Smart Money · Holder IQ
Below median holder quality (percentile 45.9 this quarter).
Reading stored signals…
Financial Services • Capital Markets
Per-share book value with reinvested dividends, and the steadiness of its 40-quarter trend.
As of · Window to
Historical book-value growth with dividends
Peers: same industry, any size · 3 qualifying series. Each starts at 100 on its own fiscal dates.
· 100 indexed · 8.6 per share
· 104.9 indexed · 9.1 per share
· 108.6 indexed · 9.4 per share
· 114 indexed · 9.8 per share
· 119.3 indexed · 10.3 per share
· 125.1 indexed · 10.8 per share
· 130.1 indexed · 11.2 per share
· 138.3 indexed · 11.9 per share
· 146.2 indexed · 12.6 per share
· 154.5 indexed · 13.3 per share
· 154.9 indexed · 13.4 per share
· 167.3 indexed · 14.4 per share
· 167.1 indexed · 14.4 per share
· 173.3 indexed · 15 per share
· 181.9 indexed · 15.7 per share
· 230.5 indexed · 19.9 per share
· 237.1 indexed · 20.5 per share
· 245 indexed · 21.1 per share
· 197.9 indexed · 17.1 per share
· 173.8 indexed · 15 per share
· 195.3 indexed · 16.9 per share
· 198.8 indexed · 17.2 per share
· 193.6 indexed · 16.7 per share
· 128.2 indexed · 11.1 per share
· 104 indexed · 9 per share
· 51.3 indexed · 4.4 per share
· 57.6 indexed · 5 per share
· 67.3 indexed · 5.8 per share
· 82.2 indexed · 7.1 per share
· 95.6 indexed · 8.3 per share
· 138.9 indexed · 12 per share
· 163.4 indexed · 14.1 per share
· 189.5 indexed · 16.4 per share
· 238.6 indexed · 20.6 per share
· 261.6 indexed · 22.6 per share
· 286.9 indexed · 24.8 per share
· 328.2 indexed · 28.3 per share
· 338 indexed · 29.2 per share
· 347.9 indexed · 30 per share
· 357 indexed · 30.8 per share
· 393.3 indexed · 33.9 per share
MS · 2016-06-30 to 2026-06-30 · size observation 2026-11-12 · grade sha256:61ae57b330f5bad7023294d5def193ace6c2fb05805ee69c14bc27bec090dd26
SF · 2016-06-30 to 2026-06-30 · size observation 2026-11-12 · grade sha256:fd62d6c689e8df38d342ce24f7f46164a5d0577f228ded5e2f403174704cb63f
MKTX · 2016-06-30 to 2026-06-30 · size observation 2026-11-12 · grade sha256:3da3f39309dd386c689be37a04c109af3a0c5a7f399a11f14b46e1fcc038c67e
Basis: tangible common book. Dividends are reinvested at book value.
No decline detected by the published slope-ratio test.
The compounder rule requires a top-decile composite, positive slope and no detected decline in the tangible-book eligible pool. Total-common-book fallback rows cannot qualify. Decline means the 90% interval for recent / whole-window slope lies below 1.
Source: SEC first-filed XBRL. Midas Edge API’s published Green Compounders method uses only filings public by the as-of date, split-adjusted shares and the original filed values. Restatements do not replace them. Issuer pools and entity types reflect the SEC submissions captured for this run, not historical classifications at each as-of date.
The primary form fits log book value with reinvested dividends against time. The method checks the starting book and market-cap floors and excludes identified non-reliance/enforcement windows. Its cohort is fixed at capture time, so historical percentiles have capture and survival limits. It does not check audit-opinion going-concern text. This grade is separate from InsiderIQ, HolderIQ and NetCredibility.
Input filings (41 in this window): 0000316709-16-000093; 0000316709-16-000101; 0000316709-17-000010. The links show up to three of the input filings.
Method notes: Going-concern audit wording was not evaluated. An additional method qualification is recorded in the publication receipt. Enforcement findings use records naming the issuer. The history contains a large unexplained tangible-book decline. Some quarters use weighted-average shares.
No reporting owner has a RED or GREEN connection distinguishable from zero in this publication.
A connection is distinguishable from zero here only when its RED or GREEN published interval has a lower bound above zero. A person with an admitted finding is always listed first, even with a zero score. Connections are then ordered by the larger of RED and GREEN. A zero tied with other owners is not given a percentile.
RED measures graph connections to people with admitted adjudications; GREEN measures connections to repeat value creators and stewards of qualifying compounders and long-term shareholder-return leaders. Net is GREEN minus RED on a −1 to 1 scale, not a probability or expected return. Connections alone do not establish conduct. These measures are separate from insider trading performance and Company Quality Grade.
The publication is uncalibrated. Its intervals are published bands, not a claim of calibrated confidence or a tested forecast.
Admitted findings are published guilty pleas, convictions and litigated SEC judgments or orders. Settlements and open cases are not findings. A positive net does not erase an admitted finding. Absence of a finding is not a clearance or a complete regulatory-history search.
Reporting owners who filed from after Oct 9, 2025 through Oct 9, 2026: a 12-month window ending at the publication date. This can include former officers and directors; it is not a verified roster of today's employees.
Link an account to see your stake, watchlist and past holdings. use the cited filings to check the reported role and evidence alongside your investment thesis. A connection alone does not tell you to increase or reduce a holding.
Medians across all 22 scored reporting owners at this company as of Oct 9, 2026: RED 0, GREEN 0, net 0. Highest RED: 0; highest GREEN: 0.000003.
John K. Adams Jr. · SEC CIK 0001625471
Read the Form 4 filed May 28, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: e29698377956c1958a76c863df6688c0950dcbb8938d88ff10111f252f83ab63
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Jonathan S. Beatty · SEC CIK 0002028977
Read the Form 4 filed Aug 18, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: b1d9618341b99977e75212d23176f407de373b6445435ebbba5e9b3c5f806284
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Walter W. Bettinger · SEC CIK 0001296479
Read the Form 4 filed Aug 31, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 81018819676bda9456a1802079576749e7ad99a5b25f21386b2032dd32b59583
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Marianne Catherine Brown · SEC CIK 0001804183
Read the Form 4 filed Oct 5, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: e65f10b8a90f02d7660f0002f94ae35cc2154e9ef9bb9fd00599f0135e6ac4a7
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Jonathan M. Craig · SEC CIK 0001733065
Read the Form 4 filed Aug 17, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: f1ef4c45f0d639a544ff16c23dec3fc8781b96d696dd76ce5258acd0f4cfb255
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Joan Dea · SEC CIK 0001643326
Read the Form 4 filed May 28, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: b39815f37d0faa858f64e563393123b1e5842fea11ed06e97c0f550f056214f0
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Christopher V. Dodds · SEC CIK 0001186004
Read the Form 4 filed May 27, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 650e1f9760716d548956aa799565db89624c094b84465e6a95f2a416d27e2dc0
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Stephen A. Ellis · SEC CIK 0001561563
Read the Form 4 filed Oct 5, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: b30ea2f379fbf37e54b84aabe72ace330ae30da09c1d971e680f2502655da9ac
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Neesha Hathi · SEC CIK 0001879974
Read the Form 4 filed Oct 5, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 5a620a862272f47366beb67d20f016a43a42bd15b760e425277bbc1a9dd172e9
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Frank C. Herringer · SEC CIK 0001171694
Read the Form 4 filed Oct 5, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.020002; net -0.039998 to 0.040002.
