Company · Ownership research

SCHWAB CHARLES CORP SCHW

CIK 0000316709

Form 4 transactions dated Nov 1, 2023 to Nov 9, 2026, as reported to the SEC.

Insider trading Initial holdings Institutional holders

This page lists 30 of 71 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 ·

202410 of 30 preview events · 71 available in 2024

Date	Insider	Activity	Trade value (USD)	% of prior holding
Dec 16, 2024	Schwab-Pomerantz Carolyn Director	Sale	$428.10K 5,400 shares sold	0.34% sold Trust holding	▾
Dec 16, 2024	Schwab-Pomerantz Carolyn Director	Sale	$285.44K 3,600 shares sold	0.66% sold Trust holding	▾
Nov 25, 2024	Beatty Jonathan S MD, Head of Advisor Services	Sale10b5-1 footnote	$188.62K 2,300 shares sold	11.29% sold Trust holding	▾
Nov 22, 2024	Murtagh Nigel J Chief Risk Officer	Sale	$1.03M 12,739 shares sold	17.73% sold Direct holding	▾
Nov 18, 2024	DODDS CHRISTOPHER V Director	Sale	$755.98K 9,284 shares sold	2.05% sold Trust holding	▾
Nov 15, 2024	Schwab-Pomerantz Carolyn Director	Sale	$432.21K 5,400 shares sold	0.33% sold Trust holding	▾
Nov 15, 2024	Schwab-Pomerantz Carolyn Director	Sale	$288.08K 3,600 shares sold	0.65% sold Trust holding	▾
Nov 14, 2024	Beatty Jonathan S MD, Head of Advisor Services	Sale10b5-1 footnote	$220.55K 2,700 shares sold	13.00% sold Trust holding	▾
Nov 13, 2024	Ruffel Charles A. Director	Sale	$235.78K 2,998 shares sold	18.17% sold Direct holding	▾
Nov 11, 2024	Beatty Jonathan S MD, Head of Advisor Services	Sale10b5-1 footnote	$192.54K 2,500 shares sold	12.15% sold Trust holding	▾

Showing 30 / 71 record groups in 2024. 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 71 purchase / sale groups and 30 of 140 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.