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| SEC Filing | Insider | Company | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Return |
|---|---|---|---|---|---|---|---|---|---|
| 24-Apr-24 6:43 PM View:  | Schwab Charles R Co-Chairman Director | Schwab Charles Corp (SCHW) | 22-Apr-24 | Gift | 26,900 | -- | -- | (< 1%) 99.33M to 99.31M | |
| 24-Apr-24 6:43 PM View: | Schwab Charles R Co-Chairman Director | Schwab Charles Corp (SCHW) | 22-Apr-24 | Sale | 89,275 | $74.62 | $6,661,310.00 | (< 1%) 99.31M to 99.22M | |
| 23-Apr-24 9:35 PM View: | Ellis Stephen A Director | Schwab Charles Corp (SCHW) | 19-Apr-24 | Option Exercise | 14,750 | $25.88 | $381,709.00 | 13% 115.97K to 130.72K | |
| 23-Apr-24 9:35 PM View: | Ellis Stephen A Director | Schwab Charles Corp (SCHW) | 19-Apr-24 | Option Sale | 14,750 | $73.21 | $1,079,770.00 | (11%) 130.72K to 115.97K | |
| 22-Apr-24 9:33 PM View: | Schwab-Pomerantz Carolyn Director | Schwab Charles Corp (SCHW) | 19-Apr-24 | Sale (Planned) | 9,000 | $73.16 | $658,468.00 | (< 1%) 2.31M to 2.3M | |
| 22-Apr-24 9:33 PM View: | Schwab-Pomerantz Carolyn Director | Schwab Charles Corp (SCHW) | 18-Apr-24 | Option Sale | 7,482 | $73.47 | $549,667.00 | (< 1%) 2.32M to 2.31M | |
| 18-Apr-24 9:10 PM View: | Crawford Peter B. CFO | Schwab Charles Corp (SCHW) | 18-Apr-24 | Option Exercise | 5,482 | $28.44 | $155,908.00 | 9% 60.57K to 66.05K | |
| 18-Apr-24 9:10 PM View: | Crawford Peter B. CFO | Schwab Charles Corp (SCHW) | 18-Apr-24 | Sale | 5,482 | $73.46 | $402,708.00 | (8%) 66.05K to 60.57K | |
| 22-Apr-24 9:19 PM View: | Martinetto Joseph R COO | Schwab Charles Corp (SCHW) | 18-Apr-24 | Gift | 13,353 | -- | -- | (4%) 301.87K to 288.52K | |
| 22-Apr-24 9:33 PM View: | Schwab-Pomerantz Carolyn Director | Schwab Charles Corp (SCHW) | 18-Apr-24 | Option Exercise | 7,482 | $28.44 | $212,788.00 | < 1% 2.31M to 2.32M | |
| 18-Apr-24 9:10 PM View: | Crawford Peter B. CFO | Schwab Charles Corp (SCHW) | 16-Apr-24 | Sale | 632 | $71.02 | $44,884.50 | (1%) 61.2K to 60.57K | |
| 18-Apr-24 9:13 PM View: | Murtagh Nigel J Chief Risk Officer | Schwab Charles Corp (SCHW) | 16-Apr-24 | Gift | 133 | -- | -- | (< 1%) 83.25K to 83.11K | |
| 18-Apr-24 9:13 PM View: | Murtagh Nigel J Chief Risk Officer | Schwab Charles Corp (SCHW) | 16-Apr-24 | Sale | 10,000 | $72.40 | $723,975.00 | (12%) 83.11K to 73.11K | |
| 18-Apr-24 9:08 PM View: | Morgan Peter J. III General Counsel | Schwab Charles Corp (SCHW) | 16-Apr-24 | Sale | 24,520 | $72.23 | $1,771,150.00 | (99%) 24.67K to 0.15K | |
| 18-Apr-24 9:29 PM View: | Sarin Arun Director | Schwab Charles Corp (SCHW) | 16-Apr-24 | Option Exercise | 5,011 | $25.01 | $125,325.00 | 19% 26.01K to 31.02K | |
| 18-Apr-24 9:44 PM View: | Goldfarb Mark A Director | Schwab Charles Corp (SCHW) | 16-Apr-24 | Sale | 7,100 | $70.86 | $503,081.00 | (21%) 34.41K to 27.31K | |
