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WallStPal · PDF guide
Charles Schwab: Stocks, Trades and Net Worth in Stock · https://wallstpal.com/people/charles-schwab/ · saved 2026-10-29

About this page

WallStPal explains public SEC filings and congressional stock trade reports in plain English. Nothing is for sale; the site is free and supported by ads.

How to read it

Form 4
The form a company insider (officer, director or owner of more than 10%) must file with the SEC within two business days of buying or selling the company's shares.
13F
A quarterly list of U.S. stocks held by an investment manager with more than $100 million, filed within 45 days after each quarter ends.
STOCK Act
A 2012 law that requires members of Congress to report stock trades by themselves, a spouse or a dependent child within 45 days.

A real example

In January 2016, when bank stocks were falling, JPMorgan Chase CEO Jamie Dimon bought 500,000 JPMorgan shares with his own money, worth about $26 million. His Form 4 made the purchase public within days, and investors read it as a strong sign of confidence.

Explain it like I'm 13

We read the long, boring forms that grown-ups file with the government and tell you what they say in normal words.

Data from public SEC filings and congressional reports. Information, not investment advice. Check every number against the filing linked on the page.

Summarize with AIChatGPTClaudePerplexityGoogle AIGrokCopilot
Charles Schwab
Photo: The White House, Public domain, via Wikimedia Commons
Founder

Charles Schwab

Founder and co-chairman of Charles Schwab Corporation

Full name
Charles Robert Schwab
Born
1937, Sacramento, California
Latest filing
Aug 28, 2026

Who is Charles Schwab?

Schwab started his firm in 1971 and turned it into a discount broker in 1975, when fixed trading commissions ended. It grew into one of the largest U.S. brokers. He was CEO twice and is co-chairman.

More about Charles Schwab on Wikipedia ↗

$5.64BReported stock, at the latest price
+$579.4MChange in that value over 52 weeks
$179.8MSold in the last 12 months
$0Bought on the open market, 12 months

Stock they own

StockSharesPriceValue52-week changeAs of
SCHW SCHWAB CHARLES CORP53,549,441$105.25$5.64B+$579.4M (+11.5%)Aug 27, 2026

Shares are the amounts reported as owned after their latest Form 4 for each company, directly and through trusts or other entities. Value uses the latest weekly price we hold. The 52-week change is what the same number of shares gained or lost in value; it is not their profit, because founders' cost is not disclosed and options and other holdings are not included.

Their trades on the chart

Each purchase (▲) and sale (▼) on the stock's weekly price. Green worked out (a purchase that rose, or a sale before a fall), red went against them, and hollow markers are purchases still held.

