Charles Schwab Company Insiders
| SCHW Stock | USD 81.26 0.46 0.57% |
Slightly above 85 percent of Charles Schwab's insiders are selling. The analysis of insider sentiment suggests that a fairly large number of Charles Schwab Corp insiders are, at present, terrified. Charles Schwab employs about 32.1 K people. The company is managed by 36 executives with a total tenure of roughly 209 years, averaging almost 5.0 years of service per executive, having 891.67 employees per reported executive.
| Walter Bettinger CEO President, Chief Executive Officer, Director |
| Charles Schwab Chairman Founder, Chairman, Chairman of Charles Schwab and Co and Chairman of The U S Trust Board |
Charles Schwab's Insider Buying Vs Selling
15
Selling | Buying |
Latest Trades
| 2024-11-18 | Christopher V Dodds | Disposed 9284 @ 81.43 | View | ||
| 2024-11-11 | Jonathan S Beatty | Disposed 2500 @ 77.02 | View | ||
| 2024-10-17 | Carolyn Schwab-Pomerantz | Disposed 29800 @ 72.16 | View | ||
| 2024-10-16 | Charles R Schwab | Disposed 62345 @ 72.52 | View | ||
| 2024-09-17 | Carolyn Schwab-Pomerantz | Disposed 9000 @ 64.05 | View | ||
| 2024-09-12 | Rick W. Allen | Disposed @ 61.74 | |||
| 2024-09-03 | Marjorie Taylor Greene | Acquired @ 64.81 | |||
| 2024-08-15 | Carolyn Schwab-Pomerantz | Disposed 12320 @ 65.1 | View | ||
| 2024-08-01 | Paul V Woolway | Disposed 1150 @ 65.2 | View | ||
| 2024-07-31 | Charles R Schwab | Disposed 67386 @ 65.11 | View | ||
| 2024-07-19 | Carolyn Schwab-Pomerantz | Disposed 9000 @ 61.96 | View | ||
| 2024-07-17 | Walter W Bettinger | Acquired 25000 @ 66.26 | View | ||
| 2024-07-11 | Jonathan S Beatty | Disposed 780 @ 75 | View | ||
| 2024-06-21 | Josh Gottheimer | Disposed @ 73.36 | |||
| 2024-06-20 | Carolyn Schwab-Pomerantz | Disposed 9000 @ 72.49 | View | ||
| 2024-06-12 | Bernard J Clark | Disposed 8164 @ 75 | View | ||
| 2024-05-28 | Bernard J Clark | Disposed 77431 @ 70.94 | View | ||
| 2024-05-21 | Marjorie Taylor Greene | Acquired @ 78.9 | |||
| 2024-05-20 | Carolyn Schwab-Pomerantz | Disposed 9000 @ 78.41 | View |
Monitoring Charles Schwab's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
Acquired vs Disposed
Filed vs Not Filed
Insider sentiment refers to the collective sentiment or feeling of Charles Schwab's insiders - typically its officers, directors, and beneficial owners holding more than a certain percentage of the company's stock - about the future prospects of Charles Schwab Corp. This sentiment is often gauged based on the trading activities of these insiders. If insiders are purchasing more shares of their own company, it may be interpreted as a bullish sentiment, indicating that they believe Charles Schwab's stock will rise in value. Conversely, if insiders are selling shares, it might be seen as bearish, suggesting they expect the stock price to drop.
Charles |
Charles Schwab's Workforce Through the Years
Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with Charles Schwab's future performance. Based on our forecasts, it is anticipated that Charles will maintain a workforce of slightly above 32100 employees by December 2024.Charles Schwab's latest congressional trading
Congressional trading in companies like Charles Schwab Corp, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Charles Schwab by those in governmental positions are based on the same information available to the general public.
