Insider / SCHWAB CHARLES CORP
Schwab Charles R.
Co-Chairman at SCHWAB CHARLES CORP
- Company
- SCHWAB CHARLES CORP
- Ticker
- SCHW
- First filing on record
- October 24, 2025
- Latest trade on record
- August 27, 2026
- SEC filings
- EDGAR ↗
Schwab Charles R., Co-Chairman at SCHWAB CHARLES CORP, has disclosed 45 transactions in SCHW since October 24, 2025: 0 purchases (0 open-market buys) and 28 sales, worth about $192.0M at the reported prices. The latest was filed August 28, 2026, 1 day after the trade.
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
In the last 12 months Schwab Charles R. made no purchases and 28 sales worth $187M, plus 17 other transactions. Dot size is the dollar amount.
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
Schwab Charles R. has traded 1 stock on record; the largest by dollars is SCHW.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
0 of 23 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| S | Open-market sale | 27 | 1,841,293 | $185.8M |
| G | Gift | 11 | 584,695 | — |
| M | Option exercise or conversion | 4 | 359,714 | $4.7M |
| A | Grant or award | 2 | 111,327 | — |
| F | Shares withheld for tax | 1 | 15,283 | $1.5M |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 40 | 0 | 26 · $177.0M |
| 2025 | 5 | 0 | 2 · $10.3M |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| SCHW | Other G | August 27, 2026 | August 28, 2026 | 1d | 9,300 | — | — | indirect | Form 4 ↗ | |
| SCHW | Sell S | August 24, 2026 | August 26, 2026 | 2d | 117,000 | $113 | $13.2M | indirect | Form 4 ↗ | |
| SCHW | Other G | August 18, 2026 | August 19, 2026 | 1d | 54,550 | — | — | indirect | Form 4 ↗ | |
| SCHW | Other G | August 17, 2026 | August 19, 2026 | 2d | 45,500 | — | — | indirect | Form 4 ↗ | |
| SCHW | Sell S | August 12, 2026 | August 13, 2026 | 1d | 46,410 | $108 | $5.0M | indirect | Form 4 ↗ | |
| SCHW | Sell S | August 11, 2026 | August 11, 2026 | 0d | 46,445 | $108 | $5.0M | indirect | Form 4 ↗ | |
| SCHW | Other G | August 6, 2026 | August 10, 2026 | 4d | 37,200 | — | — | indirect | Form 4 ↗ | |
| SCHW | Sell S | August 4, 2026 | August 4, 2026 | 0d | 47,650 | $106 | $5.1M | indirect | Form 4 ↗ | |
| SCHW | Sell S | August 3, 2026 | August 4, 2026 | 1d | 95,250 | $106 | $10.1M | indirect | Form 4 ↗ | |
| SCHW | Sell S | July 29, 2026 | July 30, 2026 | 1d | 95,450 | $106 | $10.1M | indirect | Form 4 ↗ | |
| SCHW | Other G | July 28, 2026 | July 30, 2026 | 2d | 60,000 | — | — | indirect | Form 4 ↗ | |
| SCHW | Sell S | July 28, 2026 | July 30, 2026 | 2d | 48,000 | $106 | $5.1M | indirect | Form 4 ↗ | |
| SCHW | Sell S | July 24, 2026 | July 28, 2026 | 4d | 45,500 | $102 | $4.6M | indirect | Form 4 ↗ | |
| SCHW | Other G | May 22, 2026 | May 26, 2026 | 4d | 210,000 | — | — | indirect | Form 4 ↗ | |
| SCHW | Sell S | May 19, 2026 | May 20, 2026 | 1d | 27,500 | $92 | $2.5M | indirect | Form 4 ↗ | |
