SCHWAB CHARLES CORP ($SCHW) Insider Transactions

Last updated: 2026-04-03 13:06 UTC | Total transactions: 732

In the last 12 months, insiders at SCHWAB CHARLES CORP ($SCHW) filed 732 transactions with the SEC: 16 open-market purchases totaling $10,486,262 and 227 sales totaling $559,416,864. Net insider sentiment: net selling.

SCHWAB CHARLES CORP operates in the Security brokers, dealers & flotation companies industry (Finance or office of crypto assets sector).

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Recent Insider Transactions

Transaction Date Insider Name Title Transaction Type Security Shares Price Shares Owned Following Total Shares Outstanding % of Owned % of Outstanding
April 1, 2026 Brown Marianne Catherine Director A Restricted Stock Units 434 $0.00 7,823.6700 2,074,000,000 5.87% 0.00%
April 1, 2026 Ellis Stephen A Director A Restricted Stock Units 393 $0.00 12,851.9800 2,074,000,000 3.15% 0.00%
April 1, 2026 HERRINGER FRANK C Director A Restricted Stock Units 474 $0.00 151,757.2400 2,074,000,000 0.31% 0.00%
April 1, 2026 Ruffel Charles A. Director A Nonqualified Stock Option (right to buy) 1286 $0.00 1,286.0000 2,074,000,000 9999.99% 0.00%
March 24, 2026 Ellis Stephen A Director M Nonqualified Stock Option (right to buy) 7866 $7866.00 0.0000 2,074,000,000 100.00% 0.00%
March 24, 2026 Ellis Stephen A Director M Common Stock 1899 $28.38 103,987.5296 2,074,000,000 1.86% 0.00%
March 24, 2026 Ellis Stephen A Director M Common Stock 7866 $28.96 103,987.5296 2,074,000,000 8.18% 0.00%
March 24, 2026 Ellis Stephen A Director M Nonqualified Stock Option (right to buy) 1899 $1899.00 0.0000 2,074,000,000 100.00% 0.00%
March 3, 2026 Murtagh Nigel J Chief Risk Officer S Common Stock 2740 $94.90 60,456.4846 2,074,000,000 4.34% 0.00%
March 3, 2026 Howard Dennis MD, Chief Tech, OPS & Data Off S Common Stock 3839 $94.88 10,470.0000 2,074,000,000 26.83% 0.00%
March 3, 2026 Howard Dennis MD, Chief Tech, OPS & Data Off S Common Stock 6269 $94.43 14,309.0000 2,074,000,000 30.46% 0.00%
March 3, 2026 Craig Jonathan M. MD, Head of Investor Services S Common Stock 5449 $94.89 0.0000 2,074,000,000 100.00% 0.00%
March 3, 2026 Murtagh Nigel J Chief Risk Officer S Common Stock 4463 $94.43 63,196.4846 2,074,000,000 6.60% 0.00%
March 3, 2026 Craig Jonathan M. MD, Head of Investor Services S Common Stock 9032 $94.42 5,449.0000 2,074,000,000 62.37% 0.00%
March 2, 2026 Beatty Jonathan S MD, Head of Advisor Services A Nonqualified Stock Option (right to buy) 24509 $0.00 24,509.0000 2,074,000,000 9999.99% 0.00%
March 2, 2026 Verdeschi Michael D CFO A Nonqualified Stock Option (right to buy) 62134 $0.00 62,134.0000 2,074,000,000 9999.99% 0.00%
March 1, 2026 Wurster Richard A President & CEO A Common Stock 62140 $0.00 223,663.0000 2,074,000,000 38.47% 0.00%
Feb. 26, 2026 Ellis Stephen A Director S Common Stock 10725 $96.57 87,562.5296 2,074,000,000 10.91% 0.00%
Feb. 27, 2026 Beatty Jonathan S MD, Head of Advisor Services S Common Stock 2030 $95.30 53,233.0000 2,074,000,000 3.67% 0.00%
March 1, 2026 Woolway Paul V MD, Chief Banking Officer A Common Stock 8156 $0.00 73,748.6852 2,074,000,000 12.43% 0.00%
March 1, 2026 Woolway Paul V MD, Chief Banking Officer F Common Stock 2030 $90.31 71,718.6852 2,074,000,000 2.75% 0.00%
March 2, 2026 Woolway Paul V MD, Chief Banking Officer M Common Stock 15884 $52.05 65,592.6852 2,074,000,000 31.95% 0.00%
March 2, 2026 Woolway Paul V MD, Chief Banking Officer S Common Stock 7942 $94.23 79,660.6852 2,074,000,000 9.07% 0.00%
March 2, 2026 Woolway Paul V MD, Chief Banking Officer S Common Stock 7942 $96.00 71,718.6852 2,074,000,000 9.97% 0.00%
March 3, 2026 Woolway Paul V MD, Chief Banking Officer S Common Stock 3626 $94.41 68,092.6852 2,074,000,000 5.06% 0.00%
March 3, 2026 Woolway Paul V MD, Chief Banking Officer S Common Stock 2500 $94.89 65,592.6852 2,074,000,000 3.67% 0.00%
March 2, 2026 Woolway Paul V MD, Chief Banking Officer M Nonqualified Stock Option (right to buy) 15884 $0.00 15,883.0000 2,074,000,000 50.00% 0.00%
March 2, 2026 Woolway Paul V MD, Chief Banking Officer A Nonqualified Stock Option (right to buy) 15189 $0.00 15,189.0000 2,074,000,000 9999.99% 0.00%
March 1, 2026 Craig Jonathan M. MD, Head of Investor Services A Common Stock 25633 $0.00 25,633.0000 2,074,000,000 9999.99% 0.00%
March 1, 2026 Craig Jonathan M. MD, Head of Investor Services F Common Stock 11152 $95.31 14,481.0000 2,074,000,000 43.51% 0.00%
March 2, 2026 Craig Jonathan M. MD, Head of Investor Services A Nonqualified Stock Option (right to buy) 50052 $0.00 50,052.0000 2,074,000,000 9999.99% 0.00%
March 1, 2026 Murtagh Nigel J Chief Risk Officer A Common Stock 16312 $0.00 76,658.4846 2,074,000,000 27.03% 0.00%
March 1, 2026 Murtagh Nigel J Chief Risk Officer F Common Stock 9109 $95.31 67,549.4846 2,074,000,000 11.88% 0.00%
March 2, 2026 Murtagh Nigel J Chief Risk Officer A Nonqualified Stock Option (right to buy) 30377 $0.00 30,377.0000 2,074,000,000 9999.99% 0.00%
March 1, 2026 Howard Dennis MD, Chief Tech, OPS & Data Off A Common Stock 16312 $0.00 26,782.0000 2,074,000,000 155.80% 0.00%
March 1, 2026 Howard Dennis MD, Chief Tech, OPS & Data Off F Common Stock 6204 $95.31 20,578.0000 2,074,000,000 23.16% 0.00%
March 2, 2026 Howard Dennis MD, Chief Tech, OPS & Data Off A Nonqualified Stock Option (right to buy) 42458 $0.00 42,458.0000 2,074,000,000 9999.99% 0.00%
March 1, 2026 Schwab Charles R. Co-Chairman A Common Stock 38838 $0.00 95,822,312.3300 2,074,000,000 0.04% 0.00%
March 1, 2026 Schwab Charles R. Co-Chairman F Common Stock 15283 $95.31 95,783,474.3300 2,074,000,000 0.02% 0.00%
March 2, 2026 Schwab Charles R. Co-Chairman A Nonqualified Stock Option (right to buy) 72489 $0.00 72,489.0000 2,074,000,000 9999.99% 0.00%
March 1, 2026 Bettinger Walter W Co-Chairman A Common Stock 141757 $0.00 682,295.5332 2,074,000,000 26.23% 0.01%
March 1, 2026 Bettinger Walter W Co-Chairman F Common Stock 60743 $95.31 621,552.5332 2,074,000,000 8.90% 0.00%
March 2, 2026 Bettinger Walter W Co-Chairman A Nonqualified Stock Option (right to buy) 42113 $0.00 42,113.0000 2,074,000,000 9999.99% 0.00%
March 2, 2026 Morgan Peter J. III General Counsel A Nonqualified Stock Option (right to buy) 21057 $0.00 21,057.0000 2,074,000,000 9999.99% 0.00%
March 1, 2026 Morgan Peter J. III General Counsel F Common Stock 4311 $95.31 7,652.3310 2,074,000,000 36.04% 0.00%
March 1, 2026 Morgan Peter J. III General Counsel A Common Stock 11263 $0.00 11,963.3310 2,074,000,000 1608.24% 0.00%
March 2, 2026 Wurster Richard A President & CEO A Nonqualified Stock Option (right to buy) 230411 $0.00 230,411.0000 2,074,000,000 9999.99% 0.01%
March 1, 2026 Wurster Richard A President & CEO F Common Stock 22879 $95.31 200,784.0000 2,074,000,000 10.23% 0.00%
Feb. 25, 2026 Howard Dennis MD, Chief Tech, OPS & Data Off S Common Stock 27903 $95.02 10,470.0000 2,074,000,000 72.72% 0.00%
Feb. 25, 2026 Howard Dennis MD, Chief Tech, OPS & Data Off M Nonqualified Stock Option (right to buy) 27903 $0.00 84,000.0000 2,074,000,000 24.93% 0.00%
Feb. 25, 2026 Howard Dennis MD, Chief Tech, OPS & Data Off M Common Stock 27903 $64.10 38,373.0000 2,074,000,000 266.50% 0.00%
Feb. 9, 2026 Schwab Charles R. Co-Chairman S Common Stock 126200 $106.55 95,792,332.3300 2,074,000,000 0.13% 0.01%
Feb. 10, 2026 Schwab Charles R. Co-Chairman S Common Stock 32413 $105.58 95,759,919.3300 2,074,000,000 0.03% 0.00%
Feb. 9, 2026 Schwab Charles R. Co-Chairman G Common Stock 60000 $0.00 95,759,919.3300 2,074,000,000 0.06% 0.00%
Feb. 6, 2026 Bettinger Walter W Co-Chairman S Common Stock 67514 $104.25 542,925.2135 2,074,000,000 11.06% 0.00%
Feb. 6, 2026 Bettinger Walter W Co-Chairman M Nonqualified Stock Option (right to buy) 67514 $0.00 0.0000 2,074,000,000 100.00% 0.00%
Feb. 6, 2026 DODDS CHRISTOPHER V Director M Common Stock 4390 $73.00 457,863.0000 2,074,000,000 0.97% 0.00%
Feb. 6, 2026 DODDS CHRISTOPHER V Director M Common Stock 4703 $62.66 462,566.0000 2,074,000,000 1.03% 0.00%
Feb. 6, 2026 DODDS CHRISTOPHER V Director M Common Stock 2732 $51.97 465,298.0000 2,074,000,000 0.59% 0.00%
Feb. 6, 2026 DODDS CHRISTOPHER V Director S Common Stock 11825 $104.55 453,473.0000 2,074,000,000 2.54% 0.00%
Feb. 6, 2026 DODDS CHRISTOPHER V Director M Nonqualified Stock Option (right to buy) 4390 $0.00 0.0000 2,074,000,000 100.00% 0.00%
Feb. 6, 2026 DODDS CHRISTOPHER V Director M Nonqualified Stock Option (right to buy) 4703 $0.00 0.0000 2,074,000,000 100.00% 0.00%
Feb. 6, 2026 DODDS CHRISTOPHER V Director M Nonqualified Stock Option (right to buy) 2732 $0.00 2,732.0000 2,074,000,000 50.00% 0.00%
Feb. 6, 2026 Bettinger Walter W Co-Chairman M Common Stock 67514 $42.99 610,439.2135 2,074,000,000 12.44% 0.00%
Feb. 4, 2026 Bettinger Walter W Co-Chairman S Common Stock 94948 $104.25 542,925.2135 2,074,000,000 14.89% 0.00%
Feb. 3, 2026 Bettinger Walter W Co-Chairman M Nonqualified Stock Option (right to buy) 162462 $0.00 162,462.0000 2,074,000,000 50.00% 0.01%
Feb. 4, 2026 Bettinger Walter W Co-Chairman M Nonqualified Stock Option (right to buy) 94948 $0.00 67,514.0000 2,074,000,000 58.44% 0.00%
Feb. 3, 2026 Schwab Charles R. Co-Chairman S Common Stock 96625 $103.74 96,046,507.3300 2,074,000,000 0.10% 0.00%
Feb. 4, 2026 Schwab Charles R. Co-Chairman S Common Stock 67975 $103.81 95,978,532.3300 2,074,000,000 0.07% 0.00%
Feb. 4, 2026 Bettinger Walter W Co-Chairman M Common Stock 94948 $42.99 637,873.2135 2,074,000,000 17.49% 0.00%
Feb. 3, 2026 Bettinger Walter W Co-Chairman S Common Stock 21429 $104.24 542,925.2135 2,074,000,000 3.80% 0.00%
Feb. 3, 2026 Bettinger Walter W Co-Chairman S Common Stock 141033 $103.85 564,354.2135 2,074,000,000 19.99% 0.01%
Feb. 3, 2026 Bettinger Walter W Co-Chairman M Common Stock 162462 $42.99 705,387.2135 2,074,000,000 29.92% 0.01%
Feb. 2, 2026 Morgan Peter J. III General Counsel M Nonqualified Stock Option (right to buy) 7595 $0.00 22,788.0000 2,074,000,000 25.00% 0.00%
Feb. 2, 2026 Morgan Peter J. III General Counsel S Common Stock 7595 $104.38 700.3310 2,074,000,000 91.56% 0.00%
Feb. 2, 2026 Morgan Peter J. III General Counsel M Common Stock 7595 $66.47 8,295.3310 2,074,000,000 1084.49% 0.00%
Jan. 29, 2026 Schwab Charles R. Co-Chairman S Common Stock 145650 $103.16 96,143,132.3300 2,074,000,000 0.15% 0.01%
Jan. 28, 2026 Schwab Charles R. Co-Chairman M Nonqualified Stock Option (right to buy) 44962 $0.00 0.0000 2,074,000,000 100.00% 0.00%
Jan. 26, 2026 Schwab Charles R. Co-Chairman M Common Stock 134895 $26.39 96,288,782.3300 2,074,000,000 0.14% 0.01%
Jan. 26, 2026 Schwab Charles R. Co-Chairman S Common Stock 134895 $103.09 96,315,257.3300 2,074,000,000 0.14% 0.01%
Jan. 28, 2026 Schwab Charles R. Co-Chairman M Common Stock 44962 $26.39 96,288,782.3300 2,074,000,000 0.05% 0.00%
Jan. 28, 2026 Schwab Charles R. Co-Chairman S Common Stock 44962 $103.20 96,315,257.3300 2,074,000,000 0.05% 0.00%
Jan. 28, 2026 Schwab Charles R. Co-Chairman S Common Stock 26475 $103.22 96,288,782.3300 2,074,000,000 0.03% 0.00%
Jan. 26, 2026 Schwab Charles R. Co-Chairman M Nonqualified Stock Option (right to buy) 134895 $0.00 44,962.0000 2,074,000,000 75.00% 0.01%
