Insider Transactions last 24 months for The Charles Schwab Corporation - NYSE: SCHW
Transactions
All
Buy
Sell
Option Exercise
Filer's Name
Relationship/
Trans.
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Total Shares Owned
Schwab-Pomerantz Carolyn Director 09/04/2025 DS Indirect COM 9,600 $96.64 $927,717.12 450,514 Schwab-Pomerantz Carolyn Director 09/04/2025 DS Indirect COM 14,400 $96.64 $1,391,582.88 1,449,257 Woolway Paul V MD, Chief Banking Officer 09/02/2025 DS Indirect COM 3,205 $95.20 $305,126.58 37,983 Beatty Jonathan S MD, Head of Advisor Services 08/28/2025 DS Indirect COM 6,144 $96.81 $594,808.63 11,923 Beatty Jonathan S MD, Head of Advisor Services 08/28/2025 AM Direct COM 6,144 $46.39 $285,020.16 43,340 Schwab Charles R. Co-Chairman 08/27/2025 DS Indirect COM 136,500 $97.04 $13,246,506.00 56,331,449 Morgan Peter J. Iii General Counsel 08/27/2025 DS Direct COM 50,016 $97.00 $4,851,572.01 0 Morgan Peter J. Iii General Counsel 08/27/2025 AM Direct COM 47,813 $64.10 $3,064,813.30 50,016 Morgan Peter J. Iii General Counsel 08/27/2025 AM Direct COM 2,203 $46.39 $102,197.17 2,203 Beatty Jonathan S MD, Head of Advisor Services 08/27/2025 DS Indirect COM 3,296 $97.18 $320,305.28 11,923 Schwab Charles R. Co-Chairman 08/26/2025 DS Indirect COM 136,500 $96.67 $13,194,909.00 56,467,949 Schwab-Pomerantz Carolyn Director 08/25/2025 DS Indirect COM 13,542 $96.06 $1,300,802.54 1,463,657 Schwab Charles R. Co-Chairman 08/08/2025 DS Indirect COM 104,500 $96.84 $10,120,145.75 56,604,449 Schwab Charles R. Co-Chairman 08/08/2025 DS Indirect COM 28,653 $96.60 $2,767,934.24 56,708,949 Schwab Charles R. Co-Chairman 08/07/2025 DS Indirect COM 22,721 $96.02 $2,181,611.35 56,737,602 Schwab-Pomerantz Carolyn Director 08/07/2025 DS Indirect COM 200 $97.21 $19,441.00 460,114 Schwab-Pomerantz Carolyn Director 08/07/2025 DS Indirect COM 9,400 $96.68 $908,808.92 460,314 Schwab-Pomerantz Carolyn Director 08/07/2025 DS Indirect COM 400 $97.22 $38,888.00 1,477,199 Schwab-Pomerantz Carolyn Director 08/07/2025 DS Indirect COM 14,000 $96.68 $1,353,518.60 1,477,599 Woolway Paul V MD, Chief Banking Officer 08/01/2025 DS Indirect COM 3,290 $96.06 $316,043.32 41,188 Bettinger Walter W Co-Chairman 07/29/2025 DS Indirect COM 173,876 $98.84 $17,186,390.69 590,734 Dea Joan Director 07/29/2025 DG Direct COM 513 $0.00 $0.00 27,673 Murtagh Nigel J Chief Risk Officer 07/29/2025 DS Direct COM 24,096 $97.91 $2,359,289.96 58,999 Murtagh Nigel J Chief Risk Officer 07/29/2025 AM Direct COM 24,096 $41.98 $1,011,550.08 83,095 Wurster Richard A President & CEO 07/29/2025 DS Direct COM 20,500 $99.16 $2,032,851.75 157,189
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Filer's Name
Relationship/
Trans.
