greeksoup/ stock research
Stock research / United States / SCHW / Insiders

Charles Schwab Corp. insider trading

In twelve months insiders at Charles Schwab bought $1.8M and sold $344M on the open market; 36 of the 93 sales were under plans set months before.

Bought on the open market$1.8M1 purchase
Sold on the open market$344M93 sales
Sales set in advance36 of 93under Rule 10b5-1 plans
Pay taken in stock120 by own choice
New to this? How to read this page
  1. Insiders are the people who run the company: officers, directors and owners of 10% or more. They must report a trade on Form 4 within two business days.
  2. A purchase on the open market is the strongest sign: the insider spent their own money.
  3. A sale under a trading plan (Rule 10b5-1) says little: its dates were fixed months before. Sales outside a plan say more, but insiders sell for many reasons, such as taxes or a house.
  4. Grants, option exercises and shares held back for tax are left out.
  5. What is a Form 4? · Form 4 codes

What kind of trades

1 purchase worth $1.8M against 93 sales worth $344M; 36 of the sales were under plans set months before.

Purchasebought with their own money
Pay in stock, own choiceowed cash, chose shares
Sale outside a planthe insider picked the day
Sale under a plandates fixed months before
Says littlecompany plans, board pay, cash units
Bought
112 says little
Sold
57 outside a plan36 under a plan

Every Form 4 line of the last twelve months, counted by kind. The grades come from the filing itself: whether the insider paid cash, whether a plan set the date, whether pay was taken in stock by choice.

Insider trades on the share price

last twelve months

92 marks over twelve months, each in its grade: solid for the stronger signs, hollow or grey for the ones that say little.

PurchasePay in stock, own choiceSale outside a planSale under a planSays little

The blue line is the daily close over twelve months. Each mark is one insider's trades on one day, on that day's price, sized by dollar value. Solid marks are the stronger signs; hollow and grey marks say little. Hover or tap a mark for who, how much and why.

Trades worth a closer look

A purchase stands out when two or more of these hold: a senior insider, several insiders buying within 90 days, a fall of 10% or more in the three months before, or over $1 million. A sale outside a plan is judged the same way. These are the Feed's rules.

Who traded

dollars, twelve months

12 insiders traded. The most: Schwab Charles R., sale outside a plan $195M.

One row per insider, sold to the left and bought to the right, split by grade: the paler part of a bar is the part that says little.

How it compares

every company on the site

Open-market sales, twelve months

Open-market purchases, twelve months

    The bar ranks every company on the site from the lowest on the left to the highest on the right, in three equal thirds; the small figures under it are the values where each third starts, and the black tick is the middle company. The orange dot is this company; the grey ticks are the other companies in its industry (hover or tap for names). A hatched block is companies tied at none.

