threat
Charles Schwab led a wide swath of brokerage, bank and other financial stocks lower on Tuesday as AI-fueled competition heats up. Schwab's partnership news with Anthropic last week was meant to address just this kind of disruption, but may have fallen short. Markets didn't react much on Sept. 1, when Altruist announced its new AI-powered all-in-one financial planning agent, encompassing retirement planning, investment optimization, cash flow analysis, estate planning, tax strategy, and insurance and risk.
Meta’s Muse Jumps to the Top of the Apple Store—and Triggers a Panic in the Stock Market
Tuesday’s selloff echoes the garden-variety selloffs earlier this year, driven by anxiety over AI displacing traditional industries.
These S&P500 stocks have an unusual volume in today's session
Let's take a closer look at the S&P500 stocks with an unusual volume in today's session on Tuesday. Stay informed about the market activity below.
These S&P500 stocks are moving in today's session
Get insights into the S&P500 index performance on Tuesday. Explore the top gainers and losers within the S&P500 index in today's session.
PayPal surges on Meta AI deal as tech rotation sinks financials
Investing.com -- Financial sector stocks took a significant hit on Tuesday as investors aggressively rotated capital into the technology space, driven by mounting enthusiasm for Meta’s Muse AI agent. The artificial intelligence frenzy sharply divided the financial landscape: traditional banking and wealth management took the brunt of the selloff, while fintech giant PayPal saw a notable surge following a newly announced integration with Meta. PayPal Climbs on Meta Integration Shares of PayPal Ho
What's going on in today's session: S&P500 gap up and gap down stocks
Curious about the S&P500 stocks that are gapping on Tuesday? Explore the gap up and gap down stocks in the S&P500 index during today's session.
Options Action: Brokerage firms face AI reckoning
CNBC’s Oliver Renick joins ‘Halftime Report’ to discuss the latest Options Action on financials.
Stocks, Bonds Climb as Oil Falls on US-Iran Hopes
Stocks and bonds kicked off the week on a positive note as hopes for diplomatic efforts to end the war in Iran drove oil prices lower, easing inflation anxiety. The advance in equities erased the S&P 500's decline for the month, with a renewed rally in chipmakers also buoying sentiment. Omar Aguilar, CEO and CIO of Schwab Asset Management, joins for a broad look across asset classes for the rest of 2026.
5 Dividend Stocks That Combine Income, Earnings Growth, and Wall Street Support
Oracle, British American Tobacco, Cisco, Charles Schwab, and Goldman Sachs each combine dividend yield, projected earnings growth, and Moderate Buy analyst ratings, per MarketBeat data.
Here’s How Much You Would Have Made Owning Charles Schwab Stock In The Last 15 Years
Charles Schwab (NYSE:SCHW) has outperformed the market over the past 15 years by 2.6% on an annualized basis producing an average annual return of 15.97%. Currently, Charles Schwab has a market capitalization of $183.11
Tracking William Nygren's Harris Associates Portfolio - Q2 2026 Update
Harris Associates' 13F portfolio rose to $75.42B in Q2 2026, with 30 core positions exceeding 1.25% each. Read more on the portfolio here.
Crypto Scammers Stole 82-Year-Old’s $1.7M — Now Charles Schwab Must Pay
Scammers allegedly gained access to an 82-year-old man’s computer and convinced him that he owed money over an erroneous refund. Charles Schwab processed three transfers ...
3 Financial Stocks Benefiting From Higher Cash Yields and Money Market Demand
Global bond yields are climbing, inflation worries are back on the table, and cash suddenly looks more interesting than it did a couple of years ago. Money is shifting again as investors reconsider how to park short-term funds while still keeping options open. This article walks through three stocks linked to money market and ultra short cash management themes that are exposed to these macro shocks, and describes how each one may be relevant for portfolio decisions in the current...
Skip Every Quarterly Estimated Payment and Have Schwab Withhold 100% of Your December RMD Instead. The IRS Counts Withholding as Paid on Time All Year
Most retirees write four estimated tax checks a year without realizing the IRS offers a completely different accounting treatment for one type of December payment that retroactively satisfies every quarterly deadline they missed.
ETF League Tables: Schwab Registers Hefty Inflows
Table below reflects daily flows on September 17, 2026 and asset totals as of that date.
Week’s Best: ‘Finfluencers’ Are Rarely Qualified
The internet is awash in videos created by self-styled financial influencers peddling investment strategies. Just 2% of the social-media influencers were qualified to give financial advice, the firm found. On Thursday, the Wall Street giant unveiled its 2027 advisor compensation plan, which follows the brokerage industry practice of using a grid to determine pay.
Charles Schwab's Sonders Favors Commodities Over Equities, But Not for All
Schwab's Liz Ann Sonders says the firm is neutral on equities and favors commodities, with no universal portfolio fit.
Bond Rout Spurs Record Outflow From $3.6 Billion Schwab Muni ETF
A roughly $3.6 billion municipal-bond exchange-traded fund is careening toward its biggest monthly outflow ever, after a fixed-income selloff pushed muni yields to the highest in months.
SCHW Client Assets Hit $13.41T in August: Will the Momentum Continue?
