Financial Metrics

SCHW-PJ SCHWAB CHARLES CORP

Range: 2016-01-01 to 2026-04-29

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Chart Range:

% Change:

Annual View:

Financial Statements

Grouped by statement

Income Statement

Metrics: 6

Revenue

Q: 30 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2016-03-31	1764000000.0	—	USD	10-Q	2017-05-08
Quarterly	2016-06-30	1828000000.0	+3.6%	USD	10-Q	2017-08-07
Quarterly	2016-09-30	1914000000.0	+4.7%	USD	10-Q	2017-11-07
Quarterly	2017-03-31	2081000000.0	+8.7%	USD	10-Q	2018-05-09
Quarterly	2017-06-30	2130000000.0	+2.4%	USD	10-Q	2018-08-08
Quarterly	2017-09-30	2165000000.0	+1.6%	USD	10-Q	2018-11-07
Quarterly	2018-03-31	2398000000.0	+10.8%	USD	10-Q	2019-05-08
Quarterly	2018-06-30	2486000000.0	+3.7%	USD	10-Q	2019-08-07
Quarterly	2018-09-30	2579000000.0	+3.7%	USD	10-Q	2019-11-07
Quarterly	2019-03-31	2723000000.0	+5.6%	USD	10-Q	2020-05-08
Quarterly	2019-06-30	2681000000.0	-1.5%	USD	10-Q	2020-08-07
Quarterly	2019-09-30	2711000000.0	+1.1%	USD	10-Q	2020-11-09
Quarterly	2020-03-31	2617000000.0	-3.5%	USD	10-Q	2021-05-07
Quarterly	2020-06-30	2450000000.0	-6.4%	USD	10-Q	2021-08-06
Quarterly	2020-09-30	2448000000.0	-0.1%	USD	10-Q	2021-11-08
Quarterly	2021-03-31	4715000000.0	+92.6%	USD	10-Q	2022-05-09
Quarterly	2021-06-30	4527000000.0	-4.0%	USD	10-Q	2022-08-08
Quarterly	2021-09-30	4570000000.0	+0.9%	USD	10-Q	2022-11-08
Quarterly	2022-03-31	4672000000.0	+2.2%	USD	10-Q	2023-05-08
Quarterly	2022-06-30	5093000000.0	+9.0%	USD	10-Q	2023-08-08
Quarterly	2022-09-30	5500000000.0	+8.0%	USD	10-Q	2023-11-08
Quarterly	2023-03-31	5116000000.0	-7.0%	USD	10-Q	2024-05-09
Quarterly	2023-06-30	4656000000.0	-9.0%	USD	10-Q	2024-08-08
Quarterly	2023-09-30	4606000000.0	-1.1%	USD	10-Q	2024-11-08
Quarterly	2024-03-31	4740000000.0	+2.9%	USD	10-Q	2025-05-09
Quarterly	2024-06-30	4690000000.0	-1.1%	USD	10-Q	2025-08-08
Quarterly	2024-09-30	4847000000.0	+3.3%	USD	10-Q	2025-11-07
Quarterly	2025-03-31	5599000000.0	+15.5%	USD	10-Q	2025-05-09
Quarterly	2025-06-30	5851000000.0	+4.5%	USD	10-Q	2025-08-08
Quarterly	2025-09-30	6135000000.0	+4.9%	USD	10-Q	2025-11-07
Annual	2016-12-31	7478000000.0	—	USD	10-K	2019-02-22
Annual	2017-12-31	8618000000.0	+15.2%	USD	10-K	2020-02-26
Annual	2018-12-31	10132000000.0	+17.6%	USD	10-K	2021-02-24
Annual	2019-12-31	10721000000.0	+5.8%	USD	10-K	2022-02-24
Annual	2020-12-31	11691000000.0	+9.0%	USD	10-K	2023-02-24
Annual	2021-12-31	18520000000.0	+58.4%	USD	10-K	2024-02-23
Annual	2022-12-31	20762000000.0	+12.1%	USD	10-K	2025-02-26
Annual	2023-12-31	18837000000.0	-9.3%	USD	10-K	2026-02-25
Annual	2024-12-31	19606000000.0	+4.1%	USD	10-K	2026-02-25
Annual	2025-12-31	23921000000.0	+22.0%	USD	10-K	2026-02-25

Gross Profit

Q: 0 | A: 0

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed

Operating Income

Q: 0 | A: 0

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed

Net Income

Q: 30 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2016-03-31	412000000.0	—	USD	10-Q	2017-05-08
Quarterly	2016-06-30	452000000.0	+9.7%	USD	10-Q	2017-08-07
Quarterly	2016-09-30	503000000.0	+11.3%	USD	10-Q	2017-11-07
Quarterly	2017-03-31	564000000.0	+12.1%	USD	10-Q	2018-05-09
Quarterly	2017-06-30	575000000.0	+2.0%	USD	10-Q	2018-08-08
Quarterly	2017-09-30	618000000.0	+7.5%	USD	10-Q	2018-11-07
Quarterly	2018-03-31	783000000.0	+26.7%	USD	10-Q	2019-05-08
Quarterly	2018-06-30	866000000.0	+10.6%	USD	10-Q	2019-08-07
Quarterly	2018-09-30	923000000.0	+6.6%	USD	10-Q	2019-11-07
Quarterly	2019-03-31	964000000.0	+4.4%	USD	10-Q	2020-05-08
Quarterly	2019-06-30	937000000.0	-2.8%	USD	10-Q	2020-08-07
Quarterly	2019-09-30	951000000.0	+1.5%	USD	10-Q	2020-11-09
Quarterly	2020-03-31	795000000.0	-16.4%	USD	10-Q	2021-05-07
Quarterly	2020-06-30	671000000.0	-15.6%	USD	10-Q	2021-08-06
Quarterly	2020-09-30	698000000.0	+4.0%	USD	10-Q	2021-11-08
Quarterly	2021-03-31	1484000000.0	+112.6%	USD	10-Q	2022-05-09
Quarterly	2021-06-30	1265000000.0	-14.8%	USD	10-Q	2022-08-08
Quarterly	2021-09-30	1526000000.0	+20.6%	USD	10-Q	2022-11-08
Quarterly	2022-03-31	1402000000.0	-8.1%	USD	10-Q	2023-05-08
Quarterly	2022-06-30	1793000000.0	+27.9%	USD	10-Q	2023-08-08
Quarterly	2022-09-30	2020000000.0	+12.7%	USD	10-Q	2023-11-08
Quarterly	2023-03-31	1603000000.0	-20.6%	USD	10-Q	2024-05-09
Quarterly	2023-06-30	1294000000.0	-19.3%	USD	10-Q	2024-08-08
Quarterly	2023-09-30	1125000000.0	-13.1%	USD	10-Q	2024-11-08
Quarterly	2024-03-31	1362000000.0	+21.1%	USD	10-Q	2025-05-09
Quarterly	2024-06-30	1332000000.0	-2.2%	USD	10-Q	2025-08-08
Quarterly	2024-09-30	1408000000.0	+5.7%	USD	10-Q	2025-11-07
Quarterly	2025-03-31	1909000000.0	+35.6%	USD	10-Q	2025-05-09
Quarterly	2025-06-30	2126000000.0	+11.4%	USD	10-Q	2025-08-08
Quarterly	2025-09-30	2358000000.0	+10.9%	USD	10-Q	2025-11-07
Annual	2016-12-31	1889000000.0	—	USD	10-K	2019-02-22
Annual	2017-12-31	2354000000.0	+24.6%	USD	10-K	2020-02-26
Annual	2018-12-31	3507000000.0	+49.0%	USD	10-K	2021-02-24
Annual	2019-12-31	3704000000.0	+5.6%	USD	10-K	2022-02-24
Annual	2020-12-31	3299000000.0	-10.9%	USD	10-K	2023-02-24
Annual	2021-12-31	5855000000.0	+77.5%	USD	10-K	2024-02-23
Annual	2022-12-31	7183000000.0	+22.7%	USD	10-K	2025-02-26
Annual	2023-12-31	5067000000.0	-29.5%	USD	10-K	2026-02-25
Annual	2024-12-31	5942000000.0	+17.3%	USD	10-K	2026-02-25
Annual	2025-12-31	8852000000.0	+49.0%	USD	10-K	2026-02-25

EPS Basic

Q: 30 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2016-03-31	0.3	—	USD/shares	10-Q	2017-05-08
Quarterly	2016-06-30	0.31	+3.3%	USD/shares	10-Q	2017-08-07
Quarterly	2016-09-30	0.36	+16.1%	USD/shares	10-Q	2017-11-07
Quarterly	2017-03-31	0.39	+8.3%	USD/shares	10-Q	2018-05-09
Quarterly	2017-06-30	0.4	+2.6%	USD/shares	10-Q	2018-08-08
Quarterly	2017-09-30	0.43	+7.5%	USD/shares	10-Q	2018-11-07
Quarterly	2018-03-31	0.55	+27.9%	USD/shares	10-Q	2019-05-08
Quarterly	2018-06-30	0.6	+9.1%	USD/shares	10-Q	2019-08-07
Quarterly	2018-09-30	0.66	+10.0%	USD/shares	10-Q	2019-11-07
Quarterly	2019-03-31	0.69	+4.5%	USD/shares	10-Q	2020-05-08
Quarterly	2019-06-30	0.67	-2.9%	USD/shares	10-Q	2020-08-07
Quarterly	2019-09-30	0.7	+4.5%	USD/shares	10-Q	2020-11-09
Quarterly	2020-03-31	0.59	-15.7%	USD/shares	10-Q	2021-05-07
Quarterly	2020-06-30	0.48	-18.6%	USD/shares	10-Q	2021-08-06
Quarterly	2020-09-30	0.48	+0.0%	USD/shares	10-Q	2021-11-08
Quarterly	2021-03-31	0.74	+54.2%	USD/shares	10-Q	2022-05-09
Quarterly	2021-06-30	0.59	-20.3%	USD/shares	10-Q	2022-08-08
Quarterly	2021-09-30	0.74	+25.4%	USD/shares	10-Q	2022-11-08
Quarterly	2022-03-31	0.67	-9.5%	USD/shares	10-Q	2023-05-08
Quarterly	2022-06-30	0.87	+29.9%	USD/shares	10-Q	2023-08-08
Quarterly	2022-09-30	1.0	+14.9%	USD/shares	10-Q	2023-11-08
Quarterly	2023-03-31	0.84	-16.0%	USD/shares	10-Q	2024-05-09
Quarterly	2023-06-30	0.64	-23.8%	USD/shares	10-Q	2024-08-08
Quarterly	2023-09-30	0.56	-12.5%	USD/shares	10-Q	2024-11-08
Quarterly	2024-03-31	0.69	+23.2%	USD/shares	10-Q	2025-05-09
Quarterly	2024-06-30	0.66	-4.3%	USD/shares	10-Q	2025-08-08
Quarterly	2024-09-30	0.71	+7.6%	USD/shares	10-Q	2025-11-07
Quarterly	2025-03-31	0.99	+39.4%	USD/shares	10-Q	2025-05-09
Quarterly	2025-06-30	1.09	+10.1%	USD/shares	10-Q	2025-08-08
Quarterly	2025-09-30	1.26	+15.6%	USD/shares	10-Q	2025-11-07
Annual	2016-12-31	1.32	—	USD/shares	10-K	2019-02-22
Annual	2017-12-31	1.63	+23.5%	USD/shares	10-K	2020-02-26
Annual	2018-12-31	2.47	+51.5%	USD/shares	10-K	2021-02-24
Annual	2019-12-31	2.69	+8.9%	USD/shares	10-K	2022-02-24
Annual	2020-12-31	2.13	-20.8%	USD/shares	10-K	2023-02-24
Annual	2021-12-31	2.84	+33.3%	USD/shares	10-K	2024-02-23
Annual	2022-12-31	3.52	+23.9%	USD/shares	10-K	2025-02-26
Annual	2023-12-31	2.55	-27.6%	USD/shares	10-K	2026-02-25
Annual	2024-12-31	3.0	+17.6%	USD/shares	10-K	2026-02-25
Annual	2025-12-31	4.67	+55.7%	USD/shares	10-K	2026-02-25

EPS Diluted

Q: 30 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2016-03-31	0.29	—	USD/shares	10-Q	2017-05-08
Quarterly	2016-06-30	0.3	+3.4%	USD/shares	10-Q	2017-08-07
Quarterly	2016-09-30	0.35	+16.7%	USD/shares	10-Q	2017-11-07
Quarterly	2017-03-31	0.39	+11.4%	USD/shares	10-Q	2018-05-09
Quarterly	2017-06-30	0.39	+0.0%	USD/shares	10-Q	2018-08-08
Quarterly	2017-09-30	0.42	+7.7%	USD/shares	10-Q	2018-11-07
Quarterly	2018-03-31	0.55	+31.0%	USD/shares	10-Q	2019-05-08
Quarterly	2018-06-30	0.6	+9.1%	USD/shares	10-Q	2019-08-07
Quarterly	2018-09-30	0.65	+8.3%	USD/shares	10-Q	2019-11-07
Quarterly	2019-03-31	0.69	+6.2%	USD/shares	10-Q	2020-05-08
Quarterly	2019-06-30	0.66	-4.3%	USD/shares	10-Q	2020-08-07
Quarterly	2019-09-30	0.7	+6.1%	USD/shares	10-Q	2020-11-09
Quarterly	2020-03-31	0.58	-17.1%	USD/shares	10-Q	2021-05-07
Quarterly	2020-06-30	0.48	-17.2%	USD/shares	10-Q	2021-08-06
Quarterly	2020-09-30	0.48	+0.0%	USD/shares	10-Q	2021-11-08
Quarterly	2021-03-31	0.73	+52.1%	USD/shares	10-Q	2022-05-09
Quarterly	2021-06-30	0.59	-19.2%	USD/shares	10-Q	2022-08-08
Quarterly	2021-09-30	0.74	+25.4%	USD/shares	10-Q	2022-11-08
Quarterly	2022-03-31	0.67	-9.5%	USD/shares	10-Q	2023-05-08
Quarterly	2022-06-30	0.87	+29.9%	USD/shares	10-Q	2023-08-08
Quarterly	2022-09-30	0.99	+13.8%	USD/shares	10-Q	2023-11-08
Quarterly	2023-03-31	0.83	-16.2%	USD/shares	10-Q	2024-05-09
Quarterly	2023-06-30	0.64	-22.9%	USD/shares	10-Q	2024-08-08
Quarterly	2023-09-30	0.56	-12.5%	USD/shares	10-Q	2024-11-08
Quarterly	2024-03-31	0.68	+21.4%	USD/shares	10-Q	2025-05-09
Quarterly	2024-06-30	0.66	-2.9%	USD/shares	10-Q	2025-08-08
Quarterly	2024-09-30	0.71	+7.6%	USD/shares	10-Q	2025-11-07
Quarterly	2025-03-31	0.99	+39.4%	USD/shares	10-Q	2025-05-09
Quarterly	2025-06-30	1.08	+9.1%	USD/shares	10-Q	2025-08-08
Quarterly	2025-09-30	1.26	+16.7%	USD/shares	10-Q	2025-11-07
Annual	2016-12-31	1.31	—	USD/shares	10-K	2019-02-22
Annual	2017-12-31	1.61	+22.9%	USD/shares	10-K	2020-02-26
Annual	2018-12-31	2.45	+52.2%	USD/shares	10-K	2021-02-24
Annual	2019-12-31	2.67	+9.0%	USD/shares	10-K	2022-02-24
Annual	2020-12-31	2.12	-20.6%	USD/shares	10-K	2023-02-24
Annual	2021-12-31	2.83	+33.5%	USD/shares	10-K	2024-02-23
Annual	2022-12-31	3.5	+23.7%	USD/shares	10-K	2025-02-26
Annual	2023-12-31	2.54	-27.4%	USD/shares	10-K	2026-02-25
Annual	2024-12-31	2.99	+17.7%	USD/shares	10-K	2026-02-25
Annual	2025-12-31	4.65	+55.5%	USD/shares	10-K	2026-02-25

Balance Sheet

Metrics: 9

Cash and Equivalents

Q: 39 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2016-03-31	10457000000.0	—	USD	10-Q	2017-05-08
Quarterly	2016-06-30	12976000000.0	+24.1%	USD	10-Q	2017-08-07
Quarterly	2016-09-30	10431000000.0	-19.6%	USD	10-Q	2017-11-07
Quarterly	2016-12-31	10828000000.0	+3.8%	USD	10-Q	2017-11-07
Quarterly	2017-03-31	9475000000.0	-12.5%	USD	10-Q	2018-05-09
Quarterly	2017-06-30	9575000000.0	+1.1%	USD	10-Q	2018-08-08
Quarterly	2017-09-30	12253000000.0	+28.0%	USD	10-Q	2018-11-07
Quarterly	2017-12-31	14217000000.0	+16.0%	USD	10-Q	2018-11-07
Quarterly	2018-03-31	14145000000.0	-0.5%	USD	10-Q	2019-05-08
Quarterly	2018-06-30	13250000000.0	-6.3%	USD	10-Q	2019-08-07
Quarterly	2018-09-30	21830000000.0	+64.8%	USD	10-Q	2019-11-07
Quarterly	2018-12-31	27938000000.0	+28.0%	USD	10-Q	2019-11-07
Quarterly	2019-03-31	32558000000.0	+16.5%	USD	10-Q	2020-05-08
Quarterly	2019-06-30	24199000000.0	-25.7%	USD	10-Q	2020-08-07
Quarterly	2019-09-30	20252000000.0	-16.3%	USD	10-Q	2020-11-09
Quarterly	2019-12-31	29345000000.0	+44.9%	USD	10-Q	2020-11-09
Quarterly	2020-03-31	68458000000.0	+133.3%	USD	10-Q	2021-05-07
Quarterly	2020-06-30	33574000000.0	-51.0%	USD	10-Q	2021-08-06
Quarterly	2020-09-30	27465000000.0	-18.2%	USD	10-Q	2021-11-08
Quarterly	2020-12-31	40348000000.0	+46.9%	USD	10-Q	2021-11-08
Quarterly	2021-03-31	48182000000.0	+19.4%	USD	10-Q	2022-05-09
Quarterly	2021-06-30	30337000000.0	-37.0%	USD	10-Q	2022-08-08
Quarterly	2021-09-30	34323000000.0	+13.1%	USD	10-Q	2022-11-08
Quarterly	2021-12-31	62975000000.0	+83.5%	USD	10-Q	2022-11-08
Quarterly	2022-03-31	91126000000.0	+44.7%	USD	10-Q	2023-05-08
Quarterly	2022-06-30	64550000000.0	-29.2%	USD	10-Q	2023-08-08
Quarterly	2022-09-30	46486000000.0	-28.0%	USD	10-Q	2023-11-08
Quarterly	2022-12-31	40195000000.0	-13.5%	USD	10-Q	2023-11-08
Quarterly	2023-03-31	49162000000.0	+22.3%	USD	10-Q	2024-05-09
Quarterly	2023-06-30	47651000000.0	-3.1%	USD	10-Q	2024-08-08
Quarterly	2023-09-30	33251000000.0	-30.2%	USD	10-Q	2024-11-08
Quarterly	2023-12-31	43337000000.0	+30.3%	USD	10-Q	2024-11-08
Quarterly	2024-03-31	31752000000.0	-26.7%	USD	10-Q	2025-05-09
Quarterly	2024-06-30	25350000000.0	-20.2%	USD	10-Q	2025-08-08
Quarterly	2024-09-30	34850000000.0	+37.5%	USD	10-Q	2025-11-07
Quarterly	2024-12-31	42083000000.0	+20.8%	USD	10-Q	2025-11-07
Quarterly	2025-03-31	35009000000.0	-16.8%	USD	10-Q	2025-05-09
Quarterly	2025-06-30	32195000000.0	-8.0%	USD	10-Q	2025-08-08
Quarterly	2025-09-30	30572000000.0	-5.0%	USD	10-Q	2025-11-07
Annual	2016-12-31	10828000000.0	—	USD	10-K	2019-02-22
Annual	2017-12-31	14217000000.0	+31.3%	USD	10-K	2020-02-26
Annual	2018-12-31	27938000000.0	+96.5%	USD	10-K	2021-02-24
Annual	2019-12-31	29345000000.0	+5.0%	USD	10-K	2022-02-24
Annual	2020-12-31	40348000000.0	+37.5%	USD	10-K	2023-02-24
Annual	2021-12-31	62975000000.0	+56.1%	USD	10-K	2024-02-23
Annual	2022-12-31	40195000000.0	-36.2%	USD	10-K	2025-02-26
Annual	2023-12-31	43337000000.0	+7.8%	USD	10-K	2026-02-25
Annual	2024-12-31	42083000000.0	-2.9%	USD	10-K	2026-02-25
Annual	2025-12-31	46030000000.0	+9.4%	USD	10-K	2026-02-25

