FilingsTodaySchwab Charles
At a glance
Schwab Charles reported 2025 revenue of $23.92B, up 22% from $19.61B in 2024. Over 4 years since 2021 ($18.52B), that is growth of about 6.6% a year. 2025 was the highest revenue year in this period.
In the last 12 months 16 insiders reported 1 open-market purchase ($1.8M) and 62 sales ($342.4M). 25 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $29.8M by Co-Chairman Walter W Bettinger on Jul 29, 2026. Net, insiders were sellers of $340.5M.
Schwab Charles filed 14 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), other events (4), bylaws or fiscal year change (2) and regulation fd disclosure (2). The latest officer or director change was reported on Jan 29, 2026.
4 of the 20 investors tracked here held Schwab Charles at the last quarter end, worth $1.58B combined. It is the largest weight for Viking Global Investors (2.8% of its portfolio), followed by National Pension Service (Korea) (0.3%). New this quarter: Renaissance Technologies. Added: Bridgewater Associates. Reduced: Viking Global Investors.
Annual results
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net income | $5.9M | $7.2M | $5.1M | $5.9M | $8.9M |
| Diluted EPS | $2.83 | $3.50 | $2.54 | $2.99 | $4.65 |
| Dividend per share | $0.72 | $0.84 | $1.00 | $1.00 | $1.08 |
Fiscal year ends Dec 31 · incorporated in DE
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Current reports (8-K, last 12 months)
Insider open-market trades (last 12 months)
Showing the latest 60.
Source: SEC EDGAR. How figures are combined