Schwab's record $64.8 billion in August core net new assets and $13.41 trillion in client assets highlight strong momentum across its platform.
Schwab Announces Its Fall Business Update
WESTLAKE, Texas, September 17, 2026--The Charles Schwab Corporation announced that it has scheduled a Fall Business Update for institutional investors on Thursday, October 15, 2026.
Charles Schwab, UnitedHealth And Cleveland-Cliffs: CNBC’s ‘Final Trades’
CNBC final trades: Pros picked Schwab, Cleveland-Cliffs, UnitedHealth and Incyte; shares posted mixed moves Wednesday.
Charities say gifts by deceased donors are getting held up at financial firms
Nonprofits are pushing back against policies by financial institutions to collect personal information of charity employees before releasing a gift.
The Next Phase of Webull Could Be the One That Matters Most
Webull just posted a record trading quarter, eliminated a regulatory headwind it called its defining moment, and closed a major international acquisition, yet the stock is down 34% over the past year. Whether the next phase of its story corrects that or deepens it depends on a few things falling into place.
‘We Asked ChatGPT and It Said to Realize Gains’: But CFP Wes Moss Says Don’t Withdraw a Dime
A Texas family used ChatGPT to build an income plan around a brokerage account, and a certified financial planner stopped them before they made a move that would have triggered taxes they never needed to pay.
Charles Schwab (SCHW) Brings AI Tools to 16,000 Financial Advisors
Charles Schwab (NYSE:SCHW) is partnering with Anthropic to roll out the Claude for Financial Advisors tool to its RIA network. The AI assistant is being integrated into the workflows of more than 16,000 independent advisors that custody with Schwab. Claude is expected to support tasks such as drafting client communications, summarizing documents, and assisting with research for advisory teams. Schwab's launch of Claude for Financial Advisors across its RIA platform is an important step to...
Anthropic Just Put Claude Inside Schwab and BlackRock. The AI Agent War Has Reached Wealth Management
Anthropic pushed Claude directly into wealth-management workflows on September 14, launching Claude for Financial Advisors with connections to Charles Schwab, BlackRock and other industry platforms. It lets advisers pull client and portfolio information into Claude for meeting prep, portfolio review and documentation. That gives The Charles Schwab Corporation (NYSE:SCHW) a new way to deepen its […]
Arbitration Panel Orders Schwab to Pay $1.3 Million for Failing to Spot Elder Fraud in Crypto Scam
Schwab acknowledges the now-deceased client’s losses but says it shouldn’t have been responsible for reimbursing his sons.
‘Wait Till They’re No Longer a Dependent’: Wes Moss’s Warning on the Trump-to-Roth Hack
Thousands of families plan to convert their child's Trump Account to a Roth IRA at 18, but one tax mechanic can quietly erase the entire benefit and send that bill straight to the parents.
Schwab Books a Record August With $64.8 Billion of Net New Assets
Margin balances ended August at $177.6 billion, up 92% year over year
Charles Schwab Net New Assets Hit $64.8 Billion in August, a Record for the Month
Charles Schwab’s stock was rising Tuesday morning after it reported hauling in $64.8 billion in core net new assets, a record for the month of August. Analysts watch the company’s asset-gathering figures closely to see how quickly Schwab is growing. The company said customers opened 424,000 new brokerage accounts in August, an increase of 11% compared with August 2025.
Robinhood vs. Schwab: Which Brokerage Stock is the Better Bet?
Is SCHW a smarter bet, backed by stronger earnings momentum, a lower valuation and broader diversification despite HOOD's faster growth? Let's find out.
Schwab Reports Monthly Activity Highlights
WESTLAKE, Texas, September 15, 2026--The Charles Schwab Corporation released its Monthly Activity Report for the month of August 2026.
Charles Schwab Goes On The AI Offensive
Charles Schwab stock is still a "Buy" given its 30% potential upside. Here's what investors need to know about SCHW.
Robinhood: I'm Expecting Substantial Annualized Returns (Rating Upgrade)
Robinhood Strong Buy: Product innovation and 13 $100M+ ARR verticals drive 20%+ returns. Click here to read my analysis on HOOD stock for more details.
Charles Schwab Reports Total Client Assets Of $13.41T At The End Of August, Up 19% YoY
Core net new assets brought to the company increased 46% versus August 2025 to reach $64.8 billion – a record for the month of August.Total client assets equaled $13.41 trillion as of month-end August, up 19% from
Anthropic Moves Deeper into Financial Services with Claude for Advisors
The AI developer is increasingly positioning Claude as infrastructure for the financial services industry.
Charles Schwab and Anthropic to Bring Claude to Independent Registered Investment Advisors
WESTLAKE, Texas & HUNTINGTON BEACH, Calif., September 14, 2026--Schwab Advisor Services, Charles Schwab's business supporting the growth and success of independent registered investment advisors (RIAs), today announced it is working with Anthropic to bring Claude for Financial Advisors, Anthropic's new offering, directly to the 16,000-plus independent RIAs Schwab serves.
