Charles Schwab Corp. planned insider sales
In the last twelve months insiders at Charles Schwab Corp. filed 68 Form 144 notices of planned sales, 3.7 million shares worth $380.8 million at the time of filing, from 15 sellers. The latest, filed 3 November 2026: Schwab Charles R. (officer, director), 11,675 shares worth $1.0 million, planned for around 3 November 2026 through THE CHARLES SCHWAB CORPORATION.
| Filed | Seller | Relationship | Shares | Value | Planned sale | Sold, per Form 4 | Broker | How acquired | Filing |
|---|---|---|---|---|---|---|---|---|---|
| 3 November 2026 | Schwab Charles R. | Officer, Director | 11,675 | $1.0 million | 3 November 2026 | 11,675 shares from 3 November 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 29 October 2026 | Schwab Charles R. | Officer, Director | 67,050 | $6.0 million | 29 October 2026 | None on Form 4 yet | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 29 October 2026 | Schwab Charles R. | Officer, Director | 69,350 | $6.2 million | 29 October 2026 | 203,150 shares from 28 October 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 28 October 2026 | Schwab Charles R. | Officer, Director | 66,750 | $5.9 million | 28 October 2026 | None on Form 4 yet | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 28 August 2026 | Hathi Neesha | Officer | 16,354 | $1.8 million | 28 August 2026 | 16,354 shares from 28 August 2026 | THE CHARLES SCHWAB CORPORATION | STOCK OPTIONS EX/SELL | Form 144 |
| 28 August 2026 | Bettinger Walter W | Director | 74,388 | $8.3 million | 28 August 2026 | 74,388 shares from 28 August 2026 | THE CHARLES SCHWAB CORPORATION | STOCK OPTION EX / SELL | Form 144 |
| 26 August 2026 | Schwab-Pomerantz Carolyn | Director | 9,175 | $1.0 million | 26 August 2026 | 9,175 shares from 26 August 2026 | THE CHARLES SCHWAB CORPORATION | GIFT | Form 144 |
| 24 August 2026 | Schwab Charles R. | Officer, Director | 117,000 | $13.3 million | 24 August 2026 | 117,000 shares from 24 August 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 24 August 2026 | Bettinger Walter W | Director | 176,210 | $20.0 million | 24 August 2026 | 176,210 shares from 24 August 2026 | THE CHARLES SCHWAB CORPORATION | STOCK OPTION EX / SELL | Form 144 |
| 17 August 2026 | Beatty Jonathan S | Officer | 1,000 | $111,000 | 17 August 2026 | 1,000 shares from 17 August 2026 | THE CHARLES SCHWAB CORPORATION | RSU / AWARD | Form 144 |
| 14 August 2026 | Schwab Charles R. | Officer, Director | 90,500 | $10.0 million | 14 August 2026 | None on Form 4 yet | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 13 August 2026 | Howard Dennis | Officer | 2,198 | $241,780 | 13 August 2026 | 2,198 shares from 13 August 2026 | THE CHARLES SCHWAB CORPORATION | RSU NET SHARES | Form 144 |
| 13 August 2026 | Schwab Charles R. | Officer, Director | 91,325 | $10.0 million | 14 August 2026 | 46,410 shares from 12 August 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 12 August 2026 | Schwab Charles R. | Officer, Director | 46,410 | $5.0 million | 12 August 2026 | 46,445 shares from 11 August 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 11 August 2026 | Schwab Charles R. | Officer, Director | 46,445 | $5.0 million | 11 August 2026 | None on Form 4 yet | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 7 August 2026 | Sneed Paula A | Director | 5,263 | $563,943 | 7 August 2026 | 5,263 shares from 7 August 2026 | THE CHARLES SCHWAB CORPORATION | RSU NET SHS ACQUIRED ON: 5/15/06 & 5/17/07 | Form 144 |