| 18-Apr-24 9:10 PM View: | Crawford Peter B. CFO | Schwab Charles Corp (SCHW) | 16-Apr-24 | Option Sale | 5,482 | $71.02 | $389,331.00 | (8%) 66.68K to 61.2K | |
| 18-Apr-24 9:05 PM View: | Martinetto Joseph R COO | Schwab Charles Corp (SCHW) | 16-Apr-24 | Sale | 43,000 | $70.83 | $3,045,600.00 | (12%) 344.87K to 301.87K | |
| 18-Apr-24 9:29 PM View: | Sarin Arun Director | Schwab Charles Corp (SCHW) | 16-Apr-24 | Option Sale | 5,011 | $71.11 | $356,322.00 | (16%) 31.02K to 26.01K | |
| 28-Mar-24 9:40 PM View: | Ellis Stephen A Director | Schwab Charles Corp (SCHW) | 26-Mar-24 | Grant | 2,165 | -- | -- | 2% 111.64K to 113.8K | |
| 28-Mar-24 9:40 PM View: | Ellis Stephen A Director | Schwab Charles Corp (SCHW) | 26-Mar-24 | Option Exercise | 2,165 | $27.45 | $59,429.20 | 2% 113.8K to 115.97K | |
| 26-Mar-24 7:51 PM View: | Adams John K Jr Director | Schwab Charles Corp (SCHW) | 22-Mar-24 | Option Exercise | 15,701 | $30.08 | $472,330.00 | 35% 44.45K to 60.15K | |
| 26-Mar-24 7:51 PM View: | Adams John K Jr Director | Schwab Charles Corp (SCHW) | 22-Mar-24 | Option Sale | 15,701 | $72.64 | $1,140,540.00 | (26%) 60.15K to 44.45K | |
| 25-Mar-24 7:28 PM View: | Craig Jonathan M. Please see remarks | Schwab Charles Corp (SCHW) | 21-Mar-24 | Option Exercise | 4,977 | $26.39 | $131,343.00 | 100% 0 to 4.98K | |
| 25-Mar-24 7:28 PM View: | Craig Jonathan M. Please see remarks | Schwab Charles Corp (SCHW) | 21-Mar-24 | Option Sale | 4,977 | $70.01 | $348,430.00 | (100%) 4.98K to 0 | |
| 25-Mar-24 9:05 PM View: | Murtagh Nigel J Chief Risk Officer | Schwab Charles Corp (SCHW) | 21-Mar-24 | Option Exercise | 12,948 | $26.39 | $341,698.00 | 16% 83.25K to 96.19K | |
| 25-Mar-24 9:05 PM View: | Murtagh Nigel J Chief Risk Officer | Schwab Charles Corp (SCHW) | 21-Mar-24 | Option Sale | 12,948 | $70.03 | $906,686.00 | (13%) 96.19K to 83.25K | |
| 25-Mar-24 9:13 PM View: | Schwab-Pomerantz Carolyn Director | Schwab Charles Corp (SCHW) | 21-Mar-24 | Sale | 9,000 | $70.87 | $637,848.00 | (< 1%) 2.32M to 2.31M | |
| 08-Mar-24 8:12 PM View: | Craig Jonathan M. Please see remarks | Schwab Charles Corp (SCHW) | 06-Mar-24 | Sale (Planned) | 48,751 | $67.80 | $3,305,080.00 | (100%) 48.75K to 0 | |
| 08-Mar-24 9:09 PM View: | Murtagh Nigel J Chief Risk Officer | Schwab Charles Corp (SCHW) | 06-Mar-24 | Sale (Planned) | 29,991 | $67.80 | $2,033,270.00 | (26%) 113.24K to 83.25K | |
| 05-Mar-24 8:55 PM View: | Clark Bernard J. MD Head of Advisor Services | Schwab Charles Corp (SCHW) | 04-Mar-24 | Payment of Exercise | 31,239 | $66.36 | $2,072,900.00 | (15%) 206.07K to 174.83K | |
| 05-Mar-24 7:37 PM View: | Crawford Peter B. CFO | Schwab Charles Corp (SCHW) | 01-Mar-24 | Payment of Exercise | 37,430 | $66.36 | $2,483,710.00 | (36%) 104.11K to 66.68K | |
| 05-Mar-24 9:34 PM View: | Bettinger Walter W Co-Chairman and CEO Director | Schwab Charles Corp (SCHW) | 01-Mar-24 | Payment of Exercise | 105,420 | $66.36 | $6,995,270.00 | (11%) 920.51K to 815.09K | |