Accounts Receivable

Q: 0 | A: 0

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed

Inventory

Q: 0 | A: 0

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed

Current Assets

Q: 0 | A: 0

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed

Total Assets

Q: 39 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2016-03-31	190998000000.0	—	USD	10-Q	2016-05-06
Quarterly	2016-06-30	198052000000.0	+3.7%	USD	10-Q	2016-08-05
Quarterly	2016-09-30	209337000000.0	+5.7%	USD	10-Q	2016-11-07
Quarterly	2016-12-31	223383000000.0	+6.7%	USD	10-Q	2017-11-07
Quarterly	2017-03-31	227061000000.0	+1.6%	USD	10-Q	2017-05-08
Quarterly	2017-06-30	220601000000.0	-2.8%	USD	10-Q	2017-08-07
Quarterly	2017-09-30	230714000000.0	+4.6%	USD	10-Q	2017-11-07
Quarterly	2017-12-31	243274000000.0	+5.4%	USD	10-Q	2018-11-07
Quarterly	2018-03-31	248320000000.0	+2.1%	USD	10-Q	2018-05-09
Quarterly	2018-06-30	261882000000.0	+5.5%	USD	10-Q	2018-08-08
Quarterly	2018-09-30	272102000000.0	+3.9%	USD	10-Q	2018-11-07
Quarterly	2018-12-31	296482000000.0	+9.0%	USD	10-Q	2019-11-07
Quarterly	2019-03-31	282815000000.0	-4.6%	USD	10-Q	2019-05-08
Quarterly	2019-06-30	276321000000.0	-2.3%	USD	10-Q	2019-08-07
Quarterly	2019-09-30	278987000000.0	+1.0%	USD	10-Q	2019-11-07
Quarterly	2019-12-31	294005000000.0	+5.4%	USD	10-Q	2020-11-09
Quarterly	2020-03-31	370779000000.0	+26.1%	USD	10-Q	2020-05-08
Quarterly	2020-06-30	400484000000.0	+8.0%	USD	10-Q	2020-08-07
Quarterly	2020-09-30	419355000000.0	+4.7%	USD	10-Q	2020-11-09
Quarterly	2020-12-31	549009000000.0	+30.9%	USD	10-Q	2021-11-08
Quarterly	2021-03-31	563457000000.0	+2.6%	USD	10-Q	2021-05-07
Quarterly	2021-06-30	574532000000.0	+2.0%	USD	10-Q	2021-08-06
Quarterly	2021-09-30	607548000000.0	+5.7%	USD	10-Q	2021-11-08
Quarterly	2021-12-31	667270000000.0	+9.8%	USD	10-Q	2022-11-08
Quarterly	2022-03-31	680950000000.0	+2.1%	USD	10-Q	2022-05-09
Quarterly	2022-06-30	637557000000.0	-6.4%	USD	10-Q	2022-08-08
Quarterly	2022-09-30	577563000000.0	-9.4%	USD	10-Q	2022-11-08
Quarterly	2022-12-31	551772000000.0	-4.5%	USD	10-Q	2023-11-08
Quarterly	2023-03-31	535552000000.0	-2.9%	USD	10-Q	2023-05-08
Quarterly	2023-06-30	511505000000.0	-4.5%	USD	10-Q	2023-08-08
Quarterly	2023-09-30	475204000000.0	-7.1%	USD	10-Q	2023-11-08
Quarterly	2023-12-31	493178000000.0	+3.8%	USD	10-Q	2024-11-08
Quarterly	2024-03-31	468784000000.0	-4.9%	USD	10-Q	2024-05-09
Quarterly	2024-06-30	449675000000.0	-4.1%	USD	10-Q	2024-08-08
Quarterly	2024-09-30	466055000000.0	+3.6%	USD	10-Q	2024-11-08
Quarterly	2024-12-31	479843000000.0	+3.0%	USD	10-Q	2025-11-07
Quarterly	2025-03-31	462903000000.0	-3.5%	USD	10-Q	2025-05-09
Quarterly	2025-06-30	458936000000.0	-0.9%	USD	10-Q	2025-08-08
Quarterly	2025-09-30	465255000000.0	+1.4%	USD	10-Q	2025-11-07
Annual	2016-12-31	223383000000.0	—	USD	10-K	2018-02-22
Annual	2017-12-31	243274000000.0	+8.9%	USD	10-K	2019-02-22
Annual	2018-12-31	296482000000.0	+21.9%	USD	10-K	2020-02-26
Annual	2019-12-31	294000000000.0	-0.8%	USD	10-K	2023-02-24
Annual	2020-12-31	549009000000.0	+86.7%	USD	10-K	2022-02-24
Annual	2021-12-31	667270000000.0	+21.5%	USD	10-K	2023-02-24
Annual	2022-12-31	551772000000.0	-17.3%	USD	10-K	2024-02-23
Annual	2023-12-31	493178000000.0	-10.6%	USD	10-K	2025-02-26
Annual	2024-12-31	479843000000.0	-2.7%	USD	10-K	2026-02-25
Annual	2025-12-31	490995000000.0	+2.3%	USD	10-K	2026-02-25

Current Liabilities

Q: 0 | A: 0

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed

Total Liabilities

Q: 39 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2016-03-31	176485000000.0	—	USD	10-Q	2016-05-06
Quarterly	2016-06-30	183062000000.0	+3.7%	USD	10-Q	2016-08-05
Quarterly	2016-09-30	193867000000.0	+5.9%	USD	10-Q	2016-11-07
Quarterly	2016-12-31	206962000000.0	+6.8%	USD	10-Q	2017-11-07
Quarterly	2017-03-31	210079000000.0	+1.5%	USD	10-Q	2017-05-08
Quarterly	2017-06-30	203112000000.0	-3.3%	USD	10-Q	2017-08-07
Quarterly	2017-09-30	212687000000.0	+4.7%	USD	10-Q	2017-11-07
Quarterly	2017-12-31	224749000000.0	+5.7%	USD	10-Q	2018-11-07
Quarterly	2018-03-31	228990000000.0	+1.9%	USD	10-Q	2018-05-09
Quarterly	2018-06-30	241785000000.0	+5.6%	USD	10-Q	2018-08-08
Quarterly	2018-09-30	251268000000.0	+3.9%	USD	10-Q	2018-11-07
Quarterly	2018-12-31	275812000000.0	+9.8%	USD	10-Q	2019-11-07
Quarterly	2019-03-31	261190000000.0	-5.3%	USD	10-Q	2019-05-08
Quarterly	2019-06-30	255001000000.0	-2.4%	USD	10-Q	2019-08-07
Quarterly	2019-09-30	257633000000.0	+1.0%	USD	10-Q	2019-11-07
Quarterly	2019-12-31	272260000000.0	+5.7%	USD	10-Q	2020-11-09
Quarterly	2020-03-31	344509000000.0	+26.5%	USD	10-Q	2020-05-08
Quarterly	2020-06-30	369669000000.0	+7.3%	USD	10-Q	2020-08-07
Quarterly	2020-09-30	388024000000.0	+5.0%	USD	10-Q	2020-11-09
Quarterly	2020-12-31	492949000000.0	+27.0%	USD	10-Q	2021-11-08
Quarterly	2021-03-31	507863000000.0	+3.0%	USD	10-Q	2021-05-07
Quarterly	2021-06-30	517082000000.0	+1.8%	USD	10-Q	2021-08-06
Quarterly	2021-09-30	550106000000.0	+6.4%	USD	10-Q	2021-11-08
Quarterly	2021-12-31	611009000000.0	+11.1%	USD	10-Q	2022-11-08
Quarterly	2022-03-31	632852000000.0	+3.6%	USD	10-Q	2022-05-09
Quarterly	2022-06-30	593044000000.0	-6.3%	USD	10-Q	2022-08-08
Quarterly	2022-09-30	540522000000.0	-8.9%	USD	10-Q	2022-11-08
Quarterly	2022-12-31	515164000000.0	-4.7%	USD	10-Q	2023-11-08
Quarterly	2023-03-31	499205000000.0	-3.1%	USD	10-Q	2023-05-08
Quarterly	2023-06-30	474358000000.0	-5.0%	USD	10-Q	2023-08-08
Quarterly	2023-09-30	437420000000.0	-7.8%	USD	10-Q	2023-11-08
Quarterly	2023-12-31	452220000000.0	+3.4%	USD	10-Q	2024-11-08
Quarterly	2024-03-31	426372000000.0	-5.7%	USD	10-Q	2024-05-09
Quarterly	2024-06-30	405722000000.0	-4.8%	USD	10-Q	2024-08-08
Quarterly	2024-09-30	418840000000.0	+3.2%	USD	10-Q	2024-11-08
Quarterly	2024-12-31	431468000000.0	+3.0%	USD	10-Q	2025-11-07
Quarterly	2025-03-31	413392000000.0	-4.2%	USD	10-Q	2025-05-09
Quarterly	2025-06-30	409485000000.0	-0.9%	USD	10-Q	2025-08-08
Quarterly	2025-09-30	415871000000.0	+1.6%	USD	10-Q	2025-11-07
Annual	2016-12-31	206962000000.0	—	USD	10-K	2018-02-22
Annual	2017-12-31	224749000000.0	+8.6%	USD	10-K	2019-02-22
Annual	2018-12-31	275812000000.0	+22.7%	USD	10-K	2020-02-26
Annual	2019-12-31	272260000000.0	-1.3%	USD	10-K	2021-02-24
Annual	2020-12-31	492949000000.0	+81.1%	USD	10-K	2022-02-24
Annual	2021-12-31	611009000000.0	+23.9%	USD	10-K	2023-02-24
Annual	2022-12-31	515164000000.0	-15.7%	USD	10-K	2024-02-23
Annual	2023-12-31	452220000000.0	-12.2%	USD	10-K	2025-02-26
Annual	2024-12-31	431468000000.0	-4.6%	USD	10-K	2026-02-25
Annual	2025-12-31	441570000000.0	+2.3%	USD	10-K	2026-02-25

Stockholders' Equity

Q: 39 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2016-03-31	14513000000.0	—	USD	10-Q	2017-05-08
Quarterly	2016-06-30	14990000000.0	+3.3%	USD	10-Q	2017-08-07
Quarterly	2016-09-30	15470000000.0	+3.2%	USD	10-Q	2017-11-07
Quarterly	2016-12-31	16421000000.0	+6.1%	USD	10-Q	2018-11-07
Quarterly	2017-03-31	16982000000.0	+3.4%	USD	10-Q	2018-05-09
Quarterly	2017-06-30	17489000000.0	+3.0%	USD	10-Q	2018-08-08
Quarterly	2017-09-30	18027000000.0	+3.1%	USD	10-Q	2018-11-07
Quarterly	2017-12-31	18525000000.0	+2.8%	USD	10-Q	2019-11-07
Quarterly	2018-03-31	19330000000.0	+4.3%	USD	10-Q	2019-08-07
Quarterly	2018-06-30	20097000000.0	+4.0%	USD	10-Q	2019-11-07
Quarterly	2018-09-30	20834000000.0	+3.7%	USD	10-Q	2019-11-07
Quarterly	2018-12-31	20670000000.0	-0.8%	USD	10-Q	2020-11-09
Quarterly	2019-03-31	21625000000.0	+4.6%	USD	10-Q	2020-08-07
Quarterly	2019-06-30	21320000000.0	-1.4%	USD	10-Q	2020-11-09
Quarterly	2019-09-30	21354000000.0	+0.2%	USD	10-Q	2020-11-09
Quarterly	2019-12-31	21745000000.0	+1.8%	USD	10-Q	2021-11-08
Quarterly	2020-03-31	26270000000.0	+20.8%	USD	10-Q	2021-08-06
Quarterly	2020-06-30	30815000000.0	+17.3%	USD	10-Q	2021-11-08
Quarterly	2020-09-30	31331000000.0	+1.7%	USD	10-Q	2021-11-08
Quarterly	2020-12-31	56060000000.0	+78.9%	USD	10-Q	2022-11-08
Quarterly	2021-03-31	55594000000.0	-0.8%	USD	10-Q	2022-08-08
Quarterly	2021-06-30	57450000000.0	+3.3%	USD	10-Q	2022-11-08
Quarterly	2021-09-30	57442000000.0	-0.0%	USD	10-Q	2022-11-08
Quarterly	2021-12-31	56261000000.0	-2.1%	USD	10-Q	2023-11-08
Quarterly	2022-03-31	48098000000.0	-14.5%	USD	10-Q	2023-08-08
Quarterly	2022-06-30	44513000000.0	-7.5%	USD	10-Q	2023-11-08
Quarterly	2022-09-30	37041000000.0	-16.8%	USD	10-Q	2023-11-08
Quarterly	2022-12-31	36608000000.0	-1.2%	USD	10-Q	2024-11-08
Quarterly	2023-03-31	36347000000.0	-0.7%	USD	10-Q	2024-08-08
Quarterly	2023-06-30	37147000000.0	+2.2%	USD	10-Q	2024-11-08
Quarterly	2023-09-30	37784000000.0	+1.7%	USD	10-Q	2024-11-08
Quarterly	2023-12-31	40958000000.0	+8.4%	USD	10-Q	2025-11-07
Quarterly	2024-03-31	42412000000.0	+3.5%	USD	10-Q	2025-08-08
Quarterly	2024-06-30	43953000000.0	+3.6%	USD	10-Q	2025-11-07
Quarterly	2024-09-30	47215000000.0	+7.4%	USD	10-Q	2025-11-07
Quarterly	2024-12-31	48375000000.0	+2.5%	USD	10-Q	2025-11-07
Quarterly	2025-03-31	49511000000.0	+2.3%	USD	10-Q	2025-08-08
Quarterly	2025-06-30	49451000000.0	-0.1%	USD	10-Q	2025-11-07
Quarterly	2025-09-30	49384000000.0	-0.1%	USD	10-Q	2025-11-07
Annual	2016-12-31	16421000000.0	—	USD	10-K	2020-02-26
Annual	2017-12-31	18525000000.0	+12.8%	USD	10-K	2021-02-24
Annual	2018-12-31	20670000000.0	+11.6%	USD	10-K	2022-02-24
Annual	2019-12-31	21745000000.0	+5.2%	USD	10-K	2023-02-24
Annual	2020-12-31	56060000000.0	+157.8%	USD	10-K	2024-02-23
Annual	2021-12-31	56261000000.0	+0.4%	USD	10-K	2025-02-26
Annual	2022-12-31	36608000000.0	-34.9%	USD	10-K	2026-02-25
Annual	2023-12-31	40958000000.0	+11.9%	USD	10-K	2026-02-25
Annual	2024-12-31	48375000000.0	+18.1%	USD	10-K	2026-02-25
Annual	2025-12-31	49425000000.0	+2.2%	USD	10-K	2026-02-25

Long-Term Debt

Q: 4 | A: 3

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2020-12-31	13632000000.0	—	USD	10-Q	2021-11-08
Quarterly	2021-03-31	17698000000.0	+29.8%	USD	10-Q	2021-05-07
Quarterly	2021-06-30	18708000000.0	+5.7%	USD	10-Q	2021-08-06
Quarterly	2021-09-30	19530000000.0	+4.4%	USD	10-Q	2021-11-08
Annual	2019-12-31	7430000000.0	—	USD	10-K	2021-02-24
Annual	2020-12-31	13632000000.0	+83.5%	USD	10-K	2022-02-24
Annual	2021-12-31	18914000000.0	+38.7%	USD	10-K	2022-02-24

Cash Flow

Metrics: 4

Operating Cash Flow

Q: 25 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2017-09-30	2451000000.0	—	USD	10-Q	2018-11-07
Quarterly	2018-03-31	248000000.0	-89.9%	USD	10-Q	2019-05-08
Quarterly	2018-06-30	3380000000.0	+1262.9%	USD	10-Q	2019-08-07
Quarterly	2018-09-30	4655000000.0	+37.7%	USD	10-Q	2019-11-07
Quarterly	2019-03-31	-2595000000.0	-155.7%	USD	10-Q	2020-05-08
Quarterly	2019-06-30	-381000000.0	+85.3%	USD	10-Q	2020-08-07
Quarterly	2019-09-30	5021000000.0	+1417.8%	USD	10-Q	2020-11-09
Quarterly	2020-03-31	10118000000.0	+101.5%	USD	10-Q	2021-05-07
Quarterly	2020-06-30	-6325000000.0	-162.5%	USD	10-Q	2021-08-06
Quarterly	2020-09-30	-6405000000.0	-1.3%	USD	10-Q	2021-11-08
Quarterly	2021-03-31	-4742000000.0	+26.0%	USD	10-Q	2022-05-09
Quarterly	2021-06-30	-5336000000.0	-12.5%	USD	10-Q	2022-08-08
Quarterly	2021-09-30	-3521000000.0	+34.0%	USD	10-Q	2022-11-08
Quarterly	2022-03-31	3053000000.0	+186.7%	USD	10-Q	2023-05-08
Quarterly	2022-06-30	-4890000000.0	-260.2%	USD	10-Q	2023-08-08
Quarterly	2022-09-30	4164000000.0	+185.2%	USD	10-Q	2023-11-08
Quarterly	2023-03-31	9777000000.0	+134.8%	USD	10-Q	2024-05-09
Quarterly	2023-06-30	4561000000.0	-53.3%	USD	10-Q	2024-08-08
Quarterly	2023-09-30	-450000000.0	-109.9%	USD	10-Q	2024-11-08
Quarterly	2024-03-31	-1349000000.0	-199.8%	USD	10-Q	2025-05-09
Quarterly	2024-06-30	-5601000000.0	-315.2%	USD	10-Q	2025-08-08
Quarterly	2024-09-30	13497000000.0	+341.0%	USD	10-Q	2025-11-07
Quarterly	2025-03-31	6359000000.0	-52.9%	USD	10-Q	2025-05-09
Quarterly	2025-06-30	9536000000.0	+50.0%	USD	10-Q	2025-08-08
Quarterly	2025-09-30	10074000000.0	+5.6%	USD	10-Q	2025-11-07
Annual	2016-12-31	3603000000.0	—	USD	10-K	2019-02-22
Annual	2017-12-31	-839000000.0	-123.3%	USD	10-K	2020-02-26
Annual	2018-12-31	12456000000.0	+1584.6%	USD	10-K	2021-02-24
Annual	2019-12-31	9325000000.0	-25.1%	USD	10-K	2022-02-24
Annual	2020-12-31	6852000000.0	-26.5%	USD	10-K	2023-02-24
Annual	2021-12-31	2118000000.0	-69.1%	USD	10-K	2024-02-23
Annual	2022-12-31	2057000000.0	-2.9%	USD	10-K	2025-02-26
Annual	2023-12-31	19587000000.0	+852.2%	USD	10-K	2026-02-25
Annual	2024-12-31	2670000000.0	-86.4%	USD	10-K	2026-02-25
Annual	2025-12-31	9311000000.0	+248.7%	USD	10-K	2026-02-25

