SCHWSCHWAB CHARLES CORP
- Market cap
- $156.64B
- as of 2026-10-23
- Latest close
- $90.58
- as of 2026-10-23
- Sector
- Financial Services
- as of 2026-10-24
- Industry
- Capital Markets
- as of 2026-10-24
Cluster
No cluster in the last 90 days under the default rule (14d · ≥2 insiders · all roles).
Form 4 historysince 2023-10-04
Showing the latest 500 of 723 transactions.
| Insider | Traded | Filed | Type | Shares | Price | Value | Owned after | 10b5-1 plan | Filing |
|---|---|---|---|---|---|---|---|---|---|
| Brown Marianne Catherine | Oct 1 | Oct 5 | A · derivative | 407 | not reported | not reported | 8,700.21 | No | Form 4 |
| Ellis Stephen A | Oct 1 | Oct 5 | A · derivative | 369 | not reported | not reported | 13,683.75 | No | Form 4 |
| Herringer Frank C | Oct 1 | Oct 5 | A · derivative | 445 | not reported | not reported | 153,636.78 | No | Form 4 |
| Ruffel Charles A. | Oct 1 | Oct 5 | A · derivative | 1,222 | $98.37 | $120,208 | 1,222 | No | Form 4 |
| Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Oct 1 | Oct 5 | M | 5,000 | $41.98 | $209,900 | not reported | Yes | Form 4 |
| Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Oct 1 | Oct 5 | S | 5,000 | $97.80 | Sale −$489,007 | 5,770 | Yes | Form 4 |
| Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Oct 1 | Oct 5 | M · derivative | 5,000 | $41.98 | $209,900 | 13,950 | Yes | Form 4 |
| Ellis Stephen A | Sep 23 | Sep 25 | M | 1,918 | $31.48 | $60,379 | 7,445 | No | Form 4 |
| Ellis Stephen A | Sep 23 | Sep 25 | M · derivative | 1,918 | $31.48 | $60,379 | not reported | No | Form 4 |
| Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Sep 1 | Sep 2 | M | 3,177 | $52.05 | $165,363 | not reported | Yes | Form 4 |
| Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Sep 1 | Sep 2 | S | 3,177 | $109.04 | Sale −$346,420 | 5,770 | Yes | Form 4 |
| Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Sep 1 | Sep 2 | M · derivative | 3,177 | $52.05 | $165,363 | not reported | Yes | Form 4 |
| Bettinger Walter WCo-Chairman | Aug 28 | Aug 31 | M | 74,388 | $46.81 | $3,482,102 | 684,748 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Aug 28 | Aug 31 | S | 74,388 | $110.91 | Sale −$8,250,373 | 610,360 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Aug 28 | Aug 31 | M · derivative | 74,388 | $46.81 | $3,482,102 | 154,589 | No | Form 4 |
| Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Aug 28 | Aug 31 | M | 3,177 | $52.05 | $165,363 | not reported | Yes | Form 4 |
| Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Aug 28 | Aug 31 | S | 3,177 | $108.12 | Sale −$343,497 | not reported | Yes | Form 4 |
| Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Aug 28 | Aug 31 | M · derivative | 3,177 | $52.05 | $165,363 | 3,177 | Yes | Form 4 |
| Schwab Charles R.Co-Chairman | Aug 27 | Aug 28 | G | 9,300 | $0.00 | $0 | 53,549,441 | No | Form 4 |
| Schwab-Pomerantz Carolyn | Aug 26 | Aug 27 | S | 9,175 | $109.25 | Sale −$1,002,369 | 1,323,161.66 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Aug 24 | Aug 26 | S | 117,000 | $113.20 | Sale −$13,244,400 | 53,558,741 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Aug 24 | Aug 26 | M | 176,210 | $46.81 | $8,248,390 | 786,570 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Aug 24 | Aug 26 | S | 176,210 | $113.49 | Sale −$19,998,073 | 610,360 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Aug 24 | Aug 26 | M · derivative | 176,210 | $46.81 | $8,248,390 | 228,977 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Aug 18 | Aug 19 | G | 54,550 | $0.00 | $0 | 53,675,741 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Aug 17 | Aug 19 | G | 45,500 | $0.00 | $0 | 53,730,291 | No | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Aug 17 | Aug 18 | S | 1,000 | $111.33 | Sale −$111,330 | 10,738 | No | Form 4 |
| Craig Jonathan M.MD, Head of Retail Investing | Aug 14 | Aug 17 | M | 21,866 | $46.81 | $1,023,547 | not reported | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Retail Investing | Aug 14 | Aug 17 | S | 21,866 | $111.03 | Sale −$2,427,782 | not reported | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Retail Investing | Aug 14 | Aug 17 | M · derivative | 21,866 | $46.81 | $1,023,547 | not reported | Yes | Form 4 |
| Howard DennisMD, Chief Tech, OPS & Data Off | Aug 13 | Aug 17 | S | 2,198 | $110.00 | Sale −$241,780 | 6,980 | Yes | Form 4 |
| Schwab Charles R.Co-Chairman | Aug 12 | Aug 13 | S | 46,410 | $108.18 | Sale −$5,020,634 | 30,021,463 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Aug 11 | Aug 11 | S | 46,445 | $107.78 | Sale −$5,005,842 | 30,067,873 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | Aug 10 | Aug 10 | M | 24,778 | $46.81 | $1,159,858 | 82,750.48 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | Aug 10 | Aug 10 | S | 24,778 | $109.01 | Sale −$2,701,050 | 57,972.48 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | Aug 10 | Aug 10 | M · derivative | 24,778 | $46.81 | $1,159,858 | not reported | Yes | Form 4 |
| Sneed Paula A | Aug 7 | Aug 10 | S | 5,263 | $107.15 | Sale −$563,930 | 91,711.16 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Aug 6 | Aug 10 | G | 37,200 | $0.00 | $0 | 53,775,791 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | Aug 6 | Aug 10 | M | 1,897 | $46.81 | $88,799 | 59,869.48 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | Aug 6 | Aug 10 | S | 1,897 | $109.00 | Sale −$206,773 | 57,972.48 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | Aug 6 | Aug 10 | M · derivative | 1,897 | $46.81 | $88,799 | 24,778 | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Retail Investing | Aug 5 | Aug 7 | M | 21,750 | $46.81 | $1,018,118 | not reported | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Retail Investing | Aug 5 | Aug 7 | S | 21,750 | $107.02 | Sale −$2,327,685 | not reported | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Retail Investing | Aug 5 | Aug 7 | M · derivative | 21,750 | $46.81 | $1,018,118 | 21,866 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Aug 5 | Aug 7 | S | 18,561 | $107.70 | Sale −$1,999,020 | 1,332,336.66 | No | Form 4 |
| Schwab-Pomerantz Carolyn | Aug 4 | Aug 5 | S | 22,640 | $106.36 | Sale −$2,407,990 | 1,350,897.66 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Aug 4 | Aug 4 | S | 47,650 | $106.08 | Sale −$5,054,712 | 53,877,941 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Aug 3 | Aug 4 | S | 95,250 | $105.52 | Sale −$10,050,780 | 53,925,591 | No | Form 4 |
| Howard DennisMD, Chief Tech, OPS & Data Off | Aug 1 | Aug 4 | F | 1,292 | $104.87 | $135,492 | 9,178 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Jul 29 | Jul 30 | S | 95,450 | $105.82 | Sale −$10,100,519 | 30,114,318 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Jul 28 | Jul 30 | S | 48,000 | $105.60 | Sale −$5,068,800 | 54,080,841 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Jul 28 | Jul 30 | G | 60,000 | $0.00 | $0 | 54,020,841 | No | Form 4 |
| Howard DennisMD, Chief Tech, OPS & Data Off | Jul 28 | Jul 30 | M | 28,000 | $64.10 | $1,794,800 | 38,470 | Yes | Form 4 |
| Howard DennisMD, Chief Tech, OPS & Data Off | Jul 28 | Jul 30 | S | 28,000 | $105.01 | Sale −$2,940,280 | 10,470 | Yes | Form 4 |
| Howard DennisMD, Chief Tech, OPS & Data Off | Jul 28 | Jul 30 | M · derivative | 28,000 | $64.10 | $1,794,800 | 56,000 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Jul 28 | Jul 30 | S | 22,650 | $105.71 | Sale −$2,394,332 | 1,373,808.66 | No | Form 4 |