| 2024-10-21 | Representative Richard W Allen | Acquired $15K to $50K | Verify | ||
| 2024-10-18 | Representative Richard W Allen | Acquired $15K to $50K | Verify | ||
| 2024-10-08 | Representative Ro Khanna | Acquired Under $15K | Verify | ||
| 2024-09-18 | Representative Michael McCaul | Acquired $15K to $50K | Verify | ||
| 2024-09-04 | Representative Marjorie Taylor Greene | Acquired Under $15K | Verify | ||
| 2024-07-09 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2024-06-20 | Representative Michael McCaul | Acquired $50K to $100K | Verify | ||
| 2024-05-21 | Representative Marjorie Taylor Greene | Acquired Under $15K | Verify | ||
| 2023-11-16 | Representative Richard W Allen | Acquired $15K to $50K | Verify | ||
| 2023-09-08 | Representative Richard W Allen | Acquired $15K to $50K | Verify | ||
| 2023-02-04 | Representative Steve Cohen | Acquired $250K to $500K | Verify | ||
| 2020-02-12 | Representative Robert J Wittman | Acquired Under $15K | Verify | ||
| 2019-11-06 | Representative Dean Phillips | Acquired Under $15K | Verify | ||
| 2019-07-30 | Representative Susan A Davis | Acquired $15K to $50K | Verify |
Charles Schwab Management Team Effectiveness
The company has return on total asset (ROA) of 0.0109 % which means that it generated a profit of $0.0109 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1211 %, meaning that it created $0.1211 on every $100 dollars invested by stockholders. Charles Schwab's management efficiency ratios could be used to measure how well Charles Schwab manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Charles Schwab's Return On Tangible Assets are fairly stable compared to the past year. Return On Assets is likely to climb to 0.01 in 2024, whereas Return On Capital Employed is likely to drop 0.02 in 2024. At this time, Charles Schwab's Return On Assets are fairly stable compared to the past year.Net Income Applicable To Common Shares is likely to climb to about 8 B in 2024, whereas Common Stock Shares Outstanding is likely to drop slightly above 1.4 B in 2024.
Charles Schwab Workforce Comparison
Charles Schwab Corp is currently regarded as top stock in number of employees category among its peers. The total workforce of Financials industry is at this time estimated at about 87,675. Charles Schwab totals roughly 32,100 in number of employees claiming about 37% of equities under Financials industry.
Charles Schwab Profit Margins
The company has Profit Margin (PM) of 0.27 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.38 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.38.| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.9 | 0.542 |
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| Net Profit Margin | 0.14 | 0.269 |
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| Operating Profit Margin | 0.32 | 0.5269 |
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| Pretax Profit Margin | 0.21 | 0.3386 |
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| Return On Assets | 0.0139 | 0.0103 |
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| Return On Equity | 0.2 | 0.1237 |
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Charles Schwab Insider Trading History
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Charles Schwab insiders, such as employees or executives, is commonly permitted as long as it does not rely on Charles Schwab's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Charles Schwab insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
| Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total Shares Sold | |
|---|---|---|---|---|---|
| 2024-12-01 | 0.7059 | 12 | 17 | 93,842 | 246,513 |
| 2024-09-01 | 0.625 | 10 | 16 | 120,989 | 176,802 |
| 2024-06-01 | 0.8235 | 42 | 51 | 168,973 | 1,026,005 |
| 2024-03-01 | 0.8049 | 33 | 41 | 2,103,522 | 989,888 |
| 2023-12-01 | 0.5833 | 7 | 12 | 12,259 | 200,520 |
| 2023-09-01 | 1.0 | 8 | 8 | 82,351 | 419,468 |
| 2023-06-01 | 4.0 | 32 | 8 | 187,069 | 179,763 |
| 2023-03-01 | 1.1316 | 43 | 38 | 2,021,616 | 1,583,171 |
| 2022-12-01 | 0.2051 | 8 | 39 | 41,998 | 7,447,609 |