Investing Cash Flow

Q: 25 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2017-09-30	-7231000000.0	—	USD	10-Q	2018-11-07
Quarterly	2018-03-31	-6539000000.0	+9.6%	USD	10-Q	2019-05-08
Quarterly	2018-06-30	-19654000000.0	-200.6%	USD	10-Q	2019-08-07
Quarterly	2018-09-30	-26020000000.0	-32.4%	USD	10-Q	2019-11-07
Quarterly	2019-03-31	18285000000.0	+170.3%	USD	10-Q	2020-05-08
Quarterly	2019-06-30	20448000000.0	+11.8%	USD	10-Q	2020-08-07
Quarterly	2019-09-30	13259000000.0	-35.2%	USD	10-Q	2020-11-09
Quarterly	2020-03-31	-19196000000.0	-244.8%	USD	10-Q	2021-05-07
Quarterly	2020-06-30	-77445000000.0	-303.4%	USD	10-Q	2021-08-06
Quarterly	2020-09-30	-103445000000.0	-33.6%	USD	10-Q	2021-11-08
Quarterly	2021-03-31	-13158000000.0	+87.3%	USD	10-Q	2022-05-09
Quarterly	2021-06-30	-31019000000.0	-135.7%	USD	10-Q	2022-08-08
Quarterly	2021-09-30	-53970000000.0	-74.0%	USD	10-Q	2022-11-08
Quarterly	2022-03-31	-3642000000.0	+93.3%	USD	10-Q	2023-05-08
Quarterly	2022-06-30	-1252000000.0	+65.6%	USD	10-Q	2023-08-08
Quarterly	2022-09-30	20508000000.0	+1738.0%	USD	10-Q	2023-11-08
Quarterly	2023-03-31	11029000000.0	-46.2%	USD	10-Q	2024-05-09
Quarterly	2023-06-30	29196000000.0	+164.7%	USD	10-Q	2024-08-08
Quarterly	2023-09-30	47729000000.0	+63.5%	USD	10-Q	2024-11-08
Quarterly	2024-03-31	9475000000.0	-80.1%	USD	10-Q	2025-05-09
Quarterly	2024-06-30	19181000000.0	+102.4%	USD	10-Q	2025-08-08
Quarterly	2024-09-30	27697000000.0	+44.4%	USD	10-Q	2025-11-07
Quarterly	2025-03-31	10470000000.0	-62.2%	USD	10-Q	2025-05-09
Quarterly	2025-06-30	19546000000.0	+86.7%	USD	10-Q	2025-08-08
Quarterly	2025-09-30	25689000000.0	+31.4%	USD	10-Q	2025-11-07
Annual	2016-12-31	-38775000000.0	—	USD	10-K	2019-02-22
Annual	2017-12-31	-20473000000.0	+47.2%	USD	10-K	2020-02-26
Annual	2018-12-31	-40555000000.0	-98.1%	USD	10-K	2021-02-24
Annual	2019-12-31	11964000000.0	+129.5%	USD	10-K	2022-02-24
Annual	2020-12-31	-125851000000.0	-1151.9%	USD	10-K	2023-02-24
Annual	2021-12-31	-75663000000.0	+39.9%	USD	10-K	2024-02-23
Annual	2022-12-31	32048000000.0	+142.4%	USD	10-K	2025-02-26
Annual	2023-12-31	57411000000.0	+79.1%	USD	10-K	2026-02-25
Annual	2024-12-31	35431000000.0	-38.3%	USD	10-K	2026-02-25
Annual	2025-12-31	24538000000.0	-30.7%	USD	10-K	2026-02-25

Financing Cash Flow

Q: 25 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2017-09-30	6828000000.0	—	USD	10-Q	2018-11-07
Quarterly	2018-03-31	4756000000.0	-30.3%	USD	10-Q	2019-05-08
Quarterly	2018-06-30	16032000000.0	+237.1%	USD	10-Q	2019-08-07
Quarterly	2018-09-30	29299000000.0	+82.8%	USD	10-Q	2019-11-07
Quarterly	2019-03-31	-12229000000.0	-141.7%	USD	10-Q	2020-05-08
Quarterly	2019-06-30	-24112000000.0	-97.2%	USD	10-Q	2020-08-07
Quarterly	2019-09-30	-24223000000.0	-0.5%	USD	10-Q	2020-11-09
Quarterly	2020-03-31	58208000000.0	+340.3%	USD	10-Q	2021-05-07
Quarterly	2020-06-30	84506000000.0	+45.2%	USD	10-Q	2021-08-06
Quarterly	2020-09-30	102635000000.0	+21.5%	USD	10-Q	2021-11-08
Quarterly	2021-03-31	20779000000.0	-79.8%	USD	10-Q	2022-05-09
Quarterly	2021-06-30	20525000000.0	-1.2%	USD	10-Q	2022-08-08
Quarterly	2021-09-30	47032000000.0	+129.1%	USD	10-Q	2022-11-08
Quarterly	2022-03-31	24609000000.0	-47.7%	USD	10-Q	2023-05-08
Quarterly	2022-06-30	-3370000000.0	-113.7%	USD	10-Q	2023-08-08
Quarterly	2022-09-30	-52764000000.0	-1465.7%	USD	10-Q	2023-11-08
Quarterly	2023-03-31	-10096000000.0	+80.9%	USD	10-Q	2024-05-09
Quarterly	2023-06-30	-33370000000.0	-230.5%	USD	10-Q	2024-08-08
Quarterly	2023-09-30	-61092000000.0	-83.1%	USD	10-Q	2024-11-08
Quarterly	2024-03-31	-24926000000.0	+59.2%	USD	10-Q	2025-05-09
Quarterly	2024-06-30	-40938000000.0	-64.2%	USD	10-Q	2025-08-08
Quarterly	2024-09-30	-48664000000.0	-18.9%	USD	10-Q	2025-11-07
Quarterly	2025-03-31	-20362000000.0	+58.2%	USD	10-Q	2025-05-09
Quarterly	2025-06-30	-39027000000.0	-91.7%	USD	10-Q	2025-08-08
Quarterly	2025-09-30	-46412000000.0	-18.9%	USD	10-Q	2025-11-07
Annual	2016-12-31	34963000000.0	—	USD	10-K	2019-02-22
Annual	2017-12-31	22599000000.0	-35.4%	USD	10-K	2020-02-26
Annual	2018-12-31	47166000000.0	+108.7%	USD	10-K	2021-02-24
Annual	2019-12-31	-13939000000.0	-129.6%	USD	10-K	2022-02-24
Annual	2020-12-31	143982000000.0	+1132.9%	USD	10-K	2023-02-24
Annual	2021-12-31	96323000000.0	-33.1%	USD	10-K	2024-02-23
Annual	2022-12-31	-68723000000.0	-171.3%	USD	10-K	2025-02-26
Annual	2023-12-31	-61245000000.0	+10.9%	USD	10-K	2026-02-25
Annual	2024-12-31	-47060000000.0	+23.2%	USD	10-K	2026-02-25
Annual	2025-12-31	-29702000000.0	+36.9%	USD	10-K	2026-02-25

Capital Expenditures

Q: 30 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2016-03-31	56000000.0	—	USD	10-Q	2017-05-08
Quarterly	2016-06-30	195000000.0	+248.2%	USD	10-Q	2017-08-07
Quarterly	2016-09-30	272000000.0	+39.5%	USD	10-Q	2017-11-07
Quarterly	2017-03-31	80000000.0	-70.6%	USD	10-Q	2018-05-09
Quarterly	2017-06-30	164000000.0	+105.0%	USD	10-Q	2018-08-08
Quarterly	2017-09-30	267000000.0	+62.8%	USD	10-Q	2018-11-07
Quarterly	2018-03-31	122000000.0	-54.3%	USD	10-Q	2019-05-08
Quarterly	2018-06-30	253000000.0	+107.4%	USD	10-Q	2019-08-07
Quarterly	2018-09-30	400000000.0	+58.1%	USD	10-Q	2019-11-07
Quarterly	2019-03-31	139000000.0	-65.2%	USD	10-Q	2020-05-08
Quarterly	2019-06-30	310000000.0	+123.0%	USD	10-Q	2020-08-07
Quarterly	2019-09-30	515000000.0	+66.1%	USD	10-Q	2020-11-09
Quarterly	2020-03-31	156000000.0	-69.7%	USD	10-Q	2021-05-07
Quarterly	2020-06-30	335000000.0	+114.7%	USD	10-Q	2021-08-06
Quarterly	2020-09-30	465000000.0	+38.8%	USD	10-Q	2021-11-08
Quarterly	2021-03-31	186000000.0	-60.0%	USD	10-Q	2022-05-09
Quarterly	2021-06-30	425000000.0	+128.5%	USD	10-Q	2022-08-08
Quarterly	2021-09-30	603000000.0	+41.9%	USD	10-Q	2022-11-08
Quarterly	2022-03-31	296000000.0	-50.9%	USD	10-Q	2023-05-08
Quarterly	2022-06-30	537000000.0	+81.4%	USD	10-Q	2023-08-08
Quarterly	2022-09-30	769000000.0	+43.2%	USD	10-Q	2023-11-08
Quarterly	2023-03-31	159000000.0	-79.3%	USD	10-Q	2024-05-09
Quarterly	2023-06-30	398000000.0	+150.3%	USD	10-Q	2024-08-08
Quarterly	2023-09-30	637000000.0	+60.1%	USD	10-Q	2024-11-08
Quarterly	2024-03-31	149000000.0	-76.6%	USD	10-Q	2025-05-09
Quarterly	2024-06-30	238000000.0	+59.7%	USD	10-Q	2025-08-08
Quarterly	2024-09-30	366000000.0	+53.8%	USD	10-Q	2025-11-07
Quarterly	2025-03-31	117000000.0	-68.0%	USD	10-Q	2025-05-09
Quarterly	2025-06-30	245000000.0	+109.4%	USD	10-Q	2025-08-08
Quarterly	2025-09-30	390000000.0	+59.2%	USD	10-Q	2025-11-07
Annual	2016-12-31	346000000.0	—	USD	10-K	2019-02-22
Annual	2017-12-31	400000000.0	+15.6%	USD	10-K	2020-02-26
Annual	2018-12-31	570000000.0	+42.5%	USD	10-K	2021-02-24
Annual	2019-12-31	708000000.0	+24.2%	USD	10-K	2022-02-24
Annual	2020-12-31	631000000.0	-10.9%	USD	10-K	2023-02-24
Annual	2021-12-31	916000000.0	+45.2%	USD	10-K	2024-02-23
Annual	2022-12-31	971000000.0	+6.0%	USD	10-K	2025-02-26
Annual	2023-12-31	700000000.0	-27.9%	USD	10-K	2026-02-25
Annual	2024-12-31	620000000.0	-11.4%	USD	10-K	2026-02-25
Annual	2025-12-31	548000000.0	-11.6%	USD	10-K	2026-02-25

Share Data

Metrics: 4

Shares Outstanding

Q: 0 | A: 0

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed

Shares Issued

Q: 25 | A: 6

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2016-03-31	1487543446.0	—	shares	10-Q	2016-05-06
Quarterly	2016-06-30	1487543446.0	+0.0%	shares	10-Q	2016-08-05
Quarterly	2016-09-30	1487543446.0	+0.0%	shares	10-Q	2016-11-07
Quarterly	2016-12-31	1487543446.0	+0.0%	shares	10-Q	2017-11-07
Quarterly	2017-03-31	1487543446.0	+0.0%	shares	10-Q	2017-05-08
Quarterly	2017-06-30	1487543446.0	+0.0%	shares	10-Q	2017-08-07
Quarterly	2017-09-30	1487543446.0	+0.0%	shares	10-Q	2017-11-07
Quarterly	2017-12-31	1487543446.0	+0.0%	shares	10-Q	2018-11-07
Quarterly	2018-03-31	1487543446.0	+0.0%	shares	10-Q	2018-05-09
Quarterly	2018-06-30	1484543446.0	-0.2%	shares	10-Q	2018-08-08
Quarterly	2018-09-30	1487543446.0	+0.2%	shares	10-Q	2018-11-07
Quarterly	2018-12-31	1487543446.0	+0.0%	shares	10-Q	2019-11-07
Quarterly	2019-03-31	1487543446.0	+0.0%	shares	10-Q	2019-05-08
Quarterly	2019-06-30	1487543446.0	+0.0%	shares	10-Q	2019-08-07
Quarterly	2019-09-30	1487543446.0	+0.0%	shares	10-Q	2019-11-07
Quarterly	2019-12-31	1487543446.0	+0.0%	shares	10-Q	2020-11-09
Quarterly	2020-03-31	1487543446.0	+0.0%	shares	10-Q	2020-05-08
Quarterly	2020-06-30	1487543446.0	+0.0%	shares	10-Q	2020-08-07
Quarterly	2020-09-30	1487543446.0	+0.0%	shares	10-Q	2020-11-09
Quarterly	2020-12-31	1994895180.0	+34.1%	shares	10-Q	2021-11-08
Quarterly	2021-03-31	1994895180.0	+0.0%	shares	10-Q	2021-05-07
Quarterly	2021-06-30	1994895180.0	+0.0%	shares	10-Q	2021-08-06
Quarterly	2021-09-30	1994895180.0	+0.0%	shares	10-Q	2021-11-08
Quarterly	2021-12-31	1994895180.0	+0.0%	shares	10-Q	2022-05-09
Quarterly	2022-03-31	1994895180.0	+0.0%	shares	10-Q	2022-05-09
Annual	2016-12-31	1487543446.0	—	shares	10-K	2018-02-22
Annual	2017-12-31	1487543446.0	+0.0%	shares	10-K	2019-02-22
Annual	2018-12-31	1487543446.0	+0.0%	shares	10-K	2020-02-26
Annual	2019-12-31	1487543446.0	+0.0%	shares	10-K	2021-02-24
Annual	2020-12-31	1994895180.0	+34.1%	shares	10-K	2022-02-24
Annual	2021-12-31	1994895180.0	+0.0%	shares	10-K	2022-02-24

Weighted Avg Shares Basic

Q: 30 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2016-03-31	1321000000.0	—	shares	10-Q	2017-05-08
Quarterly	2016-06-30	1322000000.0	+0.1%	shares	10-Q	2017-08-07
Quarterly	2016-09-30	1324000000.0	+0.2%	shares	10-Q	2017-11-07
Quarterly	2017-03-31	1336000000.0	+0.9%	shares	10-Q	2018-05-09
Quarterly	2017-06-30	1338000000.0	+0.1%	shares	10-Q	2018-08-08
Quarterly	2017-09-30	1339000000.0	+0.1%	shares	10-Q	2018-11-07
Quarterly	2018-03-31	1347000000.0	+0.6%	shares	10-Q	2019-05-08
Quarterly	2018-06-30	1350000000.0	+0.2%	shares	10-Q	2019-08-07
Quarterly	2018-09-30	1351000000.0	+0.1%	shares	10-Q	2019-11-07
Quarterly	2019-03-31	1333000000.0	-1.3%	shares	10-Q	2020-05-08
Quarterly	2019-06-30	1328000000.0	-0.4%	shares	10-Q	2020-08-07
Quarterly	2019-09-30	1300000000.0	-2.1%	shares	10-Q	2020-11-09
Quarterly	2020-03-31	1287000000.0	-1.0%	shares	10-Q	2021-05-07
Quarterly	2020-06-30	1288000000.0	+0.1%	shares	10-Q	2021-08-06
Quarterly	2020-09-30	1289000000.0	+0.1%	shares	10-Q	2021-11-08
Quarterly	2021-03-31	1882000000.0	+46.0%	shares	10-Q	2022-05-09
Quarterly	2021-06-30	1886000000.0	+0.2%	shares	10-Q	2022-08-08
Quarterly	2021-09-30	1888000000.0	+0.1%	shares	10-Q	2022-11-08
Quarterly	2022-03-31	1894000000.0	+0.3%	shares	10-Q	2023-05-08
Quarterly	2022-06-30	1896000000.0	+0.1%	shares	10-Q	2023-08-08
Quarterly	2022-09-30	1887000000.0	-0.5%	shares	10-Q	2023-11-08
Quarterly	2023-03-31	1834000000.0	-2.8%	shares	10-Q	2024-05-09
Quarterly	2023-06-30	1820000000.0	-0.8%	shares	10-Q	2024-08-08
Quarterly	2023-09-30	1821000000.0	+0.1%	shares	10-Q	2024-11-08
Quarterly	2024-03-31	1825000000.0	+0.2%	shares	10-Q	2025-05-09
Quarterly	2024-06-30	1828000000.0	+0.2%	shares	10-Q	2025-08-08
Quarterly	2024-09-30	1829000000.0	+0.1%	shares	10-Q	2025-11-07
Quarterly	2025-03-31	1817000000.0	-0.7%	shares	10-Q	2025-05-09
Quarterly	2025-06-30	1817000000.0	+0.0%	shares	10-Q	2025-08-08
Quarterly	2025-09-30	1806000000.0	-0.6%	shares	10-Q	2025-11-07
Annual	2016-12-31	1324000000.0	—	shares	10-K	2019-02-22
Annual	2017-12-31	1339000000.0	+1.1%	shares	10-K	2020-02-26
Annual	2018-12-31	1348000000.0	+0.7%	shares	10-K	2021-02-24
Annual	2019-12-31	1311000000.0	-2.7%	shares	10-K	2022-02-24
Annual	2020-12-31	1429000000.0	+9.0%	shares	10-K	2023-02-24
Annual	2021-12-31	1887000000.0	+32.1%	shares	10-K	2024-02-23
Annual	2022-12-31	1885000000.0	-0.1%	shares	10-K	2025-02-26
Annual	2023-12-31	1824000000.0	-3.2%	shares	10-K	2026-02-25
Annual	2024-12-31	1828000000.0	+0.2%	shares	10-K	2026-02-25
Annual	2025-12-31	1804000000.0	-1.3%	shares	10-K	2026-02-25

