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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
Feb 10, 2026 (view filing)Feb 64 daysDodds Christopher VDirectorSSale−11.8K$104.55−$1.24M−2.6%449.4K after
Feb 5, 2026 (view filing)Feb 3-42 daysBettinger Walter WCo-ChairmanSSale−257.4K$104.03−$26.8M−32.7%529.3K after3 lots
Feb 5, 2026 (view filing)Feb 3-42 daysSchwab Charles R.Co-ChairmanSSale−164.6K$103.77−$17.1M−0.3%55.8M after2 lots
Feb 3, 2026 (view filing)Feb 21 dayMorgan Peter J. IIIGeneral CounselSSale−7.59K$104.38−$792.8K−100.0%0 after
Feb 2, 2026 (view filing)Jan 294 daysSchwab Charles R.Co-ChairmanSSale−145.7K$103.16−$15.0M−0.3%55.9M after
Jan 28, 2026 (view filing)Jan 26-282 daysSchwab Charles R.Co-ChairmanSSale−206.3K$103.13−$21.3M−0.4%56.1M after3 lots
Jan 26, 2026 (view filing)Jan 224 daysSchwab-Pomerantz CarolynDirectorSSale−42.9K$105.20−$4.51M−8.9%436.1K after4 lots
Jan 23, 2026 (view filing)Jan 221 dayBeatty Jonathan SMD, Head of Advisor ServicesSSale−2.00K$105.00−$210.0K−8.4%21.8K after10b5-1
Dec 29, 2025 (view filing)Dec 236 daysBeatty Jonathan SMD, Head of Advisor ServicesSSale−2.00K$102.01−$204.0K−14.4%11.9K after10b5-1
Nov 14, 2025 (view filing)Nov 122 daysBeatty Jonathan SMD, Head of Advisor ServicesSSale−3.07K$98.00−$301.1K−20.5%11.9K after10b5-1
Nov 10, 2025 (view filing)Nov 73 daysCraig Jonathan M.MD, Head of Investor ServicesSSale−35.2K$95.35−$3.36M−100.0%0 after
Oct 30, 2025 (view filing)Oct 28-292 daysSchwab Charles R.Co-ChairmanSSale−109.2K$94.21−$10.3M−0.2%56.2M after2 lots
Oct 3, 2025 (view filing)Oct 21 daySchwab-Pomerantz CarolynDirectorSSale−24.0K$92.55−$2.22M−5.2%440.9K after2 lots10b5-1
Oct 2, 2025 (view filing)Oct 11 dayWoolway Paul VMD, Chief Banking OfficerSSale−3.21K$93.32−$299.1K−8.4%34.8K after2 lots10b5-1
Sep 5, 2025 (view filing)Sep 41 daySchwab-Pomerantz CarolynDirectorSSale−24.0K$96.64−$2.32M−5.1%450.5K after2 lots10b5-1
Sep 3, 2025 (view filing)Sep 21 dayWoolway Paul VMD, Chief Banking OfficerSSale−3.21K$95.20−$305.1K−7.8%38.0K after10b5-1
Aug 29, 2025 (view filing)Aug 27-282 daysBeatty Jonathan SMD, Head of Advisor ServicesSSale−9.44K$96.94−$915.1K−44.2%11.9K after2 lots10b5-1
Aug 29, 2025 (view filing)Aug 272 daysMorgan Peter J. IIIGeneral CounselSSale−50.0K$97.00−$4.85M−100.0%0 after
Aug 28, 2025 (view filing)Aug 26-272 daysSchwab Charles R.Co-ChairmanSSale−273.0K$96.86−$26.4M−0.5%56.3M after2 lots
Aug 27, 2025 (view filing)Aug 252 daysSchwab-Pomerantz CarolynDirectorSSale−13.5K$96.06−$1.30M−0.9%1.46M after
Aug 11, 2025 (view filing)Aug 7-84 daysSchwab Charles R.Co-ChairmanSSale−155.9K$96.68−$15.1M−0.3%56.6M after3 lots
Aug 8, 2025 (view filing)Aug 71 daySchwab-Pomerantz CarolynDirectorSSale−24.0K$96.69−$2.32M−5.0%460.1K after4 lots10b5-1
Aug 5, 2025 (view filing)Aug 14 daysWoolway Paul VMD, Chief Banking OfficerSSale−3.29K$96.06−$316.0K−7.4%41.2K after10b5-1
Jul 31, 2025 (view filing)Jul 292 daysWurster Richard APresident & CEOSSale−20.5K$99.16−$2.03M−11.5%157.2K after