    Every Form 4 line

    Purchase: bought on the open market with their own moneyTook pay in stock, own choice: owed cash, chose shares instead; a softer signSale: sold on the open market, not under a plan set in advanceSale, trading plan: under a Rule 10b5-1 plan set up months before, so the date was fixed in advanceGrey lines: plan purchases, pay in stock taken by the whole board or under a company plan, and units paid in cash; they say little about the insider's own view
    TradedInsiderRoleTypeSharesPriceValueFiling
    3 November 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 16% fall over three months · 21% below its one-year high · Form 144 notice 3 November 202611,675$89.21$1.0 millionForm 4
    2 November 2026Hathi Neesha, by TrustMD, Head Wealth Adv, Bnk, TstSaletrading plan set in advance · Form 144 notice 28 August 20265,000$88.92$444,618Form 4
    29 October 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 14% fall over three months · 21% below its one-year high · Form 144 notice 29 October 2026136,400$89.50$12.2 millionForm 4
    28 October 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 15% fall over three months · 22% below its one-year high · Form 144 notice 29 October 202666,750$88.36$5.9 millionForm 4
    1 October 2026Herringer Frank CDirectorTook pay in stockone of 3 insiders the same day · Restricted Stock Units445n/an/aForm 4
    1 October 2026Ellis Stephen ADirectorTook pay in stockone of 3 insiders the same day · Restricted Stock Units369n/an/aForm 4
    1 October 2026Brown Marianne CatherineDirectorTook pay in stockone of 3 insiders the same day · Restricted Stock Units407n/an/aForm 4
    1 October 2026Hathi Neesha, by TrustMD, Head Wealth Adv, Bnk, TstSaletrading plan set in advance · Form 144 notice 28 August 20265,000$97.80$489,007Form 4
    1 September 2026Hathi Neesha, by TrustMD, Head Wealth Adv, Bnk, TstSaletrading plan set in advance · Form 144 notice 28 August 20263,177$109.04$346,428Form 4
    28 August 2026Bettinger Walter W, by Family TrustCo-ChairmanSaleafter a 26% rise over three months · 3% below its one-year high · Form 144 notice 28 August 202674,388$110.91$8.3 millionForm 4
    28 August 2026Hathi Neesha, by TrustMD, Head Wealth Adv, Bnk, TstSaletrading plan set in advance · Form 144 notice 28 August 20263,177$108.12$343,498Form 4
    26 August 2026Schwab-Pomerantz Carolyn, by TrustDirectorSaleafter a 28% rise over three months · 4% below its one-year high · Form 144 notice 26 August 20269,175$109.25$1.0 millionForm 4
    24 August 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 26% rise over three months · at its one-year high · Form 144 notice 24 August 2026117,000$113.20$13.2 millionForm 4
    24 August 2026Bettinger Walter W, by Family TrustCo-ChairmanSaleafter a 26% rise over three months · at its one-year high · Form 144 notice 24 August 2026176,210$113.49$20.0 millionForm 4
    17 August 2026Beatty Jonathan S, by TrustMD, Head of Advisor ServicesSaleafter a 20% rise over three months · at its one-year high · Form 144 notice 17 August 20261,000$111.33$111,330Form 4
    14 August 2026Craig Jonathan M., by TrustMD, Head of Retail InvestingSaletrading plan set in advance · Form 144 notice 5 August 202621,866$111.03$2.4 millionForm 4
    13 August 2026Howard DennisMD, Chief Tech, OPS & Data OffSaletrading plan set in advance · Form 144 notice 13 August 20262,198$110.00$241,780Form 4
    12 August 2026Schwab Charles R., by Limited PartnershipCo-ChairmanSaleafter a 20% rise over three months · at its one-year high · Form 144 notice 13 August 202646,410$108.18$5.0 millionForm 4
    11 August 2026Schwab Charles R., by Limited PartnershipCo-ChairmanSaleafter a 19% rise over three months · at its one-year high · Form 144 notice 12 August 202646,445$107.78$5.0 millionForm 4
    10 August 2026Murtagh Nigel JChief Risk OfficerSaletrading plan set in advance · Form 144 notice 27 July 202624,778$109.01$2.7 millionForm 4
    7 August 2026Sneed Paula A, by TrustDirectorSaleafter a 21% rise over three months · at its one-year high · Form 144 notice 7 August 20265,263$107.15$563,954Form 4
    6 August 2026Murtagh Nigel JChief Risk OfficerSaletrading plan set in advance · Form 144 notice 27 July 20261,897$109.00$206,776Form 4
    5 August 2026Schwab-Pomerantz Carolyn, by TrustDirectorSaleafter a 17% rise over three months · at its one-year high · Form 144 notice 5 August 202618,561$107.70$2.0 millionForm 4
    5 August 2026Craig Jonathan M., by TrustMD, Head of Retail InvestingSaletrading plan set in advance · Form 144 notice 5 August 202621,750$107.02$2.3 millionForm 4
