SEC Form 4Coverage since May 28, 2026
$SCHW insider trading
Over the last 12 months, Schwab Charles insiders reported 1 buy totaling $1.8M and 16 sales totaling $84.3M across SEC Form 4 filings. 47% of the activity was filed under pre-arranged 10b5-1 trading plans.
- Bought · 12m
- $1.8M 1 event
- Sold · 12m
- $84.3M 16 events
- Events · 12m
- 17 Form 4 filings, grouped
- Insiders · 12m
- 9 distinct reporters
- 10b5-1 share
- 47% pre-arranged plans
Side
Price · $SCHW · 12Mvia TradingView
Top insiders · 12m
Beatty Jonathan SMD, Head of Advisor Services3× · $807K
Schwab-Pomerantz Carolyn—3× · $6.8M
Schwab Charles R.Co-Chairman3× · $34.9M
Murtagh Nigel JChief Risk Officer2× · $3.8M
Craig Jonathan M.MD, Head of Retail Investing2× · $4.5M
All insider trades
17 events
| Date | Insider | Type | Shares | Avg price | Value | Δ stake | Marks |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026 | Schwab-Pomerantz CarolynD | ▼ Sale | 18,561 | $107.7 | $2.0M | -1.4% | indirect |
| Aug 5, 2026 | Craig Jonathan M.MD, Head of Retail Investing · O | ▼ Sale | 21,750 | $107.02 | $2.3M | -100% | plan · indirect |
| Aug 4, 2026 | Schwab-Pomerantz CarolynD | ▼ Sale | 22,640 | $106.36 | $2.4M | -1.6% | indirect |
| Aug 4, 2026 | Schwab Charles R.Co-Chairman · O·D | ▼ Sale | 142,900 | $105.7 | $15.1M | -0.3% | 2 tranches · indirect |
| Jul 29, 2026 | Schwab Charles R.Co-Chairman · O·D | ▼ Sale | 143,450 | $105.74 | $15.2M | -0.5% | 2 tranches · indirect |
| Jul 28, 2026 | Schwab-Pomerantz CarolynD | ▼ Sale | 22,650 | $105.71 | $2.4M | -1.6% | indirect |
| Jul 28, 2026 | Howard DennisMD, Chief Tech, OPS & Data Off · O | ▼ Sale | 28,000 | $105.01 | $2.9M | -72.8% | plan |
| Jul 28, 2026 | Bettinger Walter WCo-Chairman · O·D | ▼ Sale | 285,896 | $104.14 | $29.8M | -35.1% | 4 tranches · indirect |
| Jul 27, 2026 | Murtagh Nigel JChief Risk Officer · O | ▼ Sale | 32,947 | $104.01 | $3.4M | -36.2% | plan · 2 tranches |
| Jul 24, 2026 | Schwab Charles R.Co-Chairman · O·D | ▼ Sale | 45,500 | $101.72 | $4.6M | -0.1% | indirect |
| Jul 23, 2026 | Morgan Peter J. IIIGeneral Counsel · O | ▼ Sale | 6,952 | $102.03 | $709K | -100% | — |
| Jul 21, 2026 | Murtagh Nigel JChief Risk Officer · O | ▼ Sale | 4,053 | $104.14 | $422K | -6.5% | plan |
| Jul 21, 2026 | Beatty Jonathan SMD, Head of Advisor Services · O | ▼ Sale | 2,000 | $104.21 | $208K | -14.6% | plan · indirect |
| Jul 7, 2026 | Craig Jonathan M.MD, Head of Retail Investing · O | ▼ Sale | 21,750 | $102.01 | $2.2M | -100% | plan · indirect |
| Jul 7, 2026 | Beatty Jonathan SMD, Head of Advisor Services · O | ▼ Sale | 2,000 | $102.01 | $204K | -12.7% | plan · indirect |
| Jul 6, 2026 | Beatty Jonathan SMD, Head of Advisor Services · O | ▼ Sale | 4,000 | $98.52 | $394K | -20.3% | plan · 2 tranches · indirect |
| May 28, 2026 | Wurster Richard APresident & CEO · O·D | ▲ Buy | 21,959 | $84.23 | $1.8M | +11.2% | — |
About Form 4
Corporate insiders — officers, directors and 10%+ owners — must report their trades to the SEC on Form 4 within two business days. We group each filing's transactions into one economic event (a laddered 10b5-1 sale is one event, not 25 rows), flag pre-arranged plans and late filings, and link every event to its AI-scored article in the $SCHW feed.