SCHWAB CHARLES CORP (SCHW)
Every FINRA and SEC series the site collects for SCHWAB CHARLES CORP: short interest with days to cover, daily short sale volume, fails to deliver and Form 4 insider trades. Listed on NYSE, classified by the SEC as security brokers, dealers & flotation companies.
16.9M
Short interest
settlement 2026-08-14
2.5
Days to cover
-17.7% vs prior
49.6%
Short share of volume
2026-09-11
2,469
Fails to deliver
settlement 2026-08-14
-$137.6M
Insider flow, 90 days
0 buys, 32 sells
As of 2026-09-11.
Short interest
FINRA, twice a month; the last 12 months shown, all 48 settlements in the JSONAs of 14 August 2026, short interest in SCHW is 16,851,364 shares, down 5,817,829 shares over the last month. Over the last 48 readings it ranged from 12,462,235 shares (14 November 2025) to 25,024,929 shares (30 June 2026). At the reported average volume of 6.6M shares a day that is 2.5 days to cover.
Embed this chartfree, with the attribution line it carries
<iframe src="https://xoomar.com/embed/stocks/schw" width="100%" height="440" style="border:0;max-width:100%" loading="lazy" title="XOOMAR chart"></iframe>
| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-08-14 | 16,851,364 | -17.7% | 6,598,726 | 2.55 |
| 2026-07-31 | 20,477,875 | -9.7% | 8,884,360 | 2.30 |
| 2026-07-15 | 22,669,193 | -9.4% | 8,451,705 | 2.68 |
| 2026-06-30 | 25,024,929 | +10.6% | 13,560,449 | 1.85 |
| 2026-06-15 | 22,633,887 | +7.9% | 11,059,923 | 2.05 |
| 2026-05-29 | 20,972,893 | +10.3% | 12,485,291 | 1.68 |
| 2026-05-15 | 19,011,923 | +14.8% | 9,975,077 | 1.91 |
| 2026-04-30 | 16,554,731 | +20.2% | 13,734,605 | 1.21 |
| 2026-04-15 | 13,774,417 | +5.0% | 10,342,445 | 1.33 |
| 2026-03-31 | 13,113,088 | +1.9% | 8,029,046 | 1.63 |
| 2026-03-13 | 12,873,488 | +1.1% | 9,197,435 | 1.40 |
| 2026-02-27 | 12,740,297 | -7.2% | 11,791,590 | 1.08 |
| 2026-02-13 | 13,722,066 | -11.1% | 16,454,344 | 1.00 |
| 2026-01-30 | 15,429,821 | -4.0% | 10,907,410 | 1.41 |
| 2026-01-15 | 16,071,149 | +8.0% | 7,643,446 | 2.10 |
| 2025-12-31 | 14,881,217 | -21.1% | 8,213,656 | 1.81 |
| 2025-12-15 | 18,850,601 | +19.1% | 9,352,008 | 2.02 |
| 2025-11-28 | 15,827,954 | +27.0% | 8,743,399 | 1.81 |
| 2025-11-14 | 12,462,235 | -15.0% | 7,858,960 | 1.59 |
| 2025-10-31 | 14,667,997 | -13.1% | 8,753,564 | 1.68 |
| 2025-10-15 | 16,870,640 | -21.9% | 8,661,814 | 1.95 |
| 2025-09-30 | 21,587,246 | +3.6% | 10,318,078 | 2.09 |
| 2025-09-15 | 20,843,310 | -5.0% | 10,281,999 | 2.03 |
| 2025-08-29 | 21,946,713 | +15.1% | 7,523,778 | 2.92 |
Daily short volume