    4 August 2026Schwab-Pomerantz Carolyn, by TrustDirectorSaleafter a 15% rise over three months · at its one-year high · Form 144 notice 5 August 202622,640$106.36$2.4 millionForm 4
    4 August 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 15% rise over three months · at its one-year high · Form 144 notice 4 August 202647,650$106.08$5.1 millionForm 4
    3 August 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 16% rise over three months · at its one-year high · Form 144 notice 4 August 202695,250$105.52$10.1 millionForm 4
    29 July 2026Schwab Charles R., by Limited PartnershipCo-ChairmanSaleafter a 15% rise over three months · 3% below its one-year high · Form 144 notice 29 July 202695,450$105.82$10.1 millionForm 4
    28 July 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 17% rise over three months · at its one-year high · Form 144 notice 29 July 202648,000$105.60$5.1 millionForm 4
    28 July 2026Schwab-Pomerantz Carolyn, by TrustDirectorSaleafter a 17% rise over three months · at its one-year high · Form 144 notice 28 July 202622,650$105.71$2.4 millionForm 4
    28 July 2026Howard DennisMD, Chief Tech, OPS & Data OffSaletrading plan set in advance · Form 144 notice 28 July 202628,000$105.01$2.9 millionForm 4
    28 July 2026Bettinger Walter W, by Family TrustCo-ChairmanSaleafter a 17% rise over three months · at its one-year high · Form 144 notice 28 July 202642,265$103.86$4.4 millionForm 4
    28 July 2026Bettinger Walter W, by Family TrustCo-ChairmanSaleafter a 17% rise over three months · at its one-year high · Form 144 notice 28 July 202638,263$105.18$4.0 millionForm 4
    28 July 2026Bettinger Walter W, by Family TrustCo-ChairmanSaleafter a 17% rise over three months · at its one-year high · Form 144 notice 28 July 202612,880$105.56$1.4 millionForm 4
    27 July 2026Bettinger Walter W, by Family TrustCo-ChairmanSaleafter a 15% rise over three months · 3% below its one-year high · Form 144 notice 28 July 2026192,488$103.90$20.0 millionForm 4
    27 July 2026Murtagh Nigel JChief Risk OfficerSaletrading plan set in advance · Form 144 notice 27 July 202621,947$104.00$2.3 millionForm 4
    27 July 2026Murtagh Nigel JChief Risk OfficerSaletrading plan set in advance · Form 144 notice 27 July 202611,000$104.03$1.1 millionForm 4
    24 July 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 15% rise over three months · 5% below its one-year high · Form 144 notice 24 July 202645,500$101.72$4.6 millionForm 4
    23 July 2026Morgan Peter J. IiiGeneral CounselSaleafter a 14% rise over three months · 5% below its one-year high · Form 144 notice 23 July 20266,952$102.03$709,341Form 4
    21 July 2026Murtagh Nigel JChief Risk OfficerSaletrading plan set in advance · Form 144 notice 21 July 20264,053$104.14$422,069Form 4
    21 July 2026Beatty Jonathan S, by TrustMD, Head of Advisor ServicesSaletrading plan set in advance · Form 144 notice 2 July 20262,000$104.21$208,411Form 4
    7 July 2026Craig Jonathan M., by TrustMD, Head of Retail InvestingSaletrading plan set in advance · Form 144 notice 14 April 202621,750$102.01$2.2 millionForm 4
    7 July 2026Beatty Jonathan S, by TrustMD, Head of Advisor ServicesSaletrading plan set in advance · Form 144 notice 2 July 20262,000$102.01$204,018Form 4
    6 July 2026Beatty Jonathan S, by TrustMD, Head of Advisor ServicesSaletrading plan set in advance · Form 144 notice 2 July 20262,000$100.01$200,015Form 4
    2 July 2026Beatty Jonathan S, by TrustMD, Head of Advisor ServicesSaletrading plan set in advance · Form 144 notice 2 July 20262,000$97.03$194,059Form 4
    1 July 2026Ellis Stephen ADirectorTook pay in stockone of 3 insiders the same day · Restricted Stock Units379n/an/aForm 4
    1 July 2026Herringer Frank CDirectorTook pay in stockone of 3 insiders the same day · Restricted Stock Units457n/an/aForm 4
    1 July 2026Brown Marianne CatherineDirectorTook pay in stockone of 3 insiders the same day · Restricted Stock Units418n/an/aForm 4
    28 May 2026Wurster Richard APresident & CEOPurchaseafter a 12% fall over three months · 20% below its one-year high21,959$84.23$1.8 millionForm 4
    19 May 2026Schwab Charles R., by Limited PartnershipCo-ChairmanSaleafter a 1% fall over three months · 14% below its one-year high · Form 144 notice 19 May 202627,500$92.22$2.5 millionForm 4
    18 May 2026Schwab Charles R., by Limited PartnershipCo-ChairmanSaleafter a 1% fall over three months · 14% below its one-year high · Form 144 notice 19 May 202627,500$92.40$2.5 millionForm 4
    13 May 2026Sarin Arun, by TrustDirectorSaleafter a 4% fall over three months · 15% below its one-year high · Form 144 notice 13 May 20262,500$91.16$227,910Form 4