Anthropic Targets Wealth Management With New AI Tools and Schwab Partnership
The company is seeking more access to the lucrative wealth management sector by embedding itself in the technology that financial advisors use.
Schwab Partners With Anthropic To Bring Claude For Financial Advisors
Schwab Advisor Services™ is the first RIA custodian included in Anthropic's new Claude for Financial AdvisorsThe new offer brings together connectors and skills to help advisors with research, prep and analysis and
HOOD's August Metrics Strong Amid Mixed Trading Trends: What's Ahead?
Robinhood's August metrics showed strong customer, asset and equity growth, while mixed trading trends kept transaction-based revenue risks in focus.
Interactive Brokers Expands Global Footprint: Is IBKR Stock a Buy?
IBKR's global expansion, 35% account growth and scalable tech support its outlook, though a 30.22X forward P/E raises valuation risk. Is now the time to buy it?
Charles Schwab Bank and The DEC Network Expand Entrepreneur Support with New Fort Worth Innovation Center
WESTLAKE, Texas, September 14, 2026--Building on a partnership that supports more than 9,000 entrepreneurs annually, Charles Schwab Bank and The DEC Network today announced the next phase of their collaboration to help entrepreneurs launch and grow businesses, create jobs, and strengthen communities across North Texas. Central to that effort is Create Fort Worth, a new innovation center that will expand access to business and financial education, mentorship, and networking opportunities for loca
She Inherited Her Husband’s $300,000 IRA at 56 and Rolled It Into Her Own Name, Like the Bank Suggested. Every Withdrawal Until 59½ Cost Her a 10% Penalty She Didn’t Have to Pay
A bank representative handed a grieving widow a form, checked a box, and processed a transaction that looked completely routine. That single checkbox quietly activated a tax penalty she had every legal right to avoid for the next three and a half years.
Don't Let Your Teen Learn Investing Alone: 7 Ways Parents Can Lead the Way
New research shows 70% of teenagers are eager to get into the market — and they're looking to their parents for guidance.
Week’s Best: Schwab Hikes Minimums on Popular Tax Strategy
Charles Schwab is raising the minimum account balance for a tax-smart strategy favored by investment advisors who use Schwab’s trading platform. Starting Sept. 16, investors who want to take advantage of Schwab’s long/short separately managed accounts will need minimum balances of $10 million, up from the current minimum of $1 million. Schwab says the change will affect only new accounts, not existing ones.
CPI Inflation Came Hot: Watch These Stocks If Kevin Warsh Hikes Next Week
Bank of America and Schwab could benefit from a Fed hike, while Nvidia and D.R. Horton face a tougher setup as odds climb above 80%.
HOOD Stock Tokens Draw Fresh Scrutiny: Could Regulation Slow Expansion?
Robinhood's tokenized-stock push faces fresh scrutiny as issuer objections and regulatory questions threaten to raise costs and slow global expansion.
XRP ETFs Enter Wall Street Repo Market via Schwab Money Fund Collateral
Four US spot XRP ETFs appeared as collateral in repurchase agreements held by a Schwab money market fund as of Aug. 31. At least $8.32 ...
‘I’m a Renter, But I Have $150,000 Sitting in Cash’: The Price of Waiting Out Record Home Prices
She has $150,000 set aside for a future home purchase and zero debt, yet her carefully guarded down payment may be quietly working against her every month she waits for the right moment to buy.
2 Growth Stocks to Add to Your Roster and 1 We Brush Off
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
Which Short-Term Bond ETF Is the Better Buy: iShares' ISTB or Schwab's SCHO?
SCHO sticks to Treasuries with minimal volatility, while ISTB diversifies into corporate and mortgage debt for extra income. Which strategy fits your risk tolerance?
Charles Schwab Earns a Spread on Idle Client Cash. What Happens to the Stock if That Spread Narrows?
The brokerage business may not be exactly what it looks like from the outside.
Charles Schwab’s Trading Data Shows Investors Dialing Back on Risk
The company’s index that tracks investor behavior shows clients became more selective in August about stocks and sectors.
SpaceX, Nvidia Lead Schwab Buys As Software Rally Spurs Profit-Taking – Trading Gauge Posts First Dip Since April
Clients bought SPCX, NVDA, MU, INTC, and GOOGL, while net selling PLTR, MSFT, NOW, CRM, and ORCL.
Schwab Trading Activity Index™: STAX Score Dips in August
WESTLAKE, Texas, September 08, 2026--The Schwab Trading Activity Index™ (STAX) decreased to 57.50 in August, down from its score of 59.80 in July. The only index of its kind, the STAX is a proprietary, behavior-based index that analyzes retail investor stock positions and trading activity from Schwab’s millions of client accounts to illuminate what investors were actually doing and how they were positioned in the markets each month.
Robinhood Enters IPO Underwriting: Can IB Be the Next Growth Avenue?
HOOD enters IPO underwriting with Oura. The move is expected to expand retail allocations, deepen issuer ties and add a new fee-based revenue stream.
Retail investors were less bullish in August
Retail investors were less eager buyers of stocks in August, taking advantage of gains early in the month to trim some of their positions and leading to a 3.9% decline in Charles Schwab's index of stock positions and trading activity, per data shared exclusively with Axios.
