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| SEC Filing | Insider | Company | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Return |
|---|---|---|---|---|---|---|---|---|---|
| 20-Nov-24 6:02 PM View:  | Dodds Christopher V Director | Schwab Charles Corp (SCHW) | 18-Nov-24 | Option Exercise | 9,284 | $37.94 | $352,190.00 | 2% 452.01K to 461.3K | |
| 20-Nov-24 6:02 PM View: | Dodds Christopher V Director | Schwab Charles Corp (SCHW) | 18-Nov-24 | Option Sale | 9,284 | $81.43 | $755,981.00 | (2%) 461.3K to 452.01K | |
| 19-Nov-24 6:13 PM View: | Schwab-Pomerantz Carolyn Director | Schwab Charles Corp (SCHW) | 15-Nov-24 | Sale | 9,000 | $80.03 | $720,289.00 | (< 1%) 2.18M to 2.17M | |
| 18-Nov-24 4:15 PM View: | Beatty Jonathan S MD, Head of Advisor Services | Schwab Charles Corp (SCHW) | 14-Nov-24 | Planned Option Sale | 2,700 | $81.68 | $220,546.00 | (5%) 57.75K to 55.05K | |
| 18-Nov-24 8:57 PM View: | Ellis Stephen A Director | Schwab Charles Corp (SCHW) | 14-Nov-24 | Gift | 35,316 | -- | -- | (30%) 118.58K to 83.26K | |
| 18-Nov-24 4:15 PM View: | Beatty Jonathan S MD, Head of Advisor Services | Schwab Charles Corp (SCHW) | 14-Nov-24 | Option Exercise | 2,700 | $44.24 | $119,448.00 | 5% 55.05K to 57.75K | |
| 20-Sep-24 5:24 PM View: | Schwab-Pomerantz Carolyn Director | Schwab Charles Corp (SCHW) | 17-Sep-24 | Sale | 9,000 | $64.05 | $576,454.00 | (< 1%) 2.22M to 2.21M | |
| 02-Aug-24 6:31 PM View: | Woolway Paul V MD, Chief Banking Officer | Schwab Charles Corp (SCHW) | 01-Aug-24 | Sale | 1,150 | $65.20 | $74,980.00 | (1%) 97.62K to 96.47K | |
| 02-Aug-24 5:58 PM View: | Schwab Charles R Co-Chairman Director | Schwab Charles Corp (SCHW) | 31-Jul-24 | Option Exercise | 67,386 | $27.45 | $1,849,750.00 | < 1% 98.68M to 98.75M | |
| 02-Aug-24 5:58 PM View: | Schwab Charles R Co-Chairman Director | Schwab Charles Corp (SCHW) | 31-Jul-24 | Option Sale | 67,386 | $65.11 | $4,387,600.00 | (< 1%) 98.75M to 98.68M | |
| 23-Jul-24 9:17 PM View: | Schwab-Pomerantz Carolyn Director | Schwab Charles Corp (SCHW) | 19-Jul-24 | Sale (Planned) | 9,000 | $61.96 | $557,633.00 | (< 1%) 2.25M to 2.24M | |
| 19-Jul-24 5:23 PM View: | Bettinger Walter W Co-Chairman and CEO Director | Schwab Charles Corp (SCHW) | 17-Jul-24 | Private Purchase | 25,000 | $66.26 | $1,656,500.00 | 3% 815.1K to 840.1K | |
| 19-Jul-24 5:19 PM View: | Wurster Richard A President | Schwab Charles Corp (SCHW) | 17-Jul-24 | Private Purchase | 10,000 | $62.05 | $620,454.00 | 7% 138.17K to 148.17K | |
| 15-Jul-24 4:48 PM View: | Beatty Jonathan S MD, Head of Advisor Services | Schwab Charles Corp (SCHW) | 11-Jul-24 | Option Exercise | 780 | $44.24 | $34,507.20 | 1% 55.05K to 55.83K | |
| 15-Jul-24 4:48 PM View: | Beatty Jonathan S MD, Head of Advisor Services | Schwab Charles Corp (SCHW) | 11-Jul-24 | Planned Option Sale | 780 | $75.00 | $58,502.00 | (1%) 55.83K to 55.05K | |
