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Stephen T Mclin
Insider
First SEC filing: May 18, 2004 · Latest: May 18, 2004
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| April 21, 2020 | SCHW | M | 11,082 | $17.38 | $192,605 | 168,191 Indirect | +7.05% | Acquired | 457.0% (price as of 2026-10-06) |
| April 21, 2020 | SCHW | S | 11,082 | $35.61 | $394,630 | 157,109 Indirect | -6.59% | Disposed | 171.8% (price as of 2026-10-06) |
| April 21, 2020 | SCHW | M | 11,082 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| April 1, 2020 | SCHW | A | 2,770 | · | · | 2,770 Direct | · | Acquired | (price as of 2026-10-06) |
| Feb. 13, 2020 | SCHW | M | 5,364 | $18.62 | $99,878 | 162,473 Indirect | +3.41% | Acquired | 419.9% (price as of 2026-10-06) |
| Feb. 13, 2020 | SCHW | S | 5,364 | $47.29 | $253,664 | 157,109 Indirect | -3.30% | Disposed | 104.7% (price as of 2026-10-06) |
| Feb. 13, 2020 | SCHW | M | 5,364 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| Jan. 2, 2020 | SCHW | A | 2,861 | · | · | 2,861 Direct | · | Acquired | (price as of 2026-10-06) |
| Jan. 2, 2020 | SCHW | M | 4,800 | $19.78 | $94,944 | 159,088 Indirect | +3.11% | Acquired | 389.4% (price as of 2026-10-06) |
| Jan. 2, 2020 | SCHW | F | 1,979 | $47.96 | $94,913 | 157,109 Indirect | -1.24% | Disposed | 101.8% (price as of 2026-10-06) |
| Jan. 2, 2020 | SCHW | M | 4,800 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| Oct. 1, 2019 | SCHW | A | 3,464 | · | · | 3,464 Direct | · | Acquired | (price as of 2026-10-06) |
| Aug. 21, 2019 | SCHW | M | 5,093 | $18.54 | $94,424 | 159,381 Indirect | +3.30% | Acquired | 422.1% (price as of 2026-10-06) |
| Aug. 21, 2019 | SCHW | S | 5,093 | $37.56 | $191,293 | 154,288 Indirect | -3.20% | Disposed | 157.7% (price as of 2026-10-06) |
| Aug. 21, 2019 | SCHW | M | 5,093 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| July 1, 2019 | SCHW | A | 3,435 | · | · | 3,435 Direct | · | Acquired | (price as of 2026-10-06) |
| June 4, 2019 | SCHW | M | 5,299 | $17.23 | $91,302 | 156,404 Indirect | +3.51% | Acquired | 461.8% (price as of 2026-10-06) |
| June 4, 2019 | SCHW | F | 2,116 | $43.14 | $91,284 | 154,288 Indirect | -1.35% | Disposed | 124.4% (price as of 2026-10-06) |
| June 4, 2019 | SCHW | M | 5,299 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| May 17, 2019 | SCHW | A | 3,567 | · | · | 11,159 Direct | +46.98% | Acquired | (price as of 2026-10-06) |
| May 17, 2019 | SCHW | A | 8,584 | · | · | 8,584 Direct | · | Acquired | (price as of 2026-10-06) |
| May 16, 2019 | SCHW | M | 4,356 | $18.00 | $78,408 | 151,599 Indirect | +2.96% | Acquired | 437.8% (price as of 2026-10-06) |
| May 16, 2019 | SCHW | S | 4,356 | $43.85 | $191,011 | 147,243 Indirect | -2.87% | Disposed | 120.8% (price as of 2026-10-06) |
| May 16, 2019 | SCHW | M | 4,356 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| April 16, 2019 | SCHW | M | 4,000 | $18.00 | $72,000 | 151,243 Indirect | +2.72% | Acquired | 437.8% (price as of 2026-10-06) |
| April 16, 2019 | SCHW | S | 4,000 | $45.59 | $182,360 | 147,243 Indirect | -2.64% | Disposed | 112.3% (price as of 2026-10-06) |
| April 16, 2019 | SCHW | M | 4,000 | · | · | 4,356 Direct | -47.87% | Disposed | (price as of 2026-10-06) |
| April 1, 2019 | SCHW | A | 2,964 | · | · | 2,964 Direct | · | Acquired | (price as of 2026-10-06) |
| Jan. 2, 2019 | SCHW | A | 2,726 | · | · | 2,726 Direct | · | Acquired | (price as of 2026-10-06) |