Robinhood's 30% Rally Is Less About Crypto And More About Agentic Trading
Robinhood's 30% run has been read as a crypto trade. BofA argues the durable driver is agentic trading via MCP.
Schwab Bond ETFs See Billions Pour In, and Here's Why
Amid rising Treasury yields, Schwab Bond ETFs are attracting billions in investments.
The biggest August jobs beat in nearly 30 years may be less impressive than it looks: Chart of the Day
The August jobs report looked like a blockbuster — look inside and the story changes fast.
Charles Schwab Sharply Raises Minimum on Tax-Smart Strategy Popular With Advisors
The minimum initial investment for many long/short strategies is rising to $10 million from $1 million on Sept. 16.
Charles Schwab, Robinhood In Or Near Buy Zones But Interactive Brokers Triggers A Sell Signal
Charles Schwab stock, along with Robinhood Markets, Ameriprise and LPL Financial, are in or near buy zones in the ongoing stock market action.
‘Corporate America Is Basically Exterminating Your Career.” Clark Howard’s Sounds Alarm For Americans In Their 50s, Who Want To Work Till 65
Clark Howard named a specific age when corporate America tends to push workers out, and it falls years before most people's retirement plans even begin to account for income gaps, portfolio shortfalls, or Social Security decisions.
Charles Schwab (SCHW) Stock Looks Fully Priced After A 99% Run
Charles Schwab stock has almost doubled over the past three years, while current valuation checks send a more restrained signal, with the Excess Returns intrinsic value estimate pointing to some upside and market multiples looking closer to fair. For investors, the picture is neither clearly cheap nor clearly expensive, which makes the recent share gains worth a closer look. Charles Schwab has returned 99.0% over the past three years, which puts extra focus on whether the current price still...
Related Stocks (Peers)
Recent Insider Transactions
| Date | Name | Shares Changed | Price | Value |
|---|---|---|---|---|
| 2026-09-23 | Ellis Stephen A | -1,918 | - | - |
| 2026-09-23 | Ellis Stephen A | +1,918 | $31.48 | $60,379 |
| 2026-09-01 | Hathi Neesha | -3,177 | - | - |
| 2026-09-01 | Hathi Neesha | -3,177 | $109.0425 | $346,428 |
| 2026-09-01 | Hathi Neesha | +3,177 | $52.05 | $165,363 |
| 2026-08-28 | Hathi Neesha | -3,177 | - | - |
| 2026-08-28 | Hathi Neesha | -3,177 | $108.1201 | $343,498 |
| 2026-08-28 | Hathi Neesha | +3,177 | $52.05 | $165,363 |
| 2026-08-28 | Bettinger Walter W | -74,388 | - | - |
| 2026-08-28 | Bettinger Walter W | -74,388 | $110.9137 | $8,250,648 |
| 2026-08-28 | Bettinger Walter W | +74,388 | $46.81 | $3,482,102 |
| 2026-08-27 | Schwab Charles R. | -9,300 | - | - |
| 2026-08-26 | Schwab-Pomerantz Carolyn | -9,175 | $109.2531 | $1,002,397 |
| 2026-08-24 | Schwab Charles R. | -117,000 | $113.2001 | $13,244,412 |
| 2026-08-24 | Bettinger Walter W | -176,210 | - | - |
| 2026-08-24 | Bettinger Walter W | -176,210 | $113.486 | $19,997,368 |
| 2026-08-24 | Bettinger Walter W | +176,210 | $46.81 | $8,248,390 |
| 2026-08-18 | Schwab Charles R. | -54,550 | - | - |
| 2026-08-17 | Schwab Charles R. | -45,500 | - | - |
| 2026-08-17 | Beatty Jonathan S | -1,000 | $111.3301 | $111,330 |
| 2026-08-14 | Craig Jonathan M. | -21,866 | - | - |
| 2026-08-14 | Craig Jonathan M. | -21,866 | $111.0257 | $2,427,688 |
| 2026-08-14 | Craig Jonathan M. | +21,866 | $46.81 | $1,023,547 |
| 2026-08-13 | Howard Dennis | -2,198 | $110 | $241,780 |
