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Charles Schwab

Charles Schwab

American entrepreneur

CaliforniaFinance

AIProfile Summary

Charles R. Schwab (born 1937) is an American entrepreneur with an estimated net worth of ~$8.3B. Wikidata

Business & SEC Activity

SEC EDGAR lists Charles R. Schwab as an insider filer with 589 insider filings, including recent Form 4 and Form 144 submissions in early 2026. Form 4 filings report changes in an insider’s ownership of a public company’s securities, while Form 144 is a notice related to the planned sale of restricted or control securities. SEC EDGAR SEC EDGAR also links his filings to entities including SCHWAB CHARLES CORP (CIK 0000316709) and related Schwab entities. SEC EDGAR

Philanthropy

Three foundations associated with the Schwab name show a combined $10,127,277 in total assets for tax year 2023, and $0 in grants paid that year. ProPublica 990 Individually, the Schwab Silfen Foundation reported $7,007,499 in assets and $0 grants paid; the Schwab Charitable Foundation reported $2,709,128 in assets and $0 grants paid; and the John Schwab Foundation reported $410,650 in assets and $0 grants paid. ProPublica 990

Political Activity

From 2023-03-28 to 2025-09-30, FEC data shows 100 contributions totaling $9,021,668.67. FEC The top recipients were Senate Leadership Fund ($5,000,000), Congressional Leadership Fund ($2,010,000), and the Republican National Committee ($963,000), with a party breakdown showing $1,721,399.70 to Republican committees and $7,300,268.97 to PAC/Other. FEC

In the News

A NewsAPI result on 2026-02-10 linked to a The Motley Fool page titled “Charles Schwab - SCHW - Stock Price & News.” NewsAPI

AI-generated summary from wikidata, newsapi, sec_edgar, fec, propublica_990 3/10/2026 (gpt-5.2). All claims are derived from the source data shown below.

USU.S. Presence

otherU.S. economic presence

990Philanthropy

$10.1MFoundation Assets
$834KGrants Paid
3Foundations
Schwab Silfen FoundationHarrisburg, PA
Assets: $7.0MRevenue: $803KGrants: $616KTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Schwab Charitable FoundationOverland Park, KS
Private grantmaking foundation (IRS NTEE T20)
Assets: $2.7MRevenue: $148KGrants: $189KTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
John Schwab FoundationHermitage, PA
Assets: $411KRevenue: $8KGrants: $30KTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Source: ProPublica (990) annual filing · latest on record (retrieved 3/9/2026) (proPublica_990)

FECPolitical Contributions

$9.0MTotal Contributed
100Contributions
2023–2025Date Range

By Party

PAC/Other
$7.3M
REP
$1.7M

Top Recipients

SENATE LEADERSHIP FUND$5.0M
CONGRESSIONAL LEADERSHIP FUND$2.0M
REPUBLICAN NATIONAL COMMITTEE$963K
NRSC$351K
NRCC$289K
Source: FEC contribution filings · latest on record (retrieved 3/10/2026) (fec)

SECSEC Filings

589Total Filings
589Insider Filings
4,384EDGAR Mentions
0000923738Personal CIK

Associated Companies

Entities appearing alongside this person in SEC full-text search — an association, not necessarily ownership or control. Follow each link to the primary SEC record to judge for yourself.

Recent Insider Filings

4FORM 4
3/3/2026
4FORM 4
2/11/2026
144xsl144X01/primary_doc.xml
2/10/2026
144xsl144X01/primary_doc.xml
2/9/2026
4FORM 4
2/5/2026
144xsl144X01/primary_doc.xml
2/4/2026
144xsl144X01/primary_doc.xml
2/3/2026
4FORM 4
2/2/2026
144xsl144X01/primary_doc.xml
1/29/2026
4FORM 4
1/28/2026
Source: SEC EDGAR regulatory filings · latest on record (retrieved 3/9/2026) (sec_derived)

NEWSRecent News

1Total Articles
The Motley FoolTop Source
PositiveAvg. Sentiment
Charles Schwab - SCHW - Stock Price & News
Source: NewsAPI retrieved 3/9/2026 (newsapi)

PBSScore Breakdown

C
37.5
Public Benefit Score

The PBS is a weighted average of 2 components. The formula is open and versioned — the weight percentages below show how much each component contributes to the final score.

Philanthropy65% weight
4%

Evidenced charitable giving — built on what they actually give each year, not parked assets. Dominated by generosity (annual giving relative to net worth — the share of your fortune you give), plus the absolute scale of that giving, plus a small nudge for signing the Giving Pledge (a commitment, not a realized action).

Data: ProPublica 990 charitable disbursements, net worth, The Giving Pledge registry

Transparency35% weight
100%

How much sourced, public accountability data exists — net worth, political contributions, SEC filings, foundation 990s, news coverage, and a verified profile. More public disclosure scores higher.

Data: FEC, SEC EDGAR, ProPublica 990s, GDELT / NewsAPI, Wikidata

Formula (v2): PBS = 65% x Philanthropy + 35% x Transparency

Scored on 6/23/2026 on a 0–100 scale. The score uses only the signals we have populated data for. Goal Impact, Controversy, and Community Approval are deferred until that data exists — Phase 1 goal adoption, controversy detection, and community votes respectively.

All data is sourced from public records. Each section links to its original source. View on Wikidata

Charles Schwab — Public Benefit Score C (37) | Billionaire Army