SCHW · Schwab Charles Corp · Insider Trading
Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 4 and 5. Form 3 supplies initial ownership rather than a trade; Form 4 must be filed within two business days of the trade.
Insider Sentiment Score
Peer-relative 0–100 rank of how aggressively insiders accumulated over the trailing 90 days. See the full ranking.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-09-01 | Hathi Neesha |
Director |
Sell↓
Filing footnotes — Common Stock (Indirect)
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 29, 2026. This transaction was executed in multiple trades at prices ranging from $108.51 to $109.50. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Reflects the contribution of the shares received upon exercise of the option to a trust. |
Common Stock
(I)
|
3,177 |
| 2026-09-01 | Hathi Neesha |
Director |
Convert↑
Filing footnotes — Common Stock (Direct)
Reflects the contribution of the shares received upon exercise of the option to a trust. |
Common Stock
|
3,177 |
| 2026-09-01 | Hathi Neesha |
Director |
Convert↓
Filing footnotes — Nonqualified Stock Option (right to buy) (Direct)
The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. |
Nonqualified Stock Option (right to buy)
|
3,177 |
| 2026-08-28 | Hathi Neesha |
Director |
Convert↑
Filing footnotes — Common Stock (Direct)
Reflects the contribution of the shares received upon exercise of the option to a trust. |
Common Stock
|
3,177 |
| 2026-08-28 | Bettinger Walter W |
Director, Co-Chairman |
Convert↓
Filing footnotes — Nonqualified Stock Option (right to buy) (Direct)
The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. |
Nonqualified Stock Option (right to buy)
|
74,388 |
| 2026-08-28 | Hathi Neesha |
Director |
Sell↓
Filing footnotes — Common Stock (Indirect)
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on May 29, 2026. This transaction was executed in multiple trades at prices ranging from $107.805 to $108.725. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Reflects the contribution of the shares received upon exercise of the option to a trust. |
Common Stock
(I)
|
3,177 |
| 2026-08-28 | Bettinger Walter W |
Director, Co-Chairman |
Sell↓
Filing footnotes — Common Stock (Indirect)
This transaction was executed in multiple trades at prices ranging from $110.90 to $110.98. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. |
Common Stock
(I)
|
74,388 |
| 2026-08-28 | Bettinger Walter W |
Director, Co-Chairman |
Convert↑
|
Common Stock
(I)
|
74,388 |
| 2026-08-28 | Hathi Neesha |
Director |
Convert↓
Filing footnotes — Nonqualified Stock Option (right to buy) (Direct)
The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. |
Nonqualified Stock Option (right to buy)
|
3,177 |
| 2026-08-27 | Schwab Charles R. |
10% Owner |
Gift↓
|
Common Stock
(I)
|
9,300 |
| 2026-08-26 | Schwab-Pomerantz Carolyn |
Director |
Sell↓
Filing footnotes — Common Stock (Indirect)
This transaction was executed in multiple trades at prices ranging from $109.22 to $109.36. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. |
Common Stock
(I)
|
9,175 |
| 2026-08-24 | Schwab Charles R. |
10% Owner |
Sell↓
Filing footnotes — Common Stock (Indirect)
This transaction was executed in multiple trades at prices ranging from $112.77 to $113.65. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. |
Common Stock
(I)
|
117,000 |
| 2026-08-24 | Bettinger Walter W |
Director, Co-Chairman |
Sell↓
Filing footnotes — Common Stock (Indirect)
This transaction was executed in multiple trades at prices ranging from $113.345 to $113.615. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Reflects the transfer of 81,014 shares from direct holding to a revocable trust. |
Common Stock
(I)
|
176,210 |
| 2026-08-24 | Bettinger Walter W |
Director, Co-Chairman |
Convert↓
Filing footnotes — Nonqualified Stock Option (right to buy) (Direct)
The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. |
Nonqualified Stock Option (right to buy)
|
176,210 |
| 2026-08-24 | Bettinger Walter W |
Director, Co-Chairman |
Convert↑
Filing footnotes — Common Stock (Indirect)