SCHW SCHWAB CHARLES CORP▼ 57 sales
58.4484.361102023-112026-09Sale, Aug 24, 2026: the stock has moved −7.0% since (sold before a fall)Sale, Aug 12, 2026: the stock has moved −2.7% since (sold before a fall)Sale, Aug 11, 2026: the stock has moved −2.3% since (sold before a fall)Sale, Aug 4, 2026: the stock has moved −0.8% since (sold before a fall)Sale, Aug 3, 2026: the stock has moved −0.3% since (sold before a fall)Sale, Jul 29, 2026: the stock has moved −0.5% since (sold before a fall)Sale, Jul 28, 2026: the stock has moved −0.3% since (sold before a fall)Sale, Jul 24, 2026: the stock has moved +3.5% since (sold before a rise)Sale, May 19, 2026: the stock has moved +14.1% since (sold before a rise)Sale, May 18, 2026: the stock has moved +13.9% since (sold before a rise)Sale, May 6, 2026: the stock has moved +14.4% since (sold before a rise)Sale, May 4, 2026: the stock has moved +15.0% since (sold before a rise)Sale, May 1, 2026: the stock has moved +14.6% since (sold before a rise)Sale, Apr 30, 2026: the stock has moved +14.6% since (sold before a rise)Sale, Apr 29, 2026: the stock has moved +16.3% since (sold before a rise)Sale, Apr 27, 2026: the stock has moved +16.9% since (sold before a rise)Sale, Apr 23, 2026: the stock has moved +16.3% since (sold before a rise)Sale, Feb 10, 2026: the stock has moved −0.3% since (sold before a fall)Sale, Feb 9, 2026: the stock has moved −1.2% since (sold before a fall)Sale, Feb 4, 2026: the stock has moved +1.4% since (sold before a rise)Sale, Feb 3, 2026: the stock has moved +1.5% since (sold before a rise)Sale, Jan 29, 2026: the stock has moved +2.0% since (sold before a rise)Sale, Jan 28, 2026: the stock has moved +2.0% since (sold before a rise)Sale, Jan 28, 2026: the stock has moved +2.0% since (sold before a rise)Sale, Jan 26, 2026: the stock has moved +2.1% since (sold before a rise)Sale, Oct 29, 2025: the stock has moved +11.4% since (sold before a rise)Sale, Oct 28, 2025: the stock has moved +12.0% since (sold before a rise)Sale, Aug 27, 2025: the stock has moved +8.5% since (sold before a rise)Sale, Aug 26, 2025: the stock has moved +8.9% since (sold before a rise)Sale, Aug 8, 2025: the stock has moved +9.0% since (sold before a rise)Sale, Aug 8, 2025: the stock has moved +8.7% since (sold before a rise)Sale, Aug 7, 2025: the stock has moved +9.6% since (sold before a rise)Sale, May 22, 2025: the stock has moved +20.3% since (sold before a rise)Sale, May 12, 2025: the stock has moved +23.3% since (sold before a rise)Sale, Apr 28, 2025: the stock has moved +32.3% since (sold before a rise)Sale, Feb 27, 2025: the stock has moved +33.0% since (sold before a rise)Sale, Feb 21, 2025: the stock has moved +28.5% since (sold before a rise)Sale, Feb 21, 2025: the stock has moved +27.8% since (sold before a rise)Sale, Feb 19, 2025: the stock has moved +28.4% since (sold before a rise)Sale, Feb 18, 2025: the stock has moved +29.3% since (sold before a rise)Sale, Feb 13, 2025: the stock has moved +29.6% since (sold before a rise)Sale, Feb 13, 2025: the stock has moved +29.0% since (sold before a rise)Sale, Feb 12, 2025: the stock has moved +28.2% since (sold before a rise)Sale, Oct 21, 2024: the stock has moved +48.4% since (sold before a rise)Sale, Oct 16, 2024: the stock has moved +45.1% since (sold before a rise)Sale, Jul 31, 2024: the stock has moved +61.6% since (sold before a rise)Sale, May 15, 2024: the stock has moved +34.8% since (sold before a rise)Sale, May 14, 2024: the stock has moved +36.9% since (sold before a rise)Sale, May 6, 2024: the stock has moved +37.8% since (sold before a rise)Sale, May 3, 2024: the stock has moved +39.4% since (sold before a rise)Sale, Apr 29, 2024: the stock has moved +40.7% since (sold before a rise)Sale, Apr 26, 2024: the stock has moved +40.4% since (sold before a rise)Sale, Apr 22, 2024: the stock has moved +41.1% since (sold before a rise)Sale, Feb 23, 2024: the stock has moved +62.6% since (sold before a rise)Sale, Feb 22, 2024: the stock has moved +62.9% since (sold before a rise)Sale, Feb 15, 2024: the stock has moved +61.9% since (sold before a rise)Sale, Jan 24, 2024: the stock has moved +64.6% since (sold before a rise)
  • ▼ SaleAug 24, 2026−7.0%sold before a fall
  • ▼ SaleAug 12, 2026−2.7%sold before a fall
  • ▼ SaleAug 11, 2026−2.3%sold before a fall
  • ▼ SaleAug 4, 2026−0.8%sold before a fall
Worked outWent against them9 of 57 worked out

