| May 9, 2025 (view filing) | May 8 | 1 day | Beatty Jonathan SMD, Head of Advisor Services | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −3.66K | $85.00 | −$310.9K | −16.8%18.1K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| May 9, 2025 (view filing) | May 8 | 1 day | Woolway Paul VMD, Chief Banking Officer | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −8.61K | $85.00 | −$732.1K | −16.9%42.4K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| May 12, 2025 (view filing) | May 9 | 3 days | Wurster Richard APresident & CEO | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −15.3K | $84.08 | −$1.29M | −7.9%177.7K after | |
| May 14, 2025 (view filing) | May 12 | 2 days | Schwab Charles R.Co-Chairman | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −120.0K | $85.39 | −$10.2M | −0.2%59.0M after | |
| May 19, 2025 (view filing) | May 16 | 3 days | Schwab-Pomerantz CarolynDirector | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −18.0K | $88.74 | −$1.60M | −3.6%488.9K after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| May 20, 2025 (view filing) | May 19 | 1 day | Bettinger Walter WCo-Chairman | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −191.5K | $89.00 | −$17.0M | −20.0%764.6K after | |
| May 22, 2025 (view filing) | May 21 | 1 day | Craig Jonathan M.MD, Head of Investor Services | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −47.5K | $88.46 | −$4.20M | −100.0%0 after | |
| May 22, 2025 (view filing) | May 21 | 1 day | Ruffel Charles A.Director | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −5.56K | $87.65 | −$487.0K | −25.1%16.6K after | |
| May 23, 2025 (view filing) | May 22 | 1 day | Morgan Peter J. IIIGeneral Counsel | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −10.2K | $87.39 | −$889.3K | −100.0%0 after | |
| May 27, 2025 (view filing) | May 22 | 5 days | Schwab Charles R.Co-Chairman | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −34.6K | $87.50 | −$3.03M | −0.1%57.6M after | |
| May 29, 2025 (view filing) | May 27 | 2 days | Sneed Paula ADirector | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −8.65K | $88.06 | −$761.5K | −7.6%105.7K after | |
| May 30, 2025 (view filing) | May 28 | 2 days | Murtagh Nigel JChief Risk Officer | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −25.0K | $88.20 | −$2.21M | −29.8%59.0K after | |
| Jun 2, 2025 (view filing) | May 30 | 3 days | Beatty Jonathan SMD, Head of Advisor Services | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −2.85K | $87.57 | −$249.6K | −15.8%15.2K after | |
| Jun 3, 2025 (view filing) | Jun 2 | 1 day | Woolway Paul VMD, Chief Banking Officer | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −3.29K | $87.68 | −$288.5K | −7.8%39.2K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Jun 6, 2025 (view filing) | Jun 5 | 1 day | Schwab-Pomerantz CarolynDirector | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −24.0K | $87.25 | −$2.09M | −4.8%479.3K after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average.10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Jun 20, 2025 (view filing) | Jun 18 | 2 days | Murtagh Nigel JChief Risk Officer | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −20.9K | $90.01 | −$1.88M | −26.1%59.0K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Jun 20, 2025 (view filing) | Jun 18 | 2 days | Woolway Paul VMD, Chief Banking Officer | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −10.1K | $90.01 | −$911.7K | −20.6%39.2K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Jul 2, 2025 (view filing) | Jul 1 | 1 day | Woolway Paul VMD, Chief Banking Officer | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −3.29K | $90.95 | −$299.2K | −8.4%35.9K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Jul 7, 2025 (view filing) | Jul 3 | 4 days | Schwab-Pomerantz CarolynDirector | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −24.0K | $91.59 | −$2.20M | −4.9%469.7K after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average.10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Jul 31, 2025 (view filing) | Jul 29 | 2 days | Bettinger Walter WCo-Chairman | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −173.9K | $98.84 | −$17.2M | −22.7%590.7K after | |
| Jul 31, 2025 (view filing) | Jul 29 | 2 days | Murtagh Nigel JChief Risk Officer | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −24.1K | $97.91 | −$2.36M | −29.0%59.0K after | |
| Jul 31, 2025 (view filing) | Jul 29 | 2 days | Wurster Richard APresident & CEO | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −20.5K | $99.16 | −$2.03M | −11.5%157.2K after | |
| Aug 5, 2025 (view filing) | Aug 1 | 4 days | Woolway Paul VMD, Chief Banking Officer | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −3.29K | $96.06 | −$316.0K | −7.4%41.2K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Aug 8, 2025 (view filing) | Aug 7 | 1 day | Schwab-Pomerantz CarolynDirector | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −24.0K | $96.69 | −$2.32M | −5.0%460.1K after | 4 lotsThis row combines 4 trades of the same kind from one filing. The price is the value-weighted average.10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Aug 11, 2025 (view filing) | Aug 7-8 | 4 days | Schwab Charles R.Co-Chairman | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −155.9K | $96.68 | −$15.1M | −0.3%56.6M after | 3 lotsThis row combines 3 trades of the same kind from one filing. The price is the value-weighted average. |
| Aug 27, 2025 (view filing) | Aug 25 | 2 days | Schwab-Pomerantz CarolynDirector | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −13.5K | $96.06 | −$1.30M | −0.9%1.46M after | |
