| Apr 24, 2025 (view filing) | Apr 22 | 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. | −6.90K | $76.77 | −$529.5K | −0.4%1.55M after | |
| Apr 22, 2025 (view filing) | Apr 21 | 1 day | Herringer Frank CDirector | 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. | −3.59K | $74.26 | −$266.7K | −2.0%172.2K after | |
| Apr 7, 2025 (view filing) | Apr 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 | $74.94 | −$1.80M | −4.5%505.7K 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. |
| Apr 2, 2025 (view filing) | Apr 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. | −3.38K | $77.43 | −$261.7K | −6.9%45.8K 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. |
| Mar 27, 2025 (view filing) | Mar 24 | 3 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. | −8.61K | $80.00 | −$689.1K | −14.9%49.2K after | From originalReported on the original filing 0002031313-25-000008. A later amendment (Form 4/A) restated only part of that filing, so this trade still stands and is listed under the amendment. The filing date shown is the original's. |
| Mar 10, 2025 (view filing) | Mar 6 | 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 | $75.58 | −$1.81M | −4.4%515.3K 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. |
| Mar 10, 2025 (view filing) | Mar 6 | 4 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. | −23.3K | $75.59 | −$1.76M | −100.0%0 after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Mar 7, 2025 (view filing) | Mar 5 | 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. | −9.89K | $75.38 | −$745.3K | −17.1%47.9K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Mar 7, 2025 (view filing) | Mar 5 | 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. | −15.2K | $75.38 | −$1.15M | −20.5%59.1K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Mar 4, 2025 (view filing) | Mar 3 | 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. | −3.38K | $79.32 | −$268.1K | −5.5%57.8K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Mar 4, 2025 (view filing) | Mar 3 | 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. | −28.7K | $79.32 | −$2.27M | −55.2%23.3K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Mar 3, 2025 (view filing) | Feb 27 | 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. | −55.6K | $79.14 | −$4.40M | −0.1%60.0M after | |
| Feb 25, 2025 (view filing) | Feb 21 | 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. | −124.0K | $81.90 | −$10.2M | −0.2%60.2M after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| Feb 19, 2025 (view filing) | Feb 18-19 | 1 day | 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. | −129.9K | $81.93 | −$10.6M | −0.2%60.3M after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| Feb 14, 2025 (view filing) | Feb 12 | 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. | −464.6K | $81.91 | −$38.1M | −36.0%827.4K after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| Feb 14, 2025 (view filing) | Feb 12-13 | 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. | −305.5K | $81.74 | −$25.0M | −0.5%60.4M after | 3 lotsThis row combines 3 trades of the same kind from one filing. The price is the value-weighted average. |
| Feb 7, 2025 (view filing) | Feb 6 | 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 | $82.70 | −$1.98M | −4.4%524.9K 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. |
| Jan 27, 2025 (view filing) | Jan 23 | 4 days | Sarin ArunDirector | 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. | −8.55K | $81.82 | −$699.4K | −31.5%18.6K after | |
| Jan 24, 2025 (view filing) | Jan 22 | 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. | −14.6K | $80.70 | −$1.18M | −100.0%0 after | |
| Jan 3, 2025 (view filing) | Jan 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 | $74.14 | −$1.78M | −4.3%534.5K 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. |
| Dec 17, 2024 (view filing) | Dec 16 | 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. | −9.00K | $79.28 | −$713.6K | −1.6%544.1K 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. |
| Nov 27, 2024 (view filing) | Nov 25 | 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. | −2.30K | $82.01 | −$188.6K | −11.3%18.1K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Nov 26, 2024 (view filing) | Nov 22 | 4 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. | −12.7K | $81.17 | −$1.03M | −17.7%59.1K after | |
| Nov 20, 2024 (view filing) | Nov 18 | 2 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. | −9.28K | $81.43 | −$756.0K | −2.1%442.8K after | |
| Nov 19, 2024 (view filing) | Nov 15 | 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. | −9.00K | $80.03 | −$720.3K | −1.6%547.7K 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. |
