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Schwab Charles Corp

SCHW
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; 2,319 institutions reported holding it in 13F filings for Q2 2026, worth $134.0B in total; 6 superinvestors hold it, including Harris Associates (Oakmark) and Viking Global Investors.

Other share classesSCHW.PDSCHW.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
Sep 2, 2026 (view filing)9:04 PM ETSep 11 dayHathi NeeshaMD, Head Wealth Adv, Bnk, TstSSale−3.18K$109.04−$346.4K−35.5%5.77K after10b5-1
Aug 31, 2026 (view filing)7:39 PM ETAug 283 daysBettinger Walter WCo-ChairmanSSale−74.4K$110.91−$8.25M−10.9%610.4K after
Aug 31, 2026 (view filing)6:30 PM ETAug 283 daysHathi NeeshaMD, Head Wealth Adv, Bnk, TstSSale−3.18K$108.12−$343.5K−100.0%0 after10b5-1
Aug 27, 2026 (view filing)6:00 PM ETAug 261 daySchwab-Pomerantz CarolynDirectorSSale−9.18K$109.25−$1.00M−0.7%1.32M after
Aug 26, 2026 (view filing)8:15 PM ETAug 242 daysSchwab Charles R.Co-ChairmanSSale−117.0K$113.20−$13.2M−0.2%53.6M after
Aug 26, 2026 (view filing)7:37 PM ETAug 242 daysBettinger Walter WCo-ChairmanSSale−176.2K$113.49−$20.0M−22.4%610.4K after
Aug 18, 2026 (view filing)5:55 PM ETAug 171 dayBeatty Jonathan SMD, Head of Advisor ServicesSSale−1.00K$111.33−$111.3K−8.5%10.7K after
Aug 17, 2026 (view filing)6:22 PM ETAug 143 daysCraig Jonathan M.MD, Head of Retail InvestingSSale−21.9K$111.03−$2.43M−100.0%0 after10b5-1
Aug 17, 2026 (view filing)5:43 PM ETAug 134 daysHoward DennisMD, Chief Tech, OPS & Data OffSSale−2.20K$110.00−$241.8K−23.9%6.98K after10b5-1
Aug 13, 2026 (view filing)8:36 PM ETAug 121 daySchwab Charles R.Co-ChairmanSSale−46.4K$108.18−$5.02M−0.2%30.0M after
Aug 11, 2026 (view filing)9:44 PM ETAug 11Same daySchwab Charles R.Co-ChairmanSSale−46.4K$107.78−$5.01M−0.2%30.1M after
Aug 10, 2026 (view filing)8:05 PM ETAug 6-104 daysMurtagh Nigel JChief Risk OfficerSSale−26.7K$109.01−$2.91M−31.5%58.0K after2 lots10b5-1
Aug 10, 2026 (view filing)7:05 PM ETAug 73 daysSneed Paula ADirectorSSale−5.26K$107.15−$564.0K−5.4%91.7K after
Aug 7, 2026 (view filing)6:36 PM ETAug 52 daysSchwab-Pomerantz CarolynDirectorSSale−18.6K$107.70−$2.00M−1.4%1.33M after
Aug 7, 2026 (view filing)6:15 PM ETAug 52 daysCraig Jonathan M.MD, Head of Retail InvestingSSale−21.8K$107.02−$2.33M−100.0%0 after10b5-1
Aug 5, 2026 (view filing)7:36 PM ETAug 41 daySchwab-Pomerantz CarolynDirectorSSale−22.6K$106.36−$2.41M−1.6%1.35M after
Aug 4, 2026 (view filing)7:27 PM ETAug 3-41 daySchwab Charles R.Co-ChairmanSSale−142.9K$105.70−$15.1M−0.3%53.9M after2 lots
Jul 30, 2026 (view filing)8:57 PM ETJul 28-292 daysSchwab Charles R.Co-ChairmanSSale−143.4K$105.74−$15.2M−0.5%30.1M after2 lots
Jul 30, 2026 (view filing)8:33 PM ETJul 282 daysSchwab-Pomerantz CarolynDirectorSSale−22.6K$105.71−$2.39M−1.6%1.37M after
Jul 30, 2026 (view filing)7:43 PM ETJul 282 daysHoward DennisMD, Chief Tech, OPS & Data OffSSale−28.0K$105.01−$2.94M−72.8%10.5K after10b5-1
Jul 29, 2026 (view filing)8:57 PM ETJul 27-282 daysBettinger Walter WCo-ChairmanSSale−285.9K$104.14−$29.8M−35.1%529.3K after4 lots
Jul 29, 2026 (view filing)8:20 PM ETJul 272 daysMurtagh Nigel JChief Risk OfficerSSale−32.9K$104.01−$3.43M−36.2%58.0K after2 lots10b5-1
Jul 28, 2026 (view filing)7:53 PM ETJul 244 daysSchwab Charles R.Co-ChairmanSSale−45.5K$101.72−$4.63M−0.1%54.1M after
