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Roles derived from SEC Form 4 filings.
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $11.7B | $18.5B | $20.8B | $18.8B | $19.6B | $23.9B |
| Gross profit | — | — | — | — | — | — |
| Operating income | — | — | — | — | — | — |
| Net income | $3.3B | $5.9B | $7.2B | $5.1B | $5.9B | $8.9B |
| Diluted EPS | $2.12 | $2.83 | $3.50 | $2.54 | $2.99 | $4.65 |
| Operating cash flow | $6.9B | $2.1B | $2.1B | $19.6B | $2.7B | $9.3B |
| Free cash flow | $6.2B | $1.2B | $1.1B | $18.9B | $2.0B | $8.8B |
| Gross margin | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — |
| Net margin | 28.2% | 31.6% | 34.6% | 26.9% | 30.3% | 37.0% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $4.7B | $4.8B | $5.3B | $5.6B | $5.9B | $6.1B | $6.3B | $6.5B |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | — | — | — | — | — | — | — | — |
| Net income | $1.3B | $1.4B | $1.8B | $1.9B | $2.1B | $2.4B | $2.5B | $2.5B |
| Diluted EPS | $0.66 | $0.71 | $0.94 | $0.99 | $1.08 | $1.26 | $1.32 | $1.37 |
| Operating cash flow | -$4.3B | $19.1B | -$10.8B | $6.4B | $3.2B | $538.0M | -$763.0M | $7.3B |
| Free cash flow | -$4.3B | $19.0B | -$11.1B | $6.2B | $3.0B | $393.0M | -$921.0M | $7.2B |
| Gross margin | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — |
| Net margin | 28.4% | 29.0% | 34.5% | 34.1% | 36.3% | 38.4% | 38.8% | 38.2% |
Headlines for SCHW-PD will appear here once the news feed is connected.
Consensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-07 | Craig Jonathan M.· MD, Head of Retail Investing | Sale | 21,750 | $102.01 | $2.2M | filing |
| 2026-07-07 | Craig Jonathan M.· MD, Head of Retail Investing | Option exercise | 21,750 | $46.81 | $1.0M | filing |
| 2026-07-07 | Beatty Jonathan S· MD, Head of Advisor Services | Sale | 2,000 | $102.01 | $204,017.80 | filing |
| 2026-07-06 | Beatty Jonathan S· MD, Head of Advisor Services | Sale | 2,000 | $100.01 | $200,014.80 | filing |
| 2026-07-02 | Beatty Jonathan S· MD, Head of Advisor Services | Sale | 2,000 | $97.03 | $194,059.40 | filing |
| 2026-07-01 | Beatty Jonathan S· MD, Head of Advisor Services | Tax withholding | 1,036 | $92.73 | $96,063.10 | filing |
| 2026-06-23 | Ellis Stephen A | Option exercise | 2,258 | $25.11 | $56,698.38 | filing |
| 2026-06-03 | Verdeschi Michael D· CFO | Tax withholding | 6,519 | $87.42 | $569,890.98 | filing |
| 2026-05-28 | Wurster Richard A· President & CEO | Buy | 21,959 | $84.23 | $1.8M | filing |
| 2026-05-26 | SARIN ARUN | Award | 1,602 | $0.00 | $0.00 | filing |
| 2026-05-26 | Schwab-Pomerantz Carolyn | Award | 1,602 | $0.00 | $0.00 | filing |
| 2026-05-26 | ADAMS JOHN K JR | Award | 1,602 | $0.00 | $0.00 | filing |
| 2026-05-26 | Ruffel Charles A. | Award | 1,602 | $0.00 | $0.00 | filing |