| Nov 18, 2024 (view filing) | Nov 14 | 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. | −2.70K | $81.68 | −$220.5K | −13.0%18.1K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Nov 14, 2024 (view filing) | Nov 13 | 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. | −3.00K | $78.65 | −$235.8K | −18.2%13.5K after | |
| Nov 12, 2024 (view filing) | Nov 11 | 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. | −2.50K | $77.02 | −$192.6K | −12.2%18.1K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Oct 22, 2024 (view filing) | Oct 21 | 1 day | 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. | −17.2K | $70.90 | −$1.22M | 0.0%60.6M after | |
| Oct 18, 2024 (view filing) | Oct 17 | 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. | −29.8K | $72.16 | −$2.15M | −5.1%551.3K after | 3 lotsThis row combines 3 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 17, 2024 (view filing) | Oct 16 | 1 day | 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. | −62.3K | $72.52 | −$4.52M | −0.1%60.6M after | |
| Sep 20, 2024 (view filing) | Sep 17 | 3 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. | 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. | −9.00K | $64.05 | −$576.5K | −1.6%554.9K 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. |
| Aug 19, 2024 (view filing) | Aug 15-16 | 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. | −21.3K | $65.16 | −$1.39M | −3.7%558.5K 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 2, 2024 (view filing) | Aug 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. | −1.15K | $65.20 | −$75.0K | −1.8%61.9K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Aug 2, 2024 (view filing) | Jul 31 | 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. | −67.4K | $65.11 | −$4.39M | −0.1%60.6M after | |
| Jul 23, 2024 (view filing) | Jul 19 | 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. | −9.00K | $61.96 | −$557.7K | −1.6%567.1K 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. |
| Jul 19, 2024 (view filing) | Jul 17 | 2 days | Wurster Richard APresident | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in. | +10.0K | $62.05 | +$620.5K | +7.5%144.2K after | |
| Jul 19, 2024 (view filing) | Jul 17 | 2 days | Bettinger Walter WCo-Chairman and CEO | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in. | +25.0K | $66.26 | +$1.66M | +3.1%827.4K after | |
| Jul 15, 2024 (view filing) | Jul 11 | 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. | −780 | $75.00 | −$58.5K | −4.1%18.1K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| Jun 24, 2024 (view filing) | Jun 20 | 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. | −9.00K | $72.48 | −$652.4K | −1.6%570.7K 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. |
| Jun 14, 2024 (view filing) | Jun 12 | 2 days | Clark Bernard J.MD 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. | −8.16K | $75.00 | −$612.3K | −6.3%121.7K after | 10b5-1The filer checked the Rule 10b5-1 box: this trade was made under a trading plan set up in advance. |
| May 30, 2024 (view filing) | May 28 | 2 days | Clark Bernard J.MD 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. | −77.4K | $70.95 | −$5.49M | −38.9%121.7K 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. |
| May 22, 2024 (view filing) | May 20 | 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. | −9.00K | $78.41 | −$705.7K | −1.5%574.3K 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. |
| May 16, 2024 (view filing) | May 14-15 | 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. | −123.4K | $77.45 | −$9.56M | −0.2%60.7M after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| May 13, 2024 (view filing) | May 6 | 7 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. | −13.1K | $76.38 | −$1.00M | −0.8%1.70M after | AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. |
| May 13, 2024 (view filing) | May 9 | 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. | −26.3K | $76.13 | −$2.00M | −1.5%1.67M after | |
| May 8, 2024 (view filing) | May 3-6 | 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. | 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. | −132.0K | $75.95 | −$10.0M | −0.2%60.9M after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| Apr 30, 2024 (view filing) | Apr 26-29 | 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. | −119.8K | $74.87 | −$8.97M | −0.2%61.0M after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| Apr 26, 2024 (view filing) | Apr 24 | 2 days | Crawford Peter B.CFO | 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. | −5.48K | $75.51 | −$413.9K | −8.3%60.6K after | |
| Apr 24, 2024 (view filing) | Apr 22 | 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. | −89.3K | $74.62 | −$6.66M | −0.3%30.6M after | |
