Schwab Charles Corp
SCHW.PD- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000316709
In the last 90 days, Schwab Charles Corp insiders filed 0 open-market purchases and 29 sales; 5 institutions reported holding it in 13F filings for Q2 2026, worth $733.2K in total; no superinvestor holds it.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Schwab Charles Corp insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 0 filings
- Open-market sells
- 29 filings
- 10 insiders, $143.8M in total
- Insiders trading
- 10
- Net value
- −$143.8M
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Schwab Charles Corp, current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Ellis Stephen A | Director | 7,445 | Sep 25, 2026 | 10 |
| Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | 5,770Indirect | Sep 2, 2026 | 2 |
| Bettinger Walter W | Co-Chairman | 610,360Indirect | Aug 31, 2026 | 7 |
| Schwab Charles R. | Co-Chairman | 53,549,441Indirect | Aug 28, 2026 | 23 |
| Schwab-Pomerantz Carolyn | Director | 1,323,162Indirect | Aug 27, 2026 | 9 |
| Beatty Jonathan S | MD, Head of Advisor Services | 10,738Indirect | Aug 18, 2026 | 9 |
| Craig Jonathan M. | MD, Head of Retail Investing | 0Indirect | Aug 17, 2026 | 7 |
| Howard Dennis | MD, Chief Tech, OPS & Data Off | 6,980 | Aug 17, 2026 | 6 |
| Murtagh Nigel J | Chief Risk Officer | 57,972 | Aug 10, 2026 | 7 |
| Sneed Paula A | Director | 91,711Indirect | Aug 10, 2026 | 3 |
| Morgan Peter J. III | General Counsel | 0 | Jul 27, 2026 | 3 |
| Herringer Frank C | Director | 12,268 | Jul 6, 2026 | 6 |
| Ruffel Charles A. | Director | 11,381 | Jul 6, 2026 | 6 |
| Brown Marianne Catherine | Director | 17,353 | Jul 6, 2026 | 5 |
| Verdeschi Michael D | CFO | 47,442 | Jun 4, 2026 | 2 |
| Adams John K Jr | Director | 50,711 | May 28, 2026 | 1 |
| Dea Joan | Director | 28,440 | May 28, 2026 | 2 |
| Wurster Richard A | President & CEO | 218,409 | May 28, 2026 | 2 |
| Dodds Christopher V | Director | 5,669 | May 27, 2026 | 2 |
| Sarin Arun | Director | 12,268 | May 27, 2026 | 2 |
| Woolway Paul V | MD, Chief Banking Officer | 29,866Indirect | Apr 16, 2026 | 5 |
| Ricketts Todd M | Director | 379,767 | May 29, 2025 | 0 |
| Martin-Flickinger Gerri | Director | 5,767 | May 29, 2025 | 0 |
| Masrani Bharat | Director | 7,279 | Jan 6, 2025 | 0 |
| Clark Bernard J. | MD Head of Advisor Services | 121,666Indirect | Jun 14, 2024 | 0 |
| Levitt Brian M | Director | 7,279 | May 30, 2024 | 0 |
| Crawford Peter B. | CFO | 60,567Indirect | Apr 26, 2024 | 0 |
| Martinetto Joseph R | COO | 246,433Indirect | Apr 22, 2024 | 0 |
| Goldfarb Mark A | Director | 19,917Indirect | Apr 18, 2024 | 0 |
| Haraf William S | Director | 34,555 | May 23, 2022 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jul 6, 2021 (view filing) | Jul 6 | Same day | Schwab Charles R.Chairman | SSale | −16.4K | $71.82 | −$1.18M | −0.1%32.0M after | |
| Jul 13, 2021 (view filing) | Jul 12-13 | 1 day | Schwab Charles R.Chairman | SSale | −39.6K | $71.31 | −$2.82M | −0.1%32.0M after | 3 lots |
| Jul 21, 2021 (view filing) | Jul 21 | Same day | Schwab Charles R.Chairman | SSale | −2.60K | $70.00 | −$182.0K | 0.0%32.0M after | |
