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CIK 0000316709 · Large accelerated filer

SCHWAB CHARLES CORP

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Ticker
SCHW
Exchange
NYSE
Industry
Security Brokers, Dealers & Flotation Companies
FY end
Dec 31
Incorporated
DE
Entity type
operating
EIN
943025021
Phone
817-859-5000
Business address
3000 SCHWAB WAY, WESTLAKE, TX, 76262

Securities

  • SCHW Charles Schwab Corporation (The) Common Stock NYSE
  • SCHW-PD The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D NYSE
  • SCHW-PJ The Charles Schwab Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.450% Non-Cumulative Perpetual Preferred Stock, Series J NYSE
Open-market buys, last 90 days
$0
in 0 filings
Open-market sales, last 90 days
$72,384,876
in 13 filings, $4.1M under 10b5-1 plans

Net −$72,384,876. Shares bought or sold at a price by officers, directors and 10% owners (Form 4 codes P and S). Grants, option exercises and tax withholding aren't counted.

Pace of trading Bought Sold

Who's trading

90 days

  1. Schwab Charles R. −$39.0M Co-Chairman sold <1% of stake
  2. Bettinger Walter W −$28.2M Co-Chairman sold 29% of stake
  3. Craig Jonathan M. −$2.4M MD, Head of Retail Investing sold 100% of stake
  4. Hathi Neesha −$1.6M MD, Head Wealth Adv, Bnk, Tst sold 74% of stake
  5. Schwab-Pomerantz Carolyn −$1.0M Director sold <1% of stake

Reading 100 more Form 4s from the SEC; this list fills in as they're read.

Date Insider Transaction Shares Price Value Owned after
2026-03-02 Schwab Charles R. Co-Chairman Grant or award · Nonqualified Stock Option (right to buy) +72,489 72,489
2026-03-01 Woolway Paul V MD, Chief Banking Officer Grant or award 10b5-1 +8,156 38,022.44
2026-03-01 Woolway Paul V MD, Chief Banking Officer Shares withheld for taxes 10b5-1 −2,030 $90.31 $183K 35,992.44
2026-03-01 Wurster Richard A President & CEO Grant or award +62,140 219,329
2026-03-01 Wurster Richard A President & CEO Shares withheld for taxes −22,879 $95.31 $2.2M 196,450
2026-03-01 Howard Dennis MD, Chief Tech, OPS & Data Off Grant or award +16,312 26,782
2026-03-01 Howard Dennis MD, Chief Tech, OPS & Data Off Shares withheld for taxes −6,204 $95.31 $591K 20,578
2026-03-01 Morgan Peter J. III General Counsel Grant or award +11,263 11,263
2026-03-01 Morgan Peter J. III General Counsel Shares withheld for taxes −4,311 $95.31 $411K 6,952
2026-03-01 Craig Jonathan M. MD, Head of Investor Services Grant or award 10b5-1 +25,633 25,633
2026-03-01 Craig Jonathan M. MD, Head of Investor Services Shares withheld for taxes 10b5-1 −11,152 $95.31 $1.1M 14,481
2026-03-01 Murtagh Nigel J Chief Risk Officer Grant or award +16,312 74,284.48
2026-03-01 Murtagh Nigel J Chief Risk Officer Shares withheld for taxes −9,109 $95.31 $868K 65,175.48
2026-03-01 Bettinger Walter W Co-Chairman Grant or award +141,757 141,757
2026-03-01 Bettinger Walter W Co-Chairman Shares withheld for taxes −60,743 $95.31 $5.8M 81,014
2026-03-01 Schwab Charles R. Co-Chairman Grant or award +38,838 38,838
2026-03-01 Schwab Charles R. Co-Chairman Shares withheld for taxes −15,283 $95.31 $1.5M 0
2026-02-27 Beatty Jonathan S MD, Head of Advisor Services Sale −2,030 $95.30 $193K 19,738
2026-02-26 Ellis Stephen A Director Sale −10,725 $96.57 $1.0M 87,562.53
2026-02-25 Howard Dennis MD, Chief Tech, OPS & Data Off Option exercise 10b5-1 +27,903 $64.10 $1.8M 38,373

Page 10 of 12 · 228 trades