| SCHW | Sell S | May 18, 2026 | May 18, 2026 | 0d | 27,500 | $92 | $2.5M | indirect | Form 4 ↗ | |
| SCHW | Other G | May 15, 2026 | May 18, 2026 | 3d | 5,300 | — | — | indirect | Form 4 ↗ | |
| SCHW | Sell S | May 6, 2026 | May 6, 2026 | 0d | 109,300 | $92 | $10.1M | indirect | Form 4 ↗ | |
| SCHW | Sell S | May 4, 2026 | May 6, 2026 | 2d | 109,300 | $92 | $10.0M | indirect | Form 4 ↗ | |
| SCHW | Sell S | May 1, 2026 | May 1, 2026 | 0d | 55,000 | $92 | $5.1M | indirect | Form 4 ↗ | |
| SCHW | Sell S | April 30, 2026 | May 1, 2026 | 1d | 50,000 | $92 | $4.6M | indirect | Form 4 ↗ | |
| SCHW | Sell S | April 29, 2026 | May 1, 2026 | 2d | 63,743 | $90 | $5.8M | indirect | Form 4 ↗ | |
| SCHW | Sell S | April 27, 2026 | April 27, 2026 | 0d | 36,450 | $90 | $3.3M | indirect | Form 4 ↗ | |
| SCHW | Sell S | April 23, 2026 | April 27, 2026 | 4d | 36,450 | $91 | $3.3M | indirect | Form 4 ↗ | |
| SCHW | Other A | March 2, 2026 | March 3, 2026 | 1d | 72,489 | — | — | derivative | Form 4 ↗ | |
| SCHW | Sell F | March 1, 2026 | March 3, 2026 | 2d | 15,283 | $95 | $1.5M | Form 4 ↗ | ||
| SCHW | Other A | March 1, 2026 | March 3, 2026 | 2d | 38,838 | — | — | Form 4 ↗ | ||
| SCHW | Sell S | February 10, 2026 | February 11, 2026 | 1d | 32,413 | $106 | $3.4M | indirect | Form 4 ↗ | |
| SCHW | Sell S | February 9, 2026 | February 11, 2026 | 2d | 126,200 | $107 | $13.4M | indirect | Form 4 ↗ | |
| SCHW | Other G | February 9, 2026 | February 11, 2026 | 2d | 60,000 | — | — | indirect | Form 4 ↗ | |
| SCHW | Sell S | February 4, 2026 | February 5, 2026 | 1d | 67,975 | $104 | $7.1M | indirect | Form 4 ↗ | |
| SCHW | Sell S | February 3, 2026 | February 5, 2026 | 2d | 96,625 | $104 | $10.0M | indirect | Form 4 ↗ | |
| SCHW | Sell S | January 29, 2026 | February 2, 2026 | 4d | 145,650 | $103 | $15.0M | indirect | Form 4 ↗ | |
| SCHW | Option / conversion M | January 28, 2026 | January 28, 2026 | 0d | 44,962 | — | — | derivative | Form 4 ↗ | |
| SCHW | Option / conversion M | January 26, 2026 | January 28, 2026 | 2d | 134,895 | — | — | derivative | Form 4 ↗ | |
| SCHW | Sell S | January 28, 2026 | January 28, 2026 | 0d | 26,475 | $103 | $2.7M | indirect | Form 4 ↗ | |
| SCHW | Sell S | January 28, 2026 | January 28, 2026 | 0d | 44,962 | $103 | $4.6M | indirect | Form 4 ↗ | |
| SCHW | Option / conversion M | January 28, 2026 | January 28, 2026 | 0d | 44,962 | $26 | $1.2M | Form 4 ↗ | ||
| SCHW | Sell S | January 26, 2026 | January 28, 2026 | 2d | 134,895 | $103 | $13.9M | indirect | Form 4 ↗ | |
| SCHW | Option / conversion M | January 26, 2026 | January 28, 2026 | 2d | 134,895 | $26 | $3.6M | Form 4 ↗ | ||
| SCHW | Other G | November 12, 2025 | November 14, 2025 | 2d | 52,500 | — | — | indirect | Form 4 ↗ | |
| SCHW | Sell S | October 29, 2025 | October 30, 2025 | 1d | 44,750 | $95 | $4.2M | indirect | Form 4 ↗ | |
| SCHW | Sell S | October 28, 2025 | October 30, 2025 | 2d | 64,400 | $94 | $6.1M | indirect | Form 4 ↗ | |