| Schwab-Pomerantz Carolyn | Jul 28 | Jul 30 | G | 271 | $0.00 | $0 | 1,373,537.66 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Jul 28 | Jul 29 | M | 93,408 | $52.05 | $4,861,886 | 622,754 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Jul 28 | Jul 29 | S | 42,265 | $103.86 | Sale −$4,389,643 | 580,489 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Jul 28 | Jul 29 | S | 38,263 | $105.18 | Sale −$4,024,502 | 542,226 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Jul 28 | Jul 29 | S | 12,880 | $105.56 | Sale −$1,359,613 | 529,346 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Jul 28 | Jul 29 | M · derivative | 93,408 | $52.05 | $4,861,886 | not reported | No | Form 4 |
| Bettinger Walter WCo-Chairman | Jul 27 | Jul 29 | M | 192,488 | $52.05 | $10,019,000 | 721,834 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Jul 27 | Jul 29 | S | 192,488 | $103.90 | Sale −$19,999,503 | 529,346 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Jul 27 | Jul 29 | M · derivative | 192,488 | $52.05 | $10,019,000 | 93,408 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | Jul 27 | Jul 29 | M | 32,947 | $46.81 | $1,542,249 | 90,919.48 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | Jul 27 | Jul 29 | S | 21,947 | $104.00 | Sale −$2,282,488 | 68,972.48 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | Jul 27 | Jul 29 | S | 11,000 | $104.03 | Sale −$1,144,330 | 57,972.48 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | Jul 27 | Jul 29 | M · derivative | 32,947 | $46.81 | $1,542,249 | 15,675 | Yes | Form 4 |
| Schwab Charles R.Co-Chairman | Jul 24 | Jul 28 | S | 45,500 | $101.72 | Sale −$4,628,260 | 54,128,841 | No | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Jul 23 | Jul 27 | S | 6,952 | $102.03 | Sale −$709,313 | not reported | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | Jul 21 | Jul 23 | M | 4,053 | $46.81 | $189,721 | 62,025.48 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | Jul 21 | Jul 23 | S | 4,053 | $104.14 | Sale −$422,079 | 57,972.48 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | Jul 21 | Jul 23 | M · derivative | 4,053 | $46.81 | $189,721 | 48,622 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Jul 21 | Jul 21 | S | 2,000 | $104.21 | Sale −$208,420 | 11,738 | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Retail Investing | Jul 7 | Jul 9 | M | 21,750 | $46.81 | $1,018,118 | not reported | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Retail Investing | Jul 7 | Jul 9 | S | 21,750 | $102.01 | Sale −$2,218,718 | not reported | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Retail Investing | Jul 7 | Jul 9 | M · derivative | 21,750 | $46.81 | $1,018,118 | 43,616 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Jul 7 | Jul 8 | S | 2,000 | $102.01 | Sale −$204,020 | 13,738 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Jul 6 | Jul 6 | S | 2,000 | $100.01 | Sale −$200,020 | 15,738 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Jul 2 | Jul 6 | S | 2,000 | $97.03 | Sale −$194,060 | 17,738 | Yes | Form 4 |
| Herringer Frank C | Jul 1 | Jul 6 | A · derivative | 457 | not reported | not reported | 152,751.26 | No | Form 4 |
| Ellis Stephen A | Jul 1 | Jul 6 | A · derivative | 379 | not reported | not reported | 13,276.46 | No | Form 4 |
| Ruffel Charles A. | Jul 1 | Jul 6 | A · derivative | 1,280 | $95.78 | $122,598 | 1,280 | No | Form 4 |
| Brown Marianne Catherine | Jul 1 | Jul 6 | A · derivative | 418 | not reported | not reported | 8,269.36 | No | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Jul 1 | Jul 6 | F | 1,036 | $92.73 | $96,068 | 32,459 | Yes | Form 4 |
| Ellis Stephen A | Jun 23 | Jun 25 | M | 2,258 | $25.11 | $56,698 | 7,445 | No | Form 4 |
| Ellis Stephen A | Jun 23 | Jun 25 | M · derivative | 2,258 | $25.11 | $56,698 | not reported | No | Form 4 |
| Verdeschi Michael DCFO | Jun 3 | Jun 4 | F | 6,519 | $87.42 | $569,891 | 47,442 | No | Form 4 |
| Wurster Richard APresident & CEO | May 28 | May 28 | P | 21,959 | $84.23 | Purchase +$1,849,607 | 218,409 | No | Form 4 |
| Adams John K Jr | May 26 | May 28 | A | 1,602 | $0.00 | $0 | 50,711.24 | No | Form 4 |
| Adams John K Jr | May 26 | May 28 | A · derivative | 3,977 | $89.40 | $355,544 | 3,977 | No | Form 4 |
| Dea Joan | May 26 | May 28 | A | 1,602 | $0.00 | $0 | 28,440 | No | Form 4 |
| Dea Joan | May 26 | May 28 | A · derivative | 3,977 | $89.40 | $355,544 | 3,977 | No | Form 4 |
| Ruffel Charles A. | May 26 | May 28 | A | 1,602 | $0.00 | $0 | 11,380.69 | No | Form 4 |
| Ruffel Charles A. | May 26 | May 28 | A · derivative | 3,977 | $89.40 | $355,544 | 3,977 | No | Form 4 |
| Schwab-Pomerantz Carolyn | May 26 | May 28 | A | 1,602 | $0.00 | $0 | 11,226 | No | Form 4 |
| Schwab-Pomerantz Carolyn | May 26 | May 28 | A · derivative | 3,977 | $89.40 | $355,544 | 3,977 | No | Form 4 |
| Herringer Frank C | May 26 | May 27 | A | 1,602 | $0.00 | $0 | 12,268 | No | Form 4 |
| Herringer Frank C | May 26 | May 27 | A · derivative | 3,977 | $89.40 | $355,544 | 3,977 | No | Form 4 |
| Dodds Christopher V | May 26 | May 27 | A | 1,602 | $0.00 | $0 | 5,669 | No | Form 4 |
| Dodds Christopher V | May 26 | May 27 | A · derivative | 3,977 | $89.40 | $355,544 | 3,977 | No | Form 4 |
| Sarin Arun | May 26 | May 27 | A | 1,602 | $0.00 | $0 | 12,268 | No | Form 4 |
| Sarin Arun | May 26 | May 27 | A · derivative | 3,977 | $89.40 | $355,544 | 3,977 | No | Form 4 |
| Sneed Paula A | May 26 | May 27 | A | 1,602 | $0.00 | $0 | 9,675 | No | Form 4 |
| Sneed Paula A | May 26 | May 27 | A · derivative | 3,977 | $89.40 | $355,544 | 3,977 | No | Form 4 |
| Ellis Stephen A | May 26 | May 27 | A | 1,602 | $0.00 | $0 | 8,262 | No | Form 4 |
| Ellis Stephen A | May 26 | May 27 | A · derivative | 3,977 | $89.40 | $355,544 | 3,977 | No | Form 4 |
| Brown Marianne Catherine | May 26 | May 27 | A | 1,602 | $0.00 | $0 | 17,353 | No | Form 4 |
| Brown Marianne Catherine | May 26 | May 27 | A · derivative | 3,977 | $89.40 | $355,544 | 3,977 | No | Form 4 |
| Schwab Charles R.Co-Chairman | May 22 | May 26 | G | 210,000 | $0.00 | $0 | 54,174,341 | No | Form 4 |
| Dea Joan | May 21 | May 26 | G | 835 | $0.00 | $0 | 26,838 | No | Form 4 |
| Schwab Charles R.Co-Chairman | May 19 | May 20 | S | 27,500 | $92.22 | Sale −$2,536,050 | 30,209,768 | No | Form 4 |
| Schwab Charles R.Co-Chairman | May 18 | May 18 | S | 27,500 | $92.40 | Sale −$2,541,000 | 30,237,268 | No | Form 4 |
| Schwab Charles R.Co-Chairman | May 15 | May 18 | G | 5,300 | $0.00 | $0 | 54,384,341 | No | Form 4 |
| Sarin Arun | May 13 | May 14 | M | 7,866 | $28.96 | $227,799 | 10,666 | No | Form 4 |
| Sarin Arun | May 13 | May 14 | S | 2,500 | $91.16 | Sale −$227,900 | 23,983 | No | Form 4 |
| Sarin Arun | May 13 | May 14 | M · derivative | 7,866 | $28.96 | $227,799 | not reported | No | Form 4 |
| Schwab Charles R.Co-Chairman | May 6 | May 6 | S | 109,300 | $92.01 | Sale −$10,056,693 | 30,264,768 | No | Form 4 |
| Schwab-Pomerantz Carolyn | May 5 | May 6 | M | 9,910 | $31.65 | $313,652 | 9,624 | No | Form 4 |
| Schwab-Pomerantz Carolyn | May 5 | May 6 | S | 9,910 | $92.29 | Sale −$914,594 | 1,396,458.66 | No | Form 4 |
| Schwab-Pomerantz Carolyn | May 5 | May 6 | M · derivative | 9,910 | $31.65 | $313,652 | not reported | No | Form 4 |
| Schwab Charles R.Co-Chairman | May 4 | May 6 | S | 109,300 | $91.50 | Sale −$10,000,950 | 30,374,068 | No | Form 4 |
| Schwab Charles R.Co-Chairman | May 1 | May 1 | S | 55,000 | $91.86 | Sale −$5,052,300 | 54,389,641 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Apr 30 | May 1 | S | 50,000 | $91.81 | Sale −$4,590,500 | 54,444,641 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Apr 29 | May 1 | S | 63,743 | $90.49 | Sale −$5,768,104 | 55,609,641 | No | Form 4 |
| Herringer Frank C | Apr 28 | Apr 29 | M | 7,866 | $28.96 | $227,799 | 10,666 | No | Form 4 |
