F&FFinancial Insights

Financial Metrics

SCHW SCHWAB CHARLES CORP
Range: 2016-01-01 to 2026-04-29
Chart Range:
% Change:

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

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

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
62
Material Event Filings (8-K) — 12 months
9

8-K Material Event Filing Activity

Monthly count

Insider Trading Activity (Forms 3/4/5)

Monthly count
For informational purposes only — not guaranteed to be accurate or complete.