Reflects the transfer of 81,014 shares from direct holding to a revocable trust. |
Common Stock
(I)
|
176,210 |
| 2026-08-18 | Schwab Charles R. |
10% Owner |
Gift↓
|
Common Stock
(I)
|
54,550 |
| 2026-08-17 | Beatty Jonathan S |
MD, Head of Advisor Services |
Sell↓
Filing footnotes — Common Stock (Indirect)
This transaction was executed in multiple trades at prices ranging from $111.19 to $111.405. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. |
Common Stock
(I)
|
1,000 |
| 2026-08-17 | Schwab Charles R. |
10% Owner |
Gift↓
|
Common Stock
(I)
|
45,500 |
| 2026-08-14 | Craig Jonathan M. |
MD, Head of Investor Services |
Convert↑
Filing footnotes — Common Stock (Direct)
Reflects the contribution of the shares received upon exercise of the option to a revocable trust. |
Common Stock
|
21,866 |
| 2026-08-14 | Craig Jonathan M. |
MD, Head of Investor Services |
Convert↓
Filing footnotes — Nonqualified Stock Option (right to buy) (Direct)
The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. |
Nonqualified Stock Option (right to buy)
|
21,866 |
| 2026-08-14 | Craig Jonathan M. |
MD, Head of Investor Services |
Sell↓
Filing footnotes — Common Stock (Indirect)
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025. The transaction was executed in multiple trades at prices ranging from $111.025 to $111.03. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was affected. Reflects the contribution of the shares received upon exercise of the option to a revocable trust. |
Common Stock
(I)
|
21,866 |
| 2026-08-13 | Howard Dennis |
MD, Chief Tech, OPS & Data Off |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 25, 2025. |
Common Stock
|
2,198 |
| 2026-08-12 | Schwab Charles R. |
10% Owner |
Sell↓
Filing footnotes — Common Stock (Indirect)
This transaction was executed in multiple trades at prices ranging from $108.02 to $108.35. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. |
Common Stock
(I)
|
46,410 |
| 2026-08-11 | Schwab Charles R. |
10% Owner |
Sell↓
Filing footnotes — Common Stock (Indirect)
This transaction was executed in multiple trades at prices ranging from $107.79 to $107.825. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. |
Common Stock
(I)
|
46,445 |
| 2026-08-10 | Murtagh Nigel J |
Chief Risk Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 25, 2025. This transaction was executed in multiple trades at prices ranging from $109.00 to $109.04. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Common Stock
|
24,778 |
| 2026-08-10 | Murtagh Nigel J |
Chief Risk Officer |
Convert↑
|
Common Stock
|
24,778 |
| 2026-08-10 | Murtagh Nigel J |
Chief Risk Officer |
Convert↓
Filing footnotes — Nonqualified Stock Option (right to buy) (Direct)
This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on the first anniversary of the grant. |
Nonqualified Stock Option (right to buy)
|
24,778 |
| 2026-08-07 | SNEED PAULA A |
Director |
Sell↓
Filing footnotes — Common Stock (Indirect)
This transaction was executed in multiple trades at prices ranging from $107.07 to $107.205. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. |
Common Stock
(I)
|
5,263 |
| 2026-08-06 | Murtagh Nigel J |
Chief Risk Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 25, 2025. This transaction was executed in multiple trades at prices ranging from $109.00 to $109.0450. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Common Stock
|
1,897 |
| 2026-08-06 | Murtagh Nigel J |
Chief Risk Officer |
Convert↓
Filing footnotes — Nonqualified Stock Option (right to buy) (Direct)
This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on the first anniversary of the grant. |
Nonqualified Stock Option (right to buy)
|
1,897 |
| 2026-08-06 | Murtagh Nigel J |
Chief Risk Officer |
Convert↑
|
Common Stock
|
1,897 |
| 2026-08-06 | Schwab Charles R. |
10% Owner |
Gift↓
Filing footnotes — Common Stock (Indirect)
Reflects resignation of Mr. Schwab as Trustee of two trusts established for the benefit of his relatives. |
Common Stock
(I)
|
37,200 |
| 2026-08-05 | Craig Jonathan M. |
MD, Head of Investor Services |
Sell↓
Filing footnotes — Common Stock (Indirect)