| 2026-08-12 | Schwab Charles R. | -46,410 | $108.176 | $5,020,448 |
| 2026-08-11 | Schwab Charles R. | -46,445 | $107.7773 | $5,005,717 |
| 2026-08-10 | Murtagh Nigel J | -24,778 | - | - |
| 2026-08-10 | Murtagh Nigel J | -24,778 | $109.0086 | $2,701,015 |
| 2026-08-10 | Murtagh Nigel J | +24,778 | $46.81 | $1,159,858 |
| 2026-08-07 | SNEED PAULA A | -5,263 | $107.1545 | $563,954 |
| 2026-08-06 | Schwab Charles R. | -37,200 | - | - |
| 2026-08-06 | Murtagh Nigel J | -1,897 | - | - |
| 2026-08-06 | Murtagh Nigel J | -1,897 | $109.0016 | $206,776 |
| 2026-08-06 | Murtagh Nigel J | +1,897 | $46.81 | $88,799 |
| 2026-08-05 | Schwab-Pomerantz Carolyn | -18,561 | $107.6998 | $1,999,016 |
| 2026-08-05 | Craig Jonathan M. | -21,750 | - | - |
| 2026-08-05 | Craig Jonathan M. | -21,750 | $107.0231 | $2,327,752 |
| 2026-08-05 | Craig Jonathan M. | +21,750 | $46.81 | $1,018,118 |
| 2026-08-04 | Schwab-Pomerantz Carolyn | -22,640 | $106.362 | $2,408,036 |
| 2026-08-04 | Schwab Charles R. | -47,650 | $106.077 | $5,054,569 |
| 2026-08-03 | Schwab Charles R. | -95,250 | $105.5162 | $10,050,418 |
| 2026-08-01 | Howard Dennis | -1,292 | $104.8675 | $135,489 |
| 2026-07-29 | Schwab Charles R. | -95,450 | $105.8152 | $10,100,061 |
| 2026-07-28 | Bettinger Walter W | -93,408 | - | - |
| 2026-07-28 | Bettinger Walter W | -12,880 | $105.5636 | $1,359,659 |
| 2026-07-28 | Bettinger Walter W | -38,263 | $105.1848 | $4,024,686 |
| 2026-07-28 | Bettinger Walter W | -42,265 | $103.86 | $4,389,643 |
| 2026-07-28 | Bettinger Walter W | +93,408 | $52.05 | $4,861,886 |
| 2026-07-28 | Schwab Charles R. | -60,000 | - | - |
| 2026-07-28 | Schwab Charles R. | -48,000 | $105.5964 | $5,068,627 |
| 2026-07-28 | Schwab-Pomerantz Carolyn | -271 | - | - |
| 2026-07-28 | Schwab-Pomerantz Carolyn | -22,650 | $105.713 | $2,394,399 |
| 2026-07-28 | Howard Dennis | -28,000 | - | - |
| 2026-07-28 | Howard Dennis | -28,000 | $105.0094 | $2,940,263 |
| 2026-07-28 | Howard Dennis | +28,000 | $64.1 | $1,794,800 |
| 2026-07-27 | Murtagh Nigel J | -32,947 | - | - |
| 2026-07-27 | Murtagh Nigel J | -11,000 | $104.0317 | $1,144,349 |
| 2026-07-27 | Murtagh Nigel J | -21,947 | $104 | $2,282,488 |
| 2026-07-27 | Murtagh Nigel J | +32,947 | $46.81 | $1,542,249 |
| 2026-07-27 | Bettinger Walter W | -192,488 | - | - |
| 2026-07-27 | Bettinger Walter W | -192,488 | $103.9022 | $19,999,927 |
| 2026-07-27 | Bettinger Walter W | +192,488 | $52.05 | $10,019,000 |
| 2026-07-24 | Schwab Charles R. | -45,500 | $101.7185 | $4,628,192 |
| 2026-07-23 | Morgan Peter J. III | -6,952 | $102.0341 | $709,341 |
| 2026-07-21 | Murtagh Nigel J | -4,053 | - | - |
| 2026-07-21 | Murtagh Nigel J | -4,053 | $104.1374 | $422,069 |
| 2026-07-21 | Murtagh Nigel J | +4,053 | $46.81 | $189,721 |
| 2026-07-21 | Beatty Jonathan S | -2,000 | $104.2055 | $208,411 |
| 2026-07-07 | Beatty Jonathan S | -2,000 | $102.0089 | $204,018 |
| 2026-07-07 | Craig Jonathan M. | -21,750 | - | - |
| 2026-07-07 | Craig Jonathan M. | -21,750 | $102.0102 | $2,218,722 |
| 2026-07-07 | Craig Jonathan M. | +21,750 | $46.81 | $1,018,118 |
| 2026-07-06 | Beatty Jonathan S | -2,000 | $100.0074 | $200,015 |
| 2026-07-02 | Beatty Jonathan S | -2,000 | $97.0297 | $194,059 |
| 2026-07-01 | Beatty Jonathan S | -1,036 | $92.725 | $96,063 |
| 2026-07-01 | Brown Marianne Catherine | +418 | - | - |
| 2026-07-01 | Ruffel Charles A. | +1,280 | - | - |
| 2026-07-01 | Ellis Stephen A | +379 | - | - |
| 2026-07-01 | HERRINGER FRANK C | +457 | - | - |