| Herringer Frank C | Apr 28 | Apr 29 | S | 2,520 | $90.60 | Sale −$228,312 | 177,508 | No | Form 4 |
| Herringer Frank C | Apr 28 | Apr 29 | M · derivative | 7,866 | $28.96 | $227,799 | not reported | No | Form 4 |
| Schwab Charles R.Co-Chairman | Apr 27 | Apr 27 | S | 36,450 | $90.00 | Sale −$3,280,500 | 55,673,384 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Apr 23 | Apr 27 | S | 36,450 | $90.50 | Sale −$3,298,725 | 55,709,834 | No | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Apr 15 | Apr 16 | M | 7,941 | $52.05 | $413,329 | 25,153 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Apr 15 | Apr 16 | S | 7,941 | $100.00 | Sale −$794,100 | 29,866.44 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Apr 15 | Apr 16 | M · derivative | 7,941 | $52.05 | $413,329 | not reported | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Apr 14 | Apr 16 | M | 7,942 | $52.05 | $413,381 | 25,153 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Apr 14 | Apr 16 | S | 7,942 | $98.00 | Sale −$778,316 | 29,866.44 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Apr 14 | Apr 16 | M · derivative | 7,942 | $52.05 | $413,381 | 7,941 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | Apr 14 | Apr 15 | M | 41,297 | $52.05 | $2,149,509 | 99,269.48 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | Apr 14 | Apr 15 | S | 41,297 | $99.00 | Sale −$4,088,403 | 57,972.48 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | Apr 14 | Apr 15 | M · derivative | 41,297 | $52.05 | $2,149,509 | not reported | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Retail Investing | Apr 14 | Apr 15 | M | 21,750 | $46.81 | $1,018,118 | not reported | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Retail Investing | Apr 14 | Apr 15 | S | 21,750 | $99.00 | Sale −$2,153,250 | not reported | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Retail Investing | Apr 14 | Apr 15 | M · derivative | 21,750 | $46.81 | $1,018,118 | 65,366 | Yes | Form 4 |
| Herringer Frank C | Apr 1 | Apr 2 | A · derivative | 474 | not reported | not reported | 151,757.24 | No | Form 4 |
| Ellis Stephen A | Apr 1 | Apr 2 | A · derivative | 393 | not reported | not reported | 12,851.98 | No | Form 4 |
| Ruffel Charles A. | Apr 1 | Apr 2 | A · derivative | 1,286 | $92.36 | $118,775 | 1,286 | No | Form 4 |
| Brown Marianne Catherine | Apr 1 | Apr 2 | A · derivative | 434 | not reported | not reported | 7,823.67 | No | Form 4 |
| Ellis Stephen A | Mar 24 | Mar 25 | M | 1,899 | $28.38 | $53,894 | 6,660 | No | Form 4 |
| Ellis Stephen A | Mar 24 | Mar 25 | M | 7,866 | $28.96 | $227,799 | 6,660 | No | Form 4 |
| Ellis Stephen A | Mar 24 | Mar 25 | M · derivative | 1,899 | $1,899.00 | $3,606,201 | not reported | No | Form 4 |
| Ellis Stephen A | Mar 24 | Mar 25 | M · derivative | 7,866 | $7,866.00 | $61,873,956 | not reported | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | Mar 3 | Mar 5 | S | 4,463 | $94.43 | Sale −$421,441 | 60,712.48 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | Mar 3 | Mar 5 | S | 2,740 | $94.90 | Sale −$260,026 | 57,972.48 | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | Mar 3 | Mar 5 | S | 9,032 | $94.42 | Sale −$852,801 | 5,449 | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | Mar 3 | Mar 5 | S | 5,449 | $94.89 | Sale −$517,056 | not reported | Yes | Form 4 |
| Howard DennisMD, Chief Tech, OPS & Data Off | Mar 3 | Mar 5 | S | 6,269 | $94.43 | Sale −$591,982 | 14,309 | Yes | Form 4 |
| Howard DennisMD, Chief Tech, OPS & Data Off | Mar 3 | Mar 5 | S | 3,839 | $94.88 | Sale −$364,244 | 10,470 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Mar 2 | Mar 4 | A · derivative | 24,509 | $95.49 | $2,340,364 | 24,509 | No | Form 4 |
| Verdeschi Michael DCFO | Mar 2 | Mar 4 | A · derivative | 62,134 | $95.49 | $5,933,176 | 62,134 | No | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Mar 3 | Mar 3 | S | 3,626 | $94.41 | Sale −$342,331 | 32,366.44 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Mar 3 | Mar 3 | S | 2,500 | $94.89 | Sale −$237,225 | 29,866.44 | Yes | Form 4 |
| Schwab Charles R.Co-Chairman | Mar 2 | Mar 3 | A · derivative | 72,489 | $95.49 | $6,921,975 | 72,489 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Mar 2 | Mar 3 | A · derivative | 42,113 | $95.49 | $4,021,370 | 42,113 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | Mar 2 | Mar 3 | A · derivative | 30,377 | $95.49 | $2,900,700 | 30,377 | No | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | Mar 2 | Mar 3 | A · derivative | 50,052 | $95.49 | $4,779,465 | 50,052 | Yes | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Mar 2 | Mar 3 | A · derivative | 21,057 | $95.49 | $2,010,733 | 21,057 | No | Form 4 |
| Howard DennisMD, Chief Tech, OPS & Data Off | Mar 2 | Mar 3 | A · derivative | 42,458 | $95.49 | $4,054,314 | 42,458 | No | Form 4 |
| Wurster Richard APresident & CEO | Mar 2 | Mar 3 | A · derivative | 230,411 | $95.49 | $22,001,946 | 230,411 | No | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Mar 2 | Mar 3 | M | 15,884 | $52.05 | $826,762 | 25,153 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Mar 2 | Mar 3 | S | 7,942 | $94.23 | Sale −$748,375 | 43,934.44 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Mar 2 | Mar 3 | S | 7,942 | $96.00 | Sale −$762,432 | 35,992.44 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Mar 2 | Mar 3 | M · derivative | 15,884 | $52.05 | $826,762 | 15,883 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Mar 2 | Mar 3 | A · derivative | 15,189 | $95.49 | $1,450,398 | 15,189 | Yes | Form 4 |
| Schwab Charles R.Co-Chairman | Mar 1 | Mar 3 | A | 38,838 | $0.00 | $0 | 38,838 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Mar 1 | Mar 3 | F | 15,283 | $95.31 | $1,456,623 | not reported | No | Form 4 |
| Bettinger Walter WCo-Chairman | Mar 1 | Mar 3 | A | 141,757 | $0.00 | $0 | 141,757 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Mar 1 | Mar 3 | F | 60,743 | $95.31 | $5,789,415 | 81,014 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | Mar 1 | Mar 3 | A | 16,312 | $0.00 | $0 | 74,284.48 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | Mar 1 | Mar 3 | F | 9,109 | $95.31 | $868,179 | 65,175.48 | No | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | Mar 1 | Mar 3 | A | 25,633 | $0.00 | $0 | 25,633 | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | Mar 1 | Mar 3 | F | 11,152 | $95.31 | $1,062,897 | 14,481 | Yes | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Mar 1 | Mar 3 | A | 11,263 | $0.00 | $0 | 11,263 | No | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Mar 1 | Mar 3 | F | 4,311 | $95.31 | $410,881 | 6,952 | No | Form 4 |
| Howard DennisMD, Chief Tech, OPS & Data Off | Mar 1 | Mar 3 | A | 16,312 | $0.00 | $0 | 26,782 | No | Form 4 |
| Howard DennisMD, Chief Tech, OPS & Data Off | Mar 1 | Mar 3 | F | 6,204 | $95.31 | $591,303 | 20,578 | No | Form 4 |
| Wurster Richard APresident & CEO | Mar 1 | Mar 3 | A | 62,140 | $0.00 | $0 | 219,329 | No | Form 4 |
| Wurster Richard APresident & CEO | Mar 1 | Mar 3 | F | 22,879 | $95.31 | $2,180,597 | 196,450 | No | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Mar 1 | Mar 3 | A | 8,156 | $0.00 | $0 | 38,022.44 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Mar 1 | Mar 3 | F | 2,030 | $90.31 | $183,329 | 35,992.44 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Feb 27 | Mar 3 | S | 2,030 | $95.30 | Sale −$193,459 | 19,738 | No | Form 4 |
| Ellis Stephen A | Feb 26 | Mar 3 | S | 10,725 | $96.57 | Sale −$1,035,713 | 87,562.53 | No | Form 4 |
| Howard DennisMD, Chief Tech, OPS & Data Off | Feb 25 | Feb 27 | M | 27,903 | $64.10 | $1,788,582 | 38,373 | Yes | Form 4 |