| Aug 28, 2025 (view filing) | Aug 26-27 | 2 days | Schwab Charles R.Co-Chairman | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −273.0K | $96.86 | −$26.4M | −0.5%56.3M after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| Aug 29, 2025 (view filing) | Aug 27 | 2 days | Morgan Peter J. IIIGeneral Counsel | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −50.0K | $97.00 | −$4.85M | −100.0%0 after | |
| Aug 29, 2025 (view filing) | Aug 27-28 | 2 days | Beatty Jonathan SMD, Head of Advisor Services | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −9.44K | $96.94 | −$915.1K | −44.2%11.9K after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average.10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Sep 3, 2025 (view filing) | Sep 2 | 1 day | Woolway Paul VMD, Chief Banking Officer | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −3.21K | $95.20 | −$305.1K | −7.8%38.0K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Sep 5, 2025 (view filing) | Sep 4 | 1 day | Schwab-Pomerantz CarolynDirector | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −24.0K | $96.64 | −$2.32M | −5.1%450.5K after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average.10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Oct 2, 2025 (view filing) | Oct 1 | 1 day | Woolway Paul VMD, Chief Banking Officer | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −3.21K | $93.32 | −$299.1K | −8.4%34.8K after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average.10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Oct 3, 2025 (view filing) | Oct 2 | 1 day | Schwab-Pomerantz CarolynDirector | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −24.0K | $92.55 | −$2.22M | −5.2%440.9K after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average.10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Oct 30, 2025 (view filing) | Oct 28-29 | 2 days | Schwab Charles R.Co-Chairman | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −109.2K | $94.21 | −$10.3M | −0.2%56.2M after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| Nov 10, 2025 (view filing) | Nov 7 | 3 days | Craig Jonathan M.MD, Head of Investor Services | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −35.2K | $95.35 | −$3.36M | −100.0%0 after | |
| Nov 14, 2025 (view filing) | Nov 12 | 2 days | Beatty Jonathan SMD, Head of Advisor Services | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −3.07K | $98.00 | −$301.1K | −20.5%11.9K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Dec 29, 2025 (view filing) | Dec 23 | 6 days | Beatty Jonathan SMD, Head of Advisor Services | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −2.00K | $102.01 | −$204.0K | −14.4%11.9K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Jan 23, 2026 (view filing) | Jan 22 | 1 day | Beatty Jonathan SMD, Head of Advisor Services | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −2.00K | $105.00 | −$210.0K | −8.4%21.8K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Jan 26, 2026 (view filing) | Jan 22 | 4 days | Schwab-Pomerantz CarolynDirector | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −42.9K | $105.20 | −$4.51M | −8.9%436.1K after | 4 lotsThis row combines 4 trades of the same kind from one filing. The price is the value-weighted average. |
| Jan 28, 2026 (view filing) | Jan 26-28 | 2 days | Schwab Charles R.Co-Chairman | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −206.3K | $103.13 | −$21.3M | −0.4%56.1M after | 3 lotsThis row combines 3 trades of the same kind from one filing. The price is the value-weighted average. |
| Feb 2, 2026 (view filing) | Jan 29 | 4 days | Schwab Charles R.Co-Chairman | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −145.7K | $103.16 | −$15.0M | −0.3%55.9M after | |
| Feb 3, 2026 (view filing) | Feb 2 | 1 day | Morgan Peter J. IIIGeneral Counsel | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −7.59K | $104.38 | −$792.8K | −100.0%0 after | |
| Feb 5, 2026 (view filing) | Feb 3-4 | 2 days | Schwab Charles R.Co-Chairman | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −164.6K | $103.77 | −$17.1M | −0.3%55.8M after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| Feb 5, 2026 (view filing) | Feb 3-4 | 2 days | Bettinger Walter WCo-Chairman | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −257.4K | $104.03 | −$26.8M | −32.7%529.3K after | 3 lotsThis row combines 3 trades of the same kind from one filing. The price is the value-weighted average. |
| Feb 10, 2026 (view filing) | Feb 6 | 4 days | Dodds Christopher VDirector | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −11.8K | $104.55 | −$1.24M | −2.6%449.4K after | |
| Feb 10, 2026 (view filing) | Feb 6 | 4 days | Bettinger Walter WCo-Chairman | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −67.5K | $104.25 | −$7.04M | −11.3%529.3K after | |
| Feb 11, 2026 (view filing) | Feb 9-10 | 2 days | Schwab Charles R.Co-Chairman | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −158.6K | $106.35 | −$16.9M | −0.5%30.5M after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| Feb 27, 2026 (view filing) | Feb 25 | 2 days | Howard DennisMD, Chief Tech, OPS & Data Off | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −27.9K | $95.02 | −$2.65M | −72.7%10.5K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Mar 3, 2026 (view filing) | Feb 26 | 5 daysLateFiled more than 2 business days after the trade (the Form 4 deadline). A few cases, such as trades a broker makes under a 10b5-1 plan, have a longer deadline, so this flag comes from the dates alone and does not mean a rule was broken. | Ellis Stephen ADirector | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −10.7K | $96.57 | −$1.04M | −10.9%87.6K after | |
| Mar 3, 2026 (view filing) | Feb 27 | 4 days | Beatty Jonathan SMD, Head of Advisor Services | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase. | −2.03K | $95.30 | −$193.5K | −9.3%19.7K after | |