| 5 August 2026 | Schwab-Pomerantz Carolyn | Director | 18,561 | $2.0 million | 5 August 2026 | 41,201 shares from 4 August 2026 | THE CHARLES SCHWAB CORPORATION | GIFT | Form 144 |
| 5 August 2026 | Craig Jonathan M. | Officer | 56,740 | $6.3 million | 5 August 2026 | 43,616 shares from 5 August 2026 | THE CHARLES SCHWAB CORPORATION | STOCK OPTION EX | Form 144 |
| 4 August 2026 | Schwab-Pomerantz Carolyn | Director | 22,640 | $2.4 million | 4 August 2026 | No matching Form 4 sale | THE CHARLES SCHWAB CORPORATION | GIFT | Form 144 |
| 4 August 2026 | Schwab Charles R. | Officer, Director | 47,650 | $5.0 million | 4 August 2026 | 142,900 shares from 3 August 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 3 August 2026 | Schwab Charles R. | Officer, Director | 95,250 | $10.0 million | 3 August 2026 | No matching Form 4 sale | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 29 July 2026 | Schwab Charles R. | Officer, Director | 95,450 | $10.1 million | 29 July 2026 | 143,450 shares from 28 July 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 28 July 2026 | Woolway Paul V | Officer | 10,131 | $1.1 million | 28 July 2026 | No matching Form 4 sale | THE CHARLES SCHWAB CORPORATION | STOCK OPTION EXERCISE AND SELLS | Form 144 |
| 28 July 2026 | Schwab-Pomerantz Carolyn | Director | 22,650 | $2.4 million | 28 July 2026 | 22,650 shares from 28 July 2026 | THE CHARLES SCHWAB CORPORATION | GIFT | Form 144 |
| 28 July 2026 | Schwab Charles R. | Officer, Director | 48,000 | $5.0 million | 28 July 2026 | No matching Form 4 sale | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 28 July 2026 | Howard Dennis | Officer | 56,000 | $6.2 million | 28 July 2026 | 28,000 shares from 28 July 2026 | THE CHARLES SCHWAB CORPORATION | STOCK OPTION EX/SELL | Form 144 |
| 28 July 2026 | Bettinger Walter W | Director | 93,408 | $9.7 million | 28 July 2026 | 285,896 shares from 27 July 2026 | THE CHARLES SCHWAB CORPORATION | STOCK OPTION EX / SELL | Form 144 |
| 27 July 2026 | Murtagh Nigel J | Officer | 11,000 | $1.1 million | 27 July 2026 | 59,622 shares from 27 July 2026 | THE CHARLES SCHWAB CORPORATION | VARIOUS METHODS & DATES AQUIRED BETWEEN: 4/16/19 - 8/23/24 | Form 144 |
| 27 July 2026 | Bettinger Walter W | Director | 192,488 | $20.0 million | 27 July 2026 | No matching Form 4 sale | THE CHARLES SCHWAB CORPORATION | STOCK OPTION EX | Form 144 |
| 24 July 2026 | Schwab Charles R. | Officer, Director | 45,500 | $4.5 million | 24 July 2026 | 45,500 shares from 24 July 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 23 July 2026 | Morgan Peter J. III | Officer | 6,952 | $708,409 | 23 July 2026 | 6,952 shares from 23 July 2026 | THE CHARLES SCHWAB CORPORATION | RSU | Form 144 |
| 21 July 2026 | Murtagh Nigel J | Officer | 52,675 | $5.6 million | 21 July 2026 | 4,053 shares from 21 July 2026 | THE CHARLES SCHWAB CORPORATION | STOCK OPTION EX | Form 144 |
| 2 July 2026 | Beatty Jonathan S | Officer | 8,000 | $806,059 | 2 July 2026 | 8,000 shares from 2 July 2026 | THE CHARLES SCHWAB CORPORATION | RSU / AWARD | Form 144 |
