Insider at

04

Insider transactions

05
0 buys (P) 0 sells (S) Net: $0 + 54 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

54 other filings hidden
DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
April 24, 2024 SCHW S 5,481 $75.51 $413,870 60,567 Indirect -8.30% Disposed 28.1% (price as of 2026-10-02)
April 18, 2024 SCHW S 5,482 $73.46 $402,708 60,567 Indirect -8.30% Disposed 31.6% (price as of 2026-10-02)
April 16, 2024 SCHW S 6,114 $71.02 $434,216 60,567 Indirect -9.17% Disposed 36.2% (price as of 2026-10-02)
Feb. 28, 2024 SCHW S 5,500 $65.71 $361,405 24,111 Indirect -18.57% Disposed 47.2% (price as of 2026-10-02)
Feb. 15, 2024 SCHW S 8,000 $64.76 $518,080 29,611 Indirect -21.27% Disposed 49.3% (price as of 2026-10-02)
Jan. 22, 2024 SCHW S 4,000 $64.49 $257,960 37,611 Indirect -9.61% Disposed 49.9% (price as of 2026-10-02)
Nov. 30, 2023 SCHW S 4,000 $60.56 $242,240 41,611 Indirect -8.77% Disposed 59.7% (price as of 2026-10-02)
Nov. 3, 2023 SCHW S 3,114 $56.19 $174,976 41,611 Indirect -6.96% Disposed 72.1% (price as of 2026-10-02)
Sept. 18, 2023 SCHW S 3,792 $57.31 $217,320 44,725 Indirect -7.82% Disposed 68.7% (price as of 2026-10-02)
March 14, 2023 SCHW P 5,000 $57.96 $289,800 44,725 Indirect +12.59% Acquired 66.8% (price as of 2026-10-02)
March 22, 2022 SCHW S 10b5-1 3,114 $91.00 $283,374 16,111 Indirect -16.20% Disposed 6.3% (price as of 2026-10-02)
March 16, 2022 SCHW S 3,114 $87.01 $270,949 19,225 Indirect -13.94% Disposed 11.1% (price as of 2026-10-02)
Feb. 7, 2022 SCHW S 7,500 $93.11 $698,325 12,997 Indirect -36.59% Disposed 3.9% (price as of 2026-10-02)
Feb. 1, 2022 SCHW S 6,000 $89.38 $536,280 14,997 Indirect -28.58% Disposed 8.2% (price as of 2026-10-02)
Oct. 22, 2021 SCHW S 11,000 $83.38 $917,180 16,997 Indirect -39.29% Disposed 16.0% (price as of 2026-10-02)
Aug. 23, 2021 SCHW S 4,500 $72.42 $325,890 27,997 Indirect -13.85% Disposed 33.5% (price as of 2026-10-02)
June 3, 2021 SCHW S 10b5-1 8,500 $75.52 $641,920 32,497 Indirect -20.73% Disposed 28.0% (price as of 2026-10-02)
May 24, 2021 SCHW S 12,000 $73.00 $876,000 32,095 Indirect -27.21% Disposed 32.5% (price as of 2026-10-02)
April 29, 2021 SCHW S 3,500 $71.68 $250,880 32,095 Indirect -9.83% Disposed 34.9% (price as of 2026-10-02)
March 12, 2021 SCHW S 10b5-1 3,500 $68.00 $238,000 32,095 Indirect -9.83% Disposed 42.2% (price as of 2026-10-02)
Nov. 3, 2020 SCHW S 8,292 $42.74 $354,400 27,077 Indirect -23.44% Disposed 126.3% (price as of 2026-10-02)
Dec. 5, 2017 SCHW S 10b5-1 12,459 $51.58 $642,635 10,714 Indirect -53.77% Disposed 87.5% (price as of 2026-10-02)
Nov. 8, 2017 SCHW S 10b5-1 491 $44.03 $21,619 8,780 Indirect -5.30% Disposed 119.6% (price as of 2026-10-02)
Nov. 6, 2017 SCHW S 10b5-1 1,063 $44.64 $47,452 8,780 Indirect -10.80% Disposed 116.6% (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
April 24, 2024 SCHW Nonqualified Stock Option (right to buy) Common Stock (5,481) $28.44 Nov. 3, 2024 5,481 Disposed
April 18, 2024 SCHW Nonqualified Stock Option (right to buy) Common Stock (5,482) $28.44 Nov. 3, 2024 5,482 Disposed
March 1, 2024 SCHW Nonqualified Stock Option (right to buy) Common Stock (67,051) $66.47 March 1, 2034 67,051 Acquired
Nov. 30, 2023 SCHW Nonqualified Stock Option (right to buy) Common Stock (4,000) $28.44 Nov. 3, 2024 4,000 Disposed
Sept. 18, 2023 SCHW Nonqualified Stock Option (right to buy) Common Stock (3,792) $23.12 Nov. 1, 2023 3,792 Disposed
March 1, 2023 SCHW Nonqualified Stock Option (right to buy) Common Stock (58,368) $77.41 March 1, 2033 58,368 Acquired
March 1, 2022 SCHW Nonqualified Stock Option (right to buy) Common Stock (53,668) $77.86 March 1, 2032 53,668 Acquired
Feb. 7, 2022 SCHW Nonqualified Stock Option (right to buy) Common Stock (7,500) $23.12 Nov. 1, 2023 7,500 Disposed
Feb. 1, 2022 SCHW Nonqualified Stock Option (right to buy) Common Stock (6,000) $23.12 Nov. 1, 2023 6,000 Disposed
June 3, 2021 SCHW Nonqualified Stock Option (right to buy) Common Stock (8,500) $13.64 Nov. 1, 2022 8,500 Disposed
May 24, 2021 SCHW Nonqualified Stock Option (right to buy) Common Stock (12,000) $13.64 Nov. 1, 2022 12,000 Disposed
April 29, 2021 SCHW Nonqualified Stock Option (right to buy) Common Stock (3,500) $13.64 Nov. 1, 2022 3,500 Disposed
March 12, 2021 SCHW Nonqualified Stock Option (right to buy) Common Stock (3,500) $13.64 Nov. 1, 2022 3,500 Disposed
March 1, 2021 SCHW Nonqualified Stock Option (right to buy) Common Stock (86,470) $64.10 March 1, 2031 86,470 Acquired
Nov. 3, 2020 SCHW Nonqualified Stock Option (right to buy) Common Stock (8,292) $11.75 Nov. 1, 2021 8,292 Disposed
March 2, 2020 SCHW Nonqualified Stock Option (right to buy) Common Stock (51,680) $41.98 March 2, 2030 51,680 Acquired
March 1, 2019 SCHW Nonqualified Stock Option (right to buy) Common Stock (50,649) $46.81 March 1, 2029 50,649 Acquired
March 1, 2018 SCHW Nonqualified Stock Option (right to buy) Common Stock (31,767) $52.05 March 1, 2028 31,767 Acquired
Dec. 5, 2017 SCHW Nonqualified Stock Option (right to buy) Common Stock (12,459) $15.43 Nov. 1, 2020 12,459 Disposed
June 1, 2017 SCHW Nonqualified Stock Option (right to buy) Common Stock (11,191) $39.70 June 1, 2027 11,191 Acquired