FINRA Reg SHO, last 60 sessions. JSONAs of 11 September 2026, the short share of SCHW volume is 49.6%, up 5.5 points over the last five sessions. Over the last 52 readings it ranged from 16.4% (1 September 2026) to 57.5% (14 August 2026). The latest reading is 11.4 points above the 30-session average of 38.3%, on 1.7M shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-09-11 | 831K | 1.7M | 49.6% | 4,056 |
| 2026-09-10 | 890K | 1.7M | 51.7% | 297 |
| 2026-09-09 | 1.1M | 2.3M | 47.6% | 2,305 |
| 2026-09-08 | 973K | 1.9M | 50.7% | 70 |
| 2026-09-04 | 619K | 1.5M | 40.7% | 2,994 |
| 2026-09-03 | 868K | 2.0M | 44.2% | 1,809 |
| 2026-09-02 | 603K | 2.6M | 23.2% | 4,679 |
| 2026-09-01 | 484K | 3.0M | 16.4% | 2,353 |
| 2026-08-31 | 601K | 1.5M | 39.9% | 1,035 |
| 2026-08-28 | 1.4M | 4.4M | 31.5% | 7,156 |
| 2026-08-27 | 1.2M | 3.3M | 35.8% | 4,110 |
| 2026-08-26 | 1.4M | 6.1M | 22.9% | 3,438 |
| 2026-08-25 | 564K | 1.5M | 38.0% | 1 |
| 2026-08-24 | 954K | 2.6M | 36.7% | 19 |
| 2026-08-21 | 1.1M | 2.4M | 47.5% | 59,394 |
| 2026-08-20 | 1.4M | 2.6M | 52.5% | 169 |
| 2026-08-19 | 876K | 2.1M | 41.4% | 13 |
| 2026-08-18 | 1.3M | 2.5M | 53.0% | 2,112 |
| 2026-08-17 | 732K | 1.9M | 37.8% | 8,376 |
| 2026-08-14 | 1.3M | 2.3M | 57.5% | 6,634 |
| 2026-08-13 | 667K | 1.8M | 38.0% | 7,370 |
| 2026-08-12 | 528K | 1.7M | 32.0% | 1,674 |
| 2026-08-11 | 375K | 1.2M | 30.9% | 196 |
| 2026-08-10 | 602K | 1.8M | 33.1% | 356 |
| 2026-08-07 | 673K | 1.7M | 39.2% | 7,211 |
| 2026-08-06 | 529K | 1.7M | 30.4% | 5,781 |
| 2026-08-05 | 914K | 2.9M | 31.8% | 1,330 |
| 2026-08-04 | 848K | 2.1M | 40.2% | 4,296 |
| 2026-08-03 | 556K | 2.2M | 25.1% | 4,781 |
| 2026-07-31 | 752K | 2.6M | 28.9% | 621 |
Fails to deliver
SEC, by settlement date. JSONAs of 14 August 2026, the fails-to-deliver balance in SCHW is 2,469 shares, up 2,379 shares over the last settlement date. Over the last 52 readings it ranged from 3 shares (8 December 2025) to 329,543 shares (16 December 2025). The latest reading sits at the bottom of that range.
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-08-14 | 2,469 | $110.06 | $272K |
| 2026-08-12 | 90 | $107.70 | $10K |
| 2026-08-10 | 23 | $107.60 | $2K |
| 2026-08-05 | 37 | $106.35 | $4K |
| 2026-08-03 | 5,453 | $105.24 | $574K |
| 2026-07-23 | 7 | $100.80 | $706 |
| 2026-07-20 | 7,398 | $101.56 | $751K |
| 2026-07-13 | 488 | $103.12 | $50K |
| 2026-07-10 | 6 | $101.91 | $611 |
| 2026-07-09 | 866 | $101.70 | $88K |
| 2026-07-07 | 11,551 | $100.62 | $1.2M |
| 2026-07-06 | 1,010 | $97.00 | $98K |
| 2026-07-01 | 280,048 | $92.27 | $25.8M |
| 2026-06-30 | 310,429 | $90.55 | $28.1M |
| 2026-06-29 | 1,000 | $90.67 | $91K |
| 2026-06-25 | 2,547 | $91.39 | $233K |
| 2026-06-24 | 2,527 | $93.17 | $235K |
| 2026-06-23 | 1,002 | $92.03 | $92K |
| 2026-06-22 | 21,249 | $91.70 | $1.9M |
| 2026-06-15 | 10,123 | $91.10 | $922K |
| 2026-06-12 | 33 | $88.70 | $3K |
| 2026-06-05 | 214 | $88.00 | $19K |
