C Charles Schwab
$93.77
| Market Cap | $166.62B |
| P/E Ratio | 20.17 |
| Forward P/E | 13.79 |
| Dividend Yield | 1.37% |
| Beta | 0.90 |
| 52W Range | $68.22 - $106.85 |
| # Hedge Funds | 13 |
| Sector | Financial Services |
| Industry | Capital Markets |
Hedge Fund Ownership
| Investor 13 | % of Portfolio Weight of this stock in the investor's portfolio | Value Total dollar value of the position | Shares Number of shares held | Activity Portfolio change type: New, Increased, Decreased, or Sold |
|---|---|---|---|---|
| Ruane Cunniff Ruane Cunniff & Goldfarb | 8.73% | $558.99M | 5,594,948 | Reduce 11.41% |
| Yacktman Asset Management Yacktman Asset Management | 5.51% | $393.30M | 3,936,540 | Reduce 6.15% |
| Francois Rochon Giverny Capital | 5.28% | $158.42M | 1,585,661 | Add 0.63% |
| Dodge & Cox Dodge & Cox | 4.13% | $7.64B | 76,513,926 | Reduce 7.86% |
| Viking Global Investors Viking Global Investors | 3.68% | $1.39B | 13,872,905 | Reduce 16.34% |
| Bill Nygren Harris Associates LP | 2.78% | $2.20B | 22,031,493 | Add 3.75% |
| Lee Ainslie Maverick Capital | 1.34% | $125.20M | 1,253,090 | Add 44.02% |
| Thomas Gayner Markel Group | 1.10% | $137.46M | 1,375,800 | Add 0.81% |
| Charles Bobrinskoy Ariel Investments | 0.37% | $34.20M | 342,275 | Reduce 1.48% |
| Mairs & Power Growth Fund Mairs & Power Inc | 0.26% | $27.31M | 273,357 | Reduce 8.70% |
| Christopher Davis Davis Selected Advisers | 0.14% | $30.14M | 301,695 | Add 1.77% |
| FPA Queens Road Small Cap Value Fund Bragg Financial Advisors | 0.03% | $783.00K | 7,845 | Reduce 0.58% |
| Greenhaven Associates Greenhaven Associates | 0.02% | $1.25M | 12,500 | Reduce 16.67% |
Insider Trading
| Insider Name of the company insider who made the trade 44 | Type Purchase (buy) or Sale (sell) | Shares Number of shares traded | Price Price per share at time of transaction | Value Total dollar value of the transaction | Trade Date Date the transaction was executed | Filing Date Date the SEC filing was submitted |
|---|---|---|---|---|---|---|
| Murtagh Nigel JChief Risk Officer | Sale | 2,740 | $94.90 | $260.02K | 03 Mar 2026 | 05 Mar 2026 |
| Murtagh Nigel JChief Risk Officer | Sale | 4,463 | $94.43 | $421.43K | 03 Mar 2026 | 05 Mar 2026 |
| Craig Jonathan M.MD, Head of Investor Services | Sale | 5,449 | $94.89 | $517.08K | 03 Mar 2026 | 05 Mar 2026 |
| Craig Jonathan M.MD, Head of Investor Services | Sale | 9,032 | $94.42 | $852.82K | 03 Mar 2026 | 05 Mar 2026 |
| Woolway Paul VMD, Chief Banking Officer | Sale | 2,500 | $94.89 | $237.23K | 03 Mar 2026 | 03 Mar 2026 |
| Woolway Paul VMD, Chief Banking Officer | Sale | 3,626 | $94.41 | $342.35K | 03 Mar 2026 | 03 Mar 2026 |
| Howard DennisMD, Chief Tech, OPS & Data Off | Sale | 3,839 | $94.88 | $364.24K | 03 Mar 2026 | 05 Mar 2026 |
| Howard DennisMD, Chief Tech, OPS & Data Off | Sale | 6,269 | $94.43 | $591.99K | 03 Mar 2026 | 05 Mar 2026 |
| Woolway Paul VMD, Chief Banking Officer | Sale | 7,942 | $94.23 | $748.37K | 02 Mar 2026 | 03 Mar 2026 |
| Woolway Paul VMD, Chief Banking Officer | Sale | 7,942 | $96.00 | $762.44K | 02 Mar 2026 | 03 Mar 2026 |
| Beatty Jonathan SMD, Head of Advisor Services | Sale | 2,030 | $95.30 | $193.45K | 27 Feb 2026 | 03 Mar 2026 |
| Ellis Stephen A | Sale | 10,725 | $96.57 | $1.04M | 26 Feb 2026 | 03 Mar 2026 |
| Howard DennisMD, Chief Tech, OPS & Data Off | Sale | 27,903 | $95.02 | $2.65M | 25 Feb 2026 | 27 Feb 2026 |
| Schwab Charles R.Co-Chairman | Sale | 32,413 | $105.58 | $3.42M | 10 Feb 2026 | 11 Feb 2026 |
| Schwab Charles R.Co-Chairman | Sale | 126,200 | $106.55 | $13.45M | 09 Feb 2026 | 11 Feb 2026 |
| Bettinger Walter WCo-Chairman | Sale | 67,514 | $104.25 | $7.04M | 06 Feb 2026 | 10 Feb 2026 |
| DODDS CHRISTOPHER V | Sale | 11,825 | $104.55 | $1.24M | 06 Feb 2026 | 10 Feb 2026 |
| Walter W BettingerCo-Chairman | Sale | 67,514 | $104.25 | $7.04M | 06 Feb 2026 | 10 Feb 2026 |
| Christopher V DoddsDirector | Sale | 11,825 | $104.55 | $1.24M | 06 Feb 2026 | 10 Feb 2026 |
| Schwab Charles R.Co-Chairman | Sale | 67,975 | $103.81 | $7.06M | 04 Feb 2026 | 05 Feb 2026 |