| 19 May 2026 | Schwab Charles R. | Officer, Director | 27,500 | $2.5 million | 19 May 2026 | 55,000 shares from 18 May 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 18 May 2026 | Schwab Charles R. | Officer, Director | 27,500 | $2.5 million | 18 May 2026 | No matching Form 4 sale | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 13 May 2026 | Sarin Arun | Director | 2,500 | $227,910 | 13 May 2026 | 2,500 shares from 13 May 2026 | Charles Schwab & Co., Inc. | OPTION EXERCISE | Form 144 |
| 6 May 2026 | Schwab Charles R. | Officer, Director | 109,300 | $10.1 million | 6 May 2026 | 109,300 shares from 6 May 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 5 May 2026 | Schwab-Pomerantz Carolyn | Director | 9,910 | $914,609 | 5 May 2026 | 9,910 shares from 5 May 2026 | THE CHARLES SCHWAB CORPORATION | OPTION EXERCISE | Form 144 |
| 4 May 2026 | Schwab Charles R. | Officer, Director | 109,300 | $10.0 million | 4 May 2026 | 109,300 shares from 4 May 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 1 May 2026 | Schwab Charles R. | Officer, Director | 55,000 | $5.1 million | 1 May 2026 | 105,000 shares from 30 April 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 30 April 2026 | Schwab Charles R. | Officer, Director | 50,000 | $4.6 million | 30 April 2026 | 63,743 shares from 29 April 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 29 April 2026 | Schwab Charles R. | Officer, Director | 63,743 | $5.7 million | 29 April 2026 | No matching Form 4 sale | THE CHARLES SCHWAB CORPORATION | RSU NET SHS ACQUIRED ON: 3/1/25 & 3/1/26 | Form 144 |
| 28 April 2026 | Herringer Frank C | Director | 2,520 | $228,313 | 28 April 2026 | 2,520 shares from 28 April 2026 | THE CHARLES SCHWAB CORPORATION | STOCK OPTION EXERCISE | Form 144 |
| 27 April 2026 | Schwab Charles R. | Officer, Director | 36,450 | $3.3 million | 27 April 2026 | 36,450 shares from 27 April 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 23 April 2026 | Schwab Charles R. | Officer, Director | 36,450 | $3.3 million | 23 April 2026 | 36,450 shares from 23 April 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 14 April 2026 | Craig Jonathan M. | Officer | 87,116 | $9.1 million | 14 April 2026 | 43,500 shares from 14 April 2026 | THE CHARLES SCHWAB CORPORATION | STOCK OPTION EX | Form 144 |
| 14 April 2026 | Murtagh Nigel J | Officer | 93,972 | $9.7 million | 14 April 2026 | 41,297 shares from 14 April 2026 | THE CHARLES SCHWAB CORPORATION | STOCK OPTION EX | Form 144 |
| 3 March 2026 | Woolway Paul V | Officer | 6,126 | $579,030 | 3 March 2026 | 37,893 shares from 2 March 2026 | THE CHARLES SCHWAB CORPORATION | RSU VESTING | Form 144 |
| 3 March 2026 | Murtagh Nigel J | Officer | 7,203 | $682,196 | 3 March 2026 | 7,203 shares from 3 March 2026 | THE CHARLES SCHWAB CORPORATION | RSU VESTING | Form 144 |
| 3 March 2026 | Howard Dennis | Officer | 10,108 | $956,809 | 3 March 2026 | 10,108 shares from 3 March 2026 | THE CHARLES SCHWAB CORPORATION | RSU VESTING | Form 144 |
| 3 March 2026 | Craig Jonathan M. | Officer | 14,481 | $1.4 million | 3 March 2026 | 14,481 shares from 3 March 2026 | THE CHARLES SCHWAB CORPORATION | RSU VESTING | Form 144 |
| 2 March 2026 | Woolway Paul V | Officer | 41,898 | $4.2 million | 2 March 2026 | No matching Form 4 sale | THE CHARLES SCHWAB CORPORATION | STOCK OPTION EXERCISE AND SELLS | Form 144 |