Jan. 22, 2026 Schwab-Pomerantz Carolyn Director S Common Stock 9525 $105.18 1,845,029.6599 2,074,000,000 0.51% 0.00%
Jan. 22, 2026 Schwab-Pomerantz Carolyn Director S Common Stock 4765 $105.02 1,845,029.6599 2,074,000,000 0.26% 0.00%
Jan. 22, 2026 Schwab-Pomerantz Carolyn Director S Common Stock 19050 $105.25 1,864,079.6599 2,074,000,000 1.01% 0.00%
Jan. 22, 2026 Schwab-Pomerantz Carolyn Director S Common Stock 9525 $105.19 1,854,554.6599 2,074,000,000 0.51% 0.00%
Jan. 22, 2026 Beatty Jonathan S MD, Head of Advisor Services S Common Stock 2000 $105.00 55,263.0000 2,074,000,000 3.49% 0.00%
Jan. 22, 2026 Beatty Jonathan S MD, Head of Advisor Services M Common Stock 2000 $46.39 55,263.0000 2,074,000,000 3.75% 0.00%
Jan. 22, 2026 Beatty Jonathan S MD, Head of Advisor Services M Nonqualified Stock Option (right to buy) 2000 $0.00 0.0000 2,074,000,000 100.00% 0.00%
Jan. 2, 2026 Ellis Stephen A Director A Restricted Stock Units 357 $0.00 12,417.7600 2,074,000,000 2.96% 0.00%
Jan. 2, 2026 HERRINGER FRANK C Director A Restricted Stock Units 431 $0.00 150,782.7300 2,074,000,000 0.29% 0.00%
Jan. 2, 2026 Ruffel Charles A. Director A Nonqualified Stock Option (right to buy) 1317 $0.00 1,317.0000 2,074,000,000 9999.99% 0.00%
Jan. 2, 2026 Brown Marianne Catherine Director A Restricted Stock Units 394 $0.00 7,365.2200 2,074,000,000 5.65% 0.00%
Dec. 23, 2025 Beatty Jonathan S MD, Head of Advisor Services S Common Stock 2000 $102.01 55,263.0000 2,074,000,000 3.49% 0.00%
Dec. 23, 2025 Beatty Jonathan S MD, Head of Advisor Services M Nonqualified Stock Option (right to buy) 2000 $0.00 2,000.0000 2,074,000,000 50.00% 0.00%
Dec. 23, 2025 Beatty Jonathan S MD, Head of Advisor Services M Common Stock 2000 $46.39 55,263.0000 2,074,000,000 3.75% 0.00%
Dec. 16, 2025 Ellis Stephen A Director M Nonqualified Stock Option (right to buy) 1922 $0.00 0.0000 2,074,000,000 100.00% 0.00%
Dec. 16, 2025 Ellis Stephen A Director M Common Stock 1922 $31.98 104,619.7662 2,074,000,000 1.87% 0.00%
Nov. 19, 2025 Ruffel Charles A. Director G Common Stock 8372 $0.00 22,934.4582 2,074,000,000 26.74% 0.00%
Nov. 12, 2025 Beatty Jonathan S MD, Head of Advisor Services S Common Stock 3072 $98.00 55,263.0000 2,074,000,000 5.27% 0.00%
Nov. 12, 2025 Beatty Jonathan S MD, Head of Advisor Services M Nonqualified Stock Option (right to buy) 3072 $0.00 4,000.0000 2,074,000,000 43.44% 0.00%
Nov. 13, 2025 SNEED PAULA A Director G Common Stock 8680 $0.00 105,047.1605 2,074,000,000 7.63% 0.00%
Nov. 12, 2025 Murtagh Nigel J Chief Risk Officer G Common Stock 1032 $0.00 60,346.4846 2,074,000,000 1.68% 0.00%
Nov. 12, 2025 Beatty Jonathan S MD, Head of Advisor Services M Common Stock 3072 $46.39 55,263.0000 2,074,000,000 5.89% 0.00%
Nov. 12, 2025 Schwab Charles R. Co-Chairman G Common Stock 52500 $0.00 96,315,257.3300 2,074,000,000 0.05% 0.00%
Nov. 10, 2025 Bettinger Walter W Co-Chairman G Common Stock 61388 $0.00 542,652.5159 2,074,000,000 10.16% 0.00%
Nov. 10, 2025 Schwab-Pomerantz Carolyn Director G Common Stock 298 $0.00 1,887,894.6599 2,074,000,000 0.02% 0.00%
Nov. 10, 2025 Woolway Paul V MD, Chief Banking Officer G Common Stock 398 $0.00 65,560.6852 2,074,000,000 0.61% 0.00%
Nov. 10, 2025 Woolway Paul V MD, Chief Banking Officer G Common Stock 398 $0.00 65,560.6852 2,074,000,000 0.61% 0.00%
Nov. 10, 2025 Woolway Paul V MD, Chief Banking Officer G Common Stock 1089 $0.00 65,560.6852 2,074,000,000 1.63% 0.00%
Nov. 7, 2025 Craig Jonathan M. MD, Head of Investor Services M Nonqualified Stock Option (right to buy) 35188 $0.00 0.0000 2,074,000,000 100.00% 0.00%
Nov. 7, 2025 Craig Jonathan M. MD, Head of Investor Services S Common Stock 35188 $95.35 0.0000 2,074,000,000 100.00% 0.00%
Nov. 7, 2025 Craig Jonathan M. MD, Head of Investor Services M Common Stock 35188 $41.98 0.0000 2,074,000,000 0.00% 0.00%
Oct. 28, 2025 Schwab Charles R. Co-Chairman S Common Stock 64400 $94.00 96,412,507.3300 2,074,000,000 0.07% 0.00%
Oct. 29, 2025 Schwab Charles R. Co-Chairman S Common Stock 44750 $94.52 96,367,757.3300 2,074,000,000 0.05% 0.00%
Oct. 29, 2025 Woolway Paul V MD, Chief Banking Officer G Common Stock 3823 $0.00 65,853.6852 2,074,000,000 5.49% 0.00%
Oct. 23, 2025 Schwab Charles R. Co-Chairman G Common Stock 18595 $0.00 96,508,657.3300 2,074,000,000 0.02% 0.00%
Oct. 24, 2025 Schwab Charles R. Co-Chairman G Common Stock 31750 $0.00 96,476,907.3300 2,074,000,000 0.03% 0.00%
Oct. 2, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 9600 $92.55 1,888,192.6599 2,074,000,000 0.51% 0.00%
Oct. 1, 2025 Brown Marianne Catherine Director A Restricted Stock Units 407 $0.00 6,950.7900 2,074,000,000 6.22% 0.00%
Oct. 1, 2025 Ellis Stephen A Director A Restricted Stock Units 366 $0.00 12,025.4200 2,074,000,000 3.14% 0.00%
Oct. 1, 2025 Ruffel Charles A. Director A Nonqualified Stock Option (right to buy) 1340 $0.00 1,340.0000 2,074,000,000 9999.99% 0.00%
Oct. 1, 2025 HERRINGER FRANK C Director A Restricted Stock Units 224 $0.00 149,911.1400 2,074,000,000 0.15% 0.00%
Oct. 1, 2025 HERRINGER FRANK C Director A Nonqualified Stock Option (right to buy) 921 $0.00 921.0000 2,074,000,000 9999.99% 0.00%
Oct. 2, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 14400 $92.55 1,888,192.6599 2,074,000,000 0.76% 0.00%
Oct. 1, 2025 Woolway Paul V MD, Chief Banking Officer S Common Stock 1292 $93.74 69,676.3558 2,074,000,000 1.82% 0.00%
Oct. 1, 2025 Woolway Paul V MD, Chief Banking Officer S Common Stock 1913 $93.04 70,968.3558 2,074,000,000 2.62% 0.00%
Sept. 23, 2025 Ellis Stephen A Director M Common Stock 2105 $28.55 102,419.9324 2,074,000,000 2.10% 0.00%
Sept. 23, 2025 Ellis Stephen A Director M Nonqualified Stock Option (right to buy) 2105 $0.00 0.0000 2,074,000,000 100.00% 0.00%
Sept. 4, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 14400 $96.64 1,912,192.6599 2,074,000,000 0.75% 0.00%
Sept. 4, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 9600 $96.64 1,912,192.6599 2,074,000,000 0.50% 0.00%
Sept. 2, 2025 Woolway Paul V MD, Chief Banking Officer S Common Stock 3205 $95.20 72,881.3558 2,074,000,000 4.21% 0.00%
Aug. 27, 2025 Morgan Peter J. III General Counsel S Common Stock 50016 $97.00 601.4680 2,074,000,000 98.81% 0.00%
Aug. 28, 2025 Beatty Jonathan S MD, Head of Advisor Services M Nonqualified Stock Option (right to buy) 6144 $0.00 7,072.0000 2,074,000,000 46.49% 0.00%
Aug. 27, 2025 Morgan Peter J. III General Counsel M Common Stock 2203 $46.39 2,804.4680 2,074,000,000 366.27% 0.00%
Aug. 27, 2025 Morgan Peter J. III General Counsel M Common Stock 47813 $64.10 50,617.4680 2,074,000,000 1704.89% 0.00%
Aug. 27, 2025 Morgan Peter J. III General Counsel M Nonqualified Stock Option (right to buy) 2203 $0.00 0.0000 2,074,000,000 100.00% 0.00%
Aug. 27, 2025 Morgan Peter J. III General Counsel M Nonqualified Stock Option (right to buy) 47813 $0.00 0.0000 2,074,000,000 100.00% 0.00%
Aug. 28, 2025 Beatty Jonathan S MD, Head of Advisor Services M Common Stock 6144 $46.39 55,263.0000 2,074,000,000 12.51% 0.00%
Aug. 28, 2025 Beatty Jonathan S MD, Head of Advisor Services S Common Stock 6144 $96.81 55,263.0000 2,074,000,000 10.01% 0.00%
Aug. 27, 2025 Beatty Jonathan S MD, Head of Advisor Services S Common Stock 3296 $97.18 55,263.0000 2,074,000,000 5.63% 0.00%
Aug. 27, 2025 Schwab Charles R. Co-Chairman S Common Stock 136500 $97.04 96,527,252.3300 2,074,000,000 0.14% 0.01%
Aug. 26, 2025 Schwab Charles R. Co-Chairman S Common Stock 136500 $96.67 96,663,752.3300 2,074,000,000 0.14% 0.01%
Aug. 25, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 13542 $96.06 1,936,192.6599 2,074,000,000 0.69% 0.00%
Aug. 7, 2025 Schwab Charles R. Co-Chairman S Common Stock 22721 $96.02 96,933,405.3300 2,074,000,000 0.02% 0.00%
Aug. 8, 2025 Schwab Charles R. Co-Chairman S Common Stock 28653 $96.60 96,904,752.3300 2,074,000,000 0.03% 0.00%
Aug. 8, 2025 Schwab Charles R. Co-Chairman S Common Stock 104500 $96.84 96,800,252.3300 2,074,000,000 0.11% 0.01%
Aug. 7, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 9400 $96.68 1,949,934.6599 2,074,000,000 0.48% 0.00%
Aug. 7, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 14000 $96.68 1,950,134.6599 2,074,000,000 0.71% 0.00%
Aug. 7, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 400 $97.22 1,949,734.6599 2,074,000,000 0.02% 0.00%
Aug. 7, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 200 $97.21 1,949,734.6599 2,074,000,000 0.01% 0.00%
Aug. 1, 2025 Woolway Paul V MD, Chief Banking Officer S Common Stock 3290 $96.06 76,086.3558 2,074,000,000 4.14% 0.00%
July 29, 2025 Bettinger Walter W Co-Chairman S Common Stock 173876 $98.84 603,962.8491 2,074,000,000 22.35% 0.01%
July 29, 2025 Wurster Richard A President & CEO S Common Stock 20500 $99.16 161,523.0000 2,074,000,000 11.26% 0.00%
July 29, 2025 Murtagh Nigel J Chief Risk Officer M Common Stock 24096 $41.98 85,469.2306 2,074,000,000 39.26% 0.00%
July 29, 2025 Murtagh Nigel J Chief Risk Officer S Common Stock 24096 $97.91 61,373.2306 2,074,000,000 28.19% 0.00%
July 29, 2025 Murtagh Nigel J Chief Risk Officer M Nonqualified Stock Option (right to buy) 24096 $0.00 0.0000 2,074,000,000 100.00% 0.00%
July 29, 2025 Dea Joan Director G Common Stock 513 $0.00 27,673.0000 2,074,000,000 1.82% 0.00%
July 3, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 14400 $91.59 1,973,734.6599 2,074,000,000 0.72% 0.00%
July 3, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 9600 $91.59 1,973,734.6599 2,074,000,000 0.48% 0.00%
July 1, 2025 Ruffel Charles A. Director A Nonqualified Stock Option (right to buy) 1322 $0.00 1,322.0000 2,074,000,000 9999.99% 0.00%
July 1, 2025 HERRINGER FRANK C Director A Restricted Stock Units 227 $0.00 149,266.3500 2,074,000,000 0.15% 0.00%
July 1, 2025 HERRINGER FRANK C Director A Nonqualified Stock Option (right to buy) 909 $0.00 909.0000 2,074,000,000 9999.99% 0.00%
July 1, 2025 Ellis Stephen A Director A Restricted Stock Units 371 $0.00 11,626.6400 2,074,000,000 3.30% 0.00%
July 1, 2025 Brown Marianne Catherine Director A Restricted Stock Units 412 $0.00 6,525.3900 2,074,000,000 6.74% 0.00%
July 1, 2025 Beatty Jonathan S MD, Head of Advisor Services F Common Stock 1035 $90.74 58,559.0000 2,074,000,000 1.74% 0.00%
July 1, 2025 Woolway Paul V MD, Chief Banking Officer S Common Stock 3290 $90.95 71,908.3558 2,074,000,000 4.38% 0.00%
June 24, 2025 Ellis Stephen A Director M Common Stock 1853 $33.12 100,049.6514 2,023,000,000 1.89% 0.00%
June 24, 2025 Ellis Stephen A Director M Nonqualified Stock Option (right to buy) 1853 $0.00 0.0000 2,023,000,000 100.00% 0.00%
June 18, 2025 Murtagh Nigel J Chief Risk Officer M Common Stock 20872 $42.99 82,245.2306 2,023,000,000 34.01% 0.00%
June 18, 2025 Murtagh Nigel J Chief Risk Officer S Common Stock 20872 $90.01 61,373.2306 2,023,000,000 25.38% 0.00%
June 18, 2025 Murtagh Nigel J Chief Risk Officer M Nonqualified Stock Option (right to buy) 20872 $0.00 0.0000 2,023,000,000 100.00% 0.00%
June 18, 2025 Woolway Paul V MD, Chief Banking Officer M Nonqualified Stock Option (right to buy) 10129 $0.00 10,131.0000 2,023,000,000 50.00% 0.00%