| Bettinger Walter WCo-Chairman | Sale | 94,948 | $104.25 | $9.90M | 04 Feb 2026 | 05 Feb 2026 |
| Walter W BettingerCo-Chairman | Sale | 94,948 | $104.25 | $9.90M | 04 Feb 2026 | 05 Feb 2026 |
| Schwab Charles R.Co-Chairman | Sale | 96,625 | $103.74 | $10.02M | 03 Feb 2026 | 05 Feb 2026 |
| Bettinger Walter WCo-Chairman | Sale | 141,033 | $103.85 | $14.65M | 03 Feb 2026 | 05 Feb 2026 |
| Bettinger Walter WCo-Chairman | Sale | 21,429 | $104.24 | $2.23M | 03 Feb 2026 | 05 Feb 2026 |
| Walter W BettingerCo-Chairman | Sale | 21,429 | $104.24 | $2.23M | 03 Feb 2026 | 05 Feb 2026 |
| Walter W BettingerCo-Chairman | Sale | 141,033 | $103.85 | $14.65M | 03 Feb 2026 | 05 Feb 2026 |
| Morgan Peter J. IIIGeneral Counsel | Sale | 7,595 | $104.38 | $792.80K | 02 Feb 2026 | 03 Feb 2026 |
| Peter J. Morgan IIIGeneral Counsel | Sale | 7,595 | $104.38 | $792.80K | 02 Feb 2026 | 03 Feb 2026 |
| Schwab Charles R.Co-Chairman | Sale | 145,650 | $103.16 | $15.03M | 29 Jan 2026 | 02 Feb 2026 |
| Schwab Charles R.Co-Chairman | Sale | 44,962 | $103.20 | $4.64M | 28 Jan 2026 | 28 Jan 2026 |
| Schwab Charles R.Co-Chairman | Sale | 26,475 | $103.22 | $2.73M | 28 Jan 2026 | 28 Jan 2026 |
| Schwab Charles R.Co-Chairman | Sale | 134,895 | $103.09 | $13.91M | 26 Jan 2026 | 28 Jan 2026 |
| Schwab-Pomerantz Carolyn | Sale | 9,525 | $105.19 | $1.00M | 22 Jan 2026 | 26 Jan 2026 |
| Schwab-Pomerantz Carolyn | Sale | 19,050 | $105.25 | $2.00M | 22 Jan 2026 | 26 Jan 2026 |
| Schwab-Pomerantz Carolyn | Sale | 4,765 | $105.02 | $500.40K | 22 Jan 2026 | 26 Jan 2026 |
| Schwab-Pomerantz Carolyn | Sale | 9,525 | $105.18 | $1.00M | 22 Jan 2026 | 26 Jan 2026 |
| Beatty Jonathan SMD, Head of Advisor Services | Sale | 2,000 | $105.00 | $210.00K | 22 Jan 2026 | 23 Jan 2026 |
| Beatty Jonathan SMD, Head of Advisor Services | Sale | 2,000 | $102.01 | $204.02K | 23 Dec 2025 | 29 Dec 2025 |
| Jonathan S BeattyMD, Head of Advisor Services | Sale | 2,000 | $102.01 | $204.02K | 23 Dec 2025 | 29 Dec 2025 |
| Beatty Jonathan SMD, Head of Advisor Services | Sale | 3,072 | $98.00 | $301.06K | 12 Nov 2025 | 14 Nov 2025 |
| Craig Jonathan M.MD, Head of Investor Services | Sale | 35,188 | $95.35 | $3.36M | 07 Nov 2025 | 10 Nov 2025 |
| Schwab Charles R.Co-Chairman | Sale | 44,750 | $94.52 | $4.23M | 29 Oct 2025 | 30 Oct 2025 |
| Schwab Charles R.Co-Chairman | Sale | 64,400 | $94.00 | $6.05M | 28 Oct 2025 | 30 Oct 2025 |
Frequently Asked Questions
What is SCHW stock price today?
Charles Schwab (SCHW) is currently trading at $93.77. The stock has a 52-week range of $68.22 to $106.85 and a market capitalization of $166.62B.
Is SCHW a good stock to buy in 2026?
Charles Schwab has a P/E ratio of 20.2 (forward P/E: 13.8), a dividend yield of 1.37%, and 1-year performance of +26.8%. 13 hedge funds hold this stock. Review the fundamentals and ownership data above to make an informed decision.
Are insiders buying or selling SCHW stock?
There have been 44 insider transactions for SCHW in recent months. Insider buys can signal management confidence, while sales may reflect diversification or personal financial planning. Check the Insider Trading section above for details.
How has SCHW stock performed over the past year?
Charles Schwab (SCHW) has returned +26.8% over the past 12 months. The stock traded between $68.22 and $106.85 during this period, and is currently at $93.77.
Which hedge funds own SCHW (Charles Schwab)?
13 tracked hedge funds currently hold SCHW in their portfolios as of the latest 13F filings. See the ownership table above for the complete list.
What is SCHW's market cap and valuation?
Charles Schwab (SCHW) has a market capitalization of $166.62B. The trailing P/E ratio is 20.2 and forward P/E is 13.8. The stock is classified in the Financial Services sector.
What is SCHW's revenue and profitability?
Charles Schwab reported revenue of $23.92B with net income of $8.42B and a profit margin of 0.37%. The stock has a beta of 0.90.
What sector is SCHW in and who are its biggest institutional holders?
Charles Schwab (SCHW) operates in the Financial Services sector. It is held by 13 tracked hedge funds. See the ownership table above for the complete list.