Insider at

04

Insider transactions

05
0 buys (P) 0 sells (S) Net: $0 + 58 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

58 other filings hidden
DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
May 21, 2025 SCHW S 5,556 $87.65 $486,983 16,594 Direct -25.08% Disposed 10.3% (price as of 2026-10-02)
Nov. 13, 2024 SCHW S 2,998 $78.65 $235,793 13,498 Direct -18.17% Disposed 22.9% (price as of 2026-10-02)
Aug. 17, 2023 SCHW P 833 $60.55 $50,438 3,386 Indirect +32.63% Acquired 59.7% (price as of 2026-10-02)
Feb. 16, 2023 SCHW S 5,176 $80.88 $418,635 12,073 Direct -30.01% Disposed 19.6% (price as of 2026-10-02)
Feb. 4, 2021 SCHW P 3,636 $54.08 $196,635 9,092 Indirect +66.64% Acquired 78.8% (price as of 2026-10-02)
July 22, 2020 SCHW P 2,854 $34.91 $99,633 5,409 Indirect +111.70% Acquired 177.0% (price as of 2026-10-02)
April 27, 2020 SCHW P 2,460 $36.74 $90,380 2,460 Indirect · Acquired 163.2% (price as of 2026-10-02)
May 3, 2019 SCHW P 2,500 $46.10 $115,250 2,500 Indirect · Acquired 109.8% (price as of 2026-10-02)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.

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DateTickerSecurityUnderlying Exercise priceExpirationSharesA/D
July 1, 2026 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,280) $95.78 July 1, 2036 1,280 Acquired
May 26, 2026 SCHW Nonqualified Stock Option (right to buy) Common Stock (3,977) $89.40 May 26, 2036 3,977 Acquired
April 1, 2026 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,286) $92.36 April 1, 2036 1,286 Acquired
Jan. 2, 2026 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,317) $101.57 Jan. 2, 2036 1,317 Acquired
Oct. 1, 2025 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,340) $92.25 Oct. 1, 2035 1,340 Acquired
July 1, 2025 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,322) $91.17 July 1, 2035 1,322 Acquired
May 27, 2025 SCHW Nonqualified Stock Option (right to buy) Common Stock (3,646) $88.63 May 27, 2035 3,646 Acquired
April 1, 2025 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,567) $77.67 April 1, 2035 1,567 Acquired
March 14, 2025 SCHW Nonqualified Stock Option (right to buy) Common Stock (8,584) $43.21 May 17, 2029 8,584 Disposed
Jan. 2, 2025 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,646) $73.84 Jan. 2, 2035 1,646 Acquired
Oct. 1, 2024 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,906) $63.91 Oct. 1, 2034 1,906 Acquired
July 1, 2024 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,632) $73.42 July 1, 2034 1,632 Acquired
May 28, 2024 SCHW Nonqualified Stock Option (right to buy) Common Stock (4,496) $70.79 May 28, 2034 4,496 Acquired
April 1, 2024 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,351) $72.37 April 1, 2034 1,351 Acquired
Jan. 2, 2024 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,634) $69.10 Jan. 2, 2034 1,634 Acquired
Oct. 2, 2023 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,938) $53.55 Oct. 2, 2033 1,938 Acquired
July 3, 2023 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,847) $57.72 July 3, 2033 1,847 Acquired
May 22, 2023 SCHW Nonqualified Stock Option (right to buy) Common Stock (5,464) $51.97 May 22, 2033 5,464 Acquired
April 3, 2023 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,875) $51.57 April 3, 2033 1,875 Acquired
Jan. 3, 2023 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,292) $81.94 Jan. 3, 2033 1,292 Acquired
Oct. 3, 2022 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,404) $73.21 Oct. 3, 2032 1,404 Acquired
July 1, 2022 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,691) $63.92 July 1, 2032 1,691 Acquired
May 19, 2022 SCHW Nonqualified Stock Option (right to buy) Common Stock (4,703) $62.66 May 19, 2032 4,703 Acquired
April 1, 2022 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,324) $83.54 April 1, 2032 1,324 Acquired
Jan. 13, 2022 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,185) $41.58 Jan. 2, 2029 1,185 Disposed
Jan. 13, 2022 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,613) $44.13 April 1, 2029 1,613 Disposed
Jan. 6, 2022 SCHW Nonqualified Stock Option (right to buy) Common Stock (2,998) $59.32 May 17, 2028 2,998 Disposed
Jan. 3, 2022 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,375) $85.76 Jan. 3, 2032 1,375 Acquired
Oct. 1, 2021 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,600) $74.42 Oct. 1, 2031 1,600 Acquired
July 1, 2021 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,696) $73.57 July 1, 2031 1,696 Acquired
May 17, 2021 SCHW Nonqualified Stock Option (right to buy) Common Stock (4,390) $73.00 May 17, 2031 4,390 Acquired
April 1, 2021 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,640) $66.44 April 1, 2031 1,640 Acquired
Jan. 4, 2021 SCHW Nonqualified Stock Option (right to buy) Common Stock (2,063) $52.76 Jan. 4, 2031 2,063 Acquired
Oct. 1, 2020 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,406) $37.73 Oct. 1, 2030 1,406 Acquired
July 1, 2020 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,348) $33.02 July 1, 2030 1,348 Acquired
May 14, 2020 SCHW Nonqualified Stock Option (right to buy) Common Stock (6,655) $33.40 May 14, 2030 6,655 Acquired
April 1, 2020 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,385) $32.96 April 1, 2030 1,385 Acquired
Jan. 2, 2020 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,431) $48.23 Jan. 2, 2030 1,431 Acquired
Oct. 1, 2019 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,732) $37.76 Oct. 1, 2029 1,732 Acquired
July 1, 2019 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,718) $40.76 July 1, 2029 1,718 Acquired
May 17, 2019 SCHW Nonqualified Stock Option (right to buy) Common Stock (8,584) $43.21 May 17, 2029 8,584 Acquired
April 1, 2019 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,613) $44.13 April 1, 2029 1,613 Acquired
Jan. 2, 2019 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,185) $41.58 Jan. 2, 2029 1,185 Acquired
May 17, 2018 SCHW Nonqualified Stock Option (right to buy) Common Stock (2,998) $59.32 May 17, 2028 2,998 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).