| 2026-06-23 | Ellis Stephen A | -2,258 | - | - |
| 2026-06-23 | Ellis Stephen A | +2,258 | $25.11 | $56,698 |
| 2026-06-03 | Verdeschi Michael D | -6,519 | $87.42 | $569,891 |
| 2026-05-28 | Wurster Richard A | +21,959 | $84.2257 | $1,849,512 |
| 2026-05-26 | Schwab-Pomerantz Carolyn | +3,977 | - | - |
| 2026-05-26 | Schwab-Pomerantz Carolyn | +1,602 | - | - |
| 2026-05-26 | Ruffel Charles A. | +3,977 | - | - |
| 2026-05-26 | Ruffel Charles A. | +1,602 | - | - |
| 2026-05-26 | Dea Joan | +3,977 | - | - |
| 2026-05-26 | Dea Joan | +1,602 | - | - |
| 2026-05-26 | ADAMS JOHN K JR | +3,977 | - | - |
| 2026-05-26 | ADAMS JOHN K JR | +1,602 | - | - |
| 2026-05-26 | Brown Marianne Catherine | +3,977 | - | - |
| 2026-05-26 | Brown Marianne Catherine | +1,602 | - | - |
| 2026-05-26 | Ellis Stephen A | +3,977 | - | - |
| 2026-05-26 | Ellis Stephen A | +1,602 | - | - |
| 2026-05-26 | SNEED PAULA A | +3,977 | - | - |
| 2026-05-26 | SNEED PAULA A | +1,602 | - | - |
| 2026-05-26 | Sarin Arun | +3,977 | - | - |
| 2026-05-26 | Sarin Arun | +1,602 | - | - |
| 2026-05-26 | DODDS CHRISTOPHER V | +3,977 | - | - |
| 2026-05-26 | DODDS CHRISTOPHER V | +1,602 | - | - |
| 2026-05-26 | HERRINGER FRANK C | +3,977 | - | - |
| 2026-05-26 | HERRINGER FRANK C | +1,602 | - | - |
| 2026-05-22 | Schwab Charles R. | -210,000 | - | - |
| 2026-05-21 | Dea Joan | -835 | - | - |
| 2026-05-18 | Schwab Charles R. | -27,500 | $92.4003 | $2,541,008 |
| 2026-05-15 | Schwab Charles R. | -5,300 | - | - |
| 2026-05-13 | Sarin Arun | -7,866 | - | - |
| 2026-05-13 | Sarin Arun | -2,500 | $91.164 | $227,910 |
| 2026-05-13 | Sarin Arun | +7,866 | $28.96 | $227,799 |
| 2026-05-06 | Schwab Charles R. | -109,300 | $92.0132 | $10,057,043 |
| 2026-05-05 | Schwab-Pomerantz Carolyn | -9,910 | - | - |
| 2026-05-05 | Schwab-Pomerantz Carolyn | -9,910 | $92.2916 | $914,610 |
| 2026-05-05 | Schwab-Pomerantz Carolyn | +9,910 | $31.65 | $313,652 |
| 2026-05-04 | Schwab Charles R. | -109,300 | $91.5043 | $10,001,420 |
| 2026-05-01 | Schwab Charles R. | -55,000 | $91.8577 | $5,052,174 |
| 2026-04-30 | Schwab Charles R. | -50,000 | $91.8082 | $4,590,410 |
| 2026-04-29 | Schwab Charles R. | -63,743 | $90.492 | $5,768,232 |
| 2026-04-28 | HERRINGER FRANK C | -7,866 | - | - |
| 2026-04-28 | HERRINGER FRANK C | -2,520 | $90.6006 | $228,314 |
| 2026-04-28 | HERRINGER FRANK C | +7,866 | $28.96 | $227,799 |
| 2026-04-27 | Schwab Charles R. | -36,450 | $90.0017 | $3,280,562 |
| 2026-04-23 | Schwab Charles R. | -36,450 | $90.5012 | $3,298,769 |
| 2026-04-15 | Woolway Paul V | -7,941 | - | - |
| 2026-04-15 | Woolway Paul V | -7,941 | $100.0046 | $794,137 |
| 2026-04-15 | Woolway Paul V | +7,941 | $52.05 | $413,329 |
| 2026-04-14 | Woolway Paul V | -7,942 | - | - |
| 2026-04-14 | Woolway Paul V | -7,942 | $98.0033 | $778,342 |
| 2026-04-14 | Woolway Paul V | +7,942 | $52.05 | $413,381 |
| 2026-04-14 | Craig Jonathan M. | -21,750 | - | - |
| 2026-04-14 | Craig Jonathan M. | -21,750 | $99.0035 | $2,153,326 |
| 2026-04-14 | Craig Jonathan M. | +21,750 | $46.81 | $1,018,118 |
| 2026-04-14 | Murtagh Nigel J | -41,297 | - | - |
| 2026-04-14 | Murtagh Nigel J | -41,297 | $99.0029 | $4,088,523 |
| 2026-04-14 | Murtagh Nigel J | +41,297 | $52.05 | $2,149,509 |
| 2026-04-01 | Brown Marianne Catherine | +434 | - | - |
| 2026-04-01 | Ruffel Charles A. | +1,286 | - | - |
| 2026-04-01 | Ellis Stephen A | +393 | - | - |
| 2026-04-01 | HERRINGER FRANK C | +474 | - | - |
| 2026-03-24 | Ellis Stephen A | -7,866 | $7866 | $61,873,956 |
