Charles Schwab SCHW
Charles Schwab is the 79th largest S&P 500 company by market cap, worth $157 billion. 13 directors have filed with the SEC in the last 12 months (who counts), 3 of them executives. 9 other officers are on file. At 30 Jun 2026, Vanguard was its largest institutional holder, with 8.7% of the company.
- CEO
- Richard A. Wurster
- Sector
- Financials
- Sub-industry
- Investment Banking & Brokerage
- Headquarters
- Westlake, Texas
- Founded
- 1971
- More
- Wikipedia
- Market cap
- $157B
- 79th largest, 23 Oct 2026 close
- Price to sales
- 6.5
- Market cap over revenue
- Market cap per employee
- $4.7M
- Market cap over employees
- Connections
- 5
- S&P 500 companies sharing a director or officer
Largest institutional holders
Each fund group's share of Charles Schwab. Where a company has several share classes, the share is of its total value.
13F filings for the quarter to 30 Jun 2026
Board and officers
3 people here also hold roles at other S&P 500 companies.
Roles filed up to 30 Sep 2026
| Name | Title |
|---|---|
| Directors (13) | |
| Richard A. WursterPresident & CEO | |
| John K. Adams Jr.Director | |
| Walter W. BettingerCo-Chairman | |
| Marianne Catherine BrownDirectorAlso at Akamai Technologies, IBM and Northrop Grumman | |
| Joan DeaDirector | |
| Christopher V. DoddsDirector | |
| Stephen A. EllisDirector | |
| Frank C. HerringerDirector | |
| Charles A. RuffelDirector | |
| Arun SarinDirectorAlso at Accenture | |
| Charles R. SchwabCo-Chairman | |
| Carolyn Schwab-PomerantzDirector | |
| Paula A. SneedDirector | |
| Officers (9) | |
| Michael D. VerdeschiCFOLast filed 4 Jun 2026 | |
| Jonathan S. BeattyMD, Head of Advisor ServicesLast filed 18 Aug 2026 | |
| Jonathan M. CraigMD, Head of Retail InvestingLast filed 17 Aug 2026 | |
| Neesha HathiMD, Head Wealth Adv, Bnk, TstAlso at CignaLast filed 2 Sep 2026 | |
| Dennis HowardMD, Chief Tech, OPS & Data OffLast filed 17 Aug 2026 | |
| Peter J. Morgan IIIGeneral CounselLast filed 27 Jul 2026 | |
| Nigel J. MurtaghChief Risk OfficerLast filed 10 Aug 2026 | |
| Paul V. WoolwayMD, Chief Banking OfficerLast filed 16 Apr 2026 | |
| Tyler A. WoulfeMD, Chief Banking OfficerLast filed 10 Jul 2026 | |
Companies that share people with Charles Schwab
Each person's title here, then at the other company.
- Accenture ACN
- Arun Sarin: Director here, Director there
- Akamai Technologies AKAM
- Marianne Catherine Brown: Director here, Director there
- Cigna CI
- Neesha Hathi: MD, Head Wealth Adv, Bnk, Tst here, Director there
- IBM IBM
- Marianne Catherine Brown: Director here, Director there
- Northrop Grumman NOC
- Marianne Catherine Brown: Director here, Director there
Charles Schwab's market cap since December 2008
Marked weeks are changes in the share count, such as a merger, not market moves.
Weekly, up to 23 Oct 2026
| Week ending | Market cap |
|---|---|
| 23 Oct 2026 | $157B |
| 26 Dec 2025 | $181B |
| 27 Dec 2024 | $137B |
| 29 Dec 2023 | $125B |
| 30 Dec 2022 | $157B |
| 31 Dec 2021 | $159B |
| 25 Dec 2020 | $96.2B |
| 27 Dec 2019 | $62.0B |
| 28 Dec 2018 | $55.5B |
| 29 Dec 2017 | $68.9B |
| 30 Dec 2016 | $52.3B |
| 25 Dec 2015 | $43.5B |
| 26 Dec 2014 | $39.9B |
| 27 Dec 2013 | $33.1B |
| 28 Dec 2012 | $18.0B |
| 30 Dec 2011 | $14.3B |
| 31 Dec 2010 | $20.4B |
| 25 Dec 2009 | $22.1B |
| 26 Dec 2008 | $17.5B |
Download Charles Schwab's data as JSON, with the weekly market caps in billions of dollars from 5 Dec 2008.
Workforce
Headcount at 31 Dec 2025
- Employees
- 33,000
As of December 31, 2025, Schwab had full-time, part-time, and temporary employees, and persons employed on a contract basis, that represented the equivalent of approximately 33,000 full-time employees.
Insider trades
Open-market buys and sales by directors and officers. Grants, option exercises and shares withheld for tax are left out.
Trades from 30 Sep 2025 to 30 Sep 2026
Directors and officers sold $337 million of stock in 79 sales and bought $1.8 million in 1 purchase in the 12 months to 30 Sep 2026.
| Date | Person | Value |
|---|---|---|
| 1 Sep 2026Sale | Neesha HathiMD, Head Wealth Adv, Bnk, Tst | $346K |
| 28 Aug 2026Sale | Walter W. BettingerCo-Chairman | $8.3M |
| 28 Aug 2026Sale | Neesha HathiMD, Head Wealth Adv, Bnk, Tst | $343K |
| 26 Aug 2026Sale | Carolyn Schwab-PomerantzDirector | $1.0M |
| 24 Aug 2026Sale | Walter W. BettingerCo-Chairman | $20M |
| 24 Aug 2026Sale | Charles R. SchwabCo-Chairman | $13M |
| 17 Aug 2026Sale | Jonathan S. BeattyMD, Head of Advisor Services | $111K |
| 14 Aug 2026Sale | Jonathan M. CraigMD, Head of Retail Investing | $2.4M |
| 13 Aug 2026Sale | Dennis HowardMD, Chief Tech, OPS & Data Off | $242K |
| 12 Aug 2026Sale | Charles R. SchwabCo-Chairman | $5.0M |
Showing 10 of 80 trades
Trades by members of Congress and officials
Trades members of Congress and senior executive branch officials disclosed, including their families'. Amounts are filed as ranges.
Trades from 20 Oct 2023 to 20 Oct 2026
15 people disclosed 14 purchases and 17 sales of Charles Schwab stock since October 2023.
| Date | Member or official | Amount |
|---|---|---|
| 30 Mar 2026 | Alan ArmstrongSenate, R-OK 路 Bought | $1K to $15K |
| 27 Mar 2026 | Alan ArmstrongSenate, R-OK 路 Bought | $1K to $15K |
| 27 Mar 2026 | Gilbert CisnerosHouse, D-CA 路 Sold | $1K to $15K |
| 9 Jan 2026 | Gilbert CisnerosHouse, D-CA 路 Bought | $1K to $15K |
| 18 Dec 2025 | Julie JohnsonHouse, D-TX 路 Sold | $1K to $15K |
| 11 Dec 2025 | Dan NewhouseHouse, R-WA 路 Bought | $1K to $15K |
| 10 Dec 2025 | Gilbert CisnerosHouse, D-CA 路 Sold | $1K to $15K |
| 13 Nov 2025 | Julie JohnsonHouse, D-TX 路 Sold | $1K to $15K |
| 23 Sep 2025 | Valerie HoyleHouse, D-OR 路 Sold | $1K to $15K |
| 14 Aug 2025 | Julie JohnsonHouse, D-TX 路 Sold | $1K to $15K |
Showing 10 of 31 trades
Not on file: no WARN layoff notices under its own name since October 2023.