| Howard DennisMD, Chief Tech, OPS & Data Off | Feb 25 | Feb 27 | S | 27,903 | $95.02 | Sale −$2,651,343 | 10,470 | Yes | Form 4 |
| Howard DennisMD, Chief Tech, OPS & Data Off | Feb 25 | Feb 27 | M · derivative | 27,903 | $64.10 | $1,788,582 | 84,000 | Yes | Form 4 |
| Schwab Charles R.Co-Chairman | Feb 10 | Feb 11 | S | 32,413 | $105.58 | Sale −$3,422,165 | 30,483,368 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Feb 9 | Feb 11 | G | 60,000 | $0.00 | $0 | 55,722,729 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Feb 9 | Feb 11 | S | 126,200 | $106.55 | Sale −$13,446,610 | 30,515,781 | No | Form 4 |
| Dodds Christopher V | Feb 6 | Feb 10 | M | 4,390 | $73.00 | $320,470 | 453,796 | No | Form 4 |
| Dodds Christopher V | Feb 6 | Feb 10 | M | 4,703 | $62.66 | $294,690 | 458,499 | No | Form 4 |
| Dodds Christopher V | Feb 6 | Feb 10 | M | 2,732 | $51.97 | $141,982 | 461,231 | No | Form 4 |
| Dodds Christopher V | Feb 6 | Feb 10 | S | 11,825 | $104.55 | Sale −$1,236,304 | 449,406 | No | Form 4 |
| Dodds Christopher V | Feb 6 | Feb 10 | M · derivative | 4,390 | $73.00 | $320,470 | not reported | No | Form 4 |
| Dodds Christopher V | Feb 6 | Feb 10 | M · derivative | 4,703 | $62.66 | $294,690 | not reported | No | Form 4 |
| Dodds Christopher V | Feb 6 | Feb 10 | M · derivative | 2,732 | $51.97 | $141,982 | 2,732 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Feb 6 | Feb 10 | M | 67,514 | $42.99 | $2,902,427 | 596,860 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Feb 6 | Feb 10 | S | 67,514 | $104.25 | Sale −$7,038,335 | 529,346 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Feb 6 | Feb 10 | M · derivative | 67,514 | $42.99 | $2,902,427 | not reported | No | Form 4 |
| Schwab Charles R.Co-Chairman | Feb 4 | Feb 5 | S | 67,975 | $103.81 | Sale −$7,056,485 | 55,782,729 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Feb 4 | Feb 5 | M | 94,948 | $42.99 | $4,081,815 | 624,294 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Feb 4 | Feb 5 | S | 94,948 | $104.25 | Sale −$9,898,329 | 529,346 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Feb 4 | Feb 5 | M · derivative | 94,948 | $42.99 | $4,081,815 | 67,514 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Feb 3 | Feb 5 | S | 96,625 | $103.74 | Sale −$10,023,878 | 55,850,704 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Feb 3 | Feb 5 | M | 162,462 | $42.99 | $6,984,241 | 691,808 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Feb 3 | Feb 5 | S | 141,033 | $103.85 | Sale −$14,646,277 | 550,775 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Feb 3 | Feb 5 | S | 21,429 | $104.24 | Sale −$2,233,759 | 529,346 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Feb 3 | Feb 5 | M · derivative | 162,462 | $42.99 | $6,984,241 | 162,462 | No | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Feb 2 | Feb 3 | M | 7,595 | $66.47 | $504,840 | 7,595 | No | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Feb 2 | Feb 3 | S | 7,595 | $104.38 | Sale −$792,766 | not reported | No | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Feb 2 | Feb 3 | M · derivative | 7,595 | $66.47 | $504,840 | 22,788 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Jan 29 | Feb 2 | S | 145,650 | $103.16 | Sale −$15,025,254 | 55,947,329 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Jan 28 | Jan 28 | M | 44,962 | $26.39 | $1,186,547 | not reported | No | Form 4 |
| Schwab Charles R.Co-Chairman | Jan 28 | Jan 28 | S | 44,962 | $103.20 | Sale −$4,640,078 | 56,119,454 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Jan 28 | Jan 28 | S | 26,475 | $103.22 | Sale −$2,732,750 | 56,092,979 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Jan 28 | Jan 28 | M · derivative | 44,962 | $26.39 | $1,186,547 | not reported | No | Form 4 |
| Schwab Charles R.Co-Chairman | Jan 26 | Jan 28 | M | 134,895 | $26.39 | $3,559,879 | not reported | No | Form 4 |
| Schwab Charles R.Co-Chairman | Jan 26 | Jan 28 | S | 134,895 | $103.09 | Sale −$13,906,326 | 56,119,454 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Jan 26 | Jan 28 | M · derivative | 134,895 | $26.39 | $3,559,879 | 44,962 | No | Form 4 |
| Schwab-Pomerantz Carolyn | Jan 22 | Jan 26 | S | 19,050 | $105.25 | Sale −$2,005,013 | 1,415,508.66 | No | Form 4 |
| Schwab-Pomerantz Carolyn | Jan 22 | Jan 26 | S | 9,525 | $105.19 | Sale −$1,001,935 | 1,405,983.66 | No | Form 4 |
| Schwab-Pomerantz Carolyn | Jan 22 | Jan 26 | S | 9,525 | $105.18 | Sale −$1,001,840 | 1,396,458.66 | No | Form 4 |
| Schwab-Pomerantz Carolyn | Jan 22 | Jan 26 | S | 4,765 | $105.02 | Sale −$500,420 | 436,149 | No | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Jan 22 | Jan 23 | M | 2,000 | $46.39 | $92,780 | 33,495 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Jan 22 | Jan 23 | S | 2,000 | $105.00 | Sale −$210,000 | 21,768 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Jan 22 | Jan 23 | M · derivative | 2,000 | $46.39 | $92,780 | not reported | Yes | Form 4 |
| Herringer Frank C | Jan 2 | Jan 6 | A · derivative | 431 | not reported | not reported | 150,782.73 | No | Form 4 |
| Ellis Stephen A | Jan 2 | Jan 6 | A · derivative | 357 | not reported | not reported | 12,417.76 | No | Form 4 |
| Ruffel Charles A. | Jan 2 | Jan 6 | A · derivative | 1,317 | $101.57 | $133,768 | 1,317 | No | Form 4 |
| Brown Marianne Catherine | Jan 2 | Jan 6 | A · derivative | 394 | not reported | not reported | 7,365.22 | No | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Dec 23, 2025 | Dec 29, 2025 | M | 2,000 | $46.39 | $92,780 | 43,340 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Dec 23, 2025 | Dec 29, 2025 | S | 2,000 | $102.01 | Sale −$204,020 | 11,923 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Dec 23, 2025 | Dec 29, 2025 | M · derivative | 2,000 | $46.39 | $92,780 | 2,000 | Yes | Form 4 |
| Ellis Stephen A | Dec 16, 2025 | Dec 18, 2025 | M | 1,922 | $31.98 | $61,466 | 6,660 | No | Form 4 |
| Ellis Stephen A | Dec 16, 2025 | Dec 18, 2025 | M · derivative | 1,922 | $31.98 | $61,466 | not reported | No | Form 4 |
| Ruffel Charles A. | Nov 19, 2025 | Nov 20, 2025 | G | 8,372 | $0.00 | $0 | 9,778.69 | No | Form 4 |
| Sneed Paula A | Nov 13, 2025 | Nov 14, 2025 | G | 8,680 | $0.00 | $0 | 96,974.16 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Nov 12, 2025 | Nov 14, 2025 | G | 52,500 | $0.00 | $0 | 56,119,454 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | Nov 12, 2025 | Nov 14, 2025 | G | 1,032.4 | $0.00 | $0 | 57,972.48 | No | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Nov 12, 2025 | Nov 14, 2025 | M | 3,072 | $46.39 | $142,510 | 43,340 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Nov 12, 2025 | Nov 14, 2025 | S | 3,072 | $98.00 | Sale −$301,056 | 11,923 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Nov 12, 2025 | Nov 14, 2025 | M · derivative | 3,072 | $46.39 | $142,510 | 4,000 | Yes | Form 4 |
| Bettinger Walter WCo-Chairman | Nov 10, 2025 | Nov 13, 2025 | G | 61,388 | $0.00 | $0 | 529,346 | No | Form 4 |
| Schwab-Pomerantz Carolyn | Nov 10, 2025 | Nov 13, 2025 | G | 298 | $0.00 | $0 | 1,434,558.66 | No | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Nov 10, 2025 | Nov 12, 2025 | G | 1,089 | $0.00 | $0 | 29,866.44 | No | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Nov 10, 2025 | Nov 12, 2025 | G | 398 | $0.00 | $0 | 1,536.62 | No | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Nov 10, 2025 | Nov 12, 2025 | G | 398 | $0.00 | $0 | 1,536.62 | No | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | Nov 7, 2025 | Nov 10, 2025 | M | 35,188 | $41.98 | $1,477,192 | not reported | No | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | Nov 7, 2025 | Nov 10, 2025 | S | 35,188 | $95.35 | Sale −$3,355,176 | not reported | No | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | Nov 7, 2025 | Nov 10, 2025 | M · derivative | 35,188 | $41.98 | $1,477,192 | not reported | No | Form 4 |