    6 May 2026Schwab Charles R., by Limited PartnershipCo-ChairmanSaleafter a 11% fall over three months · 14% below its one-year high · Form 144 notice 6 May 2026109,300$92.01$10.1 millionForm 4
    5 May 2026Schwab-Pomerantz Carolyn, by TrustDirectorSaleafter a 11% fall over three months · 14% below its one-year high · Form 144 notice 5 May 20269,910$92.29$914,610Form 4
    4 May 2026Schwab Charles R., by Limited PartnershipCo-ChairmanSaleafter a 13% fall over three months · 15% below its one-year high · Form 144 notice 4 May 2026109,300$91.50$10.0 millionForm 4
    1 May 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 12% fall over three months · 15% below its one-year high · Form 144 notice 1 May 202655,000$91.86$5.1 millionForm 4
    30 April 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 11% fall over three months · 15% below its one-year high · Form 144 notice 1 May 202650,000$91.81$4.6 millionForm 4
    29 April 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 12% fall over three months · 15% below its one-year high · Form 144 notice 30 April 202663,743$90.49$5.8 millionForm 4
    28 April 2026Herringer Frank C, by TrustDirectorSaleafter a 12% fall over three months · 15% below its one-year high · Form 144 notice 28 April 20262,520$90.60$228,314Form 4
    27 April 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 12% fall over three months · 15% below its one-year high · Form 144 notice 27 April 202636,450$90.00$3.3 millionForm 4
    23 April 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 15% fall over three months · 17% below its one-year high · Form 144 notice 23 April 202636,450$90.50$3.3 millionForm 4
    15 April 2026Woolway Paul V, by TrustMD, Chief Banking OfficerSaletrading plan set in advance · Form 144 notice 3 March 20267,941$100.00$794,137Form 4
    14 April 2026Woolway Paul V, by TrustMD, Chief Banking OfficerSaletrading plan set in advance · Form 144 notice 3 March 20267,942$98.00$778,342Form 4
    14 April 2026Craig Jonathan M., by TrustMD, Head of Retail InvestingSaletrading plan set in advance · Form 144 notice 14 April 202621,750$99.00$2.2 millionForm 4
    14 April 2026Murtagh Nigel JChief Risk OfficerSaletrading plan set in advance · Form 144 notice 14 April 202641,297$99.00$4.1 millionForm 4
    1 April 2026Brown Marianne CatherineDirectorTook pay in stockone of 3 insiders the same day · Restricted Stock Units434n/an/aForm 4
    1 April 2026Herringer Frank CDirectorTook pay in stockone of 3 insiders the same day · Restricted Stock Units474n/an/aForm 4
    1 April 2026Ellis Stephen ADirectorTook pay in stockone of 3 insiders the same day · Restricted Stock Units393n/an/aForm 4
    3 March 2026Murtagh Nigel JChief Risk OfficerSaletrading plan set in advance · Form 144 notice 3 March 20264,463$94.43$421,429Form 4
    3 March 2026Murtagh Nigel JChief Risk OfficerSaletrading plan set in advance · Form 144 notice 3 March 20262,740$94.90$260,024Form 4
    3 March 2026Craig Jonathan M., by TrustMD, Head of Investor ServicesSaletrading plan set in advance · Form 144 notice 3 March 20269,032$94.42$852,818Form 4
    3 March 2026Craig Jonathan M., by TrustMD, Head of Investor ServicesSaletrading plan set in advance · Form 144 notice 3 March 20265,449$94.89$517,079Form 4
    3 March 2026Howard DennisMD, Chief Tech, OPS & Data OffSaletrading plan set in advance · Form 144 notice 3 March 20266,269$94.43$591,992Form 4
    3 March 2026Howard DennisMD, Chief Tech, OPS & Data OffSaletrading plan set in advance · Form 144 notice 3 March 20263,839$94.88$364,236Form 4
    3 March 2026Woolway Paul V, by TrustMD, Chief Banking OfficerSaletrading plan set in advance · Form 144 notice 3 March 20263,626$94.41$342,347Form 4
    3 March 2026Woolway Paul V, by TrustMD, Chief Banking OfficerSaletrading plan set in advance · Form 144 notice 3 March 20262,500$94.89$237,226Form 4
    2 March 2026Woolway Paul V, by TrustMD, Chief Banking OfficerSaletrading plan set in advance · Form 144 notice 3 March 20267,942$94.23$748,375Form 4
    2 March 2026Woolway Paul V, by TrustMD, Chief Banking OfficerSaletrading plan set in advance · Form 144 notice 3 March 20267,942$96.00$762,442Form 4
    27 February 2026Beatty Jonathan S, by TrustMD, Head of Advisor ServicesSaleafter a 3% rise over three months · 11% below its one-year high · Form 144 notice 27 February 20262,030$95.30$193,454Form 4
    26 February 2026Ellis Stephen A, by TrustDirectorSaleafter a 6% rise over three months · 9% below its one-year high · Form 144 notice 26 February 202610,725$96.57$1.0 millionForm 4
    25 February 2026Howard DennisMD, Chief Tech, OPS & Data OffSaletrading plan set in advance · Form 144 notice 25 February 202627,903$95.02$2.7 millionForm 4