Weighted Avg Shares Diluted

Q: 30 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2016-03-31	1330000000.0	—	shares	10-Q	2017-05-08
Quarterly	2016-06-30	1333000000.0	+0.2%	shares	10-Q	2017-08-07
Quarterly	2016-09-30	1334000000.0	+0.1%	shares	10-Q	2017-11-07
Quarterly	2017-03-31	1351000000.0	+1.3%	shares	10-Q	2018-05-09
Quarterly	2017-06-30	1351000000.0	+0.0%	shares	10-Q	2018-08-08
Quarterly	2017-09-30	1353000000.0	+0.1%	shares	10-Q	2018-11-07
Quarterly	2018-03-31	1362000000.0	+0.7%	shares	10-Q	2019-05-08
Quarterly	2018-06-30	1364000000.0	+0.1%	shares	10-Q	2019-08-07
Quarterly	2018-09-30	1364000000.0	+0.0%	shares	10-Q	2019-11-07
Quarterly	2019-03-31	1344000000.0	-1.5%	shares	10-Q	2020-05-08
Quarterly	2019-06-30	1337000000.0	-0.5%	shares	10-Q	2020-08-07
Quarterly	2019-09-30	1308000000.0	-2.2%	shares	10-Q	2020-11-09
Quarterly	2020-03-31	1294000000.0	-1.1%	shares	10-Q	2021-05-07
Quarterly	2020-06-30	1294000000.0	+0.0%	shares	10-Q	2021-08-06
Quarterly	2020-09-30	1294000000.0	+0.0%	shares	10-Q	2021-11-08
Quarterly	2021-03-31	1892000000.0	+46.2%	shares	10-Q	2022-05-09
Quarterly	2021-06-30	1896000000.0	+0.2%	shares	10-Q	2022-08-08
Quarterly	2021-09-30	1898000000.0	+0.1%	shares	10-Q	2022-11-08
Quarterly	2022-03-31	1905000000.0	+0.4%	shares	10-Q	2023-05-08
Quarterly	2022-06-30	1904000000.0	-0.1%	shares	10-Q	2023-08-08
Quarterly	2022-09-30	1895000000.0	-0.5%	shares	10-Q	2023-11-08
Quarterly	2023-03-31	1842000000.0	-2.8%	shares	10-Q	2024-05-09
Quarterly	2023-06-30	1825000000.0	-0.9%	shares	10-Q	2024-08-08
Quarterly	2023-09-30	1827000000.0	+0.1%	shares	10-Q	2024-11-08
Quarterly	2024-03-31	1831000000.0	+0.2%	shares	10-Q	2025-05-09
Quarterly	2024-06-30	1834000000.0	+0.2%	shares	10-Q	2025-08-08
Quarterly	2024-09-30	1834000000.0	+0.0%	shares	10-Q	2025-11-07
Quarterly	2025-03-31	1822000000.0	-0.7%	shares	10-Q	2025-05-09
Quarterly	2025-06-30	1822000000.0	+0.0%	shares	10-Q	2025-08-08
Quarterly	2025-09-30	1811000000.0	-0.6%	shares	10-Q	2025-11-07
Annual	2016-12-31	1334000000.0	—	shares	10-K	2019-02-22
Annual	2017-12-31	1353000000.0	+1.4%	shares	10-K	2020-02-26
Annual	2018-12-31	1361000000.0	+0.6%	shares	10-K	2021-02-24
Annual	2019-12-31	1320000000.0	-3.0%	shares	10-K	2022-02-24
Annual	2020-12-31	1435000000.0	+8.7%	shares	10-K	2023-02-24
Annual	2021-12-31	1897000000.0	+32.2%	shares	10-K	2024-02-23
Annual	2022-12-31	1894000000.0	-0.2%	shares	10-K	2025-02-26
Annual	2023-12-31	1831000000.0	-3.3%	shares	10-K	2026-02-25
Annual	2024-12-31	1834000000.0	+0.2%	shares	10-K	2026-02-25
Annual	2025-12-31	1809000000.0	-1.4%	shares	10-K	2026-02-25

Credit and Bond Coverage

Company-level

Long-Term Debt (latest annual)

18,914,000,000

Total Liabilities (latest annual)

441,570,000,000

Current Liabilities (latest annual)

N/A

Metrics

Metrics: 5

Asset Turnover

Efficiency Q: 30 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2016-03-31	0.0092	—	ratio	10-Q	2017-05-08
Quarterly	2016-06-30	0.0092	-0.1%	ratio	10-Q	2017-08-07
Quarterly	2016-09-30	0.0091	-0.9%	ratio	10-Q	2017-11-07
Quarterly	2017-03-31	0.0092	+0.2%	ratio	10-Q	2018-05-09
Quarterly	2017-06-30	0.0097	+5.4%	ratio	10-Q	2018-08-08
Quarterly	2017-09-30	0.0094	-2.8%	ratio	10-Q	2018-11-07
Quarterly	2018-03-31	0.0097	+2.9%	ratio	10-Q	2019-05-08
Quarterly	2018-06-30	0.0095	-1.7%	ratio	10-Q	2019-08-07
Quarterly	2018-09-30	0.0095	-0.2%	ratio	10-Q	2019-11-07
Quarterly	2019-03-31	0.0096	+1.6%	ratio	10-Q	2020-05-08
Quarterly	2019-06-30	0.0097	+0.8%	ratio	10-Q	2020-08-07
Quarterly	2019-09-30	0.0097	+0.2%	ratio	10-Q	2020-11-09
Quarterly	2020-03-31	0.0071	-27.4%	ratio	10-Q	2021-05-07
Quarterly	2020-06-30	0.0061	-13.3%	ratio	10-Q	2021-08-06
Quarterly	2020-09-30	0.0058	-4.6%	ratio	10-Q	2021-11-08
Quarterly	2021-03-31	0.0084	+43.3%	ratio	10-Q	2022-05-09
Quarterly	2021-06-30	0.0079	-5.8%	ratio	10-Q	2022-08-08
Quarterly	2021-09-30	0.0075	-4.5%	ratio	10-Q	2022-11-08
Quarterly	2022-03-31	0.0069	-8.8%	ratio	10-Q	2023-05-08
Quarterly	2022-06-30	0.0080	+16.4%	ratio	10-Q	2023-08-08
Quarterly	2022-09-30	0.0095	+19.2%	ratio	10-Q	2023-11-08
Quarterly	2023-03-31	0.0096	+0.3%	ratio	10-Q	2024-05-09
Quarterly	2023-06-30	0.0091	-4.7%	ratio	10-Q	2024-08-08
Quarterly	2023-09-30	0.0097	+6.5%	ratio	10-Q	2024-11-08
Quarterly	2024-03-31	0.0101	+4.3%	ratio	10-Q	2025-05-09
Quarterly	2024-06-30	0.0104	+3.1%	ratio	10-Q	2025-08-08
Quarterly	2024-09-30	0.0104	-0.3%	ratio	10-Q	2025-11-07
Quarterly	2025-03-31	0.0121	+16.3%	ratio	10-Q	2025-05-09
Quarterly	2025-06-30	0.0127	+5.4%	ratio	10-Q	2025-08-08
Quarterly	2025-09-30	0.0132	+3.4%	ratio	10-Q	2025-11-07
Annual	2016-12-31	0.0335	—	ratio	10-K	2019-02-22
Annual	2017-12-31	0.0354	+5.8%	ratio	10-K	2020-02-26
Annual	2018-12-31	0.0342	-3.5%	ratio	10-K	2021-02-24
Annual	2019-12-31	0.0365	+6.7%	ratio	10-K	2022-02-24
Annual	2020-12-31	0.0213	-41.6%	ratio	10-K	2023-02-24
Annual	2021-12-31	0.0278	+30.3%	ratio	10-K	2024-02-23
Annual	2022-12-31	0.0376	+35.6%	ratio	10-K	2025-02-26
Annual	2023-12-31	0.0382	+1.5%	ratio	10-K	2026-02-25
Annual	2024-12-31	0.0409	+7.0%	ratio	10-K	2026-02-25
Annual	2025-12-31	0.0487	+19.2%	ratio	10-K	2026-02-25

Debt to Equity

Leverage Q: 39 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2016-03-31	12.1605	—	ratio	10-Q	2016-05-06
Quarterly	2016-06-30	12.2123	+0.4%	ratio	10-Q	2016-08-05
Quarterly	2016-09-30	12.5318	+2.6%	ratio	10-Q	2016-11-07
Quarterly	2016-12-31	12.6035	+0.6%	ratio	10-Q	2017-11-07
Quarterly	2017-03-31	12.3707	-1.8%	ratio	10-Q	2017-05-08
Quarterly	2017-06-30	11.6137	-6.1%	ratio	10-Q	2017-08-07
Quarterly	2017-09-30	11.7982	+1.6%	ratio	10-Q	2017-11-07
Quarterly	2017-12-31	12.1322	+2.8%	ratio	10-Q	2018-11-07
Quarterly	2018-03-31	11.8464	-2.4%	ratio	10-Q	2018-05-09
Quarterly	2018-06-30	12.0309	+1.6%	ratio	10-Q	2018-08-08
Quarterly	2018-09-30	12.0605	+0.2%	ratio	10-Q	2018-11-07
Quarterly	2018-12-31	13.3436	+10.6%	ratio	10-Q	2019-11-07
Quarterly	2019-03-31	12.0782	-9.5%	ratio	10-Q	2019-05-08
Quarterly	2019-06-30	11.9606	-1.0%	ratio	10-Q	2019-08-07
Quarterly	2019-09-30	12.0649	+0.9%	ratio	10-Q	2019-11-07
Quarterly	2019-12-31	12.5206	+3.8%	ratio	10-Q	2020-11-09
Quarterly	2020-03-31	13.1142	+4.7%	ratio	10-Q	2020-05-08
Quarterly	2020-06-30	11.9964	-8.5%	ratio	10-Q	2020-08-07
Quarterly	2020-09-30	12.3847	+3.2%	ratio	10-Q	2020-11-09
Quarterly	2020-12-31	8.7932	-29.0%	ratio	10-Q	2021-11-08
Quarterly	2021-03-31	9.1352	+3.9%	ratio	10-Q	2021-05-07
Quarterly	2021-06-30	9.0006	-1.5%	ratio	10-Q	2021-08-06
Quarterly	2021-09-30	9.5767	+6.4%	ratio	10-Q	2021-11-08
Quarterly	2021-12-31	10.8603	+13.4%	ratio	10-Q	2022-11-08
Quarterly	2022-03-31	13.1576	+21.2%	ratio	10-Q	2022-05-09
Quarterly	2022-06-30	13.3229	+1.3%	ratio	10-Q	2022-08-08
Quarterly	2022-09-30	14.5925	+9.5%	ratio	10-Q	2022-11-08
Quarterly	2022-12-31	14.0724	-3.6%	ratio	10-Q	2023-11-08
Quarterly	2023-03-31	13.7344	-2.4%	ratio	10-Q	2023-05-08
Quarterly	2023-06-30	12.7698	-7.0%	ratio	10-Q	2023-08-08
Quarterly	2023-09-30	11.5769	-9.3%	ratio	10-Q	2023-11-08
Quarterly	2023-12-31	11.0411	-4.6%	ratio	10-Q	2024-11-08
Quarterly	2024-03-31	10.0531	-8.9%	ratio	10-Q	2024-05-09
Quarterly	2024-06-30	9.2308	-8.2%	ratio	10-Q	2024-08-08
Quarterly	2024-09-30	8.8709	-3.9%	ratio	10-Q	2024-11-08
Quarterly	2024-12-31	8.9192	+0.5%	ratio	10-Q	2025-11-07
Quarterly	2025-03-31	8.3495	-6.4%	ratio	10-Q	2025-05-09
Quarterly	2025-06-30	8.2806	-0.8%	ratio	10-Q	2025-08-08
Quarterly	2025-09-30	8.4212	+1.7%	ratio	10-Q	2025-11-07
Annual	2016-12-31	12.6035	—	ratio	10-K	2018-02-22
Annual	2017-12-31	12.1322	-3.7%	ratio	10-K	2019-02-22
Annual	2018-12-31	13.3436	+10.0%	ratio	10-K	2020-02-26
Annual	2019-12-31	12.5206	-6.2%	ratio	10-K	2021-02-24
Annual	2020-12-31	8.7932	-29.8%	ratio	10-K	2022-02-24
Annual	2021-12-31	10.8603	+23.5%	ratio	10-K	2023-02-24
Annual	2022-12-31	14.0724	+29.6%	ratio	10-K	2024-02-23
Annual	2023-12-31	11.0411	-21.5%	ratio	10-K	2025-02-26
Annual	2024-12-31	8.9192	-19.2%	ratio	10-K	2026-02-25
Annual	2025-12-31	8.9341	+0.2%	ratio	10-K	2026-02-25

Net Margin

Profitability Q: 30 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2016-03-31	0.2336	—	ratio	10-Q	2017-05-08
Quarterly	2016-06-30	0.2473	+5.9%	ratio	10-Q	2017-08-07
Quarterly	2016-09-30	0.2628	+6.3%	ratio	10-Q	2017-11-07
Quarterly	2017-03-31	0.2710	+3.1%	ratio	10-Q	2018-05-09
Quarterly	2017-06-30	0.2700	-0.4%	ratio	10-Q	2018-08-08
Quarterly	2017-09-30	0.2855	+5.7%	ratio	10-Q	2018-11-07
Quarterly	2018-03-31	0.3265	+14.4%	ratio	10-Q	2019-05-08
Quarterly	2018-06-30	0.3484	+6.7%	ratio	10-Q	2019-08-07
Quarterly	2018-09-30	0.3579	+2.7%	ratio	10-Q	2019-11-07
Quarterly	2019-03-31	0.3540	-1.1%	ratio	10-Q	2020-05-08
Quarterly	2019-06-30	0.3495	-1.3%	ratio	10-Q	2020-08-07
Quarterly	2019-09-30	0.3508	+0.4%	ratio	10-Q	2020-11-09
Quarterly	2020-03-31	0.3038	-13.4%	ratio	10-Q	2021-05-07
Quarterly	2020-06-30	0.2739	-9.8%	ratio	10-Q	2021-08-06
Quarterly	2020-09-30	0.2851	+4.1%	ratio	10-Q	2021-11-08
Quarterly	2021-03-31	0.3147	+10.4%	ratio	10-Q	2022-05-09
Quarterly	2021-06-30	0.2794	-11.2%	ratio	10-Q	2022-08-08
Quarterly	2021-09-30	0.3339	+19.5%	ratio	10-Q	2022-11-08
Quarterly	2022-03-31	0.3001	-10.1%	ratio	10-Q	2023-05-08
Quarterly	2022-06-30	0.3521	+17.3%	ratio	10-Q	2023-08-08
Quarterly	2022-09-30	0.3673	+4.3%	ratio	10-Q	2023-11-08
Quarterly	2023-03-31	0.3133	-14.7%	ratio	10-Q	2024-05-09
Quarterly	2023-06-30	0.2779	-11.3%	ratio	10-Q	2024-08-08
Quarterly	2023-09-30	0.2442	-12.1%	ratio	10-Q	2024-11-08
Quarterly	2024-03-31	0.2873	+17.6%	ratio	10-Q	2025-05-09
Quarterly	2024-06-30	0.2840	-1.2%	ratio	10-Q	2025-08-08
Quarterly	2024-09-30	0.2905	+2.3%	ratio	10-Q	2025-11-07
Quarterly	2025-03-31	0.3410	+17.4%	ratio	10-Q	2025-05-09
Quarterly	2025-06-30	0.3634	+6.6%	ratio	10-Q	2025-08-08
Quarterly	2025-09-30	0.3844	+5.8%	ratio	10-Q	2025-11-07
Annual	2016-12-31	0.2526	—	ratio	10-K	2019-02-22
Annual	2017-12-31	0.2731	+8.1%	ratio	10-K	2020-02-26
Annual	2018-12-31	0.3461	+26.7%	ratio	10-K	2021-02-24
Annual	2019-12-31	0.3455	-0.2%	ratio	10-K	2022-02-24
Annual	2020-12-31	0.2822	-18.3%	ratio	10-K	2023-02-24
Annual	2021-12-31	0.3161	+12.0%	ratio	10-K	2024-02-23
Annual	2022-12-31	0.3460	+9.4%	ratio	10-K	2025-02-26
Annual	2023-12-31	0.2690	-22.2%	ratio	10-K	2026-02-25
Annual	2024-12-31	0.3031	+12.7%	ratio	10-K	2026-02-25
Annual	2025-12-31	0.3701	+22.1%	ratio	10-K	2026-02-25

ROA

Profitability Q: 30 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2016-03-31	0.0022	—	ratio	10-Q	2017-05-08
Quarterly	2016-06-30	0.0023	+5.8%	ratio	10-Q	2017-08-07
Quarterly	2016-09-30	0.0024	+5.3%	ratio	10-Q	2017-11-07
Quarterly	2017-03-31	0.0025	+3.4%	ratio	10-Q	2018-05-09
Quarterly	2017-06-30	0.0026	+4.9%	ratio	10-Q	2018-08-08
Quarterly	2017-09-30	0.0027	+2.8%	ratio	10-Q	2018-11-07
Quarterly	2018-03-31	0.0032	+17.7%	ratio	10-Q	2019-05-08
Quarterly	2018-06-30	0.0033	+4.9%	ratio	10-Q	2019-08-07
Quarterly	2018-09-30	0.0034	+2.6%	ratio	10-Q	2019-11-07
Quarterly	2019-03-31	0.0034	+0.5%	ratio	10-Q	2020-05-08
Quarterly	2019-06-30	0.0034	-0.5%	ratio	10-Q	2020-08-07
Quarterly	2019-09-30	0.0034	+0.5%	ratio	10-Q	2020-11-09
Quarterly	2020-03-31	0.0021	-37.1%	ratio	10-Q	2021-05-07
Quarterly	2020-06-30	0.0017	-21.9%	ratio	10-Q	2021-08-06
Quarterly	2020-09-30	0.0017	-0.7%	ratio	10-Q	2021-11-08
Quarterly	2021-03-31	0.0026	+58.2%	ratio	10-Q	2022-05-09
Quarterly	2021-06-30	0.0022	-16.4%	ratio	10-Q	2022-08-08
Quarterly	2021-09-30	0.0025	+14.1%	ratio	10-Q	2022-11-08
Quarterly	2022-03-31	0.0021	-18.0%	ratio	10-Q	2023-05-08
Quarterly	2022-06-30	0.0028	+36.6%	ratio	10-Q	2023-08-08
Quarterly	2022-09-30	0.0035	+24.4%	ratio	10-Q	2023-11-08
Quarterly	2023-03-31	0.0030	-14.4%	ratio	10-Q	2024-05-09
Quarterly	2023-06-30	0.0025	-15.5%	ratio	10-Q	2024-08-08
Quarterly	2023-09-30	0.0024	-6.4%	ratio	10-Q	2024-11-08
Quarterly	2024-03-31	0.0029	+22.7%	ratio	10-Q	2025-05-09
Quarterly	2024-06-30	0.0030	+2.0%	ratio	10-Q	2025-08-08
Quarterly	2024-09-30	0.0030	+2.0%	ratio	10-Q	2025-11-07
Quarterly	2025-03-31	0.0041	+36.5%	ratio	10-Q	2025-05-09
Quarterly	2025-06-30	0.0046	+12.3%	ratio	10-Q	2025-08-08
Quarterly	2025-09-30	0.0051	+9.4%	ratio	10-Q	2025-11-07
Annual	2016-12-31	0.0085	—	ratio	10-K	2019-02-22
Annual	2017-12-31	0.0097	+14.4%	ratio	10-K	2020-02-26
Annual	2018-12-31	0.0118	+22.2%	ratio	10-K	2021-02-24
Annual	2019-12-31	0.0126	+6.5%	ratio	10-K	2022-02-24
Annual	2020-12-31	0.0060	-52.3%	ratio	10-K	2023-02-24
Annual	2021-12-31	0.0088	+46.0%	ratio	10-K	2024-02-23
Annual	2022-12-31	0.0130	+48.4%	ratio	10-K	2025-02-26
Annual	2023-12-31	0.0103	-21.1%	ratio	10-K	2026-02-25
Annual	2024-12-31	0.0124	+20.5%	ratio	10-K	2026-02-25
Annual	2025-12-31	0.0180	+45.6%	ratio	10-K	2026-02-25