| Dec. 6, 2018 | SCHW | G | 8,000 | · | · | 147,243 Indirect | -5.15% | Disposed | (price as of 2026-10-06) |
| Oct. 1, 2018 | SCHW | A | 2,511 | · | · | 2,511 Direct | · | Acquired | (price as of 2026-10-06) |
| July 2, 2018 | SCHW | A | 2,247 | · | · | 2,247 Direct | · | Acquired | (price as of 2026-10-06) |
| May 17, 2018 | SCHW | A | 2,617 | · | · | 11,388 Direct | +29.84% | Acquired | (price as of 2026-10-06) |
| May 17, 2018 | SCHW | A | 5,139 | · | · | 5,139 Direct | · | Acquired | (price as of 2026-10-06) |
| April 2, 2018 | SCHW | A | 2,308 | · | · | 2,308 Direct | · | Acquired | (price as of 2026-10-06) |
| Jan. 26, 2018 | SCHW | M | 7,486 | $22.39 | $167,612 | 158,933 Indirect | +4.94% | Acquired | 332.3% (price as of 2026-10-06) |
| Jan. 26, 2018 | SCHW | M | 5,742 | $15.47 | $88,829 | 164,675 Indirect | +3.61% | Acquired | 525.7% (price as of 2026-10-06) |
| Jan. 26, 2018 | SCHW | M | 5,435 | $16.18 | $87,938 | 170,110 Indirect | +3.30% | Acquired | 498.3% (price as of 2026-10-06) |
| Jan. 26, 2018 | SCHW | S | 5,435 | $53.93 | $293,110 | 164,675 Indirect | -3.19% | Disposed | 79.5% (price as of 2026-10-06) |
| Jan. 26, 2018 | SCHW | S | 5,742 | $54.05 | $310,355 | 158,933 Indirect | -3.49% | Disposed | 79.1% (price as of 2026-10-06) |
| Jan. 26, 2018 | SCHW | S | 7,486 | $53.93 | $403,720 | 151,447 Indirect | -4.71% | Disposed | 79.5% (price as of 2026-10-06) |
| Jan. 26, 2018 | SCHW | M | 5,435 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| Jan. 26, 2018 | SCHW | M | 5,742 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| Jan. 26, 2018 | SCHW | M | 7,486 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| Jan. 2, 2018 | SCHW | A | 2,402 | · | · | 2,402 Direct | · | Acquired | (price as of 2026-10-06) |
| Oct. 2, 2017 | SCHW | A | 2,921 | · | · | 2,921 Direct | · | Acquired | (price as of 2026-10-06) |
| July 20, 2017 | SCHW | G | 5,000 | · | · | 151,447 Indirect | -3.20% | Disposed | (price as of 2026-10-06) |
| July 3, 2017 | SCHW | A | 2,870 | · | · | 2,870 Direct | · | Acquired | (price as of 2026-10-06) |
| May 18, 2017 | SCHW | A | 3,531 | · | · | 12,150 Direct | +40.97% | Acquired | (price as of 2026-10-06) |
| May 18, 2017 | SCHW | A | 7,165 | · | · | 7,165 Direct | · | Acquired | (price as of 2026-10-06) |
| April 25, 2017 | SCHW | M | 7,823 | $20.14 | $157,555 | 160,016 Indirect | +5.14% | Acquired | 380.6% (price as of 2026-10-06) |
| April 25, 2017 | SCHW | S | 7,823 | $39.69 | $310,495 | 152,193 Indirect | -4.89% | Disposed | 143.9% (price as of 2026-10-06) |
| April 25, 2017 | SCHW | M | 7,823 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| April 3, 2017 | SCHW | A | 2,826 | · | · | 2,826 Direct | · | Acquired | (price as of 2026-10-06) |
| Jan. 3, 2017 | SCHW | A | 3,032 | · | · | 3,032 Direct | · | Acquired | (price as of 2026-10-06) |
| Oct. 3, 2016 | SCHW | A | 3,835 | · | · | 3,835 Direct | · | Acquired | (price as of 2026-10-06) |
| July 1, 2016 | SCHW | A | 4,516 | · | · | 4,516 Direct | · | Acquired | (price as of 2026-10-06) |
| May 19, 2016 | SCHW | A | 7,866 | · | · | 7,866 Direct | · | Acquired | (price as of 2026-10-06) |
| May 19, 2016 | SCHW | A | 4,652 | · | · | 15,413 Direct | +43.23% | Acquired | (price as of 2026-10-06) |
| May 18, 2016 | SCHW | M | 5,244 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| May 18, 2016 | SCHW | F | 2,775 | $28.66 | $79,532 | 10,761 Direct | -20.50% | Disposed | 237.8% (price as of 2026-10-06) |
