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 |
|---|---|---|---|---|---|---|
| 2025-09-23 | Ellis Stephen A Director | Option exercise | +2,105 | $28.55 | $60K | 6,660 |
| 2025-09-23 | Ellis Stephen A Director | Option exercise · Nonqualified Stock Option (right to buy) | −2,105 | 0 | ||
| 2025-09-04 | Schwab-Pomerantz Carolyn Director | Sale 10b5-1 | −14,400 | $96.64 | $1.4M | 1,449,256.66 |
| 2025-09-04 | Schwab-Pomerantz Carolyn Director | Sale 10b5-1 | −9,600 | $96.64 | $928K | 450,514 |
| 2025-09-02 | Woolway Paul V MD, Chief Banking Officer | Sale 10b5-1 | −3,205 | $95.20 | $305K | 37,983.11 |
| 2025-08-28 | Beatty Jonathan S MD, Head of Advisor Services | Option exercise 10b5-1 | +6,144 | $46.39 | $285K | 43,340 |
| 2025-08-28 | Beatty Jonathan S MD, Head of Advisor Services | Sale 10b5-1 | −6,144 | $96.81 | $595K | 11,923 |
| 2025-08-28 | Beatty Jonathan S MD, Head of Advisor Services | Option exercise · Nonqualified Stock Option (right to buy) 10b5-1 | −6,144 | 7,072 | ||
| 2025-08-27 | Beatty Jonathan S MD, Head of Advisor Services | Sale 10b5-1 | −3,296 | $97.18 | $320K | 11,923 |
| 2025-08-27 | Morgan Peter J. III General Counsel | Option exercise | +2,203 | $46.39 | $102K | 2,203 |
| 2025-08-27 | Morgan Peter J. III General Counsel | Option exercise | +47,813 | $64.10 | $3.1M | 50,016 |
| 2025-08-27 | Morgan Peter J. III General Counsel | Sale | −50,016 | $97.00 | $4.9M | 0 |
| 2025-08-27 | Morgan Peter J. III General Counsel | Option exercise · Nonqualified Stock Option (right to buy) | −2,203 | 0 | ||
| 2025-08-27 | Morgan Peter J. III General Counsel | Option exercise · Nonqualified Stock Option (right to buy) | −47,813 | 0 | ||
| 2025-08-27 | Schwab Charles R. Co-Chairman | Sale | −136,500 | $97.04 | $13.2M | 56,331,449 |
| 2025-08-26 | Schwab Charles R. Co-Chairman | Sale | −136,500 | $96.67 | $13.2M | 56,467,949 |
| 2025-08-25 | Schwab-Pomerantz Carolyn Director | Sale | −13,542 | $96.06 | $1.3M | 1,463,656.66 |
| 2025-08-08 | Schwab Charles R. Co-Chairman | Sale | −28,653 | $96.60 | $2.8M | 56,708,949 |
| 2025-08-08 | Schwab Charles R. Co-Chairman | Sale | −104,500 | $96.84 | $10.1M | 56,604,449 |
| 2025-08-07 | Schwab Charles R. Co-Chairman | Sale | −22,721 | $96.02 | $2.2M | 56,737,602 |
Page 15 of 22 · 422 trades