ROE

Profitability Q: 30 | A: 10

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2016-03-31	0.0284	—	ratio	10-Q	2017-05-08
Quarterly	2016-06-30	0.0302	+6.2%	ratio	10-Q	2017-08-07
Quarterly	2016-09-30	0.0325	+7.8%	ratio	10-Q	2017-11-07
Quarterly	2017-03-31	0.0332	+2.1%	ratio	10-Q	2018-05-09
Quarterly	2017-06-30	0.0329	-1.0%	ratio	10-Q	2018-08-08
Quarterly	2017-09-30	0.0343	+4.3%	ratio	10-Q	2018-11-07
Quarterly	2018-03-31	0.0405	+18.2%	ratio	10-Q	2019-05-08
Quarterly	2018-06-30	0.0431	+6.4%	ratio	10-Q	2019-08-07
Quarterly	2018-09-30	0.0443	+2.8%	ratio	10-Q	2019-11-07
Quarterly	2019-03-31	0.0446	+0.6%	ratio	10-Q	2020-05-08
Quarterly	2019-06-30	0.0439	-1.4%	ratio	10-Q	2020-08-07
Quarterly	2019-09-30	0.0445	+1.3%	ratio	10-Q	2020-11-09
Quarterly	2020-03-31	0.0303	-32.0%	ratio	10-Q	2021-05-07
Quarterly	2020-06-30	0.0218	-28.0%	ratio	10-Q	2021-08-06
Quarterly	2020-09-30	0.0223	+2.3%	ratio	10-Q	2021-11-08
Quarterly	2021-03-31	0.0267	+19.8%	ratio	10-Q	2022-05-09
Quarterly	2021-06-30	0.0220	-17.5%	ratio	10-Q	2022-08-08
Quarterly	2021-09-30	0.0266	+20.6%	ratio	10-Q	2022-11-08
Quarterly	2022-03-31	0.0291	+9.7%	ratio	10-Q	2023-05-08
Quarterly	2022-06-30	0.0403	+38.2%	ratio	10-Q	2023-08-08
Quarterly	2022-09-30	0.0545	+35.4%	ratio	10-Q	2023-11-08
Quarterly	2023-03-31	0.0441	-19.1%	ratio	10-Q	2024-05-09
Quarterly	2023-06-30	0.0348	-21.0%	ratio	10-Q	2024-08-08
Quarterly	2023-09-30	0.0298	-14.5%	ratio	10-Q	2024-11-08
Quarterly	2024-03-31	0.0321	+7.9%	ratio	10-Q	2025-05-09
Quarterly	2024-06-30	0.0303	-5.6%	ratio	10-Q	2025-08-08
Quarterly	2024-09-30	0.0298	-1.6%	ratio	10-Q	2025-11-07
Quarterly	2025-03-31	0.0386	+29.3%	ratio	10-Q	2025-05-09
Quarterly	2025-06-30	0.0430	+11.5%	ratio	10-Q	2025-08-08
Quarterly	2025-09-30	0.0477	+11.1%	ratio	10-Q	2025-11-07
Annual	2016-12-31	0.1150	—	ratio	10-K	2019-02-22
Annual	2017-12-31	0.1271	+10.5%	ratio	10-K	2020-02-26
Annual	2018-12-31	0.1697	+33.5%	ratio	10-K	2021-02-24
Annual	2019-12-31	0.1703	+0.4%	ratio	10-K	2022-02-24
Annual	2020-12-31	0.0588	-65.5%	ratio	10-K	2023-02-24
Annual	2021-12-31	0.1041	+76.8%	ratio	10-K	2024-02-23
Annual	2022-12-31	0.1962	+88.5%	ratio	10-K	2025-02-26
Annual	2023-12-31	0.1237	-37.0%	ratio	10-K	2026-02-25
Annual	2024-12-31	0.1228	-0.7%	ratio	10-K	2026-02-25
Annual	2025-12-31	0.1791	+45.8%	ratio	10-K	2026-02-25

8-K Material Event Details

61 filings · 127 item records

This 8-K section tracks corporate event disclosures, not insider buy/sell sentiment. Insider trading direction is shown in the insider section below.

Event Type Distribution

Count per 8-K item

Insider Transaction History

658 transaction records

Net Insider Flow

Monthly open-market buy value minus open-market sell value

Monthly Insider Activity Mix

Share volume split between open-market trades, grants, and exercises

Transaction Value Timeline

Each circle = one priced transaction; size ∝ value X-axis date:

