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SCHWAB CHARLES CORP (SCHW-PJ) Insider Transactions

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SCHW-PJ · SCHWAB CHARLES CORP

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OR within codes/roles; AND between categories. Roles apply to buyers and sellers. Owner predicates match the same owner. Missing values fail numeric/date filters. Value is quantity × reported price for non-derivative rows only; derivative values are unknown. Amendments stay separate; joint owners do not duplicate rows.

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Stale snapshot · Covered: filings 2026-05-14 to 2026-11-13 · 67 filings · fetched 2026-11-13T19:57:43Z

Recent reported activity

0purchase rows on this page
12sale rows on this page
126matching filing rows

Purchases and sales count original non-derivative P and S rows. Awards, gifts, exercises, derivatives and amendments are shown separately and are not described as market purchases.

Transaction / filedReporting owner(s)Code / securityQuantityPrice as filedOwnershipSource
2026-08-28Filed 2026-08-31Bettinger Walter WDirector · Officer · Co-Chairman
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 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.

F2 Includes 7.0627 shares acquired through dividend reinvestment.

F3 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.

References:

M Exercise / conversionCommon Stock · Non-derivative74,388A46.81Indirectby Family TrustForm 4 ↗0001296479-26-000014
2026-08-27Filed 2026-08-28Schwab Charles R.Director · Officer · Co-Chairman
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

References:

G GiftCommon Stock · Non-derivative9,300D0Indirectby TrustForm 4 ↗0000923738-26-000046
2026-08-26Filed 2026-08-27Schwab-Pomerantz CarolynDirector
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 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.

References: F1

S Sale (market/private)Common Stock · Non-derivative9,175D109.2531Indirectby TrustForm 4 ↗0001950787-26-000016
2026-08-24Filed 2026-08-26Bettinger Walter WDirector · Officer · Co-Chairman
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 Reflects the transfer of 81,014 shares from direct holding to a revocable trust.

F2 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.

F3 This information is based on a plan statement as of August 24, 2026.

F4 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.

References: F4

M Exercise / conversionNonqualified Stock Option (right to buy) · Derivative176,210D0DirectForm 4 ↗0001296479-26-000011
2026-08-24Filed 2026-08-26Bettinger Walter WDirector · Officer · Co-Chairman
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 Reflects the transfer of 81,014 shares from direct holding to a revocable trust.

F2 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.

F3 This information is based on a plan statement as of August 24, 2026.

F4 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.

References: F2, F1

S Sale (market/private)Common Stock · Non-derivative176,210D113.486Indirectby Family TrustForm 4 ↗0001296479-26-000011
2026-08-24Filed 2026-08-26Bettinger Walter WDirector · Officer · Co-Chairman
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 Reflects the transfer of 81,014 shares from direct holding to a revocable trust.

F2 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.

F3 This information is based on a plan statement as of August 24, 2026.

F4 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.

References: F1

M Exercise / conversionCommon Stock · Non-derivative176,210A46.81Indirectby Family TrustForm 4 ↗0001296479-26-000011
2026-08-24Filed 2026-08-26Schwab Charles R.Director · Officer · Co-Chairman
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 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.

References: F1

S Sale (market/private)Common Stock · Non-derivative117,000D113.2001Indirectby TrustForm 4 ↗0000923738-26-000044
2026-08-18Filed 2026-08-19Schwab Charles R.Director · Officer · Co-Chairman
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

References:

G GiftCommon Stock · Non-derivative54,550D0Indirectby TrustForm 4 ↗0000923738-26-000042
2026-08-17Filed 2026-08-18Beatty Jonathan SOfficer · MD, Head of Advisor Services
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 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.

References: F1

S Sale (market/private)Common Stock · Non-derivative1,000D111.3301Indirectby TrustForm 4 ↗0002028977-26-000017
2026-08-17Filed 2026-08-19Schwab Charles R.Director · Officer · Co-Chairman
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

References:

G GiftCommon Stock · Non-derivative45,500D0Indirectby TrustForm 4 ↗0000923738-26-000042
2026-08-14Filed 2026-08-17Craig Jonathan M.Officer · MD, Head of Retail Investing
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 Reflects the contribution of the shares received upon exercise of the option to a revocable trust.

F2 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.

F3 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.

F4 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.

