CIK 0000316709 · Large accelerated filer
SCHWAB CHARLES CORP
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- 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
- $69,957,188
- in 12 filings, $1.6M under 10b5-1 plans
Net −$69,957,188. 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.
Who's trading
90 days
- Schwab Charles R. −$39.0M Co-Chairman sold <1% of stake
- Bettinger Walter W −$28.2M Co-Chairman sold 29% of stake
- Hathi Neesha −$1.6M MD, Head Wealth Adv, Bnk, Tst sold 74% of stake
- Schwab-Pomerantz Carolyn −$1.0M Director sold <1% of stake
- Beatty Jonathan S −$111K MD, Head of Advisor Services sold 9% 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 |
|---|---|---|---|---|---|---|
| 2026-01-22 | Beatty Jonathan S MD, Head of Advisor Services | Sale 10b5-1 | −2,000 | $105.00 | $210K | 21,768 |
| 2026-01-22 | Beatty Jonathan S MD, Head of Advisor Services | Option exercise · Nonqualified Stock Option (right to buy) 10b5-1 | −2,000 | 0 | ||
| 2026-01-02 | Brown Marianne Catherine Director | Grant or award · Restricted Stock Units | +394 | 7,365.22 | ||
| 2026-01-02 | Ruffel Charles A. Director | Grant or award · Nonqualified Stock Option (right to buy) | +1,317 | 1,317 | ||
| 2026-01-02 | Ellis Stephen A Director | Grant or award · Restricted Stock Units | +357 | 12,417.76 | ||
| 2026-01-02 | HERRINGER FRANK C Director | Grant or award · Restricted Stock Units | +431 | 150,782.73 | ||
| 2025-12-23 | Beatty Jonathan S MD, Head of Advisor Services | Option exercise 10b5-1 | +2,000 | $46.39 | $93K | 43,340 |
| 2025-12-23 | Beatty Jonathan S MD, Head of Advisor Services | Sale 10b5-1 | −2,000 | $102.01 | $204K | 11,923 |
| 2025-12-23 | Beatty Jonathan S MD, Head of Advisor Services | Option exercise · Nonqualified Stock Option (right to buy) 10b5-1 | −2,000 | 2,000 | ||
| 2025-12-16 | Ellis Stephen A Director | Option exercise | +1,922 | $31.98 | $61K | 6,660 |
| 2025-12-16 | Ellis Stephen A Director | Option exercise · Nonqualified Stock Option (right to buy) | −1,922 | 0 | ||
| 2025-11-19 | Ruffel Charles A. Director | Gift | −8,372 | 9,778.69 | ||
| 2025-11-13 | SNEED PAULA A Director | Gift | −8,680 | 96,974.16 | ||
| 2025-11-12 | Beatty Jonathan S MD, Head of Advisor Services | Option exercise 10b5-1 | +3,072 | $46.39 | $143K | 43,340 |
| 2025-11-12 | Beatty Jonathan S MD, Head of Advisor Services | Sale 10b5-1 | −3,072 | $98.00 | $301K | 11,923 |
| 2025-11-12 | Beatty Jonathan S MD, Head of Advisor Services | Option exercise · Nonqualified Stock Option (right to buy) 10b5-1 | −3,072 | 4,000 | ||
| 2025-11-12 | Murtagh Nigel J Chief Risk Officer | Gift | −1,032.4 | 57,972.48 | ||
| 2025-11-12 | Schwab Charles R. Co-Chairman | Gift | −52,500 | 56,119,454 | ||
| 2025-11-10 | Schwab-Pomerantz Carolyn Director | Gift | −298 | 1,434,558.66 | ||
| 2025-11-10 | Bettinger Walter W Co-Chairman | Gift | −61,388 | 529,346 |
Page 13 of 22 · 422 trades