June 18, 2025 Woolway Paul V MD, Chief Banking Officer S Common Stock 10129 $90.01 82,662.3558 2,023,000,000 10.92% 0.00%
June 18, 2025 Woolway Paul V MD, Chief Banking Officer M Common Stock 10129 $46.81 82,662.3558 2,023,000,000 13.96% 0.00%
June 5, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 14400 $87.25 1,997,734.6599 2,023,000,000 0.72% 0.00%
June 5, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 9600 $87.25 1,997,734.6599 2,023,000,000 0.48% 0.00%
June 3, 2025 Verdeschi Michael D CFO F Common Stock 5888 $87.54 53,961.0000 2,023,000,000 9.84% 0.00%
June 2, 2025 Woolway Paul V MD, Chief Banking Officer S Common Stock 3290 $87.68 82,662.3558 2,023,000,000 3.83% 0.00%
May 30, 2025 Beatty Jonathan S MD, Head of Advisor Services S Common Stock 2850 $87.57 59,594.0000 2,023,000,000 4.56% 0.00%
May 28, 2025 Murtagh Nigel J Chief Risk Officer M Common Stock 25000 $41.98 86,373.2306 2,023,000,000 40.73% 0.00%
May 28, 2025 Murtagh Nigel J Chief Risk Officer S Common Stock 25000 $88.20 61,373.2306 2,023,000,000 28.94% 0.00%
May 28, 2025 Murtagh Nigel J Chief Risk Officer M Nonqualified Stock Option (right to buy) 25000 $0.00 24,096.0000 2,023,000,000 50.92% 0.00%
May 27, 2025 Ricketts Todd M Director A Common Stock 1462 $0.00 830,454.0000 2,023,000,000 0.18% 0.00%
May 27, 2025 Ricketts Todd M Director A Nonqualified Stock Option (right to buy) 3646 $0.00 3,646.0000 2,023,000,000 9999.99% 0.00%
May 27, 2025 MARTIN-FLICKINGER GERRI Director A Common Stock 1462 $0.00 14,222.0000 2,023,000,000 11.46% 0.00%
May 27, 2025 MARTIN-FLICKINGER GERRI Director A Nonqualified Stock Option (right to buy) 3646 $0.00 3,646.0000 2,023,000,000 9999.99% 0.00%
May 27, 2025 SNEED PAULA A Director S Common Stock 8647 $88.06 113,727.1605 2,023,000,000 7.07% 0.00%
May 27, 2025 SNEED PAULA A Director A Common Stock 1462 $0.00 113,727.1605 2,023,000,000 1.30% 0.00%
May 27, 2025 SNEED PAULA A Director A Nonqualified Stock Option (right to buy) 3646 $0.00 3,646.0000 2,023,000,000 9999.99% 0.00%
May 27, 2025 Schwab-Pomerantz Carolyn Director A Common Stock 1462 $0.00 2,021,734.6599 2,023,000,000 0.07% 0.00%
May 27, 2025 Schwab-Pomerantz Carolyn Director A Nonqualified Stock Option (right to buy) 3646 $0.00 3,646.0000 2,023,000,000 9999.99% 0.00%
May 27, 2025 SARIN ARUN Director A Common Stock 1462 $0.00 29,283.0000 2,023,000,000 5.26% 0.00%
May 27, 2025 SARIN ARUN Director A Nonqualified Stock Option (right to buy) 3646 $0.00 3,646.0000 2,023,000,000 9999.99% 0.00%
May 27, 2025 Ruffel Charles A. Director A Common Stock 1462 $0.00 31,228.8547 2,023,000,000 4.91% 0.00%
May 27, 2025 Ruffel Charles A. Director A Nonqualified Stock Option (right to buy) 3646 $0.00 3,646.0000 2,023,000,000 9999.99% 0.00%
May 27, 2025 HERRINGER FRANK C Director A Common Stock 1462 $0.00 233,453.0000 2,023,000,000 0.63% 0.00%
May 27, 2025 HERRINGER FRANK C Director A Nonqualified Stock Option (right to buy) 3646 $0.00 3,646.0000 2,023,000,000 9999.99% 0.00%
May 27, 2025 Ellis Stephen A Director A Common Stock 1462 $0.00 97,892.3908 2,023,000,000 1.52% 0.00%
May 27, 2025 Ellis Stephen A Director A Nonqualified Stock Option (right to buy) 3646 $0.00 3,646.0000 2,023,000,000 9999.99% 0.00%
May 27, 2025 DODDS CHRISTOPHER V Director A Common Stock 1462 $0.00 453,473.0000 2,023,000,000 0.32% 0.00%
May 27, 2025 DODDS CHRISTOPHER V Director A Nonqualified Stock Option (right to buy) 3646 $0.00 3,646.0000 2,023,000,000 9999.99% 0.00%
May 27, 2025 Dea Joan Director A Common Stock 1462 $0.00 28,186.0000 2,023,000,000 5.47% 0.00%
May 27, 2025 Dea Joan Director A Nonqualified Stock Option (right to buy) 3646 $0.00 3,646.0000 2,023,000,000 9999.99% 0.00%
May 27, 2025 Brown Marianne Catherine Director A Common Stock 1462 $0.00 15,751.0000 2,023,000,000 10.23% 0.00%
May 27, 2025 Brown Marianne Catherine Director A Nonqualified Stock Option (right to buy) 3646 $0.00 3,646.0000 2,023,000,000 9999.99% 0.00%
May 27, 2025 ADAMS JOHN K JR Director A Common Stock 1462 $0.00 48,666.8385 2,023,000,000 3.10% 0.00%
May 27, 2025 ADAMS JOHN K JR Director A Nonqualified Stock Option (right to buy) 3646 $0.00 3,646.0000 2,023,000,000 9999.99% 0.00%
May 22, 2025 Schwab Charles R. Co-Chairman S Common Stock 34585 $87.50 96,996,626.3300 2,023,000,000 0.04% 0.00%
May 22, 2025 Morgan Peter J. III General Counsel S Common Stock 10176 $87.39 600.5700 2,023,000,000 94.43% 0.00%
May 21, 2025 Craig Jonathan M. MD, Head of Investor Services M Common Stock 47500 $41.98 0.0000 2,023,000,000 0.00% 0.00%
May 21, 2025 Craig Jonathan M. MD, Head of Investor Services S Common Stock 47500 $88.46 0.0000 2,023,000,000 100.00% 0.00%
May 21, 2025 Craig Jonathan M. MD, Head of Investor Services M Nonqualified Stock Option (right to buy) 47500 $0.00 35,188.0000 2,023,000,000 57.44% 0.00%
May 21, 2025 Ruffel Charles A. Director S Common Stock 5556 $87.65 29,671.8483 2,023,000,000 15.77% 0.00%
May 19, 2025 Bettinger Walter W Co-Chairman S Common Stock 191523 $89.00 777,831.0010 2,023,000,000 19.76% 0.01%
May 16, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 10795 $88.74 2,020,272.6599 2,023,000,000 0.53% 0.00%
May 16, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 7215 $88.73 2,020,272.6599 2,023,000,000 0.36% 0.00%
May 12, 2025 Schwab Charles R. Co-Chairman S Common Stock 120000 $85.39 97,111,211.3300 2,023,000,000 0.12% 0.01%
May 13, 2025 Schwab Charles R. Co-Chairman G Common Stock 80000 $0.00 97,031,211.3300 2,023,000,000 0.08% 0.00%
May 9, 2025 Wurster Richard A President & CEO S Common Stock 15345 $84.08 182,023.0000 2,023,000,000 7.77% 0.00%
May 7, 2025 Schwab Charles R. Co-Chairman G Common Stock 62500 $0.00 97,237,211.3300 2,023,000,000 0.06% 0.00%
May 8, 2025 Schwab Charles R. Co-Chairman G Common Stock 6000 $0.00 97,231,211.3300 2,023,000,000 0.01% 0.00%
May 8, 2025 Woolway Paul V MD, Chief Banking Officer M Common Stock 8613 $41.98 85,952.3558 2,023,000,000 11.14% 0.00%
May 8, 2025 Woolway Paul V MD, Chief Banking Officer S Common Stock 8613 $85.00 85,952.3558 2,023,000,000 9.11% 0.00%
May 8, 2025 Woolway Paul V MD, Chief Banking Officer M Nonqualified Stock Option (right to buy) 8613 $0.00 0.0000 2,023,000,000 100.00% 0.00%
May 8, 2025 Beatty Jonathan S MD, Head of Advisor Services M Common Stock 3658 $44.24 62,444.0000 2,023,000,000 6.22% 0.00%
May 8, 2025 Beatty Jonathan S MD, Head of Advisor Services S Common Stock 3658 $85.00 62,444.0000 2,023,000,000 5.53% 0.00%
May 8, 2025 Beatty Jonathan S MD, Head of Advisor Services M Nonqualified Stock Option (right to buy) 3658 $0.00 0.0000 2,023,000,000 100.00% 0.00%
May 8, 2025 Murtagh Nigel J Chief Risk Officer M Common Stock 25000 $42.99 86,367.0841 2,023,000,000 40.74% 0.00%
May 8, 2025 Murtagh Nigel J Chief Risk Officer S Common Stock 25000 $85.00 61,367.0841 2,023,000,000 28.95% 0.00%
May 8, 2025 Murtagh Nigel J Chief Risk Officer M Nonqualified Stock Option (right to buy) 25000 $0.00 20,872.0000 2,023,000,000 54.50% 0.00%
May 6, 2025 Murtagh Nigel J Chief Risk Officer G Common Stock 121 $0.00 61,367.0841 2,023,000,000 0.20% 0.00%
May 5, 2025 Wurster Richard A President & CEO G Common Stock 2877 $0.00 197,368.0000 2,023,000,000 1.44% 0.00%
May 5, 2025 Schwab Charles R. Co-Chairman G Common Stock 75000 $0.00 97,379,711.3300 2,023,000,000 0.08% 0.00%
May 6, 2025 Schwab Charles R. Co-Chairman G Common Stock 80000 $0.00 97,299,711.3300 2,023,000,000 0.08% 0.00%
May 1, 2025 Woolway Paul V MD, Chief Banking Officer M Common Stock 8614 $41.98 85,952.3558 2,023,000,000 11.14% 0.00%
May 1, 2025 Woolway Paul V MD, Chief Banking Officer S Common Stock 8614 $82.00 89,332.3558 2,023,000,000 8.79% 0.00%
May 1, 2025 Woolway Paul V MD, Chief Banking Officer S Common Stock 3380 $81.15 85,952.3558 2,023,000,000 3.78% 0.00%
May 1, 2025 Woolway Paul V MD, Chief Banking Officer M Nonqualified Stock Option (right to buy) 8614 $0.00 8,613.0000 2,023,000,000 50.00% 0.00%
May 1, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 14400 $81.14 2,038,282.6599 2,023,000,000 0.70% 0.00%
May 1, 2025 Craig Jonathan M. MD, Head of Investor Services M Nonqualified Stock Option (right to buy) 9559 $0.00 0.0000 2,023,000,000 100.00% 0.00%
May 1, 2025 Craig Jonathan M. MD, Head of Investor Services S Common Stock 9559 $82.00 0.0000 2,023,000,000 100.00% 0.00%
May 1, 2025 Craig Jonathan M. MD, Head of Investor Services M Common Stock 9559 $42.99 0.0000 2,023,000,000 0.00% 0.00%
May 1, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 9600 $81.14 2,038,282.6599 2,023,000,000 0.47% 0.00%
April 30, 2025 Schwab Charles R. Co-Chairman G Common Stock 625000 $0.00 97,454,711.3300 2,023,000,000 0.64% 0.03%
April 28, 2025 Schwab Charles R. Co-Chairman S Common Stock 37585 $79.55 98,079,711.3300 2,023,000,000 0.04% 0.00%
April 22, 2025 Schwab-Pomerantz Carolyn Director M Common Stock 6897 $31.37 2,062,282.6599 2,023,000,000 0.34% 0.00%
April 22, 2025 Schwab-Pomerantz Carolyn Director M Nonqualified Stock Option (right to buy) 6897 $0.00 0.0000 2,023,000,000 100.00% 0.00%
April 22, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 6897 $76.77 2,062,282.6599 2,023,000,000 0.33% 0.00%
April 21, 2025 HERRINGER FRANK C Director M Common Stock 8548 $31.21 231,991.0000 2,023,000,000 3.83% 0.00%
April 21, 2025 HERRINGER FRANK C Director M Nonqualified Stock Option (right to buy) 8548 $0.00 0.0000 2,023,000,000 100.00% 0.00%
April 21, 2025 HERRINGER FRANK C Director S Common Stock 3592 $74.26 231,991.0000 2,023,000,000 1.52% 0.00%
April 3, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 12253 $74.89 2,064,429.6599 2,023,000,000 0.59% 0.00%
April 3, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 1250 $75.22 2,062,282.6599 2,023,000,000 0.06% 0.00%
April 3, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 8350 $74.90 2,063,532.6599 2,023,000,000 0.40% 0.00%
April 3, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 2147 $75.20 2,062,282.6599 2,023,000,000 0.10% 0.00%
April 1, 2025 Ellis Stephen A Director A Restricted Stock Units 435 $0.00 11,220.8700 2,023,000,000 4.03% 0.00%
April 1, 2025 Brown Marianne Catherine Director A Restricted Stock Units 483 $0.00 6,094.5100 2,023,000,000 8.61% 0.00%
April 1, 2025 Ruffel Charles A. Director A Nonqualified Stock Option (right to buy) 1567 $0.00 1,567.0000 2,023,000,000 9999.99% 0.00%
April 1, 2025 HERRINGER FRANK C Director A Nonqualified Stock Option (right to buy) 1078 $0.00 1,078.0000 2,023,000,000 9999.99% 0.00%
April 1, 2025 HERRINGER FRANK C Director A Restricted Stock Units 266 $0.00 148,579.0100 2,023,000,000 0.18% 0.00%
April 1, 2025 Woolway Paul V MD, Chief Banking Officer S Common Stock 400 $77.96 89,065.3558 2,023,000,000 0.45% 0.00%
March 31, 2025 Ricketts Todd M Director G Common Stock 290608 $0.00 828,992.0000 2,023,000,000 53.98% 0.01%
April 1, 2025 Woolway Paul V MD, Chief Banking Officer S Common Stock 2980 $77.36 89,465.3558 2,023,000,000 3.22% 0.00%
March 24, 2025 Woolway Paul V MD, Chief Banking Officer S Common Stock 8614 $80.00 82,971.1078 2,023,000,000 9.41% 0.00%
