| Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
| Schwab-Pomerantz Carolyn | Director | Apr 22 '25 | Option Exercise | 31.37 | 6,897 | 216,359 | 8,162 | Apr 24 11:57 AM | | Schwab-Pomerantz Carolyn | Director | Apr 22 '25 | Sale | 76.77 | 6,897 | 529,448 | 1,545,594 | Apr 24 11:57 AM | | HERRINGER FRANK C | Director | Apr 21 '25 | Option Exercise | 31.21 | 8,548 | 266,783 | 9,204 | Apr 22 09:28 PM | | HERRINGER FRANK C | Director | Apr 21 '25 | Sale | 74.26 | 3,592 | 266,731 | 172,162 | Apr 22 09:28 PM | | Schwab-Pomerantz Carolyn | Director | Apr 22 '25 | Proposed Sale | 76.85 | 6,897 | 530,000 | | Apr 22 04:16 PM | | HERRINGER FRANK C | Director | Apr 21 '25 | Proposed Sale | 74.26 | 3,592 | 266,731 | | Apr 21 03:08 PM | | Schwab-Pomerantz Carolyn | Director | Apr 03 '25 | Sale | 74.94 | 24,000 | 1,798,473 | 505,729 | Apr 07 07:02 PM | | Schwab-Pomerantz Carolyn | Director | Apr 03 '25 | Proposed Sale | 75.00 | 72,000 | 5,400,000 | | Apr 03 10:41 AM | | Woolway Paul V | MD, Chief Banking Officer | Apr 01 '25 | Sale | 77.43 | 3,380 | 261,725 | 45,824 | Apr 02 08:47 PM | | Woolway Paul V | MD, Chief Banking Officer | Mar 24 '25 | Option Exercise | 41.98 | 8,614 | 361,616 | 33,767 | Mar 27 06:09 PM | | Woolway Paul V | MD, Chief Banking Officer | Mar 24 '25 | Sale | 80.00 | 8,614 | 689,129 | 49,204 | Mar 27 06:09 PM | | Ruffel Charles A. | Director | Mar 14 '25 | Option Exercise | 43.21 | 8,584 | 370,915 | 22,150 | Mar 17 08:50 PM | | Schwab-Pomerantz Carolyn | Director | Mar 06 '25 | Sale | 75.59 | 24,000 | 1,814,043 | 515,329 | Mar 10 08:47 PM | | Craig Jonathan M. | MD, Head of Investor Services | Mar 06 '25 | Sale | 75.59 | 23,258 | 1,757,986 | 0 | Mar 10 08:42 PM | | Woolway Paul V | MD, Chief Banking Officer | Mar 05 '25 | Sale | 75.38 | 9,887 | 745,253 | 47,931 | Mar 07 06:47 PM | | Murtagh Nigel J | Chief Risk Officer | Mar 05 '25 | Sale | 75.38 | 15,229 | 1,147,936 | 59,092 | Mar 07 06:36 PM | | Craig Jonathan M. | Officer | Mar 06 '25 | Proposed Sale | 75.50 | 23,258 | 1,755,979 | | Mar 06 10:35 AM | | Murtagh Nigel J | Officer | Mar 05 '25 | Proposed Sale | 84.31 | 61,101 | 5,151,415 | | Mar 05 11:30 AM | | Woolway Paul V | Director | Mar 05 '25 | Proposed Sale | 81.11 | 55,907 | 4,534,716 | | Mar 05 11:12 AM | | Beatty Jonathan S | MD, Head of Advisor Services | Mar 01 '25 | Option Exercise | 0.00 | 9,482 | 0 | 46,463 | Mar 04 09:14 PM | | Craig Jonathan M. | MD, Head of Investor Services | Mar 03 '25 | Option Exercise | 42.99 | 28,668 | 1,232,437 | 0 | Mar 04 09:08 PM | | Craig Jonathan M. | MD, Head of Investor Services | Mar 03 '25 | Sale | 79.32 | 28,668 | 2,273,972 | 23,258 | Mar 04 09:08 PM | | Woolway Paul V | MD, Chief Banking Officer | Mar 03 '25 | Sale | 79.32 | 3,380 | 268,118 | 57,818 | Mar 04 08:43 PM | | Schwab Charles R. | Co-Chairman | Feb 27 '25 | Sale | 79.14 | 55,598 | 4,399,953 | 59,968,250 | Mar 03 07:17 PM | | Woolway Paul V | Director | Mar 03 '25 | Proposed Sale | 79.32 | 