| Schwab Charles R.Co-Chairman | Oct 29, 2025 | Oct 30, 2025 | S | 44,750 | $94.52 | Sale −$4,229,770 | 56,171,954 | No | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Oct 29, 2025 | Oct 30, 2025 | G | 3,822.67 | $0.00 | $0 | 30,955.44 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Oct 28, 2025 | Oct 30, 2025 | S | 64,400 | $94.00 | Sale −$6,053,600 | 56,216,704 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Oct 24, 2025 | Oct 24, 2025 | G | 31,750 | $0.00 | $0 | 56,281,104 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Oct 23, 2025 | Oct 24, 2025 | G | 18,595 | $0.00 | $0 | 56,312,854 | No | Form 4 |
| Schwab-Pomerantz Carolyn | Oct 2, 2025 | Oct 3, 2025 | S | 14,400 | $92.55 | Sale −$1,332,720 | 1,434,856.66 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Oct 2, 2025 | Oct 3, 2025 | S | 9,600 | $92.55 | Sale −$888,480 | 440,914 | Yes | Form 4 |
| Herringer Frank C | Oct 1, 2025 | Oct 3, 2025 | A · derivative | 224 | not reported | not reported | 149,911.14 | No | Form 4 |
| Herringer Frank C | Oct 1, 2025 | Oct 3, 2025 | A · derivative | 921 | $92.25 | $84,962 | 921 | No | Form 4 |
| Ellis Stephen A | Oct 1, 2025 | Oct 3, 2025 | A · derivative | 366 | not reported | not reported | 12,025.42 | No | Form 4 |
| Ruffel Charles A. | Oct 1, 2025 | Oct 3, 2025 | A · derivative | 1,340 | $92.25 | $123,615 | 1,340 | No | Form 4 |
| Brown Marianne Catherine | Oct 1, 2025 | Oct 3, 2025 | A · derivative | 407 | not reported | not reported | 6,950.79 | No | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Oct 1, 2025 | Oct 2, 2025 | S | 1,913 | $93.04 | Sale −$177,986 | 36,070.11 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Oct 1, 2025 | Oct 2, 2025 | S | 1,292 | $93.74 | Sale −$121,112 | 34,778.11 | Yes | Form 4 |
| Ellis Stephen A | Sep 23, 2025 | Sep 26, 2025 | M | 2,105 | $28.55 | $60,098 | 6,660 | No | Form 4 |
| Ellis Stephen A | Sep 23, 2025 | Sep 26, 2025 | M · derivative | 2,105 | $28.55 | $60,098 | not reported | No | Form 4 |
| Schwab-Pomerantz Carolyn | Sep 4, 2025 | Sep 5, 2025 | S | 14,400 | $96.64 | Sale −$1,391,616 | 1,449,256.66 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Sep 4, 2025 | Sep 5, 2025 | S | 9,600 | $96.64 | Sale −$927,744 | 450,514 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Sep 2, 2025 | Sep 3, 2025 | S | 3,205 | $95.20 | Sale −$305,116 | 37,983.11 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Aug 28, 2025 | Aug 29, 2025 | M | 6,144 | $46.39 | $285,020 | 43,340 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Aug 28, 2025 | Aug 29, 2025 | S | 6,144 | $96.81 | Sale −$594,801 | 11,923 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Aug 28, 2025 | Aug 29, 2025 | M · derivative | 6,144 | $46.39 | $285,020 | 7,072 | Yes | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Aug 27, 2025 | Aug 29, 2025 | M | 2,203 | $46.39 | $102,197 | 2,203 | No | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Aug 27, 2025 | Aug 29, 2025 | M | 47,813 | $64.10 | $3,064,813 | 50,016 | No | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Aug 27, 2025 | Aug 29, 2025 | S | 50,016 | $97.00 | Sale −$4,851,552 | not reported | No | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Aug 27, 2025 | Aug 29, 2025 | M · derivative | 2,203 | $46.39 | $102,197 | not reported | No | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Aug 27, 2025 | Aug 29, 2025 | M · derivative | 47,813 | $64.10 | $3,064,813 | not reported | No | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Aug 27, 2025 | Aug 29, 2025 | S | 3,296 | $97.18 | Sale −$320,305 | 11,923 | Yes | Form 4 |
| Schwab Charles R.Co-Chairman | Aug 27, 2025 | Aug 28, 2025 | S | 136,500 | $97.04 | Sale −$13,245,960 | 56,331,449 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Aug 26, 2025 | Aug 28, 2025 | S | 136,500 | $96.67 | Sale −$13,195,455 | 56,467,949 | No | Form 4 |
| Schwab-Pomerantz Carolyn | Aug 25, 2025 | Aug 27, 2025 | S | 13,542 | $96.06 | Sale −$1,300,845 | 1,463,656.66 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Aug 8, 2025 | Aug 11, 2025 | S | 28,653 | $96.60 | Sale −$2,767,880 | 56,708,949 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Aug 8, 2025 | Aug 11, 2025 | S | 104,500 | $96.84 | Sale −$10,119,780 | 56,604,449 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Aug 7, 2025 | Aug 11, 2025 | S | 22,721 | $96.02 | Sale −$2,181,670 | 56,737,602 | No | Form 4 |
| Schwab-Pomerantz Carolyn | Aug 7, 2025 | Aug 8, 2025 | S | 14,000 | $96.68 | Sale −$1,353,520 | 1,477,598.66 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Aug 7, 2025 | Aug 8, 2025 | S | 400 | $97.22 | Sale −$38,888 | 1,477,198.66 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Aug 7, 2025 | Aug 8, 2025 | S | 9,400 | $96.68 | Sale −$908,792 | 460,314 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Aug 7, 2025 | Aug 8, 2025 | S | 200 | $97.21 | Sale −$19,442 | 460,114 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Aug 1, 2025 | Aug 5, 2025 | S | 3,290 | $96.06 | Sale −$316,037 | 41,188.11 | Yes | Form 4 |
| Bettinger Walter WCo-Chairman | Jul 29, 2025 | Jul 31, 2025 | S | 173,876 | $98.84 | Sale −$17,185,904 | 590,734 | No | Form 4 |
| Dea Joan | Jul 29, 2025 | Jul 31, 2025 | G | 513 | $0.00 | $0 | 27,673 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | Jul 29, 2025 | Jul 31, 2025 | M | 24,096 | $41.98 | $1,011,550 | 83,095.23 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | Jul 29, 2025 | Jul 31, 2025 | S | 24,096 | $97.91 | Sale −$2,359,239 | 58,999.23 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | Jul 29, 2025 | Jul 31, 2025 | M · derivative | 24,096 | $41.98 | $1,011,550 | not reported | No | Form 4 |
| Wurster Richard APresident & CEO | Jul 29, 2025 | Jul 31, 2025 | S | 20,500 | $99.16 | Sale −$2,032,780 | 157,189 | No | Form 4 |
| Schwab-Pomerantz Carolyn | Jul 3, 2025 | Jul 7, 2025 | S | 14,400 | $91.59 | Sale −$1,318,896 | 1,491,598.66 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Jul 3, 2025 | Jul 7, 2025 | S | 9,600 | $91.59 | Sale −$879,264 | 469,714 | Yes | Form 4 |
| Herringer Frank C | Jul 1, 2025 | Jul 3, 2025 | A · derivative | 227 | not reported | not reported | 149,266.35 | No | Form 4 |
| Herringer Frank C | Jul 1, 2025 | Jul 3, 2025 | A · derivative | 909 | $91.17 | $82,874 | 909 | No | Form 4 |
| Ellis Stephen A | Jul 1, 2025 | Jul 3, 2025 | A · derivative | 371 | not reported | not reported | 11,626.64 | No | Form 4 |
| Ruffel Charles A. | Jul 1, 2025 | Jul 3, 2025 | A · derivative | 1,322 | $91.17 | $120,527 | 1,322 | No | Form 4 |
| Brown Marianne Catherine | Jul 1, 2025 | Jul 3, 2025 | A · derivative | 412 | not reported | not reported | 6,525.39 | No | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Jul 1, 2025 | Jul 2, 2025 | F | 1,035 | $90.74 | $93,916 | 43,340 | No | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Jul 1, 2025 | Jul 2, 2025 | S | 3,290 | $90.95 | Sale −$299,226 | 35,864.11 | Yes | Form 4 |
| Ellis Stephen A | Jun 24, 2025 | Jun 26, 2025 | M | 1,853 | $33.12 | $61,371 | 6,660 | No | Form 4 |