| May 18, 2016 | SCHW | M | 5,244 | $15.17 | $79,551 | 13,536 Direct | +63.24% | Acquired | 538.1% (price as of 2026-10-06) |
| April 1, 2016 | SCHW | A | 3,798 | · | · | 3,798 Direct | · | Acquired | (price as of 2026-10-06) |
| Jan. 4, 2016 | SCHW | A | 3,844 | · | · | 3,844 Direct | · | Acquired | (price as of 2026-10-06) |
| Oct. 1, 2015 | SCHW | A | 4,210 | · | · | 4,210 Direct | · | Acquired | (price as of 2026-10-06) |
| July 1, 2015 | SCHW | A | 3,705 | · | · | 3,705 Direct | · | Acquired | (price as of 2026-10-06) |
| May 15, 2015 | SCHW | A | 8,548 | · | · | 8,548 Direct | · | Acquired | (price as of 2026-10-06) |
| May 15, 2015 | SCHW | A | 3,500 | · | · | 14,746 Direct | +31.12% | Acquired | (price as of 2026-10-06) |
| April 1, 2015 | SCHW | A | 4,010 | · | · | 4,010 Direct | · | Acquired | (price as of 2026-10-06) |
| March 26, 2015 | SCHW | M | 5,244 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| March 26, 2015 | SCHW | F | 1,959 | $29.55 | $57,888 | 139,820 Indirect | -1.38% | Disposed | 227.6% (price as of 2026-10-06) |
| March 26, 2015 | SCHW | M | 5,244 | $11.04 | $57,894 | 141,779 Indirect | +3.84% | Acquired | 776.8% (price as of 2026-10-06) |
| Jan. 2, 2015 | SCHW | A | 3,994 | · | · | 3,994 Direct | · | Acquired | (price as of 2026-10-06) |
| Oct. 1, 2014 | SCHW | A | 4,643 | · | · | 4,643 Direct | · | Acquired | (price as of 2026-10-06) |
| July 1, 2014 | SCHW | A | 4,940 | · | · | 4,940 Direct | · | Acquired | (price as of 2026-10-06) |
| May 19, 2014 | SCHW | A | 10,511 | · | · | 10,511 Direct | · | Acquired | (price as of 2026-10-06) |
| May 19, 2014 | SCHW | A | 4,430 | · | · | 16,406 Direct | +36.99% | Acquired | (price as of 2026-10-06) |
| May 8, 2014 | SCHW | M | 5,244 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| May 8, 2014 | SCHW | S | 5,244 | $26.43 | $138,599 | 131,375 Indirect | -3.84% | Disposed | 266.3% (price as of 2026-10-06) |
| May 8, 2014 | SCHW | M | 5,244 | $9.06 | $47,511 | 136,619 Indirect | +3.99% | Acquired | 968.4% (price as of 2026-10-06) |
| April 1, 2014 | SCHW | A | 4,895 | · | · | 4,895 Direct | · | Acquired | (price as of 2026-10-06) |
| Jan. 22, 2014 | SCHW | G | 6,000 | · | · | 131,375 Indirect | -4.37% | Disposed | (price as of 2026-10-06) |
| Jan. 2, 2014 | SCHW | A | 5,079 | · | · | 5,079 Direct | · | Acquired | (price as of 2026-10-06) |
| Oct. 22, 2013 | SCHW | G | 2,000 | · | · | 137,375 Indirect | -1.43% | Disposed | (price as of 2026-10-06) |
| Oct. 1, 2013 | SCHW | A | 6,285 | · | · | 6,285 Direct | · | Acquired | (price as of 2026-10-06) |
| July 1, 2013 | SCHW | A | 6,075 | · | · | 6,075 Direct | · | Acquired | (price as of 2026-10-06) |
| May 20, 2013 | SCHW | A | 14,345 | · | · | 14,345 Direct | · | Acquired | (price as of 2026-10-06) |
| May 20, 2013 | SCHW | A | 4,683 | · | · | 12,387 Direct | +60.79% | Acquired | (price as of 2026-10-06) |
| May 3, 2013 | SCHW | M | 5,244 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| May 3, 2013 | SCHW | S | 5,244 | $17.38 | $91,141 | 134,146 Indirect | -3.76% | Disposed | 457.0% (price as of 2026-10-06) |
| May 3, 2013 | SCHW | M | 5,244 | $9.31 | $48,822 | 139,390 Indirect | +3.91% | Acquired | 939.7% (price as of 2026-10-06) |
| April 1, 2013 | SCHW | A | 8,085 | · | · | 8,085 Direct | · | Acquired | (price as of 2026-10-06) |
| Jan. 23, 2013 | SCHW | G | 8,000 | · | · | 134,146 Indirect | -5.63% | Disposed | (price as of 2026-10-06) |
