SEC INSIDER TRANSACTIONS

SCHWAB CHARLES CORP (SCHW-PD) Insider Transactions

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SCHW-PD · SCHWAB CHARLES CORP

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Roles: director,officer,ten_percent_owner,otherOwner nameOfficer titleOwnership: D, I, unknownoriginal or amendedTransaction fromTransaction throughFiled fromFiled throughMinimum quantityMaximum quantityMinimum priceMaximum priceMinimum calculated valueMaximum calculated valueResults per page (1–100)

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

1purchase rows on this page

9sale 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 / filed	Reporting owner(s)	Code / security	Quantity	Price as filed	Ownership	Source
2026-07-27Filed 2026-07-29	Bettinger 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 $103.61 to $104.27. 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. F2 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. F3 This transaction was executed in multiple trades at prices ranging from $104.51 to $105.50. 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. F4 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. F5 This information is based on a plan statement as of June 30, 2026. F6 This information is based on a plan statement as of July 15, 2026. F7 Includes 16.4043 shares acquired through dividend reinvestment. F8 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	S Sale (market/private)Common Stock · Non-derivative	192,488D	103.9022	Indirectby Family Trust	Form 4 ↗0001296479-26-000009
2026-07-27Filed 2026-07-29	Bettinger 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 $103.61 to $104.27. 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. F2 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. F3 This transaction was executed in multiple trades at prices ranging from $104.51 to $105.50. 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. F4 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. F5 This information is based on a plan statement as of June 30, 2026. F6 This information is based on a plan statement as of July 15, 2026. F7 Includes 16.4043 shares acquired through dividend reinvestment. F8 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-derivative	192,488A	52.05	Indirectby Family Trust	Form 4 ↗0001296479-26-000009
2026-07-24Filed 2026-07-28	Schwab Charles R.Director · Officer · Co-Chairman Filing context Reported filing row; may be amended. Do not sum filings blindly. References:	S Sale (market/private)Common Stock · Non-derivative	45,500D	101.7185	Indirectby Trust	Form 4 ↗0000923738-26-000028
2026-07-23Filed 2026-07-27	Morgan Peter J. IIIOfficer · General Counsel 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 $101.98 to $102.09. 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. F2 This information is based on a plan statement as of June 30, 2026. F3 This information is based on a plan statement as of July 15, 2026. References: F1	S Sale (market/private)Common Stock · Non-derivative	6,952D	102.0341	Direct	Form 4 ↗0001792910-26-000006
2026-07-21Filed 2026-07-21	Beatty Jonathan SOfficer · MD, Head of Advisor Services Filing context Reported filing row; may be amended. Do not sum filings blindly. F1 These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026. F2 This transaction was executed in multiple trades at prices ranging from $104.12 to $104.405. 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 effected. References: F1, F2	S Sale (market/private)Common Stock · Non-derivative	2,000D	104.2055	Indirectby Trust	Form 4 ↗0002028977-26-000015
2026-07-21Filed 2026-07-23	Murtagh 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 $104.12 to $104.405. 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 effected. F3 This information is based on a plan statement as of July 15, 2026. 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) · Derivative	4,053D	0	Direct	Form 4 ↗0001649599-26-000009
2026-07-21Filed 2026-07-23	Murtagh 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 $104.12 to $104.405. 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 effected. F3 This information is based on a plan statement as of July 15, 2026. 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-derivative	4,053D	104.1374	Direct	Form 4 ↗0001649599-26-000009
2026-07-21Filed 2026-07-23	Murtagh 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 $104.12 to $104.405. 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 effected. F3 This information is based on a plan statement as of July 15, 2026. 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-derivative	4,053A	46.81	Direct	Form 4 ↗0001649599-26-000009
2026-07-07Filed 2026-07-08	Beatty Jonathan SOfficer · MD, Head of Advisor Services Filing context Reported filing row; may be amended. Do not sum filings blindly. F1 These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026. F2 This transaction was executed in multiple trades at prices ranging from $102.00 to $102.025. 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. References: F1, F2	S Sale (market/private)Common Stock · Non-derivative	2,000D	102.0089	Indirectby Trust	Form 4 ↗0002028977-26-000013
2026-07-07Filed 2026-07-09	Craig 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 $102.00 to $102.10. 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. 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) · Derivative	21,750D	0	Direct	Form 4 ↗0001733065-26-000009
2026-07-07Filed 2026-07-09	Craig 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 $102.00 to $102.10. 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. 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-derivative	21,750D	102.0102	Indirectby Trust	Form 4 ↗0001733065-26-000009
2026-07-07Filed 2026-07-09	Craig 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 $102.00 to $102.10. 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. 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-derivative	21,750A	46.81	Direct	Form 4 ↗0001733065-26-000009
2026-07-06Filed 2026-07-06	Beatty Jonathan SOfficer · MD, Head of Advisor Services Filing context Reported filing row; may be amended. Do not sum filings blindly. F1 Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person on July 1, 2024. F2 These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026. F3 This transaction was executed in multiple trades at prices ranging from $97.00 to $97.045. 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 transaction was executed in multiple trades at prices ranging from $100.00 to $100.02. 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: F2, F4	S Sale (market/private)Common Stock · Non-derivative	2,000D	100.0074	Indirectby Trust	Form 4 ↗0002028977-26-000010