| 2026-05-26 | Dea Joan | Award | 1,602 | $0.00 | $0.00 | filing |
| 2026-05-26 | Brown Marianne Catherine | Award | 1,602 | $0.00 | $0.00 | filing |
| 2026-05-26 | DODDS CHRISTOPHER V | Award | 1,602 | $0.00 | $0.00 | filing |
| 2026-05-26 | HERRINGER FRANK C | Award | 1,602 | $0.00 | $0.00 | filing |
| 2026-05-26 | SNEED PAULA A | Award | 1,602 | $0.00 | $0.00 | filing |
| 2026-05-26 | Ellis Stephen A | Award | 1,602 | $0.00 | $0.00 | filing |
| 2026-05-22 | SCHWAB CHARLES R· Co-Chairman | Gift | 210,000 | $0.00 | $0.00 | filing |
| 2026-05-21 | Dea Joan | Gift | 835 | $0.00 | $0.00 | filing |
| 2026-05-19 | SCHWAB CHARLES R· Co-Chairman | Sale | 27,500 | $92.22 | $2.5M | filing |
| 2026-05-18 | SCHWAB CHARLES R· Co-Chairman | Sale | 27,500 | $92.40 | $2.5M | filing |
| 2026-05-15 | SCHWAB CHARLES R· Co-Chairman | Gift | 5,300 | $0.00 | $0.00 | filing |
| 2026-05-13 | SARIN ARUN | Sale | 2,500 | $91.16 | $227,910.00 | filing |
| 2026-05-13 | SARIN ARUN | Option exercise | 7,866 | $28.96 | $227,799.36 | filing |
| 2026-05-06 | SCHWAB CHARLES R· Co-Chairman | Sale | 109,300 | $92.01 | $10.1M | filing |
| 2026-05-05 | Schwab-Pomerantz Carolyn | Sale | 9,910 | $92.29 | $914,609.76 | filing |
| 2026-05-05 | Schwab-Pomerantz Carolyn | Option exercise | 9,910 | $31.65 | $313,651.50 | filing |
| 2026-05-04 | SCHWAB CHARLES R· Co-Chairman | Sale | 109,300 | $91.50 | $10.0M | filing |
| 2026-05-01 | SCHWAB CHARLES R· Co-Chairman | Sale | 55,000 | $91.86 | $5.1M | filing |
| 2026-04-30 | SCHWAB CHARLES R· Co-Chairman | Sale | 50,000 | $91.81 | $4.6M | filing |
| 2026-04-29 | SCHWAB CHARLES R· Co-Chairman | Sale | 63,743 | $90.49 | $5.8M | filing |
| 2026-04-28 | HERRINGER FRANK C | Sale | 2,520 | $90.60 | $228,313.51 | filing |
| 2026-04-28 | HERRINGER FRANK C | Option exercise | 7,866 | $28.96 | $227,799.36 | filing |
| 2026-04-27 | SCHWAB CHARLES R· Co-Chairman | Sale | 36,450 | $90.00 | $3.3M | filing |
| 2026-04-23 | SCHWAB CHARLES R· Co-Chairman | Sale | 36,450 | $90.50 | $3.3M | filing |
| 2026-04-15 | Woolway Paul V· MD, Chief Banking Officer | Sale | 7,941 | $100.00 | $794,136.53 | filing |
| 2026-04-15 | Woolway Paul V· MD, Chief Banking Officer | Option exercise | 7,941 | $52.05 | $413,329.05 | filing |
| 2026-04-14 | Murtagh Nigel J· Chief Risk Officer | Sale | 41,297 | $99.00 | $4.1M | filing |
| 2026-04-14 | Craig Jonathan M.· MD, Head of Retail Investing | Sale | 21,750 | $99.00 | $2.2M | filing |
| 2026-04-14 | Murtagh Nigel J· Chief Risk Officer | Option exercise | 41,297 | $52.05 | $2.1M | filing |
| 2026-04-14 | Craig Jonathan M.· MD, Head of Retail Investing | Option exercise | 21,750 | $46.81 | $1.0M | filing |