Purchases and sales

DateStockTypeSharesPriceValueHow it wentFiling
Aug 24, 2026SCHW▼ SELL117,000$113.20$13.2M−7.0% sinceForm 4 ↗
Aug 12, 2026SCHW▼ SELL46,410$108.18$5.02M−2.7% sinceForm 4 ↗
Aug 11, 2026SCHW▼ SELL46,445$107.78$5.01M−2.3% sinceForm 4 ↗
Aug 4, 2026SCHW▼ SELL47,650$106.08$5.05M−0.8% sinceForm 4 ↗
Aug 3, 2026SCHW▼ SELL95,250$105.52$10.1M−0.3% sinceForm 4 ↗
Jul 29, 2026SCHW▼ SELL95,450$105.82$10.1M−0.5% sinceForm 4 ↗
Jul 28, 2026SCHW▼ SELL48,000$105.60$5.07M−0.3% sinceForm 4 ↗
Jul 24, 2026SCHW▼ SELL45,500$101.72$4.63M+3.5% sinceForm 4 ↗
May 19, 2026SCHW▼ SELL27,500$92.22$2.54M+14.1% sinceForm 4 ↗
May 18, 2026SCHW▼ SELL27,500$92.40$2.54M+13.9% sinceForm 4 ↗
May 6, 2026SCHW▼ SELL109,300$92.01$10.1M+14.4% sinceForm 4 ↗
May 4, 2026SCHW▼ SELL109,300$91.50$10.0M+15.0% sinceForm 4 ↗
May 1, 2026SCHW▼ SELL55,000$91.86$5.05M+14.6% sinceForm 4 ↗
Apr 30, 2026SCHW▼ SELL50,000$91.81$4.59M+14.6% sinceForm 4 ↗
Apr 29, 2026SCHW▼ SELL63,743$90.49$5.77M+16.3% sinceForm 4 ↗
Apr 27, 2026SCHW▼ SELL36,450$90.00$3.28M+16.9% sinceForm 4 ↗
Apr 23, 2026SCHW▼ SELL36,450$90.50$3.30M+16.3% sinceForm 4 ↗
Feb 10, 2026SCHW▼ SELL32,413$105.58$3.42M−0.3% sinceForm 4 ↗
Feb 9, 2026SCHW▼ SELL126,200$106.55$13.4M−1.2% sinceForm 4 ↗
Feb 4, 2026SCHW▼ SELL67,975$103.81$7.06M+1.4% sinceForm 4 ↗
Feb 3, 2026SCHW▼ SELL96,625$103.74$10.0M+1.5% sinceForm 4 ↗
Jan 29, 2026SCHW▼ SELL145,650$103.16$15.0M+2.0% sinceForm 4 ↗
Jan 28, 2026SCHW▼ SELL44,962$103.20$4.64M+2.0% sinceForm 4 ↗
Jan 28, 2026SCHW▼ SELL26,475$103.22$2.73M+2.0% sinceForm 4 ↗
Jan 26, 2026SCHW▼ SELL134,895$103.09$13.9M+2.1% sinceForm 4 ↗
Oct 29, 2025SCHW▼ SELL44,750$94.52$4.23M+11.4% sinceForm 4 ↗
Oct 28, 2025SCHW▼ SELL64,400$94.00$6.05M+12.0% sinceForm 4 ↗
Aug 27, 2025SCHW▼ SELL136,500$97.04$13.2M+8.5% sinceForm 4 ↗
Aug 26, 2025SCHW▼ SELL136,500$96.67$13.2M+8.9% sinceForm 4 ↗
Aug 8, 2025SCHW▼ SELL28,653$96.60$2.77M+9.0% sinceForm 4 ↗
Aug 8, 2025SCHW▼ SELL104,500$96.84$10.1M+8.7% sinceForm 4 ↗
Aug 7, 2025SCHW▼ SELL22,721$96.02$2.18M+9.6% sinceForm 4 ↗
May 22, 2025SCHW▼ SELL34,585$87.50$3.03M+20.3% sinceForm 4 ↗
May 12, 2025SCHW▼ SELL120,000$85.39$10.2M+23.3% sinceForm 4 ↗
Apr 28, 2025SCHW▼ SELL37,585$79.55$2.99M+32.3% sinceForm 4 ↗
Feb 27, 2025SCHW▼ SELL55,598$79.14$4.40M+33.0% sinceForm 4 ↗
Feb 21, 2025SCHW▼ SELL123,900$81.90$10.1M+28.5% sinceForm 4 ↗
Feb 21, 2025SCHW▼ SELL100$82.36$8K+27.8% sinceForm 4 ↗
Feb 19, 2025SCHW▼ SELL124,000$81.96$10.2M+28.4% sinceForm 4 ↗
Feb 18, 2025SCHW▼ SELL5,865$81.40$477K+29.3% sinceForm 4 ↗
Feb 13, 2025SCHW▼ SELL113,051$81.20$9.18M+29.6% sinceForm 4 ↗
Feb 13, 2025SCHW▼ SELL11,949$81.60$975K+29.0% sinceForm 4 ↗
Feb 12, 2025SCHW▼ SELL180,506$82.09$14.8M+28.2% sinceForm 4 ↗
Oct 21, 2024SCHW▼ SELL17,225$70.90$1.22M+48.4% sinceForm 4 ↗
Oct 16, 2024SCHW▼ SELL62,345$72.52$4.52M+45.1% sinceForm 4 ↗
Jul 31, 2024SCHW▼ SELL67,386$65.11$4.39M+61.6% sinceForm 4 ↗
May 15, 2024SCHW▼ SELL58,065$78.08$4.53M+34.8% sinceForm 4 ↗
May 14, 2024SCHW▼ SELL65,360$76.89$5.03M+36.9% sinceForm 4 ↗
May 6, 2024SCHW▼ SELL65,790$76.40$5.03M+37.8% sinceForm 4 ↗
May 3, 2024SCHW▼ SELL66,225$75.51$5.00M+39.4% sinceForm 4 ↗
Apr 29, 2024SCHW▼ SELL59,906$74.78$4.48M+40.7% sinceForm 4 ↗
Apr 26, 2024SCHW▼ SELL59,905$74.96$4.49M+40.4% sinceForm 4 ↗
Apr 22, 2024SCHW▼ SELL89,275$74.62$6.66M+41.1% sinceForm 4 ↗
Feb 23, 2024SCHW▼ SELL58,500$64.72$3.79M+62.6% sinceForm 4 ↗
Feb 22, 2024SCHW▼ SELL58,500$64.60$3.78M+62.9% sinceForm 4 ↗
Feb 15, 2024SCHW▼ SELL71,226$64.99$4.63M+61.9% sinceForm 4 ↗
Jan 24, 2024SCHW▼ SELL16,390$63.94$1.05M+64.6% sinceForm 4 ↗

