SEC Form 4Coverage since Aug 7, 2025Open-market trades only
$SCHW insider trading
Over the last 12 months, Schwab Charles insiders reported 1 buy totaling $1.8M and 60 sales totaling $331.3M across SEC Form 4 filings. 43% of those filings were made under pre-arranged 10b5-1 trading plans.
- Bought · 12m
- $1.8M 1 event
- Sold · 12m
- $331.3M 60 events
- Events · 12m
- 61 Form 4 filings, grouped
- Insiders · 12m
- 15 distinct reporters
- 10b5-1 share
- 43% of events, not dollars
Side
Price · $SCHW · 3Mvia TradingView
Top insiders · 12m
Schwab Charles R.Co-Chairman14× · $180.8M
Beatty Jonathan SMD, Head of Advisor Services8× · $1.8M
Schwab-Pomerantz Carolyn—7× · $15.4M
Murtagh Nigel JChief Risk Officer5× · $11.5M
Bettinger Walter WCo-Chairman5× · $91.8M
All insider trades
50 of 68 events
Scroll the table sideways for price, value and marks.
| Date | Insider | Type | Shares | Avg price | Value | Δ stake | Marks |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst · O | ▼ Sale | 3,177 | $109.04 | $346K | -35.5% | plan · indirect |
| Aug 28, 2026 | Bettinger Walter WCo-Chairman · O·D | ▼ Sale | 74,388 | $110.91 | $8.3M | -10.9% | indirect |
| Aug 28, 2026 | Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst · O | ▼ Sale | 3,177 | $108.12 | $343K | -100% | plan · indirect |
| Aug 26, 2026 | Schwab-Pomerantz CarolynD | ▼ Sale | 9,175 | $109.25 | $1.0M | -0.7% | indirect |
| Aug 24, 2026 | Schwab Charles R.Co-Chairman · O·D | ▼ Sale | 117,000 | $113.2 | $13.2M | -0.2% | indirect |
| Aug 24, 2026 | Bettinger Walter WCo-Chairman · O·D | ▼ Sale | 176,210 | $113.49 | $20.0M | -22.4% | indirect |
| Aug 17, 2026 | Beatty Jonathan SMD, Head of Advisor Services · O | ▼ Sale | 1,000 | $111.33 | $111K | -8.5% | indirect |
| Aug 14, 2026 | Craig Jonathan M.MD, Head of Retail Investing · O | ▼ Sale | 21,866 | $111.03 | $2.4M | -100% | plan · indirect |
| Aug 13, 2026 | Howard DennisMD, Chief Tech, OPS & Data Off · O | ▼ Sale | 2,198 | $110 | $242K | -23.9% | plan |
| Aug 12, 2026 | Schwab Charles R.Co-Chairman · O·D | ▼ Sale | 46,410 | $108.18 | $5.0M | -0.2% | indirect |
| Aug 11, 2026 | Schwab Charles R.Co-Chairman · O·D | ▼ Sale | 46,445 | $107.78 | $5.0M | -0.2% | indirect |
| Aug 10, 2026 | Murtagh Nigel JChief Risk Officer · O | ▼ Sale | 26,675 | $109.01 | $2.9M | -31.5% | plan · 2 tranches |
| Aug 7, 2026 | SNEED PAULA AD | ▼ Sale | 5,263 | $107.15 | $564K | -5.4% | indirect |
| 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% | — |
| May 6, 2026 | Schwab Charles R.Co-Chairman · O·D | ▼ Sale | 218,600 | $91.76 | $20.1M | -0.7% | 2 tranches · indirect |
| May 5, 2026 | Schwab-Pomerantz CarolynD | ▼ Sale | 9,910 | $92.29 | $915K | -0.7% | indirect |
| May 1, 2026 | Schwab Charles R.Co-Chairman · O·D | ▼ Sale | 168,743 | $91.33 | $15.4M | -0.3% | 3 tranches · indirect |
| Apr 28, 2026 | HERRINGER FRANK CD | ▼ Sale | 2,520 | $90.6 | $228K | -1.4% | indirect |
| Apr 27, 2026 | Schwab Charles R.Co-Chairman · O·D | ▼ Sale | 72,900 | $90.25 | $6.6M | -0.1% | 2 tranches · indirect |
| Apr 15, 2026 | Woolway Paul VMD, Chief Banking Officer · O | ▼ Sale | 15,883 | $99 | $1.6M | -34.7% | plan · 2 tranches · indirect |
| Apr 14, 2026 | Craig Jonathan M.MD, Head of Retail Investing · O | ▼ Sale | 21,750 | $99 | $2.2M | -100% | plan · indirect |
| Apr 14, 2026 | Murtagh Nigel JChief Risk Officer · O | ▼ Sale | 41,297 | $99 | $4.1M | -41.6% | plan |
| Mar 3, 2026 | Howard DennisMD, Chief Tech, OPS & Data Off · O | ▼ Sale | 10,108 | $94.6 | $956K | -49.1% | plan · 2 tranches |
| Mar 3, 2026 | Craig Jonathan M.MD, Head of Investor Services · O | ▼ Sale | 14,481 | $94.6 | $1.4M | -100% | plan · 2 tranches · indirect |
| Mar 3, 2026 | Murtagh Nigel JChief Risk Officer · O | ▼ Sale | 7,203 | $94.61 | $681K | -11.1% | plan · 2 tranches |
| Mar 3, 2026 | Woolway Paul VMD, Chief Banking Officer · O | ▼ Sale | 22,010 | $94.97 | $2.1M | -42.4% | plan · 4 tranches · indirect |
| Feb 27, 2026 | Beatty Jonathan SMD, Head of Advisor Services · O | ▼ Sale | 2,030 | $95.3 | $193K | -9.3% | indirect |
| Feb 26, 2026 | Ellis Stephen AD | ▼ Sale | 10,725 | $96.57 | $1.0M | -10.9% | indirect |
| Feb 25, 2026 | Howard DennisMD, Chief Tech, OPS & Data Off · O | ▼ Sale | 27,903 | $95.02 | $2.7M | -72.7% | plan |
| Feb 10, 2026 | Schwab Charles R.Co-Chairman · O·D | ▼ Sale | 158,613 | $106.35 | $16.9M | -0.5% | 2 tranches · indirect |
| Feb 6, 2026 | Bettinger Walter WCo-Chairman · O·D | ▼ Sale | 67,514 | $104.25 | $7.0M | -11.3% | indirect |
| Feb 6, 2026 | DODDS CHRISTOPHER VD | ▼ Sale | 11,825 | $104.55 | $1.2M | -2.6% | indirect |
| Feb 4, 2026 | Bettinger Walter WCo-Chairman · O·D | ▼ Sale | 257,410 | $104.03 | $26.8M | -32.7% | 3 tranches · indirect |
| Feb 4, 2026 | Schwab Charles R.Co-Chairman · O·D | ▼ Sale | 164,600 | $103.77 | $17.1M | -0.3% | 2 tranches · indirect |
Every $SCHW filing on this page is one API call away
The same Form 4 data over REST or MCP, already grouped into events with the plan flag and the dollar value read. A free key does 100 calls a day and needs no card. Prefer email? Schwab Charles filings can reach your inbox instead.
About Form 4
Corporate insiders — officers, directors and 10%+ owners — must report their trades to the SEC on Form 4 within two business days. This page shows open-market activity: purchases (code P), sales (S) and dispositions back to the issuer (D). Scheduled compensation events such as stock grants and option exercises are also filed on Form 4 but carry no trading signal, so they are not shown and counts here can be lower than the raw EDGAR filing total. 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.