Jul 27, 2026 (view filing)6:05 PM ETJul 234 daysMorgan Peter J. IIIGeneral CounselSSale−6.95K$102.03−$709.3K−100.0%0 after
Jul 23, 2026 (view filing)7:39 PM ETJul 212 daysMurtagh Nigel JChief Risk OfficerSSale−4.05K$104.14−$422.1K−6.5%58.0K after10b5-1
Jul 21, 2026 (view filing)6:54 PM ETJul 21Same dayBeatty Jonathan SMD, Head of Advisor ServicesSSale−2.00K$104.21−$208.4K−14.6%11.7K after10b5-1
Jul 9, 2026 (view filing)8:21 PM ETJul 72 daysCraig Jonathan M.MD, Head of Retail InvestingSSale−21.8K$102.01−$2.22M−100.0%0 after10b5-1
Jul 8, 2026 (view filing)5:06 PM ETJul 71 dayBeatty Jonathan SMD, Head of Advisor ServicesSSale−2.00K$102.01−$204.0K−12.7%13.7K after10b5-1
Jul 6, 2026 (view filing)6:33 PM ETJul 2-64 daysBeatty Jonathan SMD, Head of Advisor ServicesSSale−4.00K$98.52−$394.1K−20.3%15.7K after2 lots10b5-1
May 28, 2026 (view filing)May 28Same dayWurster Richard APresident & CEOPPurchase+22.0K$84.23+$1.85M+11.2%218.4K after
May 20, 2026 (view filing)May 191 daySchwab Charles R.Co-ChairmanSSale−27.5K$92.22−$2.54M−0.1%30.2M after
May 18, 2026 (view filing)May 18Same daySchwab Charles R.Co-ChairmanSSale−27.5K$92.40−$2.54M−0.1%30.2M after
May 14, 2026 (view filing)May 131 daySarin ArunDirectorSSale−2.50K$91.16−$227.9K−9.4%24.0K after
May 6, 2026 (view filing)May 51 daySchwab-Pomerantz CarolynDirectorSSale−9.91K$92.29−$914.6K−0.7%1.40M after
May 6, 2026 (view filing)May 4-62 daysSchwab Charles R.Co-ChairmanSSale−218.6K$91.76−$20.1M−0.7%30.3M after2 lots
May 1, 2026 (view filing)Apr 29-May 12 daysSchwab Charles R.Co-ChairmanSSale−168.7K$91.33−$15.4M−0.3%54.4M after3 lots
Apr 29, 2026 (view filing)Apr 281 dayHerringer Frank CDirectorSSale−2.52K$90.60−$228.3K−1.4%177.5K after
Apr 27, 2026 (view filing)Apr 23-274 daysSchwab Charles R.Co-ChairmanSSale−72.9K$90.25−$6.58M−0.1%55.7M after2 lots
Apr 16, 2026 (view filing)Apr 14-152 daysWoolway Paul VMD, Chief Banking OfficerSSale−15.9K$99.00−$1.57M−34.7%29.9K after2 lots10b5-1
Apr 15, 2026 (view filing)Apr 141 dayCraig Jonathan M.MD, Head of Retail InvestingSSale−21.8K$99.00−$2.15M−100.0%0 after10b5-1
Apr 15, 2026 (view filing)Apr 141 dayMurtagh Nigel JChief Risk OfficerSSale−41.3K$99.00−$4.09M−41.6%58.0K after10b5-1
Mar 5, 2026 (view filing)Mar 32 daysHoward DennisMD, Chief Tech, OPS & Data OffSSale−10.1K$94.60−$956.2K−49.1%10.5K after2 lots10b5-1
Mar 5, 2026 (view filing)Mar 32 daysCraig Jonathan M.MD, Head of Investor ServicesSSale−14.5K$94.60−$1.37M−100.0%0 after2 lots10b5-1
Mar 5, 2026 (view filing)Mar 32 daysMurtagh Nigel JChief Risk OfficerSSale−7.20K$94.61−$681.5K−11.1%58.0K after2 lots10b5-1
Mar 3, 2026 (view filing)Mar 2-31 dayWoolway Paul VMD, Chief Banking OfficerSSale−22.0K$94.97−$2.09M−42.4%29.9K after4 lots10b5-1
Mar 3, 2026 (view filing)Feb 274 daysBeatty Jonathan SMD, Head of Advisor ServicesSSale−2.03K$95.30−$193.5K−9.3%19.7K after
Mar 3, 2026 (view filing)Feb 265 daysLateEllis Stephen ADirectorSSale−10.7K$96.57−$1.04M−10.9%87.6K after
Feb 27, 2026 (view filing)Feb 252 daysHoward DennisMD, Chief Tech, OPS & Data OffSSale−27.9K$95.02−$2.65M−72.7%10.5K after10b5-1
Feb 11, 2026 (view filing)Feb 9-102 daysSchwab Charles R.Co-ChairmanSSale−158.6K$106.35−$16.9M−0.5%30.5M after2 lots
Feb 10, 2026 (view filing)Feb 64 daysBettinger Walter WCo-ChairmanSSale−67.5K$104.25−$7.04M−11.3%529.3K after