"How it went": for a purchase, the change from the price paid to the price at their next sale of the same stock ("at sale") or to the latest price ("still held"). For a sale, the stock's change since; a fall means the sale came before a drop. Uses the prices in the filings and our latest weekly price.

Gifts, option exercises and other changes

DateStockWhat happenedSharesOwned afterFiling
Aug 27, 2026SCHWGift9,30053,549,441Form 4 ↗
Aug 18, 2026SCHWGift54,55053,675,741Form 4 ↗
Aug 17, 2026SCHWGift45,50053,730,291Form 4 ↗
Aug 6, 2026SCHWGift37,20053,775,791Form 4 ↗
Jul 28, 2026SCHWGift60,00054,020,841Form 4 ↗
May 22, 2026SCHWGift210,00054,174,341Form 4 ↗
May 15, 2026SCHWGift5,30054,384,341Form 4 ↗
Mar 1, 2026SCHWReceived as pay38,83838,838Form 4 ↗
Mar 1, 2026SCHWShares withheld for tax15,2830Form 4 ↗
Feb 9, 2026SCHWGift60,00055,722,729Form 4 ↗
Jan 28, 2026SCHWExercised options44,9620Form 4 ↗
Jan 26, 2026SCHWExercised options134,8950Form 4 ↗
Nov 12, 2025SCHWGift52,50056,119,454Form 4 ↗
Oct 24, 2025SCHWGift31,75056,281,104Form 4 ↗
Oct 23, 2025SCHWGift18,59556,312,854Form 4 ↗
May 13, 2025SCHWGift80,00058,922,353Form 4 ↗
May 8, 2025SCHWGift6,00059,122,353Form 4 ↗
May 7, 2025SCHWGift62,50059,128,353Form 4 ↗
May 6, 2025SCHWGift80,00059,190,853Form 4 ↗
May 5, 2025SCHWGift75,00059,270,853Form 4 ↗
Apr 30, 2025SCHWGift625,00059,345,853Form 4 ↗
Mar 3, 2025SCHWShares withheld for tax26,0750Form 4 ↗
Mar 1, 2025SCHWReceived as pay66,26366,263Form 4 ↗
Feb 24, 2025SCHWGift62,50060,098,858Form 4 ↗
Feb 24, 2025SCHWGift25,0007,347,842Form 4 ↗
Feb 12, 2025SCHWExercised options180,5060Form 4 ↗
Oct 16, 2024SCHWExercised options62,3450Form 4 ↗
Jul 31, 2024SCHWExercised options67,3860Form 4 ↗
May 20, 2024SCHWGift64,10060,619,371Form 4 ↗
May 9, 2024SCHWGift34,00060,806,896Form 4 ↗
May 8, 2024SCHWGift65,79060,840,896Form 4 ↗
Apr 22, 2024SCHWGift26,90061,158,512Form 4 ↗
Mar 1, 2024SCHWReceived as pay84,70684,706Form 4 ↗
Mar 1, 2024SCHWShares withheld for tax33,3320Form 4 ↗
Feb 15, 2024SCHWExercised options71,2260Form 4 ↗
Feb 8, 2024SCHWGift80,65061,251,038Form 4 ↗
Nov 2, 2023SCHWGift92,30061,515,993Form 4 ↗
Oct 30, 2023SCHWGift59,45561,608,293Form 4 ↗

Examples

Founders often sell stock on a schedule set months in advance (a 10b5-1 plan) to pay taxes or diversify, so a sale is not always a sign of doubt. A large open-market purchase with their own money is rarer and usually says more. In January 2016, JPMorgan Chase CEO Jamie Dimon bought 500,000 JPMorgan shares, about $26 million, and the purchase was widely read as confidence in the bank.

Explain it like I'm 13

Imagine the founder of your favorite game company owns a giant pile of its shares. Each time they sell some, give some away, or buy more, they must tell the government within two business days. This page adds up those notes so you can see how big the pile is and what they have been doing with it.

From public SEC filings. Information, not investment advice. Values are estimates at the latest weekly price.