SCHWAB CHARLES CORP (SCHW)
$110.15+$2.10 (+1.94%) Today
Carolyn Schwab-Pomerantz - Director
Charles R. Schwab - Officer
Walter W. Bettinger - OfficerCharles R. Schwab - OfficerCharles R. Schwab - OfficerCharles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in Registered Investment Advisor(RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market sale | 34 | 1,257,291 | $134.85M |
| Grant or award | 4 | 2,534 | |
| Option exercise | 24 | 1,242,810 | |
| Tax withholding / forfeiture | 3 | 8,847 | |
| Bona-fide gift | 6 | 206,821 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
159 Form 4 filings on record, the earliest from Oct 3, 2024, newest first. Filing history page 1 of 3.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Charles R. Schwab - Officer | Gift | Common Stock | 9,300 | $0.00 | - | |
| Carolyn Schwab-Pomerantz - Director | Open-market sale | Common Stock | 9,175 | $109.25 | $1.00M | |
| Charles R. Schwab - Officer | Open-market sale | Common Stock | 117,000 | $113.20 | $13.24M | |
| Walter W. Bettinger - Officer | Option exercise | Common Stock | 176,210 | $46.81 | $8.25M | |
| Walter W. Bettinger - Officer | Open-market sale | Common Stock | 176,210 | $113.49 | $20.00M | |
| Walter W. Bettinger - Officer | Option exercise | Nonqualified Stock Option (right to buy) | 176,210 | $0.00 | - | |
| Charles R. Schwab - Officer | Gift | Common Stock | 45,500 | $0.00 | - | |
| Charles R. Schwab - Officer | Gift | Common Stock | 54,550 | $0.00 | - | |
| Jonathan S. Beatty - Officer | Open-market sale | Common Stock | 1,000 | $111.33 | $111K | |
| Jonathan M. Craig - Officer | Option exercise | Common Stock | 21,866 | $46.81 | $1.02M | |
| Jonathan M. Craig - Officer | Open-market sale | Common Stock | 21,866 | $111.03 | $2.43M | |
| Jonathan M. Craig - Officer | Option exercise | Nonqualified Stock Option (right to buy) | 21,866 | $0.00 | - | |
| Dennis Howard - Officer | Open-market sale | Common Stock | 2,198 | $110.00 | $242K | |
| Charles R. Schwab - Officer | Open-market sale | Common Stock | 46,410 | $108.18 | $5.02M | |
| Charles R. Schwab - Officer | Open-market sale | Common Stock | 46,445 | $107.78 | $5.01M | |
| Charles R. Schwab - Officer | Gift | Common Stock | 37,200 | $0.00 | - | |
| Nigel J. Murtagh - Officer | Option exercise | Common Stock | 1,897 | $46.81 | $89K | |
| Nigel J. Murtagh - Officer | Open-market sale | Common Stock | 1,897 | $109.00 | $207K | |
| Nigel J. Murtagh - Officer | Option exercise | Common Stock | 24,778 | $46.81 | $1.16M | |
| Nigel J. Murtagh - Officer | Open-market sale | Common Stock | 24,778 | $109.01 | $2.70M | |
| Nigel J. Murtagh - Officer | Option exercise | Nonqualified Stock Option (right to buy) | 1,897 | $0.00 | - | |
| Nigel J. Murtagh - Officer | Option exercise | Nonqualified Stock Option (right to buy) | 24,778 | $0.00 | - | |
| Paula A. Sneed - Director | Open-market sale | Common Stock | 5,263 | $107.15 | $564K | |
| Carolyn Schwab-Pomerantz - Director | Open-market sale | Common Stock | 18,561 | $107.70 | $2.00M | |
| Jonathan M. Craig - Officer | Option exercise | Common Stock | 21,750 | $46.81 | $1.02M | |
| Jonathan M. Craig - Officer | Open-market sale | Common Stock | 21,750 | $107.02 | $2.33M | |
| Jonathan M. Craig - Officer | Option exercise | Nonqualified Stock Option (right to buy) | 21,750 | $0.00 | - | |
| Carolyn Schwab-Pomerantz - Director | Open-market sale | Common Stock | 22,640 | $106.36 | $2.41M | |
| Dennis Howard - Officer | Tax withholding / forfeiture | Common Stock | 1,292 | $104.87 | $135K | |
| Charles R. Schwab - Officer | Open-market sale | Common Stock | 95,250 | $105.52 | $10.05M | |
| Charles R. Schwab - Officer | Open-market sale | Common Stock | 47,650 | $106.08 | $5.05M | |
| Charles R. Schwab - Officer | Gift | Common Stock | 60,000 | $0.00 | - | |
| Charles R. Schwab - Officer | Open-market sale | Common Stock | 48,000 | $105.60 | $5.07M | |