Score identity: 45dd5fe22cd6e94f0fb6486c91dfc8812e91e3571106a754cfc1e64629da00a6
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Dennis Howard · SEC CIK 0001825454
Read the Form 4 filed Aug 17, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 5ac8081bf3c16ea18114e8428881d417e44ee959bf3d3b09ecddc94faaa87bac
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Peter J. Morgan III · SEC CIK 0001792910
Read the Form 4 filed Jul 27, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: fbdffa8c815ad06860c1d96c91c14845cf0d4a5076733fe84aabaa0f6a2ab9b0
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Nigel J. Murtagh · SEC CIK 0001649599
Read the Form 4 filed Aug 10, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 443d3da423a0379ee3416585c01620941b64cfaeaa5b382be44097b0387cfa8a
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Charles A. Ruffel · SEC CIK 0001739929
Read the Form 4 filed Oct 5, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: ccf72b68b6c7f25dd3947a7a5aa44f733b0be9722b14f3c20022c981f2fc2364
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Arun Sarin · SEC CIK 0001188405
Read the Form 4 filed May 27, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 42d32f9a253f039592ea8985a7fe47f1a2dbe38b4e925676e77be39270fefda4
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Charles R. Schwab · SEC CIK 0000923738
Read the Form 4 filed Aug 28, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 49bcb67a3b424c288fe4b31f3de6e39fa2a72039652cafb8699f99cb69ca2f0e
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Carolyn Schwab-Pomerantz · SEC CIK 0001950787
Read the Form 4 filed Aug 27, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: edda0cace1f586b9358b3fc03499965ba207a49ab7a7b96f81c410e6bebc02fd
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Paula A. Sneed · SEC CIK 0001193024
Read the Form 4 filed Aug 10, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.020003; net -0.039997 to 0.040003.
Score identity: f133462c556abd7a0aac2d51296cc62544abc7723f41e3aafa1b5650b2105d91
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Michael D. Verdeschi · SEC CIK 0002034140
Read the Form 4 filed Jun 4, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 27d715b88e4cee3a62d2365f3c60cbe3c8be02e5453c1349f9f51246f132488b
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Paul V. Woolway · SEC CIK 0002031313
Read the Form 4 filed Apr 16, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: c7a1abdc76891fe6587c91f3161467aea2efab86527923cf8359286f5b1b59f9
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Tyler A. Woulfe · SEC CIK 0002132894
Read the Form 3 filed Jul 10, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: f197708807257c6ab9838dde02f55cda95dac3a77c24f1037c0ffa55363eac6d
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Richard A. Wurster · SEC CIK 0001889263
Read the Form 4 filed May 28, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: bcc049ef4e9b25cf6a40bbf2d942446af8e7d23d19bc4b162a3f44fda3797ece
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Trailing twelve-month statements · as of Nov 12, 2026
End-of-day close from stored market data, not a live quote.
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services.
It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including money market funds, and certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It provides digital and software based trading platforms; research tools, and multichannel support, real-time market data, options trading; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.
Company profile stored Oct 23, 2026.
The last 8 fiscal quarters from the latest stored normalized financial statements. These may include restatements. Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Net income |
|---|---|---|---|
| Sep 2026filed Oct 15, 2026 | $8.2B | +16.0% | $2.9B |
| Jun 2026filed Aug 7, 2026 | $8.5B | +25.0% | $2.8B |
| Mar 2026filed May 8, 2026 | $7.3B | +9.8% | $2.5B |
| Dec 2025filed Feb 25, 2026 | $7.2B | +7.8% | $2.5B |
| Sep 2025filed Nov 7, 2025 | $7.0B | +7.4% | $2.4B |
| Jun 2025filed Aug 8, 2025 | $6.8B | +7.4% | $2.1B |
| Mar 2025filed May 9, 2025 | $6.7B | +3.1% | $1.9B |
| Dec 2024filed Feb 26, 2025 | $6.7B | +49.2% | $1.8B |
| Fiscal year | Revenue | YoY | Net income |
|---|---|---|---|
| Dec 2025filed Feb 25, 2026 | $27.7B | +6.4% | $8.9B |
| Dec 2024filed Feb 26, 2025 | $26.0B | +1.9% | $5.9B |
| Dec 2023filed Feb 23, 2024 | $25.5B | +14.4% | $5.1B |
| Dec 2022filed Feb 24, 2023 | $22.3B | +17.4% | $7.2B |
| Dec 2021filed Feb 24, 2022 | $19.0B | +56.9% | $5.9B |
| Dec 2020filed Feb 24, 2021 | $12.1B | +2.7% | $3.3B |
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Share of float
Adjusted close · USD
Settlement Oct 30, 2026
18,372,346 shares short
+1,390,115 shares (+8.2%) vs Oct 15, 2026
1.1% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
16,982,231 shares short
-2,168,176 shares (-11.3%) vs Sep 30, 2026
1% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
19,150,407 shares short
-157,026 shares (-0.8%) vs Sep 15, 2026
1.2% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
19,307,433 shares short
-1,983,442 shares (-9.3%) vs Aug 31, 2026
1.2% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
21,290,875 shares short
+4,439,511 shares (+26.3%) vs Aug 14, 2026
1.3% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
16,851,364 shares short
-3,626,511 shares (-17.7%) vs Jul 31, 2026
1% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
20,477,875 shares short
-2,191,318 shares (-9.7%) vs Jul 15, 2026
1.3% of the stored float. Published Aug 11, 2026.
Settlement Jul 15, 2026
22,669,193 shares short
-2,355,736 shares (-9.4%) vs Jun 30, 2026
1.4% of the stored float. Published Jul 24, 2026.
Settlement Jun 30, 2026
25,024,929 shares short
+2,391,042 shares (+10.6%) vs Jun 15, 2026
1.5% of the stored float. Published Jul 10, 2026.
Settlement Jun 15, 2026
22,633,887 shares short
+1,660,994 shares (+7.9%) vs May 29, 2026
1.4% of the stored float. Published Jun 25, 2026.
Settlement May 29, 2026
20,972,893 shares short
+1,960,970 shares (+10.3%) vs May 15, 2026
1.3% of the stored float. Published Jun 9, 2026.
Settlement May 15, 2026
19,011,923 shares short
+2,457,192 shares (+14.8%) vs Apr 30, 2026
1.2% of the stored float. Published May 27, 2026.
Settlement Apr 30, 2026
16,554,731 shares short
+2,780,314 shares (+20.2%) vs Apr 15, 2026
1% of the stored float. Published May 11, 2026.
Settlement Apr 15, 2026
13,774,417 shares short
+661,329 shares (+5%) vs Mar 31, 2026
0.8% of the stored float. Published Apr 24, 2026.
Settlement Mar 31, 2026
13,113,088 shares short
+239,600 shares (+1.9%) vs Mar 13, 2026
0.8% of the stored float. Published Apr 10, 2026.
