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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
$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.

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. Hathi Neesha −$1.6M MD, Head Wealth Adv, Bnk, Tst sold 74% of stake
  4. Schwab-Pomerantz Carolyn −$1.0M Director sold <1% of stake
  5. 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
2026-03-03 Howard Dennis MD, Chief Tech, OPS & Data Off Sale 10b5-1 −3,839 $94.88 $364K 10,470
2026-03-03 Craig Jonathan M. MD, Head of Investor Services Sale 10b5-1 −9,032 $94.42 $853K 5,449
2026-03-03 Craig Jonathan M. MD, Head of Investor Services Sale 10b5-1 −5,449 $94.89 $517K 0
2026-03-03 Murtagh Nigel J Chief Risk Officer Sale 10b5-1 −4,463 $94.43 $421K 60,712.48
2026-03-03 Murtagh Nigel J Chief Risk Officer Sale 10b5-1 −2,740 $94.90 $260K 57,972.48
2026-03-03 Woolway Paul V MD, Chief Banking Officer Sale 10b5-1 −3,626 $94.41 $342K 32,366.44
2026-03-03 Woolway Paul V MD, Chief Banking Officer Sale 10b5-1 −2,500 $94.89 $237K 29,866.44
2026-03-02 Verdeschi Michael D CFO Grant or award · Nonqualified Stock Option (right to buy) +62,134 62,134
2026-03-02 Beatty Jonathan S MD, Head of Advisor Services Grant or award · Nonqualified Stock Option (right to buy) +24,509 24,509
2026-03-02 Woolway Paul V MD, Chief Banking Officer Option exercise 10b5-1 +15,884 $52.05 $827K 25,153
2026-03-02 Woolway Paul V MD, Chief Banking Officer Sale 10b5-1 −7,942 $94.23 $748K 43,934.44
2026-03-02 Woolway Paul V MD, Chief Banking Officer Sale 10b5-1 −7,942 $96.00 $762K 35,992.44
2026-03-02 Woolway Paul V MD, Chief Banking Officer Option exercise · Nonqualified Stock Option (right to buy) 10b5-1 −15,884 15,883
2026-03-02 Woolway Paul V MD, Chief Banking Officer Grant or award · Nonqualified Stock Option (right to buy) 10b5-1 +15,189 15,189
2026-03-02 Wurster Richard A President & CEO Grant or award · Nonqualified Stock Option (right to buy) +230,411 230,411
2026-03-02 Howard Dennis MD, Chief Tech, OPS & Data Off Grant or award · Nonqualified Stock Option (right to buy) +42,458 42,458
2026-03-02 Morgan Peter J. III General Counsel Grant or award · Nonqualified Stock Option (right to buy) +21,057 21,057
2026-03-02 Craig Jonathan M. MD, Head of Investor Services Grant or award · Nonqualified Stock Option (right to buy) 10b5-1 +50,052 50,052
2026-03-02 Murtagh Nigel J Chief Risk Officer Grant or award · Nonqualified Stock Option (right to buy) +30,377 30,377
2026-03-02 Bettinger Walter W Co-Chairman Grant or award · Nonqualified Stock Option (right to buy) +42,113 42,113

Page 9 of 22 · 422 trades