| Ellis Stephen A | Jun 24, 2025 | Jun 26, 2025 | M · derivative | 1,853 | $33.12 | $61,371 | not reported | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | Jun 18, 2025 | Jun 20, 2025 | M | 20,872 | $42.99 | $897,287 | 79,871.23 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | Jun 18, 2025 | Jun 20, 2025 | S | 20,872 | $90.01 | Sale −$1,878,689 | 58,999.23 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | Jun 18, 2025 | Jun 20, 2025 | M · derivative | 20,872 | $42.99 | $897,287 | not reported | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Jun 18, 2025 | Jun 20, 2025 | M | 10,129 | $46.81 | $474,138 | 33,767 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Jun 18, 2025 | Jun 20, 2025 | S | 10,129 | $90.01 | Sale −$911,711 | 39,154.11 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Jun 18, 2025 | Jun 20, 2025 | M · derivative | 10,129 | $46.81 | $474,138 | 10,131 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Jun 5, 2025 | Jun 6, 2025 | S | 14,400 | $87.25 | Sale −$1,256,400 | 1,505,998.66 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Jun 5, 2025 | Jun 6, 2025 | S | 9,600 | $87.25 | Sale −$837,600 | 479,314 | Yes | Form 4 |
| Verdeschi Michael DCFO | Jun 3, 2025 | Jun 4, 2025 | F | 5,888 | $87.54 | $515,436 | 53,961 | No | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Jun 2, 2025 | Jun 3, 2025 | S | 3,290 | $87.68 | Sale −$288,467 | 39,154.11 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | May 30, 2025 | Jun 2, 2025 | S | 2,850 | $87.57 | Sale −$249,575 | 15,219 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | May 28, 2025 | May 30, 2025 | M | 25,000 | $41.98 | $1,049,500 | 83,999.23 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | May 28, 2025 | May 30, 2025 | S | 25,000 | $88.20 | Sale −$2,205,000 | 58,999.23 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | May 28, 2025 | May 30, 2025 | M · derivative | 25,000 | $41.98 | $1,049,500 | 24,096 | No | Form 4 |
| Herringer Frank C | May 27, 2025 | May 29, 2025 | A | 1,462 | $0.00 | $0 | 10,666 | No | Form 4 |
| Herringer Frank C | May 27, 2025 | May 29, 2025 | A · derivative | 3,646 | $88.63 | $323,145 | 3,646 | No | Form 4 |
| Dodds Christopher V | May 27, 2025 | May 29, 2025 | A | 1,462 | $0.00 | $0 | 10,666 | No | Form 4 |
| Dodds Christopher V | May 27, 2025 | May 29, 2025 | A · derivative | 3,646 | $88.63 | $323,145 | 3,646 | No | Form 4 |
| Sarin Arun | May 27, 2025 | May 29, 2025 | A | 1,462 | $0.00 | $0 | 10,666 | No | Form 4 |
| Sarin Arun | May 27, 2025 | May 29, 2025 | A · derivative | 3,646 | $88.63 | $323,145 | 3,646 | No | Form 4 |
| Sneed Paula A | May 27, 2025 | May 29, 2025 | S | 8,647 | $88.06 | Sale −$761,455 | 105,654.16 | No | Form 4 |
| Sneed Paula A | May 27, 2025 | May 29, 2025 | A | 1,462 | $0.00 | $0 | 8,073 | No | Form 4 |
| Sneed Paula A | May 27, 2025 | May 29, 2025 | A · derivative | 3,646 | $88.63 | $323,145 | 3,646 | No | Form 4 |
| Ricketts Todd M | May 27, 2025 | May 29, 2025 | A | 1,462 | $0.00 | $0 | 379,767 | No | Form 4 |
| Ricketts Todd M | May 27, 2025 | May 29, 2025 | A · derivative | 3,646 | $88.63 | $323,145 | 3,646 | No | Form 4 |
| Ellis Stephen A | May 27, 2025 | May 29, 2025 | A | 1,462 | $0.00 | $0 | 9,039.11 | No | Form 4 |
| Ellis Stephen A | May 27, 2025 | May 29, 2025 | A · derivative | 3,646 | $88.63 | $323,145 | 3,646 | No | Form 4 |
| Adams John K Jr | May 27, 2025 | May 29, 2025 | A | 1,462 | $0.00 | $0 | 48,666.84 | No | Form 4 |
| Adams John K Jr | May 27, 2025 | May 29, 2025 | A · derivative | 3,646 | $88.63 | $323,145 | 3,646 | No | Form 4 |
| Dea Joan | May 27, 2025 | May 29, 2025 | A | 1,462 | $0.00 | $0 | 28,186 | No | Form 4 |
| Dea Joan | May 27, 2025 | May 29, 2025 | A · derivative | 3,646 | $88.63 | $323,145 | 3,646 | No | Form 4 |
| Martin-Flickinger Gerri | May 27, 2025 | May 29, 2025 | A | 1,462 | $0.00 | $0 | 5,767 | No | Form 4 |
| Martin-Flickinger Gerri | May 27, 2025 | May 29, 2025 | A · derivative | 3,646 | $88.63 | $323,145 | 3,646 | No | Form 4 |
| Ruffel Charles A. | May 27, 2025 | May 29, 2025 | A | 1,462 | $0.00 | $0 | 18,110.35 | No | Form 4 |
| Ruffel Charles A. | May 27, 2025 | May 29, 2025 | A · derivative | 3,646 | $88.63 | $323,145 | 3,646 | No | Form 4 |
| Brown Marianne Catherine | May 27, 2025 | May 29, 2025 | A | 1,462 | $0.00 | $0 | 15,751 | No | Form 4 |
| Brown Marianne Catherine | May 27, 2025 | May 29, 2025 | A · derivative | 3,646 | $88.63 | $323,145 | 3,646 | No | Form 4 |
| Schwab-Pomerantz Carolyn | May 27, 2025 | May 29, 2025 | A | 1,462 | $0.00 | $0 | 9,624 | No | Form 4 |
| Schwab-Pomerantz Carolyn | May 27, 2025 | May 29, 2025 | A · derivative | 3,646 | $88.63 | $323,145 | 3,646 | No | Form 4 |
| Schwab Charles R.Co-Chairman | May 22, 2025 | May 27, 2025 | S | 34,585 | $87.50 | Sale −$3,026,188 | 57,569,203 | No | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | May 22, 2025 | May 23, 2025 | S | 10,176 | $87.39 | Sale −$889,281 | not reported | No | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | May 21, 2025 | May 22, 2025 | M | 47,500 | $41.98 | $1,994,050 | not reported | No | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | May 21, 2025 | May 22, 2025 | S | 47,500 | $88.46 | Sale −$4,201,850 | not reported | No | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | May 21, 2025 | May 22, 2025 | M · derivative | 47,500 | $41.98 | $1,994,050 | 35,188 | No | Form 4 |
| Ruffel Charles A. | May 21, 2025 | May 22, 2025 | S | 5,556 | $87.65 | Sale −$486,983 | 16,593.84 | No | Form 4 |
| Bettinger Walter WCo-Chairman | May 19, 2025 | May 20, 2025 | S | 191,523 | $89.00 | Sale −$17,045,547 | 764,610.02 | No | Form 4 |
| Schwab-Pomerantz Carolyn | May 16, 2025 | May 19, 2025 | S | 10,795 | $88.74 | Sale −$957,948 | 1,520,398.66 | No | Form 4 |
| Schwab-Pomerantz Carolyn | May 16, 2025 | May 19, 2025 | S | 7,215 | $88.73 | Sale −$640,187 | 488,914 | No | Form 4 |
| Schwab Charles R.Co-Chairman | May 13, 2025 | May 14, 2025 | G | 80,000 | $0.00 | $0 | 58,922,353 | No | Form 4 |
| Schwab Charles R.Co-Chairman | May 12, 2025 | May 14, 2025 | S | 120,000 | $85.39 | Sale −$10,246,800 | 59,002,353 | No | Form 4 |
| Wurster Richard APresident & CEO | May 9, 2025 | May 12, 2025 | S | 15,345 | $84.08 | Sale −$1,290,208 | 177,689 | No | Form 4 |
| Schwab Charles R.Co-Chairman | May 8, 2025 | May 9, 2025 | G | 6,000 | $0.00 | $0 | 59,122,353 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | May 8, 2025 | May 9, 2025 | M | 25,000 | $42.99 | $1,074,750 | 83,993.08 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | May 8, 2025 | May 9, 2025 | S | 25,000 | $85.00 | Sale −$2,125,000 | 58,993.08 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | May 8, 2025 | May 9, 2025 | M · derivative | 25,000 | $42.99 | $1,074,750 | 20,872 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | May 8, 2025 | May 9, 2025 | M | 3,658 | $44.24 | $161,830 | 44,375 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | May 8, 2025 | May 9, 2025 | S | 3,658 | $85.00 | Sale −$310,930 | 18,069 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | May 8, 2025 | May 9, 2025 | M · derivative | 3,658 | $44.24 | $161,830 | not reported | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | May 8, 2025 | May 9, 2025 | M | 8,613 | $41.98 | $361,574 | 33,767 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | May 8, 2025 | May 9, 2025 | S | 8,613 | $85.00 | Sale −$732,105 | 42,444.11 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | May 8, 2025 | May 9, 2025 | M · derivative | 8,613 | $41.98 | $361,574 | not reported | Yes | Form 4 |
| Schwab Charles R.Co-Chairman | May 7, 2025 | May 9, 2025 | G | 62,500 | $0.00 | $0 | 59,128,353 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | May 6, 2025 | May 7, 2025 | G | 121 | $0.00 | $0 | 58,993.08 | No | Form 4 |
| Wurster Richard APresident & CEO | May 5, 2025 | May 7, 2025 | G | 2,877 | $0.00 | $0 | 193,034 | No | Form 4 |
| Schwab Charles R.Co-Chairman | May 6, 2025 | May 6, 2025 | G | 80,000 | $0.00 | $0 | 59,190,853 | No | Form 4 |