| 2026-06-01 | 1,300 | $87.35 | $114K |
| 2026-04-27 | 31 | $88.50 | $3K |
| 2026-04-16 | 6 | $100.27 | $602 |
| 2026-04-15 | 12 | $98.38 | $1K |
| 2026-04-13 | 463 | $94.80 | $44K |
| 2026-03-30 | 6,733 | $92.36 | $622K |
| 2026-03-27 | 12,256 | $94.47 | $1.2M |
| 2026-03-26 | 31,280 | $94.99 | $3.0M |
Insider trades
SEC Form 4, newest first, 50 of 100 shown. JSONInsiders at SCHW reported 32 open-market sells worth $137.6M in the last 90 days and no open-market buys. Sells alone are a weak signal; insiders sell for tax, diversification and estate reasons all the time. Latest filing: Hathi Neesha (MD, Head Wealth Adv, Bnk, Tst) on 2026-09-01.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-09-01 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | Sell | 3K | $109.04 | $346K | 6K |
| 2026-09-01 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | Option exercise | 3K | $52.05 | $165K | 0 |
| 2026-08-28 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | Sell | 3K | $108.12 | $343K | 0 |
| 2026-08-28 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | Option exercise | 3K | $52.05 | $165K | 0 |
| 2026-08-28 | Bettinger Walter W | Co-Chairman | Sell | 74K | $110.91 | $8.3M | 610K |
| 2026-08-28 | Bettinger Walter W | Co-Chairman | Option exercise | 74K | $46.81 | $3.5M | 685K |
| 2026-08-27 | Schwab Charles R. | Co-Chairman | Gift | 9K | $0.00 | $0 | 53.5M |
| 2026-08-26 | Schwab-Pomerantz Carolyn | n/a | Sell | 9K | $109.25 | $1.0M | 1.3M |
| 2026-08-24 | Schwab Charles R. | Co-Chairman | Sell | 117K | $113.20 | $13.2M | 53.6M |
| 2026-08-24 | Bettinger Walter W | Co-Chairman | Sell | 176K | $113.49 | $20.0M | 610K |
| 2026-08-24 | Bettinger Walter W | Co-Chairman | Option exercise | 176K | $46.81 | $8.2M | 787K |
| 2026-08-18 | Schwab Charles R. | Co-Chairman | Gift | 55K | $0.00 | $0 | 53.7M |
| 2026-08-17 | Schwab Charles R. | Co-Chairman | Gift | 46K | $0.00 | $0 | 53.7M |
| 2026-08-17 | Beatty Jonathan S | MD, Head of Advisor Services | Sell | 1K | $111.33 | $111K | 11K |
| 2026-08-14 | Craig Jonathan M. | MD, Head of Retail Investing | Sell | 22K | $111.03 | $2.4M | 0 |
| 2026-08-14 | Craig Jonathan M. | MD, Head of Retail Investing | Option exercise | 22K | $46.81 | $1.0M | 0 |
| 2026-08-13 | Howard Dennis | MD, Chief Tech, OPS & Data Off | Sell | 2K | $110.00 | $242K | 7K |
| 2026-08-12 | Schwab Charles R. | Co-Chairman | Sell | 46K | $108.18 | $5.0M | 30.0M |
| 2026-08-11 | Schwab Charles R. | Co-Chairman | Sell | 46K | $107.78 | $5.0M | 30.1M |
| 2026-08-10 | Murtagh Nigel J | Chief Risk Officer | Sell | 25K | $109.01 | $2.7M | 58K |
| 2026-08-10 | Murtagh Nigel J | Chief Risk Officer | Option exercise | 25K | $46.81 | $1.2M | 83K |
| 2026-08-07 | SNEED PAULA A | n/a | Sell | 5K | $107.15 | $564K | 92K |