| 2026-03-24 | Ellis Stephen A | -1,899 | $1899 | $3,606,201 |
| 2026-03-24 | Ellis Stephen A | +7,866 | $28.96 | $227,799 |
| 2026-03-24 | Ellis Stephen A | +1,899 | $28.38 | $53,894 |
| 2026-03-03 | Howard Dennis | -3,839 | $94.8778 | $364,236 |
| 2026-03-03 | Howard Dennis | -6,269 | $94.4316 | $591,992 |
| 2026-03-03 | Craig Jonathan M. | -5,449 | $94.8943 | $517,079 |
| 2026-03-03 | Craig Jonathan M. | -9,032 | $94.4218 | $852,818 |
| 2026-03-03 | Murtagh Nigel J | -2,740 | $94.8993 | $260,024 |
| 2026-03-03 | Murtagh Nigel J | -4,463 | $94.4274 | $421,429 |
| 2026-03-03 | Woolway Paul V | -2,500 | $94.8904 | $237,226 |
| 2026-03-03 | Woolway Paul V | -3,626 | $94.4144 | $342,347 |
| 2026-03-02 | Verdeschi Michael D | +62,134 | - | - |
| 2026-03-02 | Beatty Jonathan S | +24,509 | - | - |
| 2026-03-02 | Schwab Charles R. | +72,489 | - | - |
| 2026-03-02 | Woolway Paul V | +15,189 | - | - |
| 2026-03-02 | Woolway Paul V | -15,884 | - | - |
| 2026-03-02 | Woolway Paul V | -7,942 | $96.0013 | $762,442 |
| 2026-03-02 | Woolway Paul V | -7,942 | $94.23 | $748,375 |
| 2026-03-02 | Woolway Paul V | +15,884 | $52.05 | $826,762 |
| 2026-03-02 | Wurster Richard A | +230,411 | - | - |
| 2026-03-02 | Howard Dennis | +42,458 | - | - |
| 2026-03-02 | Morgan Peter J. III | +21,057 | - | - |
| 2026-03-02 | Craig Jonathan M. | +50,052 | - | - |
| 2026-03-02 | Murtagh Nigel J | +30,377 | - | - |
| 2026-03-02 | Bettinger Walter W | +42,113 | - | - |
| 2026-03-01 | Schwab Charles R. | -15,283 | $95.305 | $1,456,546 |
| 2026-03-01 | Schwab Charles R. | +38,838 | - | - |
| 2026-03-01 | Woolway Paul V | -2,030 | $90.305 | $183,319 |
| 2026-03-01 | Woolway Paul V | +8,156 | - | - |
| 2026-03-01 | Wurster Richard A | -22,879 | $95.305 | $2,180,483 |
| 2026-03-01 | Wurster Richard A | +62,140 | - | - |
| 2026-03-01 | Howard Dennis | -6,204 | $95.305 | $591,272 |
| 2026-03-01 | Howard Dennis | +16,312 | - | - |
| 2026-03-01 | Morgan Peter J. III | -4,311 | $95.305 | $410,860 |
| 2026-03-01 | Morgan Peter J. III | +11,263 | - | - |
| 2026-03-01 | Craig Jonathan M. | -11,152 | $95.305 | $1,062,841 |
| 2026-03-01 | Craig Jonathan M. | +25,633 | - | - |
| 2026-03-01 | Murtagh Nigel J | -9,109 | $95.305 | $868,133 |
| 2026-03-01 | Murtagh Nigel J | +16,312 | - | - |
| 2026-03-01 | Bettinger Walter W | -60,743 | $95.305 | $5,789,112 |
| 2026-03-01 | Bettinger Walter W | +141,757 | - | - |
| 2026-02-27 | Beatty Jonathan S | -2,030 | $95.2974 | $193,454 |
| 2026-02-26 | Ellis Stephen A | -10,725 | $96.5682 | $1,035,694 |
| 2026-02-25 | Howard Dennis | -27,903 | - | - |
| 2026-02-25 | Howard Dennis | -27,903 | $95.02 | $2,651,343 |
| 2026-02-25 | Howard Dennis | +27,903 | $64.1 | $1,788,582 |
| 2026-02-10 | Schwab Charles R. | -32,413 | $105.5774 | $3,422,080 |
| 2026-02-09 | Schwab Charles R. | -126,200 | $106.5495 | $13,446,547 |
| 2026-02-09 | Schwab Charles R. | -60,000 | - | - |
| 2026-02-06 | Bettinger Walter W | -67,514 | - | - |
| 2026-02-06 | Bettinger Walter W | -67,514 | $104.2521 | $7,038,476 |
| 2026-02-06 | Bettinger Walter W | +67,514 | $42.99 | $2,902,427 |
| 2026-02-06 | DODDS CHRISTOPHER V | -2,732 | - | - |
| 2026-02-06 | DODDS CHRISTOPHER V | -4,703 | - | - |
| 2026-02-06 | DODDS CHRISTOPHER V | -4,390 | - | - |
| 2026-02-06 | DODDS CHRISTOPHER V | -11,825 | $104.5509 | $1,236,314 |
| 2026-02-06 | DODDS CHRISTOPHER V | +2,732 | $51.97 | $141,982 |
| 2026-02-06 | DODDS CHRISTOPHER V | +4,703 | $62.66 | $294,690 |