| 27 February 2026 | Beatty Jonathan S | Officer | 2,030 | $193,454 | 27 February 2026 | 2,030 shares from 27 February 2026 | THE CHARLES SCHWAB CORPORATION | RSU ACQUIRED ON: 3/1/24 & 11/2/24 | Form 144 |
| 26 February 2026 | Ellis Stephen A | Director | 10,725 | $1.0 million | 26 February 2026 | 10,725 shares from 26 February 2026 | Charles Schwab & Co., Inc. | STOCK OPTION EX/HOLD'S ACQUIRED ON:12/18/24, 8/22/25, 9/23/25, 12/16/25 | Form 144 |
| 25 February 2026 | Howard Dennis | Officer | 55,903 | $5.6 million | 25 February 2026 | 27,903 shares from 25 February 2026 | THE CHARLES SCHWAB CORPORATION | STOCK OPTION EXERCISE | Form 144 |
| 10 February 2026 | Schwab Charles R. | Officer, Director | 32,413 | $3.4 million | 10 February 2026 | 158,613 shares from 9 February 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 9 February 2026 | Schwab Charles R. | Officer, Director | 126,200 | $13.4 million | 9 February 2026 | No matching Form 4 sale | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 6 February 2026 | Dodds Christopher V | Director | 11,825 | $1.2 million | 6 February 2026 | 11,825 shares from 6 February 2026 | THE CHARLES SCHWAB CORPORATION | STOCK OPTION | Form 144 |
| 4 February 2026 | Schwab Charles R. | Officer, Director | 71,975 | $7.5 million | 4 February 2026 | 164,600 shares from 3 February 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 4 February 2026 | Bettinger Walter W | Director | 162,462 | $16.9 million | 4 February 2026 | 324,924 shares from 3 February 2026 | THE CHARLES SCHWAB CORPORATION | STOCK OPTION EX | Form 144 |
| 3 February 2026 | Schwab Charles R. | Officer, Director | 96,625 | $10.0 million | 3 February 2026 | No matching Form 4 sale | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 3 February 2026 | Bettinger Walter W | Director | 162,462 | $16.9 million | 3 February 2026 | No matching Form 4 sale | THE CHARLES SCHWAB CORPORATION | STOCK OPTION EX | Form 144 |
| 2 February 2026 | Morgan Peter J. III | Officer | 7,595 | $792,796 | 2 February 2026 | 7,595 shares from 2 February 2026 | THE CHARLES SCHWAB CORPORATION | STOCK OPTION | Form 144 |
| 29 January 2026 | Schwab Charles R. | Officer, Director | 145,650 | $15.0 million | 29 January 2026 | 217,087 shares from 28 January 2026 | THE CHARLES SCHWAB CORPORATION | LEVERAGED BUYOUT | Form 144 |
| 28 January 2026 | Schwab Charles R. | Officer, Director | 71,437 | $7.4 million | 28 January 2026 | No matching Form 4 sale | THE CHARLES SCHWAB CORPORATION | VARIOUS METHODS & DATES | Form 144 |
| 26 January 2026 | Schwab Charles R. | Officer, Director | 134,895 | $13.9 million | 26 January 2026 | 134,895 shares from 26 January 2026 | THE CHARLES SCHWAB CORPORATION | STOCK OPTION EXERCISE | Form 144 |
| 22 January 2026 | Schwab-Pomerantz Carolyn | Director | 42,865 | $4.5 million | 22 January 2026 | 42,865 shares from 22 January 2026 | THE CHARLES SCHWAB CORPORATION | GIFT | Form 144 |
| 23 December 2025 | Beatty Jonathan S | Officer | 4,000 | $414,020 | 23 December 2025 | 4,000 shares from 23 December 2025 | THE CHARLES SCHWAB CORPORATION | STOCK OPTION EXERCISE | Form 144 |
A Form 144 is the notice an insider files with the SEC before selling restricted or control shares over the Rule 144 thresholds; it says what may be sold, not what was.