| 03-Jul-24 2:48 PM View: | Beatty Jonathan S MD, Head of Advisor Services | Schwab Charles Corp (SCHW) | 01-Jul-24 | Grant | 11,191 | -- | -- | 26% 43.86K to 55.05K | |
| 24-Jun-24 6:15 PM View: | Schwab-Pomerantz Carolyn Director | Schwab Charles Corp (SCHW) | 20-Jun-24 | Sale | 9,000 | $72.49 | $652,373.00 | (< 1%) 2.25M to 2.25M | |
| 14-Jun-24 7:07 PM View: | Clark Bernard J. MD Head of Advisor Services | Schwab Charles Corp (SCHW) | 12-Jun-24 | Option Exercise | 8,164 | $52.05 | $424,936.00 | 6% 126.08K to 134.24K | |
| 14-Jun-24 7:07 PM View: | Clark Bernard J. MD Head of Advisor Services | Schwab Charles Corp (SCHW) | 12-Jun-24 | Planned Option Sale | 8,164 | $75.00 | $612,300.00 | (6%) 134.24K to 126.08K | |
| 31-May-24 6:15 PM View: | Adams John K Jr Director | Schwab Charles Corp (SCHW) | 28-May-24 | Grant | 1,809 | -- | -- | 4% 45.13K to 46.93K | |
| 30-May-24 7:10 PM View: | Dea Joan Director | Schwab Charles Corp (SCHW) | 28-May-24 | Grant | 1,809 | -- | -- | 7% 24.91K to 26.72K | |
| 30-May-24 8:44 PM View: | Clark Bernard J. MD Head of Advisor Services | Schwab Charles Corp (SCHW) | 28-May-24 | Option Exercise | 28,670 | $42.99 | $1,232,520.00 | 16% 174.84K to 203.51K | |
| 30-May-24 8:44 PM View: | Clark Bernard J. MD Head of Advisor Services | Schwab Charles Corp (SCHW) | 28-May-24 | Sale | 48,761 | $70.94 | $3,459,230.00 | (28%) 174.84K to 126.08K | |
| 30-May-24 7:17 PM View: | Ellis Stephen A Director | Schwab Charles Corp (SCHW) | 28-May-24 | Grant | 1,809 | -- | -- | 2% 115.97K to 117.78K | |
| 30-May-24 7:35 PM View: | Masrani Bharat Director | Schwab Charles Corp (SCHW) | 28-May-24 | Grant | 1,809 | -- | -- | 33% 5.47K to 7.28K | |
| 30-May-24 7:40 PM View: | Sarin Arun Director | Schwab Charles Corp (SCHW) | 28-May-24 | Grant | 1,809 | -- | -- | 7% 26.01K to 27.82K | |
| 30-May-24 7:54 PM View: | Sneed Paula A Director | Schwab Charles Corp (SCHW) | 28-May-24 | Grant | 1,809 | -- | -- | 2% 119.1K to 120.91K | |
| 30-May-24 9:33 PM View: | Ruffel Charles A. Director | Schwab Charles Corp (SCHW) | 28-May-24 | Grant | 1,809 | -- | -- | 7% 27.58K to 29.39K | |
| 30-May-24 7:24 PM View: | Levitt Brian M Director | Schwab Charles Corp (SCHW) | 28-May-24 | Grant | 1,809 | -- | -- | 7% 27.32K to 29.13K | |
| 30-May-24 7:14 PM View: | Dodds Christopher V Director | Schwab Charles Corp (SCHW) | 28-May-24 | Grant | 1,809 | -- | -- | < 1% 450.2K to 452.01K | |
| 30-May-24 7:20 PM View: | Herringer Frank C Director | Schwab Charles Corp (SCHW) | 28-May-24 | Grant | 1,809 | -- | -- | < 1% 225.23K to 227.03K | |
| 30-May-24 8:58 PM View: | Ricketts Todd M Director | Schwab Charles Corp (SCHW) | 28-May-24 | Grant | 1,809 | -- | -- | < 1% 536.58K to 538.38K | |
| 30-May-24 7:45 PM View: | Schwab-Pomerantz Carolyn Director | Schwab Charles Corp (SCHW) | 28-May-24 | Grant | 1,809 | -- | -- | < 1% 2.25M to 2.25M | |