Settlement Mar 13, 2026
12,873,488 shares short
+133,191 shares (+1%) vs Feb 27, 2026
0.8% of the stored float. Published Mar 24, 2026.
Settlement Feb 27, 2026
12,740,297 shares short
-981,769 shares (-7.2%) vs Feb 13, 2026
0.8% of the stored float. Published Mar 10, 2026.
Settlement Feb 13, 2026
13,722,066 shares short
-1,707,755 shares (-11.1%) vs Jan 30, 2026
0.8% of the stored float. Published Feb 25, 2026.
Settlement Jan 30, 2026
15,429,821 shares short
-641,328 shares (-4%) vs Jan 15, 2026
0.9% of the stored float. Published Feb 10, 2026.
Settlement Jan 15, 2026
16,071,149 shares short
+1,189,932 shares (+8%) vs Dec 31, 2025
1% of the stored float. Published Jan 27, 2026.
Settlement Dec 31, 2025
14,881,217 shares short
-3,969,384 shares (-21.1%) vs Dec 15, 2025
0.9% of the stored float. Published Jan 12, 2026.
Settlement Dec 15, 2025
18,850,601 shares short
+3,022,647 shares (+19.1%) vs Nov 28, 2025
1.2% of the stored float. Published Dec 24, 2025.
Settlement Nov 28, 2025
15,827,954 shares short
+3,365,719 shares (+27%) vs Nov 14, 2025
1% of the stored float. Published Dec 9, 2025.
Settlement Nov 14, 2025
12,462,235 shares short
-2,205,762 shares (-15%) vs Oct 31, 2025
0.8% of the stored float. Published Nov 25, 2025.
Settlement Oct 31, 2025
14,667,997 shares short
-2,202,643 shares (-13.1%) vs Oct 15, 2025
0.9% of the stored float. Published Nov 11, 2025.
Settlement Oct 15, 2025
16,870,640 shares short
-4,716,606 shares (-21.8%) vs Sep 30, 2025
1% of the stored float. Published Oct 24, 2025.
Settlement Sep 30, 2025
21,587,246 shares short
+743,936 shares (+3.6%) vs Sep 15, 2025
1.3% of the stored float. Published Oct 9, 2025.
Settlement Sep 15, 2025
20,843,310 shares short
-1,103,403 shares (-5%) vs Aug 29, 2025
1.3% of the stored float. Published Sep 24, 2025.
Settlement Aug 29, 2025
21,946,713 shares short
+2,881,925 shares (+15.1%) vs Aug 15, 2025
1.3% of the stored float. Published Sep 10, 2025.
Settlement Aug 15, 2025
19,064,788 shares short
-877,864 shares (-4.4%) vs Jul 31, 2025
1.2% of the stored float. Published Aug 26, 2025.
Settlement Jul 31, 2025
19,942,652 shares short
+831,428 shares (+4.4%) vs Jul 15, 2025
1.2% of the stored float. Published Aug 11, 2025.
Settlement Jul 15, 2025
19,111,224 shares short
+782,042 shares (+4.3%) vs Jun 30, 2025
1.2% of the stored float. Published Jul 24, 2025.
Settlement Jun 30, 2025
18,329,182 shares short
+983,030 shares (+5.7%) vs Jun 13, 2025
1.1% of the stored float. Published Jul 10, 2025.
Settlement Jun 13, 2025
17,346,152 shares short
+211,139 shares (+1.2%) vs May 30, 2025
1.1% of the stored float. Published Jun 25, 2025.
Settlement May 30, 2025
17,135,013 shares short
-388,531 shares (-2.2%) vs May 15, 2025
1% of the stored float. Published Jun 10, 2025.
Settlement May 15, 2025
17,523,544 shares short
+175,768 shares (+1%) vs Apr 30, 2025
1.1% of the stored float. Published May 27, 2025.
Settlement Apr 30, 2025
17,347,776 shares short
-2,842,889 shares (-14.1%) vs Apr 15, 2025
1.1% of the stored float. Published May 9, 2025.
Settlement Apr 15, 2025
20,190,665 shares short
+1,816,407 shares (+9.9%) vs Mar 31, 2025
1.2% of the stored float. Published Apr 25, 2025.
Settlement Mar 31, 2025
18,374,258 shares short
+1,374,587 shares (+8.1%) vs Mar 14, 2025
1.1% of the stored float. Published Apr 9, 2025.
Settlement Mar 14, 2025
16,999,671 shares short
+161,945 shares (+1%) vs Feb 28, 2025
1% of the stored float. Published Mar 25, 2025.
Settlement Feb 28, 2025
16,837,726 shares short
-5,901,724 shares (-26%) vs Feb 14, 2025
1% of the stored float. Published Mar 11, 2025.
Settlement Feb 14, 2025
22,739,450 shares short
+9,397,543 shares (+70.4%) vs Jan 31, 2025
1.4% of the stored float. Published Feb 26, 2025.
Settlement Jan 31, 2025
13,341,907 shares short
-1,482,068 shares (-10%) vs Jan 15, 2025
0.8% of the stored float. Published Feb 11, 2025.
Settlement Jan 15, 2025
14,823,975 shares short
+1,318,320 shares (+9.8%) vs Dec 31, 2024
0.9% of the stored float. Published Jan 27, 2025.
Settlement Dec 31, 2024
13,505,655 shares short
-1,837,697 shares (-12%) vs Dec 13, 2024
0.8% of the stored float. Published Jan 10, 2025.
Settlement Dec 13, 2024
15,343,352 shares short
-2,068,457 shares (-11.9%) vs Nov 29, 2024
0.9% of the stored float. Published Dec 24, 2024.
Settlement Nov 29, 2024
17,411,809 shares short
+524,327 shares (+3.1%) vs Nov 15, 2024
1.1% of the stored float. Published Dec 10, 2024.
Settlement Nov 15, 2024
16,887,482 shares short
-79,366 shares (-0.5%) vs Oct 31, 2024
1% of the stored float. Published Nov 26, 2024.
Settlement Oct 31, 2024
16,966,848 shares short
-1,193,911 shares (-6.6%) vs Oct 15, 2024
1% of the stored float. Published Nov 11, 2024.
Settlement Oct 15, 2024
18,160,759 shares short
+289,615 shares (+1.6%) vs Sep 30, 2024
1.1% of the stored float. Published Oct 24, 2024.
Settlement Sep 30, 2024
17,871,144 shares short
+1,634,147 shares (+10.1%) vs Sep 13, 2024
1.1% of the stored float. Published Oct 9, 2024.
Settlement Sep 13, 2024
16,236,997 shares short
+273,076 shares (+1.7%) vs Aug 30, 2024
1% of the stored float. Published Sep 24, 2024.
Settlement Aug 30, 2024
15,963,921 shares short
-2,455,826 shares (-13.3%) vs Aug 15, 2024
1% of the stored float. Published Sep 11, 2024.
Settlement Aug 15, 2024
18,419,747 shares short
+931,631 shares (+5.3%) vs Jul 31, 2024
1.1% of the stored float. Published Aug 26, 2024.
Settlement Jul 31, 2024
17,488,116 shares short
+535,148 shares (+3.2%) vs Jul 15, 2024
1.1% of the stored float. Published Aug 9, 2024.