March 24, 2025 Woolway Paul V MD, Chief Banking Officer M Nonqualified Stock Option (right to buy) 8614 $0.00 17,227.0000 2,023,000,000 33.33% 0.00%
March 24, 2025 Woolway Paul V MD, Chief Banking Officer M Common Stock 8614 $41.98 82,971.1078 2,023,000,000 11.58% 0.00%
March 14, 2025 Ruffel Charles A. Director M Nonqualified Stock Option (right to buy) 8584 $0.00 0.0000 2,023,000,000 100.00% 0.00%
March 14, 2025 Ruffel Charles A. Director M Common Stock 8584 $43.21 35,227.8483 2,023,000,000 32.22% 0.00%
March 6, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 9600 $75.59 2,086,282.6599 2,023,000,000 0.46% 0.00%
March 6, 2025 Craig Jonathan M. MD, Head of Investor Services S Common Stock 23258 $75.59 0.0000 2,023,000,000 100.00% 0.00%
March 6, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 14400 $75.58 2,086,282.6599 2,023,000,000 0.69% 0.00%
March 5, 2025 Murtagh Nigel J Chief Risk Officer S Common Stock 15229 $75.38 61,267.5208 2,023,000,000 19.91% 0.00%
March 5, 2025 Woolway Paul V MD, Chief Banking Officer S Common Stock 9887 $75.38 92,445.3558 2,023,000,000 9.66% 0.00%
March 3, 2025 Wurster Richard A President A Nonqualified Stock Option (right to buy) 231419 $0.00 231,419.0000 2,023,000,000 9999.99% 0.01%
March 3, 2025 Schwab Charles R. Co-Chairman A Nonqualified Stock Option (right to buy) 91200 $0.00 91,200.0000 2,023,000,000 9999.99% 0.00%
March 3, 2025 Schwab Charles R. Co-Chairman F Common Stock 26075 $79.05 98,117,296.3300 2,023,000,000 0.03% 0.00%
March 1, 2025 Schwab Charles R. Co-Chairman A Common Stock 66263 $0.00 98,183,559.3300 2,023,000,000 0.07% 0.00%
March 3, 2025 Morgan Peter J. III General Counsel A Nonqualified Stock Option (right to buy) 27360 $0.00 27,360.0000 2,023,000,000 9999.99% 0.00%
March 3, 2025 Morgan Peter J. III General Counsel F Common Stock 8378 $79.05 10,557.5070 2,023,000,000 44.24% 0.00%
March 1, 2025 Morgan Peter J. III General Counsel A Common Stock 18554 $0.00 18,935.5070 2,023,000,000 4863.35% 0.00%
March 3, 2025 Bettinger Walter W Co-Chairman A Nonqualified Stock Option (right to buy) 52440 $0.00 52,440.0000 2,023,000,000 9999.99% 0.00%
March 3, 2025 Bettinger Walter W Co-Chairman F Common Stock 96539 $79.05 969,351.2040 2,023,000,000 9.06% 0.00%
March 3, 2025 Verdeschi Michael D CFO A Nonqualified Stock Option (right to buy) 79344 $0.00 79,344.0000 2,023,000,000 9999.99% 0.00%
March 1, 2025 Beatty Jonathan S MD, Head of Advisor Services M Common Stock 9482 $0.00 64,532.0000 2,023,000,000 17.22% 0.00%
March 1, 2025 Beatty Jonathan S MD, Head of Advisor Services F Common Stock 2088 $79.05 62,444.0000 2,023,000,000 3.24% 0.00%
March 3, 2025 Beatty Jonathan S MD, Head of Advisor Services A Nonqualified Stock Option (right to buy) 30096 $0.00 30,096.0000 2,023,000,000 9999.99% 0.00%
March 1, 2025 Murtagh Nigel J Chief Risk Officer A Common Stock 26506 $0.00 87,773.5208 2,023,000,000 43.26% 0.00%
March 3, 2025 Murtagh Nigel J Chief Risk Officer F Common Stock 11277 $79.05 76,496.5208 2,023,000,000 12.85% 0.00%
March 3, 2025 Murtagh Nigel J Chief Risk Officer A Nonqualified Stock Option (right to buy) 39216 $0.00 39,216.0000 2,023,000,000 9999.99% 0.00%
March 1, 2025 Craig Jonathan M. MD, Head of Investor Services A Common Stock 42409 $0.00 65,667.0000 2,023,000,000 182.34% 0.00%
March 3, 2025 Craig Jonathan M. MD, Head of Investor Services F Common Stock 19151 $79.05 23,258.0000 2,023,000,000 45.16% 0.00%
March 3, 2025 Craig Jonathan M. MD, Head of Investor Services M Common Stock 28668 $42.99 23,258.0000 2,023,000,000 0.00% 0.00%
March 3, 2025 Craig Jonathan M. MD, Head of Investor Services S Common Stock 28668 $79.32 23,258.0000 2,023,000,000 55.21% 0.00%
March 3, 2025 Craig Jonathan M. MD, Head of Investor Services A Nonqualified Stock Option (right to buy) 63840 $0.00 63,840.0000 2,023,000,000 9999.99% 0.00%
March 3, 2025 Craig Jonathan M. MD, Head of Investor Services M Nonqualified Stock Option (right to buy) 28668 $0.00 9,559.0000 2,023,000,000 74.99% 0.00%
March 1, 2025 Woolway Paul V MD, Chief Banking Officer A Common Stock 13254 $0.00 105,699.3558 2,023,000,000 14.34% 0.00%
March 3, 2025 Woolway Paul V MD, Chief Banking Officer F Common Stock 3367 $79.05 102,332.3558 2,023,000,000 3.19% 0.00%
March 3, 2025 Woolway Paul V MD, Chief Banking Officer S Common Stock 3380 $79.32 102,332.3558 2,023,000,000 3.20% 0.00%
March 3, 2025 Woolway Paul V MD, Chief Banking Officer A Nonqualified Stock Option (right to buy) 20064 $0.00 20,064.0000 2,023,000,000 9999.99% 0.00%
March 1, 2025 Wurster Richard A President A Common Stock 92770 $0.00 234,853.0000 2,023,000,000 65.29% 0.00%
March 3, 2025 Wurster Richard A President F Common Stock 34608 $79.05 200,245.0000 2,023,000,000 14.74% 0.00%
March 1, 2025 Bettinger Walter W Co-Chairman A Common Stock 225295 $0.00 1,065,890.2040 2,023,000,000 26.80% 0.01%
Feb. 27, 2025 Schwab Charles R. Co-Chairman S Common Stock 55598 $79.14 98,077,108.3300 2,023,000,000 0.06% 0.00%
Feb. 21, 2025 Schwab Charles R. Co-Chairman S Common Stock 123900 $81.90 98,195,306.3300 2,023,000,000 0.13% 0.01%
Feb. 21, 2025 Schwab Charles R. Co-Chairman S Common Stock 100 $82.36 98,195,206.3300 2,023,000,000 0.00% 0.00%
Feb. 24, 2025 Schwab Charles R. Co-Chairman G Common Stock 62500 $0.00 98,132,706.3300 2,023,000,000 0.06% 0.00%
Feb. 24, 2025 Schwab Charles R. Co-Chairman G Common Stock 25000 $0.00 98,132,706.3300 2,023,000,000 0.03% 0.00%
Feb. 19, 2025 Schwab Charles R. Co-Chairman S Common Stock 124000 $81.96 98,344,206.3300 2,023,000,000 0.13% 0.01%
Feb. 18, 2025 Schwab Charles R. Co-Chairman S Common Stock 5865 $81.40 98,468,206.3300 2,023,000,000 0.01% 0.00%
Feb. 12, 2025 Bettinger Walter W Co-Chairman M Nonqualified Stock Option (right to buy) 464629 $0.00 0.0000 2,023,000,000 100.00% 0.02%
Feb. 12, 2025 Bettinger Walter W Co-Chairman S Common Stock 22832 $82.66 840,579.7907 2,023,000,000 2.64% 0.00%
Feb. 12, 2025 Bettinger Walter W Co-Chairman S Common Stock 441797 $81.87 863,411.7907 2,023,000,000 33.85% 0.02%
Feb. 12, 2025 Bettinger Walter W Co-Chairman M Common Stock 464629 $26.39 1,305,208.7907 2,023,000,000 55.27% 0.02%
Feb. 27, 2024 Schwab Charles R. Co-Chairman J Common Stock 15416 $0.00 98,599,071.3300 2,023,000,000 0.02% 0.00%
Feb. 15, 2024 Schwab Charles R. Co-Chairman J Common Stock 15441 $0.00 98,614,487.3300 2,023,000,000 0.02% 0.00%
Feb. 13, 2024 Schwab Charles R. Co-Chairman J Common Stock 15416 $0.00 98,629,928.3300 2,023,000,000 0.02% 0.00%
Jan. 24, 2024 Schwab Charles R. Co-Chairman J Common Stock 15650 $0.00 98,645,344.3300 2,023,000,000 0.02% 0.00%
Feb. 12, 2025 Schwab Charles R. Co-Chairman M Nonqualified Stock Option (right to buy) 180506 $0.00 0.0000 2,023,000,000 100.00% 0.01%
Feb. 13, 2025 Schwab Charles R. Co-Chairman S Common Stock 11949 $81.60 98,474,071.3300 2,023,000,000 0.01% 0.00%
Feb. 13, 2025 Schwab Charles R. Co-Chairman S Common Stock 113051 $81.20 98,486,020.3300 2,023,000,000 0.11% 0.01%
Feb. 12, 2025 Schwab Charles R. Co-Chairman S Common Stock 180506 $82.09 98,599,071.3300 2,023,000,000 0.18% 0.01%
Feb. 12, 2025 Schwab Charles R. Co-Chairman M Common Stock 180506 $30.17 98,474,071.3300 2,023,000,000 0.18% 0.01%
Feb. 6, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 14400 $82.70 2,110,282.6599 2,023,000,000 0.68% 0.00%
Feb. 6, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 9600 $82.70 2,110,282.6599 2,023,000,000 0.45% 0.00%
Jan. 23, 2025 SARIN ARUN Director S Common Stock 8548 $81.82 27,821.0000 2,023,000,000 23.50% 0.00%
Jan. 23, 2025 SARIN ARUN Director M Nonqualified Stock Option (right to buy) 8548 $0.00 0.0000 2,023,000,000 100.00% 0.00%
Jan. 23, 2025 SARIN ARUN Director M Common Stock 8548 $31.21 27,821.0000 2,023,000,000 44.35% 0.00%
Jan. 22, 2025 Morgan Peter J. III General Counsel S Common Stock 14643 $80.70 274.8120 2,023,000,000 98.16% 0.00%
Jan. 22, 2025 Morgan Peter J. III General Counsel M Common Stock 14643 $41.98 14,917.8120 2,023,000,000 5328.37% 0.00%
Jan. 22, 2025 Morgan Peter J. III General Counsel M Nonqualified Stock Option (right to buy) 14643 $0.00 0.0000 2,023,000,000 100.00% 0.00%
Jan. 2, 2025 Ruffel Charles A. Director A Nonqualified Stock Option (right to buy) 1646 $0.00 1,646.0000 2,023,000,000 9999.99% 0.00%
Jan. 2, 2025 HERRINGER FRANK C Director A Nonqualified Stock Option (right to buy) 1132 $0.00 1,132.0000 2,023,000,000 9999.99% 0.00%
Jan. 2, 2025 HERRINGER FRANK C Director A Restricted Stock Units 280 $0.00 147,804.6700 2,023,000,000 0.19% 0.00%
Jan. 2, 2025 Masrani Bharat Director A Restricted Stock Units 407 $0.00 7,724.3900 2,023,000,000 5.56% 0.00%
Jan. 2, 2025 Ellis Stephen A Director A Restricted Stock Units 458 $0.00 10,748.9000 2,023,000,000 4.45% 0.00%
Jan. 2, 2025 Brown Marianne Catherine Director A Restricted Stock Units 508 $0.00 5,592.2800 2,023,000,000 9.99% 0.00%
Jan. 2, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 14400 $74.14 2,134,282.6599 2,023,000,000 0.67% 0.00%
Jan. 2, 2025 Schwab-Pomerantz Carolyn Director S Common Stock 9600 $74.14 2,134,282.6599 2,023,000,000 0.45% 0.00%
Dec. 18, 2024 Ellis Stephen A Director M Nonqualified Stock Option (right to buy) 1997 $0.00 0.0000 2,023,000,000 100.00% 0.00%
Dec. 18, 2024 Ellis Stephen A Director M Nonqualified Stock Option (right to buy) 8548 $0.00 0.0000 2,023,000,000 100.00% 0.00%
Dec. 18, 2024 Ellis Stephen A Director M Common Stock 1997 $30.22 96,154.2793 2,023,000,000 2.12% 0.00%
Dec. 18, 2024 Ellis Stephen A Director M Common Stock 2005 $29.93 96,154.2793 2,023,000,000 2.13% 0.00%
Dec. 18, 2024 Ellis Stephen A Director M Common Stock 8548 $31.21 96,154.2793 2,023,000,000 9.76% 0.00%
Dec. 18, 2024 Ellis Stephen A Director M Nonqualified Stock Option (right to buy) 2005 $0.00 0.0000 2,023,000,000 100.00% 0.00%
Dec. 16, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 5400 $79.28 2,158,282.6599 2,023,000,000 0.25% 0.00%
Dec. 16, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 3600 $79.29 2,158,282.6599 2,023,000,000 0.17% 0.00%
Nov. 26, 2024 Schwab-Pomerantz Carolyn Director G Common Stock 320 $0.00 2,167,282.6599 2,023,000,000 0.01% 0.00%
Nov. 25, 2024 Beatty Jonathan S MD, Head of Advisor Services S Common Stock 2300 $82.01 55,050.0000 2,023,000,000 4.01% 0.00%
Nov. 25, 2024 Beatty Jonathan S MD, Head of Advisor Services M Nonqualified Stock Option (right to buy) 2300 $0.00 3,658.0000 2,023,000,000 38.60% 0.00%
Nov. 25, 2024 Beatty Jonathan S MD, Head of Advisor Services M Common Stock 2300 $44.24 55,050.0000 2,023,000,000 4.36% 0.00%
Nov. 22, 2024 Murtagh Nigel J Chief Risk Officer S Common Stock 12739 $81.17 61,133.5208 2,023,000,000 17.24% 0.00%
Nov. 18, 2024 DODDS CHRISTOPHER V Director M Common Stock 4292 $43.21 452,011.0000 2,023,000,000 0.96% 0.00%
Nov. 18, 2024 DODDS CHRISTOPHER V Director M Nonqualified Stock Option (right to buy) 4992 $0.00 0.0000 2,023,000,000 0.00% 0.00%
Nov. 18, 2024 DODDS CHRISTOPHER V Director S Common Stock 9284 $81.43 452,011.0000 2,023,000,000 2.01% 0.00%
Nov. 18, 2024 DODDS CHRISTOPHER V Director M Nonqualified Stock Option (right to buy) 4292 $0.00 0.0000 2,023,000,000 0.00% 0.00%
