Charles Schwab Corporation (The)

    SCHW$J ·NYSE ·Security Brokers, Dealers & Flotation Companies ·Inc. in DE
    Other securities: SCHW$Dpreferred SCHWwarrant
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    Financial statements

    data from SEC XBRL filings. Values are as-reported; restatements supersede originals.

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    Held by

    holders ( registered funds via N-PORT, institutional investors via 13F). Showing top by dollar value.

    Holder Type ETF MF Position ($) % of holder Δ % of holder Holder AUM

    Recent insider activity

    Last 90 days. Open-market trades (purchases & sales) by directors, officers, and 10%+ owners. 3 transactions across 2 insiders. Net: -75,420 shares, -$6,807,644.

    Date Insider Role Action Shares Price Value
    2026-04-28 HERRINGER FRANK C indirect Director Sell -2,520 $90.60 -$228,314
    2026-04-27 Schwab Charles R. indirect Co-Chairman Sell -36,450 $90.00 -$3,280,562
    2026-04-23 Schwab Charles R. indirect Co-Chairman Sell -36,450 $90.50 -$3,298,769

    Source: SEC Form 4 filings.

    Next expected filings

    • ~2026-05-09 10-Q expected by 2026-05-10 (in 8 days)
    • ~2026-08-08 10-Q expected by 2026-08-09 (in 99 days)
    • ~2026-11-07 10-Q expected by 2026-11-08 (in 190 days)
    • ~2027-02-25 10-K expected by 2027-03-17 (in 300 days)

    Predicted from historical filing cadence; not an SEC commitment.

    Recent SEC filings

    • 2026-04-22 8-K Material Modification to Rights; Bylaws/Articles Amended; Other Events; Financial Statements and Exhibits
    • 2026-04-22 424B5 Prospectus Supplement
    • 2026-04-16 8-K Earnings Release; Financial Statements and Exhibits
    • 2026-04-06 DEF 14A Proxy Statement
    • 2026-02-25 10-K Annual Report
    • 2026-01-29 8-K Officer/Director Change; Regulation FD Disclosure; Financial Statements and Exhibits
    • 2026-01-21 8-K Earnings Release; Financial Statements and Exhibits
    • 2025-11-14 8-K Other Events; Financial Statements and Exhibits
    • 2025-11-07 10-Q Quarterly Report
    • 2025-10-16 8-K Earnings Release; Financial Statements and Exhibits
    • 2025-08-08 10-Q Quarterly Report
    • 2025-07-18 8-K Earnings Release; Financial Statements and Exhibits
    • 2025-05-09 10-Q Quarterly Report
    • 2025-04-17 8-K Earnings Release; Financial Statements and Exhibits
    • 2025-04-01 8-K Officer/Director Change