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Total Shares Owned
Herringer Frank C Director 05/27/2025 AA Direct COM 1,462 $0.00 $0.00 10,666 Dodds Christopher V Director 05/27/2025 AA Direct COM 1,462 $0.00 $0.00 10,666 Sarin Arun Director 05/27/2025 AA Direct COM 1,462 $0.00 $0.00 10,666 Sneed Paula A Director 05/27/2025 AA Direct COM 1,462 $0.00 $0.00 8,073 Ricketts Todd M Director 05/27/2025 AA Direct COM 1,462 $0.00 $0.00 379,767 Ellis Stephen A Director 05/27/2025 AA Direct COM 1,462 $0.00 $0.00 9,039 Adams John K Jr Director 05/27/2025 AA Direct COM 1,462 $0.00 $0.00 48,667 Dea Joan Director 05/27/2025 AA Direct COM 1,462 $0.00 $0.00 28,186 Martin-Flickinger Gerri Director 05/27/2025 AA Direct COM 1,462 $0.00 $0.00 5,767 Ruffel Charles A. Director 05/27/2025 AA Direct COM 1,462 $0.00 $0.00 18,110 Brown Marianne Catherine Director 05/27/2025 AA Direct COM 1,462 $0.00 $0.00 15,751 Schwab-Pomerantz Carolyn Director 05/27/2025 AA Direct COM 1,462 $0.00 $0.00 9,624 Ricketts Todd M Director 03/31/2025 AG Direct COM 290,608 $0.00 $0.00 525,805 Schwab Charles R. Co-Chairman 03/03/2025 AF Direct COM 26,075 $79.05 $2,061,098.38 0 Schwab Charles R. Co-Chairman 03/01/2025 AA Direct COM 66,263 $0.00 $0.00 66,263 Bettinger Walter W Co-Chairman 03/01/2025 AA Direct COM 225,295 $0.00 $0.00 1,052,672 Murtagh Nigel J Chief Risk Officer 03/01/2025 AA Direct COM 26,506 $0.00 $0.00 85,598 Craig Jonathan M. MD, Head of Investor Services 03/01/2025 AA Direct COM 42,409 $0.00 $0.00 42,409 Morgan Peter J. Iii General Counsel 03/01/2025 AA Direct COM 18,554 $0.00 $0.00 18,554 Wurster Richard A President 03/01/2025 AA Direct COM 92,770 $0.00 $0.00 230,519 Woolway Paul V MD, Chief Banking Officer 03/01/2025 AA Direct COM 13,254 $0.00 $0.00 38,407 Beatty Jonathan S MD, Head of Advisor Services 07/01/2024 AA Direct COM 11,191 $0.00 $0.00 36,981 Adams John K Jr Director 05/28/2024 AA Direct COM 1,809 $0.00 $0.00 46,934 Herringer Frank C Director 05/28/2024 AA Direct COM 1,809 $0.00 $0.00 9,204 Dodds Christopher V Director 05/28/2024 AA Direct COM 1,809 $0.00 $0.00 9,204
1 2 Next Last You are at page 1 of 2 pages
Filer's Name
Relationship/
Trans.
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Total Shares Owned
Schwab-Pomerantz Carolyn Director 09/04/2025 DS Indirect COM 9,600 $96.64 $927,717.12 450,514 Schwab-Pomerantz Carolyn Director 09/04/2025 DS Indirect COM 14,400 $96.64 $1,391,582.88 1,449,257 Woolway Paul V MD, Chief Banking Officer 09/02/2025 DS Indirect COM 3,205 $95.20 $305,126.58 37,983 Beatty Jonathan S MD, Head of Advisor Services 08/28/2025 DS Indirect COM 6,144 $96.81 $594,808.63 11,923 Schwab Charles R. Co-Chairman 08/27/2025 DS Indirect COM 136,500 $97.04 $13,246,506.00 56,331,449 Morgan Peter J. Iii General Counsel 08/27/2025 DS Direct COM 50,016 $97.00 $4,851,572.01 0 Beatty Jonathan S MD, Head of Advisor Services 08/27/2025 DS Indirect COM 3,296 $97.18 $320,305.28 11,923 Schwab Charles R. Co-Chairman 08/26/2025 DS Indirect COM 136,500 $96.67 $13,194,909.00 56,467,949 Schwab-Pomerantz Carolyn Director 08/25/2025 DS Indirect COM 13,542 $96.06 $1,300,802.54 1,463,657 Schwab Charles R. Co-Chairman 08/08/2025 DS Indirect COM 104,500 $96.84 $10,120,145.75 56,604,449 Schwab Charles R. Co-Chairman 08/08/2025 DS Indirect COM 28,653 $96.60 $2,767,934.24 56,708,949 Schwab Charles R. Co-Chairman 08/07/2025 DS Indirect COM 22,721 $96.02 $2,181,611.35 56,737,602 Schwab-Pomerantz Carolyn Director 08/07/2025 DS Indirect COM 200 $97.21 $19,441.00 460,114 Schwab-Pomerantz Carolyn Director 08/07/2025 DS Indirect COM 9,400 $96.68 $908,808.92 460,314 Schwab-Pomerantz Carolyn Director 08/07/2025 DS Indirect COM 400 $97.22 $38,888.00 1,477,199 Schwab-Pomerantz Carolyn Director 08/07/2025 DS Indirect COM 14,000 $96.68 $1,353,518.60 1,477,599 Woolway Paul V MD, Chief Banking Officer 08/01/2025 DS Indirect COM 3,290 $96.06 $316,043.32 41,188 Bettinger Walter W Co-Chairman 07/29/2025 DS Indirect COM 173,876 $98.84 $17,186,390.69 590,734 Dea Joan Director 07/29/2025 DG Direct COM 513 $0.00 $0.00 27,673 Murtagh Nigel J Chief Risk Officer 07/29/2025 DS Direct COM 24,096 $97.91 $2,359,289.96 58,999 Wurster Richard A President & CEO 07/29/2025 DS Direct COM 20,500 $99.16 $2,032,851.75 157,189 Schwab-Pomerantz Carolyn Director 07/03/2025 DS Indirect COM 9,600 $91.59 $879,249.60 469,714 Schwab-Pomerantz Carolyn Director 07/03/2025 DS Indirect COM 14,400 $91.59 $1,318,904.64 1,491,599 Beatty Jonathan S MD, Head of Advisor Services 07/01/2025 DF Direct COM 1,035 $90.74 $93,913.31 43,340 Woolway Paul V MD, Chief Banking Officer 07/01/2025 DS Indirect COM 3,290 $90.95 $299,220.24 35,864
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Filer's Name
Relationship/
Trans.