| 2026-04-14 | Woolway Paul V· MD, Chief Banking Officer | Sale | 7,942 | $98.00 | $778,342.21 | filing |
| 2026-04-14 | Woolway Paul V· MD, Chief Banking Officer | Option exercise | 7,942 | $52.05 | $413,381.10 | filing |
| 2026-03-24 | Ellis Stephen A | Option exercise | 7,866 | $28.96 | $227,799.36 | filing |
| 2026-03-24 | Ellis Stephen A | Option exercise | 1,899 | $28.38 | $53,893.62 | filing |
| 2026-03-03 | Craig Jonathan M.· MD, Head of Investor Services | Sale | 9,032 | $94.42 | $852,817.70 | filing |
| 2026-03-03 | Howard Dennis· MD, Chief Tech, OPS & Data Off | Sale | 6,269 | $94.43 | $591,991.70 | filing |
| 2026-03-03 | Craig Jonathan M.· MD, Head of Investor Services | Sale | 5,449 | $94.89 | $517,079.04 | filing |
| 2026-03-03 | Murtagh Nigel J· Chief Risk Officer | Sale | 4,463 | $94.43 | $421,429.49 | filing |
| 2026-03-03 | Howard Dennis· MD, Chief Tech, OPS & Data Off | Sale | 3,839 | $94.88 | $364,235.87 | filing |
| 2026-03-03 | Woolway Paul V· MD, Chief Banking Officer | Sale | 3,626 | $94.41 | $342,346.61 | filing |
| 2026-03-03 | Murtagh Nigel J· Chief Risk Officer | Sale | 2,740 | $94.90 | $260,024.08 | filing |
| 2026-03-03 | Woolway Paul V· MD, Chief Banking Officer | Sale | 2,500 | $94.89 | $237,226.00 | filing |
| 2026-03-02 | Woolway Paul V· MD, Chief Banking Officer | Option exercise | 15,884 | $52.05 | $826,762.20 | filing |
| 2026-03-02 | Woolway Paul V· MD, Chief Banking Officer | Sale | 7,942 | $96.00 | $762,442.32 | filing |
| 2026-03-02 | Woolway Paul V· MD, Chief Banking Officer | Sale | 7,942 | $94.23 | $748,374.66 | filing |
| 2026-03-01 | Bettinger Walter W· Co-Chairman | Tax withholding | 60,743 | $95.31 | $5.8M | filing |
| 2026-03-01 | Wurster Richard A· President & CEO | Tax withholding | 22,879 | $95.31 | $2.2M | filing |
| 2026-03-01 | SCHWAB CHARLES R· Co-Chairman | Tax withholding | 15,283 | $95.31 | $1.5M | filing |
| 2026-03-01 | Craig Jonathan M.· MD, Head of Investor Services | Tax withholding | 11,152 | $95.31 | $1.1M | filing |
| 2026-03-01 | Murtagh Nigel J· Chief Risk Officer | Tax withholding | 9,109 | $95.31 | $868,133.25 | filing |
| 2026-03-01 | Howard Dennis· MD, Chief Tech, OPS & Data Off | Tax withholding | 6,204 | $95.31 | $591,272.22 | filing |
| 2026-03-01 | Morgan Peter J. III· General Counsel | Tax withholding | 4,311 | $95.31 | $410,859.86 | filing |
| 2026-03-01 | Woolway Paul V· MD, Chief Banking Officer | Tax withholding | 2,030 | $90.31 | $183,319.15 | filing |
| 2026-03-01 | Craig Jonathan M.· MD, Head of Investor Services | Award | 25,633 | $0.00 | $0.00 | filing |
| 2026-03-01 | Woolway Paul V· MD, Chief Banking Officer | Award | 8,156 | $0.00 | $0.00 | filing |
| 2026-03-01 | Murtagh Nigel J· Chief Risk Officer | Award | 16,312 | $0.00 | $0.00 | filing |
