The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services, as well as retirement business services to independent registered investment advisors, independent retirement advisors, and record keepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in Westlake, TX. |
Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
Clark Bernard J. | MD Head of Advisor Services | Jun 12 '24 | Option Exercise | 52.05 | 8,164 | 424,936 | 0 | Jun 14 07:07 PM | Clark Bernard J. | MD Head of Advisor Services | Jun 12 '24 | Sale | 75.00 | 8,164 | 612,300 | 121,666 | Jun 14 07:07 PM | Clark Bernard J. | MD Head of Advisor Services | May 28 '24 | Option Exercise | 42.99 | 28,670 | 1,232,523 | 0 | May 30 08:44 PM | Clark Bernard J. | MD Head of Advisor Services | May 28 '24 | Sale | 70.94 | 77,431 | 5,493,146 | 121,666 | May 30 08:44 PM | Schwab-Pomerantz Carolyn | Director | May 20 '24 | Sale | 78.41 | 9,000 | 705,727 | 574,257 | May 22 06:35 PM | Schwab Charles R. | Co-Chairman | May 15 '24 | Sale | 78.08 | 58,065 | 4,533,709 | 60,683,471 | May 16 08:24 PM | Schwab Charles R. | Co-Chairman | May 14 '24 | Sale | 76.89 | 65,360 | 5,025,700 | 60,741,536 | May 16 08:24 PM | Schwab-Pomerantz Carolyn | Director | May 09 '24 | Sale | 76.13 | 26,315 | 2,003,429 | 1,674,571 | May 13 08:44 PM | Schwab Charles R. | Co-Chairman | May 06 '24 | Sale | 76.40 | 65,790 | 5,026,474 | 60,906,686 | May 08 05:49 PM | Schwab-Pomerantz Carolyn | Director | May 06 '24 | Sale | 76.38 | 13,113 | 1,001,635 | 1,700,886 | May 08 06:10 PM | Schwab Charles R. | Co-Chairman | May 03 '24 | Sale | 75.51 | 66,225 | 5,000,425 | 60,972,476 | May 08 05:49 PM | Schwab Charles R. | Co-Chairman | Apr 29 '24 | Sale | 74.78 | 59,906 | 4,480,010 | 61,038,701 | Apr 30 07:28 PM | Schwab Charles R. | Co-Chairman | Apr 26 '24 | Sale | 74.96 | 59,905 | 4,490,419 | 61,098,607 | Apr 30 07:28 PM | Crawford Peter B. | CFO | Apr 24 '24 | Option Exercise | 28.44 | 5,481 | 155,880 | 0 | Apr 26 05:20 PM | Crawford Peter B. | CFO | Apr 24 '24 | Sale | 75.51 | 5,481 | 413,855 | 60,567 | Apr 26 05:20 PM | Schwab Charles R. | Co-Chairman | Apr 22 '24 | Sale | 74.62 | 89,275 | 6,661,308 | 30,641,981 | Apr 24 06:43 PM | Ellis Stephen A | Director | Apr 19 '24 | Option Exercise | 25.88 | 14,750 | 381,709 | 7,395 | Apr 23 09:35 PM | Ellis Stephen A | Director | Apr 19 '24 | Sale | 73.20 | 14,750 | 1,079,774 | 108,574 | Apr 23 09:35 PM | Schwab-Pomerantz Carolyn | Director | Apr 19 '24 | Sale | 73.16 | 9,000 | 658,468 | 577,857 | Apr 22 09:33 PM | Schwab-Pomerantz Carolyn | Director | Apr 18 '24 | Option Exercise | 28.44 | 7,482 | 212,788 | 6,353 | Apr 22 09:33 PM | Crawford Peter B. | CFO | Apr 18 '24 | Option Exercise | 28.44 | 5,482 | 155,908 | 0 | Apr 18 09:10 PM | Schwab-Pomerantz Carolyn | Director | Apr 18 '24 | Sale | 73.47 | 7,482 | 549,667 | 1,719,399 | Apr 22 09:33 PM | Crawford Peter B. | CFO | Apr 18 '24 | Sale | 73.46 | 5,482 | 402,708 | 60,567 | Apr 18 09:10 PM | SARIN ARUN | Director | Apr 16 '24 | Option Exercise | 25.01 | 5,011 | 125,325 | 7,395 | Apr 18 09:29 PM | MARTINETTO JOSEPH R | COO | Apr 16 '24 | Sale | 70.83 | 43,000 | 3,045,595 | 41,414 | Apr 18 09:05 PM | Morgan Peter J. III | General Counsel | Apr 16 '24 | Sale | 72.23 | 24,520 | 1,771,151 | 0 | Apr 18 09:08 PM | Murtagh Nigel J | Chief Risk Officer | Apr 16 '24 | Sale | 72.40 | 10,000 | 723,975 | 71,446 | Apr 18 09:13 PM | Goldfarb Mark A | Director | Apr 16 '24 | Sale | 70.86 | 7,100 | 503,081 | 19,917 | Apr 18 09:44 PM | Crawford Peter B. | CFO | Apr 16 '24 | Sale | 71.02 | 6,114 | 434,215 | 60,567 | Apr 18 09:10 PM | SARIN ARUN | Director | Apr 16 '24 | Sale | 71.11 | 5,011 | 356,322 | 18,617 | Apr 18 09:29 PM | Ellis Stephen A | Director | Mar 26 '24 | Option Exercise | 27.45 | 2,165 | 59,429 | 7,395 | Mar 28 09:40 PM | ADAMS JOHN