Skip to content

Charles Schwab Corporation (SCHW) — insider trading

Financials · NYSE

Charles Schwab Corporation (SCHW) has 125 reported SEC Form 4 insider transactions in our data, including 1 open-market purchase and 37 open-market sales among the most recent 100 (latest 2026-08-27).

Recent Form 4 transactions

Showing the 100 most recent of 125 recorded transactions. See all on SEC EDGAR →

DateInsiderRoleTypeSharesPriceValueFiling
2026-08-27 Schwab Charles R. Director, Officer (Co-Chairman) Bona fide gift 9,300 $0 Form 4
2026-08-26 Schwab-Pomerantz Carolyn Director Open-market sale 9,175 $109.25 $1.00M Form 4
2026-08-24 Bettinger Walter W Director, Officer (Co-Chairman) Option exercise / conversion (derivative) 176,210 $0 Form 4
2026-08-24 Bettinger Walter W Director, Officer (Co-Chairman) Open-market sale 176,210 $113.49 $20.00M Form 4
2026-08-24 Bettinger Walter W Director, Officer (Co-Chairman) Option exercise / conversion 176,210 $46.81 $8.25M Form 4
2026-08-24 Schwab Charles R. Director, Officer (Co-Chairman) Open-market sale 117,000 $113.20 $13.24M Form 4
2026-08-18 Schwab Charles R. Director, Officer (Co-Chairman) Bona fide gift 54,550 $0 Form 4
2026-08-17 Schwab Charles R. Director, Officer (Co-Chairman) Bona fide gift 45,500 $0 Form 4
2026-08-17 Beatty Jonathan S Officer (MD, Head of Advisor Services) Open-market sale 1,000 $111.33 $111.3K Form 4
2026-08-14 Craig Jonathan M. Officer (MD, Head of Retail Investing) Option exercise / conversion (derivative) 21,866 $0 Form 4
2026-08-14 Craig Jonathan M. Officer (MD, Head of Retail Investing) Open-market sale 21,866 $111.03 $2.43M Form 4
2026-08-14 Craig Jonathan M. Officer (MD, Head of Retail Investing) Option exercise / conversion 21,866 $46.81 $1.02M Form 4
2026-08-13 Howard Dennis Officer (MD, Chief Tech, OPS & Data Off) Open-market sale 2,198 $110.00 $241.8K Form 4
2026-08-12 Schwab Charles R. Director, Officer (Co-Chairman) Open-market sale 46,410 $108.18 $5.02M Form 4
2026-08-11 Schwab Charles R. Director, Officer (Co-Chairman) Open-market sale 46,445 $107.78 $5.01M Form 4
2026-08-10 Murtagh Nigel J Officer (Chief Risk Officer) Option exercise / conversion (derivative) 24,778 $0 Form 4
2026-08-10 Murtagh Nigel J Officer (Chief Risk Officer) Open-market sale 24,778 $109.01 $2.70M Form 4
2026-08-10 Murtagh Nigel J Officer (Chief Risk Officer) Option exercise / conversion 24,778 $46.81 $1.16M Form 4
2026-08-07 SNEED PAULA A Director Open-market sale 5,263 $107.15 $564.0K Form 4
2026-08-06 Murtagh Nigel J Officer (Chief Risk Officer) Option exercise / conversion (derivative) 1,897 $0 Form 4
2026-08-06 Murtagh Nigel J Officer (Chief Risk Officer) Open-market sale 1,897 $109.00 $206.8K Form 4
2026-08-06 Murtagh Nigel J Officer (Chief Risk Officer) Option exercise / conversion 1,897 $46.81 $88.8K Form 4
2026-08-06 Schwab Charles R. Director, Officer (Co-Chairman) Bona fide gift 37,200 $0 Form 4
2026-08-05 Craig Jonathan M. Officer (MD, Head of Retail Investing) Option exercise / conversion (derivative) 21,750 $0 Form 4
2026-08-05 Craig Jonathan M. Officer (MD, Head of Retail Investing) Open-market sale 21,750 $107.02 $2.33M Form 4
2026-08-05 Craig Jonathan M. Officer (MD, Head of Retail Investing) Option exercise / conversion 21,750 $46.81 $1.02M Form 4
2026-08-05 Schwab-Pomerantz Carolyn Director Open-market sale 18,561 $107.70 $2.00M Form 4
2026-08-04 Schwab-Pomerantz Carolyn Director Open-market sale 22,640 $106.36 $2.41M Form 4
2026-08-04 Schwab Charles R. Director, Officer (Co-Chairman) Open-market sale 47,650 $106.08 $5.05M Form 4
2026-08-03 Schwab Charles R. Director, Officer (Co-Chairman) Open-market sale 95,250 $105.52 $10.05M Form 4
2026-08-01 Howard Dennis Officer (MD, Chief Tech, OPS & Data Off) Shares withheld for taxes / exercise cost 1,292 $104.87 $135.5K Form 4