| 2026-03-01 | Howard Dennis· MD, Chief Tech, OPS & Data Off | Award | 16,312 | $0.00 | $0.00 | filing |
| 2026-03-01 | SCHWAB CHARLES R· Co-Chairman | Award | 38,838 | $0.00 | $0.00 | filing |
| 2026-03-01 | Bettinger Walter W· Co-Chairman | Award | 141,757 | $0.00 | $0.00 | filing |
| 2026-03-01 | Wurster Richard A· President & CEO | Award | 62,140 | $0.00 | $0.00 | filing |
| 2026-03-01 | Morgan Peter J. III· General Counsel | Award | 11,263 | $0.00 | $0.00 | filing |
| 2026-02-27 | Beatty Jonathan S· MD, Head of Advisor Services | Sale | 2,030 | $95.30 | $193,453.72 | filing |
| 2026-02-26 | Ellis Stephen A | Sale | 10,725 | $96.57 | $1.0M | filing |
| 2026-02-25 | Howard Dennis· MD, Chief Tech, OPS & Data Off | Sale | 27,903 | $95.02 | $2.7M | filing |
| 2026-02-25 | Howard Dennis· MD, Chief Tech, OPS & Data Off | Option exercise | 27,903 | $64.10 | $1.8M | filing |
| 2026-02-10 | SCHWAB CHARLES R· Co-Chairman | Sale | 32,413 | $105.58 | $3.4M | filing |
| 2026-02-09 | SCHWAB CHARLES R· Co-Chairman | Sale | 126,200 | $106.55 | $13.4M | filing |
| 2026-02-09 | SCHWAB CHARLES R· Co-Chairman | Gift | 60,000 | $0.00 | $0.00 | filing |
| 2026-02-06 | Bettinger Walter W· Co-Chairman | Sale | 67,514 | $104.25 | $7.0M | filing |
| 2026-02-06 | Bettinger Walter W· Co-Chairman | Option exercise | 67,514 | $42.99 | $2.9M | filing |
| 2026-02-06 | DODDS CHRISTOPHER V | Sale | 11,825 | $104.55 | $1.2M | filing |
| 2026-02-06 | DODDS CHRISTOPHER V | Option exercise | 4,390 | $73.00 | $320,470.00 | filing |
| 2026-02-06 | DODDS CHRISTOPHER V | Option exercise | 4,703 | $62.66 | $294,689.98 | filing |
| 2026-02-06 | DODDS CHRISTOPHER V | Option exercise | 2,732 | $51.97 | $141,982.04 | filing |
| 2026-02-04 | Bettinger Walter W· Co-Chairman | Sale | 94,948 | $104.25 | $9.9M | filing |
| 2026-02-04 | SCHWAB CHARLES R· Co-Chairman | Sale | 67,975 | $103.81 | $7.1M | filing |
| 2026-02-04 | Bettinger Walter W· Co-Chairman | Option exercise | 94,948 | $42.99 | $4.1M | filing |
| 2026-02-03 | Bettinger Walter W· Co-Chairman | Sale | 141,033 | $103.85 | $14.6M | filing |
| 2026-02-03 | SCHWAB CHARLES R· Co-Chairman | Sale | 96,625 | $103.74 | $10.0M | filing |
| 2026-02-03 | Bettinger Walter W· Co-Chairman | Option exercise | 162,462 | $42.99 | $7.0M | filing |
| 2026-02-03 | Bettinger Walter W· Co-Chairman | Sale | 21,429 | $104.24 | $2.2M | filing |
| 2026-02-02 | Morgan Peter J. III· General Counsel | Sale | 7,595 | $104.38 | $792,796.48 | filing |
| 2026-02-02 | Morgan Peter J. III· General Counsel | Option exercise | 7,595 | $66.47 | $504,839.65 | filing |
| 2026-01-29 | SCHWAB CHARLES R· Co-Chairman | Sale | 145,650 | $103.16 | $15.0M | filing |
| 2026-01-28 | SCHWAB CHARLES R· Co-Chairman | Sale | 44,962 | $103.20 | $4.6M | filing |