| 2026-08-06 | Schwab Charles R. | Co-Chairman | Gift | 37K | $0.00 | $0 | 53.8M |
| 2026-08-06 | Murtagh Nigel J | Chief Risk Officer | Sell | 2K | $109.00 | $207K | 58K |
| 2026-08-06 | Murtagh Nigel J | Chief Risk Officer | Option exercise | 2K | $46.81 | $89K | 60K |
| 2026-08-05 | Schwab-Pomerantz Carolyn | n/a | Sell | 19K | $107.70 | $2.0M | 1.3M |
| 2026-08-05 | Craig Jonathan M. | MD, Head of Retail Investing | Sell | 22K | $107.02 | $2.3M | 0 |
| 2026-08-05 | Craig Jonathan M. | MD, Head of Retail Investing | Option exercise | 22K | $46.81 | $1.0M | 0 |
| 2026-08-04 | Schwab-Pomerantz Carolyn | n/a | Sell | 23K | $106.36 | $2.4M | 1.4M |
| 2026-08-04 | Schwab Charles R. | Co-Chairman | Sell | 48K | $106.08 | $5.1M | 53.9M |
| 2026-08-03 | Schwab Charles R. | Co-Chairman | Sell | 95K | $105.52 | $10.1M | 53.9M |
| 2026-08-01 | Howard Dennis | MD, Chief Tech, OPS & Data Off | Tax withholding | 1K | $104.87 | $135K | 9K |
| 2026-07-29 | Schwab Charles R. | Co-Chairman | Sell | 95K | $105.82 | $10.1M | 30.1M |
| 2026-07-28 | Schwab-Pomerantz Carolyn | n/a | Gift | 271 | $0.00 | $0 | 1.4M |
| 2026-07-28 | Schwab-Pomerantz Carolyn | n/a | Sell | 23K | $105.71 | $2.4M | 1.4M |
| 2026-07-28 | Schwab Charles R. | Co-Chairman | Gift | 60K | $0.00 | $0 | 54.0M |
| 2026-07-28 | Schwab Charles R. | Co-Chairman | Sell | 48K | $105.60 | $5.1M | 54.1M |
| 2026-07-28 | Howard Dennis | MD, Chief Tech, OPS & Data Off | Sell | 28K | $105.01 | $2.9M | 10K |
| 2026-07-28 | Howard Dennis | MD, Chief Tech, OPS & Data Off | Option exercise | 28K | $64.10 | $1.8M | 38K |
| 2026-07-28 | Bettinger Walter W | Co-Chairman | Sell | 13K | $105.56 | $1.4M | 529K |
| 2026-07-28 | Bettinger Walter W | Co-Chairman | Sell | 38K | $105.18 | $4.0M | 542K |
| 2026-07-28 | Bettinger Walter W | Co-Chairman | Sell | 42K | $103.86 | $4.4M | 580K |
| 2026-07-28 | Bettinger Walter W | Co-Chairman | Option exercise | 93K | $52.05 | $4.9M | 623K |
| 2026-07-27 | Murtagh Nigel J | Chief Risk Officer | Sell | 11K | $104.03 | $1.1M | 58K |
| 2026-07-27 | Murtagh Nigel J | Chief Risk Officer | Sell | 22K | $104.00 | $2.3M | 69K |
| 2026-07-27 | Murtagh Nigel J | Chief Risk Officer | Option exercise | 33K | $46.81 | $1.5M | 91K |
| 2026-07-27 | Bettinger Walter W | Co-Chairman | Sell | 192K | $103.90 | $20.0M | 529K |
| 2026-07-27 | Bettinger Walter W | Co-Chairman | Option exercise | 192K | $52.05 | $10.0M | 722K |
| 2026-07-21 | Beatty Jonathan S | MD, Head of Advisor Services | Sell | 2K | $104.21 | $208K | 12K |
| 2026-07-07 | Craig Jonathan M. | MD, Head of Retail Investing | Sell | 22K | $102.01 | $2.2M | 0 |
Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are the rarer, stronger signal.