| 30-May-24 8:44 PM View: | Clark Bernard J. MD Head of Advisor Services | Schwab Charles Corp (SCHW) | 28-May-24 | Option Sale | 28,670 | $70.94 | $2,033,920.00 | (14%) 203.51K to 174.84K | |
| 30-May-24 7:07 PM View: | Brown Marianne Catherine Director | Schwab Charles Corp (SCHW) | 28-May-24 | Grant | 1,809 | -- | -- | 14% 12.48K to 14.29K | |
| 30-May-24 8:13 PM View: | Martin-Flickinger Gerri Director | Schwab Charles Corp (SCHW) | 28-May-24 | Grant | 1,809 | -- | -- | 17% 10.95K to 12.76K | |
| 24-May-24 10:00 PM View: | Masrani Bharat Director | Schwab Charles Corp (SCHW) | 22-May-24 | Payment of Exercise | 197 | $78.71 | $15,505.90 | (3%) 5.67K to 5.47K | |
| 24-May-24 10:00 PM View: | Levitt Brian M Director | Schwab Charles Corp (SCHW) | 22-May-24 | Payment of Exercise | 197 | $78.71 | $15,505.90 | (< 1%) 27.51K to 27.32K | |
| 22-May-24 6:11 PM View: | Schwab Charles R Co-Chairman Director | Schwab Charles Corp (SCHW) | 20-May-24 | Gift | 64,100 | -- | -- | (< 1%) 98.74M to 98.68M | |
| 22-May-24 6:35 PM View: | Schwab-Pomerantz Carolyn Director | Schwab Charles Corp (SCHW) | 20-May-24 | Sale (Planned) | 9,000 | $78.41 | $705,727.00 | (< 1%) 2.26M to 2.25M | |
| 21-May-24 5:51 PM View: | Levitt Brian M Director | Schwab Charles Corp (SCHW) | 19-May-24 | Payment of Exercise | 162 | $78.50 | $12,716.20 | (< 1%) 27.68K to 27.51K | |
| 21-May-24 6:03 PM View: | Masrani Bharat Director | Schwab Charles Corp (SCHW) | 19-May-24 | Payment of Exercise | 162 | $78.50 | $12,716.20 | (3%) 5.83K to 5.67K | |
| 21-May-24 6:03 PM View: | Masrani Bharat Director | Schwab Charles Corp (SCHW) | 17-May-24 | Payment of Exercise | 241 | $77.92 | $18,778.70 | (4%) 6.07K to 5.83K | |
| 21-May-24 5:51 PM View: | Levitt Brian M Director | Schwab Charles Corp (SCHW) | 17-May-24 | Payment of Exercise | 241 | $77.92 | $18,778.70 | (< 1%) 27.92K to 27.68K | |
| 16-May-24 8:24 PM View: | Schwab Charles R Co-Chairman Director | Schwab Charles Corp (SCHW) | 15-May-24 | Sale | 58,065 | $78.08 | $4,533,710.00 | (< 1%) 98.8M to 98.74M | |
| 16-May-24 8:24 PM View: | Schwab Charles R Co-Chairman Director | Schwab Charles Corp (SCHW) | 14-May-24 | Sale | 65,360 | $76.89 | $5,025,700.00 | (< 1%) 98.87M to 98.8M | |
| 10-May-24 7:27 PM View: | Schwab Charles R Co-Chairman Director | Schwab Charles Corp (SCHW) | 09-May-24 | Gift | 34,000 | -- | -- | (< 1%) 98.9M to 98.87M | |
| 13-May-24 8:44 PM View: | Schwab-Pomerantz Carolyn Director | Schwab Charles Corp (SCHW) | 09-May-24 | Sale | 26,315 | $76.13 | $2,003,430.00 | (1%) 2.29M to 2.26M | |
| 10-May-24 7:27 PM View: | Schwab Charles R Co-Chairman Director | Schwab Charles Corp (SCHW) | 08-May-24 | Gift | 65,790 | -- | -- | (< 1%) 98.97M to 98.9M | |
| 08-May-24 6:10 PM View: | Schwab-Pomerantz Carolyn Director | Schwab Charles Corp (SCHW) | 06-May-24 | Sale | 13,113 | $76.38 | $1,001,640.00 | (< 1%) 2.29M to 2.28M |
