Charles Schwab Ownership
| SCHW Stock | USD 83.60 1.54 1.88% |
Shares in Circulation | First Issued 1987-03-31 | Previous Quarter 1.8 B | Current Value 1.8 B | Avarage Shares Outstanding 1.3 B | Quarterly Volatility 221.5 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
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Charles Stock Ownership Analysis
About 85.0% of the company shares are owned by institutional investors. The book value of Charles Schwab was at this time reported as 20.78. The company has Price/Earnings To Growth (PEG) ratio of 0.97. Charles Schwab Corp last dividend was issued on the 8th of November 2024. The entity had 3:2 split on the 31st of May 2000. The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas. Charles Schwab operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 35200 people. To find out more about Charles Schwab Corp contact Walter II at 817 859 5000 or learn more at https://www.schwab.com.Besides selling stocks to institutional investors, Charles Schwab also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Charles Schwab's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Charles Schwab's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Charles Schwab Quarterly Liabilities And Stockholders Equity |
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Charles Schwab Insider Trades History
About 6.0% of Charles Schwab Corp are currently held by insiders. Unlike Charles Schwab's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Charles Schwab's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Charles Schwab's insider trades
Charles Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Charles Schwab is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Charles Schwab Corp backward and forwards among themselves. Charles Schwab's institutional investor refers to the entity that pools money to purchase Charles Schwab's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 22.8 M | Fisher Asset Management, Llc | 2024-09-30 | 20.2 M | Bank Of America Corp | 2024-09-30 | 19.5 M | Artisan Partners Limited Partnership | 2024-09-30 | 18.1 M | Alliancebernstein L.p. | 2024-09-30 | 15.4 M | Norges Bank | 2024-06-30 | 14.8 M | Amvescap Plc. | 2024-09-30 | 14.4 M | Northern Trust Corp | 2024-09-30 | 13.9 M | Nuveen Asset Management, Llc | 2024-09-30 | 13 M | The Toronto-dominion Bank | 2024-09-30 | 185.4 M | Vanguard Group Inc | 2024-09-30 | 127.4 M |
Charles Schwab Corp Insider Trading Activities
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 are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Arun Sarin six days ago Disposition of 8548 shares by Arun Sarin of Charles Schwab at 31.21 subject to Rule 16b-3 | ||
Beatty Jonathan S over six months ago Disposition of 780 shares by Beatty Jonathan S of Charles Schwab at 44.24 subject to Rule 16b-3 | ||
Beatty Jonathan S over six months ago Discretionary transaction by Beatty Jonathan S of tradable shares of Charles Schwab subject to Rule 16b-3 | ||
Peter Crawford over six months ago Acquisition by Peter Crawford of 5482 shares of Charles Schwab at 28.44 subject to Rule 16b-3 | ||
Stephen Ellis over six months ago Acquisition by Stephen Ellis of 2077 shares of Charles Schwab at 57.72 subject to Rule 16b-3 | ||
Robert Wilson over a year ago Exercise or conversion by Robert Wilson of 5244 shares of Charles Schwab subject to Rule 16b-3 |
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.
| 2024-12-11 | Representative Morgan McGarvey | Acquired Under $15K | Verify | ||
| 2024-12-10 | Representative Morgan McGarvey | Acquired Under $15K | Verify | ||
| 2024-11-28 | Representative Marjorie Taylor Greene | Acquired Under $15K | Verify | ||
| 2024-10-21 | Representative Richard W Allen | Acquired $15K to $50K | Verify | ||
| 2024-10-18 | Representative Richard W Allen | Acquired $15K to $50K | Verify | ||
| 2024-09-18 | 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 | ||
| 2023-11-16 | Representative Richard W Allen | Acquired $15K to $50K | Verify | ||
| 2023-09-08 | Representative Richard W Allen | Acquired $15K to $50K | Verify | ||
| 2023-06-01 | 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 Outstanding Bonds
Charles Schwab issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Charles Schwab Corp uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Charles bonds can be classified according to their maturity, which is the date when Charles Schwab Corp has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| SCHWAB CHARLES P Corp BondUS808513AL92 | View | |
| SCHWAB CHARLES P Corp BondUS808513AM75 | View | |
| SCHWAB CHARLES P Corp BondUS808513AU91 | View | |
| SCHW 5 Corp BondUS808513AR62 | View | |
| SCHWAB CHARLES P Corp BondUS808513AQ89 | View |
Charles Schwab Corporate Filings
F4 | 27th of January 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 21st of January 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 13th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
10Q | 8th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
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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.