| 2026-01-28 | SCHWAB CHARLES R· Co-Chairman | Sale | 26,475 | $103.22 | $2.7M | filing |
| 2026-01-28 | SCHWAB CHARLES R· Co-Chairman | Option exercise | 44,962 | $26.39 | $1.2M | filing |
| 2026-01-26 | SCHWAB CHARLES R· Co-Chairman | Sale | 134,895 | $103.09 | $13.9M | filing |
| 2026-01-26 | SCHWAB CHARLES R· Co-Chairman | Option exercise | 134,895 | $26.39 | $3.6M | filing |
| 2026-01-22 | Schwab-Pomerantz Carolyn | Sale | 19,050 | $105.25 | $2.0M | filing |
| 2026-01-22 | Schwab-Pomerantz Carolyn | Sale | 9,525 | $105.19 | $1.0M | filing |
| 2026-01-22 | Schwab-Pomerantz Carolyn | Sale | 9,525 | $105.18 | $1.0M | filing |
| 2026-01-22 | Schwab-Pomerantz Carolyn | Sale | 4,765 | $105.02 | $500,400.29 | filing |
| 2026-01-22 | Beatty Jonathan S· MD, Head of Advisor Services | Sale | 2,000 | $105.00 | $210,003.40 | filing |
| 2026-01-22 | Beatty Jonathan S· MD, Head of Advisor Services | Option exercise | 2,000 | $46.39 | $92,780.00 | filing |
| 2025-12-23 | Beatty Jonathan S· MD, Head of Advisor Services | Sale | 2,000 | $102.01 | $204,021.60 | filing |
| 2025-12-23 | Beatty Jonathan S· MD, Head of Advisor Services | Option exercise | 2,000 | $46.39 | $92,780.00 | filing |
| 2025-12-16 | Ellis Stephen A | Option exercise | 1,922 | $31.98 | $61,465.56 | filing |
| 2025-11-19 | Ruffel Charles A. | Gift | 8,372 | $0.00 | $0.00 | filing |
| 2025-11-13 | SNEED PAULA A | Gift | 8,680 | $0.00 | $0.00 | filing |
| 2025-11-12 | Beatty Jonathan S· MD, Head of Advisor Services | Sale | 3,072 | $98.00 | $301,056.00 | filing |
| 2025-11-12 | Beatty Jonathan S· MD, Head of Advisor Services | Option exercise | 3,072 | $46.39 | $142,510.08 | filing |
| 2025-11-12 | Murtagh Nigel J· Chief Risk Officer | Gift | 1,032 | $0.00 | $0.00 | filing |
| 2025-11-12 | SCHWAB CHARLES R· Co-Chairman | Gift | 52,500 | $0.00 | $0.00 | filing |
| 2025-11-10 | Woolway Paul V· MD, Chief Banking Officer | Gift | 398 | $0.00 | $0.00 | filing |
| 2025-11-10 | Woolway Paul V· MD, Chief Banking Officer | Gift | 398 | $0.00 | $0.00 | filing |
| 2025-11-10 | Schwab-Pomerantz Carolyn | Gift | 298 | $0.00 | $0.00 | filing |
| 2025-11-10 | Bettinger Walter W· Co-Chairman | Gift | 61,388 | $0.00 | $0.00 | filing |
| 2025-11-10 | Woolway Paul V· MD, Chief Banking Officer | Gift | 1,089 | $0.00 | $0.00 | filing |
| 2025-11-07 | Craig Jonathan M.· MD, Head of Investor Services | Sale | 35,188 | $95.35 | $3.4M | filing |
| 2025-11-07 | Craig Jonathan M.· MD, Head of Investor Services | Option exercise | 35,188 | $41.98 | $1.5M | filing |
| 2025-10-29 | SCHWAB CHARLES R· Co-Chairman | Sale | 44,750 | $94.52 | $4.2M | filing |
| 2025-10-29 | Woolway Paul V· MD, Chief Banking Officer | Gift | 3,823 | $0.00 | $0.00 | filing |