| Schwab Charles R.Co-Chairman | May 5, 2025 | May 6, 2025 | G | 75,000 | $0.00 | $0 | 59,270,853 | No | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | May 1, 2025 | May 5, 2025 | M | 8,614 | $41.98 | $361,616 | 33,767 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | May 1, 2025 | May 5, 2025 | S | 8,614 | $82.00 | Sale −$706,348 | 45,824.11 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | May 1, 2025 | May 5, 2025 | S | 3,380 | $81.15 | Sale −$274,287 | 42,444.11 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | May 1, 2025 | May 5, 2025 | M · derivative | 8,614 | $41.98 | $361,616 | 8,613 | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | May 1, 2025 | May 2, 2025 | M | 9,559 | $42.99 | $410,941 | not reported | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | May 1, 2025 | May 2, 2025 | S | 9,559 | $82.00 | Sale −$783,838 | not reported | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | May 1, 2025 | May 2, 2025 | M · derivative | 9,559 | $42.99 | $410,941 | not reported | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | May 1, 2025 | May 2, 2025 | S | 14,400 | $81.14 | Sale −$1,168,416 | 1,531,193.66 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | May 1, 2025 | May 2, 2025 | S | 9,600 | $81.14 | Sale −$778,944 | 496,129 | Yes | Form 4 |
| Schwab Charles R.Co-Chairman | Apr 30, 2025 | May 1, 2025 | G | 625,000 | $0.00 | $0 | 59,345,853 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Apr 28, 2025 | Apr 29, 2025 | S | 37,585 | $79.55 | Sale −$2,989,887 | 59,970,853 | No | Form 4 |
| Schwab-Pomerantz Carolyn | Apr 22, 2025 | Apr 24, 2025 | M | 6,897 | $31.37 | $216,359 | 8,162 | No | Form 4 |
| Schwab-Pomerantz Carolyn | Apr 22, 2025 | Apr 24, 2025 | S | 6,897 | $76.77 | Sale −$529,483 | 1,545,593.66 | No | Form 4 |
| Schwab-Pomerantz Carolyn | Apr 22, 2025 | Apr 24, 2025 | M · derivative | 6,897 | $31.37 | $216,359 | not reported | No | Form 4 |
| Herringer Frank C | Apr 21, 2025 | Apr 22, 2025 | M | 8,548 | $31.21 | $266,783 | 9,204 | No | Form 4 |
| Herringer Frank C | Apr 21, 2025 | Apr 22, 2025 | S | 3,592 | $74.26 | Sale −$266,742 | 172,162 | No | Form 4 |
| Herringer Frank C | Apr 21, 2025 | Apr 22, 2025 | M · derivative | 8,548 | $31.21 | $266,783 | not reported | No | Form 4 |
| Schwab-Pomerantz Carolyn | Apr 3, 2025 | Apr 7, 2025 | S | 12,253 | $74.89 | Sale −$917,627 | 1,547,740.66 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Apr 3, 2025 | Apr 7, 2025 | S | 2,147 | $75.20 | Sale −$161,454 | 1,545,593.66 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Apr 3, 2025 | Apr 7, 2025 | S | 8,350 | $74.90 | Sale −$625,415 | 506,979 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Apr 3, 2025 | Apr 7, 2025 | S | 1,250 | $75.22 | Sale −$94,025 | 505,729 | Yes | Form 4 |
| Herringer Frank C | Apr 1, 2025 | Apr 3, 2025 | A · derivative | 266 | not reported | not reported | 148,579.01 | No | Form 4 |
| Herringer Frank C | Apr 1, 2025 | Apr 3, 2025 | A · derivative | 1,078 | $77.67 | $83,728 | 1,078 | No | Form 4 |
| Ellis Stephen A | Apr 1, 2025 | Apr 3, 2025 | A · derivative | 435 | not reported | not reported | 11,220.87 | No | Form 4 |
| Ruffel Charles A. | Apr 1, 2025 | Apr 3, 2025 | A · derivative | 1,567 | $77.67 | $121,709 | 1,567 | No | Form 4 |
| Brown Marianne Catherine | Apr 1, 2025 | Apr 3, 2025 | A · derivative | 483 | not reported | not reported | 6,094.51 | No | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Apr 1, 2025 | Apr 2, 2025 | S | 2,980 | $77.36 | Sale −$230,533 | 46,224.11 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Apr 1, 2025 | Apr 2, 2025 | S | 400 | $77.96 | Sale −$31,184 | 45,824.11 | Yes | Form 4 |
| Ricketts Todd M | Mar 31, 2025 | Apr 2, 2025 | G | 290,608 | $0.00 | $0 | 525,805 | No | Form 4 |
| Ruffel Charles A. | Mar 14, 2025 | Mar 17, 2025 | M | 8,584 | $43.21 | $370,915 | 22,149.84 | No | Form 4 |
| Ruffel Charles A. | Mar 14, 2025 | Mar 17, 2025 | M · derivative | 8,584 | $43.21 | $370,915 | not reported | No | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | Mar 6, 2025 | Mar 10, 2025 | S | 23,258 | $75.59 | Sale −$1,758,072 | not reported | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Mar 6, 2025 | Mar 10, 2025 | S | 14,400 | $75.58 | Sale −$1,088,352 | 1,559,993.66 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Mar 6, 2025 | Mar 10, 2025 | S | 9,600 | $75.59 | Sale −$725,664 | 515,329 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | Mar 5, 2025 | Mar 7, 2025 | S | 15,229 | $75.38 | Sale −$1,147,962 | 59,091.52 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Mar 5, 2025 | Mar 7, 2025 | S | 9,887 | $75.38 | Sale −$745,282 | 47,931.11 | Yes | Form 4 |
| Schwab Charles R.Co-Chairman | Mar 3, 2025 | Mar 4, 2025 | F | 26,075 | $79.05 | $2,061,229 | not reported | No | Form 4 |
| Schwab Charles R.Co-Chairman | Mar 3, 2025 | Mar 4, 2025 | A · derivative | 91,200 | $78.12 | $7,124,544 | 91,200 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Mar 3, 2025 | Mar 4, 2025 | F | 96,539 | $79.05 | $7,631,408 | 956,133.02 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Mar 3, 2025 | Mar 4, 2025 | A · derivative | 52,440 | $78.12 | $4,096,613 | 52,440 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | Mar 3, 2025 | Mar 4, 2025 | F | 11,277 | $79.05 | $891,447 | 74,320.52 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | Mar 3, 2025 | Mar 4, 2025 | A · derivative | 39,216 | $78.12 | $3,063,554 | 39,216 | No | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | Mar 3, 2025 | Mar 4, 2025 | F | 19,151 | $79.05 | $1,513,887 | not reported | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | Mar 3, 2025 | Mar 4, 2025 | M | 28,668 | $42.99 | $1,232,437 | not reported | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | Mar 3, 2025 | Mar 4, 2025 | S | 28,668 | $79.32 | Sale −$2,273,946 | 23,258 | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | Mar 3, 2025 | Mar 4, 2025 | A · derivative | 63,840 | $78.12 | $4,987,181 | 63,840 | Yes | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | Mar 3, 2025 | Mar 4, 2025 | M · derivative | 28,668 | $42.99 | $1,232,437 | 9,559 | Yes | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Mar 3, 2025 | Mar 4, 2025 | F | 8,378 | $79.05 | $662,281 | 10,176 | No | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Mar 3, 2025 | Mar 4, 2025 | A · derivative | 27,360 | $78.12 | $2,137,363 | 27,360 | No | Form 4 |
| Wurster Richard APresident | Mar 3, 2025 | Mar 4, 2025 | F | 34,608 | $79.05 | $2,735,762 | 195,911 | No | Form 4 |
| Wurster Richard APresident | Mar 3, 2025 | Mar 4, 2025 | A · derivative | 231,419 | $78.12 | $18,078,452 | 231,419 | No | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Mar 3, 2025 | Mar 4, 2025 | A · derivative | 30,096 | $78.12 | $2,351,100 | 30,096 | No | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Mar 3, 2025 | Mar 4, 2025 | F | 3,367 | $79.05 | $266,161 | 35,040 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Mar 3, 2025 | Mar 4, 2025 | S | 3,380 | $79.32 | Sale −$268,102 | 57,818.11 | Yes | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Mar 3, 2025 | Mar 4, 2025 | A · derivative | 20,064 | $78.12 | $1,567,400 | 20,064 | Yes | Form 4 |
| Verdeschi Michael DCFO | Mar 3, 2025 | Mar 4, 2025 | A · derivative | 79,344 | $78.12 | $6,198,353 | 79,344 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Mar 1, 2025 | Mar 4, 2025 | A | 66,263 | $0.00 | $0 | 66,263 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Mar 1, 2025 | Mar 4, 2025 | A | 225,295 | $0.00 | $0 | 1,052,672.02 | No | Form 4 |
| Murtagh Nigel JChief Risk Officer | Mar 1, 2025 | Mar 4, 2025 | A | 26,506 | $0.00 | $0 | 85,597.52 | No | Form 4 |