All Transactions

Date	Insider	Title	Type	Security	Shares	Price	Total Value	Post-Tx Shares
2026-04-01	Brown Marianne Catherine	Dir	Equity grant / award A · derivative	Restricted Stock Units	434	—	—	7,824
2026-03-24	Ellis Stephen A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	7,866	$7,866.00	$61,873,956	0
2026-03-24	Ellis Stephen A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	1,899	$1,899.00	$3,606,201	0
2026-03-24	Ellis Stephen A	Dir	Exercise / conversion M	Common Stock	7,866	$28.96	$227,799	6,660
2026-03-24	Ellis Stephen A	Dir	Exercise / conversion M	Common Stock	1,899	$28.38	$53,894	6,660
2026-03-03	Woolway Paul V	MD, Chief Banking Officer	Open-market sell S	Common Stock	2,500	$94.89	$237,226	29,866
2026-03-03	Woolway Paul V	MD, Chief Banking Officer	Open-market sell S	Common Stock	3,626	$94.41	$342,347	32,366
2026-03-03	Murtagh Nigel J	Chief Risk Officer	Open-market sell S	Common Stock	2,740	$94.90	$260,024	57,972
2026-03-03	Murtagh Nigel J	Chief Risk Officer	Open-market sell S	Common Stock	4,463	$94.43	$421,429	60,712
2026-03-02	Woolway Paul V	MD, Chief Banking Officer	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	15,189	$0.00	$0	15,189
2026-03-02	Woolway Paul V	MD, Chief Banking Officer	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	15,884	$0.00	$0	15,883
2026-03-02	Woolway Paul V	MD, Chief Banking Officer	Open-market sell S	Common Stock	7,942	$96.00	$762,442	35,992
2026-03-02	Woolway Paul V	MD, Chief Banking Officer	Exercise / conversion M	Common Stock	15,884	$52.05	$826,762	25,153
2026-03-02	Beatty Jonathan S	MD, Head of Advisor Services	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	24,509	$0.00	$0	24,509
2026-03-01	Woolway Paul V	MD, Chief Banking Officer	Other disposed transaction F	Common Stock	2,030	$90.31	$183,319	35,992
2026-03-01	Woolway Paul V	MD, Chief Banking Officer	Equity grant / award A	Common Stock	8,156	$0.00	$0	38,022
2026-02-27	Beatty Jonathan S	MD, Head of Advisor Services	Open-market sell S	Common Stock	2,030	$95.30	$193,454	19,738
2026-02-26	Ellis Stephen A	Dir	Open-market sell S	Common Stock	10,725	$96.57	$1,035,694	87,563
2026-02-25	Howard Dennis	MD, Chief Tech, OPS & Data Off	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	27,903	$0.00	$0	84,000
2026-02-25	Howard Dennis	MD, Chief Tech, OPS & Data Off	Open-market sell S	Common Stock	27,903	$95.02	$2,651,343	10,470
2026-02-25	Howard Dennis	MD, Chief Tech, OPS & Data Off	Exercise / conversion M	Common Stock	27,903	$64.10	$1,788,582	38,373
2026-02-10	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	32,413	$105.58	$3,422,080	30,483,368
2026-02-09	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	126,200	$106.55	$13,446,547	30,515,781
2026-02-09	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	60,000	$0.00	$0	55,722,729
2026-02-06	Bettinger Walter W	Co-Chairman	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	67,514	$0.00	$0	0
2026-02-06	Bettinger Walter W	Co-Chairman	Open-market sell S	Common Stock	67,514	$104.25	$7,038,476	529,346
2026-02-06	Bettinger Walter W	Co-Chairman	Exercise / conversion M	Common Stock	67,514	$42.99	$2,902,427	596,860
2026-02-04	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	67,975	$103.81	$7,056,424	55,782,729
2026-02-03	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	96,625	$103.74	$10,023,530	55,850,704
2026-02-02	Morgan Peter J. III	General Counsel	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	7,595	$0.00	$0	22,788
2026-02-02	Morgan Peter J. III	General Counsel	Open-market sell S	Common Stock	7,595	$104.38	$792,796	0
2026-02-02	Morgan Peter J. III	General Counsel	Exercise / conversion M	Common Stock	7,595	$66.47	$504,840	7,595
2026-01-29	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	145,650	$103.16	$15,025,968	55,947,329
2026-01-28	Schwab Charles R.	Co-Chairman	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	44,962	$0.00	$0	0
2026-01-28	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	26,475	$103.22	$2,732,689	56,092,979
2026-01-28	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	44,962	$103.20	$4,640,092	56,119,454
2026-01-28	Schwab Charles R.	Co-Chairman	Exercise / conversion M	Common Stock	44,962	$26.39	$1,186,547	0
2026-01-26	Schwab Charles R.	Co-Chairman	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	134,895	$0.00	$0	44,962
2026-01-26	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	134,895	$103.09	$13,905,840	56,119,454
2026-01-26	Schwab Charles R.	Co-Chairman	Exercise / conversion M	Common Stock	134,895	$26.39	$3,559,879	0
2026-01-22	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	4,765	$105.02	$500,400	436,149
2026-01-22	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	9,525	$105.17	$1,001,792	1,396,459
2026-01-22	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	19,050	$105.25	$2,004,961	1,415,509
2026-01-02	Brown Marianne Catherine	Dir	Equity grant / award A · derivative	Restricted Stock Units	394	—	—	7,365
2025-12-23	Beatty Jonathan S	MD, Head of Advisor Services	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	2,000	$0.00	$0	2,000
2025-12-23	Beatty Jonathan S	MD, Head of Advisor Services	Open-market sell S	Common Stock	2,000	$102.01	$204,022	11,923
2025-12-23	Beatty Jonathan S	MD, Head of Advisor Services	Exercise / conversion M	Common Stock	2,000	$46.39	$92,780	43,340
2025-12-16	Ellis Stephen A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	1,922	$0.00	$0	0
2025-12-16	Ellis Stephen A	Dir	Exercise / conversion M	Common Stock	1,922	$31.98	$61,466	6,660
2025-11-19	Ruffel Charles A.	Dir	Equity grant / award G	Common Stock	8,372	$0.00	$0	9,779
2025-11-13	SNEED PAULA A	Dir	Equity grant / award G	Common Stock	8,680	$0.00	$0	96,974
2025-11-12	Murtagh Nigel J	Chief Risk Officer	Equity grant / award G	Common Stock	1,032	$0.00	$0	57,972
2025-11-10	Schwab-Pomerantz Carolyn	Dir	Equity grant / award G	Common Stock	298	$0.00	$0	1,434,559
2025-11-07	Craig Jonathan M.	MD, Head of Investor Services	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	35,188	$0.00	$0	0
2025-11-07	Craig Jonathan M.	MD, Head of Investor Services	Open-market sell S	Common Stock	35,188	$95.35	$3,355,028	0
2025-11-07	Craig Jonathan M.	MD, Head of Investor Services	Exercise / conversion M	Common Stock	35,188	$41.98	$1,477,192	0
2025-10-29	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	44,750	$94.52	$4,229,815	56,171,954
2025-10-29	Woolway Paul V	MD, Chief Banking Officer	Equity grant / award G	Common Stock	3,823	$0.00	$0	30,955
2025-10-28	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	64,400	$94.00	$6,053,909	56,216,704
2025-10-24	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	31,750	$0.00	$0	56,281,104
2025-10-23	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	18,595	$0.00	$0	56,312,854
2025-10-02	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	9,600	$92.55	$888,523	440,914
2025-10-02	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	14,400	$92.55	$1,332,670	1,434,857
2025-10-01	Brown Marianne Catherine	Dir	Equity grant / award A · derivative	Restricted Stock Units	407	—	—	6,951
2025-09-23	Ellis Stephen A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	2,105	$0.00	$0	0
2025-09-23	Ellis Stephen A	Dir	Exercise / conversion M	Common Stock	2,105	$28.55	$60,098	6,660
2025-09-04	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	9,600	$96.64	$927,717	450,514
2025-09-04	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	14,400	$96.64	$1,391,583	1,449,257
2025-09-02	Woolway Paul V	MD, Chief Banking Officer	Open-market sell S	Common Stock	3,205	$95.20	$305,127	37,983
2025-08-28	Beatty Jonathan S	MD, Head of Advisor Services	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	6,144	$0.00	$0	7,072
2025-08-28	Beatty Jonathan S	MD, Head of Advisor Services	Open-market sell S	Common Stock	6,144	$96.81	$594,809	11,923
2025-08-28	Beatty Jonathan S	MD, Head of Advisor Services	Exercise / conversion M	Common Stock	6,144	$46.39	$285,020	43,340
2025-08-27	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	136,500	$97.04	$13,246,506	56,331,449
2025-08-27	Beatty Jonathan S	MD, Head of Advisor Services	Open-market sell S	Common Stock	3,296	$97.18	$320,305	11,923
2025-08-26	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	136,500	$96.67	$13,194,909	56,467,949
2025-08-25	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	13,542	$96.06	$1,300,803	1,463,657
2025-08-08	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	104,500	$96.84	$10,120,146	56,604,449
2025-08-08	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	28,653	$96.60	$2,767,934	56,708,949
2025-08-07	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	22,721	$96.02	$2,181,611	56,737,602
2025-08-01	Woolway Paul V	MD, Chief Banking Officer	Open-market sell S	Common Stock	3,290	$96.06	$316,043	41,188
2025-07-29	Bettinger Walter W	Co-Chairman	Open-market sell S	Common Stock	173,876	$98.84	$17,186,391	590,734
2025-07-03	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	9,600	$91.59	$879,250	469,714
2025-07-03	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	14,400	$91.59	$1,318,905	1,491,599
2025-07-01	Ruffel Charles A.	Dir	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	1,322	—	$120,527	1,322
2025-06-24	Ellis Stephen A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	1,853	$0.00	$0	0
2025-06-24	Ellis Stephen A	Dir	Exercise / conversion M	Common Stock	1,853	$33.12	$61,371	6,660
2025-06-18	Murtagh Nigel J	Chief Risk Officer	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	20,872	$0.00	$0	0
2025-06-18	Murtagh Nigel J	Chief Risk Officer	Open-market sell S	Common Stock	20,872	$90.01	$1,878,666	58,999
2025-06-18	Murtagh Nigel J	Chief Risk Officer	Exercise / conversion M	Common Stock	20,872	$42.99	$897,287	79,871
2025-06-05	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	9,600	$87.25	$837,592	479,314
2025-06-05	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	14,400	$87.25	$1,256,364	1,505,999
2025-06-03	Verdeschi Michael D	CFO	Other disposed transaction F	Common Stock	5,888	$87.54	$515,436	53,961
2025-06-02	Woolway Paul V	MD, Chief Banking Officer	Open-market sell S	Common Stock	3,290	$87.68	$288,452	39,154
2025-05-30	Beatty Jonathan S	MD, Head of Advisor Services	Open-market sell S	Common Stock	2,850	$87.57	$249,572	15,219
2025-05-28	Murtagh Nigel J	Chief Risk Officer	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	25,000	$0.00	$0	24,096
2025-05-28	Murtagh Nigel J	Chief Risk Officer	Open-market sell S	Common Stock	25,000	$88.20	$2,205,105	58,999
2025-05-28	Murtagh Nigel J	Chief Risk Officer	Exercise / conversion M	Common Stock	25,000	$41.98	$1,049,500	83,999
2025-05-27	Ricketts Todd M	Dir	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	3,646	$0.00	$0	3,646
2025-05-27	Ricketts Todd M	Dir	Equity grant / award A	Common Stock	1,462	$0.00	$0	379,767
2025-05-22	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	34,585	$87.50	$3,026,343	57,569,203
2025-05-21	Craig Jonathan M.	MD, Head of Investor Services	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	47,500	$0.00	$0	35,188
2025-05-21	Craig Jonathan M.	MD, Head of Investor Services	Open-market sell S	Common Stock	47,500	$88.46	$4,201,636	0
2025-05-21	Craig Jonathan M.	MD, Head of Investor Services	Exercise / conversion M	Common Stock	47,500	$41.98	$1,994,050	0
2025-05-19	Bettinger Walter W	Co-Chairman	Open-market sell S	Common Stock	191,523	$89.00	$17,045,432	764,610
2025-05-16	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	7,215	$88.73	$640,190	488,914
2025-05-16	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	10,795	$88.74	$957,975	1,520,399
2025-05-13	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	80,000	$0.00	$0	58,922,353
2025-05-12	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	120,000	$85.39	$10,247,244	59,002,353
2025-05-09	Wurster Richard A	President & CEO	Open-market sell S	Common Stock	15,345	$84.08	$1,290,188	177,689
2025-05-08	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	6,000	$0.00	$0	59,122,353
2025-05-08	Woolway Paul V	MD, Chief Banking Officer	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	8,613	$0.00	$0	0
2025-05-08	Woolway Paul V	MD, Chief Banking Officer	Open-market sell S	Common Stock	8,613	$85.00	$732,105	42,444
2025-05-08	Woolway Paul V	MD, Chief Banking Officer	Exercise / conversion M	Common Stock	8,613	$41.98	$361,574	33,767
2025-05-07	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	62,500	$0.00	$0	59,128,353
2025-05-06	Murtagh Nigel J	Chief Risk Officer	Equity grant / award G	Common Stock	121	$0.00	$0	58,993
2025-05-05	Wurster Richard A	President & CEO	Equity grant / award G	Common Stock	2,877	$0.00	$0	193,034
2025-05-01	Woolway Paul V	MD, Chief Banking Officer	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	8,614	$0.00	$0	8,613
2025-05-01	Woolway Paul V	MD, Chief Banking Officer	Open-market sell S	Common Stock	3,380	$81.15	$274,274	42,444
2025-05-01	Woolway Paul V	MD, Chief Banking Officer	Open-market sell S	Common Stock	8,614	$82.00	$706,361	45,824
2025-05-01	Woolway Paul V	MD, Chief Banking Officer	Exercise / conversion M	Common Stock	8,614	$41.98	$361,616	33,767
2025-04-30	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	625,000	$0.00	$0	59,345,853
2025-04-28	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	37,585	$79.55	$2,989,800	59,970,853
2025-04-22	Schwab-Pomerantz Carolyn	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	6,897	$0.00	$0	0
2025-04-22	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	6,897	$76.77	$529,448	1,545,594
2025-04-22	Schwab-Pomerantz Carolyn	Dir	Exercise / conversion M	Common Stock	6,897	$31.37	$216,359	8,162
2025-04-21	HERRINGER FRANK C	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	8,548	$0.00	$0	0
2025-04-21	HERRINGER FRANK C	Dir	Open-market sell S	Common Stock	3,592	$74.26	$266,731	172,162
2025-04-21	HERRINGER FRANK C	Dir	Exercise / conversion M	Common Stock	8,548	$31.21	$266,783	9,204
2025-04-03	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	1,250	$75.22	$94,019	505,729
2025-04-03	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	8,350	$74.90	$625,397	506,979
2025-04-03	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	2,147	$75.20	$161,450	1,545,594
2025-04-03	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	12,253	$74.89	$917,608	1,547,741
2025-04-01	Brown Marianne Catherine	Dir	Equity grant / award A · derivative	Restricted Stock Units	483	—	—	6,095
2025-03-31	Ricketts Todd M	Dir	Equity grant / award G	Common Stock	290,608	$0.00	$0	525,805
2025-03-24	Woolway Paul V	MD, Chief Banking Officer	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	8,614	$0.00	$0	17,227
2025-03-24	Woolway Paul V	MD, Chief Banking Officer	Open-market sell S	Common Stock	8,614	$80.00	$689,129	49,204
2025-03-24	Woolway Paul V	MD, Chief Banking Officer	Exercise / conversion M	Common Stock	8,614	$41.98	$361,616	33,767
2025-03-14	Ruffel Charles A.	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	8,584	$0.00	$0	0
2025-03-14	Ruffel Charles A.	Dir	Exercise / conversion M	Common Stock	8,584	$43.21	$370,915	22,150
2025-03-06	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	9,600	$75.59	$725,658	515,329
2025-03-06	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	14,400	$75.58	$1,088,385	1,559,994
2025-03-05	Woolway Paul V	MD, Chief Banking Officer	Open-market sell S	Common Stock	9,887	$75.38	$745,253	47,931
2025-03-03	Beatty Jonathan S	MD, Head of Advisor Services	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	30,096	$0.00	$0	30,096
2025-03-03	Verdeschi Michael D	CFO	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	79,344	$0.00	$0	79,344
2025-03-01	Beatty Jonathan S	MD, Head of Advisor Services	Other disposed transaction F	Common Stock	2,088	$79.05	$165,046	44,375
2025-03-01	Beatty Jonathan S	MD, Head of Advisor Services	Exercise / conversion M	Common Stock	9,482	$0.00	$0	46,463
2025-02-27	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	55,598	$79.14	$4,399,953	59,968,250
2025-02-24	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	25,000	$0.00	$0	7,347,842
2025-02-24	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	62,500	$0.00	$0	60,098,858
2025-02-21	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	100	$82.36	$8,236	60,161,358
2025-02-21	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	123,900	$81.90	$10,147,844	60,161,458
2025-02-19	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	124,000	$81.96	$10,163,449	60,285,358
2025-02-18	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	5,865	$81.40	$477,420	60,409,358
2025-02-13	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	11,949	$81.60	$975,030	60,415,223
2025-02-13	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	113,051	$81.20	$9,179,357	60,427,172
2025-02-12	Schwab Charles R.	Co-Chairman	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	180,506	$0.00	$0	0
2025-02-12	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	180,506	$82.09	$14,816,907	60,540,223
2025-02-12	Schwab Charles R.	Co-Chairman	Exercise / conversion M	Common Stock	180,506	$30.17	$5,445,866	0
2025-02-06	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	9,600	$82.70	$793,937	524,929
2025-02-06	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	14,400	$82.70	$1,190,909	1,574,394
2025-01-23	SARIN ARUN	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	8,548	$0.00	$0	0
2025-01-23	SARIN ARUN	Dir	Open-market sell S	Common Stock	8,548	$81.82	$699,406	18,617
2025-01-23	SARIN ARUN	Dir	Exercise / conversion M	Common Stock	8,548	$31.21	$266,783	9,204
2025-01-22	Morgan Peter J. III	General Counsel	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	14,643	$0.00	$0	0
2025-01-22	Morgan Peter J. III	General Counsel	Open-market sell S	Common Stock	14,643	$80.70	$1,181,709	0
2025-01-22	Morgan Peter J. III	General Counsel	Exercise / conversion M	Common Stock	14,643	$41.98	$614,713	14,643
2025-01-02	Ellis Stephen A	Dir	Equity grant / award A · derivative	Restricted Stock Units	458	—	—	10,749
2024-12-18	Ellis Stephen A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	8,548	$0.00	$0	0
2024-12-18	Ellis Stephen A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	2,005	$0.00	$0	0
2024-12-18	Ellis Stephen A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	1,997	$0.00	$0	0
2024-12-18	Ellis Stephen A	Dir	Exercise / conversion M	Common Stock	8,548	$31.21	$266,783	7,301
2024-12-18	Ellis Stephen A	Dir	Exercise / conversion M	Common Stock	2,005	$29.93	$60,010	7,301
2024-12-18	Ellis Stephen A	Dir	Exercise / conversion M	Common Stock	1,997	$30.22	$60,349	7,301
2024-12-16	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	3,600	$79.29	$285,435	544,129
2024-12-16	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	5,400	$79.28	$428,100	1,603,194
2024-11-26	Schwab-Pomerantz Carolyn	Dir	Equity grant / award G	Common Stock	320	$0.00	$0	1,608,594
2024-11-25	Beatty Jonathan S	MD, Head of Advisor Services	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	2,300	$0.00	$0	3,658
2024-11-25	Beatty Jonathan S	MD, Head of Advisor Services	Open-market sell S	Common Stock	2,300	$82.01	$188,623	18,069
2024-11-25	Beatty Jonathan S	MD, Head of Advisor Services	Exercise / conversion M	Common Stock	2,300	$44.24	$101,752	36,981
2024-11-22	Murtagh Nigel J	Chief Risk Officer	Open-market sell S	Common Stock	12,739	$81.17	$1,033,972	59,092
2024-11-18	DODDS CHRISTOPHER V	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	4,292	$0.00	$0	0
2024-11-18	DODDS CHRISTOPHER V	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	4,992	$0.00	$0	0
2024-11-18	DODDS CHRISTOPHER V	Dir	Open-market sell S	Common Stock	9,284	$81.43	$755,981	442,807
2024-11-18	DODDS CHRISTOPHER V	Dir	Exercise / conversion M	Common Stock	4,292	$43.21	$185,457	9,204
2024-11-18	DODDS CHRISTOPHER V	Dir	Exercise / conversion M	Common Stock	4,992	$33.40	$166,733	9,204
2024-11-15	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	3,600	$80.02	$288,081	547,729
2024-11-15	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	5,400	$80.04	$432,208	1,608,914
2024-11-14	Ellis Stephen A	Dir	Equity grant / award G	Common Stock	35,316	$0.00	$0	75,962
2024-11-13	Ruffel Charles A.	Dir	Open-market sell S	Common Stock	2,998	$78.65	$235,779	13,498
2024-11-11	Beatty Jonathan S	MD, Head of Advisor Services	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	2,500	$0.00	$0	8,658
2024-11-11	Beatty Jonathan S	MD, Head of Advisor Services	Open-market sell S	Common Stock	2,500	$77.02	$192,540	18,069
2024-11-11	Beatty Jonathan S	MD, Head of Advisor Services	Exercise / conversion M	Common Stock	2,500	$44.24	$110,600	36,981
2024-11-06	Woolway Paul V	MD, Chief Banking Officer	Equity grant / award G	Common Stock	1,321	$0.00	$0	61,198
2024-10-25	Wurster Richard A	President	Other disposed transaction F	Common Stock	6,479	$71.98	$466,391	137,749
2024-10-21	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	17,225	$70.90	$1,221,333	60,602,146
2024-10-17	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	3,600	$72.22	$259,992	551,329
2024-10-17	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	20,800	$72.14	$1,500,414	1,614,314
2024-10-17	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	5,400	$72.22	$389,973	1,635,114
2024-10-16	Schwab Charles R.	Co-Chairman	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	62,345	$0.00	$0	0
2024-10-16	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	62,345	$72.52	$4,521,484	60,619,371
2024-10-16	Schwab Charles R.	Co-Chairman	Exercise / conversion M	Common Stock	62,345	$28.44	$1,773,092	0
2024-10-01	Ellis Stephen A	Dir	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	2,145	—	$137,087	2,145
2024-09-17	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	3,600	$64.06	$230,603	554,929
2024-09-17	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	5,400	$64.05	$345,851	1,640,514
2024-08-16	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	3,600	$65.24	$234,873	558,529
2024-08-16	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	5,400	$65.25	$352,348	1,645,914
2024-08-15	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	4,928	$65.13	$320,945	562,129
2024-08-15	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	7,392	$65.08	$481,060	1,651,314
2024-08-01	Woolway Paul V	MD, Chief Banking Officer	Open-market sell S	Common Stock	1,150	$65.20	$74,980	61,887
2024-07-31	Schwab Charles R.	Co-Chairman	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	67,386	$0.00	$0	0
2024-07-31	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	67,386	$65.11	$4,387,597	60,619,371
2024-07-31	Schwab Charles R.	Co-Chairman	Exercise / conversion M	Common Stock	67,386	$27.45	$1,849,746	0
2024-07-19	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	100	$62.65	$6,265	567,057
2024-07-19	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	3,500	$61.95	$216,809	567,157
2024-07-19	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	300	$62.45	$18,735	1,658,706