Jul 31, 2025 (view filing)Jul 292 daysMurtagh Nigel JChief Risk OfficerSSale−24.1K$97.91−$2.36M−29.0%59.0K after
Jul 31, 2025 (view filing)Jul 292 daysBettinger Walter WCo-ChairmanSSale−173.9K$98.84−$17.2M−22.7%590.7K after
Jul 7, 2025 (view filing)Jul 34 daysSchwab-Pomerantz CarolynDirectorSSale−24.0K$91.59−$2.20M−4.9%469.7K after2 lots10b5-1
Jul 2, 2025 (view filing)Jul 11 dayWoolway Paul VMD, Chief Banking OfficerSSale−3.29K$90.95−$299.2K−8.4%35.9K after10b5-1
Jun 20, 2025 (view filing)Jun 182 daysWoolway Paul VMD, Chief Banking OfficerSSale−10.1K$90.01−$911.7K−20.6%39.2K after10b5-1
Jun 20, 2025 (view filing)Jun 182 daysMurtagh Nigel JChief Risk OfficerSSale−20.9K$90.01−$1.88M−26.1%59.0K after10b5-1
Jun 6, 2025 (view filing)Jun 51 daySchwab-Pomerantz CarolynDirectorSSale−24.0K$87.25−$2.09M−4.8%479.3K after2 lots10b5-1
Jun 3, 2025 (view filing)Jun 21 dayWoolway Paul VMD, Chief Banking OfficerSSale−3.29K$87.68−$288.5K−7.8%39.2K after10b5-1
Jun 2, 2025 (view filing)May 303 daysBeatty Jonathan SMD, Head of Advisor ServicesSSale−2.85K$87.57−$249.6K−15.8%15.2K after
May 30, 2025 (view filing)May 282 daysMurtagh Nigel JChief Risk OfficerSSale−25.0K$88.20−$2.21M−29.8%59.0K after
May 29, 2025 (view filing)May 272 daysSneed Paula ADirectorSSale−8.65K$88.06−$761.5K−7.6%105.7K after
May 27, 2025 (view filing)May 225 daysSchwab Charles R.Co-ChairmanSSale−34.6K$87.50−$3.03M−0.1%57.6M after
May 23, 2025 (view filing)May 221 dayMorgan Peter J. IIIGeneral CounselSSale−10.2K$87.39−$889.3K−100.0%0 after
May 22, 2025 (view filing)May 211 dayRuffel Charles A.DirectorSSale−5.56K$87.65−$487.0K−25.1%16.6K after
May 22, 2025 (view filing)May 211 dayCraig Jonathan M.MD, Head of Investor ServicesSSale−47.5K$88.46−$4.20M−100.0%0 after
May 20, 2025 (view filing)May 191 dayBettinger Walter WCo-ChairmanSSale−191.5K$89.00−$17.0M−20.0%764.6K after
May 19, 2025 (view filing)May 163 daysSchwab-Pomerantz CarolynDirectorSSale−18.0K$88.74−$1.60M−3.6%488.9K after2 lots
May 14, 2025 (view filing)May 122 daysSchwab Charles R.Co-ChairmanSSale−120.0K$85.39−$10.2M−0.2%59.0M after
May 12, 2025 (view filing)May 93 daysWurster Richard APresident & CEOSSale−15.3K$84.08−$1.29M−7.9%177.7K after
May 9, 2025 (view filing)May 81 dayWoolway Paul VMD, Chief Banking OfficerSSale−8.61K$85.00−$732.1K−16.9%42.4K after10b5-1
May 9, 2025 (view filing)May 81 dayBeatty Jonathan SMD, Head of Advisor ServicesSSale−3.66K$85.00−$310.9K−16.8%18.1K after10b5-1
May 9, 2025 (view filing)May 81 dayMurtagh Nigel JChief Risk OfficerSSale−25.0K$85.00−$2.13M−29.8%59.0K after10b5-1
May 5, 2025 (view filing)May 14 daysWoolway Paul VMD, Chief Banking OfficerSSale−12.0K$81.76−$980.6K−22.0%42.4K after2 lots10b5-1
May 2, 2025 (view filing)May 11 daySchwab-Pomerantz CarolynDirectorSSale−24.0K$81.14−$1.95M−4.6%496.1K after2 lots10b5-1
May 2, 2025 (view filing)May 11 dayCraig Jonathan M.MD, Head of Investor ServicesSSale−9.56K$82.00−$783.8K−100.0%0 after10b5-1
Apr 29, 2025 (view filing)Apr 281 daySchwab Charles R.Co-ChairmanSSale−37.6K$79.55−$2.99M−0.1%60.0M after