Settlement Jul 15, 2024
16,952,968 shares short
+1,514,736 shares (+9.8%) vs Jun 28, 2024
1% of the stored float. Published Jul 24, 2024.
Settlement Jun 28, 2024
15,438,232 shares short
-2,449,845 shares (-13.7%) vs Jun 14, 2024
0.9% of the stored float. Published Jul 10, 2024.
Settlement Jun 14, 2024
17,888,077 shares short
+2,389,525 shares (+15.4%) vs May 31, 2024
1.1% of the stored float. Published Jun 26, 2024.
Settlement May 31, 2024
15,498,552 shares short
+1,121,963 shares (+7.8%) vs May 15, 2024
0.9% of the stored float. Published Jun 11, 2024.
Settlement May 15, 2024
14,376,589 shares short
-1,581,754 shares (-9.9%) vs Apr 30, 2024
0.9% of the stored float. Published May 24, 2024.
Settlement Apr 30, 2024
15,958,343 shares short
+1,347,552 shares (+9.2%) vs Apr 15, 2024
1% of the stored float. Published May 9, 2024.
Settlement Apr 15, 2024
14,610,791 shares short
-394,455 shares (-2.6%) vs Mar 28, 2024
0.9% of the stored float. Published Apr 24, 2024.
Settlement Mar 28, 2024
15,005,246 shares short
-43,067 shares (-0.3%) vs Mar 15, 2024
0.9% of the stored float. Published Apr 9, 2024.
Settlement Mar 15, 2024
15,048,313 shares short
+130,831 shares (+0.9%) vs Feb 29, 2024
0.9% of the stored float. Published Mar 26, 2024.
Settlement Feb 29, 2024
14,917,482 shares short
-573,538 shares (-3.7%) vs Feb 15, 2024
0.9% of the stored float. Published Mar 11, 2024.
Settlement Feb 15, 2024
15,491,020 shares short
-2,487,161 shares (-13.8%) vs Jan 31, 2024
0.9% of the stored float. Published Feb 27, 2024.
Settlement Jan 31, 2024
17,978,181 shares short
-2,095,690 shares (-10.4%) vs Jan 12, 2024
1.1% of the stored float. Published Feb 9, 2024.
Settlement Jan 12, 2024
20,073,871 shares short
-1,868,073 shares (-8.5%) vs Dec 29, 2023
1.2% of the stored float. Published Jan 24, 2024.
Settlement Dec 29, 2023
21,941,944 shares short
-4,355,380 shares (-16.6%) vs Dec 15, 2023
1.3% of the stored float. Published Jan 10, 2024.
Settlement Dec 15, 2023
26,297,324 shares short
+4,891,053 shares (+22.8%) vs Nov 30, 2023
1.6% of the stored float. Published Dec 26, 2023.
Settlement Nov 30, 2023
21,406,271 shares short
+1,453,389 shares (+7.3%) vs Nov 15, 2023
1.3% of the stored float. Published Dec 11, 2023.
Settlement Nov 15, 2023
19,952,882 shares short
-489,036 shares (-2.4%) vs Oct 31, 2023
1.2% of the stored float. Published Nov 24, 2023.
Settlement Oct 31, 2023
20,441,918 shares short
-1,785,424 shares (-8%) vs Oct 13, 2023
1.3% of the stored float. Published Nov 9, 2023.
Settlement Oct 13, 2023
22,227,342 shares short
-1,549,164 shares (-6.5%) vs Sep 29, 2023
1.4% of the stored float. Published Oct 24, 2023.
Settlement Sep 29, 2023
23,776,506 shares short
+2,298,838 shares (+10.7%) vs Sep 15, 2023
1.5% of the stored float. Published Oct 10, 2023.
Settlement Sep 15, 2023
21,477,668 shares short
+2,033,823 shares (+10.5%) vs Aug 31, 2023
1.3% of the stored float. Published Sep 26, 2023.
Settlement Aug 31, 2023
19,443,845 shares short
-1,740,773 shares (-8.2%) vs Aug 15, 2023
1.2% of the stored float. Published Sep 11, 2023.
Settlement Aug 15, 2023
21,184,618 shares short
-7,664,053 shares (-26.6%) vs Jul 31, 2023
1.3% of the stored float. Published Aug 24, 2023.
Settlement Jul 31, 2023
28,848,671 shares short
+1,762,642 shares (+6.5%) vs Jul 14, 2023
1.8% of the stored float. Published Aug 9, 2023.
Settlement Jul 14, 2023
27,086,029 shares short
+2,608,341 shares (+10.7%) vs Jun 30, 2023
1.7% of the stored float. Published Jul 25, 2023.
Settlement Jun 30, 2023
24,477,688 shares short
-1,346,955 shares (-5.2%) vs Jun 15, 2023
1.5% of the stored float. Published Jul 11, 2023.
Settlement Jun 15, 2023
25,824,643 shares short
-2,064,896 shares (-7.4%) vs May 31, 2023
1.6% of the stored float. Published Jun 26, 2023.
Settlement May 31, 2023
27,889,539 shares short
+227,773 shares (+0.8%) vs May 15, 2023
1.7% of the stored float. Published Jun 9, 2023.
Settlement May 15, 2023
27,661,766 shares short
-3,259,050 shares (-10.5%) vs Apr 28, 2023
1.7% of the stored float. Published May 24, 2023.
Settlement Apr 28, 2023
30,920,816 shares short
+2,375,278 shares (+8.3%) vs Apr 14, 2023
1.9% of the stored float. Published May 9, 2023.
Settlement Apr 14, 2023
28,545,538 shares short
+3,493,801 shares (+13.9%) vs Mar 31, 2023
1.7% of the stored float. Published Apr 25, 2023.
Settlement Mar 31, 2023
25,051,737 shares short
+9,275,629 shares (+58.8%) vs Mar 15, 2023
1.5% of the stored float. Published Apr 11, 2023.
Settlement Mar 15, 2023
15,776,108 shares short
+4,582,304 shares (+40.9%) vs Feb 28, 2023
1% of the stored float. Published Mar 24, 2023.
Settlement Feb 28, 2023
11,193,804 shares short
+533,456 shares (+5%) vs Feb 15, 2023
0.7% of the stored float. Published Mar 9, 2023.
Settlement Feb 15, 2023
10,660,348 shares short
-1,369,843 shares (-11.4%) vs Jan 31, 2023
0.7% of the stored float. Published Feb 24, 2023.
Settlement Jan 31, 2023
12,030,191 shares short
-5,982,062 shares (-33.2%) vs Jan 13, 2023
0.7% of the stored float. Published Feb 9, 2023.
Settlement Jan 13, 2023
18,012,253 shares short
+1,128,998 shares (+6.7%) vs Dec 30, 2022
1.1% of the stored float. Published Jan 24, 2023.
Settlement Dec 30, 2022
16,883,255 shares short
-321,772 shares (-1.9%) vs Dec 15, 2022
1% of the stored float. Published Jan 10, 2023.
Settlement Dec 15, 2022
17,205,027 shares short
+1,172,929 shares (+7.3%) vs Nov 30, 2022
1.1% of the stored float. Published Dec 26, 2022.