2024-07-19	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	5,100	$61.93	$315,824	1,659,006
2024-07-17	Bettinger Walter W	Co-Chairman and CEO	Open-market buy P	Common Stock	25,000	$66.26	$1,656,500	827,377
2024-07-11	Beatty Jonathan S	MD, Head of Advisor Services	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	780	$0.00	$0	11,158
2024-07-11	Beatty Jonathan S	MD, Head of Advisor Services	Open-market sell S	Common Stock	780	$75.00	$58,502	18,069
2024-07-11	Beatty Jonathan S	MD, Head of Advisor Services	Exercise / conversion M	Common Stock	780	$44.24	$34,507	36,981
2024-07-01	Ruffel Charles A.	Dir	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	1,632	—	$119,821	1,632
2024-06-20	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	3,600	$72.49	$260,959	570,657
2024-06-20	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	5,400	$72.48	$391,414	1,664,106
2024-06-12	Clark Bernard J.	MD Head of Advisor Services	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	8,164	$0.00	$0	44,251
2024-06-12	Clark Bernard J.	MD Head of Advisor Services	Open-market sell S	Common Stock	8,164	$75.00	$612,300	121,666
2024-06-12	Clark Bernard J.	MD Head of Advisor Services	Exercise / conversion M	Common Stock	8,164	$52.05	$424,936	0
2024-05-28	ADAMS JOHN K JR	Dir	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	4,496	$0.00	$0	4,496
2024-05-28	ADAMS JOHN K JR	Dir	Equity grant / award A	Common Stock	1,809	$0.00	$0	46,934
2024-05-22	Masrani Bharat	Dir	Other disposed transaction F	Common Stock	197	$78.71	$15,506	5,470
2024-05-20	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	3,600	$78.41	$282,293	574,257
2024-05-20	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	5,400	$78.41	$423,434	1,669,506
2024-05-19	Masrani Bharat	Dir	Other disposed transaction F	Common Stock	162	$78.50	$12,716	5,667
2024-05-17	Masrani Bharat	Dir	Other disposed transaction F	Common Stock	241	$77.92	$18,779	5,829
2024-05-15	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	58,065	$78.08	$4,533,709	60,683,471
2024-05-14	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	65,360	$76.89	$5,025,700	60,741,536
2024-05-09	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	34,000	$0.00	$0	60,806,896
2024-05-09	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	26,315	$76.13	$2,003,429	1,674,571
2024-05-08	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	65,790	$0.00	$0	60,840,896
2024-05-06	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	65,790	$76.40	$5,026,474	60,906,686
2024-05-06	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	13,113	$76.38	$1,001,635	1,700,886
2024-05-06	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	13,113	$76.38	$1,001,635	1,700,886
2024-05-03	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	66,225	$75.51	$5,000,425	60,972,476
2024-04-29	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	59,906	$74.78	$4,480,010	61,038,701
2024-04-26	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	59,905	$74.96	$4,490,419	61,098,607
2024-04-24	Crawford Peter B.	CFO	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	5,481	$0.00	$0	0
2024-04-24	Crawford Peter B.	CFO	Open-market sell S	Common Stock	5,481	$75.51	$413,855	60,567
2024-04-24	Crawford Peter B.	CFO	Exercise / conversion M	Common Stock	5,481	$28.44	$155,880	0
2024-04-22	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	89,275	$74.62	$6,661,308	30,641,981
2024-04-22	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	26,900	$0.00	$0	61,158,512
2024-04-19	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	3,600	$73.16	$263,366	577,857
2024-04-19	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	5,400	$73.17	$395,102	1,713,999
2024-04-19	Ellis Stephen A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	2,054	$0.00	$0	0
2024-04-19	Ellis Stephen A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	2,185	$0.00	$0	0
2024-04-19	Ellis Stephen A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	10,511	$0.00	$0	0
2024-04-19	Ellis Stephen A	Dir	Open-market sell S	Common Stock	14,750	$73.20	$1,079,774	108,574
2024-04-19	Ellis Stephen A	Dir	Exercise / conversion M	Common Stock	2,054	$28.79	$59,135	7,395
2024-04-19	Ellis Stephen A	Dir	Exercise / conversion M	Common Stock	2,185	$27.32	$59,694	7,395
2024-04-19	Ellis Stephen A	Dir	Exercise / conversion M	Common Stock	10,511	$25.01	$262,880	7,395
2024-04-18	Schwab-Pomerantz Carolyn	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	7,482	$0.00	$0	0
2024-04-18	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	7,482	$73.47	$549,667	1,719,399
2024-04-18	Schwab-Pomerantz Carolyn	Dir	Exercise / conversion M	Common Stock	7,482	$28.44	$212,788	6,353
2024-04-16	Goldfarb Mark A	Dir	Open-market sell S	Common Stock	400	$71.48	$28,593	19,917
2024-04-16	Goldfarb Mark A	Dir	Open-market sell S	Common Stock	6,700	$70.82	$474,488	20,317
2024-04-01	Ruffel Charles A.	Dir	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	1,351	—	$97,772	1,351
2024-03-26	Ellis Stephen A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	2,165	$0.00	$0	0
2024-03-26	Ellis Stephen A	Dir	Equity grant / award A	Common Stock	2,165	$0.00	$0	108,574
2024-03-26	Ellis Stephen A	Dir	Exercise / conversion M	Common Stock	2,165	$27.45	$59,429	7,395
2024-03-22	ADAMS JOHN K JR	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	7,866	$0.00	$0	0
2024-03-22	ADAMS JOHN K JR	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	7,835	$0.00	$0	0
2024-03-22	ADAMS JOHN K JR	Dir	Open-market sell S	Common Stock	15,701	$72.64	$1,140,539	44,451
2024-03-22	ADAMS JOHN K JR	Dir	Exercise / conversion M	Common Stock	7,866	$28.96	$227,799	60,152
2024-03-22	ADAMS JOHN K JR	Dir	Exercise / conversion M	Common Stock	7,835	$31.21	$244,530	52,286
2024-03-22	ADAMS JOHN K JR	Dir	Open-market sell S	Common Stock	15,701	$72.64	$1,140,539	45,125
2024-03-22	ADAMS JOHN K JR	Dir	Exercise / conversion M	Common Stock	7,866	$28.96	$227,799	60,826
2024-03-22	ADAMS JOHN K JR	Dir	Exercise / conversion M	Common Stock	7,835	$31.21	$244,530	52,960
2024-03-21	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	1,066	$71.28	$75,984	581,457
2024-03-21	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	2,534	$70.68	$179,102	582,523
2024-03-21	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	2,144	$71.21	$152,678	1,719,399
2024-03-21	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	3,256	$70.66	$230,084	1,721,543
2024-03-06	Murtagh Nigel J	Chief Risk Officer	Open-market sell S	Common Stock	4,433	$68.23	$302,486	81,446
2024-03-06	Murtagh Nigel J	Chief Risk Officer	Open-market sell S	Common Stock	25,558	$67.72	$1,730,785	85,879
2024-03-01	Bettinger Walter W	Co-Chairman and CEO	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	382,400	$0.00	$0	382,400
2024-03-01	Bettinger Walter W	Co-Chairman and CEO	Other disposed transaction F	Common Stock	105,420	$66.36	$6,995,271	802,377
2024-03-01	Bettinger Walter W	Co-Chairman and CEO	Equity grant / award A	Common Stock	251,296	$0.00	$0	907,797
2024-02-28	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	3,600	$65.28	$235,021	585,057
2024-02-28	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	5,400	$65.29	$352,588	1,724,799
2024-02-23	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	58,500	$64.72	$3,786,196	61,134,038
2024-02-22	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	58,500	$64.60	$3,779,211	61,192,538
2024-02-15	Schwab Charles R.	Co-Chairman	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	71,226	$0.00	$0	0
2024-02-15	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	71,226	$64.99	$4,628,999	61,251,038
2024-02-15	Schwab Charles R.	Co-Chairman	Exercise / conversion M	Common Stock	71,226	$25.86	$1,841,904	0
2024-02-08	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	80,650	$0.00	$0	61,251,038
2024-02-01	HERRINGER FRANK C	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	10,511	$0.00	$0	0
2024-02-01	HERRINGER FRANK C	Dir	Open-market sell S	Common Stock	7,587	$62.25	$472,277	167,206
2024-02-01	HERRINGER FRANK C	Dir	Exercise / conversion M	Common Stock	10,511	$25.01	$262,880	7,395
2024-01-24	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	16,390	$63.94	$1,047,932	61,331,688
2024-01-22	Crawford Peter B.	CFO	Open-market sell S	Common Stock	4,000	$64.49	$257,975	37,611
2024-01-02	Schwab-Pomerantz Carolyn	Dir	Other disposed transaction F	Common Stock	3,023	$69.22	$209,237	6,353
2023-12-15	Ellis Stephen A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	2,247	$0.00	$0	0
2023-12-15	Ellis Stephen A	Dir	Exercise / conversion M	Common Stock	2,247	$25.82	$58,018	7,395
2023-11-30	Schwab-Pomerantz Carolyn	Dir	Open-market sell S	Common Stock	12,208	$61.28	$748,109	1,722,400
2023-11-03	Crawford Peter B.	CFO	Open-market sell S	Common Stock	3,114	$56.19	$174,964	41,611
2023-11-02	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	92,300	$0.00	$0	61,515,993
2023-11-01	Morgan Peter J. III	General Counsel	Other disposed transaction F	Common Stock	852	$52.69	$44,892	7,162
2023-10-30	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	59,455	$0.00	$0	61,608,293
2023-10-24	SNEED PAULA A	Dir	Open-market sell S	Common Stock	6,918	$49.98	$345,737	112,398
2023-10-19	Schwab-Pomerantz Carolyn	Dir	Other disposed transaction I	Common Stock	8,209	$52.04	$427,210	0
2023-10-19	Schwab-Pomerantz Carolyn	Dir	Other disposed transaction I	Common Stock	1,495	$52.04	$77,806	0
2023-10-02	Masrani Bharat	Dir	Equity grant / award A · derivative	Restricted Stock Units	561	—	—	5,470
2023-09-18	Crawford Peter B.	Chief Financial Officer	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	3,792	$0.00	$0	0
2023-09-18	Crawford Peter B.	Chief Financial Officer	Open-market sell S	Common Stock	3,792	$57.31	$217,306	44,725
2023-09-18	Crawford Peter B.	Chief Financial Officer	Exercise / conversion M	Common Stock	3,792	$23.12	$87,671	0
2023-08-29	Morgan Peter J. III	MD, General Counsel	Open-market sell S	Common Stock	8,000	$59.61	$476,872	8,014
2023-08-17	Ruffel Charles A.	Dir	Open-market buy P	Common Stock	833	$60.55	$50,440	3,386
2023-08-09	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	107,695	$0.00	$0	59,488,748
2023-08-02	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	76,335	$0.00	$0	59,596,443
2023-07-26	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	75,760	$66.60	$5,045,821	59,672,778
2023-07-24	Schwab Charles R.	Co-Chairman	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	72,047	$0.00	$0	0
2023-07-24	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	72,047	$66.66	$4,802,984	59,748,538
2023-07-24	Schwab Charles R.	Co-Chairman	Exercise / conversion M	Common Stock	72,047	$23.12	$1,665,727	0
2023-07-03	Ruffel Charles A.	Dir	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	1,847	—	$106,609	1,847
2023-06-05	Wurster Richard A	President	Other disposed transaction F	Common Stock	1,177	$54.02	$63,584	100,214
2023-05-22	Ellis Stephen A	Dir	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	5,464	$0.00	$0	5,464
2023-05-22	Ellis Stephen A	Dir	Equity grant / award A	Common Stock	2,496	$0.00	$0	7,395
2023-05-19	Masrani Bharat	Dir	Other disposed transaction F	Common Stock	162	$51.67	$8,370	3,574
2023-05-17	Levitt Brian M	Dir	Other disposed transaction F	Common Stock	121	$51.12	$6,185	3,736
2023-04-03	HERRINGER FRANK C	Dir	Equity grant / award A · derivative	Restricted Stock Units	800	—	—	142,037
2023-03-28	Brown Marianne Catherine	Dir	Open-market buy P	Common Stock	5,000	$53.47	$267,340	9,984
2023-03-17	Clark Bernard J.	MD, Head of Adivsor Services	Open-market buy P	Common Stock	5,000	$54.83	$274,154	120,653
2023-03-16	Goldfarb Mark A	Dir	Open-market buy P	Common Stock	4,000	$58.37	$233,468	27,017
2023-03-15	Ellis Stephen A	Dir	Open-market buy P	Common Stock	34,387	$58.26	$2,003,325	99,801
2023-03-14	Ricketts Todd M	Dir	Open-market buy P	Common Stock	10,000	$56.79	$567,862	230,892
2023-03-14	Wurster Richard A	President	Open-market buy P	Common Stock	5,000	$57.28	$286,396	99,391
2023-03-02	Wurster Richard A	President	Other disposed transaction F	Common Stock	13,481	$76.46	$1,030,791	94,391
2023-03-02	Wurster Richard A	President	Equity grant / award A	Common Stock	31,514	$0.00	$0	107,872
2023-03-01	Schwab-Pomerantz Carolyn	Dir	Other disposed transaction F	Common Stock	489	$77.25	$37,773	10,401
2023-03-01	Schwab-Pomerantz Carolyn	Dir	Equity grant / award A	Common Stock	3,107	$0.00	$0	10,890
2023-02-24	Murtagh Nigel J	MD, Chief Risk Officer	Open-market sell S	Common Stock	10,796	$80.23	$866,145	57,322
2023-02-16	Ruffel Charles A.	Dir	Open-market sell S	Common Stock	5,176	$80.88	$418,656	12,073
2023-02-14	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	28,775	$80.65	$2,320,756	59,911,309
2023-02-14	HERRINGER FRANK C	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	14,345	$0.00	$0	0
2023-02-14	HERRINGER FRANK C	Dir	Open-market sell S	Common Stock	9,139	$80.87	$739,051	157,026
2023-02-14	HERRINGER FRANK C	Dir	Equity grant / award G	Common Stock	14,345	$0.00	$0	166,165
2023-02-14	HERRINGER FRANK C	Dir	Exercise / conversion M	Common Stock	14,345	$19.21	$275,567	19,244
2023-02-13	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	62,500	$0.00	$0	59,940,084
2023-02-13	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	95,030	$81.04	$7,700,804	60,002,584
2023-02-08	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	62,500	$81.54	$5,096,088	30,731,256
2023-02-07	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	62,890	$81.07	$5,098,505	30,793,756
2023-02-07	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	62,895	$0.00	$0	60,097,614
2023-02-06	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	62,890	$80.02	$5,032,558	60,160,509
2023-02-06	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	125,780	$80.10	$10,074,613	30,856,646
2023-02-06	SNEED PAULA A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	8,584	$0.00	$0	0
2023-02-06	SNEED PAULA A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	5,139	$0.00	$0	0
2023-02-06	SNEED PAULA A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	7,165	$0.00	$0	0
2023-02-06	SNEED PAULA A	Dir	Open-market sell S	Common Stock	20,888	$80.00	$1,671,055	116,723
2023-02-06	SNEED PAULA A	Dir	Equity grant / award G	Common Stock	20,888	$0.00	$0	137,611
2023-02-06	SNEED PAULA A	Dir	Exercise / conversion M	Common Stock	8,584	$43.21	$370,915	25,787
2023-02-06	SNEED PAULA A	Dir	Exercise / conversion M	Common Stock	5,139	$59.32	$304,845	17,203
2023-02-06	SNEED PAULA A	Dir	Exercise / conversion M	Common Stock	7,165	$39.33	$281,799	12,064
2023-02-03	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	129,030	$79.76	$10,291,742	30,982,426
2023-02-01	Schwab Charles R.	Co-Chairman	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	121,066	$0.00	$0	0
2023-02-01	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	121,066	$77.84	$9,424,153	60,223,399
2023-02-01	Schwab Charles R.	Co-Chairman	Exercise / conversion M	Common Stock	121,066	$16.40	$1,985,482	0
2023-01-18	Craig Jonathan M.	Please see remarks	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	51,144	$0.00	$0	0
2023-01-18	Craig Jonathan M.	Please see remarks	Open-market sell S	Common Stock	11,159	$80.83	$901,935	0
2023-01-18	Craig Jonathan M.	Please see remarks	Open-market sell S	Common Stock	39,985	$80.15	$3,204,750	11,159
2023-01-18	Craig Jonathan M.	Please see remarks	Exercise / conversion M	Common Stock	51,144	$30.17	$1,543,014	0
2023-01-03	Masrani Bharat	Dir	Equity grant / award A · derivative	Restricted Stock Units	367	—	—	3,754
2022-12-27	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	6,500,261	$0.00	$0	56,099,757
2022-11-28	Murtagh Nigel J	MD, Chief Risk Officer	Equity grant / award G	Common Stock	171	$0.00	$0	68,118
2022-11-22	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	87,500	$0.00	$0	68,613,482
2022-11-21	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	51,280	$0.00	$0	68,700,982
2022-11-18	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	48,075	$79.66	$3,829,688	31,111,456
2022-11-18	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	83,975	$79.66	$6,689,499	68,752,262
2022-11-16	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	64,210	$0.00	$0	68,836,237
2022-11-11	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	48,075	$78.28	$3,763,253	31,159,531
2022-11-11	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	83,975	$78.30	$6,575,301	68,900,447
2022-11-10	Ellis Stephen A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	14,345	$0.00	$0	0
2022-11-10	Ellis Stephen A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	2,685	$0.00	$0	0
2022-11-10	Ellis Stephen A	Dir	Exercise / conversion M	Common Stock	14,345	$19.21	$275,567	4,899
2022-11-10	Ellis Stephen A	Dir	Exercise / conversion M	Common Stock	2,685	$13.67	$36,704	4,899
2022-11-08	Morgan Peter J. III	MD, EVP, and General Counsel	Open-market sell S	Common Stock	1,463	$80.04	$117,104	1,803
2022-11-07	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	38,045	$0.00	$0	68,984,422
2022-11-04	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	4,703	$80.16	$377,010	69,022,467
2022-11-04	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	130,297	$79.22	$10,322,663	69,027,170
2022-11-03	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	25,255	$0.00	$0	69,157,467
2022-11-01	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	380	$79.81	$30,327	69,182,722
2022-11-01	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	1,400	$79.85	$111,796	69,183,482
2022-11-01	Wurster Richard A	President	Other disposed transaction F	Common Stock	1,084	$80.25	$86,996	76,358
2022-10-31	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	135,000	$79.49	$10,731,110	69,184,882
2022-10-28	Murtagh Nigel J	MD, EVP - Corporate Risk	Open-market sell S	Common Stock	16,169	$80.00	$1,293,444	51,798
2022-10-28	Murtagh Nigel J	MD, Chief Risk Officer	Exercise / conversion M · derivative	Nonqualified Stock Option	16,169	$0.00	$0	0
2022-10-28	Murtagh Nigel J	MD, Chief Risk Officer	Open-market sell S	Common Stock	16,169	$80.00	$1,293,444	68,105
2022-10-28	Murtagh Nigel J	MD, Chief Risk Officer	Exercise / conversion M	Common Stock	16,169	$30.17	$487,819	84,274
2022-10-25	Wurster Richard A	President	Other disposed transaction F	Common Stock	7,429	$71.66	$532,362	77,442
2022-10-24	Levitt Brian M	Dir	Other disposed transaction F	Common Stock	37	$70.41	$2,605	3,857
2022-10-03	Masrani Bharat	Dir	Equity grant / award A · derivative	Restricted Stock Units	410	—	—	3,378
2022-08-23	Schwab Charles R.	Co-Chairman	Equity grant / award G	Common Stock	294,048	$0.00	$0	69,319,882
2022-08-12	Craig Jonathan M.	Please see remarks	Open-market sell S	Common Stock	8,032	$75.00	$602,414	4,019
2022-07-29	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	135,300	$69.43	$9,393,635	69,613,930
2022-07-28	Schwab Charles R.	Co-Chairman	Open-market sell S	Common Stock	149,600	$65.36	$9,778,559	69,749,230
2022-07-21	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	588,096	$0.00	$0	69,898,830
2022-07-21	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	120,000	$62.52	$7,501,884	70,486,926
2022-07-20	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	476,379	$0.00	$0	70,606,926
2022-07-20	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	120,000	$62.70	$7,524,384	71,083,305
2022-07-19	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	655,077	$0.00	$0	71,203,305
2022-07-01	Ellis Stephen A	Dir	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	1,902	—	$121,576	1,902
2022-06-03	Wurster Richard A	President	Other disposed transaction F	Common Stock	1,483	$70.63	$104,744	84,871
2022-05-27	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	1,982,448	$0.00	$0	71,858,382
2022-05-26	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	51,540	$0.00	$0	74,372,453
2022-05-26	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	147,275	$68.96	$10,155,966	74,423,993
2022-05-25	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	18,450	$0.00	$0	74,571,268
2022-05-19	Ricketts Todd M	Dir	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	4,703	$0.00	$0	4,703
2022-05-19	Ricketts Todd M	Dir	Equity grant / award A	Common Stock	2,054	$0.00	$0	220,892
2022-05-17	Masrani Bharat	Dir	Other disposed transaction F	Common Stock	121	$65.31	$7,902	1,840
2022-04-29	Bettinger Walter W	CEO	Open-market buy P	Common Stock	63,188	$67.07	$4,238,234	432,625
2022-04-28	Bettinger Walter W	CEO	Open-market buy P	Common Stock	9,723	$68.16	$662,677	369,437
2022-04-27	Bettinger Walter W	CEO	Open-market buy P	Common Stock	4,341	$68.55	$297,567	359,714
2022-04-26	Bettinger Walter W	CEO	Open-market buy P	Common Stock	26,108	$68.55	$1,789,688	355,373
2022-04-25	Bettinger Walter W	CEO	Open-market buy P	Common Stock	36,640	$69.49	$2,545,960	329,265
2022-04-07	Craig Jonathan M.	MD, Senior EVP	Open-market sell S	Common Stock	4,016	$80.02	$321,379	12,051
2022-04-01	Ruffel Charles A.	Dir	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	1,324	—	$110,607	1,324
2022-03-22	Crawford Peter B.	MD, EVP, and CFO	Open-market sell S	Common Stock	3,114	$91.00	$283,374	16,111
2022-03-16	Crawford Peter B.	MD, EVP, and CFO	Open-market sell S	Common Stock	3,114	$87.01	$270,957	19,225
2022-03-01	Wurster Richard A	President	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	125,224	$0.00	$0	125,224
2022-02-24	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	71,240	$0.00	$0	74,582,573
2022-02-24	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	24,244	$0.00	$0	74,629,569
2022-02-23	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	351,650	$0.00	$0	74,653,813
2022-02-22	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	78,430	$85.91	$6,738,023	75,005,463
2022-02-18	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	35,620	$0.00	$0	75,162,323
2022-02-17	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	58,140	$86.63	$5,036,936	75,197,943
2022-02-14	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	13,960	$0.00	$0	75,256,083
2022-02-11	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	7,864	$0.00	$0	75,270,043
2022-02-10	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	220,064	$0.00	$0	75,277,907
2022-02-10	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	30,873	$95.50	$2,948,430	75,497,971
2022-02-09	Wurster Richard A	President	Equity grant / award G	Common Stock	600	$0.00	$0	86,354
2022-02-08	HERRINGER FRANK C	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	16,491	$0.00	$0	0
2022-02-08	HERRINGER FRANK C	Dir	Other disposed transaction F	Common Stock	2,209	$94.48	$208,712	149,668
2022-02-08	HERRINGER FRANK C	Dir	Exercise / conversion M	Common Stock	16,491	$12.66	$208,776	151,877
2022-02-07	Crawford Peter B.	MD, EVP, and CFO	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	7,500	$0.00	$0	3,792
2022-02-07	Crawford Peter B.	MD, EVP, and CFO	Open-market sell S	Common Stock	7,500	$93.11	$698,331	12,997
2022-02-07	Crawford Peter B.	MD, EVP, and CFO	Exercise / conversion M	Common Stock	7,500	$23.12	$173,400	20,497