References: F4

M Exercise / conversionNonqualified Stock Option (right to buy) · Derivative21,866D0DirectForm 4 ↗0001733065-26-000013
2026-08-14Filed 2026-08-17Craig Jonathan M.Officer · MD, Head of Retail Investing
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 Reflects the contribution of the shares received upon exercise of the option to a revocable trust.

F2 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.

F3 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.

F4 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.

References: F2, F3, F1

S Sale (market/private)Common Stock · Non-derivative21,866D111.0257Indirectby TrustForm 4 ↗0001733065-26-000013
2026-08-14Filed 2026-08-17Craig Jonathan M.Officer · MD, Head of Retail Investing
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 Reflects the contribution of the shares received upon exercise of the option to a revocable trust.

F2 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.

F3 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.

F4 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.

References: F1

M Exercise / conversionCommon Stock · Non-derivative21,866A46.81DirectForm 4 ↗0001733065-26-000013
2026-08-13Filed 2026-08-17Howard DennisOfficer · MD, Chief Tech, OPS & Data Off
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 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.

References: F1

S Sale (market/private)Common Stock · Non-derivative2,198D110DirectForm 4 ↗0001825454-26-000028
2026-08-12Filed 2026-08-13Schwab Charles R.Director · Officer · Co-Chairman
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 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.

References: F1

S Sale (market/private)Common Stock · Non-derivative46,410D108.176Indirectby Limited PartnershipForm 4 ↗0000923738-26-000040
2026-08-11Filed 2026-08-11Schwab Charles R.Director · Officer · Co-Chairman
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 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.

References: F1

S Sale (market/private)Common Stock · Non-derivative46,445D107.7773Indirectby Limited PartnershipForm 4 ↗0000923738-26-000038
2026-08-10Filed 2026-08-10Murtagh Nigel JOfficer · Chief Risk Officer
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 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.

F2 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.

F3 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.

F4 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.

References: F4

M Exercise / conversionNonqualified Stock Option (right to buy) · Derivative24,778D0DirectForm 4 ↗0001649599-26-000014
2026-08-10Filed 2026-08-10Murtagh Nigel JOfficer · Chief Risk Officer
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 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.

F2 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.

F3 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.

F4 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.

References: F1, F3

S Sale (market/private)Common Stock · Non-derivative24,778D109.0086DirectForm 4 ↗0001649599-26-000014
2026-08-10Filed 2026-08-10Murtagh Nigel JOfficer · Chief Risk Officer
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 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.

F2 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.

F3 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.

F4 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.

References:

M Exercise / conversionCommon Stock · Non-derivative24,778A46.81DirectForm 4 ↗0001649599-26-000014
2026-08-07Filed 2026-08-10SNEED PAULA ADirector
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 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.

References: F1

S Sale (market/private)Common Stock · Non-derivative5,263D107.1545Indirectby TrustForm 4 ↗0001193024-26-000006
2026-08-06Filed 2026-08-10Murtagh Nigel JOfficer · Chief Risk Officer
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 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.

F2 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.

F3 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.

F4 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.

References: F4

M Exercise / conversionNonqualified Stock Option (right to buy) · Derivative1,897D0DirectForm 4 ↗0001649599-26-000014
2026-08-06Filed 2026-08-10Murtagh Nigel JOfficer · Chief Risk Officer
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 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.

F2 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.

F3 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.

F4 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.

References: F1, F2

S Sale (market/private)Common Stock · Non-derivative1,897D109.0016DirectForm 4 ↗0001649599-26-000014
2026-08-06Filed 2026-08-10Murtagh Nigel JOfficer · Chief Risk Officer
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 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.

F2 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.

F3 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.

F4 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.

References:

M Exercise / conversionCommon Stock · Non-derivative1,897A46.81DirectForm 4 ↗0001649599-26-000014
2026-08-06Filed 2026-08-10Schwab Charles R.Director · Officer · Co-Chairman
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 Reflects resignation of Mr. Schwab as Trustee of two trusts established for the benefit of his relatives.

References: F1

G GiftCommon Stock · Non-derivative37,200D0Indirectby TrustForm 4 ↗0000923738-26-000036
2026-08-05Filed 2026-08-07Schwab-Pomerantz CarolynDirector
Filing context

Reported filing row; may be amended. Do not sum filings blindly.

F1 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.

References: F1

S Sale (market/private)Common Stock · Non-derivative18,561D107.6998Indirectby TrustForm 4 ↗0001950787-26-000014

Imported instruments only. Joint owners do not multiply transactions. Amendments are separate filing rows, not additional trades. No aggregate trade totals are implied.