| Aug 9, 2021 (view filing) | Aug 6-9 | 3 days | Schwab Charles R.Chairman | SSale | −109.4K | $71.39 | −$7.81M | −0.3%31.9M after | 2 lots |
| Aug 16, 2021 (view filing) | Aug 13 | 3 days | Schwab Charles R.Chairman | SSale | −70.0K | $74.14 | −$5.19M | −0.1%84.2M after | |
| Aug 16, 2021 (view filing) | Aug 16 | Same day | Schwab Charles R.Chairman | SSale | −28.0K | $72.54 | −$2.03M | −0.1%31.9M after | |
| Aug 23, 2021 (view filing) | Aug 23 | Same day | Schwab Charles R.Chairman | SSale | −28.0K | $72.31 | −$2.02M | −0.1%31.8M after | |
| Aug 24, 2021 (view filing) | Aug 23 | 1 day | Sneed Paula ADirector | SSale | −26.9K | $72.48 | −$1.95M | −19.0%114.6K after | |
| Aug 24, 2021 (view filing) | Aug 23 | 1 day | Crawford Peter B.EVP and CFO | SSale | −4.50K | $72.42 | −$325.9K | −13.8%28.0K after | |
| Aug 25, 2021 (view filing) | Aug 25 | Same day | Schwab Charles R.Chairman | SSale | −70.0K | $74.49 | −$5.21M | −0.1%84.2M after | |
| Aug 26, 2021 (view filing) | Aug 25 | 1 day | Murtagh Nigel JEVP - Corporate Risk | SSale | −25.0K | $74.76 | −$1.87M | −30.3%57.5K after | |
| Aug 30, 2021 (view filing) | Aug 30 | Same day | Schwab Charles R.Chairman | SSale | −28.0K | $75.10 | −$2.10M | −0.1%31.8M after | |
| Aug 30, 2021 (view filing) | Aug 27 | 3 days | Morgan Peter J. IIIEVP and General Counsel | SSale | −1.04K | $75.58 | −$78.8K | −100.0%0 after | |
| Sep 7, 2021 (view filing) | Sep 7 | Same day | Schwab Charles R.Chairman | SSale | −28.0K | $71.91 | −$2.01M | −0.1%31.8M after | |
| Sep 13, 2021 (view filing) | Sep 13 | Same day | Schwab Charles R.Chairman | SSale | −21.7K | $71.80 | −$1.56M | −0.1%31.7M after | |
| Sep 14, 2021 (view filing) | Sep 14 | Same day | Schwab Charles R.Chairman | SSale | −6.31K | $72.00 | −$454.2K | 0.0%31.7M after | |
| Sep 22, 2021 (view filing) | Sep 22 | Same day | Schwab Charles R.Chairman | SSale | −14.0K | $70.02 | −$980.3K | 0.0%31.7M after | |
| Sep 23, 2021 (view filing) | Sep 23 | Same day | Schwab Charles R.Chairman | SSale | −14.0K | $72.00 | −$1.01M | 0.0%31.7M after | |
| Sep 27, 2021 (view filing) | Sep 27 | Same day | Schwab Charles R.Chairman | SSale | −28.0K | $77.04 | −$2.16M | −0.1%31.7M after | |
| Sep 28, 2021 (view filing) | Sep 28 | Same day | Craig Jonathan M.Senior EVP | SSale | −902 | $77.96 | −$70.3K | −100.0%0 after | |
| Oct 4, 2021 (view filing) | Oct 4 | Same day | Schwab Charles R.Chairman | SSale | −28.0K | $74.47 | −$2.09M | −0.1%31.7M after | |
| Oct 12, 2021 (view filing) | Oct 11 | 1 day | Schwab Charles R.Chairman | SSale | −28.0K | $78.50 | −$2.20M | −0.1%31.6M after | |
| Oct 12, 2021 (view filing) | Oct 11 | 1 day | Craig Jonathan M.Senior EVP | SSale | −11.6K | $77.98 | −$904.4K | −100.0%0 after | |
| Oct 12, 2021 (view filing) | Oct 11 | 1 day | Martinetto Joseph RSenior EVP and COO | SSale | −25.5K | $78.05 | −$1.99M | −11.0%206.7K after | |
| Oct 12, 2021 (view filing) | Oct 11 | 1 day | Clark Bernard J.EVP - Advisor Services | SSale | −30.0K | $78.16 | −$2.34M | −29.3%72.3K after | |
| Oct 15, 2021 (view filing) | Oct 15 | Same day | Martinetto Joseph RSenior EVP and COO | SSale | −35.5K | $80.53 | −$2.86M | −15.3%196.6K after | 2 lots |
| Oct 19, 2021 (view filing) | Oct 18 | 1 day | Dodds Christopher VDirector | SSale | −11.1K | $80.38 | −$891.7K | −2.5%439.8K after | |
