Company · Ownership research

SCHWAB CHARLES CORP SCHW

CIK 0000316709

Form 4 transactions dated Nov 1, 2023 to Nov 7, 2026, as reported to the SEC.

Insider trading Initial holdings Institutional holders

This page lists 30 of 79 rows; the complete set is available through the API.

Insider filings on file run through Nov 5, 2026.

Insider purchases & sales

Purchased: $4.13M
Sold: $696.38M

Nov 1, 2023 – Nov 5, 2026
Available records · partial months are marked ·

202610 of 30 preview events · 79 available in 2026

Date	Insider	Activity	Trade value (USD)	% of prior holding
Nov 3, 2026	Schwab Charles R. Co-Chairman · Director	Sale	$1.04M 11,675 shares sold	0.02% sold Trust holding	▾
Nov 2, 2026	Hathi Neesha MD, Head Wealth Adv, Bnk, Tst	Sale10b5-1 footnote	$444.62K 5,000 shares sold	46.43% sold Trust holding	▾
Oct 29, 2026	Schwab Charles R. Co-Chairman · Director	Sale	$12.21M 136,400 shares sold	0.26% sold Trust holding	▾
Oct 28, 2026	Schwab Charles R. Co-Chairman · Director	Sale	$5.90M 66,750 shares sold	0.12% sold Trust holding	▾
Oct 1, 2026	Hathi Neesha MD, Head Wealth Adv, Bnk, Tst	Sale10b5-1 footnote	$489.01K 5,000 shares sold	46.43% sold Trust holding	▾
Sep 1, 2026	Hathi Neesha MD, Head Wealth Adv, Bnk, Tst	Sale10b5-1 footnote	$346.43K 3,177 shares sold	35.51% sold Trust holding	▾
Aug 28, 2026	Hathi Neesha MD, Head Wealth Adv, Bnk, Tst	Sale	$343.50K 3,177 shares sold	100.00% sold Trust holding	▾
Aug 28, 2026	Bettinger Walter W Co-Chairman · Director	Sale	$8.25M 74,388 shares sold	10.86% sold Trust holding	▾
Aug 26, 2026	Schwab-Pomerantz Carolyn Director	Sale	$1.00M 9,175 shares sold	0.69% sold Trust holding	▾
Aug 24, 2026	Bettinger Walter W Co-Chairman · Director	Sale	$20.00M 176,210 shares sold	22.40% sold Trust holding	▾

Showing 30 / 79 record groups in 2026. The complete set is available through the API.

SCHWAB CHARLES CORP · SCHW

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The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. For the year shown, this page lists 30 of 79 purchase / sale groups and 30 of 150 other groups; the totals and the monthly series cover the whole window.

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{"action":"list","ticker":"SCHW","transaction_code":["P","S"],"transaction_form_type":"4","page_size":20}

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

Non-cancelled, non-derivative purchase (P) and sale (S) rows dated inside the public window, as reported. Share totals are on today's split-adjusted basis. Includes open-market and private transactions. Data after the latest filing is not asserted complete and is not zero-filled. A grouped event shares filing, transaction date, security, code, direction, ownership bucket and source. Derivative groups also match underlying security, exercise price, exercise/expiration dates and footnote references. Reported rows are retained; P/S price lots can be grouped. Post-transaction balances are never summed.