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025. The transaction was executed in multiple trades at prices ranging from $107.005 to $107.06. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected. Reflects the contribution of the shares received upon exercise of the option to a revocable trust. |
Common Stock
(I)
|
21,750 |
| 2026-08-05 | Craig Jonathan M. |
MD, Head of Investor Services |
Convert↓
Filing footnotes — Nonqualified Stock Option (right to buy) (Direct)
The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. |
Nonqualified Stock Option (right to buy)
|
21,750 |
| 2026-08-05 | Craig Jonathan M. |
MD, Head of Investor Services |
Convert↑
Filing footnotes — Common Stock (Direct)
Reflects the contribution of the shares received upon exercise of the option to a revocable trust. |
Common Stock
|
21,750 |
| 2026-08-05 | Schwab-Pomerantz Carolyn |
Director |
Sell↓
Filing footnotes — Common Stock (Indirect)
This transaction was executed in multiple trades at prices ranging from $107.53 to $107.87. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. |
Common Stock
(I)
|
18,561 |
| 2026-08-04 | Schwab Charles R. |
10% Owner |
Sell↓
Filing footnotes — Common Stock (Indirect)
This transaction was executed in multiple trades at prices ranging from $105.55 to $106.35. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. |
Common Stock
(I)
|
47,650 |
| 2026-08-04 | Schwab-Pomerantz Carolyn |
Director |
Sell↓
Filing footnotes — Common Stock (Indirect)
This transaction was executed in multiple trades at prices ranging from $106.22 to $106.46. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. |
Common Stock
(I)
|
22,640 |
| 2026-08-03 | Schwab Charles R. |
10% Owner |
Sell↓
Filing footnotes — Common Stock (Indirect)
This transaction was executed in multiple trades at prices ranging from $105.05 to $105.97. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. |
Common Stock
(I)
|
95,250 |
| 2026-08-01 | Howard Dennis |
MD, Chief Tech, OPS & Data Off |
Tax↓
Filing footnotes — Common Stock (Direct)
Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person. |
Common Stock
|
1,292 |
| 2026-07-29 | Schwab Charles R. |
10% Owner |
Sell↓
Filing footnotes — Common Stock (Indirect)
This transaction was executed in multiple trades at prices ranging from $105.315 to $106.13. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Common Stock
(I)
|
95,450 |
| 2026-07-28 | Bettinger Walter W |
Director, Co-Chairman |
Sell↓
Filing footnotes — Common Stock (Indirect)
This transaction was executed in multiple trades at prices ranging from $105.51 to $105.625. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Common Stock
(I)
|
12,880 |
| 2026-07-28 | Schwab-Pomerantz Carolyn |
Director |
Sell↓
Filing footnotes — Common Stock (Indirect)
This transaction was executed in multiple trades at prices ranging from $105.60 to $105.82. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Common Stock
(I)
|
22,650 |
| 2026-07-28 | Schwab Charles R. |
10% Owner |
Gift↓
|
Common Stock
(I)
|
60,000 |
| 2026-07-28 | Bettinger Walter W |
Director, Co-Chairman |
Convert↑
|
Common Stock
(I)
|
93,408 |
| 2026-07-28 | Schwab-Pomerantz Carolyn |
Director |
Gift↓
|
Common Stock
(I)
|
271 |
| 2026-07-28 | Howard Dennis |
MD, Chief Tech, OPS & Data Off |
Convert↓
Filing footnotes — Nonqualified Stock Option (right to buy) (Direct)
The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. |
Nonqualified Stock Option (right to buy)
|
28,000 |
| 2026-07-28 | Schwab Charles R. |
10% Owner |
Sell↓
Filing footnotes — Common Stock (Indirect)
This transaction was executed in multiple trades at prices ranging from $105.385 to $105.825. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Common Stock
(I)
|
48,000 |
| 2026-07-28 | Howard Dennis |
MD, Chief Tech, OPS & Data Off |
Convert↑
|
Common Stock
|
28,000 |
| 2026-07-28 | Bettinger Walter W |
Director, Co-Chairman |
Sell↓
Filing footnotes — Common Stock (Indirect)
This transaction was executed in multiple trades at prices ranging from $103.51 to $104.50. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Common Stock
(I)
|
42,265 |