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

Initial ownership (Form 3) 10 holdings

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

DateTickerSecuritySharesOwnership
May 19, 2017 SCHW Common Stock 9,442 Direct
May 19, 2017 SCHW Common Stock 9,161 Indirect
May 19, 2017 SCHW Nonqualified Stock Option (right to buy)→ Common Stock (8,292) 8,292 Direct
May 19, 2017 SCHW Nonqualified Stock Option (right to buy)→ Common Stock (27,500) 27,500 Direct
May 19, 2017 SCHW Nonqualified Stock Option (right to buy)→ Common Stock (12,459) 12,459 Direct
May 19, 2017 SCHW Nonqualified Stock Option (right to buy)→ Common Stock (17,292) 17,292 Direct
May 19, 2017 SCHW Nonqualified Stock Option (right to buy)→ Common Stock (29,977) 29,977 Direct
May 19, 2017 SCHW Nonqualified Stock Option (right to buy)→ Common Stock (14,963) 14,963 Direct
May 19, 2017 SCHW Nonqualified Stock Option (right to buy)→ Common Stock (22,910) 22,910 Direct
May 19, 2017 SCHW Nonqualified Stock Option (right to buy)→ Common Stock (28,670) 28,670 Direct

Compensation (DEF 14A)

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Matched by name from proxy statements (DEF 14A) — verify against the filing.

SCHW

CFO
Fiscal yearSalaryBonusStock awards Option awardsNon-equity incentivePension changeOtherTotal
2019 · · · · · · · ·
2018 $470,833,444,167 · · · $788,175,482,142 · $1,506,917,754 $22,740,772,020,388

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.