Nov. 18, 2024 DODDS CHRISTOPHER V Director M Common Stock 4992 $33.40 452,011.0000 2,023,000,000 1.12% 0.00%
Nov. 15, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 5400 $80.04 2,167,602.6599 2,023,000,000 0.25% 0.00%
Nov. 15, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 3600 $80.02 2,167,602.6599 2,023,000,000 0.17% 0.00%
Nov. 14, 2024 Ellis Stephen A Director G Common Stock 35316 $0.00 83,263.2629 2,023,000,000 29.78% 0.00%
Nov. 14, 2024 Beatty Jonathan S MD, Head of Advisor Services M Nonqualified Stock Option (right to buy) 2700 $0.00 5,958.0000 2,023,000,000 31.19% 0.00%
Nov. 14, 2024 Beatty Jonathan S MD, Head of Advisor Services S Common Stock 2700 $81.68 55,050.0000 2,023,000,000 4.68% 0.00%
Nov. 14, 2024 Beatty Jonathan S MD, Head of Advisor Services M Common Stock 2700 $44.24 55,050.0000 2,023,000,000 5.16% 0.00%
Nov. 13, 2024 Ruffel Charles A. Director S Common Stock 2998 $78.65 26,492.0200 2,023,000,000 10.17% 0.00%
Nov. 11, 2024 Beatty Jonathan S MD, Head of Advisor Services S Common Stock 2500 $77.02 55,050.0000 2,023,000,000 4.34% 0.00%
Nov. 11, 2024 Beatty Jonathan S MD, Head of Advisor Services M Nonqualified Stock Option (right to buy) 2500 $0.00 8,658.0000 2,023,000,000 22.41% 0.00%
Nov. 11, 2024 Beatty Jonathan S MD, Head of Advisor Services M Common Stock 2500 $44.24 55,050.0000 2,023,000,000 4.76% 0.00%
Nov. 6, 2024 Woolway Paul V MD, Chief Banking Officer G Common Stock 1321 $0.00 95,785.3558 2,023,000,000 1.36% 0.00%
Oct. 25, 2024 Wurster Richard A President F Common Stock 6479 $71.99 141,691.0000 2,023,000,000 4.37% 0.00%
Oct. 21, 2024 Schwab Charles R. Co-Chairman S Common Stock 17225 $70.90 98,660,994.3300 2,023,000,000 0.02% 0.00%
Oct. 17, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 5400 $72.22 2,197,402.6599 2,023,000,000 0.25% 0.00%
Oct. 17, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 20800 $72.14 2,176,602.6599 2,023,000,000 0.95% 0.00%
Oct. 17, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 3600 $72.22 2,176,602.6599 2,023,000,000 0.17% 0.00%
Oct. 16, 2024 Schwab Charles R. Co-Chairman M Nonqualified Stock Option (right to buy) 62345 $0.00 0.0000 2,023,000,000 100.00% 0.00%
Oct. 16, 2024 Schwab Charles R. Co-Chairman M Common Stock 62345 $28.44 98,678,219.3300 2,023,000,000 0.06% 0.00%
Oct. 16, 2024 Schwab Charles R. Co-Chairman S Common Stock 62345 $72.52 98,678,219.3300 2,023,000,000 0.06% 0.00%
Oct. 1, 2024 Ruffel Charles A. Director A Nonqualified Stock Option (right to buy) 1906 $0.00 1,906.0000 2,023,000,000 9999.99% 0.00%
Oct. 1, 2024 HERRINGER FRANK C Director A Nonqualified Stock Option (right to buy) 2621 $0.00 2,621.0000 2,023,000,000 9999.99% 0.00%
Oct. 1, 2024 Brown Marianne Catherine Director A Restricted Stock Units 587 $0.00 5,068.6600 2,023,000,000 13.10% 0.00%
Oct. 1, 2024 Masrani Bharat Director A Restricted Stock Units 470 $0.00 7,294.9100 2,023,000,000 6.89% 0.00%
Oct. 1, 2024 Ellis Stephen A Director A Nonqualified Stock Option (right to buy) 2145 $0.00 2,145.0000 2,023,000,000 9999.99% 0.00%
Sept. 17, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 3600 $64.06 2,206,402.6599 2,023,000,000 0.16% 0.00%
Sept. 17, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 5400 $64.05 2,206,402.6599 2,023,000,000 0.24% 0.00%
Aug. 16, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 5400 $65.25 2,215,402.6599 2,023,000,000 0.24% 0.00%
Aug. 16, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 3600 $65.24 2,215,402.6599 2,023,000,000 0.16% 0.00%
Aug. 15, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 7392 $65.08 2,220,802.6599 2,023,000,000 0.33% 0.00%
Aug. 15, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 4928 $65.13 2,219,002.6599 2,023,000,000 0.22% 0.00%
July 31, 2024 Schwab Charles R. Co-Chairman M Common Stock 67386 $27.45 98,678,219.3300 2,023,000,000 0.07% 0.00%
Aug. 1, 2024 Woolway Paul V MD, Chief Banking Officer S Common Stock 1150 $65.20 96,466.1632 2,023,000,000 1.18% 0.00%
July 31, 2024 Schwab Charles R. Co-Chairman S Common Stock 67386 $65.11 98,678,219.3300 2,023,000,000 0.07% 0.00%
July 31, 2024 Schwab Charles R. Co-Chairman M Nonqualified Stock Option (right to buy) 67386 $0.00 0.0000 2,023,000,000 100.00% 0.00%
July 19, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 5100 $61.93 2,237,022.6599 2,023,000,000 0.23% 0.00%
July 19, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 300 $62.45 2,236,722.6599 2,023,000,000 0.01% 0.00%
July 19, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 3500 $61.95 2,236,822.6599 2,023,000,000 0.16% 0.00%
July 19, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 100 $62.65 2,236,722.6599 2,023,000,000 0.00% 0.00%
July 17, 2024 Bettinger Walter W Co-Chairman and CEO P Common Stock 25000 $66.26 840,100.5627 2,023,000,000 3.07% 0.00%
July 17, 2024 Wurster Richard A President P Common Stock 10000 $62.05 148,170.0000 2,023,000,000 7.24% 0.00%
July 11, 2024 Beatty Jonathan S MD, Head of Advisor Services M Common Stock 780 $44.24 55,050.0000 2,023,000,000 1.44% 0.00%
July 11, 2024 Beatty Jonathan S MD, Head of Advisor Services M Nonqualified Stock Option (right to buy) 780 $0.00 11,158.0000 2,023,000,000 6.53% 0.00%
July 11, 2024 Beatty Jonathan S MD, Head of Advisor Services S Common Stock 780 $75.00 55,050.0000 2,023,000,000 1.40% 0.00%
July 1, 2024 Ellis Stephen A Director A Nonqualified Stock Option (right to buy) 1836 $0.00 3,672.0000 2,023,000,000 100.00% 0.00%
July 1, 2024 Beatty Jonathan S MD, Head of Advisor Services A Common Stock 11191 $0.00 55,050.0000 2,023,000,000 25.52% 0.00%
July 1, 2024 HERRINGER FRANK C Director A Nonqualified Stock Option (right to buy) 2244 $0.00 2,244.0000 2,023,000,000 9999.99% 0.00%
July 1, 2024 Brown Marianne Catherine Director A Restricted Stock Units 511 $0.00 4,464.3100 2,023,000,000 12.93% 0.00%
July 1, 2024 Masrani Bharat Director A Restricted Stock Units 409 $0.00 6,798.5000 2,023,000,000 6.40% 0.00%
July 1, 2024 Ruffel Charles A. Director A Nonqualified Stock Option (right to buy) 1632 $0.00 1,632.0000 2,023,000,000 9999.99% 0.00%
June 20, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 5400 $72.48 2,245,722.6599 2,023,000,000 0.24% 0.00%
June 20, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 3600 $72.49 2,245,722.6599 2,023,000,000 0.16% 0.00%
June 12, 2024 Clark Bernard J. MD Head of Advisor Services M Common Stock 8164 $52.05 126,079.1279 2,023,000,000 6.92% 0.00%
June 12, 2024 Clark Bernard J. MD Head of Advisor Services S Common Stock 8164 $75.00 126,079.1279 2,023,000,000 6.08% 0.00%
June 12, 2024 Clark Bernard J. MD Head of Advisor Services M Nonqualified Stock Option (right to buy) 8164 $0.00 44,251.0000 2,023,000,000 15.58% 0.00%
May 28, 2024 ADAMS JOHN K JR Director A Common Stock 1809 $0.00 46,933.8678 2,023,000,000 4.01% 0.00%
May 28, 2024 ADAMS JOHN K JR Director A Nonqualified Stock Option (right to buy) 4496 $0.00 4,496.0000 2,023,000,000 9999.99% 0.00%
May 28, 2024 Ruffel Charles A. Director A Common Stock 1809 $0.00 29,394.0236 2,023,000,000 6.56% 0.00%
May 28, 2024 Ruffel Charles A. Director A Nonqualified Stock Option (right to buy) 4496 $0.00 4,496.0000 2,023,000,000 9999.99% 0.00%
May 28, 2024 Ricketts Todd M Director A Common Stock 1809 $0.00 538,384.0000 2,023,000,000 0.34% 0.00%
May 28, 2024 Ricketts Todd M Director A Nonqualified Stock Option (right to buy) 4496 $0.00 4,496.0000 2,023,000,000 9999.99% 0.00%
May 28, 2024 Clark Bernard J. MD Head of Advisor Services M Common Stock 28670 $42.99 126,079.1279 2,023,000,000 29.43% 0.00%
May 28, 2024 Clark Bernard J. MD Head of Advisor Services S Common Stock 74615 $70.91 128,895.1279 2,023,000,000 36.66% 0.00%
May 28, 2024 Clark Bernard J. MD Head of Advisor Services S Common Stock 2816 $71.88 126,079.1279 2,023,000,000 2.18% 0.00%
May 28, 2024 Clark Bernard J. MD Head of Advisor Services M Nonqualified Stock Option (right to buy) 28670 $0.00 0.0000 2,023,000,000 100.00% 0.00%
May 28, 2024 MARTIN-FLICKINGER GERRI Director A Common Stock 1809 $0.00 12,760.0000 2,023,000,000 16.52% 0.00%
May 28, 2024 MARTIN-FLICKINGER GERRI Director A Nonqualified Stock Option (right to buy) 4496 $0.00 4,496.0000 2,023,000,000 9999.99% 0.00%
May 28, 2024 SNEED PAULA A Director A Common Stock 1809 $0.00 120,912.1605 2,023,000,000 1.52% 0.00%
May 28, 2024 SNEED PAULA A Director A Nonqualified Stock Option (right to buy) 4496 $0.00 4,496.0000 2,023,000,000 9999.99% 0.00%
May 28, 2024 Schwab-Pomerantz Carolyn Director A Common Stock 1809 $0.00 2,254,722.6599 2,023,000,000 0.08% 0.00%
May 28, 2024 Schwab-Pomerantz Carolyn Director A Nonqualified Stock Option (right to buy) 4496 $0.00 4,496.0000 2,023,000,000 9999.99% 0.00%
May 28, 2024 SARIN ARUN Director A Common Stock 1809 $0.00 27,821.0000 2,023,000,000 6.95% 0.00%
May 28, 2024 SARIN ARUN Director A Nonqualified Stock Option (right to buy) 4496 $0.00 4,496.0000 2,023,000,000 9999.99% 0.00%
May 28, 2024 Masrani Bharat Director A Common Stock 1809 $0.00 7,279.0000 2,023,000,000 33.07% 0.00%
May 28, 2024 Masrani Bharat Director A Nonqualified Stock Option (right to buy) 4496 $0.00 4,496.0000 2,023,000,000 9999.99% 0.00%
May 28, 2024 Levitt Brian M Director A Common Stock 1809 $0.00 29,125.0000 2,023,000,000 6.62% 0.00%
May 28, 2024 Levitt Brian M Director A Nonqualified Stock Option (right to buy) 4496 $0.00 4,496.0000 2,023,000,000 9999.99% 0.00%
May 28, 2024 HERRINGER FRANK C Director A Common Stock 1809 $0.00 227,035.0000 2,023,000,000 0.80% 0.00%
May 28, 2024 HERRINGER FRANK C Director A Nonqualified Stock Option (right to buy) 4496 $0.00 4,496.0000 2,023,000,000 9999.99% 0.00%
May 28, 2024 Ellis Stephen A Director A Common Stock 1809 $0.00 117,778.2588 2,023,000,000 1.56% 0.00%
May 28, 2024 Ellis Stephen A Director A Nonqualified Stock Option (right to buy) 4496 $0.00 4,496.0000 2,023,000,000 9999.99% 0.00%
May 28, 2024 DODDS CHRISTOPHER V Director A Common Stock 1809 $0.00 452,011.0000 2,023,000,000 0.40% 0.00%
May 28, 2024 DODDS CHRISTOPHER V Director A Nonqualified Stock Option (right to buy) 4496 $0.00 4,496.0000 2,023,000,000 9999.99% 0.00%
May 28, 2024 Dea Joan Director A Common Stock 1809 $0.00 26,724.0000 2,023,000,000 7.26% 0.00%
May 28, 2024 Dea Joan Director A Nonqualified Stock Option (right to buy) 4496 $0.00 4,496.0000 2,023,000,000 9999.99% 0.00%
May 28, 2024 Brown Marianne Catherine Director A Common Stock 1809 $0.00 14,289.0000 2,023,000,000 14.50% 0.00%
May 28, 2024 Brown Marianne Catherine Director A Nonqualified Stock Option (right to buy) 4496 $0.00 4,496.0000 2,023,000,000 9999.99% 0.00%
May 22, 2024 Masrani Bharat Director F Common Stock 197 $78.71 5,470.0000 2,023,000,000 3.48% 0.00%
May 22, 2024 Levitt Brian M Director F Common Stock 197 $78.71 27,316.0000 2,023,000,000 0.72% 0.00%
May 20, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 3600 $78.41 2,252,913.6599 2,023,000,000 0.16% 0.00%
May 20, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 5400 $78.41 2,252,913.6599 2,023,000,000 0.24% 0.00%
May 20, 2024 Schwab Charles R. Co-Chairman G Common Stock 64100 $0.00 98,678,219.3300 2,023,000,000 0.06% 0.00%