| 05-Mar-24 6:48 PM View: | Martinetto Joseph R COO | Schwab Charles Corp (SCHW) | 01-Mar-24 | Payment of Exercise | 70,882 | $66.36 | $4,703,460.00 | (17%) 415.75K to 344.87K | |
| 05-Mar-24 7:33 PM View: | Craig Jonathan M. Please see remarks | Schwab Charles Corp (SCHW) | 01-Mar-24 | Grant | 92,236 | -- | -- | 100% 0 to 92.24K | |
| 05-Mar-24 7:50 PM View: | Murtagh Nigel J Chief Risk Officer | Schwab Charles Corp (SCHW) | 01-Mar-24 | Grant | 55,060 | -- | -- | 66% 83.25K to 138.31K | |
| 05-Mar-24 8:50 PM View: | Wurster Richard A President | Schwab Charles Corp (SCHW) | 01-Mar-24 | Grant | 58,354 | -- | -- | 56% 104.16K to 162.51K | |
| 05-Mar-24 6:35 PM View: | Schwab Charles R Co-Chairman Director | Schwab Charles Corp (SCHW) | 01-Mar-24 | Grant | 84,706 | -- | -- | < 1% 99.28M to 99.37M | |
| 05-Mar-24 7:33 PM View: | Craig Jonathan M. Please see remarks | Schwab Charles Corp (SCHW) | 01-Mar-24 | Payment of Exercise | 43,485 | $66.36 | $2,885,500.00 | (47%) 92.24K to 48.75K | |
| 05-Mar-24 7:50 PM View: | Murtagh Nigel J Chief Risk Officer | Schwab Charles Corp (SCHW) | 01-Mar-24 | Payment of Exercise | 25,069 | $66.36 | $1,663,480.00 | (18%) 138.31K to 113.24K | |
| 05-Mar-24 8:55 PM View: | Clark Bernard J. MD Head of Advisor Services | Schwab Charles Corp (SCHW) | 01-Mar-24 | Grant | 80,000 | -- | -- | 46% 174.83K to 254.83K | |
| 05-Mar-24 6:40 PM View: | Morgan Peter J. III General Counsel | Schwab Charles Corp (SCHW) | 01-Mar-24 | Grant | 44,236 | -- | -- | 29889% 0.15K to 44.38K | |
| 05-Mar-24 8:50 PM View: | Wurster Richard A President | Schwab Charles Corp (SCHW) | 01-Mar-24 | Payment of Exercise | 24,340 | $66.36 | $1,615,110.00 | (15%) 162.51K to 138.17K | |
| 05-Mar-24 6:35 PM View: | Schwab Charles R Co-Chairman Director | Schwab Charles Corp (SCHW) | 01-Mar-24 | Payment of Exercise | 33,332 | $66.36 | $2,211,780.00 | (< 1%) 99.37M to 99.33M | |
| 05-Mar-24 7:37 PM View: | Crawford Peter B. CFO | Schwab Charles Corp (SCHW) | 01-Mar-24 | Grant | 80,000 | -- | -- | 332% 24.11K to 104.11K | |
| 05-Mar-24 9:34 PM View: | Bettinger Walter W Co-Chairman and CEO Director | Schwab Charles Corp (SCHW) | 01-Mar-24 | Grant | 251,296 | -- | -- | 38% 669.22K to 920.51K | |
| 05-Mar-24 6:48 PM View: | Martinetto Joseph R COO | Schwab Charles Corp (SCHW) | 01-Mar-24 | Grant | 155,296 | -- | -- | 60% 260.46K to 415.75K | |
| 05-Mar-24 6:40 PM View: | Morgan Peter J. III General Counsel | Schwab Charles Corp (SCHW) | 01-Mar-24 | Payment of Exercise | 19,716 | $66.36 | $1,308,280.00 | (44%) 44.38K to 24.67K | |
| 01-Mar-24 9:01 PM View: | Crawford Peter B. CFO | Schwab Charles Corp (SCHW) | 28-Feb-24 | Sale | 5,500 | $65.71 | $361,408.00 | (19%) 29.61K to 24.11K | |
| 01-Mar-24 9:29 PM View: | Schwab-Pomerantz Carolyn Director | Schwab Charles Corp (SCHW) | 28-Feb-24 | Sale | 9,000 | $65.29 | $587,609.00 | (< 1%) 2.33M to 2.32M |
