SCHW (The Charles Schwab Corporation)
Insider Trading Activity
Every open-market purchase and sale reported by SCHW officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-28 | Charles R. Schwab | Co-Chairman | G | — | — |
| 2026-08-27 | Carolyn Schwab-Pomerantz | Director | Sell | — | — |
| 2026-08-26 | Charles R. Schwab | Co-Chairman | Sell | — | — |
| 2026-08-26 | Walter W Bettinger | Co-Chairman | MIXED | — | — |
| 2026-08-19 | Charles R. Schwab | Co-Chairman | G | — | — |
| 2026-08-18 | Jonathan S Beatty | MD, Head of Advisor Services | Sell | — | — |
| 2026-08-17 | Dennis Howard | MD, Chief Tech, OPS & Data Off | Sell | — | — |
| 2026-08-17 | Jonathan M. Craig | MD, Head of Retail Investing | MIXED | — | — |
| 2026-08-13 | Charles R. Schwab | Co-Chairman | Sell | — | — |
| 2026-08-11 | Charles R. Schwab | Co-Chairman | Sell | — | — |
| 2026-08-10 | Nigel J Murtagh | Chief Risk Officer | MIXED | — | — |
| 2026-08-10 | Charles R. Schwab | Co-Chairman | G | — | — |
| 2026-08-10 | PAULA A SNEED | Director | Sell | — | — |
| 2026-08-07 | Carolyn Schwab-Pomerantz | Director | Sell | — | — |
| 2026-08-07 | Jonathan M. Craig | MD, Head of Retail Investing | MIXED | — | — |
| 2026-08-07 | Jonathan M. Craig | MD, Head of Retail Investing | MIXED | — | — |
| 2026-08-07 | Carolyn Schwab-Pomerantz | Director | Sell | — | — |
| 2026-08-05 | Carolyn Schwab-Pomerantz | Director | Sell | — | — |
| 2026-08-04 | Dennis Howard | MD, Chief Tech, OPS & Data Off | F | — | — |
| 2026-08-04 | Charles R. Schwab | Co-Chairman | Sell | — | — |
| 2026-07-30 | Dennis Howard | MD, Chief Tech, OPS & Data Off | MIXED | — | — |
| 2026-07-30 | Charles R. Schwab | Co-Chairman | MIXED | — | — |
| 2026-07-30 | Carolyn Schwab-Pomerantz | Director | MIXED | — | — |
| 2026-07-29 | Nigel J Murtagh | Chief Risk Officer | MIXED | — | — |
| 2026-07-29 | Walter W Bettinger | Co-Chairman | MIXED | — | — |
| 2026-07-28 | Charles R. Schwab | Co-Chairman | Sell | — | — |
| 2026-07-27 | Peter J. III Morgan | General Counsel | Sell | — | — |
| 2026-07-23 | Nigel J Murtagh | Chief Risk Officer | MIXED | — | — |
| 2026-07-21 | Jonathan S Beatty | MD, Head of Advisor Services | Sell | — | — |
| 2026-07-09 | Jonathan M. Craig | MD, Head of Retail Investing | MIXED | — | — |
| 2026-07-08 | Jonathan S Beatty | MD, Head of Advisor Services | Sell | — | — |
| 2026-07-06 | FRANK C HERRINGER | Director | A | — | — |
| 2026-07-06 | Marianne Catherine Brown | Director | A | — | — |
| 2026-07-06 | Stephen A Ellis | Director | A | — | — |
| 2026-07-06 | Charles A. Ruffel | Director | A | — | — |
| 2026-07-06 | Jonathan S Beatty | MD, Head of Advisor Services | MIXED | — | — |
| 2026-06-25 | Stephen A Ellis | Director | M | — | — |
| 2026-06-04 | Michael D Verdeschi | CFO | F | — | — |
| 2026-05-28 | Richard A Wurster | President & CEO | Buy | — | — |
| 2026-05-28 | Joan Dea | Director | A | — | — |
| 2026-05-28 | Carolyn Schwab-Pomerantz | Director | A | — | — |
| 2026-05-28 | Charles A. Ruffel | Director | A | — | — |
| 2026-05-28 | JOHN K JR ADAMS | Director | A | — | — |
| 2026-05-27 | Arun Sarin | Director | A | — | — |
| 2026-05-27 | Stephen A Ellis | Director | A | — | — |
| 2026-05-27 | PAULA A SNEED | Director | A | — | — |
| 2026-05-27 | FRANK C HERRINGER | Director | A | — | — |
| 2026-05-27 | CHRISTOPHER V DODDS | Director | A | — | — |
| 2026-05-27 | Marianne Catherine Brown | Director | A | — | — |
| 2026-05-26 | Joan Dea | Director | G | — | — |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| — | Co-Chairman | 30,021,463 | — |
| — | Director | 3,581,819 | — |
| — | Director | 911,618 | — |
| — | Co-Chairman | 752,117 | — |
| — | Director | 535,134 | — |
| — | Director | 456,323 | — |
| — | COO | 246,433 | — |
| — | Director | 234,709 | — |
| — | President & CEO | 223,004 | — |
| — | EVP-Schwab Financial Products | 199,240 | — |
| — | Director | 194,582 | — |
| — | Director | 194,100 | — |
| — | EVP - Client Solutions | 180,147 | — |
| — | EVP and CIO | 176,757 | — |
| — | Director | 175,488 | — |
| — | EVP - Schwab Institutional | 146,461 | — |
| — | EVP - Human Resources | 138,013 | — |
| — | EVP - Investor Services | 111,136 | — |
| — | Director | 109,437 | — |
| — | EVP and General Counsel | 105,274 | — |
| — | Director | 101,386 | — |
| — | EVP - Investor Services | 76,472 | — |
| — | EVP & Chief Marketing Officer | 75,889 | — |
| — | Director | 62,893 | — |
| — | EVP - Investor Services | 60,894 | — |
Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.
Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.
Full filing history and per-insider positions are on the SCHW quote page; the site-wide leaderboard is on the insider transactions hub.