| SCHW | Other G | October 24, 2025 | October 24, 2025 | 0d | 31,750 | — | — | indirect | Form 4 ↗ | |
| SCHW | Other G | October 23, 2025 | October 24, 2025 | 1d | 18,595 | — | — | indirect | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| August 28, 2026 | Form 4 | 0000923738-26-000046 | 1 | published | EDGAR ↗ |
| August 26, 2026 | Form 4 | 0000923738-26-000044 | 1 | published | EDGAR ↗ |
| August 19, 2026 | Form 4 | 0000923738-26-000042 | 2 | published | EDGAR ↗ |
| August 13, 2026 | Form 4 | 0000923738-26-000040 | 1 | published | EDGAR ↗ |
| August 11, 2026 | Form 4 | 0000923738-26-000038 | 1 | published | EDGAR ↗ |
| August 10, 2026 | Form 4 | 0000923738-26-000036 | 1 | published | EDGAR ↗ |
| August 4, 2026 | Form 4 | 0000923738-26-000033 | 2 | published | EDGAR ↗ |
| July 30, 2026 | Form 4 | 0000923738-26-000031 | 3 | published | EDGAR ↗ |
| July 28, 2026 | Form 4 | 0000923738-26-000028 | 1 | published | EDGAR ↗ |
| May 26, 2026 | Form 4 | 0000923738-26-000026 | 1 | published | EDGAR ↗ |
| May 20, 2026 | Form 4 | 0000923738-26-000024 | 1 | published | EDGAR ↗ |
| May 18, 2026 | Form 4 | 0000923738-26-000022 | 2 | published | EDGAR ↗ |
| May 6, 2026 | Form 4 | 0000923738-26-000020 | 2 | published | EDGAR ↗ |
| May 1, 2026 | Form 4 | 0000923738-26-000018 | 3 | published | EDGAR ↗ |
| April 27, 2026 | Form 4 | 0000923738-26-000016 | 2 | published | EDGAR ↗ |
| March 3, 2026 | Form 4 | 0000923738-26-000012 | 3 | published | EDGAR ↗ |
| February 11, 2026 | Form 4 | 0000923738-26-000009 | 3 | published | EDGAR ↗ |
| February 5, 2026 | Form 4 | 0000923738-26-000006 | 2 | published | EDGAR ↗ |
| February 2, 2026 | Form 4 | 0000923738-26-000004 | 1 | published | EDGAR ↗ |
| January 28, 2026 | Form 4 | 0000923738-26-000002 | 7 | published | EDGAR ↗ |
| November 14, 2025 | Form 4 | 0000923738-25-000039 | 1 | published | EDGAR ↗ |
| October 30, 2025 | Form 4 | 0000923738-25-000037 | 2 | published | EDGAR ↗ |
| October 24, 2025 | Form 4 | 0000923738-25-000035 | 2 | published | EDGAR ↗ |
Other insiders at SCHWAB CHARLES CORP
- Bettinger Walter W Co-Chairman 28 rows
- Murtagh Nigel J Chief Risk Officer 22 rows
- Woolway Paul V MD, Chief Banking Officer 21 rows
- Craig Jonathan M. MD, Head of Investor Services 20 rows
- Brown Marianne Catherine Director 19 rows
- Ellis Stephen A Director 18 rows
- Beatty Jonathan S MD, Head of Advisor Services 17 rows
- Schwab-Pomerantz Carolyn Director 17 rows
- Howard Dennis MD, Chief Tech, OPS & Data Off 13 rows
- Sarin Arun Director 12 rows
Everyone on file, with contracts and lobbying under the company's name: SCHWAB CHARLES CORP.
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Options and derivatives on Form 4 Table I = shares. Table II = options and other derivatives.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 23 | 45 | October 24, 2025 | August 28, 2026 | Form 4 list on EDGAR |
Site built October 22, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.