Settlement Nov 30, 2022
16,032,098 shares short
-20,283 shares (-0.1%) vs Nov 15, 2022
1% of the stored float. Published Dec 9, 2022.
Settlement Nov 15, 2022
16,052,381 shares short
+1,440,550 shares (+9.9%) vs Oct 31, 2022
1% of the stored float. Published Nov 24, 2022.
Settlement Oct 31, 2022
14,611,831 shares short
-4,006,055 shares (-21.5%) vs Oct 14, 2022
0.9% of the stored float. Published Nov 9, 2022.
Settlement Oct 14, 2022
18,617,886 shares short
+921,077 shares (+5.2%) vs Sep 30, 2022
1.1% of the stored float. Published Oct 25, 2022.
Settlement Sep 30, 2022
17,696,809 shares short
+1,523,841 shares (+9.4%) vs Sep 15, 2022
1.1% of the stored float. Published Oct 11, 2022.
Settlement Sep 15, 2022
16,172,968 shares short
+570,821 shares (+3.7%) vs Aug 31, 2022
1% of the stored float. Published Sep 26, 2022.
Settlement Aug 31, 2022
15,602,147 shares short
+2,025,851 shares (+14.9%) vs Aug 15, 2022
1% of the stored float. Published Sep 9, 2022.
Settlement Aug 15, 2022
13,576,296 shares short
+367,242 shares (+2.8%) vs Jul 29, 2022
0.8% of the stored float. Published Aug 24, 2022.
Settlement Jul 29, 2022
13,209,054 shares short
-1,389,779 shares (-9.5%) vs Jul 15, 2022
0.8% of the stored float. Published Aug 9, 2022.
Settlement Jul 15, 2022
14,598,833 shares short
-1,434,090 shares (-8.9%) vs Jun 30, 2022
0.9% of the stored float. Published Jul 26, 2022.
Settlement Jun 30, 2022
16,032,923 shares short
-1,016,264 shares (-6%) vs Jun 15, 2022
1% of the stored float. Published Jul 11, 2022.
Settlement Jun 15, 2022
17,049,187 shares short
-1,133,580 shares (-6.2%) vs May 31, 2022
1% of the stored float. Published Jun 24, 2022.
Settlement May 31, 2022
18,182,767 shares short
-314,691 shares (-1.7%) vs May 13, 2022
1.1% of the stored float. Published Jun 9, 2022.
Settlement May 13, 2022
18,497,458 shares short
+1,241,123 shares (+7.2%) vs Apr 29, 2022
1.1% of the stored float. Published May 24, 2022.
Settlement Apr 29, 2022
17,256,335 shares short
+3,229,671 shares (+23%) vs Mar 31, 2022
1.1% of the stored float. Published May 10, 2022.
Settlement Mar 31, 2022
14,026,664 shares short
+1,452,304 shares (+11.5%) vs Mar 15, 2022
0.9% of the stored float. Published Apr 11, 2022.
Settlement Mar 15, 2022
12,574,360 shares short
-1,562,222 shares (-11.1%) vs Feb 28, 2022
0.8% of the stored float. Published Mar 24, 2022.
Settlement Feb 28, 2022
14,136,582 shares short
-17,994 shares (-0.1%) vs Feb 15, 2022
0.9% of the stored float. Published Mar 9, 2022.
Settlement Feb 15, 2022
14,154,576 shares short
-3,144,499 shares (-18.2%) vs Jan 31, 2022
0.9% of the stored float. Published Feb 24, 2022.
Settlement Jan 31, 2022
17,299,075 shares short
-1,908,253 shares (-9.9%) vs Jan 14, 2022
1.1% of the stored float. Published Feb 9, 2022.
Settlement Jan 14, 2022
19,207,328 shares short
+3,307,386 shares (+20.8%) vs Dec 31, 2021
1.2% of the stored float. Published Jan 25, 2022.
Settlement Dec 31, 2021
15,899,942 shares short
+1,690,273 shares (+11.9%) vs Dec 15, 2021
1% of the stored float. Published Jan 11, 2022.
Settlement Dec 15, 2021
14,209,669 shares short
+1,645,879 shares (+13.1%) vs Nov 30, 2021
0.9% of the stored float. Published Dec 24, 2021.
Settlement Nov 30, 2021
12,563,790 shares short
+495,497 shares (+4.1%) vs Nov 15, 2021
0.8% of the stored float. Published Dec 9, 2021.
Settlement Nov 15, 2021
12,068,293 shares short
-1,110,594 shares (-8.4%) vs Oct 29, 2021
0.7% of the stored float. Published Nov 24, 2021.
Settlement Oct 29, 2021
13,178,887 shares short
+22,779 shares (+0.2%) vs Oct 15, 2021
0.8% of the stored float. Published Nov 9, 2021.
Settlement Oct 15, 2021
13,156,108 shares short
-2,081,764 shares (-13.7%) vs Sep 30, 2021
0.8% of the stored float. Published Oct 26, 2021.
Settlement Sep 30, 2021
15,237,872 shares short
+691,607 shares (+4.8%) vs Sep 15, 2021
0.9% of the stored float. Published Oct 11, 2021.
Settlement Sep 15, 2021
14,546,265 shares short
+177,521 shares (+1.2%) vs Aug 31, 2021
0.9% of the stored float. Published Sep 24, 2021.
Settlement Aug 31, 2021
14,368,744 shares short
-1,355,295 shares (-8.6%) vs Aug 13, 2021
0.9% of the stored float. Published Sep 9, 2021.
Settlement Aug 13, 2021
15,724,039 shares short
+1,260,715 shares (+8.7%) vs Jul 30, 2021
1% of the stored float. Published Aug 24, 2021.
Settlement Jul 30, 2021
14,463,324 shares short
-1,489,947 shares (-9.3%) vs Jul 15, 2021
0.9% of the stored float. Published Aug 10, 2021.
Settlement Jul 15, 2021
15,953,271 shares short
+335,788 shares (+2.2%) vs Jun 30, 2021
1% of the stored float. Published Jul 26, 2021.
Settlement Jun 30, 2021
15,617,483 shares short
-835,568 shares (-5.1%) vs Jun 15, 2021
1% of the stored float. Published Jul 9, 2021.
Settlement Jun 15, 2021
16,453,051 shares short
+947,476 shares (+6.1%) vs May 14, 2021
1% of the stored float. Published Jun 24, 2021.
Settlement May 14, 2021
15,505,575 shares short
+1,847,382 shares (+13.5%) vs Apr 30, 2021
0.9% of the stored float. Published May 25, 2021.
Settlement Apr 30, 2021
13,658,193 shares short
+397,840 shares (+3%) vs Apr 15, 2021
0.8% of the stored float. Published May 11, 2021.
Settlement Apr 15, 2021
13,260,353 shares short
-3,593,409 shares (-21.3%) vs Mar 31, 2021
0.8% of the stored float. Published Apr 26, 2021.
Settlement Mar 31, 2021
16,853,762 shares short
-1,153,935 shares (-6.4%) vs Mar 15, 2021
1% of the stored float. Published Apr 9, 2021.
