Insider at

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Insider transactions

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0 buys (P) 0 sells (S) Net: $0 + 4 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

No open-market trades on record; showing all filings.

DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
June 3, 2026 SCHW F 6,519 $87.42 $569,891 47,442 Direct -12.08% Disposed 10.6% (price as of 2026-10-02)
March 2, 2026 SCHW A 62,134 · · 62,134 Direct · Acquired (price as of 2026-10-02)
June 3, 2025 SCHW F 5,888 $87.54 $515,436 53,961 Direct -9.84% Disposed 10.5% (price as of 2026-10-02)
March 3, 2025 SCHW A 79,344 · · 79,344 Direct · Acquired (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
March 2, 2026 SCHW Nonqualified Stock Option (right to buy) Common Stock (62,134) $95.49 March 2, 2036 62,134 Acquired
March 3, 2025 SCHW Nonqualified Stock Option (right to buy) Common Stock (79,344) $78.12 March 3, 2035 79,344 Acquired

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

Initial ownership (Form 3) 1 holding

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Securities held when first becoming an insider, per SEC Form 3.

DateTickerSecuritySharesOwnership
Oct. 1, 2024 SCHW Common Stock 59,849 Direct