May 17, 2024 Levitt Brian M Director F Common Stock 241 $77.92 27,675.0000 2,023,000,000 0.86% 0.00%
May 19, 2024 Levitt Brian M Director F Common Stock 162 $78.50 27,513.0000 2,023,000,000 0.59% 0.00%
May 17, 2024 Masrani Bharat Director F Common Stock 241 $77.92 5,829.0000 2,023,000,000 3.97% 0.00%
May 19, 2024 Masrani Bharat Director F Common Stock 162 $78.50 5,667.0000 2,023,000,000 2.78% 0.00%
May 14, 2024 Schwab Charles R. Co-Chairman S Common Stock 65360 $76.89 98,800,384.3300 2,023,000,000 0.07% 0.00%
May 15, 2024 Schwab Charles R. Co-Chairman S Common Stock 58065 $78.08 98,742,319.3300 2,023,000,000 0.06% 0.00%
May 6, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 13113 $76.38 2,287,893.6599 2,023,000,000 0.57% 0.00%
May 9, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 26315 $76.13 2,261,578.6599 2,023,000,000 1.15% 0.00%
May 8, 2024 Schwab Charles R. Co-Chairman G Common Stock 65790 $0.00 98,899,744.3300 2,023,000,000 0.07% 0.00%
May 9, 2024 Schwab Charles R. Co-Chairman G Common Stock 34000 $0.00 98,865,744.3300 2,023,000,000 0.03% 0.00%
May 6, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 13113 $76.38 2,281,540.6599 2,023,000,000 0.57% 0.00%
May 6, 2024 Schwab Charles R. Co-Chairman S Common Stock 65790 $76.40 98,965,534.3300 2,023,000,000 0.07% 0.00%
May 3, 2024 Schwab Charles R. Co-Chairman S Common Stock 66225 $75.51 99,031,324.3300 2,023,000,000 0.07% 0.00%
April 26, 2024 Schwab Charles R. Co-Chairman S Common Stock 59905 $74.96 99,157,455.3300 2,023,000,000 0.06% 0.00%
April 29, 2024 Schwab Charles R. Co-Chairman S Common Stock 59906 $74.78 99,097,549.3300 2,023,000,000 0.06% 0.00%
April 24, 2024 Crawford Peter B. CFO S Common Stock 5481 $75.51 60,567.0000 2,023,000,000 8.30% 0.00%
April 24, 2024 Crawford Peter B. CFO M Nonqualified Stock Option (right to buy) 5481 $0.00 0.0000 2,023,000,000 100.00% 0.00%
April 24, 2024 Crawford Peter B. CFO M Common Stock 5481 $28.44 60,567.0000 2,023,000,000 9.95% 0.00%
April 22, 2024 Schwab Charles R. Co-Chairman S Common Stock 89275 $74.62 99,217,360.3300 2,023,000,000 0.09% 0.00%
April 22, 2024 Schwab Charles R. Co-Chairman G Common Stock 26900 $0.00 99,217,360.3300 2,023,000,000 0.03% 0.00%
April 19, 2024 Ellis Stephen A Director M Common Stock 2054 $28.79 115,969.2588 2,023,000,000 1.80% 0.00%
April 19, 2024 Ellis Stephen A Director M Common Stock 10511 $25.01 115,969.2588 2,023,000,000 9.97% 0.00%
April 19, 2024 Ellis Stephen A Director M Nonqualified Stock Option (right to buy) 2054 $0.00 0.0000 2,023,000,000 100.00% 0.00%
April 19, 2024 Ellis Stephen A Director M Nonqualified Stock Option (right to buy) 2185 $0.00 0.0000 2,023,000,000 100.00% 0.00%
April 19, 2024 Ellis Stephen A Director M Nonqualified Stock Option (right to buy) 10511 $0.00 0.0000 2,023,000,000 100.00% 0.00%
April 19, 2024 Ellis Stephen A Director S Common Stock 14750 $73.21 115,969.2588 2,023,000,000 11.28% 0.00%
April 19, 2024 Ellis Stephen A Director M Common Stock 2185 $27.32 115,969.2588 2,023,000,000 1.92% 0.00%
April 18, 2024 Schwab-Pomerantz Carolyn Director M Nonqualified Stock Option (right to buy) 7482 $0.00 0.0000 2,023,000,000 100.00% 0.00%
April 18, 2024 MARTINETTO JOSEPH R COO G Common Stock 13353 $0.00 288,519.7510 2,023,000,000 4.42% 0.00%
April 19, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 3600 $73.16 2,301,006.6599 2,023,000,000 0.16% 0.00%
April 19, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 5400 $73.17 2,301,006.6599 2,023,000,000 0.23% 0.00%
April 18, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 7482 $73.47 2,306,406.6599 2,023,000,000 0.32% 0.00%
April 18, 2024 Schwab-Pomerantz Carolyn Director M Common Stock 7482 $28.44 2,301,006.6599 2,023,000,000 0.33% 0.00%
April 16, 2024 Murtagh Nigel J Chief Risk Officer G Common Stock 133 $0.00 73,113.2224 2,023,000,000 0.18% 0.00%
April 16, 2024 MARTINETTO JOSEPH R COO S Common Stock 43000 $70.83 301,872.7510 2,023,000,000 12.47% 0.00%
April 16, 2024 Morgan Peter J. III General Counsel S Common Stock 24520 $72.23 148.2710 2,023,000,000 99.40% 0.00%
April 18, 2024 Crawford Peter B. CFO M Nonqualified Stock Option (right to buy) 5482 $0.00 5,481.0000 2,023,000,000 50.00% 0.00%
April 18, 2024 Crawford Peter B. CFO S Common Stock 5482 $73.46 60,567.0000 2,023,000,000 8.30% 0.00%
April 18, 2024 Crawford Peter B. CFO M Common Stock 5482 $28.44 60,567.0000 2,023,000,000 9.95% 0.00%
April 16, 2024 Crawford Peter B. CFO S Common Stock 6114 $71.02 60,567.0000 2,023,000,000 9.17% 0.00%
April 16, 2024 Murtagh Nigel J Chief Risk Officer S Common Stock 10000 $72.40 73,246.2244 2,023,000,000 12.01% 0.00%
April 16, 2024 SARIN ARUN Director M Nonqualified Stock Option (right to buy) 5011 $0.00 0.0000 2,023,000,000 100.00% 0.00%
April 16, 2024 SARIN ARUN Director S Common Stock 5011 $71.11 26,012.0000 2,023,000,000 16.15% 0.00%
April 16, 2024 SARIN ARUN Director M Common Stock 5011 $25.01 26,012.0000 2,023,000,000 23.86% 0.00%
April 16, 2024 Goldfarb Mark A Director S Common Stock 400 $71.48 27,312.0000 2,023,000,000 1.44% 0.00%
April 16, 2024 Goldfarb Mark A Director S Common Stock 6700 $70.82 27,712.0000 2,023,000,000 19.47% 0.00%
April 1, 2024 Ellis Stephen A Director A Nonqualified Stock Option (right to buy) 1520 $0.00 1,520.0000 2,023,000,000 9999.99% 0.00%
April 1, 2024 Brown Marianne Catherine Director A Restricted Stock Units 519 $0.00 3,939.7700 2,023,000,000 15.17% 0.00%
April 1, 2024 Ruffel Charles A. Director A Nonqualified Stock Option (right to buy) 1351 $0.00 1,351.0000 2,023,000,000 9999.99% 0.00%
April 1, 2024 HERRINGER FRANK C Director A Nonqualified Stock Option (right to buy) 1858 $0.00 1,858.0000 2,023,000,000 9999.99% 0.00%
April 1, 2024 Masrani Bharat Director A Restricted Stock Units 415 $0.00 6,367.6200 2,023,000,000 6.97% 0.00%
March 22, 2024 ADAMS JOHN K JR Director M Common Stock 7866 $28.96 60,825.8678 2,023,000,000 14.85% 0.00%
March 22, 2024 ADAMS JOHN K JR Director M Common Stock 7835 $31.21 52,959.8678 2,023,000,000 17.36% 0.00%
March 22, 2024 ADAMS JOHN K JR Director S Common Stock 15701 $72.64 45,124.8678 2,023,000,000 25.81% 0.00%
March 26, 2024 Ellis Stephen A Director M Common Stock 2165 $27.45 115,969.2588 2,023,000,000 1.90% 0.00%
March 26, 2024 Ellis Stephen A Director A Common Stock 2165 $0.00 115,969.2588 2,023,000,000 1.90% 0.00%
March 26, 2024 Ellis Stephen A Director M Nonqualified Stock Option (right to buy) 2165 $0.00 0.0000 2,023,000,000 100.00% 0.00%
March 22, 2024 ADAMS JOHN K JR Director M Common Stock 7835 $31.21 52,286.0000 2,023,000,000 17.63% 0.00%
March 22, 2024 ADAMS JOHN K JR Director M Common Stock 7866 $28.96 60,152.0000 2,023,000,000 15.04% 0.00%
March 22, 2024 ADAMS JOHN K JR Director S Common Stock 15701 $72.64 44,451.0000 2,023,000,000 26.10% 0.00%
March 22, 2024 ADAMS JOHN K JR Director M Nonqualified Stock Option (right to buy) 7835 $0.00 0.0000 2,023,000,000 100.00% 0.00%
March 22, 2024 ADAMS JOHN K JR Director M Nonqualified Stock Option (right to buy) 7866 $0.00 0.0000 2,023,000,000 100.00% 0.00%
March 21, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 3256 $70.66 2,312,150.6599 2,023,000,000 0.14% 0.00%
March 21, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 2144 $71.21 2,310,006.6599 2,023,000,000 0.09% 0.00%
March 21, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 2534 $70.68 2,311,072.6599 2,023,000,000 0.11% 0.00%
March 21, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 1066 $71.28 2,310,006.6599 2,023,000,000 0.05% 0.00%
March 21, 2024 Murtagh Nigel J Chief Risk Officer M Common Stock 12948 $26.39 96,194.2244 2,023,000,000 15.55% 0.00%
March 21, 2024 Murtagh Nigel J Chief Risk Officer S Common Stock 12948 $70.03 83,246.2244 2,023,000,000 13.46% 0.00%
March 21, 2024 Murtagh Nigel J Chief Risk Officer M Nonqualified Stock Option (right to buy) 12948 $0.00 0.0000 2,023,000,000 100.00% 0.00%
March 21, 2024 Craig Jonathan M. Please see remarks M Common Stock 4977 $26.39 0.0000 2,023,000,000 0.00% 0.00%
March 21, 2024 Craig Jonathan M. Please see remarks S Common Stock 4977 $70.01 0.0000 2,023,000,000 100.00% 0.00%
March 21, 2024 Craig Jonathan M. Please see remarks M Nonqualified Stock Option (right to buy) 4977 $0.00 0.0000 2,023,000,000 100.00% 0.00%
March 6, 2024 Murtagh Nigel J Chief Risk Officer S Common Stock 25558 $67.72 87,679.2244 2,023,000,000 22.57% 0.00%
March 6, 2024 Murtagh Nigel J Chief Risk Officer S Common Stock 4433 $68.24 83,246.2244 2,023,000,000 5.06% 0.00%
March 6, 2024 Craig Jonathan M. Please see remarks S Common Stock 40616 $67.71 8,135.0000 2,023,000,000 83.31% 0.00%
March 6, 2024 Craig Jonathan M. Please see remarks S Common Stock 8135 $68.23 0.0000 2,023,000,000 100.00% 0.00%
March 1, 2024 Crawford Peter B. CFO A Common Stock 80000 $0.00 146,681.0000 2,023,000,000 119.97% 0.00%
March 1, 2024 Bettinger Walter W Co-Chairman and CEO A Common Stock 251296 $0.00 920,511.9589 2,023,000,000 37.55% 0.01%
March 1, 2024 Bettinger Walter W Co-Chairman and CEO F Common Stock 105420 $66.36 815,091.9589 2,023,000,000 11.45% 0.01%
March 1, 2024 Bettinger Walter W Co-Chairman and CEO A Nonqualified Stock Option (right to buy) 382400 $0.00 382,400.0000 2,023,000,000 9999.99% 0.02%
March 1, 2024 Clark Bernard J. MD Head of Advisor Services A Common Stock 80000 $0.00 254,827.7999 2,023,000,000 45.76% 0.00%
March 4, 2024 Clark Bernard J. MD Head of Advisor Services F Common Stock 31239 $66.36 174,827.7999 2,023,000,000 15.16% 0.00%
March 1, 2024 Clark Bernard J. MD Head of Advisor Services A Nonqualified Stock Option (right to buy) 64956 $0.00 64,956.0000 2,023,000,000 9999.99% 0.00%
March 1, 2024 Wurster Richard A President A Common Stock 58354 $0.00 162,510.0000 2,023,000,000 56.03% 0.00%
March 1, 2024 Wurster Richard A President F Common Stock 24340 $66.36 138,170.0000 2,023,000,000 14.98% 0.00%
March 1, 2024 Wurster Richard A President A Nonqualified Stock Option (right to buy) 167628 $0.00 167,628.0000 2,023,000,000 9999.99% 0.01%
March 1, 2024 Murtagh Nigel J Chief Risk Officer A Common Stock 55060 $0.00 138,306.2244 2,023,000,000 66.14% 0.00%
March 1, 2024 Murtagh Nigel J Chief Risk Officer F Common Stock 25069 $66.36 113,237.2244 2,023,000,000 18.13% 0.00%
March 1, 2024 Murtagh Nigel J Chief Risk Officer A Nonqualified Stock Option (right to buy) 44003 $0.00 44,003.0000 2,023,000,000 9999.99% 0.00%
March 1, 2024 Crawford Peter B. CFO F Common Stock 37430 $66.36 66,681.0000 2,023,000,000 35.95% 0.00%
March 1, 2024 Crawford Peter B. CFO A Nonqualified Stock Option (right to buy) 67051 $0.00 67,051.0000 2,023,000,000 9999.99% 0.00%
March 1, 2024 Craig Jonathan M. Please see remarks A Common Stock 92236 $0.00 140,987.0000 2,023,000,000 189.20% 0.00%
March 1, 2024 Craig Jonathan M. Please see remarks F Common Stock 43485 $66.36 48,751.0000 2,023,000,000 47.15% 0.00%
March 1, 2024 Craig Jonathan M. Please see remarks A Nonqualified Stock Option (right to buy) 69147 $0.00 69,147.0000 2,023,000,000 9999.99% 0.00%
March 1, 2024 MARTINETTO JOSEPH R COO A Common Stock 155296 $0.00 415,752.4990 2,023,000,000 59.62% 0.01%