| Oct 19, 2021 (view filing) | Oct 18 | 1 day | Schwab Charles R.Chairman | SSale | −13.0K | $80.34 | −$1.04M | 0.0%83.6M after | |
| Oct 19, 2021 (view filing) | Oct 19 | Same day | Bettinger Walter WCEO | SSale | −245.2K | $81.12 | −$19.9M | −54.1%207.9K after | |
| Oct 20, 2021 (view filing) | Oct 20 | Same day | Schwab Charles R.Chairman | SSale | −185.3K | $81.18 | −$15.0M | −0.2%83.1M after | |
| Oct 21, 2021 (view filing) | Oct 20 | 1 day | Bettinger Walter WCEO | SSale | −206.0K | $81.19 | −$16.7M | −49.8%207.9K after | |
| Oct 25, 2021 (view filing) | Oct 22 | 3 days | Schwab Charles R.Chairman | SSale | −120.0K | $82.56 | −$9.91M | −0.1%82.9M after | |
| Oct 25, 2021 (view filing) | Oct 22 | 3 days | Crawford Peter B.EVP and CFO | SSale | −11.0K | $83.38 | −$917.2K | −39.3%17.0K after | |
| Oct 25, 2021 (view filing) | Oct 22 | 3 days | Murtagh Nigel JEVP - Corporate Risk | SSale | −28.0K | $83.26 | −$2.33M | −32.8%57.5K after | |
| Oct 25, 2021 (view filing) | Oct 25 | Same day | Schwab Charles R.Chairman | SSale | −23.7K | $83.05 | −$1.97M | 0.0%82.9M after | |
| Oct 25, 2021 (view filing) | Oct 25 | Same day | Clark Bernard J.EVP - Advisor Services | SSale | −300 | $84.00 | −$25.2K | −0.4%72.3K after | |
| Oct 25, 2021 (view filing) | Oct 25 | Same day | Martinetto Joseph RSenior EVP and COO | SSale | −230 | $83.99 | −$19.3K | −0.1%196.6K after | |
| Oct 27, 2021 (view filing) | Oct 26 | 1 day | Martinetto Joseph RSenior EVP and COO | SSale | −25.3K | $83.99 | −$2.12M | −11.4%196.6K after | |
| Oct 27, 2021 (view filing) | Oct 26 | 1 day | Schwab Charles R.Chairman | SSale | −96.3K | $83.72 | −$8.06M | −0.1%82.8M after | |
| Oct 27, 2021 (view filing) | Oct 27 | Same day | Schwab Charles R.Chairman | SSale | −768 | $83.00 | −$63.7K | 0.0%81.9M after | |
| Oct 27, 2021 (view filing) | Oct 26 | 1 day | Clark Bernard J.MD, EVP - Advisor Services | SSale | −28.4K | $84.00 | −$2.38M | −28.2%72.3K after | From original |
| Oct 28, 2021 (view filing) | Oct 28 | Same day | Schwab Charles R.Chairman | SSale | −155.9K | $81.80 | −$12.8M | −0.2%81.9M after | |
| Oct 29, 2021 (view filing) | Oct 29 | Same day | Schwab Charles R.Chairman | SSale | −150.0K | $82.02 | −$12.3M | −0.2%81.9M after | |
| Nov 2, 2021 (view filing) | Nov 1 | 1 day | Schwab Charles R.Chairman | SSale | −61.4K | $81.67 | −$5.01M | −0.2%31.6M after | |
| Nov 3, 2021 (view filing) | Nov 3 | Same day | Schwab Charles R.Chairman | SSale | −61.1K | $82.69 | −$5.06M | −0.2%31.5M after | |
| Nov 5, 2021 (view filing) | Nov 5 | Same day | Schwab Charles R.Chairman | SSale | −59.2K | $81.80 | −$4.84M | −0.2%31.4M after | |
| Nov 8, 2021 (view filing) | Nov 8 | Same day | Schwab Charles R.Chairman | SSale | −1.97K | $81.75 | −$161.3K | 0.0%31.4M after | |
| Nov 8, 2021 (view filing) | Nov 8 | Same day | Schwab Charles R.Chairman | SSale | −44.5K | $81.55 | −$3.63M | −0.1%81.9M after | 2 lots |
| Nov 17, 2021 (view filing) | Nov 15-16 | 2 days | Schwab Charles R.Chairman | SSale | −98.2K | $81.85 | −$8.04M | −0.1%81.0M after | 4 lots |
| Nov 19, 2021 (view filing) | Nov 18 | 1 day | Schwab Charles R.Chairman | SSale | −49.1K | $81.91 | −$4.02M | −0.1%80.9M after | 2 lots |