| Jan. 2, 2013 | SCHW | A | 9,182 | · | · | 9,182 Direct | · | Acquired | (price as of 2026-10-06) |
| Jan. 2, 2013 | SCHW | M | 2,998 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| Jan. 2, 2013 | SCHW | F | 2,363 | $14.85 | $35,091 | 142,146 Indirect | -1.64% | Disposed | 551.9% (price as of 2026-10-06) |
| Jan. 2, 2013 | SCHW | M | 2,998 | $11.71 | $35,107 | 144,509 Indirect | +2.12% | Acquired | 726.6% (price as of 2026-10-06) |
| Sept. 13, 2012 | SCHW | M | 3,976 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| Sept. 13, 2012 | SCHW | F | 2,410 | $14.12 | $34,029 | 141,511 Indirect | -1.67% | Disposed | 585.6% (price as of 2026-10-06) |
| Sept. 13, 2012 | SCHW | M | 3,976 | $8.56 | $34,035 | 143,921 Indirect | +2.84% | Acquired | 1030.8% (price as of 2026-10-06) |
Showing latest 100 of 190 transactions
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.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| April 21, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $17.38 | May 17, 2020 | 11,082 | Disposed |
| April 1, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $32.96 | April 1, 2030 | 2,770 | Acquired |
| Feb. 13, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $18.62 | April 1, 2020 | 5,364 | Disposed |
| Jan. 2, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $48.23 | Jan. 2, 2030 | 2,861 | Acquired |
| Jan. 2, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $19.78 | Jan. 4, 2020 | 4,800 | Disposed |
| Oct. 1, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $37.76 | Oct. 1, 2029 | 3,464 | Acquired |
| Aug. 21, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $18.54 | Oct. 1, 2019 | 5,093 | Disposed |
| July 1, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $40.76 | July 1, 2029 | 3,435 | Acquired |
| June 4, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $17.23 | July 1, 2019 | 5,299 | Disposed |
| May 17, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $43.21 | May 17, 2029 | 8,584 | Acquired |
| May 16, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $18.00 | May 18, 2019 | 4,356 | Disposed |
| April 16, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $18.00 | May 18, 2019 | 4,000 | Disposed |
| April 1, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $44.13 | April 1, 2029 | 2,964 | Acquired |
| Jan. 2, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $41.58 | Jan. 2, 2029 | 2,726 | Acquired |
| Oct. 1, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $49.55 | Oct. 1, 2028 | 2,511 | Acquired |
| July 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $51.30 | July 2, 2028 | 2,247 | Acquired |
| May 17, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $59.32 | May 17, 2028 | 5,139 | Acquired |
| April 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $50.41 | April 2, 2028 | 2,308 | Acquired |
| Jan. 26, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $16.18 | Jan. 2, 2019 | 5,435 | Disposed |
| Jan. 26, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $15.47 | April 1, 2019 | 5,742 | Disposed |
| Jan. 26, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $22.39 | May 19, 2018 | 7,486 | Disposed |
| Jan. 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $51.44 | Jan. 2, 2028 | 2,402 | Acquired |
| Oct. 2, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $44.04 | Oct. 2, 2027 | 2,921 | Acquired |