| 2025-10-28 | SCHWAB CHARLES R· Co-Chairman | Sale | 64,400 | $94.00 | $6.1M | filing |
| 2025-10-24 | SCHWAB CHARLES R· Co-Chairman | Gift | 31,750 | $0.00 | $0.00 | filing |
| 2025-10-23 | SCHWAB CHARLES R· Co-Chairman | Gift | 18,595 | $0.00 | $0.00 | filing |
| 2025-10-02 | Schwab-Pomerantz Carolyn | Sale | 14,400 | $92.55 | $1.3M | filing |
| 2025-10-02 | Schwab-Pomerantz Carolyn | Sale | 9,600 | $92.55 | $888,523.20 | filing |
| 2025-10-01 | Woolway Paul V· MD, Chief Banking Officer | Sale | 1,913 | $93.04 | $177,994.89 | filing |
| 2025-10-01 | Woolway Paul V· MD, Chief Banking Officer | Sale | 1,292 | $93.74 | $121,116.47 | filing |
| 2025-09-23 | Ellis Stephen A | Option exercise | 2,105 | $28.55 | $60,097.75 | filing |
| 2025-09-04 | Schwab-Pomerantz Carolyn | Sale | 14,400 | $96.64 | $1.4M | filing |
| 2025-09-04 | Schwab-Pomerantz Carolyn | Sale | 9,600 | $96.64 | $927,717.12 | filing |
| 2025-09-02 | Woolway Paul V· MD, Chief Banking Officer | Sale | 3,205 | $95.20 | $305,126.58 | filing |
| 2025-08-28 | Beatty Jonathan S· MD, Head of Advisor Services | Sale | 6,144 | $96.81 | $594,808.63 | filing |
| 2025-08-28 | Beatty Jonathan S· MD, Head of Advisor Services | Option exercise | 6,144 | $46.39 | $285,020.16 | filing |
| 2025-08-27 | SCHWAB CHARLES R· Co-Chairman | Sale | 136,500 | $97.04 | $13.2M | filing |
| 2025-08-27 | Morgan Peter J. III· General Counsel | Sale | 50,016 | $97.00 | $4.9M | filing |
| 2025-08-27 | Morgan Peter J. III· General Counsel | Option exercise | 47,813 | $64.10 | $3.1M | filing |
| 2025-08-27 | Beatty Jonathan S· MD, Head of Advisor Services | Sale | 3,296 | $97.18 | $320,305.28 | filing |
| 2025-08-27 | Morgan Peter J. III· General Counsel | Option exercise | 2,203 | $46.39 | $102,197.17 | filing |
| 2025-08-26 | SCHWAB CHARLES R· Co-Chairman | Sale | 136,500 | $96.67 | $13.2M | filing |
| 2025-08-25 | Schwab-Pomerantz Carolyn | Sale | 13,542 | $96.06 | $1.3M | filing |
| 2025-08-08 | SCHWAB CHARLES R· Co-Chairman | Sale | 104,500 | $96.84 | $10.1M | filing |
| 2025-08-08 | SCHWAB CHARLES R· Co-Chairman | Sale | 28,653 | $96.60 | $2.8M | filing |
| 2025-08-07 | SCHWAB CHARLES R· Co-Chairman | Sale | 22,721 | $96.02 | $2.2M | filing |
| 2025-08-07 | Schwab-Pomerantz Carolyn | Sale | 14,000 | $96.68 | $1.4M | filing |
| 2025-08-07 | Schwab-Pomerantz Carolyn | Sale | 9,400 | $96.68 | $908,808.92 | filing |
| 2025-08-07 | Schwab-Pomerantz Carolyn | Sale | 400 | $97.22 | $38,888.00 | filing |
| 2025-08-07 | Schwab-Pomerantz Carolyn | Sale | 200 | $97.21 | $19,441.00 | filing |
| 2025-08-01 | Woolway Paul V· MD, Chief Banking Officer | Sale | 3,290 | $96.06 | $316,043.32 | filing |
154 transactions in the last 12 months.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.