CIK 0000316709 · Large accelerated filer
SCHWAB CHARLES CORP
Sign in to watch- 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
- $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 |
|---|---|---|---|---|---|---|
| 2025-08-07 | Schwab-Pomerantz Carolyn Director | Sale 10b5-1 | −14,000 | $96.68 | $1.4M | 1,477,598.66 |
| 2025-08-07 | Schwab-Pomerantz Carolyn Director | Sale 10b5-1 | −400 | $97.22 | $39K | 1,477,198.66 |
| 2025-08-07 | Schwab-Pomerantz Carolyn Director | Sale 10b5-1 | −9,400 | $96.68 | $909K | 460,314 |
| 2025-08-07 | Schwab-Pomerantz Carolyn Director | Sale 10b5-1 | −200 | $97.21 | $19K | 460,114 |
| 2025-08-01 | Woolway Paul V MD, Chief Banking Officer | Sale 10b5-1 | −3,290 | $96.06 | $316K | 41,188.11 |
| 2025-07-29 | Wurster Richard A President & CEO | Sale | −20,500 | $99.16 | $2.0M | 157,189 |
| 2025-07-29 | Murtagh Nigel J Chief Risk Officer | Option exercise | +24,096 | $41.98 | $1.0M | 83,095.23 |
| 2025-07-29 | Murtagh Nigel J Chief Risk Officer | Sale | −24,096 | $97.91 | $2.4M | 58,999.23 |
| 2025-07-29 | Murtagh Nigel J Chief Risk Officer | Option exercise · Nonqualified Stock Option (right to buy) | −24,096 | 0 | ||
| 2025-07-29 | Dea Joan Director | Gift | −513 | 27,673 | ||
| 2025-07-29 | Bettinger Walter W Co-Chairman | Sale | −173,876 | $98.84 | $17.2M | 590,734 |
| 2025-07-03 | Schwab-Pomerantz Carolyn Director | Sale 10b5-1 | −14,400 | $91.59 | $1.3M | 1,491,598.66 |
| 2025-07-03 | Schwab-Pomerantz Carolyn Director | Sale 10b5-1 | −9,600 | $91.59 | $879K | 469,714 |
| 2025-07-01 | Brown Marianne Catherine Director | Grant or award · Restricted Stock Units | +412 | 6,525.39 | ||
| 2025-07-01 | Ruffel Charles A. Director | Grant or award · Nonqualified Stock Option (right to buy) | +1,322 | 1,322 | ||
| 2025-07-01 | Ellis Stephen A Director | Grant or award · Restricted Stock Units | +371 | 11,626.64 | ||
| 2025-07-01 | HERRINGER FRANK C Director | Grant or award · Restricted Stock Units | +227 | 149,266.35 | ||
| 2025-07-01 | HERRINGER FRANK C Director | Grant or award · Nonqualified Stock Option (right to buy) | +909 | 909 | ||
| 2025-07-01 | Woolway Paul V MD, Chief Banking Officer | Sale 10b5-1 | −3,290 | $90.95 | $299K | 35,864.11 |
| 2025-07-01 | Beatty Jonathan S MD, Head of Advisor Services | Shares withheld for taxes | −1,035 | $90.74 | $94K | 43,340 |
Page 16 of 22 · 422 trades