March 1, 2024 MARTINETTO JOSEPH R COO F Common Stock 70882 $66.36 344,870.4990 2,023,000,000 17.05% 0.00%
March 1, 2024 MARTINETTO JOSEPH R COO A Nonqualified Stock Option (right to buy) 129911 $0.00 129,911.0000 2,023,000,000 9999.99% 0.01%
March 1, 2024 Morgan Peter J. III General Counsel A Common Stock 44236 $0.00 44,383.7740 2,023,000,000 9999.99% 0.00%
March 1, 2024 Morgan Peter J. III General Counsel F Common Stock 19716 $66.36 24,667.7740 2,023,000,000 44.42% 0.00%
March 1, 2024 Morgan Peter J. III General Counsel A Nonqualified Stock Option (right to buy) 30383 $0.00 30,383.0000 2,023,000,000 9999.99% 0.00%
March 1, 2024 Schwab Charles R. Co-Chairman A Common Stock 84706 $0.00 99,418,241.3300 2,023,000,000 0.09% 0.00%
March 1, 2024 Schwab Charles R. Co-Chairman F Common Stock 33332 $66.36 99,333,535.3300 2,023,000,000 0.03% 0.00%
March 1, 2024 Schwab Charles R. Co-Chairman A Nonqualified Stock Option (right to buy) 104767 $0.00 104,767.0000 2,023,000,000 9999.99% 0.01%
Feb. 28, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 5400 $65.29 2,319,006.6599 2,023,000,000 0.23% 0.00%
Feb. 28, 2024 Schwab-Pomerantz Carolyn Director S Common Stock 3600 $65.28 2,319,006.6599 2,023,000,000 0.15% 0.00%
Feb. 28, 2024 Crawford Peter B. CFO S Common Stock 5500 $65.71 24,111.0000 2,023,000,000 18.57% 0.00%
Feb. 22, 2024 Schwab Charles R. Co-Chairman S Common Stock 58500 $64.60 99,340,661.3300 2,023,000,000 0.06% 0.00%
Feb. 23, 2024 Schwab Charles R. Co-Chairman S Common Stock 58500 $64.72 99,282,161.3300 2,023,000,000 0.06% 0.00%
Feb. 15, 2024 Schwab Charles R. Co-Chairman M Nonqualified Stock Option (right to buy) 71226 $0.00 0.0000 2,023,000,000 100.00% 0.00%
Feb. 15, 2024 Schwab Charles R. Co-Chairman S Common Stock 71226 $64.99 99,399,161.3290 2,023,000,000 0.07% 0.00%
Feb. 15, 2024 Schwab Charles R. Co-Chairman M Common Stock 71226 $25.86 99,399,161.3290 2,023,000,000 0.07% 0.00%
Feb. 15, 2024 Crawford Peter B. CFO S Common Stock 8000 $64.76 29,611.0000 2,023,000,000 21.27% 0.00%
Feb. 8, 2024 Schwab Charles R. Co-Chairman G Common Stock 80650 $0.00 99,399,161.3290 2,023,000,000 0.08% 0.00%
Feb. 1, 2024 HERRINGER FRANK C Director M Common Stock 10511 $25.01 225,226.0000 2,023,000,000 4.90% 0.00%
Feb. 1, 2024 HERRINGER FRANK C Director S Common Stock 7587 $62.25 225,226.0000 2,023,000,000 3.26% 0.00%
Feb. 1, 2024 HERRINGER FRANK C Director M Nonqualified Stock Option (right to buy) 10511 $0.00 0.0000 2,023,000,000 100.00% 0.00%
Jan. 24, 2024 Schwab Charles R. Co-Chairman S Common Stock 16390 $63.94 99,479,811.3290 2,023,000,000 0.02% 0.00%
Jan. 22, 2024 Crawford Peter B. CFO S Common Stock 4000 $64.49 37,611.0000 2,023,000,000 9.61% 0.00%
Jan. 2, 2024 Ruffel Charles A. Director A Nonqualified Stock Option (right to buy) 1634 $0.00 1,634.0000 2,023,000,000 9999.99% 0.00%
Jan. 2, 2024 Brown Marianne Catherine Director A Restricted Stock Units 543 $0.00 3,407.7000 2,023,000,000 18.95% 0.00%
Jan. 2, 2024 HERRINGER FRANK C Director A Nonqualified Stock Option (right to buy) 2247 $0.00 2,247.0000 2,023,000,000 9999.99% 0.00%
Jan. 2, 2024 Masrani Bharat Director A Restricted Stock Units 435 $0.00 5,929.8700 2,023,000,000 7.92% 0.00%
Jan. 2, 2024 Ellis Stephen A Director A Nonqualified Stock Option (right to buy) 1839 $0.00 1,839.0000 2,023,000,000 9999.99% 0.00%
Jan. 2, 2024 Schwab-Pomerantz Carolyn Director F Common Stock 3023 $69.22 2,328,006.6599 2,023,000,000 0.13% 0.00%
Dec. 15, 2023 Ellis Stephen A Director M Common Stock 2247 $25.82 113,395.6073 2,023,000,000 2.02% 0.00%
Dec. 15, 2023 Ellis Stephen A Director M Nonqualified Stock Option (right to buy) 2247 $0.00 0.0000 2,023,000,000 100.00% 0.00%
Nov. 30, 2023 Schwab-Pomerantz Carolyn Director S Common Stock 12208 $61.28 2,331,029.6599 2,023,000,000 0.52% 0.00%
Nov. 30, 2023 Morgan Peter J. III General Counsel S Common Stock 7162 $60.72 146.9680 2,023,000,000 97.99% 0.00%
Nov. 30, 2023 Crawford Peter B. CFO M Nonqualified Stock Option (right to buy) 4000 $0.00 10,963.0000 2,023,000,000 26.73% 0.00%
Nov. 30, 2023 Crawford Peter B. CFO S Common Stock 4000 $60.56 41,611.0000 2,023,000,000 8.77% 0.00%
Nov. 30, 2023 Crawford Peter B. CFO M Common Stock 4000 $28.44 41,611.0000 2,023,000,000 10.64% 0.00%
Nov. 3, 2023 Crawford Peter B. CFO S Common Stock 3114 $56.19 41,611.0000 2,023,000,000 6.96% 0.00%
Nov. 2, 2023 Schwab Charles R. Co-Chairman G Common Stock 92300 $0.00 99,496,201.3290 2,023,000,000 0.09% 0.00%
Nov. 1, 2023 Morgan Peter J. III General Counsel F Common Stock 852 $52.69 7,308.9680 2,023,000,000 10.44% 0.00%
Oct. 30, 2023 Schwab Charles R. Co-Chairman G Common Stock 59455 $0.00 99,588,501.3290 2,023,000,000 0.06% 0.00%
Oct. 24, 2023 SNEED PAULA A Director S Common Stock 6918 $49.98 117,200.1605 2,023,000,000 5.57% 0.00%
Oct. 19, 2023 Schwab-Pomerantz Carolyn Director I Common Stock 8209 $52.04 2,343,237.6599 2,023,000,000 0.35% 0.00%
Oct. 19, 2023 Schwab-Pomerantz Carolyn Director I Common Stock 1495 $52.04 2,343,237.6599 2,023,000,000 0.06% 0.00%
Oct. 2, 2023 HERRINGER FRANK C Director A Restricted Stock Units 771 $0.00 144,796.1600 2,023,000,000 0.54% 0.00%
Oct. 2, 2023 Ruffel Charles A. Director A Nonqualified Stock Option (right to buy) 1938 $0.00 1,938.0000 2,023,000,000 9999.99% 0.00%
Oct. 2, 2023 Ellis Stephen A Director A Nonqualified Stock Option (right to buy) 2181 $0.00 2,181.0000 2,023,000,000 9999.99% 0.00%
Oct. 2, 2023 Brown Marianne Catherine Director A Restricted Stock Units 561 $0.00 2,851.9600 2,023,000,000 24.49% 0.00%
Oct. 2, 2023 Masrani Bharat Director A Restricted Stock Units 561 $0.00 5,470.4400 2,023,000,000 11.43% 0.00%
Sept. 18, 2023 Crawford Peter B. Chief Financial Officer S Common Stock 3792 $57.31 44,725.0000 2,023,000,000 7.82% 0.00%
Sept. 18, 2023 Crawford Peter B. Chief Financial Officer M Common Stock 3792 $23.12 44,725.0000 2,023,000,000 9.26% 0.00%
Sept. 18, 2023 Crawford Peter B. Chief Financial Officer M Nonqualified Stock Option (right to buy) 3792 $0.00 0.0000 2,023,000,000 100.00% 0.00%
Aug. 29, 2023 Morgan Peter J. III MD, General Counsel S Common Stock 8000 $59.61 8,160.4400 2,023,000,000 49.50% 0.00%
Aug. 17, 2023 Ruffel Charles A. Director P Common Stock 833 $60.55 27,383.8224 2,023,000,000 3.14% 0.00%
Aug. 9, 2023 Schwab Charles R. Co-Chairman G Common Stock 107695 $0.00 99,647,956.3300 2,023,000,000 0.11% 0.01%
Aug. 2, 2023 Schwab Charles R. Co-Chairman G Common Stock 76335 $0.00 99,755,651.3300 2,023,000,000 0.08% 0.00%
July 24, 2023 Schwab Charles R. Co-Chairman M Nonqualified Stock Option (right to buy) 72047 $0.00 0.0000 2,023,000,000 100.00% 0.00%
July 26, 2023 Schwab Charles R. Co-Chairman S Common Stock 75760 $66.60 99,831,986.3300 2,023,000,000 0.08% 0.00%
July 24, 2023 Schwab Charles R. Co-Chairman S Common Stock 72047 $66.66 99,907,746.3300 2,023,000,000 0.07% 0.00%
July 24, 2023 Schwab Charles R. Co-Chairman M Common Stock 72047 $23.12 99,831,986.3300 2,023,000,000 0.07% 0.00%
July 3, 2023 Ruffel Charles A. Director A Nonqualified Stock Option (right to buy) 1847 $0.00 1,847.0000 2,023,000,000 9999.99% 0.00%
July 3, 2023 HERRINGER FRANK C Director A Restricted Stock Units 715 $0.00 143,406.9100 2,023,000,000 0.50% 0.00%
July 3, 2023 Brown Marianne Catherine Director A Restricted Stock Units 520 $0.00 2,281.1300 2,023,000,000 29.53% 0.00%
July 3, 2023 Ellis Stephen A Director A Nonqualified Stock Option (right to buy) 2077 $0.00 2,077.0000 2,023,000,000 9999.99% 0.00%
July 3, 2023 Masrani Bharat Director A Restricted Stock Units 520 $0.00 4,888.3700 2,023,000,000 11.90% 0.00%
June 5, 2023 Wurster Richard A President F Common Stock 1177 $54.02 103,775.0000 2,023,000,000 1.12% 0.00%
May 22, 2023 SNEED PAULA A Director A Nonqualified Stock Option (right to buy) 5464 $0.00 5,464.0000 2,023,000,000 9999.99% 0.00%
May 22, 2023 ADAMS JOHN K JR Director A Common Stock 2496 $0.00 44,451.0000 2,023,000,000 5.95% 0.00%
May 22, 2023 ADAMS JOHN K JR Director A Nonqualified Stock Option (right to buy) 5464 $0.00 5,464.0000 2,023,000,000 9999.99% 0.00%
May 22, 2023 Ricketts Todd M Director A Common Stock 2496 $0.00 536,575.0000 2,023,000,000 0.47% 0.00%
May 22, 2023 Ricketts Todd M Director A Nonqualified Stock Option (right to buy) 5464 $0.00 5,464.0000 2,023,000,000 9999.99% 0.00%
May 22, 2023 Brown Marianne Catherine Director A Common Stock 2496 $0.00 12,480.0000 2,023,000,000 25.00% 0.00%
May 22, 2023 Brown Marianne Catherine Director A Nonqualified Stock Option (right to buy) 5464 $0.00 5,464.0000 2,023,000,000 9999.99% 0.00%
May 22, 2023 SARIN ARUN Director A Common Stock 2496 $0.00 26,012.0000 2,023,000,000 10.61% 0.00%
May 22, 2023 SARIN ARUN Director A Nonqualified Stock Option (right to buy) 5464 $0.00 5,464.0000 2,023,000,000 9999.99% 0.00%
May 22, 2023 DODDS CHRISTOPHER V Director A Common Stock 2496 $0.00 450,202.0000 2,023,000,000 0.56% 0.00%
May 22, 2023 DODDS CHRISTOPHER V Director A Nonqualified Stock Option (right to buy) 5464 $0.00 5,464.0000 2,023,000,000 9999.99% 0.00%
May 22, 2023 Ellis Stephen A Director A Common Stock 2496 $0.00 107,196.0000 2,023,000,000 2.38% 0.00%
May 22, 2023 Ellis Stephen A Director A Nonqualified Stock Option (right to buy) 5464 $0.00 5,464.0000 2,023,000,000 9999.99% 0.00%
May 22, 2023 Goldfarb Mark A Director A Common Stock 2496 $0.00 34,412.0000 2,023,000,000 7.82% 0.00%
May 22, 2023 Goldfarb Mark A Director A Nonqualified Stock Option (right to buy) 5464 $0.00 5,464.0000 2,023,000,000 9999.99% 0.00%
May 22, 2023 Levitt Brian M Director A Common Stock 2496 $0.00 27,916.0000 2,023,000,000 9.82% 0.00%
May 22, 2023 Levitt Brian M Director A Nonqualified Stock Option (right to buy) 5464 $0.00 5,464.0000 2,023,000,000 9999.99% 0.00%
May 22, 2023 HERRINGER FRANK C Director A Common Stock 2496 $0.00 215,046.0000 2,023,000,000 1.17% 0.00%
May 22, 2023 HERRINGER FRANK C Director A Nonqualified Stock Option (right to buy) 5464 $0.00 5,464.0000 2,023,000,000 9999.99% 0.00%
May 22, 2023 Masrani Bharat Director A Common Stock 2496 $0.00 6,070.0000 2,023,000,000 69.84% 0.00%
May 22, 2023 Masrani Bharat Director A Nonqualified Stock Option (right to buy) 5464 $0.00 5,464.0000 2,023,000,000 9999.99% 0.00%
May 22, 2023 MARTIN-FLICKINGER GERRI Director A Common Stock 2496 $0.00 10,951.0000 2,023,000,000 29.52% 0.00%
May 22, 2023 MARTIN-FLICKINGER GERRI Director A Nonqualified Stock Option (right to buy) 5464 $0.00 5,464.0000 2,023,000,000 9999.99% 0.00%
May 22, 2023 SNEED PAULA A Director A Common Stock 2496 $0.00 124,118.1605 2,023,000,000 2.05% 0.00%
May 22, 2023 Dea Joan Director A Common Stock 2496 $0.00 24,915.0000 2,023,000,000 11.13% 0.00%
May 22, 2023 Dea Joan Director A Nonqualified Stock Option (right to buy) 5464 $0.00 5,464.0000 2,023,000,000 9999.99% 0.00%
May 22, 2023 Ruffel Charles A. Director A Common Stock 2496 $0.00 26,462.1441 2,023,000,000 10.41% 0.00%
May 22, 2023 Ruffel Charles A. Director A Nonqualified Stock Option (right to buy) 5464 $0.00 5,464.0000 2,023,000,000 9999.99% 0.00%