| July 3, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $43.48 | July 3, 2027 | 2,870 | Acquired |
| May 18, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $38.33 | May 18, 2027 | 7,165 | Acquired |
| April 25, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $20.14 | May 21, 2017 | 7,823 | Disposed |
| April 3, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $40.57 | April 3, 2027 | 2,826 | Acquired |
| Jan. 3, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $40.20 | Jan. 3, 2027 | 3,032 | Acquired |
| Oct. 3, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $31.48 | Oct. 3, 2026 | 3,835 | Acquired |
| July 1, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $25.11 | July 1, 2026 | 4,516 | Acquired |
| May 19, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $28.96 | May 19, 2026 | 7,866 | Acquired |
| May 18, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $15.17 | May 22, 2016 | 5,244 | Disposed |
| April 1, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $28.38 | April 1, 2026 | 3,798 | Acquired |
| Jan. 4, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $31.98 | Jan. 4, 2026 | 3,844 | Acquired |
| Oct. 1, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $28.55 | Oct. 1, 2025 | 4,210 | Acquired |
| July 1, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $33.12 | July 1, 2025 | 3,705 | Acquired |
| May 15, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $31.21 | May 15, 2025 | 8,548 | Acquired |
| April 1, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $29.93 | April 1, 2025 | 4,010 | Acquired |
| March 26, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $11.04 | May 23, 2015 | 5,244 | Disposed |
| Jan. 2, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $30.22 | Jan. 2, 2025 | 3,994 | Acquired |
| Oct. 1, 2014 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $28.79 | Oct. 1, 2024 | 4,643 | Acquired |
| July 1, 2014 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $27.32 | July 1, 2024 | 4,940 | Acquired |
| May 19, 2014 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $25.01 | May 19, 2024 | 10,511 | Acquired |
| May 8, 2014 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $9.06 | May 17, 2014 | 5,244 | Disposed |
| April 1, 2014 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $27.45 | April 1, 2024 | 4,895 | Acquired |
| Jan. 2, 2014 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $25.82 | Jan. 2, 2024 | 5,079 | Acquired |
| Oct. 1, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $21.38 | Oct. 1, 2023 | 6,285 | Acquired |
| July 1, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $21.38 | July 1, 2023 | 6,075 | Acquired |
| May 20, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $19.21 | May 20, 2023 | 14,345 | Acquired |
| May 3, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $9.31 | May 15, 2013 | 5,244 | Disposed |
| April 1, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $17.38 | April 1, 2023 | 8,085 | Acquired |
| Jan. 2, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $15.08 | Jan. 2, 2023 | 9,182 | Acquired |
| Jan. 2, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $11.71 | Jan. 6, 2013 | 2,998 | Disposed |
| Sept. 13, 2012 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $8.56 | Oct. 1, 2012 | 3,976 | Disposed |
| June 29, 2012 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $10.49 | July 1, 2012 | 2,942 | Disposed |
| May 21, 2012 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.66 | May 21, 2022 | 16,491 | Acquired |