| 2022-09-01 | 0.7143 | 5 | 7 | 4,944 | 1,756,155 |
| 2022-06-01 | 4.5 | 36 | 8 | 539,691 | 2,205,454 |
| 2022-03-01 | 0.8605 | 37 | 43 | 1,394,712 | 1,737,837 |
| 2021-12-01 | 0.3077 | 24 | 78 | 1,080,666 | 4,879,642 |
| 2021-09-01 | 0.2727 | 9 | 33 | 57,216 | 1,167,482 |
| 2021-06-01 | 0.8382 | 57 | 68 | 694,661 | 3,147,547 |
| 2021-03-01 | 0.746 | 47 | 63 | 1,849,565 | 3,275,304 |
| 2020-12-01 | 0.6735 | 33 | 49 | 1,077,336 | 2,314,324 |
| 2020-09-01 | 0.8571 | 6 | 7 | 135,811 | 470,632 |
| 2020-06-01 | 3.0 | 30 | 10 | 138,450 | 526,012 |
| 2020-03-01 | 1.0741 | 29 | 27 | 1,189,866 | 1,025,597 |
| 2019-12-01 | 0.4 | 10 | 25 | 70,740 | 3,791,038 |
| 2019-09-01 | 0.6875 | 11 | 16 | 335,543 | 788,389 |
| 2019-06-01 | 1.1026 | 43 | 39 | 235,538 | 1,378,526 |
| 2019-03-01 | 1.5 | 33 | 22 | 1,495,424 | 815,447 |
| 2018-12-01 | 0.3871 | 12 | 31 | 195,453 | 5,228,740 |
| 2018-09-01 | 0.5385 | 7 | 13 | 20,870 | 258,260 |
| 2018-06-01 | 0.7895 | 60 | 76 | 997,640 | 5,176,138 |
| 2018-03-01 | 1.0714 | 45 | 42 | 1,068,855 | 1,492,382 |
| 2017-12-01 | 0.4382 | 39 | 89 | 1,099,755 | 3,757,921 |
| 2017-09-01 | 0.4722 | 17 | 36 | 316,552 | 1,472,852 |
| 2017-06-01 | 1.5 | 45 | 30 | 233,884 | 681,964 |
| 2017-03-01 | 1.0377 | 55 | 53 | 2,376,203 | 3,843,872 |
| 2016-12-01 | 0.3933 | 35 | 89 | 2,710,579 | 7,165,044 |
| 2016-09-01 | 0.5 | 5 | 10 | 15,997 | 212,526 |
| 2016-06-01 | 1.5833 | 38 | 24 | 198,088 | 1,955,889 |
| 2016-03-01 | 3.5 | 35 | 10 | 1,356,301 | 251,169 |
| 2015-12-01 | 0.5152 | 17 | 33 | 182,084 | 2,134,773 |
| 2015-09-01 | 0.6154 | 8 | 13 | 27,507 | 1,099,014 |
| 2015-06-01 | 1.3793 | 40 | 29 | 294,235 | 4,853,038 |
| 2015-03-01 | 1.129 | 35 | 31 | 1,430,929 | 1,787,750 |
| 2014-12-01 | 0.7436 | 29 | 39 | 1,317,619 | 6,820,100 |
| 2014-09-01 | 0.6111 | 22 | 36 | 1,085,310 | 2,981,521 |
| 2014-06-01 | 1.6471 | 28 | 17 | 169,506 | 1,625,151 |
| 2014-03-01 | 0.7556 | 34 | 45 | 753,683 | 2,836,279 |
| 2013-12-01 | 0.8077 | 63 | 78 | 2,120,454 | 4,563,272 |
| 2013-09-01 | 1.1034 | 32 | 29 | 1,817,131 | 3,674,044 |
| 2013-06-01 | 0.98 | 49 | 50 | 646,040 | 2,725,470 |
| 2013-03-01 | 1.5 | 30 | 20 | 952,864 | 990,552 |
| 2012-12-01 | 1.0345 | 30 | 29 | 979,031 | 8,168,571 |
| 2012-09-01 | 0.9375 | 15 | 16 | 908,736 | 2,535,357 |
| 2012-06-01 | 1.2143 | 34 | 28 | 309,441 | 4,954,582 |
| 2012-03-01 | 1.25 | 20 | 16 | 850,427 | 339,709 |
| 2011-12-01 | 1.1667 | 28 | 24 | 1,028,762 | 890,086 |
| 2011-09-01 | 1.2941 | 22 | 17 | 912,564 | 299,634 |
| 2011-06-01 | 1.125 | 36 | 32 | 1,037,101 | 5,273,803 |
| 2011-03-01 | 1.7778 | 16 | 9 | 730,020 | 135,899 |
| 2010-12-01 | 1.2 | 24 | 20 | 820,690 | 662,404 |
| 2010-09-01 | 6.5 | 13 | 2 | 725,814 | 15,260 |
| 2010-06-01 | 9.5 | 19 | 2 | 130,130 | 26,661 |
| 2010-03-01 | 3.6667 | 11 | 3 | 611,118 | 62,216 |
| 2009-12-01 | 0.5556 | 15 | 27 | 1,740,058 | 1,732,689 |
| 2009-09-01 | 0.5 | 3 | 6 | 11,086 | 594,280 |
| 2009-06-01 | 10.5 | 21 | 2 | 120,431 | 300,888 |
| 2009-03-01 | 1.25 | 5 | 4 | 252,685 | 678,770 |
| 2008-12-01 | 1.0 | 21 | 21 | 1,812,283 | 1,841,609 |
| 2008-09-01 | 0.4118 | 14 | 34 | 153,205 | 965,013 |
| 2008-06-01 | 0.1047 | 40 | 382 | 3,502,245 | 6,659,798 |
| 2008-03-01 | 0.1846 | 12 | 65 | 118,307 | 165,377 |
| 2007-12-01 | 0.2065 | 32 | 155 | 1,747,499 | 2,468,507 |
| 2007-09-01 | 0.5 | 6 | 12 | 7,976 | 17,418,214 |
| 2007-06-01 | 0.1719 | 38 | 221 | 349,467 | 4,894,433 |
| 2007-03-01 | 0.0606 | 20 | 330 | 1,568,166 | 5,349,243 |
| 2006-12-01 | 0.2177 | 32 | 147 | 1,997,272 | 2,052,603 |
| 2006-09-01 | 0.0193 | 4 | 207 | 9,159 | 3,060,305 |
| 2006-06-01 | 0.6667 | 44 | 66 | 276,213 | 195,625 |
| 2006-03-01 | 0.0169 | 9 | 531 | 82,413 | 8,034,862 |
| 2005-12-01 | 0.0286 | 6 | 210 | 26,852 | 5,142,763 |
| 2005-09-01 | 0.1385 | 36 | 260 | 6,937,865 | 4,815,071 |
| 2005-06-01 | 4.5714 | 32 | 7 | 839,152 | 56,600 |
| 2005-03-01 | 0.1429 | 9 | 63 | 33,101 | 298,063 |
| 2004-12-01 | 0.1475 | 9 | 61 | 145,261 | 1,541,785 |
| 2004-09-01 | 0.5758 | 19 | 33 | 2,721,036 | 479,069 |
| 2004-06-01 | 0.2245 | 33 | 147 | 387,129 | 1,486,130 |
| 2004-03-01 | 0.0524 | 21 | 401 | 1,761,037 | 5,050,981 |