2026-07-29 Schwab Charles R. Director, Officer (Co-Chairman) Open-market sale 95,450 $105.82 $10.10M Form 4
2026-07-28 Howard Dennis Officer (MD, Chief Tech, OPS & Data Off) Option exercise / conversion (derivative) 28,000 $0 Form 4
2026-07-28 Howard Dennis Officer (MD, Chief Tech, OPS & Data Off) Open-market sale 28,000 $105.01 $2.94M Form 4
2026-07-28 Howard Dennis Officer (MD, Chief Tech, OPS & Data Off) Option exercise / conversion 28,000 $64.10 $1.79M Form 4
2026-07-28 Schwab-Pomerantz Carolyn Director Bona fide gift 271 $0 Form 4
2026-07-28 Schwab-Pomerantz Carolyn Director Open-market sale 22,650 $105.71 $2.39M Form 4
2026-07-28 Schwab Charles R. Director, Officer (Co-Chairman) Bona fide gift 60,000 $0 Form 4
2026-07-28 Schwab Charles R. Director, Officer (Co-Chairman) Open-market sale 48,000 $105.60 $5.07M Form 4
2026-07-28 Bettinger Walter W Director, Officer (Co-Chairman) Option exercise / conversion (derivative) 93,408 $0 Form 4
2026-07-28 Bettinger Walter W Director, Officer (Co-Chairman) Open-market sale 12,880 $105.56 $1.36M Form 4
2026-07-28 Bettinger Walter W Director, Officer (Co-Chairman) Open-market sale 38,263 $105.18 $4.02M Form 4
2026-07-28 Bettinger Walter W Director, Officer (Co-Chairman) Open-market sale 42,265 $103.86 $4.39M Form 4
2026-07-28 Bettinger Walter W Director, Officer (Co-Chairman) Option exercise / conversion 93,408 $52.05 $4.86M Form 4
2026-07-27 Murtagh Nigel J Officer (Chief Risk Officer) Option exercise / conversion (derivative) 32,947 $0 Form 4
2026-07-27 Murtagh Nigel J Officer (Chief Risk Officer) Open-market sale 11,000 $104.03 $1.14M Form 4
2026-07-27 Murtagh Nigel J Officer (Chief Risk Officer) Open-market sale 21,947 $104.00 $2.28M Form 4
2026-07-27 Murtagh Nigel J Officer (Chief Risk Officer) Option exercise / conversion 32,947 $46.81 $1.54M Form 4
2026-07-27 Bettinger Walter W Director, Officer (Co-Chairman) Option exercise / conversion (derivative) 192,488 $0 Form 4
2026-07-27 Bettinger Walter W Director, Officer (Co-Chairman) Open-market sale 192,488 $103.90 $20.00M Form 4
2026-07-27 Bettinger Walter W Director, Officer (Co-Chairman) Option exercise / conversion 192,488 $52.05 $10.02M Form 4
2026-07-24 Schwab Charles R. Director, Officer (Co-Chairman) Open-market sale 45,500 $101.72 $4.63M Form 4
2026-07-23 Morgan Peter J. III Officer (General Counsel) Open-market sale 6,952 $102.03 $709.3K Form 4
2026-07-21 Murtagh Nigel J Officer (Chief Risk Officer) Option exercise / conversion (derivative) 4,053 $0 Form 4
2026-07-21 Murtagh Nigel J Officer (Chief Risk Officer) Open-market sale 4,053 $104.14 $422.1K Form 4
2026-07-21 Murtagh Nigel J Officer (Chief Risk Officer) Option exercise / conversion 4,053 $46.81 $189.7K Form 4
2026-07-21 Beatty Jonathan S Officer (MD, Head of Advisor Services) Open-market sale 2,000 $104.21 $208.4K Form 4
2026-07-07 Craig Jonathan M. Officer (MD, Head of Retail Investing) Option exercise / conversion (derivative) 21,750 $0 Form 4
2026-07-07 Craig Jonathan M. Officer (MD, Head of Retail Investing) Open-market sale 21,750 $102.01 $2.22M Form 4
2026-07-07 Craig Jonathan M. Officer (MD, Head of Retail Investing) Option exercise / conversion 21,750 $46.81 $1.02M Form 4
2026-07-07 Beatty Jonathan S Officer (MD, Head of Advisor Services) Open-market sale 2,000 $102.01 $204.0K Form 4
2026-07-06 Beatty Jonathan S Officer (MD, Head of Advisor Services) Open-market sale 2,000 $100.01 $200.0K Form 4
2026-07-02 Beatty Jonathan S Officer (MD, Head of Advisor Services) Open-market sale 2,000 $97.03 $194.1K Form 4
2026-07-01 Beatty Jonathan S Officer (MD, Head of Advisor Services) Shares withheld for taxes / exercise cost 1,036 $92.73 $96.1K Form 4
2026-07-01 Brown Marianne Catherine Director Grant / award / vesting (derivative) 418 Form 4