| Craig Jonathan M.MD, Head of Investor Services | Mar 1, 2025 | Mar 4, 2025 | A | 42,409 | $0.00 | $0 | 42,409 | Yes | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Mar 1, 2025 | Mar 4, 2025 | A | 18,554 | $0.00 | $0 | 18,554 | No | Form 4 |
| Wurster Richard APresident | Mar 1, 2025 | Mar 4, 2025 | A | 92,770 | $0.00 | $0 | 230,519 | No | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Mar 1, 2025 | Mar 4, 2025 | M | 9,482 | $0.00 | $0 | 46,463 | No | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Mar 1, 2025 | Mar 4, 2025 | F | 2,088 | $79.05 | $165,056 | 44,375 | No | Form 4 |
| Woolway Paul VMD, Chief Banking Officer | Mar 1, 2025 | Mar 4, 2025 | A | 13,254 | $0.00 | $0 | 38,407 | Yes | Form 4 |
| Schwab Charles R.Co-Chairman | Feb 27, 2025 | Mar 3, 2025 | S | 55,598 | $79.14 | Sale −$4,400,026 | 59,968,250 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Feb 24, 2025 | Feb 25, 2025 | G | 62,500 | $0.00 | $0 | 60,098,858 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Feb 24, 2025 | Feb 25, 2025 | G | 25,000 | $0.00 | $0 | 7,347,842.33 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Feb 21, 2025 | Feb 25, 2025 | S | 123,900 | $81.90 | Sale −$10,147,410 | 60,161,458 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Feb 21, 2025 | Feb 25, 2025 | S | 100 | $82.36 | Sale −$8,236 | 60,161,358 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Feb 19, 2025 | Feb 19, 2025 | S | 124,000 | $81.96 | Sale −$10,163,040 | 60,285,358 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Feb 18, 2025 | Feb 19, 2025 | S | 5,865 | $81.40 | Sale −$477,411 | 60,409,358 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Feb 13, 2025 | Feb 14, 2025 | S | 113,051 | $81.20 | Sale −$9,179,741 | 60,427,172 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Feb 13, 2025 | Feb 14, 2025 | S | 11,949 | $81.60 | Sale −$975,038 | 60,415,223 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Feb 12, 2025 | Feb 14, 2025 | M | 180,506 | $30.17 | $5,445,866 | not reported | No | Form 4 |
| Schwab Charles R.Co-Chairman | Feb 12, 2025 | Feb 14, 2025 | S | 180,506 | $82.09 | Sale −$14,817,738 | 60,540,223 | No | Form 4 |
| Schwab Charles R.Co-Chairman | Feb 12, 2025 | Feb 14, 2025 | M · derivative | 180,506 | $30.17 | $5,445,866 | not reported | No | Form 4 |
| Bettinger Walter WCo-Chairman | Feb 12, 2025 | Feb 14, 2025 | M | 464,629 | $26.39 | $12,261,559 | 1,292,006.02 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Feb 12, 2025 | Feb 14, 2025 | S | 441,797 | $81.87 | Sale −$36,169,920 | 850,209.02 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Feb 12, 2025 | Feb 14, 2025 | S | 22,832 | $82.66 | Sale −$1,887,293 | 827,377.02 | No | Form 4 |
| Bettinger Walter WCo-Chairman | Feb 12, 2025 | Feb 14, 2025 | M · derivative | 464,629 | $26.39 | $12,261,559 | not reported | No | Form 4 |
| Schwab-Pomerantz Carolyn | Feb 6, 2025 | Feb 7, 2025 | S | 14,400 | $82.70 | Sale −$1,190,880 | 1,574,393.66 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Feb 6, 2025 | Feb 7, 2025 | S | 9,600 | $82.70 | Sale −$793,920 | 524,929 | Yes | Form 4 |
| Sarin Arun | Jan 23, 2025 | Jan 27, 2025 | M | 8,548 | $31.21 | $266,783 | 9,204 | No | Form 4 |
| Sarin Arun | Jan 23, 2025 | Jan 27, 2025 | S | 8,548 | $81.82 | Sale −$699,397 | 18,617 | No | Form 4 |
| Sarin Arun | Jan 23, 2025 | Jan 27, 2025 | M · derivative | 8,548 | $31.21 | $266,783 | not reported | No | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Jan 22, 2025 | Jan 24, 2025 | M | 14,643 | $41.98 | $614,713 | 14,643 | No | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Jan 22, 2025 | Jan 24, 2025 | S | 14,643 | $80.70 | Sale −$1,181,690 | not reported | No | Form 4 |
| Morgan Peter J. IIIGeneral Counsel | Jan 22, 2025 | Jan 24, 2025 | M · derivative | 14,643 | $41.98 | $614,713 | not reported | No | Form 4 |
| Herringer Frank C | Jan 2, 2025 | Jan 6, 2025 | A · derivative | 280 | not reported | not reported | 147,804.67 | No | Form 4 |
| Herringer Frank C | Jan 2, 2025 | Jan 6, 2025 | A · derivative | 1,132 | $73.84 | $83,587 | 1,132 | No | Form 4 |
| Masrani Bharat | Jan 2, 2025 | Jan 6, 2025 | A · derivative | 407 | not reported | not reported | 7,724.39 | No | Form 4 |
| Ellis Stephen A | Jan 2, 2025 | Jan 6, 2025 | A · derivative | 458 | not reported | not reported | 10,748.9 | No | Form 4 |
| Ruffel Charles A. | Jan 2, 2025 | Jan 6, 2025 | A · derivative | 1,646 | $73.84 | $121,541 | 1,646 | No | Form 4 |
| Brown Marianne Catherine | Jan 2, 2025 | Jan 6, 2025 | A · derivative | 508 | not reported | not reported | 5,592.28 | No | Form 4 |
| Schwab-Pomerantz Carolyn | Jan 2, 2025 | Jan 3, 2025 | S | 14,400 | $74.14 | Sale −$1,067,616 | 1,588,793.66 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Jan 2, 2025 | Jan 3, 2025 | S | 9,600 | $74.14 | Sale −$711,744 | 534,529 | Yes | Form 4 |
| Ellis Stephen A | Dec 18, 2024 | Dec 19, 2024 | M | 1,997 | $30.22 | $60,349 | 7,301 | No | Form 4 |
| Ellis Stephen A | Dec 18, 2024 | Dec 19, 2024 | M | 2,005 | $29.93 | $60,010 | 7,301 | No | Form 4 |
| Ellis Stephen A | Dec 18, 2024 | Dec 19, 2024 | M | 8,548 | $31.21 | $266,783 | 7,301 | No | Form 4 |
| Ellis Stephen A | Dec 18, 2024 | Dec 19, 2024 | M · derivative | 1,997 | $30.22 | $60,349 | not reported | No | Form 4 |
| Ellis Stephen A | Dec 18, 2024 | Dec 19, 2024 | M · derivative | 2,005 | $29.93 | $60,010 | not reported | No | Form 4 |
| Ellis Stephen A | Dec 18, 2024 | Dec 19, 2024 | M · derivative | 8,548 | $31.21 | $266,783 | not reported | No | Form 4 |
| Schwab-Pomerantz Carolyn | Dec 16, 2024 | Dec 17, 2024 | S | 5,400 | $79.28 | Sale −$428,112 | 1,603,193.66 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Dec 16, 2024 | Dec 17, 2024 | S | 3,600 | $79.29 | Sale −$285,444 | 544,129 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Nov 26, 2024 | Nov 29, 2024 | G | 320 | $0.00 | $0 | 1,608,593.66 | No | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Nov 25, 2024 | Nov 27, 2024 | M | 2,300 | $44.24 | $101,752 | 36,981 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Nov 25, 2024 | Nov 27, 2024 | S | 2,300 | $82.01 | Sale −$188,623 | 18,069 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Nov 25, 2024 | Nov 27, 2024 | M · derivative | 2,300 | $44.24 | $101,752 | 3,658 | Yes | Form 4 |
| Murtagh Nigel JChief Risk Officer | Nov 22, 2024 | Nov 26, 2024 | S | 12,739 | $81.17 | Sale −$1,034,025 | 59,091.52 | No | Form 4 |
| Dodds Christopher V | Nov 18, 2024 | Nov 20, 2024 | M | 4,992 | $33.40 | $166,733 | 9,204 | No | Form 4 |
| Dodds Christopher V | Nov 18, 2024 | Nov 20, 2024 | M | 4,292 | $43.21 | $185,457 | 9,204 | No | Form 4 |
| Dodds Christopher V | Nov 18, 2024 | Nov 20, 2024 | S | 9,284 | $81.43 | Sale −$755,996 | 442,807 | No | Form 4 |
| Dodds Christopher V | Nov 18, 2024 | Nov 20, 2024 | M · derivative | 4,992 | $33.40 | $166,733 | not reported | No | Form 4 |
| Dodds Christopher V | Nov 18, 2024 | Nov 20, 2024 | M · derivative | 4,292 | $43.21 | $185,457 | not reported | No | Form 4 |
| Schwab-Pomerantz Carolyn | Nov 15, 2024 | Nov 19, 2024 | S | 5,400 | $80.04 | Sale −$432,216 | 1,608,913.66 | Yes | Form 4 |
| Schwab-Pomerantz Carolyn | Nov 15, 2024 | Nov 19, 2024 | S | 3,600 | $80.02 | Sale −$288,072 | 547,729 | Yes | Form 4 |
| Ellis Stephen A | Nov 14, 2024 | Nov 18, 2024 | G | 35,316 | $0.00 | $0 | 75,962.26 | No | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Nov 14, 2024 | Nov 18, 2024 | M | 2,700 | $44.24 | $119,448 | 36,981 | Yes | Form 4 |
| Beatty Jonathan SMD, Head of Advisor Services | Nov 14, 2024 | Nov 18, 2024 | S | 2,700 | $81.68 | Sale −$220,536 | 18,069 | Yes | Form 4 |