May 22, 2023 Schwab Charles R. Co-Chairman M Common Stock 77640 $22.67 99,907,746.3300 2,023,000,000 0.08% 0.00%
May 22, 2023 Schwab Charles R. Co-Chairman S Common Stock 77640 $51.76 99,930,486.3300 2,023,000,000 0.08% 0.00%
May 23, 2023 Schwab Charles R. Co-Chairman G Common Stock 22740 $0.00 99,907,746.3300 2,023,000,000 0.02% 0.00%
May 22, 2023 Schwab Charles R. Co-Chairman M Nonqualified Stock Option (right to buy) 77640 $0.00 0.0000 2,023,000,000 100.00% 0.00%
May 19, 2023 Masrani Bharat Director F Common Stock 162 $51.67 3,574.0000 2,023,000,000 4.34% 0.00%
May 19, 2023 Levitt Brian M Director F Common Stock 162 $51.67 25,420.0000 2,023,000,000 0.63% 0.00%
May 17, 2023 Masrani Bharat Director F Common Stock 121 $51.12 3,736.0000 2,023,000,000 3.14% 0.00%
May 17, 2023 Levitt Brian M Director F Common Stock 121 $51.12 25,582.0000 2,023,000,000 0.47% 0.00%
April 3, 2023 Ellis Stephen A Director A Nonqualified Stock Option (right to buy) 2110 $0.00 2,110.0000 2,023,000,000 9999.99% 0.00%
April 3, 2023 HERRINGER FRANK C Director A Restricted Stock Units 800 $0.00 142,037.4100 2,023,000,000 0.57% 0.00%
April 3, 2023 Masrani Bharat Director A Restricted Stock Units 582 $0.00 4,348.3300 2,023,000,000 15.45% 0.00%
April 3, 2023 Brown Marianne Catherine Director A Restricted Stock Units 582 $0.00 1,753.0500 2,023,000,000 49.70% 0.00%
April 3, 2023 Ruffel Charles A. Director A Nonqualified Stock Option (right to buy) 1875 $0.00 1,875.0000 2,023,000,000 9999.99% 0.00%
March 28, 2023 Brown Marianne Catherine Director P Common Stock 5000 $53.47 9,984.0000 2,023,000,000 100.32% 0.00%
March 17, 2023 MARTIN-FLICKINGER GERRI Director P Common Stock 3700 $54.16 8,455.0000 2,023,000,000 77.81% 0.00%
March 17, 2023 Clark Bernard J. MD, Head of Adivsor Services P Common Stock 5000 $54.83 124,975.5021 2,023,000,000 4.17% 0.00%
March 14, 2023 Wurster Richard A President P Common Stock 5000 $57.28 99,391.0000 2,023,000,000 5.30% 0.00%
March 17, 2023 Wurster Richard A President P Common Stock 2000 $54.39 104,910.0000 2,023,000,000 1.94% 0.00%
March 16, 2023 Goldfarb Mark A Director P Common Stock 4000 $58.37 31,916.0000 2,023,000,000 14.33% 0.00%
March 15, 2023 Ellis Stephen A Director P Common Stock 34387 $58.26 104,700.0000 2,023,000,000 48.91% 0.00%
March 14, 2023 Ellis Stephen A Director P Common Stock 6757 $56.08 70,313.0000 2,023,000,000 10.63% 0.00%
March 14, 2023 Bettinger Walter W Co-Chairman and CEO P Common Stock 50000 $59.31 668,668.9782 2,023,000,000 8.08% 0.00%
March 14, 2023 Crawford Peter B. MD and CFO P Common Stock 5000 $57.96 44,725.0000 2,023,000,000 12.59% 0.00%
March 14, 2023 ADAMS JOHN K JR Director P Common Stock 5000 $59.31 41,955.0000 2,023,000,000 13.53% 0.00%
March 14, 2023 Ricketts Todd M Director P Common Stock 10000 $56.79 534,079.0000 2,023,000,000 1.91% 0.00%
March 14, 2023 Wurster Richard A President P Common Stock 5000 $57.28 102,910.0000 2,023,000,000 4.63% 0.00%
March 2, 2023 Wurster Richard A President A Common Stock 31514 $0.00 111,391.0000 2,023,000,000 39.45% 0.00%
March 2, 2023 Schwab Charles R. Co-Chairman A Common Stock 111730 $0.00 100,042,216.3300 2,023,000,000 0.11% 0.01%
March 2, 2023 Wurster Richard A President F Common Stock 13481 $76.46 97,910.0000 2,023,000,000 12.10% 0.00%
March 1, 2023 Schwab-Pomerantz Carolyn Director A Common Stock 3107 $0.00 2,353,233.0509 2,023,000,000 0.13% 0.00%
March 1, 2023 Schwab-Pomerantz Carolyn Director F Common Stock 489 $77.25 2,352,744.0509 2,023,000,000 0.02% 0.00%
March 2, 2023 Schwab Charles R. Co-Chairman F Common Stock 45871 $76.46 99,930,486.3300 2,023,000,000 0.05% 0.00%
March 2, 2023 Murtagh Nigel J MD, Chief Risk Officer A Common Stock 40825 $0.00 99,580.0709 2,023,000,000 69.48% 0.00%
March 2, 2023 Murtagh Nigel J MD, Chief Risk Officer F Common Stock 18298 $76.46 81,282.0709 2,023,000,000 18.38% 0.00%
March 2, 2023 Morgan Peter J. III MD, General Counsel F Common Stock 10140 $76.46 16,159.1320 2,023,000,000 38.56% 0.00%
March 2, 2023 MARTINETTO JOSEPH R MD and COO A Common Stock 93109 $0.00 353,553.5260 2,023,000,000 35.75% 0.00%
March 2, 2023 MARTINETTO JOSEPH R MD and COO F Common Stock 44199 $76.46 260,444.5260 2,023,000,000 14.51% 0.00%
March 2, 2023 Crawford Peter B. MD and CFO A Common Stock 42974 $0.00 82,699.0000 2,023,000,000 108.18% 0.00%
March 2, 2023 Morgan Peter J. III MD, General Counsel A Common Stock 24351 $0.00 26,299.1320 2,023,000,000 1249.97% 0.00%
March 2, 2023 Crawford Peter B. MD and CFO F Common Stock 19360 $76.46 39,725.0000 2,023,000,000 32.77% 0.00%
March 2, 2023 Craig Jonathan M. Please see remarks A Common Stock 68758 $0.00 79,917.0000 2,023,000,000 616.17% 0.00%
March 2, 2023 Craig Jonathan M. Please see remarks F Common Stock 34091 $76.46 11,159.0000 2,023,000,000 75.34% 0.00%
March 6, 2023 Craig Jonathan M. Please see remarks S Common Stock 34667 $76.33 11,159.0000 2,023,000,000 75.65% 0.00%
March 2, 2023 Clark Bernard J. MD, Head of Adivsor Services A Common Stock 50135 $0.00 170,110.5021 2,023,000,000 41.79% 0.00%
March 2, 2023 Clark Bernard J. MD, Head of Adivsor Services F Common Stock 20336 $76.46 119,975.5021 2,023,000,000 14.49% 0.00%
March 2, 2023 Bettinger Walter W Co-Chairman and CEO A Common Stock 300813 $0.00 745,605.9782 2,023,000,000 67.63% 0.01%
March 2, 2023 Bettinger Walter W Co-Chairman and CEO F Common Stock 126937 $76.46 618,668.9782 2,023,000,000 17.02% 0.01%
March 1, 2023 Crawford Peter B. MD and CFO A Nonqualified Stock Option (right to buy) 58368 $0.00 58,368.0000 2,023,000,000 9999.99% 0.00%
March 1, 2023 Clark Bernard J. MD, Head of Adivsor Services A Nonqualified Stock Option (right to buy) 56544 $0.00 56,544.0000 2,023,000,000 9999.99% 0.00%
March 1, 2023 Bettinger Walter W Co-Chairman and CEO A Nonqualified Stock Option (right to buy) 332878 $0.00 332,878.0000 2,023,000,000 9999.99% 0.02%
March 1, 2023 MARTINETTO JOSEPH R MD and COO A Nonqualified Stock Option (right to buy) 113088 $0.00 113,088.0000 2,023,000,000 9999.99% 0.01%
March 1, 2023 Morgan Peter J. III MD, General Counsel A Nonqualified Stock Option (right to buy) 26448 $0.00 26,448.0000 2,023,000,000 9999.99% 0.00%
March 1, 2023 Schwab Charles R. Co-Chairman A Nonqualified Stock Option (right to buy) 91200 $0.00 91,200.0000 2,023,000,000 9999.99% 0.00%
March 1, 2023 Murtagh Nigel J MD, Chief Risk Officer A Nonqualified Stock Option (right to buy) 38304 $0.00 38,304.0000 2,023,000,000 9999.99% 0.00%
March 1, 2023 Wurster Richard A President A Nonqualified Stock Option (right to buy) 145919 $0.00 145,919.0000 2,023,000,000 9999.99% 0.01%
March 1, 2023 Craig Jonathan M. Please see remarks A Nonqualified Stock Option (right to buy) 60192 $0.00 60,192.0000 2,023,000,000 9999.99% 0.00%
Feb. 24, 2023 Murtagh Nigel J MD, Chief Risk Officer S Common Stock 10796 $80.23 58,755.0709 2,023,000,000 15.52% 0.00%
Feb. 24, 2023 Schwab Charles R. Co-Chairman G Common Stock 37975 $0.00 99,864,627.3300 2,023,000,000 0.04% 0.00%
Feb. 16, 2023 Ruffel Charles A. Director S Common Stock 5176 $80.88 23,890.2702 2,023,000,000 17.81% 0.00%
Feb. 14, 2023 HERRINGER FRANK C Director G Common Stock 14345 $0.00 212,550.0000 2,023,000,000 6.32% 0.00%
Feb. 14, 2023 HERRINGER FRANK C Director M Common Stock 14345 $19.21 226,895.0000 2,023,000,000 6.75% 0.00%
Feb. 14, 2023 HERRINGER FRANK C Director G Common Stock 14345 $0.00 221,689.0000 2,023,000,000 6.92% 0.00%
Feb. 14, 2023 HERRINGER FRANK C Director S Common Stock 9139 $80.87 212,550.0000 2,023,000,000 4.12% 0.00%
Feb. 14, 2023 HERRINGER FRANK C Director M Nonqualified Stock Option (right to buy) 14345 $0.00 0.0000 2,023,000,000 100.00% 0.00%
Feb. 13, 2023 Schwab Charles R. Co-Chairman G Common Stock 62500 $0.00 99,931,377.3300 2,023,000,000 0.06% 0.00%
Feb. 13, 2023 Schwab Charles R. Co-Chairman S Common Stock 95030 $81.04 99,993,877.3300 2,023,000,000 0.09% 0.00%
Feb. 14, 2023 Schwab Charles R. Co-Chairman S Common Stock 28775 $80.65 99,902,602.3300 2,023,000,000 0.03% 0.00%
Feb. 8, 2023 Schwab Charles R. Co-Chairman S Common Stock 62500 $81.54 100,088,907.3300 2,023,000,000 0.06% 0.00%
Feb. 7, 2023 Schwab Charles R. Co-Chairman G Common Stock 62895 $0.00 100,088,907.3300 2,023,000,000 0.06% 0.00%
Feb. 7, 2023 Schwab Charles R. Co-Chairman S Common Stock 62890 $81.07 100,151,407.3300 2,023,000,000 0.06% 0.00%
Feb. 6, 2023 SNEED PAULA A Director M Nonqualified Stock Option (right to buy) 7165 $0.00 0.0000 2,023,000,000 100.00% 0.00%
Feb. 6, 2023 SNEED PAULA A Director M Nonqualified Stock Option (right to buy) 8584 $0.00 0.0000 2,023,000,000 100.00% 0.00%
Feb. 6, 2023 SNEED PAULA A Director M Nonqualified Stock Option (right to buy) 5139 $0.00 0.0000 2,023,000,000 100.00% 0.00%
Feb. 6, 2023 SNEED PAULA A Director M Common Stock 8584 $43.21 142,510.1605 2,023,000,000 6.41% 0.00%
Feb. 6, 2023 SNEED PAULA A Director G Common Stock 20888 $0.00 121,622.1605 2,023,000,000 14.66% 0.00%
Feb. 6, 2023 SNEED PAULA A Director G Common Stock 20888 $0.00 142,510.1605 2,023,000,000 17.17% 0.00%
Feb. 6, 2023 SNEED PAULA A Director S Common Stock 20888 $80.00 121,622.1605 2,023,000,000 14.66% 0.00%
Feb. 6, 2023 SNEED PAULA A Director M Common Stock 7165 $39.33 128,787.1605 2,023,000,000 5.89% 0.00%
Feb. 6, 2023 SNEED PAULA A Director M Common Stock 5139 $59.32 133,926.1605 2,023,000,000 3.99% 0.00%
Feb. 6, 2023 Schwab Charles R. Co-Chairman S Common Stock 125780 $80.10 100,277,192.3300 2,023,000,000 0.13% 0.01%
Feb. 6, 2023 Schwab Charles R. Co-Chairman S Common Stock 62890 $80.02 100,277,192.3300 2,023,000,000 0.06% 0.00%
Feb. 3, 2023 Schwab Charles R. Co-Chairman S Common Stock 129030 $79.76 100,402,972.3300 2,023,000,000 0.13% 0.01%
Feb. 1, 2023 Schwab Charles R. Co-Chairman M Common Stock 121066 $16.40 100,594,892.3300 2,023,000,000 0.12% 0.01%
Feb. 1, 2023 Schwab Charles R. Co-Chairman M Nonqualified Stock Option (right to buy) 121066 $0.00 0.0000 2,023,000,000 100.00% 0.01%
Feb. 1, 2023 Schwab Charles R. Co-Chairman S Common Stock 121066 $77.84 100,594,892.3300 2,023,000,000 0.12% 0.01%
Jan. 18, 2023 Craig Jonathan M. Please see remarks M Nonqualified Stock Option (right to buy) 51144 $0.00 0.0000 2,023,000,000 100.00% 0.00%
Jan. 18, 2023 Craig Jonathan M. Please see remarks M Common Stock 51144 $30.17 0.0000 2,023,000,000 0.00% 0.00%
Jan. 18, 2023 Craig Jonathan M. Please see remarks S Common Stock 39985 $80.15 11,159.0000 2,023,000,000 78.18% 0.00%
Jan. 18, 2023 Craig Jonathan M. Please see remarks S Common Stock 11159 $80.83 0.0000 2,023,000,000 100.00% 0.00%
Jan. 3, 2023 Ellis Stephen A Director A Nonqualified Stock Option (right to buy) 1453 $0.00 1,453.0000 2,023,000,000 9999.99% 0.00%
Jan. 3, 2023 HERRINGER FRANK C Director A Restricted Stock Units 504 $0.00 140,791.6200 2,023,000,000 0.36% 0.00%
Jan. 3, 2023 Masrani Bharat Director A Restricted Stock Units 367 $0.00 3,754.4400 2,023,000,000 10.83% 0.00%
Jan. 3, 2023 Brown Marianne Catherine Director A Restricted Stock Units 367 $0.00 1,167.3500 2,023,000,000 45.85% 0.00%
Jan. 3, 2023 Ruffel Charles A. Director A Nonqualified Stock Option (right to buy) 1292 $0.00 1,292.0000 2,023,000,000 9999.99% 0.00%