Planned sales (Form 144)
Newest first. JSON27 Form 144 notices on file for SCHW worth $157.4M at the prices reported; 27 in the last 90 days worth $157.4M. Latest: Hathi Neesha filed on 2026-08-28 to sell 16,354 shares ($1.8M) from 2026-08-28.
| Filed | Seller | Shares | Market value | Of outstanding | Sale from | Broker |
|---|---|---|---|---|---|---|
| 2026-08-28 | Hathi NeeshaOfficer | 16K | $1.8M | 0.001% | 2026-08-28 | THE CHARLES SCHWAB CORPORATION |
| 2026-08-28 | Bettinger Walter WDirector | 74K | $8.3M | 0.004% | 2026-08-28 | THE CHARLES SCHWAB CORPORATION |
| 2026-08-26 | Schwab-Pomerantz CarolynDirector | 9K | $1.0M | 0.001% | 2026-08-26 | THE CHARLES SCHWAB CORPORATION |
| 2026-08-24 | Schwab Charles R.Officer, Director | 117K | $13.3M | 0.007% | 2026-08-24 | THE CHARLES SCHWAB CORPORATION |
| 2026-08-24 | Bettinger Walter WDirector | 176K | $20.0M | 0.010% | 2026-08-24 | THE CHARLES SCHWAB CORPORATION |
| 2026-08-17 | Beatty Jonathan SOfficer | 1K | $111K | 0.000% | 2026-08-17 | THE CHARLES SCHWAB CORPORATION |
| 2026-08-13 | Schwab Charles R.Officer, Director | 91K | $10.0M | 0.005% | 2026-08-14 | THE CHARLES SCHWAB CORPORATION |
| 2026-08-13 | Howard DennisOfficer | 2K | $242K | 0.000% | 2026-08-13 | THE CHARLES SCHWAB CORPORATION |
| 2026-08-12 | Schwab Charles R.Officer, Director | 46K | $5.0M | 0.003% | 2026-08-12 | THE CHARLES SCHWAB CORPORATION |
| 2026-08-11 | Schwab Charles R.Officer, Director | 46K | $5.0M | 0.003% | 2026-08-11 | THE CHARLES SCHWAB CORPORATION |
| 2026-08-07 | SNEED PAULA ADirector | 5K | $564K | 0.000% | 2026-08-07 | THE CHARLES SCHWAB CORPORATION |
| 2026-08-05 | Schwab-Pomerantz CarolynDirector | 19K | $2.0M | 0.001% | 2026-08-05 | THE CHARLES SCHWAB CORPORATION |
| 2026-08-05 | Craig Jonathan M.Officer | 57K | $6.3M | 0.003% | 2026-08-05 | THE CHARLES SCHWAB CORPORATION |
| 2026-08-04 | Schwab-Pomerantz CarolynDirector | 23K | $2.4M | 0.001% | 2026-08-04 | THE CHARLES SCHWAB CORPORATION |
| 2026-08-04 | Schwab Charles R.Officer, Director | 48K | $5.0M | 0.003% | 2026-08-04 | THE CHARLES SCHWAB CORPORATION |
| 2026-08-03 | Schwab Charles R.Officer, Director | 95K | $10.0M | 0.005% | 2026-08-03 | THE CHARLES SCHWAB CORPORATION |
| 2026-07-29 | Schwab Charles R.Officer, Director | 95K | $10.1M | 0.005% | 2026-07-29 | THE CHARLES SCHWAB CORPORATION |
| 2026-07-28 | Schwab-Pomerantz CarolynDirector | 23K | $2.4M | 0.001% | 2026-07-28 | THE CHARLES SCHWAB CORPORATION |
| 2026-07-28 | Schwab Charles R.Officer, Director | 48K | $5.0M | 0.003% | 2026-07-28 | THE CHARLES SCHWAB CORPORATION |
| 2026-07-28 | Woolway Paul VOfficer | 10K | $1.1M | 0.001% | 2026-07-28 | THE CHARLES SCHWAB CORPORATION |
| 2026-07-28 | Howard DennisOfficer | 56K | $6.2M | 0.003% | 2026-07-28 | THE CHARLES SCHWAB CORPORATION |
| 2026-07-28 | Bettinger Walter WDirector | 93K | $9.7M | 0.005% | 2026-07-28 | THE CHARLES SCHWAB CORPORATION |
| 2026-07-27 | Murtagh Nigel JOfficer | 11K | $1.1M | 0.001% | 2026-07-27 | THE CHARLES SCHWAB CORPORATION |
| 2026-07-27 | Bettinger Walter WDirector | 192K | $20.0M | 0.011% | 2026-07-27 | THE CHARLES SCHWAB CORPORATION |