| May 15, 2012 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $11.62 | May 15, 2012 | 12,907 | Disposed |
| April 4, 2012 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $11.71 | April 9, 2012 | 2,992 | Disposed |
| Oct. 3, 2011 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $10.93 | Oct. 3, 2021 | 8,958 | Acquired |
| Sept. 23, 2011 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $9.72 | Sept. 24, 2011 | 13,111 | Disposed |
| July 1, 2011 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $16.72 | July 1, 2021 | 6,085 | Acquired |
| June 30, 2011 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $14.38 | July 6, 2010 | 2,133 | Disposed |
| May 19, 2011 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $17.62 | May 19, 2021 | 11,344 | Acquired |
| April 1, 2011 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $18.51 | April 1, 2021 | 5,612 | Acquired |
| March 25, 2011 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $14.58 | March 29, 2011 | 2,517 | Disposed |
| Jan. 3, 2011 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $17.50 | Jan. 3, 2021 | 5,730 | Acquired |
| Oct. 1, 2010 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $14.13 | Oct. 1, 2020 | 6,945 | Acquired |
| July 1, 2010 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $13.94 | July 1, 2020 | 6,963 | Acquired |
| May 17, 2010 | SCHW | Restricted Stock Units | Common Stock | · | · | 4,817 | Acquired |
| May 17, 2010 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $17.38 | May 17, 2020 | 11,082 | Acquired |
| April 1, 2010 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $18.62 | April 1, 2020 | 5,364 | Acquired |
| Jan. 4, 2010 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $19.78 | Jan. 4, 2020 | 4,800 | Acquired |
| Oct. 1, 2009 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $18.54 | Oct. 1, 2019 | 5,093 | Acquired |
| July 1, 2009 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $17.23 | July 1, 2019 | 5,299 | Acquired |
| May 18, 2009 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $18.00 | May 18, 2019 | 8,356 | Acquired |
| April 1, 2009 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $15.47 | April 1, 2019 | 5,742 | Acquired |
| Jan. 2, 2009 | SCHW | Non-Qualified Stock Option (right to buy) | Common Stock | $16.18 | Jan. 2, 2019 | 5,435 | Acquired |
| May 19, 2008 | SCHW | Non-Qualified Stock Option (right to buy) | Common Stock | $22.39 | May 19, 2018 | 7,486 | Acquired |
| May 21, 2007 | SCHW | Non-Qualified Stock Option (right to buy) | Common Stock | $21.12 | May 21, 2017 | 7,459 | Acquired |
| May 22, 2006 | SCHW | Non-Qualified Stock Option (right to buy) | Common Stock | $15.91 | May 22, 2016 | 5,000 | Acquired |
| May 22, 2006 | SCHW | Non-Qualified Stock Option (right to buy) | Common Stock | $15.91 | May 21, 2016 | 5,000 | Acquired |
| Aug. 1, 2005 | SCHW | Non-Qualified Stock Options (right to buy) | Common Stock | $8.10 | May 15, 2008 | 6,750 | Disposed |
| Aug. 1, 2005 | SCHW | Non-Qualified Stock Options (right to buy) | Common Stock | $5.31 | May 15, 2007 | 10,125 | Disposed |
| May 23, 2005 | SCHW | Non-Qualified Stock Options (right to buy) | Common Stock | $11.58 | May 23, 2015 | 5,000 | Acquired |
| May 17, 2004 | SCHW | Non-Qualified Stock Options (right to buy) | Common Stock | $9.50 | May 15, 2014 | 5,000 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).