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 |
|---|---|---|---|---|---|---|
| 2026-07-21 | Murtagh Nigel J Chief Risk Officer | Sale 10b5-1 | −4,053 | $104.14 | $422K | 57,972.48 |
| 2026-07-21 | Murtagh Nigel J Chief Risk Officer | Option exercise · Nonqualified Stock Option (right to buy) 10b5-1 | −4,053 | 48,622 | ||
| 2026-07-21 | Beatty Jonathan S MD, Head of Advisor Services | Sale 10b5-1 | −2,000 | $104.21 | $208K | 11,738 |
| 2026-07-07 | Craig Jonathan M. MD, Head of Retail Investing | Option exercise 10b5-1 | +21,750 | $46.81 | $1.0M | 0 |
| 2026-07-07 | Craig Jonathan M. MD, Head of Retail Investing | Sale 10b5-1 | −21,750 | $102.01 | $2.2M | 0 |
| 2026-07-07 | Craig Jonathan M. MD, Head of Retail Investing | Option exercise · Nonqualified Stock Option (right to buy) 10b5-1 | −21,750 | 43,616 | ||
| 2026-07-07 | Beatty Jonathan S MD, Head of Advisor Services | Sale 10b5-1 | −2,000 | $102.01 | $204K | 13,738 |
| 2026-07-06 | Beatty Jonathan S MD, Head of Advisor Services | Sale 10b5-1 | −2,000 | $100.01 | $200K | 15,738 |
| 2026-07-02 | Beatty Jonathan S MD, Head of Advisor Services | Sale 10b5-1 | −2,000 | $97.03 | $194K | 17,738 |
| 2026-07-01 | Beatty Jonathan S MD, Head of Advisor Services | Shares withheld for taxes 10b5-1 | −1,036 | $92.73 | $96K | 32,459 |
| 2026-07-01 | Brown Marianne Catherine Director | Grant or award · Restricted Stock Units | +418 | 8,269.36 | ||
| 2026-07-01 | Ruffel Charles A. Director | Grant or award · Nonqualified Stock Option (right to buy) | +1,280 | 1,280 | ||
| 2026-07-01 | Ellis Stephen A Director | Grant or award · Restricted Stock Units | +379 | 13,276.46 | ||
| 2026-07-01 | HERRINGER FRANK C Director | Grant or award · Restricted Stock Units | +457 | 152,751.26 | ||
| 2026-06-23 | Ellis Stephen A Director | Option exercise | +2,258 | $25.11 | $57K | 7,445 |
| 2026-06-23 | Ellis Stephen A Director | Option exercise · Nonqualified Stock Option (right to buy) | −2,258 | 0 | ||
| 2026-06-03 | Verdeschi Michael D CFO | Shares withheld for taxes | −6,519 | $87.42 | $570K | 47,442 |
| 2026-05-28 | Wurster Richard A President & CEO | Purchase | +21,959 | $84.23 | $1.8M | 218,409 |
| 2026-05-26 | Schwab-Pomerantz Carolyn Director | Grant or award | +1,602 | 11,226 | ||
| 2026-05-26 | Schwab-Pomerantz Carolyn Director | Grant or award · Nonqualified Stock Option (right to buy) | +3,977 | 3,977 |
Page 5 of 22 · 422 trades