| 2026-07-24 | Schwab Charles R.Officer, Director | 46K | $4.5M | 0.003% | 2026-07-24 | THE CHARLES SCHWAB CORPORATION |
| 2026-07-23 | Morgan Peter J. IIIOfficer | 7K | $708K | 0.000% | 2026-07-23 | THE CHARLES SCHWAB CORPORATION |
| 2026-07-21 | Murtagh Nigel JOfficer | 53K | $5.6M | 0.003% | 2026-07-21 | THE CHARLES SCHWAB CORPORATION |
13F holders
Tracked managers holding SCHW at their latest 13F. JSON10 of the 30 tracked managers held SCHW at their latest 13F, $6.01B in total at quarter-end prices. Fisher Asset Management is the largest at $2.03B (0.6% of its portfolio) as of 2026-06-30. Over the prior quarter 8 added shares and 2 cut.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| Fisher Asset Management | 2026-06-30 | 22.0M | $2.03B | 0.60% | -266K |
| Viking Global Investors | 2026-06-30 | 10.6M | $981.6M | 2.80% | -4.0M |
| Two Sigma Investments | 2026-06-30 | 8.5M | $784.4M | 0.57% | +3.1M |
| Citadel Advisors | 2026-06-30 | 6.6M | $604.9M | 0.07% | +1.1M |
| D. E. Shaw & Co. | 2026-06-30 | 6.4M | $591.5M | 0.28% | +3.7M |
| Millennium Management | 2026-06-30 | 4.4M | $405.0M | 0.15% | +2.8M |
| AQR Capital Management | 2026-06-30 | 4.0M | $371.5M | 0.13% | +2.0M |
| Renaissance Technologies | 2026-06-30 | 1.9M | $176.3M | 0.24% | +100K |
| Point72 Asset Management | 2026-06-30 | 764K | $70.5M | 0.08% | +213K |
| Bridgewater Associates | 2026-06-30 | 29K | $2.7M | 0.01% | +6K |
Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.
Financials
SEC XBRL, as filed. JSONIn Q2 2026 (quarter ended 2026-06-30) SCHWAB CHARLES CORP reported revenue of $7.07B, up 20.9% from the same quarter a year earlier, and net income of $2.80B (1.54 diluted EPS). In FY 2025 it generated $9.31B of operating cash flow and spent $7.35B on buybacks and $2.33B on dividends.
- Cash
- $40.58B
- Equity
- $50.15B
- Total assets
- $517.27B
- Shares outstanding
- 1,729,335,714
Quarterly, last 8 quarters
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q2 2026 | 2026-06-30 | $7.07B | $2.80B | 39.6% | 1.54 |
| Q1 2026 | 2026-03-31 | $6.48B | $2.48B | 38.2% | 1.37 |
| Q4 2025derived | 2025-12-31 | $6.34B | n/a | n/a | n/a |
| Q3 2025 | 2025-09-30 | $6.13B | $2.36B | 38.4% | 1.26 |
| Q2 2025 | 2025-06-30 | $5.85B | $2.13B | 36.3% | 1.08 |
| Q1 2025 | 2025-03-31 | $5.60B | $1.91B | 34.1% | 0.99 |
| Q4 2024derived | 2024-12-31 | $5.33B | n/a | n/a | n/a |
| Q3 2024 | 2024-09-30 | $4.85B | $1.41B | 29.0% | 0.71 |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2025 | 2025-12-31 | $23.92B | n/a | $9.31B | $548.0M | $7.35B | $2.33B |
| FY 2024 | 2024-12-31 | $19.61B | n/a | $2.67B | $620.0M | $0 | $2.27B |
| FY 2023 | 2023-12-31 | $18.84B | n/a | $19.59B | $700.0M | $2.84B | $2.28B |
| FY 2022 | 2022-12-31 | $20.76B | n/a | $2.06B | $971.0M | $3.40B | $2.11B |
| FY 2021 | 2021-12-31 | $18.52B | n/a | $2.12B | $916.0M | $0 | $1.82B |
Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are cash paid to repurchase common stock in the year (XBRL PaymentsForRepurchaseOfCommonStock), not authorizations. Balance sheet lines are as of 2026-06-30; shares outstanding as of 2026-07-31 from the cover page.
