A leading U.S. brokerage and wealth management firm, the company provides retail and institutional investors with trading, banking, asset management, and advisory services. It generates revenue from asset management fees, net interest income on client cash balances, and trading-related activity across its large brokerage platform. Investors closely track its client asset growth, cash sorting trends, and interest rate sensitivity, which materially influence earnings and capital levels.
14 members of Congress have disclosed 50 trades in The Charles Schwab Corporation (SCHW), a Financial Services company. The buy/sell breakdown shows 26 purchases versus 24 sales, indicating net buying interest from lawmakers. All data is sourced from STOCK Act periodic transaction reports filed with Congress.
| Date | Politician | Type | Amount |
|---|---|---|---|
| 2020-09-28 | Susie Lee | sell | $1K – $15K |
| 2020-09-23 | Dean Phillips | buy | $1K – $15K |
| 2020-08-07 | Josh Gottheimer | sell | $1K – $15K |
| 2020-06-25 | Josh Gottheimer | sell | $1K – $15K |
| 2020-05-13 | MICHAEL T. MCCAUL | buy | $15K – $50K |
| 2020-04-24 | Dean Phillips | sell | $1K – $15K |
| 2020-04-20 | FRED UPTON | sell | $1K – $15K |
| 2020-04-09 | Susie Lee | buy | $1K – $15K |
| 2020-04-09 | PETER WELCH | sell | $1K – $15K |
| 2020-04-08 | Susie Lee | buy | $1K – $15K |
| 2020-04-02 | Dean Phillips | buy | $1K – $15K |
| 2020-03-10 | Earl Blumenauer | buy | $1K – $15K |
| 2020-03-06 | MICHAEL T. MCCAUL | buy | $1K – $15K |
| 2020-02-24 | Dean Phillips | buy | $1K – $15K |
| 2020-02-19 | FRED UPTON | sell | $1K – $15K |
| 2020-02-10 | Dean Phillips | sell | $1K – $15K |
| 2020-01-17 | Francis Rooney | buy | $1K – $15K |
| 2020-01-17 | Dean Phillips | sell | $1K – $15K |
| 2020-01-10 | ROBERT J. WITTMAN | buy | $1K – $15K |
| 2020-01-09 | Dean Phillips | buy | $1K – $15K |
| 2020-01-08 | Dean Phillips | sell | $1K – $15K |
| 2020-01-08 | Dean Phillips | buy | $1K – $15K |
| 2019-11-26 | Gilbert Cisneros | sell | $50K – $100K |
| 2019-10-03 | Dean Phillips | buy | $1K – $15K |
| 2019-10-02 | Dean Phillips | buy | $1K – $15K |
| 2019-09-21 | Rohit Khanna | buy | $15K – $50K |
| 2019-09-16 | Rohit Khanna | buy | $15K – $50K |
| 2019-09-12 | Josh Gottheimer | buy | $1K – $15K |
| 2019-08-22 | MICHAEL T. MCCAUL | buy | $15K – $50K |
| 2019-08-19 | Dean Phillips | buy | $1K – $15K |
| 2019-08-15 | Dean Phillips | buy | $1K – $15K |
| 2019-08-14 | Dean Phillips | buy | $1K – $15K |
| 2019-08-13 | Dean Phillips | buy | $1K – $15K |
| 2019-07-31 | Kurt Schrader | sell | $1K – $15K |
| 2019-07-26 | Kurt Schrader | sell | $1K – $15K |
| 2019-07-05 | Susan A. Davis | sell | $15K – $50K |
| 2019-07-02 | Kurt Schrader | sell | $1K – $15K |
| 2019-07-01 | Kurt Schrader | sell | $1K – $15K |
| 2019-06-20 | Dean Phillips | sell | $1K – $15K |
| 2019-05-16 | Josh Gottheimer | sell | $1K – $15K |
| 2019-03-27 | MICHAEL T. MCCAUL | buy | $1K – $15K |
| 2019-03-26 | MICHAEL T. MCCAUL | sell | $1K – $15K |
| 2019-03-25 | Nicholas V. Taylor | sell | $1K – $15K |
| 2019-03-22 | Susie Lee | sell | $1K – $15K |
| 2019-03-20 | Susie Lee | sell | $1K – $15K |
| 2019-03-06 | MICHAEL T. MCCAUL | buy | $1K – $15K |
| 2019-02-22 | MICHAEL T. MCCAUL | sell | $15K – $50K |
| 2019-01-29 | MICHAEL T. MCCAUL | sell | $15K – $50K |
| 2019-01-23 | Nicholas V. Taylor | buy | $1K – $15K |
| 2018-12-28 | PETER WELCH | buy | $1K – $15K |