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The company

Charles Schwab Corporation (The)

SCHW · NYSE

FinancialsCapital Markets & Asset ManagementSetting up

SCHW stood above a rising 150-day average in 27 of the last 52 weekly readings, and has been out of that trend for the last 3 weeks. It is 6.0% below that average now. Capital Markets & Asset Management: 27% of its 97 stocks in an uptrend (−9 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Setting up
Weeks in an uptrend
out for 3
Industry in uptrend
27% -9 in 4 wk
Insider buys, 12 months
$3.7M
Insider sales, 12 months
$654.4M
Officials’ trades on record
122

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 27 of 52 weeks.

17 Apr – 16 Oct
27%44%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$156.0M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars. Not yet read: institutions.

Congress and officials

122 disclosed lines: House 102, Senate 7, executive 13; 33 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$100k–$250k23 Jul 2026filed 22 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$50k–$100k11 May 2026filed 1 Jul 2026
Alan Armstrong Senate: U.S. Senate eFDSenatorbought$1k–$15k30 Mar 2026filed 21 Jul 2026
Alan Armstrong Senate: U.S. Senate eFDSenatorbought$1k–$15k27 Mar 2026filed 21 Jul 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31sold$1k–$15k27 Mar 2026filed 7 Apr 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k9 Jan 2026filed 13 Feb 2026
Julie Johnson House: U.S. House ClerkTX32soldjoint$1k–$15k18 Dec 2025filed 15 Jan 2026
Dan Newhouse House: U.S. House ClerkWA04boughtspouse$1k–$15k11 Dec 2025filed 15 Jan 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31sold$1k–$15k10 Dec 2025filed 12 Jan 2026
Julie Johnson House: U.S. House ClerkTX32soldjoint$1k–$15k13 Nov 2025filed 11 Dec 2025
Val T. Hoyle House: U.S. House ClerkOR04soldspouse$1k–$15k23 Sep 2025filed 10 Oct 2025
Julie Johnson House: U.S. House ClerkTX32soldjoint$1k–$15k14 Aug 2025filed 11 Sep 2025

Insiders

Buy orders, 12 months1
Sale orders, 12 months78
Buyers · sellers1 · 15
WhoDidSharesTraded
Neesha HathiMD, Head Wealth Adv, Bnk, Tstsold5,000at $97.801 Oct 2026filed 5 Oct 2026
Neesha HathiMD, Head Wealth Adv, Bnk, Tstsold3,177at $109.041 Sep 2026filed 2 Sep 2026
Walter W. BettingerCo-Chairmansold74,388at $110.9128 Aug 2026filed 31 Aug 2026
Neesha HathiMD, Head Wealth Adv, Bnk, Tstsold3,177at $108.1228 Aug 2026filed 31 Aug 2026
Carolyn Schwab-PomerantzDirectorsold9,175at $109.2526 Aug 2026filed 27 Aug 2026
Charles R. SchwabCo-Chairmansold117,000at $113.2024 Aug 2026filed 26 Aug 2026
Walter W. BettingerCo-Chairmansold176,210at $113.4924 Aug 2026filed 26 Aug 2026
Jonathan S. BeattyMD, Head of Advisor Servicessold1,000at $111.3317 Aug 2026filed 18 Aug 2026
Jonathan M. CraigMD, Head of Retail Investingsold21,866at $111.0314 Aug 2026filed 17 Aug 2026
Dennis HowardMD, Chief Tech, OPS & Data Offsold2,198at $110.0013 Aug 2026filed 17 Aug 2026
Charles R. SchwabCo-Chairmansold46,410at $108.1812 Aug 2026filed 13 Aug 2026
Charles R. SchwabCo-Chairmansold46,445at $107.7811 Aug 2026filed 11 Aug 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Still reading this part; it fills in a moment.

News

Everyone who traded it

Charles A. Ruffel Company insiderDirector · last 1 Oct 20265 · 3
Frank C. Herringer Company insiderDirector · last 1 Oct 20260 · 6
Marianne Catherine Brown Company insiderDirector · last 1 Oct 20261 · 0
Neesha Hathi Company insiderMD, Head Wealth Adv, Bnk, Tst · last 1 Oct 20260 · 3
Stephen A. Ellis Company insiderDirector · last 1 Oct 20264 · 2
Walter W. Bettinger Company insiderCo-Chairman · last 28 Aug 202610 · 49
Charles R. Schwab Company insiderCo-Chairman · last 27 Aug 20260 · 355
Carolyn Schwab-Pomerantz Company insiderDirector · last 26 Aug 20260 · 39
Jonathan S. Beatty Company insiderMD, Head of Advisor Services · last 17 Aug 20260 · 17
Jonathan M. Craig Company insiderMD, Head of Retail Investing · last 14 Aug 20260 · 52
Dennis Howard Company insiderMD, Chief Tech, OPS & Data Off · last 13 Aug 20260 · 4
Nigel J. Murtagh Company insiderChief Risk Officer · last 10 Aug 20260 · 35

Same industry

MRX Marex GroupLeading+16%
WT WisdomTreeLeading+9%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Free cash flow marginFY 2025 · to 31 Dec 202536.6%
Cash conversionFY 2025 · to 31 Dec 2025105%
Share count trendFY 2025 · to 30 Jan 2026-3.1%
Cash and equivalentsFY 2025 · to 31 Dec 2025$46.0B
Free cash flowFY 2025 · to 31 Dec 2025$8.8B

Analyst forecasts

No analyst forecasts yet.