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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; 2,318 institutions reported holding it in 13F filings for Q2 2026, worth $133.8B 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
Apr 23, 2024 (view filing)Apr 194 daysEllis Stephen ADirectorSSale−14.8K$73.21−$1.08M−12.0%108.6K after
Apr 22, 2024 (view filing)Apr 18-194 daysSchwab-Pomerantz CarolynDirectorSSale−16.5K$73.30−$1.21M−2.8%577.9K after3 lots10b5-1
Apr 18, 2024 (view filing)Apr 162 daysMorgan Peter J. IIIGeneral CounselSSale−24.5K$72.23−$1.77M−100.0%0 after
Apr 18, 2024 (view filing)Apr 16-182 daysCrawford Peter B.CFOSSale−11.6K$72.17−$836.9K−16.1%60.6K after2 lots
Apr 18, 2024 (view filing)Apr 162 daysMurtagh Nigel JChief Risk OfficerSSale−10.0K$72.40−$724.0K−12.3%71.4K after
Apr 18, 2024 (view filing)Apr 162 daysGoldfarb Mark ADirectorSSale−7.10K$70.86−$503.1K−26.3%19.9K after2 lots
Apr 18, 2024 (view filing)Apr 162 daysMartinetto Joseph RCOOSSale−43.0K$70.83−$3.05M−50.9%41.4K after
Apr 18, 2024 (view filing)Apr 162 daysSarin ArunDirectorSSale−5.01K$71.11−$356.3K−21.2%18.6K after
Mar 28, 2024 (view filing)Mar 226 daysAdams John K JrDirectorSSale−15.7K$72.64−$1.14M−25.8%45.1K afterAmended10b5-1
Mar 25, 2024 (view filing)Mar 214 daysSchwab-Pomerantz CarolynDirectorSSale−9.00K$70.87−$637.8K−1.5%581.5K after4 lots10b5-1
Mar 25, 2024 (view filing)Mar 214 daysCraig Jonathan M.Please see remarksSSale−4.98K$70.01−$348.4K−100.0%0 after10b5-1
Mar 25, 2024 (view filing)Mar 214 daysMurtagh Nigel JChief Risk OfficerSSale−12.9K$70.03−$906.7K−13.7%81.4K after10b5-1
Mar 8, 2024 (view filing)Mar 62 daysCraig Jonathan M.Please see remarksSSale−48.8K$67.80−$3.31M−100.0%0 after2 lots10b5-1
Mar 8, 2024 (view filing)Mar 62 daysMurtagh Nigel JChief Risk OfficerSSale−30.0K$67.80−$2.03M−26.9%81.4K after2 lots10b5-1
Mar 1, 2024 (view filing)Feb 282 daysSchwab-Pomerantz CarolynDirectorSSale−9.00K$65.29−$587.6K−1.5%585.1K after2 lots10b5-1
Mar 1, 2024 (view filing)Feb 282 daysCrawford Peter B.CFOSSale−5.50K$65.71−$361.4K−18.6%24.1K after
Feb 26, 2024 (view filing)Feb 22-234 daysSchwab Charles R.Co-ChairmanSSale−117.0K$64.66−$7.57M−0.2%61.1M after2 lots
Feb 20, 2024 (view filing)Feb 155 daysCrawford Peter B.CFOSSale−8.00K$64.76−$518.1K−21.3%29.6K after
Feb 20, 2024 (view filing)Feb 155 daysSchwab Charles R.Co-ChairmanSSale−71.2K$64.99−$4.63M−0.1%61.3M after
Feb 5, 2024 (view filing)Feb 14 daysHerringer Frank CDirectorSSale−7.59K$62.25−$472.3K−4.3%167.2K after
Jan 26, 2024 (view filing)Jan 242 daysSchwab Charles R.Co-ChairmanSSale−16.4K$63.94−$1.05M0.0%61.3M after
Jan 24, 2024 (view filing)Jan 222 daysCrawford Peter B.CFOSSale−4.00K$64.49−$258.0K−9.6%37.6K after
Dec 4, 2023 (view filing)Nov 304 daysSchwab-Pomerantz CarolynDirectorSSale−12.2K$61.28−$748.1K−0.7%1.72M after