Settlement Mar 15, 2021
18,007,697 shares short
-194,898 shares (-1.1%) vs Feb 26, 2021
1.1% of the stored float. Published Mar 24, 2021.
Settlement Feb 26, 2021
18,202,595 shares short
+3,884,235 shares (+27.1%) vs Jan 29, 2021
1.1% of the stored float. Published Mar 9, 2021.
Settlement Jan 29, 2021
14,318,360 shares short
-1,421,529 shares (-9%) vs Jan 15, 2021
0.9% of the stored float. Published Feb 9, 2021.
Settlement Jan 15, 2021
15,739,889 shares short
1% of the stored float. Published Jan 26, 2021.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest
Through Nov 13, 2026
Recorded amounts and dates, not confirmation of cash received.
| Ex-date | Event | Recorded detail |
|---|---|---|
| Nov 13, 2026 | Cash dividend | USD 0.32 per shareRecorded pay date: Nov 27, 2026 (pending) |
| Aug 14, 2026 | Cash dividend | USD 0.32 per shareRecorded pay date: Aug 28, 2026 (past date) |
| May 8, 2026 | Cash dividend | USD 0.32 per shareRecorded pay date: May 22, 2026 (past date) |
| Feb 13, 2026 | Cash dividend | USD 0.32 per shareRecorded pay date: Feb 27, 2026 (past date) |
| Nov 14, 2025 | Cash dividend | USD 0.27 per shareRecorded pay date: Nov 28, 2025 (past date) |
| Aug 8, 2025 | Cash dividend | USD 0.27 per shareRecorded pay date: Aug 22, 2025 (past date) |
| May 9, 2025 | Cash dividend | USD 0.27 per shareRecorded pay date: May 23, 2025 (past date) |
| Feb 14, 2025 | Cash dividend | USD 0.27 per shareRecorded pay date: Feb 28, 2025 (past date) |
| Nov 8, 2024 | Cash dividend | USD 0.25 per shareRecorded pay date: Nov 22, 2024 (past date) |
| Aug 9, 2024 | Cash dividend | USD 0.25 per shareRecorded pay date: Aug 23, 2024 (past date) |
| May 9, 2024 | Cash dividend | USD 0.25 per shareRecorded pay date: May 24, 2024 (past date) |
| Feb 8, 2024 | Cash dividend | USD 0.25 per shareRecorded pay date: Feb 23, 2024 (past date) |
| Nov 9, 2023 | Cash dividend | USD 0.25 per shareRecorded pay date: Nov 24, 2023 (past date) |
| Aug 10, 2023 | Cash dividend | USD 0.25 per shareRecorded pay date: Aug 25, 2023 (past date) |
| May 11, 2023 | Cash dividend | USD 0.25 per shareRecorded pay date: May 26, 2023 (past date) |
| Feb 9, 2023 | Cash dividend | USD 0.25 per shareRecorded pay date: Feb 24, 2023 (past date) |
| Nov 9, 2022 | Cash dividend | USD 0.22 per shareRecorded pay date: Nov 25, 2022 (past date) |
| Aug 11, 2022 | Cash dividend | USD 0.22 per shareRecorded pay date: Aug 26, 2022 (past date) |
| May 12, 2022 | Cash dividend | USD 0.2 per shareRecorded pay date: May 27, 2022 (past date) |
| Feb 10, 2022 | Cash dividend | USD 0.2 per shareRecorded pay date: Feb 25, 2022 (past date) |
| Nov 10, 2021 | Cash dividend | USD 0.18 per shareRecorded pay date: Nov 26, 2021 (past date) |
| Aug 12, 2021 | Cash dividend | USD 0.18 per shareRecorded pay date: Aug 27, 2021 (past date) |
| May 13, 2021 | Cash dividend | USD 0.18 per shareRecorded pay date: May 28, 2021 (past date) |
| Feb 11, 2021 | Cash dividend | USD 0.18 per shareRecorded pay date: Feb 26, 2021 (past date) |
| Nov 12, 2020 | Cash dividend | USD 0.18 per shareRecorded pay date: Nov 27, 2020 (past date) |
| Aug 6, 2020 | Cash dividend | USD 0.18 per shareRecorded pay date: Aug 28, 2020 (past date) |
| May 7, 2020 | Cash dividend | USD 0.18 per shareRecorded pay date: May 22, 2020 (past date) |
| Feb 13, 2020 | Cash dividend | USD 0.18 per shareRecorded pay date: Feb 28, 2020 (past date) |
| Nov 7, 2019 | Cash dividend | USD 0.17 per shareRecorded pay date: Nov 22, 2019 (past date) |
| Aug 8, 2019 | Cash dividend | USD 0.17 per shareRecorded pay date: Aug 23, 2019 (past date) |
| May 14, 2019 | Cash dividend | USD 0.17 per shareRecorded pay date: May 29, 2019 (past date) |
| Feb 13, 2019 | Cash dividend | USD 0.17 per shareRecorded pay date: Feb 28, 2019 (past date) |
| Nov 8, 2018 | Cash dividend | USD 0.13 per shareRecorded pay date: Nov 23, 2018 (past date) |
| Aug 9, 2018 | Cash dividend | USD 0.13 per shareRecorded pay date: Aug 24, 2018 (past date) |
| May 10, 2018 | Cash dividend | USD 0.1 per shareRecorded pay date: May 25, 2018 (past date) |
| Feb 8, 2018 | Cash dividend | USD 0.1 per shareRecorded pay date: Feb 23, 2018 (past date) |
| Nov 9, 2017 | Cash dividend | USD 0.08 per shareRecorded pay date: Nov 24, 2017 (past date) |
| Aug 9, 2017 | Cash dividend | USD 0.08 per shareRecorded pay date: Aug 25, 2017 (past date) |
| May 10, 2017 | Cash dividend | USD 0.08 per shareRecorded pay date: May 26, 2017 (past date) |
| Feb 8, 2017 | Cash dividend | USD 0.08 per shareRecorded pay date: Feb 24, 2017 (past date) |
| Nov 9, 2016 | Cash dividend | USD 0.07 per shareRecorded pay date: Nov 28, 2016 (past date) |
| Aug 10, 2016 | Cash dividend | USD 0.07 per shareRecorded pay date: Aug 26, 2016 (past date) |
| May 11, 2016 | Cash dividend | USD 0.07 per shareRecorded pay date: May 27, 2016 (past date) |
| Feb 10, 2016 | Cash dividend | USD 0.06 per shareRecorded pay date: Feb 26, 2016 (past date) |
| Nov 4, 2015 | Cash dividend | USD 0.06 per shareRecorded pay date: Nov 20, 2015 (past date) |
