Charles R. Schwab
CIK 923738 · Co-Chairman · last filed 2026-08-28
Charles R. Schwab is a Co-Chairman who has filed 491 SEC Form 4 insider transactions across 3 companies since 2007. The most recent filing, for SCHW, was dated Aug 28, 2026. Across all open-market trades the lifetime net is −$2.78B, making them a net seller over the disclosed history. Current disclosed insider exposure totals $2.68B across reported positions. 10 SEC filings were submitted jointly with YAHOO INC.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
SCHW price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
WESTLAKE, TX 76262
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SCHW | Co-Chairman | 30,021,463 | $89.41 | $2.68B | -$2.79B | 412 | 2026-08-28 |
| LOCL | 10%+ Owner | 10,758 | $0.91 | $9.8K | $3.40M | 5 | 2026-08-10 |
| Local Bounti Corporation/DE (LOCL.WS) Delisted | 10%+ Owner | 11,157,694 | $0.01 | $73.6K | $7.64M | 4 | 2022-10-25 |
Recent Filings
491 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-08-28 | SCHW | Gift (G) | −9,300 | $0 | EDGAR |
| 2026-08-26 | SCHW | Sell (S) | −117,000 | -$13.24M | EDGAR |
| 2026-08-24 | SCHW | Notice (144) | −117,000 | -$13.28M | EDGAR |
| 2026-08-19 | SCHW | Gift (G) | −100,050 | $0 | EDGAR |
| 2026-08-14 | SCHW | Notice (144) | −90,500 | -$10.05M | EDGAR |
| 2026-08-13 | SCHW | Notice (144) | −91,325 | -$9.98M | EDGAR |
| 2026-08-13 | SCHW | Sell (S) | −46,410 | -$5.02M | EDGAR |
| 2026-08-12 | SCHW | Notice (144) | −46,410 | -$5.02M | EDGAR |
| 2026-08-11 | SCHW | Notice (144) | −46,445 | -$5.02M | EDGAR |
| 2026-08-11 | SCHW | Sell (S) | −46,445 | -$5.01M | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.