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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.

Other share classesSCHWSCHW.PJ

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.

Insider roster for Schwab Charles Corp
NameTitleLast reported holdingLast filingFilings, past year
Ellis Stephen ADirector7,445Sep 25, 202610
Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst5,770IndirectSep 2, 20262
Bettinger Walter WCo-Chairman610,360IndirectAug 31, 20267
Schwab Charles R.Co-Chairman53,549,441IndirectAug 28, 202623
Schwab-Pomerantz CarolynDirector1,323,162IndirectAug 27, 20269
Beatty Jonathan SMD, Head of Advisor Services10,738IndirectAug 18, 20269
Craig Jonathan M.MD, Head of Retail Investing0IndirectAug 17, 20267
Howard DennisMD, Chief Tech, OPS & Data Off6,980Aug 17, 20266
Murtagh Nigel JChief Risk Officer57,972Aug 10, 20267
Sneed Paula ADirector91,711IndirectAug 10, 20263
Morgan Peter J. IIIGeneral Counsel0Jul 27, 20263
Herringer Frank CDirector12,268Jul 6, 20266
Ruffel Charles A.Director11,381Jul 6, 20266
Brown Marianne CatherineDirector17,353Jul 6, 20265
Verdeschi Michael DCFO47,442Jun 4, 20262
Adams John K JrDirector50,711May 28, 20261
Dea JoanDirector28,440May 28, 20262
Wurster Richard APresident & CEO218,409May 28, 20262
Dodds Christopher VDirector5,669May 27, 20262
Sarin ArunDirector12,268May 27, 20262
Woolway Paul VMD, Chief Banking Officer29,866IndirectApr 16, 20265
Ricketts Todd MDirector379,767May 29, 20250
Martin-Flickinger GerriDirector5,767May 29, 20250
Masrani BharatDirector7,279Jan 6, 20250
Clark Bernard J.MD Head of Advisor Services121,666IndirectJun 14, 20240
Levitt Brian MDirector7,279May 30, 20240
Crawford Peter B.CFO60,567IndirectApr 26, 20240
Martinetto Joseph RCOO246,433IndirectApr 22, 20240
Goldfarb Mark ADirector19,917IndirectApr 18, 20240
Haraf William SDirector34,555May 23, 20220

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.