| Aug 5, 2015 | Cash dividend | USD 0.06 per shareRecorded pay date: Aug 21, 2015 (past date) |
| May 6, 2015 | Cash dividend | USD 0.06 per shareRecorded pay date: May 22, 2015 (past date) |
| Feb 5, 2015 | Cash dividend | USD 0.06 per shareRecorded pay date: Feb 20, 2015 (past date) |
| Nov 5, 2014 | Cash dividend | USD 0.06 per shareRecorded pay date: Nov 21, 2014 (past date) |
| Aug 6, 2014 | Cash dividend | USD 0.06 per shareRecorded pay date: Aug 22, 2014 (past date) |
| May 7, 2014 | Cash dividend | USD 0.06 per shareRecorded pay date: May 23, 2014 (past date) |
| Feb 5, 2014 | Cash dividend | USD 0.06 per shareRecorded pay date: Feb 21, 2014 (past date) |
| Nov 6, 2013 | Cash dividend | USD 0.06 per shareRecorded pay date: Nov 22, 2013 (past date) |
| Aug 7, 2013 | Cash dividend | USD 0.06 per shareRecorded pay date: Aug 23, 2013 (past date) |
| May 8, 2013 | Cash dividend | USD 0.06 per shareRecorded pay date: May 24, 2013 (past date) |
| Feb 6, 2013 | Cash dividend | USD 0.06 per shareRecorded pay date: Feb 22, 2013 (past date) |
| Nov 7, 2012 | Cash dividend | USD 0.06 per shareRecorded pay date: Nov 23, 2012 (past date) |
| Aug 8, 2012 | Cash dividend | USD 0.06 per shareRecorded pay date: Aug 24, 2012 (past date) |
| May 9, 2012 | Cash dividend | USD 0.06 per shareRecorded pay date: May 25, 2012 (past date) |
| Feb 8, 2012 | Cash dividend | USD 0.06 per shareRecorded pay date: Feb 24, 2012 (past date) |
| Nov 8, 2011 | Cash dividend | USD 0.06 per shareRecorded pay date: Nov 25, 2011 (past date) |
| Aug 10, 2011 | Cash dividend | USD 0.06 per shareRecorded pay date: Aug 26, 2011 (past date) |
| May 4, 2011 | Cash dividend | USD 0.06 per shareRecorded pay date: May 20, 2011 (past date) |
| Feb 9, 2011 | Cash dividend | USD 0.06 per shareRecorded pay date: Feb 25, 2011 (past date) |
| Nov 9, 2010 | Cash dividend | USD 0.06 per shareRecorded pay date: Nov 26, 2010 (past date) |
| Aug 11, 2010 | Cash dividend | USD 0.06 per shareRecorded pay date: Aug 27, 2010 (past date) |
| May 5, 2010 | Cash dividend | USD 0.06 per shareRecorded pay date: May 21, 2010 (past date) |
| Feb 10, 2010 | Cash dividend | USD 0.06 per shareRecorded pay date: Feb 26, 2010 (past date) |
| Nov 10, 2009 | Cash dividend | USD 0.06 per shareRecorded pay date: Nov 27, 2009 (past date) |
| Aug 12, 2009 | Cash dividend | USD 0.06 per shareRecorded pay date: Aug 28, 2009 (past date) |
| May 6, 2009 | Cash dividend | USD 0.06 per shareRecorded pay date: May 22, 2009 (past date) |
| Feb 11, 2009 | Cash dividend | USD 0.06 per shareRecorded pay date: Feb 27, 2009 (past date) |
| Nov 12, 2008 | Cash dividend | USD 0.06 per shareRecorded pay date: Nov 28, 2008 (past date) |
| Aug 6, 2008 | Cash dividend | USD 0.06 per shareRecorded pay date: Aug 22, 2008 (past date) |
| May 7, 2008 | Cash dividend | USD 0.05 per shareRecorded pay date: May 23, 2008 (past date) |
| Feb 6, 2008 | Cash dividend | USD 0.05 per shareRecorded pay date: Feb 22, 2008 (past date) |
| Nov 7, 2007 | Cash dividend | USD 0.05 per shareRecorded pay date: Nov 23, 2007 (past date) |
| May 9, 2007 | Cash dividend | USD 0.05 per shareRecorded pay date: May 25, 2007 (past date) |
| Feb 7, 2007 | Cash dividend | USD 0.05 per shareRecorded pay date: Feb 23, 2007 (past date) |
| Nov 6, 2006 | Cash dividend | USD 0.05 per shareRecorded pay date: Nov 22, 2006 (past date) |
| Aug 4, 2006 | Cash dividend | USD 0.03 per shareRecorded pay date: Aug 22, 2006 (past date) |
| May 4, 2006 | Cash dividend | USD 0.03 per shareRecorded pay date: May 22, 2006 (past date) |
| Feb 6, 2006 | Cash dividend | USD 0.025 per shareRecorded pay date: Feb 22, 2006 (past date) |
| Nov 7, 2005 | Cash dividend | USD 0.025 per shareRecorded pay date: Nov 23, 2005 (past date) |
| May 31, 2000 | Forward split | 3 for 2Each 2 pre-split shares become 3 post-split shares. |
| Jul 2, 1999 | Forward split | 2 for 1Each 1 pre-split share becomes 2 post-split shares. |
| Dec 14, 1998 | Forward split | 3 for 2Each 2 pre-split shares become 3 post-split shares. |
| Sep 16, 1997 | Forward split | 3 for 2Each 2 pre-split shares become 3 post-split shares. |
| Sep 5, 1995 | Forward split | 2 for 1Each 1 pre-split share becomes 2 post-split shares. |
| Mar 2, 1995 | Forward split | 3 for 2Each 2 pre-split shares become 3 post-split shares. |
| Jun 2, 1993 | Forward split | 3 for 2Each 2 pre-split shares become 3 post-split shares. |
| Dec 3, 1991 | Forward split | 3 for 2Each 2 pre-split shares become 3 post-split shares. |
Cash bars retain the event's recorded currency and share basis. The yield line divides recorded cash in the preceding 365 days, adjusted for intervening splits, by a verified raw close in the same currency. Special dividends are included. Future ex-dates are excluded from yield. A split changes share count, not investment value. For long shares, past entitlement depends on when you held them; short shares can create a dividend payment obligation.
Source: recorded cash-dividend and split events.