2026-07-02Filed 2026-07-06	Beatty Jonathan SOfficer · MD, Head of Advisor Services Filing context Reported filing row; may be amended. Do not sum filings blindly. F1 Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person on July 1, 2024. F2 These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026. F3 This transaction was executed in multiple trades at prices ranging from $97.00 to $97.045. 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 transaction was executed in multiple trades at prices ranging from $100.00 to $100.02. 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: F2, F3	S Sale (market/private)Common Stock · Non-derivative	2,000D	97.0297	Indirectby Trust	Form 4 ↗0002028977-26-000010
2026-07-01Filed 2026-07-06	Beatty Jonathan SOfficer · MD, Head of Advisor Services Filing context Reported filing row; may be amended. Do not sum filings blindly. F1 Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person on July 1, 2024. F2 These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026. F3 This transaction was executed in multiple trades at prices ranging from $97.00 to $97.045. 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 transaction was executed in multiple trades at prices ranging from $100.00 to $100.02. 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	F WithholdingCommon Stock · Non-derivative	1,036D	92.725	Direct	Form 4 ↗0002028977-26-000010
2026-07-01Filed 2026-07-06	Brown Marianne CatherineDirector Filing context Reported filing row; may be amended. Do not sum filings blindly. F1 Each restricted stock unit ("RSU") represents a right to receive one share of company stock. F2 The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F3 The RSU s are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. F4 The RSUs were received in lieu of cash compensation otherwise payable as director fees. F5 Includes 27.69 RSUs acquired through dividend reinvestment. References: F1, F2, F4, F3, F5	A Award / grantRestricted Stock Units · Derivative	418A	—	Direct	Form 4 ↗0001804183-26-000013
2026-07-01Filed 2026-07-06	Ruffel Charles A.Director Filing context Reported filing row; may be amended. Do not sum filings blindly. F1 The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately. F2 The option was received in lieu of cash compensation otherwise payable as director fees. References: F2, F1	A Award / grantNonqualified Stock Option (right to buy) · Derivative	1,280A	0	Direct	Form 4 ↗0001739929-26-000008
2026-07-01Filed 2026-07-06	Ellis Stephen ADirector Filing context Reported filing row; may be amended. Do not sum filings blindly. F1 Each restricted stock unit ("RSU") represents a right to receive one share of company stock. F2 The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F3 The RSU s are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F4 The RSUs were received in lieu of cash compensation otherwise payable as director fees. F5 Includes 45.48 RSUs acquired through dividend reinvestment. References: F1, F2, F4, F3, F5	A Award / grantRestricted Stock Units · Derivative	379A	—	Direct	Form 4 ↗0001561563-26-000019
2026-07-01Filed 2026-07-06	HERRINGER FRANK CDirector Filing context Reported filing row; may be amended. Do not sum filings blindly. F1 Each restricted stock unit ("RSU") represents a right to receive one share of company stock. F2 The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F3 The RSU s are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F4 The RSUs were received in lieu of cash compensation otherwise payable as director fees. F5 Includes 537.02 RSUs acquired through dividend reinvestment. References: F1, F2, F4, F3, F5	A Award / grantRestricted Stock Units · Derivative	457A	—	Direct	Form 4 ↗0001171694-26-000010
2026-06-23Filed 2026-06-25	Ellis Stephen ADirector Filing context Reported filing row; may be amended. Do not sum filings blindly. F1 Reflects the contribution of shares received upon exercise of the option to a trust. F2 Reflects shares transferred from being held directly to a trust. F3 The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately. References: F3	M Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	2,258D	0	Direct	Form 4 ↗0001561563-26-000017
2026-06-23Filed 2026-06-25	Ellis Stephen ADirector Filing context Reported filing row; may be amended. Do not sum filings blindly. F1 Reflects the contribution of shares received upon exercise of the option to a trust. F2 Reflects shares transferred from being held directly to a trust. F3 The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately. References: F1, F2	M Exercise / conversionCommon Stock · Non-derivative	2,258A	25.11	Direct	Form 4 ↗0001561563-26-000017
2026-06-03Filed 2026-06-04	Verdeschi Michael DOfficer · CFO Filing context Reported filing row; may be amended. Do not sum filings blindly. F1 Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person on June 3, 2024. References: F1	F WithholdingCommon Stock · Non-derivative	6,519D	87.42	Direct	Form 4 ↗0002034140-26-000005
2026-05-28Filed 2026-05-28	Wurster Richard ADirector · Officer · President & CEO 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 $84.04 to $84.51. The price reported reflects the weighted average purchase 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. References: F1	P Purchase (market/private)Common Stock · Non-derivative	21,959A	84.2257	Direct	Form 4 ↗0001889263-26-000005
2026-05-26Filed 2026-05-28	Schwab-Pomerantz CarolynDirector Filing context Reported filing row; may be amended. Do not sum filings blindly. F1 The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. F2 The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date References: F2	A Award / grantNonqualified Stock Option (right to buy) · Derivative	3,977A	0	Direct	Form 4 ↗0001950787-26-000006
2026-05-26Filed 2026-05-28	Schwab-Pomerantz CarolynDirector Filing context Reported filing row; may be amended. Do not sum filings blindly. F1 The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. F2 The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date References: F1	A Award / grantCommon Stock · Non-derivative	1,602A	0	Direct	Form 4 ↗0001950787-26-000006

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