Dec 4, 2023 (view filing)Nov 304 daysCrawford Peter B.CFOSSale−4.00K$60.56−$242.2K−8.8%41.6K after
Dec 4, 2023 (view filing)Nov 304 daysMorgan Peter J. IIIGeneral CounselSSale−7.16K$60.72−$434.9K−100.0%0 after
Nov 7, 2023 (view filing)Nov 34 daysCrawford Peter B.CFOSSale−3.11K$56.19−$175.0K−7.0%41.6K after
Oct 26, 2023 (view filing)Oct 242 daysSneed Paula ADirectorSSale−6.92K$49.98−$345.8K−5.8%112.4K after
Sep 20, 2023 (view filing)Sep 182 daysCrawford Peter B.Chief Financial OfficerSSale−3.79K$57.31−$217.3K−7.8%44.7K after
Aug 30, 2023 (view filing)Aug 291 dayMorgan Peter J. IIIMD, General CounselSSale−8.00K$59.61−$476.9K−50.0%8.01K after
Aug 21, 2023 (view filing)Aug 174 daysRuffel Charles A.DirectorPPurchase+833$60.55+$50.4K+32.6%3.39K after
Jul 26, 2023 (view filing)Jul 24-262 daysSchwab Charles R.Co-ChairmanSSale−147.8K$66.63−$9.85M−0.2%59.7M after2 lots
May 24, 2023 (view filing)May 222 daysSchwab Charles R.Co-ChairmanSSale−77.6K$51.76−$4.02M−0.1%59.8M after
Mar 29, 2023 (view filing)Mar 281 dayBrown Marianne CatherineDirectorPPurchase+5.00K$53.47+$267.4K+100.3%9.98K after
Mar 20, 2023 (view filing)Mar 173 daysClark Bernard J.MD, Head of Adivsor ServicesPPurchase+5.00K$54.83+$274.1K+4.3%120.7K after
Mar 20, 2023 (view filing)Mar 173 daysMartin-Flickinger GerriDirectorPPurchase+3.70K$54.16+$200.4K+77.8%8.46K after
Mar 17, 2023 (view filing)Mar 17Same dayWurster Richard APresidentPPurchase+2.00K$54.39+$108.8K+2.0%101.4K after
Mar 17, 2023 (view filing)Mar 143 daysWurster Richard APresidentPPurchase+5.00K$57.28+$286.4K+5.3%99.4K afterAmended
Mar 16, 2023 (view filing)Mar 16Same dayGoldfarb Mark ADirectorPPurchase+4.00K$58.37+$233.5K+17.4%27.0K after
Mar 15, 2023 (view filing)Mar 15Same dayEllis Stephen ADirectorPPurchase+34.4K$58.26+$2.00M+52.6%99.8K after
Mar 14, 2023 (view filing)Mar 14Same dayRicketts Todd MDirectorPPurchase+10.0K$56.79+$567.9K+4.5%230.9K after
Mar 14, 2023 (view filing)Mar 14Same dayAdams John K JrDirectorPPurchase+5.00K$59.31+$296.6K+13.5%42.0K after
Mar 14, 2023 (view filing)Mar 14Same dayCrawford Peter B.MD and CFOPPurchase+5.00K$57.96+$289.8K+12.6%44.7K after
Mar 14, 2023 (view filing)Mar 14Same dayBettinger Walter WCo-Chairman and CEOPPurchase+50.0K$59.31+$2.97M+8.2%656.5K after
Mar 14, 2023 (view filing)Mar 14Same dayEllis Stephen ADirectorPPurchase+6.76K$56.08+$378.9K+11.5%65.4K after
Mar 6, 2023 (view filing)Mar 6Same dayCraig Jonathan M.Please see remarksSSale−34.7K$76.33−$2.65M−75.6%11.2K 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
Feb 21, 2023 (view filing)Feb 165 daysRuffel Charles A.DirectorSSale−5.18K$80.88−$418.6K−30.0%12.1K after
Feb 16, 2023 (view filing)Feb 142 daysHerringer Frank CDirectorSSale−9.14K$80.87−$739.1K−5.5%157.0K after
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 9, 2023 (view filing)Feb 7-82 daysSchwab Charles R.Co-ChairmanSSale−125.4K$81.30−$10.2M−0.4%30.7M after2 lots