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Smart-money 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: bearish
Last trade: sell 3 days ago
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Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 1
2,332 filers reported a long position in SCHW for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
43.7%
of the 1.4B shares 13-F filers reported
Moves vs Q1 2026
6 added4 trimmed
Net shares held
-2.4%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $12.4B · 134.4M shares | 134.4M | +0.9% |
| 2 | Vanguard Capital Management LLC | $9.9B · 107.3M shares | 107.3M | -0.9% |
| 3 | Dodge & Cox | $7.1B · 77M shares | 77M | +2.6% |
| 4 | State Street Corp | $6.8B · 73.2M shares | 73.2M | +0.6% |
| 5 | JPMorgan Chase & Co | $4.5B · 49.2M shares | 49.2M | -33.4% |
| 6 | FMR LLC | $4.1B · 44.3M shares | 44.3M | +24% |
| 7 | Price T Rowe Associates Inc | $4B · 43.3M shares | 43.3M | -11% |
| 8 | Geode Capital Management, LLC | $3.4B · 37.3M shares | 37.3M | -3.6% |
| 9 | Franklin Resources Inc | $3.4B · 36.5M shares | 36.5M | +14.6% |
| 10 | Vanguard Portfolio Management LLC | $2.5B · 26.9M shares | 26.9M | +1.2% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign inHolders of more than 5% of SCHW file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Apr 29, 2026 | Vanguard Capital Management LLC13G · passive | 7.18% |
| Mar 26, 2026 | Vanguard Group Inc13G · passive · amended | 0%under 5% |
How much of SCHW’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
Window contributions are percentage points of starting stock value. The market bar is the fitted common intercept, not an index return. Market + styles + residual = stock move; opposite signs can offset. Source: daily_returns, dated security_factor_exposures × barra_factor_returns, and stored security_specific_returns; 2026-10-15–2026-11-12, model v1.2.0. Returns are dimensionless on the USD listing; no currency conversion.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-13T15:27:56.551Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| -2.34% | -1.05% | -0.11% | -1.17% | |
| -2.59% | +0.36% | -0.06% | -2.89% | |
| +1.46% | +0.43% | -0.88% | +1.92% | |
| +0.83% | +0.49% | +0.54% | -0.20% | |
| -0.22% | -1.09% | -1.88% | +2.76% | |
| -0.94% | -0.46% | +0.22% | -0.70% | |
| -0.94% | +0.50% | +1.08% | -2.53% | |
| -0.48% | +0.68% | -0.17% | -0.99% | |
| -0.60% | +0.37% | -0.94% | -0.03% | |
| +0.80% | -0.46% | +0.75% | +0.51% | |
| -1.59% | -1.77% | -0.79% | +0.98% | |
| +0.75% | -0.24% | -0.35% | +1.34% | |
| +0.64% | +0.35% | +0.68% | -0.38% | |
| +4.58% | +1.75% | -0.80% | +3.63% | |
| -0.85% | -3.95% | +0.12% | +2.98% | |
| -1.18% | +0.71% | -0.37% | -1.52% | |
| +1.36% | +2.42% | -0.70% | -0.37% | |
| +0.32% | -0.29% | -0.39% | +1.01% | |
| -0.27% | +1.19% | -0.41% | -1.06% | |
| -1.14% | -0.45% | -0.26% | -0.43% |
Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
Reading dated filing evidence…
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1Y price return -6.1%
Prices adjusted for splits; dividends excluded.
Nov 12, 2025–Nov 12, 2026. Returns are rebased to the first displayed observation. Prices use the latest stored close's share basis, linked backward through stored price returns. Marks use their recorded calendar dates, including non-trading days; their lanes do not imply a price or that an event caused a move.
Insiders: green purchases, red sales. Other lanes: 13F reporting period ends, stored earnings-calendar dates and flagged filings. Select a mark or open the dated list for its evidence.
Reported evidence, not a forecast
Below median holder quality (percentile 45.9 this quarter).
Balanced activity. Last 180 days of filings: 1 purchases, 45 sales (17 plan-flagged), 77 other records. Open-market net over the last 90 days: -$68.3M.
Text complexity increase
Value: growth stocks (less book value per dollar of price). In standard-deviation units; stock exposure, not your portfolio weight.
Read the balances behind the trades: SEC Forms 3, 4 and 5 state a reporting owner’s position, not just an amount bought or sold. These are dated filing observations, not current holdings or a trading signal.
Common Stock · Indirect · Non-derivative shares · by Trust
53,232,016 shares in the latest stored filing
Filed · report period Nov 9, 2026 · Form 4. Source: SEC filing 0000923738-26-000052. Quantities are reported units, not currency or market value.
SEC identifiers: name as filed Schwab Charles R. · reporting-owner CIK 0000923738 · issuer CIK 0000316709
Source: stored SEC Forms 3/4/5 ownership records filed Apr 27, 2026 to Nov 10, 2026; read Nov 13, 2026, 3:27 PM UTC. Exact quantities and each accession are below. A single dot is one observation, not a trend.
· 53,232,016 shares in stored record · Indirect
Report period Nov 9, 2026 · Form 4 · balance after the filing’s transactions. SEC 0000923738-26-000052
· 53,334,616 shares in stored record · Indirect
Report period Nov 3, 2026 · Form 4 · balance after the filing’s transactions. SEC 0000923738-26-000050
· 53,346,291 shares in stored record · Indirect
Report period Oct 28, 2026 · Form 4 · balance after the filing’s transactions. SEC 0000923738-26-000048
· 53,549,441 shares in stored record · Indirect
Report period Aug 27, 2026 · Form 4 · balance after the filing’s transactions. SEC 0000923738-26-000046
· 53,558,741 shares in stored record · Indirect
Report period Aug 24, 2026 · Form 4 · balance after the filing’s transactions. SEC 0000923738-26-000044
· 53,675,741 shares in stored record · Indirect
Report period Aug 17, 2026 · Form 4 · balance after the filing’s transactions. SEC 0000923738-26-000042
· 53,775,791 shares in stored record · Indirect
Report period Aug 12, 2026 · Form 4 · line origin unavailable. SEC 0000923738-26-000040
· 53,775,791 shares in stored record · Indirect
Report period Aug 11, 2026 · Form 4 · line origin unavailable. SEC 0000923738-26-000038
· 53,775,791 shares in stored record · Indirect
Report period Aug 6, 2026 · Form 4 · balance after the filing’s transactions. SEC 0000923738-26-000036
· 53,877,941 shares in stored record · Indirect
Report period Aug 3, 2026 · Form 4 · balance after the filing’s transactions. SEC 0000923738-26-000033
· 54,020,841 shares in stored record · Indirect
Report period Jul 28, 2026 · Form 4 · balance after the filing’s transactions. SEC 0000923738-26-000031
· 54,128,841 shares in stored record · Indirect
Report period Jul 24, 2026 · Form 4 · balance after the filing’s transactions. SEC 0000923738-26-000028
· 54,174,341 shares in stored record · Indirect
Report period May 22, 2026 · Form 4 · balance after the filing’s transactions. SEC 0000923738-26-000026
· 54,384,341 shares in stored record · Indirect
Report period May 19, 2026 · Form 4 · line origin unavailable. SEC 0000923738-26-000024
· 54,384,341 shares in stored record · Indirect
Report period May 15, 2026 · Form 4 · balance after the filing’s transactions. SEC 0000923738-26-000022
· 54,389,641 shares in stored record · Indirect
Report period May 4, 2026 · Form 4 · line origin unavailable. SEC 0000923738-26-000020
· 54,389,641 shares in stored record · Indirect
Report period Apr 29, 2026 · Form 4 · balance after the filing’s transactions. SEC 0000923738-26-000018
· 55,673,384 shares in stored record · Indirect
Report period Apr 23, 2026 · Form 4 · balance after the filing’s transactions. SEC 0000923738-26-000016
Link an account to see your stake, watchlist and past holdings. A reported balance adds context to a sale or purchase: an insider may still report a substantial position. This view does not calculate a percentage sold or a combined insider total. Different classes, indirect vehicles, derivatives and joint filers may overlap; changes can also reflect awards, gifts, exercises, splits or corrections. Neither a balance nor a change predicts your return.
Available filings through Nov 13, 2026; read Nov 13, 2026, 3:27 PM UTC. Latest 240 stored rows, up to 24 distinct reporting-owner positions. The bounded sample is truncated; older or additional positions may exist. 107 rows are outside the displayed position bound or have incompatible identities and are withheld. No holdings or account data about the reader enters this public evidence.