    10 February 2026Schwab Charles R., by Limited PartnershipCo-ChairmanSaleafter a 3% rise over three months · 7% below its one-year high · Form 144 notice 10 February 202632,413$105.58$3.4 millionForm 4
    9 February 2026Schwab Charles R., by Limited PartnershipCo-ChairmanSaleafter a 12% rise over three months · at its one-year high · Form 144 notice 10 February 2026126,200$106.55$13.4 millionForm 4
    6 February 2026Bettinger Walter W, by Family TrustCo-ChairmanSaleafter a 10% rise over three months · at its one-year high · Form 144 notice 4 February 202667,514$104.25$7.0 millionForm 4
    6 February 2026Dodds Christopher V, by TrustDirectorSaleafter a 10% rise over three months · at its one-year high · Form 144 notice 6 February 202611,825$104.55$1.2 millionForm 4
    4 February 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 11% rise over three months · at its one-year high · Form 144 notice 4 February 202667,975$103.81$7.1 millionForm 4
    4 February 2026Bettinger Walter W, by Family TrustCo-ChairmanSaleafter a 11% rise over three months · at its one-year high · Form 144 notice 4 February 202694,948$104.25$9.9 millionForm 4
    3 February 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 11% rise over three months · at its one-year high · Form 144 notice 4 February 202696,625$103.74$10.0 millionForm 4
    3 February 2026Bettinger Walter W, by Family TrustCo-ChairmanSaleafter a 11% rise over three months · at its one-year high · Form 144 notice 4 February 2026141,033$103.85$14.6 millionForm 4
    3 February 2026Bettinger Walter W, by Family TrustCo-ChairmanSaleafter a 11% rise over three months · at its one-year high · Form 144 notice 4 February 202621,429$104.24$2.2 millionForm 4
    2 February 2026Morgan Peter J. IiiGeneral CounselSaleafter a 13% rise over three months · at its one-year high · Form 144 notice 2 February 20267,595$104.38$792,796Form 4
    29 January 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 10% rise over three months · at its one-year high · Form 144 notice 29 January 2026145,650$103.16$15.0 millionForm 4
    28 January 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 9% rise over three months · at its one-year high · Form 144 notice 29 January 202644,962$103.20$4.6 millionForm 4
    28 January 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 9% rise over three months · at its one-year high · Form 144 notice 29 January 202626,475$103.22$2.7 millionForm 4
    26 January 2026Schwab Charles R., by TrustCo-ChairmanSaleafter a 9% rise over three months · at its one-year high · Form 144 notice 26 January 2026134,895$103.09$13.9 millionForm 4
    22 January 2026Schwab-Pomerantz Carolyn, by TrustDirectorSaleafter a 10% rise over three months · at its one-year high · Form 144 notice 22 January 202619,050$105.25$2.0 millionForm 4
    22 January 2026Schwab-Pomerantz Carolyn, by TrustDirectorSaleafter a 10% rise over three months · at its one-year high · Form 144 notice 22 January 20269,525$105.19$1.0 millionForm 4
    22 January 2026Schwab-Pomerantz Carolyn, by TrustDirectorSaleafter a 10% rise over three months · at its one-year high · Form 144 notice 22 January 20269,525$105.17$1.0 millionForm 4
    22 January 2026Schwab-Pomerantz Carolyn, by Spouse as TrusteeDirectorSaleafter a 10% rise over three months · at its one-year high · Form 144 notice 22 January 20264,765$105.02$500,400Form 4
    22 January 2026Beatty Jonathan S, by TrustMD, Head of Advisor ServicesSaletrading plan set in advance · Form 144 notice 23 December 20252,000$105.00$210,003Form 4
    2 January 2026Brown Marianne CatherineDirectorTook pay in stockone of 3 insiders the same day · Restricted Stock Units394n/an/aForm 4
    2 January 2026Herringer Frank CDirectorTook pay in stockone of 3 insiders the same day · Restricted Stock Units431n/an/aForm 4
    2 January 2026Ellis Stephen ADirectorTook pay in stockone of 3 insiders the same day · Restricted Stock Units357n/an/aForm 4
    23 December 2025Beatty Jonathan S, by TrustMD, Head of Advisor ServicesSaletrading plan set in advance · Form 144 notice 23 December 20252,000$102.01$204,022Form 4
    12 November 2025Beatty Jonathan S, by TrustMD, Head of Advisor ServicesSaletrading plan set in advance3,072$98.00$301,056Form 4
    7 November 2025Craig Jonathan M., by TrustMD, Head of Investor ServicesSaleafter a 2% fall over three months · 4% below its one-year high35,188$95.35$3.4 millionForm 4
    A filing with several lines appears once per line.
    Read morePay taken in stock by the insider's own choice has the filing's footnote, word for word, in the note under it; for the others, hold the pointer on the type. An award filed at no price shows n/a.