| Charles R. Schwab - Officer | Open-market sale | Common Stock | 95,450 | $105.82 | $10.10M | |
| Carolyn Schwab-Pomerantz - Director | Gift | Common Stock | 271 | $0.00 | - | |
| Carolyn Schwab-Pomerantz - Director | Open-market sale | Common Stock | 22,650 | $105.71 | $2.39M | |
| Dennis Howard - Officer | Option exercise | Common Stock | 28,000 | $64.10 | $1.79M | |
| Dennis Howard - Officer | Open-market sale | Common Stock | 28,000 | $105.01 | $2.94M | |
| Dennis Howard - Officer | Option exercise | Nonqualified Stock Option (right to buy) | 28,000 | $0.00 | - | |
| Walter W. Bettinger - Officer | Option exercise | Common Stock | 192,488 | $52.05 | $10.02M | |
| Walter W. Bettinger - Officer | Option exercise | Common Stock | 93,408 | $52.05 | $4.86M | |
| Walter W. Bettinger - Officer | Open-market sale | Common Stock | 192,488 | $103.90 | $20.00M | |
| Walter W. Bettinger - Officer | Open-market sale | Common Stock | 42,265 | $103.86 | $4.39M | |
| Walter W. Bettinger - Officer | Open-market sale | Common Stock | 38,263 | $105.18 | $4.02M | |
| Walter W. Bettinger - Officer | Open-market sale | Common Stock | 12,880 | $105.56 | $1.36M | |
| Walter W. Bettinger - Officer | Option exercise | Nonqualified Stock Option (right to buy) | 192,488 | $0.00 | - | |
| Walter W. Bettinger - Officer | Option exercise | Nonqualified Stock Option (right to buy) | 93,408 | $0.00 | - | |
| Nigel J. Murtagh - Officer | Option exercise | Common Stock | 32,947 | $46.81 | $1.54M | |
| Nigel J. Murtagh - Officer | Open-market sale | Common Stock | 21,947 | $104.00 | $2.28M | |
| Nigel J. Murtagh - Officer | Open-market sale | Common Stock | 11,000 | $104.03 | $1.14M | |
| Nigel J. Murtagh - Officer | Option exercise | Nonqualified Stock Option (right to buy) | 32,947 | $0.00 | - | |
| Charles R. Schwab - Officer | Open-market sale | Common Stock | 45,500 | $101.72 | $4.63M | |
| Peter J. Morgan III - Officer | Open-market sale | Common Stock | 6,952 | $102.03 | $709K | |
| Nigel J. Murtagh - Officer | Option exercise | Common Stock | 4,053 | $46.81 | $190K | |
| Nigel J. Murtagh - Officer | Open-market sale | Common Stock | 4,053 | $104.14 | $422K | |
| Nigel J. Murtagh - Officer | Option exercise | Nonqualified Stock Option (right to buy) | 4,053 | $0.00 | - | |
| Jonathan S. Beatty - Officer | Open-market sale | Common Stock | 2,000 | $104.21 | $208K | |
| Jonathan M. Craig - Officer | Option exercise | Common Stock | 21,750 | $46.81 | $1.02M | |
| Jonathan M. Craig - Officer | Open-market sale | Common Stock | 21,750 | $102.01 | $2.22M | |
| Jonathan M. Craig - Officer | Option exercise | Nonqualified Stock Option (right to buy) | 21,750 | $0.00 | - | |
| Jonathan S. Beatty - Officer | Open-market sale | Common Stock | 2,000 | $102.01 | $204K | |
| Stephen A. Ellis - Director | Grant or award | Restricted Stock Units | 379 | - | - |
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| Bettinger Walter W | Director | 74,388 | $8.25M | View on EDGAR | |
| Hathi Neesha | Officer | 16,354 | $1.77M | View on EDGAR | |
| Schwab-Pomerantz Carolyn | Director | 9,175 | $1.00M | View on EDGAR |
SCHWAB CHARLES CORP (SCHW) had 36 insider filings in the last 90 days, with the most recent on 2026-08-28. The full record for SCHW runs to 159 Form 4 filings, the earliest from 2024-10-03. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
No insider purchases of SCHW were filed in the last 90 days. 1 purchase is on record for this company.
34 insider sales of SCHW were filed in the last 90 days, totaling $134.85M.
This page tracks SCHW Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
Create a free InsiderAlpha account and press Watch on this page to add SCHW to your watchlist. A free account also opens the full scored daily plan with every past day and 3 months of price history. No card is required. Sign up at https://insideralpha.ai/register.
Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
Real-time Form 4 alerts, AI-scored daily trade ideas and 10b5-1 plan flags.