K JR | Director | Mar 22 '24 | Option Exercise | 30.08 | 15,701 | 472,330 | 60,152 | Mar 26 07:51 PM | ADAMS JOHN K JR | Director | Mar 22 '24 | Sale | 72.64 | 15,701 | 1,140,539 | 44,451 | Mar 26 07:51 PM | Murtagh Nigel J | Chief Risk Officer | Mar 21 '24 | Option Exercise | 26.39 | 12,948 | 341,698 | 94,394 | Mar 25 09:05 PM | Craig Jonathan M. | Please see remarks | Mar 21 '24 | Option Exercise | 26.39 | 4,977 | 131,343 | 0 | Mar 25 07:28 PM | Murtagh Nigel J | Chief Risk Officer | Mar 21 '24 | Sale | 70.03 | 12,948 | 906,686 | 81,446 | Mar 25 09:05 PM | Schwab-Pomerantz Carolyn | Director | Mar 21 '24 | Sale | 70.87 | 9,000 | 637,848 | 581,457 | Mar 25 09:13 PM | Craig Jonathan M. | Please see remarks | Mar 21 '24 | Sale | 70.01 | 4,977 | 348,430 | 0 | Mar 25 07:28 PM | Craig Jonathan M. | Please see remarks | Mar 06 '24 | Sale | 67.80 | 48,751 | 3,305,083 | 0 | Mar 08 08:12 PM | Murtagh Nigel J | Chief Risk Officer | Mar 06 '24 | Sale | 67.80 | 29,991 | 2,033,271 | 81,446 | Mar 08 09:09 PM | Schwab-Pomerantz Carolyn | Director | Feb 28 '24 | Sale | 65.29 | 9,000 | 587,609 | 585,057 | Mar 01 09:29 PM | Crawford Peter B. | CFO | Feb 28 '24 | Sale | 65.71 | 5,500 | 361,408 | 24,111 | Mar 01 09:01 PM | Schwab Charles R. | Co-Chairman | Feb 23 '24 | Sale | 64.72 | 58,500 | 3,786,196 | 61,134,038 | Feb 26 05:05 PM | Schwab Charles R. | Co-Chairman | Feb 22 '24 | Sale | 64.60 | 58,500 | 3,779,211 | 61,192,538 | Feb 26 05:05 PM | Schwab Charles R. | Co-Chairman | Feb 15 '24 | Option Exercise | 25.86 | 71,226 | 1,841,904 | 0 | Feb 20 08:55 PM | Schwab Charles R. | Co-Chairman | Feb 15 '24 | Sale | 64.99 | 71,226 | 4,628,999 | 61,251,038 | Feb 20 08:55 PM | Crawford Peter B. | CFO | Feb 15 '24 | Sale | 64.76 | 8,000 | 518,084 | 29,611 | Feb 20 08:33 PM | HERRINGER FRANK C | Director | Feb 01 '24 | Option Exercise | 25.01 | 10,511 | 262,880 | 7,395 | Feb 05 09:36 PM | HERRINGER FRANK C | Director | Feb 01 '24 | Sale | 62.25 | 7,587 | 472,277 | 167,206 | Feb 05 09:36 PM | Schwab Charles R. | Co-Chairman | Jan 24 '24 | Sale | 63.94 | 16,390 | 1,047,932 | 61,331,688 | Jan 26 09:33 PM | Crawford Peter B. | CFO | Jan 22 '24 | Sale | 64.49 | 4,000 | 257,975 | 37,611 | Jan 24 05:08 PM | Ellis Stephen A | Director | Dec 15 '23 | Option Exercise | 25.82 | 2,247 | 58,018 | 7,395 | Dec 19 08:44 PM | Crawford Peter B. | CFO | Nov 30 '23 | Option Exercise | 28.44 | 4,000 | 113,760 | 0 | Dec 04 08:19 PM | Schwab-Pomerantz Carolyn | Director | Nov 30 '23 | Sale | 61.28 | 12,208 | 748,109 | 1,722,400 | Dec 04 08:22 PM | Morgan Peter J. III | General Counsel | Nov 30 '23 | Sale | 60.72 | 7,162 | 434,875 | 0 | Dec 04 08:16 PM | Crawford Peter B. | CFO | Nov 30 '23 | Sale | 60.56 | 4,000 | 242,229 | 41,611 | Dec 04 08:19 PM | Crawford Peter B. | CFO | Nov 03 '23 | Sale | 56.19 | 3,114 | 174,964 | 41,611 | Nov 07 04:35 PM | SNEED PAULA A | Director | Oct 24 '23 | Sale | 49.98 | 6,918 | 345,737 | 112,398 | Oct 26 04:58 PM | Crawford Peter B. | Chief Financial Officer | Sep 18 '23 | Option Exercise | 23.12 | 3,792 | 87,671 | 0 | Sep 20 04:13 PM | Crawford Peter B. | Chief Financial Officer | Sep 18 '23 | Sale | 57.31 | 3,792 | 217,306 | 44,725 | Sep 20 04:13 PM | Morgan Peter J. III | MD, General Counsel | Aug 29 '23 | Sale | 59.61 | 8,000 | 476,872 | 8,014 | Aug 30 05:46 PM | Ruffel Charles A. | Director | Aug 17 '23 | Buy | 60.55 | 833 | 50,440 | 3,386 | Aug 21 06:51 PM | Schwab Charles R. | Co-Chairman | Jul 26 '23 | Sale | 66.60 | 75,760 | 5,045,821 | 59,672,778 | Jul 26 07:17 PM | Schwab Charles R. | Co-Chairman | Jul 24 '23 | Option Exercise | 23.12 | 72,047 | 1,665,727 | 0 | Jul 26 07:17 PM | Schwab Charles R. | Co-Chairman | Jul 24 '23 | Sale | 66.66 | 72,047 | 4,802,984 | 59,748,538 | Jul 26 07:17 PM |
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