2022-02-03	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	119,280	$90.20	$10,759,450	75,648,124
2022-02-02	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	119,280	$89.75	$10,705,750	75,767,404
2022-02-01	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	2,778	$0.00	$0	75,886,684
2022-02-01	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	1,420	$89.43	$126,987	75,889,462
2022-01-31	Morgan Peter J. III	MD, EVP, and General Counsel	Open-market sell S	Common Stock	2,239	$87.14	$195,104	4,578
2022-01-13	Ruffel Charles A.	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	1,613	$0.00	$0	0
2022-01-13	Ruffel Charles A.	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	1,185	$0.00	$0	0
2022-01-13	Ruffel Charles A.	Dir	Exercise / conversion M	Common Stock	1,185	$41.58	$49,272	15,076
2022-01-13	Ruffel Charles A.	Dir	Exercise / conversion M	Common Stock	1,613	$44.13	$71,182	13,891
2022-01-12	Craig Jonathan M.	Senior EVP	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	4,976	$0.00	$0	4,977
2022-01-12	Craig Jonathan M.	Senior EVP	Open-market sell S	Common Stock	4,976	$95.00	$472,723	0
2022-01-12	Craig Jonathan M.	Senior EVP	Exercise / conversion M	Common Stock	4,976	$26.39	$131,317	4,976
2022-01-10	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	60,000	$90.07	$5,404,302	30,895,178
2022-01-06	Ruffel Charles A.	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	2,998	$0.00	$0	0
2022-01-06	Ruffel Charles A.	Dir	Exercise / conversion M	Common Stock	2,998	$59.32	$177,841	12,278
2022-01-03	Ellis Stephen A	Dir	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	1,547	—	$132,671	1,547
2021-12-27	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	60,000	$85.43	$5,125,614	28,455,178
2021-12-20	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	173,630	$0.00	$0	80,489,144
2021-12-16	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	29,400	$0.00	$0	80,662,774
2021-11-23	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	24,550	$82.25	$2,019,181	80,692,174
2021-11-22	Dea Joan	Dir	Open-market sell S	Common Stock	1,250	$82.64	$103,298	20,365
2021-11-19	Goldfarb Mark A	Dir	Equity grant / award G	Common Stock	552	$0.00	$0	20,865
2021-11-18	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	115,380	$0.00	$0	80,790,374
2021-11-18	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	24,550	$81.89	$2,010,400	80,905,754
2021-11-16	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	24,550	$81.72	$2,006,160	80,954,854
2021-11-15	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	24,550	$81.89	$2,010,311	81,003,954
2021-11-08	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	22,250	$81.47	$1,812,674	81,890,824
2021-11-05	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	59,177	$81.80	$4,840,661	31,449,579
2021-11-03	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	61,150	$82.69	$5,056,286	31,508,756
2021-11-01	Morgan Peter J. III	EVP and General Counsel	Other disposed transaction F	Common Stock	1,541	$82.09	$126,508	6,817
2021-10-29	Schwab Charles R.	Chairman	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	150,000	$0.00	$0	0
2021-10-29	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	150,000	$82.02	$12,302,595	81,935,324
2021-10-29	Schwab Charles R.	Chairman	Exercise / conversion M	Common Stock	150,000	$13.64	$2,046,000	82,085,324
2021-10-28	Schwab Charles R.	Chairman	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	155,890	$0.00	$0	0
2021-10-28	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	155,890	$81.80	$12,752,379	81,935,324
2021-10-28	Schwab Charles R.	Chairman	Exercise / conversion M	Common Stock	155,890	$12.45	$1,940,830	82,091,214
2021-10-27	Schwab Charles R.	Chairman	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	768	$0.00	$0	155,890
2021-10-27	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	768	$83.00	$63,744	81,935,324
2021-10-27	Schwab Charles R.	Chairman	Exercise / conversion M	Common Stock	768	$12.45	$9,562	81,936,092
2021-10-26	Clark Bernard J.	EVP - Advisor Services	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	28,370	$0.00	$0	28,670
2021-10-26	Clark Bernard J.	EVP - Advisor Services	Open-market sell S	Common Stock	28,370	$84.00	$2,383,188	72,269
2021-10-26	Clark Bernard J.	EVP - Advisor Services	Exercise / conversion M	Common Stock	28,370	$42.99	$1,219,626	100,639
2021-10-26	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	894,250	$0.00	$0	81,935,324
2021-10-26	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	96,302	$83.72	$8,062,394	82,829,574
2021-10-25	Clark Bernard J.	EVP - Advisor Services	Equity grant / award A	Common Stock	59,931	$0.00	$0	59,931
2021-10-22	Levitt Brian M	Dir	Other disposed transaction F	Common Stock	37	$83.00	$3,071	1,961
2021-10-20	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	12,325	$0.00	$0	83,094,235
2021-10-19	Ricketts Todd M	Dir	Equity grant / award G	Common Stock	12,909	$0.00	$0	218,838
2021-10-18	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	186,400	$0.00	$0	83,415,610
2021-10-18	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	13,000	$80.34	$1,044,376	83,602,010
2021-10-15	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	25,484	$0.00	$0	25,485
2021-10-15	MARTINETTO JOSEPH R	Senior EVP and COO	Open-market sell S	Common Stock	25,484	$80.97	$2,063,488	196,620
2021-10-15	MARTINETTO JOSEPH R	Senior EVP and COO	Open-market sell S	Common Stock	10,031	$79.42	$796,662	222,104
2021-10-15	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M	Common Stock	25,484	$42.99	$1,095,557	232,135
2021-10-11	Clark Bernard J.	EVP - Advisor Services	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	29,977	$0.00	$0	0
2021-10-11	Clark Bernard J.	EVP - Advisor Services	Open-market sell S	Common Stock	29,977	$78.16	$2,342,987	72,269
2021-10-11	Clark Bernard J.	EVP - Advisor Services	Exercise / conversion M	Common Stock	29,977	$26.39	$791,093	102,246
2021-10-07	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	3,147	$0.00	$0	83,615,010
2021-10-04	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	28,000	$74.47	$2,085,070	31,659,256
2021-10-01	HERRINGER FRANK C	Dir	Equity grant / award A · derivative	Restricted Stock Units	454	—	—	136,279
2021-09-28	Craig Jonathan M.	Senior EVP	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	902	$0.00	$0	21,551
2021-09-28	Craig Jonathan M.	Senior EVP	Open-market sell S	Common Stock	902	$77.96	$70,316	0
2021-09-28	Craig Jonathan M.	Senior EVP	Exercise / conversion M	Common Stock	902	$26.39	$23,804	902
2021-09-27	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	28,000	$77.04	$2,157,134	31,687,256
2021-09-23	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	14,000	$72.00	$1,008,000	31,715,256
2021-09-22	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	14,000	$70.02	$980,287	31,729,256
2021-09-16	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	140,750	$0.00	$0	83,618,157
2021-09-14	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	6,309	$72.00	$454,259	31,743,256
2021-09-13	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	21,691	$71.80	$1,557,472	31,749,565
2021-09-09	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	137,850	$0.00	$0	83,758,907
2021-09-07	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	28,000	$71.91	$2,013,399	31,771,256
2021-09-02	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	136,530	$0.00	$0	83,896,757
2021-08-30	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	133,935	$0.00	$0	84,033,287
2021-08-27	Morgan Peter J. III	EVP and General Counsel	Open-market sell S	Common Stock	1,043	$75.58	$78,814	0
2021-08-25	Murtagh Nigel J	EVP - Corporate Risk	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	25,000	$0.00	$0	40,948
2021-08-25	Murtagh Nigel J	EVP - Corporate Risk	Open-market sell S	Common Stock	25,000	$74.76	$1,868,918	57,484
2021-08-25	Murtagh Nigel J	EVP - Corporate Risk	Exercise / conversion M	Common Stock	25,000	$26.39	$659,750	82,484
2021-08-23	Crawford Peter B.	EVP and CFO	Open-market sell S	Common Stock	4,500	$72.42	$325,899	27,997
2021-08-16	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	28,000	$72.54	$2,031,072	31,855,256
2021-08-13	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	70,000	$74.14	$5,189,702	84,237,222
2021-08-09	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	28,000	$71.92	$2,013,760	31,883,256
2021-08-06	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	81,400	$71.21	$5,796,461	31,911,256
2021-07-21	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	2,600	$70.00	$182,004	31,992,656
2021-07-20	Schwab Charles R.	Chairman	Equity grant / award G	Common Stock	3,220	$0.00	$0	84,792,802
2021-07-13	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	13,899	$72.01	$1,000,810	31,995,256
2021-07-12	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	14,000	$70.05	$980,687	32,009,155
2021-07-12	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	11,701	$72.00	$842,474	32,023,155
2021-07-06	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	16,400	$71.82	$1,177,845	32,034,856
2021-07-01	Masrani Bharat	Dir	Equity grant / award A · derivative	Restricted Stock Units	391	—	—	1,373
2021-06-28	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	28,000	$72.99	$2,043,605	32,051,256
2021-06-21	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	28,000	$71.30	$1,996,288	32,079,256
2021-06-14	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	28,000	$73.05	$2,045,414	32,107,256
2021-06-07	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	28,000	$75.43	$2,112,096	32,135,256
2021-06-03	Craig Jonathan M.	Senior EVP	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	12,500	$0.00	$0	22,453
2021-06-03	Craig Jonathan M.	Senior EVP	Open-market sell S	Common Stock	12,500	$75.90	$948,769	0
2021-06-03	Craig Jonathan M.	Senior EVP	Exercise / conversion M	Common Stock	12,500	$26.39	$329,875	12,500
2021-06-01	Schwab Charles R.	Chairman	Open-market sell S	Common Stock	28,000	$74.71	$2,092,014	32,163,256
2021-05-28	Murtagh Nigel J	EVP - Corporate Risk	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	25,000	$0.00	$0	16,169
2021-05-28	Murtagh Nigel J	EVP - Corporate Risk	Open-market sell S	Common Stock	25,000	$74.01	$1,850,178	57,484
2021-05-28	Murtagh Nigel J	EVP - Corporate Risk	Exercise / conversion M	Common Stock	25,000	$30.17	$754,250	82,484
2021-05-27	Craig Jonathan M.	Senior EVP	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	12,500	$0.00	$0	34,953
2021-05-27	Craig Jonathan M.	Senior EVP	Open-market sell S	Common Stock	12,500	$73.99	$924,850	0
2021-05-27	Craig Jonathan M.	Senior EVP	Exercise / conversion M	Common Stock	12,500	$26.39	$329,875	12,500
2021-05-25	Goldfarb Mark A	Dir	Open-market sell S	Common Stock	9,667	$73.06	$706,247	21,417
2021-05-24	Crawford Peter B.	EVP and CFO	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	12,000	$0.00	$0	8,500
2021-05-24	Crawford Peter B.	EVP and CFO	Open-market sell S	Common Stock	12,000	$73.00	$876,011	32,095
2021-05-24	Crawford Peter B.	EVP and CFO	Exercise / conversion M	Common Stock	12,000	$13.64	$163,680	44,095
2021-05-17	ADAMS JOHN K JR	Dir	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	4,390	$0.00	$0	4,390
2021-05-17	ADAMS JOHN K JR	Dir	Equity grant / award A	Common Stock	1,529	$0.00	$0	34,901
2021-05-14	Bettinger Walter W	President and CEO	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	33,770	$0.00	$0	0
2021-05-14	Bettinger Walter W	President and CEO	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	16,018	$0.00	$0	0
2021-05-14	Bettinger Walter W	President and CEO	Open-market sell S	Common Stock	49,788	$72.47	$3,608,176	207,914
2021-05-14	Bettinger Walter W	President and CEO	Exercise / conversion M	Common Stock	16,018	$27.45	$439,694	257,702
2021-05-14	Bettinger Walter W	President and CEO	Exercise / conversion M	Common Stock	33,770	$28.44	$960,419	241,684
2021-05-12	MARTINETTO JOSEPH R	Senior EVP and COO	Equity grant / award G	Common Stock	2,000	$0.00	$0	206,651
2021-05-10	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	25,620	$72.01	$1,844,927	32,305,636
2021-05-06	MARTINETTO JOSEPH R	Senior EVP and COO	Open-market sell S	Common Stock	16,433	$70.62	$1,160,556	208,651
2021-05-03	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	78,685	$70.33	$5,533,798	32,331,256
2021-04-29	Craig Jonathan M.	Senior EVP	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	7,794	$0.00	$0	0
2021-04-29	Craig Jonathan M.	Senior EVP	Open-market sell S	Common Stock	7,794	$70.99	$553,325	0
2021-04-29	Craig Jonathan M.	Senior EVP	Exercise / conversion M	Common Stock	7,794	$28.44	$221,661	7,794
2021-04-29	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	105,295	$0.00	$0	0
2021-04-29	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	119,905	$0.00	$0	0
2021-04-29	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	30,121	$0.00	$0	0
2021-04-29	MARTINETTO JOSEPH R	Senior EVP and COO	Open-market sell S	Common Stock	255,321	$71.70	$18,305,443	225,084
2021-04-29	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M	Common Stock	30,121	$31.44	$947,004	480,405
2021-04-29	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M	Common Stock	105,295	$30.17	$3,176,750	450,284
2021-04-29	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M	Common Stock	119,905	$26.39	$3,164,293	344,989
2021-04-28	Craig Jonathan M.	Senior EVP	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	7,793	$0.00	$0	7,794
2021-04-28	Craig Jonathan M.	Senior EVP	Open-market sell S	Common Stock	7,793	$70.00	$545,526	0
2021-04-28	Craig Jonathan M.	Senior EVP	Exercise / conversion M	Common Stock	7,793	$28.44	$221,633	7,793
2021-04-27	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	162,751	$68.26	$11,109,172	85,490,552
2021-04-27	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	100,000	$68.91	$6,891,440	85,653,303
2021-04-26	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	47,249	$68.00	$3,213,149	85,753,303
2021-04-23	SCHWAB CHARLES R	Chairman	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	123,967	$0.00	$0	0
2021-04-23	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	125,000	$66.57	$8,320,738	85,800,552
2021-04-23	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	123,967	$66.57	$8,251,925	85,925,552
2021-04-23	SCHWAB CHARLES R	Chairman	Exercise / conversion M	Common Stock	123,967	$13.91	$1,724,381	86,049,519
2021-04-22	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	150,000	$65.58	$9,837,075	85,925,552
2021-04-21	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	100,000	$64.88	$6,488,490	86,225,552
2021-04-21	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	20,710	$64.89	$1,343,806	86,425,552
2021-04-02	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M	Common Stock	4,201	$68.33	$287,054	225,084
2021-04-01	HERRINGER FRANK C	Dir	Equity grant / award A · derivative	Restricted Stock Units	508	—	—	134,707
2021-03-12	Crawford Peter B.	EVP and CFO	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	3,500	$0.00	$0	24,000
2021-03-12	Crawford Peter B.	EVP and CFO	Open-market sell S	Common Stock	3,500	$68.00	$238,004	32,095
2021-03-12	Crawford Peter B.	EVP and CFO	Exercise / conversion M	Common Stock	3,500	$13.64	$47,740	35,595
2021-03-04	Clark Bernard J.	EVP - Advisor Services	Open-market sell S	Common Stock	9,883	$64.81	$640,487	72,269
2021-03-01	Murtagh Nigel J	EVP - Corporate Risk	Equity grant / award A · derivative	Nonqualified Stock Option (right to buy)	59,512	$0.00	$0	59,512
2021-03-01	Murtagh Nigel J	EVP - Corporate Risk	Exercise / conversion M	Common Stock	7,067	$63.75	$450,521	57,484
2021-02-25	Crawford Peter B.	EVP and CFO	Equity grant / award G	Common Stock	2,000	$0.00	$0	25,077
2021-02-24	Morgan Peter J. III	EVP and General Counsel	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	4,405	$0.00	$0	4,406
2021-02-24	Morgan Peter J. III	EVP and General Counsel	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	6,828	$0.00	$0	2,277
2021-02-24	Morgan Peter J. III	EVP and General Counsel	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	3,379	$0.00	$0	0
2021-02-24	Morgan Peter J. III	EVP and General Counsel	Open-market sell S	Common Stock	14,612	$64.11	$936,736	8,358
2021-02-24	Morgan Peter J. III	EVP and General Counsel	Exercise / conversion M	Common Stock	3,379	$31.65	$106,945	22,970
2021-02-24	Morgan Peter J. III	EVP and General Counsel	Exercise / conversion M	Common Stock	4,405	$46.39	$204,348	19,591
2021-02-24	Morgan Peter J. III	EVP and General Counsel	Exercise / conversion M	Common Stock	6,828	$44.24	$302,071	15,186
2021-02-22	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	266,000	$62.61	$16,654,659	86,427,300
2021-02-19	Craig Jonathan M.	Senior EVP	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	8,903	$0.00	$0	8,904
2021-02-19	Craig Jonathan M.	Senior EVP	Open-market sell S	Common Stock	8,903	$63.01	$560,999	0
2021-02-19	Craig Jonathan M.	Senior EVP	Exercise / conversion M	Common Stock	8,903	$25.86	$230,232	8,903
2021-02-18	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	35,000	$60.91	$2,131,808	86,693,300
2021-02-17	SCHWAB CHARLES R	Chairman	Equity grant / award G	Common Stock	9,505	$0.00	$0	86,763,300
2021-02-17	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	300,000	$60.95	$18,284,490	86,772,805
2021-02-16	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	300,000	$60.93	$18,277,590	87,072,805
2021-02-12	Murtagh Nigel J	EVP - Corporate Risk	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	19,000	$0.00	$0	41,169
2021-02-12	Murtagh Nigel J	EVP - Corporate Risk	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	17,665	$0.00	$0	0
2021-02-12	Murtagh Nigel J	EVP - Corporate Risk	Open-market sell S	Common Stock	36,665	$57.92	$2,123,651	50,275
2021-02-12	Murtagh Nigel J	EVP - Corporate Risk	Exercise / conversion M	Common Stock	17,665	$28.44	$502,393	86,940
2021-02-12	Murtagh Nigel J	EVP - Corporate Risk	Exercise / conversion M	Common Stock	19,000	$30.17	$573,230	69,275
2021-02-11	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	31,173	$0.00	$0	0
2021-02-11	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	36,024	$0.00	$0	0
2021-02-11	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	33,693	$0.00	$0	0
2021-02-11	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	38,820	$0.00	$0	0
2021-02-11	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	35,613	$0.00	$0	0
2021-02-11	MARTINETTO JOSEPH R	Senior EVP and COO	Open-market sell S	Common Stock	175,323	$55.95	$9,808,778	208,651
2021-02-11	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M	Common Stock	31,173	$28.44	$886,560	383,974
2021-02-11	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M	Common Stock	33,693	$27.45	$924,873	352,801
2021-02-11	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M	Common Stock	35,613	$25.86	$920,952	319,108
2021-02-11	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M	Common Stock	36,024	$23.12	$832,875	283,495
2021-02-11	MARTINETTO JOSEPH R	Senior EVP and COO	Exercise / conversion M	Common Stock	38,820	$22.67	$880,049	247,471
2021-02-10	Goldfarb Mark A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	7,866	$0.00	$0	0
2021-02-10	Goldfarb Mark A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	10,511	$0.00	$0	0
2021-02-10	Goldfarb Mark A	Dir	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	8,548	$0.00	$0	0
2021-02-10	Goldfarb Mark A	Dir	Open-market sell S	Common Stock	26,925	$55.76	$1,501,233	29,099
2021-02-10	Goldfarb Mark A	Dir	Exercise / conversion M	Common Stock	7,866	$28.96	$227,799	56,024
2021-02-10	Goldfarb Mark A	Dir	Exercise / conversion M	Common Stock	8,548	$31.21	$266,783	48,158
2021-02-10	Goldfarb Mark A	Dir	Exercise / conversion M	Common Stock	10,511	$25.01	$262,880	39,610
2021-02-04	SCHWAB CHARLES R	Chairman	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	147,992	$0.00	$0	0
2021-02-04	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	147,992	$54.10	$8,005,968	87,947,805
2021-02-04	SCHWAB CHARLES R	Chairman	Exercise / conversion M	Common Stock	147,992	$15.05	$2,227,280	88,095,797
2021-02-04	SCHWAB CHARLES R	Chairman	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	165,877	$0.00	$0	0
2021-02-04	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	165,877	$54.86	$9,100,825	87,947,805
2021-02-04	SCHWAB CHARLES R	Chairman	Exercise / conversion M	Common Stock	165,877	$11.75	$1,949,055	88,113,682
2021-02-03	SCHWAB CHARLES R	Chairman	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	126,812	$0.00	$0	0
2021-02-03	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	126,812	$54.81	$6,950,984	87,947,805
2021-02-03	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	17,500	$54.81	$959,122	88,074,617
2021-02-03	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	6,480	$54.81	$355,148	88,092,117
2021-02-03	SCHWAB CHARLES R	Chairman	Exercise / conversion M	Common Stock	126,812	$18.66	$2,366,312	88,098,597
2021-01-12	Craig Jonathan M.	Senior EVP	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	3,503	$0.00	$0	0
2021-01-12	Craig Jonathan M.	Senior EVP	Open-market sell S	Common Stock	3,503	$60.98	$213,613	0
2021-01-12	Craig Jonathan M.	Senior EVP	Exercise / conversion M	Common Stock	3,503	$23.12	$80,989	3,503
2021-01-11	Clark Bernard J.	EVP - Advisor Services	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	29,976	$0.00	$0	59,953
2021-01-11	Clark Bernard J.	EVP - Advisor Services	Open-market sell S	Common Stock	29,976	$60.01	$1,798,731	72,269
2021-01-11	Clark Bernard J.	EVP - Advisor Services	Exercise / conversion M	Common Stock	29,976	$26.39	$791,067	102,245
2021-01-07	Craig Jonathan M.	Senior EVP	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	3,503	$0.00	$0	3,503
2021-01-07	Craig Jonathan M.	Senior EVP	Open-market sell S	Common Stock	3,503	$58.98	$206,613	0
2021-01-07	Craig Jonathan M.	Senior EVP	Exercise / conversion M	Common Stock	3,503	$23.12	$80,989	3,503
2021-01-06	SCHWAB CHARLES R	Chairman	Equity grant / award G	Common Stock	6,656	$0.00	$0	87,971,785
2021-01-04	HERRINGER FRANK C	Dir	Equity grant / award A · derivative	Restricted Stock Units	640	—	—	133,807
2020-12-29	Craig Jonathan M.	Senior EVP	Exercise / conversion M · derivative	Nonqualified Stock Option (right to buy)	3,813	$0.00	$0	3,814
2020-12-29	Craig Jonathan M.	Senior EVP	Open-market sell S	Common Stock	3,813	$52.99	$202,064	0
2020-12-29	Craig Jonathan M.	Senior EVP	Exercise / conversion M	Common Stock	3,813	$22.67	$86,441	3,813
2020-12-24	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	98,870	$52.05	$5,146,085	71,395,506
2020-12-17	SCHWAB CHARLES R	Chairman	Open-market sell S	Common Stock	98,870	$51.48	$5,089,551	71,494,376
2020-10-06	Ricketts Todd M	Dir	Equity grant / award A	Common Stock	203,796	$0.00	$0	203,931

Regulatory Activity

Last 12 months to 2025-04-29

Insider Filings (Forms 3/4/5) — 12 months

Material Event Filings (8-K) — 12 months

8-K Material Event Filing Activity

Monthly count

Insider Trading Activity (Forms 3/4/5)

Monthly count