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Nov 22, 2021 (view filing)Nov 22Same daySchwab Charles R.ChairmanSSale−49.1K$82.43−$4.05M−0.1%80.7M after2 lots
Nov 22, 2021 (view filing)Nov 22Same dayDea JoanDirectorSSale−1.25K$82.64−$103.3K−5.8%20.4K after
Nov 23, 2021 (view filing)Nov 23Same daySchwab Charles R.ChairmanSSale−49.1K$82.25−$4.04M−0.1%80.7M after2 lots
Dec 20, 2021 (view filing)Dec 20Same daySchwab Charles R.ChairmanSSale−60.0K$80.61−$4.84M−0.2%28.5M after
Dec 28, 2021 (view filing)Dec 271 daySchwab Charles R.ChairmanSSale−60.0K$85.43−$5.13M−0.2%28.5M after
Jan 4, 2022 (view filing)Jan 31 daySchwab Charles R.ChairmanSSale−60.0K$84.84−$5.09M−0.2%28.4M after
Jan 11, 2022 (view filing)Jan 101 daySchwab Charles R.ChairmanSSale−60.0K$90.07−$5.40M−0.2%30.9M after
Jan 13, 2022 (view filing)Jan 121 dayCraig Jonathan M.Senior EVPSSale−4.98K$95.00−$472.7K−100.0%0 after
Feb 1, 2022 (view filing)Jan 311 dayMorgan Peter J. IIIMD, EVP, and General CounselSSale−2.24K$87.14−$195.1K−32.8%4.58K after
Feb 2, 2022 (view filing)Feb 11 dayCrawford Peter B.MD, EVP, and CFOSSale−6.00K$89.38−$536.3K−28.6%15.0K after
Feb 2, 2022 (view filing)Feb 1-21 daySchwab Charles R.ChairmanSSale−120.7K$89.75−$10.8M−0.2%75.8M after2 lots
Feb 3, 2022 (view filing)Feb 3Same daySchwab Charles R.ChairmanSSale−119.3K$90.20−$10.8M−0.2%75.6M after
Feb 8, 2022 (view filing)Feb 71 daySchwab Charles R.ChairmanSSale−119.3K$92.59−$11.0M−0.2%75.5M after
Feb 8, 2022 (view filing)Feb 8Same dayMorgan Peter J. IIIMD, EVP, and General CounselSSale−4.48K$94.04−$421.3K−49.5%4.58K after
Feb 8, 2022 (view filing)Feb 71 dayCrawford Peter B.MD, EVP, and CFOSSale−7.50K$93.11−$698.3K−36.6%13.0K after
Feb 10, 2022 (view filing)Feb 91 dayWurster Richard APresidentSSale−61.4K$94.62−$5.81M−41.4%87.0K after
Feb 11, 2022 (view filing)Feb 101 daySchwab Charles R.ChairmanSSale−30.9K$95.50−$2.95M0.0%75.5M after
Feb 17, 2022 (view filing)Feb 17Same daySchwab Charles R.ChairmanSSale−58.1K$86.63−$5.04M−0.1%75.2M after
Feb 22, 2022 (view filing)Feb 22Same daySchwab Charles R.ChairmanSSale−156.9K$85.93−$13.5M−0.2%75.0M after2 lots
Mar 17, 2022 (view filing)Mar 161 dayCrawford Peter B.MD, EVP, and CFOSSale−3.11K$87.01−$270.9K−13.9%19.2K after
Mar 22, 2022 (view filing)Mar 22Same dayCrawford Peter B.MD, EVP, and CFOSSale−3.11K$91.00−$283.4K−16.2%16.1K after
Apr 7, 2022 (view filing)Apr 7Same dayCraig Jonathan M.MD, Senior EVPSSale−4.02K$80.02−$321.4K−25.0%12.1K after
Apr 25, 2022 (view filing)Apr 25Same dayBettinger Walter WCEOPPurchase+36.6K$69.49+$2.55M+12.5%329.3K after
Apr 26, 2022 (view filing)Apr 26Same dayBettinger Walter WCEOPPurchase+26.1K$68.55+$1.79M+7.9%355.4K after
Apr 28, 2022 (view filing)Apr 271 dayBettinger Walter WCEOPPurchase+4.34K$68.55+$297.6K+1.2%359.7K after
Apr 29, 2022 (view filing)Apr 28-291 dayBettinger Walter WCEOPPurchase+72.9K$67.22+$4.90M+20.3%432.6K after2 lots
May 27, 2022 (view filing)May 261 daySchwab Charles R.ChairmanSSale−147.3K$68.96−$10.2M−0.2%74.4M after
Jul 20, 2022 (view filing)Jul 20Same daySchwab Charles R.ChairmanSSale−120.0K$62.70−$7.52M−0.2%71.1M after
Jul 22, 2022 (view filing)Jul 211 daySchwab Charles R.ChairmanSSale−120.0K$62.52−$7.50M−0.2%70.5M after
Aug 1, 2022 (view filing)Jul 28-294 daysSchwab Charles R.Co-ChairmanSSale−284.9K$67.29−$19.2M−0.4%69.6M after2 lots
Aug 15, 2022 (view filing)Aug 123 daysCraig Jonathan M.Please see remarksSSale−8.03K$75.00−$602.4K−66.7%4.02K after
Nov 1, 2022 (view filing)Oct 284 daysSchwab-Pomerantz CarolynDirectorSSale−31.9K$80.01−$2.56M−5.1%596.5K after3 lots
Nov 1, 2022 (view filing)Oct 284 daysCraig Jonathan M.Please see remarksSSale−4.02K$79.08−$317.8K−100.0%0 after
Nov 2, 2022 (view filing)Oct 312 daysMorgan Peter J. IIIMD, EVP, and General CounselSSale−7.32K$80.03−$586.0K−61.5%4.58K after
Nov 2, 2022 (view filing)Oct 31-Nov 12 daysSchwab Charles R.Co-ChairmanSSale−137.2K$79.50−$10.9M−0.2%69.2M after4 lots
Nov 3, 2022 (view filing)Nov 1-22 daysSchwab-Pomerantz CarolynDirectorSSale−12.5K$79.56−$997.6K−0.7%1.73M after2 lots
Nov 7, 2022 (view filing)Nov 43 daysSchwab Charles R.Co-ChairmanSSale−135.0K$79.25−$10.7M−0.2%69.0M after2 lots
Nov 9, 2022 (view filing)Nov 81 dayMorgan Peter J. IIIMD, EVP, and General CounselSSale−1.46K$80.04−$117.1K−44.8%1.80K after
Nov 15, 2022 (view filing)Nov 114 daysSchwab Charles R.Co-ChairmanSSale−132.1K$78.29−$10.3M−0.4%31.2M after2 lots
Nov 21, 2022 (view filing)Nov 183 daysSchwab Charles R.Co-ChairmanSSale−132.1K$79.66−$10.5M−0.4%31.1M after2 lots
Dec 19, 2022 (view filing)Oct 2852 daysMurtagh Nigel JMD, Chief Risk OfficerSSale−16.2K$80.00−$1.29M−19.2%68.1K afterAmended
Jan 20, 2023 (view filing)Jan 182 daysCraig Jonathan M.Please see remarksSSale−51.1K$80.30−$4.11M−100.0%0 after2 lots
Feb 2, 2023 (view filing)Feb 11 daySchwab Charles R.Co-ChairmanSSale−121.1K$77.84−$9.42M−0.2%60.2M after
Feb 7, 2023 (view filing)Feb 3-64 daysSchwab Charles R.Co-ChairmanSSale−317.7K$79.95−$25.4M−0.5%60.2M after3 lots
Feb 8, 2023 (view filing)Feb 62 daysSneed Paula ADirectorSSale−20.9K$80.00−$1.67M−15.2%116.7K after
Feb 9, 2023 (view filing)Feb 7-82 daysSchwab Charles R.Co-ChairmanSSale−125.4K$81.30−$10.2M−0.4%30.7M after2 lots
Feb 15, 2023 (view filing)Feb 13-142 daysSchwab Charles R.Co-ChairmanSSale−123.8K$80.95−$10.0M−0.2%59.9M after2 lots
Feb 16, 2023 (view filing)Feb 142 daysHerringer Frank CDirectorSSale−9.14K$80.87−$739.1K−5.5%157.0K after
Feb 21, 2023 (view filing)Feb 165 daysRuffel Charles A.DirectorSSale−5.18K$80.88−$418.6K−30.0%12.1K after
Feb 28, 2023 (view filing)Feb 244 daysMurtagh Nigel JMD, Chief Risk OfficerSSale−10.8K$80.23−$866.2K−15.8%57.3K after