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Total Shares Owned
Beatty Jonathan S MD, Head of Advisor Services 08/28/2025 AM Direct COM 6,144 $46.39 $285,020.16 43,340 Morgan Peter J. Iii General Counsel 08/27/2025 AM Direct COM 47,813 $64.10 $3,064,813.30 50,016 Morgan Peter J. Iii General Counsel 08/27/2025 AM Direct COM 2,203 $46.39 $102,197.17 2,203 Murtagh Nigel J Chief Risk Officer 07/29/2025 AM Direct COM 24,096 $41.98 $1,011,550.08 83,095 Ellis Stephen A Director 06/24/2025 AM Direct COM 1,853 $33.12 $61,371.36 6,660 Murtagh Nigel J Chief Risk Officer 06/18/2025 AM Direct COM 20,872 $42.99 $897,287.28 79,871 Woolway Paul V MD, Chief Banking Officer 06/18/2025 AM Direct COM 10,129 $46.81 $474,138.49 33,767 Murtagh Nigel J Chief Risk Officer 05/28/2025 AM Direct COM 25,000 $41.98 $1,049,500.00 83,999 Craig Jonathan M. MD, Head of Investor Services 05/21/2025 AM Direct COM 47,500 $41.98 $1,994,050.00 0 Murtagh Nigel J Chief Risk Officer 05/08/2025 AM Direct COM 25,000 $42.99 $1,074,750.00 83,993 Beatty Jonathan S MD, Head of Advisor Services 05/08/2025 AM Direct COM 3,658 $44.24 $161,829.92 44,375 Woolway Paul V MD, Chief Banking Officer 05/08/2025 AM Direct COM 8,613 $41.98 $361,573.74 33,767 Craig Jonathan M. MD, Head of Investor Services 05/01/2025 AM Direct COM 9,559 $42.99 $410,941.41 0 Woolway Paul V MD, Chief Banking Officer 05/01/2025 AM Direct COM 8,614 $41.98 $361,615.72 33,767 Schwab-Pomerantz Carolyn Director 04/22/2025 AM Direct COM 6,897 $31.37 $216,358.89 8,162 Herringer Frank C Director 04/21/2025 AM Direct COM 8,548 $31.21 $266,783.08 9,204 Woolway Paul V MD, Chief Banking Officer 03/24/2025 AM Direct COM 8,614 $41.98 $361,615.72 33,767 Ruffel Charles A. Director 03/14/2025 AM Direct COM 8,584 $43.21 $370,914.64 22,150 Craig Jonathan M. MD, Head of Investor Services 03/03/2025 AM Direct COM 28,668 $42.99 $1,232,437.32 0 Beatty Jonathan S MD, Head of Advisor Services 03/01/2025 AM Direct COM 9,482 $0.00 $0.00 46,463 Schwab Charles R. Co-Chairman 02/12/2025 AM Direct COM 180,506 $30.17 $5,445,866.02 0 Bettinger Walter W Co-Chairman 02/12/2025 AM Direct COM 464,629 $26.39 $12,261,559.31 1,292,006 Sarin Arun Director 01/23/2025 AM Direct COM 8,548 $31.21 $266,783.08 9,204 Morgan Peter J. Iii General Counsel 01/22/2025 AM Direct COM 14,643 $41.98 $614,713.14 14,643 Ellis Stephen A Director 12/18/2024 AM Direct COM 8,548 $31.21 $266,783.08 7,301
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Transaction Type Key A = Acquired, D = Disposed A = Grant, award or other acquisition pursuant to Rule 16b-3(d)
C = Conversion of derivative security |
D = Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e) |
E = Expiration of short derivative position |
F = Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. |
G = Gift |
H = Expiration (or cancellation) of long derivative position with value received |
I = Discretionary transaction in accordance with Rule 16b-3(f) |
J = Other |
L = Small acquisition under Rule 16a-6 |
M = Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 |
O = Exercise of out-of-the-money derivative security |
P = Open market or private purchase |
S = Open market or private sale |
U = Disposition pursuant to a tender of shares in a change of control transaction |
W = Acquisition or disposition by will or the laws of descent and distribution |
X = Exercise of in-the-money or at-the-money derivative security |
Z = Deposit into or withdrawal from voting trust
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