| 2003-12-01 | 0.4706 | 8 | 17 | 34,970 | 195,745 |
| 2003-09-01 | 0.8571 | 6 | 7 | 13,065 | 3,620,000 |
| 2003-06-01 | 7.0 | 14 | 2 | 1,477,100 | 19,125 |
Charles Schwab Notable Stakeholders
A Charles Schwab stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Charles Schwab often face trade-offs trying to please all of them. Charles Schwab's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Charles Schwab's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
| Walter Bettinger | President, Chief Executive Officer, Director | Profile | |
| Charles Schwab | Founder, Chairman, Chairman of Charles Schwab and Co and Chairman of The U S Trust Board | Profile | |
| Bernard Clark | Executive Vice President - Advisor Services | Profile | |
| Peter Crawford | Chief Financial Officer, Executive Vice President | Profile | |
| CFA CFA | President | Profile | |
| Nigel Murtagh | Executive Vice President - Corporate Risk | Profile | |
| Joseph Martinetto | Chief Operating Officer, Senior Executive Vice President | Profile | |
| John Adams | Independent Director | Profile | |
| Frank Herringer | Independent Director | Profile | |
| Joan Dea | Independent Director | Profile | |
| Christopher Dodds | Independent Director | Profile | |
| Arun Sarin | Independent Director | Profile | |
| William Haraf | Independent Director | Profile | |
| Paula Sneed | Independent Director | Profile | |
| Mark Goldfarb | Independent Director | Profile | |
| Stephen Ellis | Independent Director | Profile | |
| Brian Levitt | Independent Director | Profile | |
| Jonathan Craig | Managing Director, Head of Investor Services & Marketing | Profile | |
| Adele Taylor | MD Officer | Profile | |
| Bharat Masrani | Independent Director | Profile | |
| Richard Wurster | President | Profile | |
| Lisa Hunt | MD Services | Profile | |
| Marianne Brown | Independent Director | Profile | |
| Peter III | General MD | Profile | |
| Peter Morgan | Executive Vice President General Counsel, Corporate Secretary | Profile | |
| Gerri MartinFlickinger | Independent Director | Profile | |
| CMT CFA | President | Profile | |
| Richard Fowler | IR Contact Officer | Profile | |
| Stacy Hammond | MD Officer | Profile | |
| Tim Heier | MD CTO | Profile | |
| Walter II | CEO CoChairman | Profile | |
| Joe Carberry | MD Marketing | Profile | |
| Todd Ricketts | Independent Director | Profile | |
| Catherine Casey | MD Resources | Profile | |
| Jeff Edwards | MD Relations | Profile | |
| Charlie Ruffel | Independent Director | Profile |
About Charles Schwab Management Performance
The success or failure of an entity such as Charles Schwab Corp often depends on how effective the management is. Charles Schwab management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Charles management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Charles management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.12 | 0.20 |
Please note, the imprecision that can be found in Charles Schwab's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Charles Schwab Corp. Check Charles Schwab's Beneish M Score to see the likelihood of Charles Schwab's management manipulating its earnings.
Charles Schwab Workforce Analysis
Traditionally, organizations such as Charles Schwab use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Charles Schwab within its industry.Charles Schwab Manpower Efficiency
Return on Charles Schwab Manpower
| Revenue Per Employee | 586.8K | |
| Revenue Per Executive | 523.2M | |
| Net Income Per Employee | 157.9K | |
| Net Income Per Executive | 140.8M |
Additional Tools for Charles Stock Analysis
When running Charles Schwab's price analysis, check to measure Charles Schwab's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Charles Schwab is operating at the current time. Most of Charles Schwab's value examination focuses on studying past and present price action to predict the probability of Charles Schwab's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Charles Schwab's price. Additionally, you may evaluate how the addition of Charles Schwab to your portfolios can decrease your overall portfolio volatility.