What this page is
SCHWAB CHARLES CORP in the regulatory record
Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page pulls every series the site collects for one ticker onto one URL, keyed by the SEC's own ticker list, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.
Each section has its own history table, a summary sentence built from the rows (last value, change, range with dates) and its own JSON and CSV links. Nothing on the page is written by a model; the sentences change only when the data does. A page exists only for companies with data in at least two series, and every section says when its source last updated.
This page follows SCHWAB CHARLES CORP (SCHW), SEC CIK 316709, listed on NYSE, classified by the SEC as security brokers, dealers & flotation companies. The cross-market tables live on the short interest and insider transactions hubs.
Source and method
- Short interest
- FINRA consolidated short interestTwice a month, about eight business days after settlement. Latest 2026-08-14.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesEvery trading day, loaded the following morning. Latest 2026-09-11.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataTwice a month, a few weeks after the half month ends. Latest 2026-08-14.JSON and CSV
- Planned sales
- SEC EDGAR Form 144EDGAR read every 30 minutes; a notice is filed on or before the sell order. Latest 2026-08-28.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRQuarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC XBRL company factsRefreshed weekly from the SEC's structured data; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
- Insider trades
- SEC EDGAR Form 4EDGAR read every 30 minutes; filings are due two business days after the trade. Latest 2026-09-01.JSON and CSV
- Company record
- EDGAR filing index for CIK 316709Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 30 requests a minute without a key, 120 a minute with a key from a free account.
Data checks. Every dataset is checked against its source once a day. This dataset passed the last run, 13 Sep 05:40 UTC.
How to read it
- Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
- Insider buys next to a crowded short are the combination that has historically preceded squeezes; insider sells next to a crowded short are common and mean little.
- Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.
Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.
Other companies the SEC classifies as security brokers, dealers & flotation companies
- RJFRAYMOND JAMES FINANCIAL INC
- HOODRobinhood Markets, Inc.
- BLKBlackRock, Inc.
- GSGOLDMAN SACHS GROUP INC
- MIAXMIAMI INTERNATIONAL HOLDINGS, INC.
- PIPRPIPER SANDLER COMPANIES
- MSMORGAN STANLEY
- IBKRInteractive Brokers Group, Inc.
- SFSTIFEL FINANCIAL CORP
- JEFJefferies Financial Group Inc.
- SEICSEI INVESTMENTS CO
- SFBSTIFEL FINANCIAL CORP
- CRWVCoreWeave, Inc.
- UTHRUNITED THERAPEUTICS Corp
- TEAMAtlassian Corp
- CVNACARVANA CO.
- CRWDCrowdStrike Holdings, Inc.
- RCGRENN Fund, Inc.
- APPAppLovin Corp
- SESea Ltd
- VICRVICOR CORP
- GOOGLAlphabet Inc.
- ANETArista Networks, Inc.
- CRMSalesforce, Inc.
Datasets
Frequently Asked Questions
How much of SCHW is sold short?
What is SCHW's daily short volume?
Does SCHW have fails to deliver?
Are SCHW insiders buying or selling?
Have SCHW insiders filed to sell?
What did SCHW report last quarter?
Which funds hold SCHW?
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.