Company Profile
SCHW insider trades (13 months) →Today's multi-factor rank: 218 of 466 · see the ranking
Market and Valuation
Price & Market
52-Week Range
Volume
Valuation Multiples
Dividends
Valuation Context
P/E vs sector (indicative)
Loading historical OHLCV database...
| Date | Open | High | Low | Close | Volume |
|---|
Financial Statements TTM (Trailing 12 Months)
Income Statement
Margins
Per Share
Balance Sheet & Liquidity
Cash Flows
Profitability
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
Growth and Margins
Per Share
Cash Flows (TTM)
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
| Quarter | Period | Actual EPS | Estimated EPS | Difference | Surprise % | Currency |
|---|
Ownership Structure
Ownership Distribution
Shares & Short Interest
Governance Score (1=Best, 10=Worst)
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
| Organization | Report Date | % Shares | No. Shares | Value (USD) | Change % |
|---|
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
| Fund | Report Date | % Shares | No. Shares | Value (USD) | Change % |
|---|
Recent Insider Trades
| Executive / Insider | Title | Date | Action | Shares |
|---|
Options Chain
CALLS
| Strike | Last | Bid | Ask | Vol. | O.I. | IV |
|---|
PUTS
| Strike | Last | Bid | Ask | Vol. | O.I. | IV |
|---|
Sentiment Metrics
Expected move
The Charles Schwab Corporation (SCHW) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
| Type | Date | Official link |
|---|---|---|
| 8-K | 2026-08-12 | View filing ↗ |
| 10-Q | 2026-08-07 | View filing ↗ |
| 8-K | 2026-07-21 | View filing ↗ |
| 8-K | 2026-06-29 | View filing ↗ |
| 11-K | 2026-06-10 | View filing ↗ |
| 8-K | 2026-06-01 | View filing ↗ |
| 8-K | 2026-05-22 | View filing ↗ |
| 8-K | 2026-05-21 | View filing ↗ |
| 10-Q | 2026-05-08 | View filing ↗ |
| 8-K | 2026-04-22 | View filing ↗ |
Company and Executive Profile
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including money market funds, and certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It provides digital and software based trading platforms; research tools, and multichannel support, real-time market data, options trading; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.
General Information
Key Executives
| Name | Title | Age | Total pay |
|---|---|---|---|
| Mr. Charles Robert Schwab | Founder & Co-Chairman | 88 | 3.54M |
| Mr. Richard Andrew Wurster C.F.A., CMT | CEO, President & Director | 51 | 6.07M |
| Mr. Michael Daniel Verdeschi | MD & Chief Financial Officer | 56 | 3.77M |
| Mr. Jonathan M. Craig | MD, Head of Investor Service & Head of Retail Investing | 53 | 2.77M |
| Mr. Tim Heier | MD & CTO | - | - |
| Ms. Shannon L. Jurecka | Managing Director & Chief Administrative Officer | 55 | - |
| Mr. Jeff Edwards | MD & Head of Investor Relations | - | - |
| Mr. Peter J. Morgan III | MD, General Counsel & Corporate Secretary | 60 | - |
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