2026-07-01 Ruffel Charles A. Director Grant / award / vesting (derivative) 1,280 $0 Form 4
2026-07-01 HERRINGER FRANK C Director Grant / award / vesting (derivative) 457 Form 4
2026-07-01 Ellis Stephen A Director Grant / award / vesting (derivative) 379 Form 4
2026-06-23 Ellis Stephen A Director Option exercise / conversion (derivative) 2,258 $0 Form 4
2026-06-23 Ellis Stephen A Director Option exercise / conversion 2,258 $25.11 $56.7K Form 4
2026-06-03 Verdeschi Michael D Officer (CFO) Shares withheld for taxes / exercise cost 6,519 $87.42 $569.9K Form 4
2026-05-28 Wurster Richard A Director, Officer (President & CEO) Open-market purchase 21,959 $84.23 $1.85M Form 4
2026-05-26 Dea Joan Director Grant / award / vesting (derivative) 3,977 $0 Form 4
2026-05-26 Dea Joan Director Grant / award / vesting 1,602 $0 Form 4
2026-05-26 Schwab-Pomerantz Carolyn Director Grant / award / vesting (derivative) 3,977 $0 Form 4
2026-05-26 Schwab-Pomerantz Carolyn Director Grant / award / vesting 1,602 $0 Form 4
2026-05-26 Ruffel Charles A. Director Grant / award / vesting (derivative) 3,977 $0 Form 4
2026-05-26 Ruffel Charles A. Director Grant / award / vesting 1,602 $0 Form 4
2026-05-26 ADAMS JOHN K JR Director Grant / award / vesting (derivative) 3,977 $0 Form 4
2026-05-26 ADAMS JOHN K JR Director Grant / award / vesting 1,602 $0 Form 4
2026-05-26 Sarin Arun Director Grant / award / vesting (derivative) 3,977 $0 Form 4
2026-05-26 Sarin Arun Director Grant / award / vesting 1,602 $0 Form 4
2026-05-26 Ellis Stephen A Director Grant / award / vesting (derivative) 3,977 $0 Form 4
2026-05-26 Ellis Stephen A Director Grant / award / vesting 1,602 $0 Form 4
2026-05-26 SNEED PAULA A Director Grant / award / vesting (derivative) 3,977 $0 Form 4
2026-05-26 SNEED PAULA A Director Grant / award / vesting 1,602 $0 Form 4
2026-05-26 HERRINGER FRANK C Director Grant / award / vesting (derivative) 3,977 $0 Form 4
2026-05-26 HERRINGER FRANK C Director Grant / award / vesting 1,602 $0 Form 4
2026-05-26 DODDS CHRISTOPHER V Director Grant / award / vesting (derivative) 3,977 $0 Form 4
2026-05-26 DODDS CHRISTOPHER V Director Grant / award / vesting 1,602 $0 Form 4
2026-05-26 Brown Marianne Catherine Director Grant / award / vesting (derivative) 3,977 $0 Form 4
2026-05-26 Brown Marianne Catherine Director Grant / award / vesting 1,602 $0 Form 4
2026-05-22 Schwab Charles R. Director, Officer (Co-Chairman) Bona fide gift 210,000 $0 Form 4
2026-05-21 Dea Joan Director Bona fide gift 835 $0 Form 4
2026-05-19 Schwab Charles R. Director, Officer (Co-Chairman) Open-market sale 27,500 $92.22 $2.54M Form 4
2026-05-18 Schwab Charles R. Director, Officer (Co-Chairman) Open-market sale 27,500 $92.40 $2.54M Form 4
2026-05-15 Schwab Charles R. Director, Officer (Co-Chairman) Bona fide gift 5,300 $0 Form 4
2026-05-13 Sarin Arun Director Option exercise / conversion (derivative) 7,866 $0 Form 4
2026-05-13 Sarin Arun Director Open-market sale 2,500 $91.16 $227.9K Form 4
2026-05-13 Sarin Arun Director Option exercise / conversion 7,866 $28.96 $227.8K Form 4

Ask the chat about SCHW's insider activity →

Transaction types are the SEC Form 4 codes: open-market purchases (P) and sales (S) are the only rows that reflect open-market conviction. Awards/vesting (A), option exercises (M/X/C), shares withheld for taxes (F) and gifts (G) are compensation or mechanical, not buying or selling on the open market. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan); open-market buying is not a recommendation to buy. Informational only — not financial advice.

Source: SEC EDGAR Form 3/4/5. See the full company profile: Charles Schwab Corporation (SCHW).

Last updated 2026-08-27 (most recent filing date).

Informational only — NOT financial advice. Insider filings are sourced from SEC EDGAR and shown with their reported dates.