Loading…
StockAnalyzerLoading…
| 28.10.2026 | Evercore ISI Group | In-Line | 98 |
| 21.10.2026 | Morgan Stanley | Overweight | 132 |
| 19.10.2026 | BMO Capital | Market Perform | 97 |
| 16.10.2026 | Barclays | Overweight | 115 |
| 16.10.2026 | UBS | Buy | 109 |
| 16.10.2026 | Wells Fargo | Equal-Weight | 103 |
| 16.10.2026 | JP Morgan | Overweight | 147 |
| 16.10.2026 | Evercore ISI Group | In-Line | 104 |
| Blackrock Inc. | 7.8% | 30.06.2026 |
| Vanguard Capital Management LLC | 6.2% | 30.06.2026 |
| Dodge & Cox Inc. | 4.4% | 30.06.2026 |
| State Street Corporation | 4.2% | 30.06.2026 |
| JPMORGAN CHASE & CO | 2.8% | 30.06.2026 |
| FMR, LLC | 2.6% | 30.06.2026 |
| Price (T.Rowe) Associates Inc | 2.5% | 30.06.2026 |
| Geode Capital Management, LLC | 2.2% | 30.06.2026 |
| Franklin Resources, Inc. | 2.1% | 30.06.2026 |
| Vanguard Portfolio Management LLC | 1.6% | 30.06.2026 |
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Avg change | 2.8% | 1.7% | 1.2% | 1.2% | 1.8% | -0.6% | 3.8% | -1.6% | 1.1% | 2.7% | 3.8% | 4.3% |
| Years up | 51.3% | 48.7% | 59.0% | 56.4% | 51.3% | 43.6% | 61.5% | 48.7% | 47.5% | 65.0% | 53.8% | 66.7% |
Pale — fewer than 10 years of data. Context, not a signal: past months do not repeat by themselves.
Facts about the trend, not a forecast. RSI “overbought” historically did not hurt on its own.
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.0% | 2026-06-30 |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | 3.0% | 2026-06-30 |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 2.5% | 2026-06-30 |
| iShares Trust-iShares Core S&P 500 ETF | 1.3% | 2026-09-30 |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 1.2% | 2026-08-31 |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | 1.2% | 2026-09-30 |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | 0.9% | 2026-06-30 |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | 0.9% | 2026-06-30 |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | 0.6% | 2026-09-30 |
| PUTNAM LARGE CAP VALUE FUND | 0.6% | 2026-07-31 |
| 29.10.2026 | SCHWAB CHARLES R JR. Chairman of the Board | Sale at price 88.36 - 89.50 per share. | 203,150 | 18,105,625 |
| 01.10.2026 | HATHI NEESHA Officer | Sale at price 97.80 per share. | 5,000 | 489,007 |
| 01.10.2026 | HATHI NEESHA Officer | Conversion of Exercise of derivative security at price 41.98 per share. | 5,000 | 209,900 |
| 01.09.2026 | HATHI NEESHA Officer | Sale at price 109.04 per share. | 3,177 | 346,428 |
| 01.09.2026 | HATHI NEESHA Officer | Conversion of Exercise of derivative security at price 52.05 per share. | 3,177 | 165,363 |
| 28.08.2026 | HATHI NEESHA Officer | Sale at price 108.12 per share. | 3,177 | 343,497 |
| 28.08.2026 | BETTINGER WALTER W II Chairman of the Board | Sale at price 110.91 per share. | 74,388 | 8,250,648 |
| 28.08.2026 | BETTINGER WALTER W II Chairman of the Board | Conversion of Exercise of derivative security at price 46.81 per share. | 74,388 | 3,482,102 |
| 27.08.2026 | SCHWAB CHARLES R JR. Chairman of the Board | Stock Gift at price 0.00 per share. | 9,300 | 0 |
| 26.08.2026 | SCHWAB-POMERANTZ CAROLYN Director | Sale at price 109.25 per share. | 9,175 | 1,002,397 |
| 24.08.2026 | SCHWAB CHARLES R JR. Chairman of the Board | Sale at price 113.20 per share. | 117,000 | 13,244,412 |
| 24.08.2026 | BETTINGER WALTER W II Chairman of the Board | Sale at price 113.49 per share. | 176,210 | 19,997,368 |
| 24.08.2026 | BETTINGER WALTER W II Chairman of the Board | Conversion of Exercise of derivative security at price 46.81 per share. |
| 176,210 |
| 8,248,390 |
| 18.08.2026 | SCHWAB CHARLES R JR. Chairman of the Board | Stock Gift at price 0.00 per share. | 100,050 | 0 |
| 17.08.2026 | BEATTY JONATHAN S Officer | Sale at price 111.33 per share. | 1,000 | 111,330 |