| 2026-02-06 | DODDS CHRISTOPHER V | +4,390 | $73 | $320,470 |
| 2026-02-04 | Schwab Charles R. | -67,975 | $103.8091 | $7,056,424 |
| 2026-02-04 | Bettinger Walter W | -94,948 | - | - |
| 2026-02-04 | Bettinger Walter W | -94,948 | $104.252 | $9,898,519 |
| 2026-02-04 | Bettinger Walter W | +94,948 | $42.99 | $4,081,815 |
| 2026-02-03 | Schwab Charles R. | -96,625 | $103.7364 | $10,023,530 |
| 2026-02-03 | Bettinger Walter W | -162,462 | - | - |
| 2026-02-03 | Bettinger Walter W | -21,429 | $104.2429 | $2,233,821 |
| 2026-02-03 | Bettinger Walter W | -141,033 | $103.8485 | $14,646,066 |
| 2026-02-03 | Bettinger Walter W | +162,462 | $42.99 | $6,984,241 |
| 2026-02-02 | Morgan Peter J. III | -7,595 | - | - |
| 2026-02-02 | Morgan Peter J. III | -7,595 | $104.384 | $792,796 |
| 2026-02-02 | Morgan Peter J. III | +7,595 | $66.47 | $504,840 |
| 2026-01-29 | Schwab Charles R. | -145,650 | $103.1649 | $15,025,968 |
| 2026-01-28 | Schwab Charles R. | -44,962 | - | - |
| 2026-01-28 | Schwab Charles R. | -26,475 | $103.2177 | $2,732,689 |
| 2026-01-28 | Schwab Charles R. | -44,962 | $103.2003 | $4,640,092 |
| 2026-01-28 | Schwab Charles R. | +44,962 | $26.39 | $1,186,547 |
| 2026-01-26 | Schwab Charles R. | -134,895 | - | - |
| 2026-01-26 | Schwab Charles R. | -134,895 | $103.0864 | $13,905,840 |
| 2026-01-26 | Schwab Charles R. | +134,895 | $26.39 | $3,559,879 |
| 2026-01-22 | Schwab-Pomerantz Carolyn | -4,765 | $105.0158 | $500,400 |
| 2026-01-22 | Schwab-Pomerantz Carolyn | -9,525 | $105.175 | $1,001,792 |
| 2026-01-22 | Schwab-Pomerantz Carolyn | -9,525 | $105.1893 | $1,001,928 |
| 2026-01-22 | Schwab-Pomerantz Carolyn | -19,050 | $105.2473 | $2,004,961 |
| 2026-01-22 | Beatty Jonathan S | -2,000 | - | - |
| 2026-01-22 | Beatty Jonathan S | -2,000 | $105.0017 | $210,003 |
| 2026-01-22 | Beatty Jonathan S | +2,000 | $46.39 | $92,780 |
| 2026-01-02 | Brown Marianne Catherine | +394 | - | - |
| 2026-01-02 | Ruffel Charles A. | +1,317 | - | - |
| 2026-01-02 | Ellis Stephen A | +357 | - | - |
| 2026-01-02 | HERRINGER FRANK C | +431 | - | - |
| 2025-12-23 | Beatty Jonathan S | -2,000 | - | - |
| 2025-12-23 | Beatty Jonathan S | -2,000 | $102.0108 | $204,022 |
| 2025-12-23 | Beatty Jonathan S | +2,000 | $46.39 | $92,780 |
| 2025-12-16 | Ellis Stephen A | -1,922 | - | - |
| 2025-12-16 | Ellis Stephen A | +1,922 | $31.98 | $61,466 |
| 2025-11-19 | Ruffel Charles A. | -8,372 | - | - |
| 2025-11-13 | SNEED PAULA A | -8,680 | - | - |
| 2025-11-12 | Schwab Charles R. | -52,500 | - | - |
| 2025-11-12 | Beatty Jonathan S | -3,072 | - | - |
| 2025-11-12 | Beatty Jonathan S | -3,072 | $98 | $301,056 |
| 2025-11-12 | Beatty Jonathan S | +3,072 | $46.39 | $142,510 |
| 2025-11-12 | Murtagh Nigel J | -1,032 | - | - |
| 2025-11-10 | Schwab-Pomerantz Carolyn | -298 | - | - |
| 2025-11-10 | Bettinger Walter W | -61,388 | - | - |
| 2025-11-10 | Woolway Paul V | +398 | - | - |
| 2025-11-10 | Woolway Paul V | +398 | - | - |
| 2025-11-10 | Woolway Paul V | -1,089 | - | - |
| 2025-11-07 | Craig Jonathan M. | -35,188 | - | - |
| 2025-11-07 | Craig Jonathan M. | -35,188 | $95.3458 | $3,355,028 |
| 2025-11-07 | Craig Jonathan M. | +35,188 | $41.98 | $1,477,192 |
| 2025-10-29 | Schwab Charles R. | -44,750 | $94.521 | $4,229,815 |
| 2025-10-29 | Woolway Paul V | -3,823 | - | - |
| 2025-10-28 | Schwab Charles R. | -64,400 | $94.0048 | $6,053,909 |
| 2025-10-24 | Schwab Charles R. | -31,750 | - | - |
| 2025-10-23 | Schwab Charles R. | -18,595 | - | - |