3,380 | 268,117 | | Mar 03 01:32 PM | | Craig Jonathan M. | Officer | Mar 03 '25 | Proposed Sale | 79.32 | 38,227 | 3,032,166 | | Mar 03 12:59 PM | | Schwab Charles R. | Director | Feb 27 '25 | Proposed Sale | 79.10 | 63,000 | 4,983,300 | | Feb 27 01:56 PM | | Schwab Charles R. | Co-Chairman | Feb 21 '25 | Sale | 81.90 | 124,000 | 10,156,080 | 60,161,358 | Feb 25 07:29 PM | | Schwab Charles R. | Director | Feb 21 '25 | Proposed Sale | 82.20 | 124,000 | 10,192,800 | | Feb 21 12:11 PM | | Schwab Charles R. | Co-Chairman | Feb 19 '25 | Sale | 81.96 | 124,000 | 10,163,449 | 60,285,358 | Feb 19 09:28 PM | | Schwab Charles R. | Co-Chairman | Feb 18 '25 | Sale | 81.40 | 5,865 | 477,420 | 60,409,358 | Feb 19 09:28 PM | | Schwab Charles R. | Director | Feb 19 '25 | Proposed Sale | 81.00 | 124,000 | 10,044,000 | | Feb 19 02:42 PM | | Schwab Charles R. | Director | Feb 18 '25 | Proposed Sale | 81.40 | 5,865 | 477,420 | | Feb 18 01:32 PM | | Schwab Charles R. | Co-Chairman | Feb 12 '25 | Option Exercise | 30.17 | 180,506 | 5,445,866 | 0 | Feb 14 09:20 PM | | Schwab Charles R. | Co-Chairman | Feb 12 '25 | Sale | 82.09 | 180,506 | 14,816,907 | 60,540,223 | Feb 14 09:20 PM | | Schwab Charles R. | Co-Chairman | Feb 13 '25 | Sale | 81.24 | 125,000 | 10,154,387 | 60,415,223 | Feb 14 09:20 PM | | Bettinger Walter W | Co-Chairman | Feb 12 '25 | Option Exercise | 26.39 | 464,629 | 12,261,559 | 1,292,006 | Feb 14 06:19 PM | | Bettinger Walter W | Co-Chairman | Feb 12 '25 | Sale | 81.91 | 464,629 | 38,057,592 | 827,377 | Feb 14 06:19 PM | | Schwab Charles R. | Director | Feb 13 '25 | Proposed Sale | 80.00 | 125,000 | 10,000,000 | | Feb 13 01:35 PM | | Bettinger Walter W | Director | Feb 12 '25 | Proposed Sale | 82.78 | 464,629 | 38,460,362 | | Feb 12 12:20 PM | | Schwab Charles R. | Director | Feb 12 '25 | Proposed Sale | 81.50 | 180,506 | 14,711,239 | | Feb 12 12:10 PM | | Schwab-Pomerantz Carolyn | Director | Feb 06 '25 | Sale | 82.70 | 24,000 | 1,984,846 | 524,929 | Feb 07 06:28 PM | | SARIN ARUN | Director | Jan 23 '25 | Option Exercise | 31.21 | 8,548 | 266,783 | 9,204 | Jan 27 09:06 PM | | SARIN ARUN | Director | Jan 23 '25 | Sale | 81.82 | 8,548 | 699,406 | 18,617 | Jan 27 09:06 PM | | Morgan Peter J. III | General Counsel | Jan 22 '25 | Option Exercise | 41.98 | 14,643 | 614,713 | 14,643 | Jan 24 06:20 PM | | Morgan Peter J. III | General Counsel | Jan 22 '25 | Sale | 80.70 | 14,643 | 1,181,709 | 0 | Jan 24 06:20 PM | | SARIN ARUN | Director | Jan 23 '25 | Proposed Sale | 81.82 | 8,548 | 699,405 | | Jan 23 03:19 PM | | Morgan Peter J. III | Officer | Jan 22 '25 | Proposed Sale | 12.56 | 14,463 | 181,690 | | Jan 22 11:22 AM | | Schwab-Pomerantz Carolyn | Director | Jan 02 '25 | Sale | 74.14 | 24,000 | 1,779,330 | 534,529 | Jan 03 05:41 PM | | Schwab-Pomerantz Carolyn | Director | Jan 02 '25 | Proposed Sale | 73.87 | 72,000 | 5,318,640 | | Jan 02 10:35 AM | | Ellis Stephen A | Director | Dec 18 '24 | Option Exercise | 30.85 | 12,550 | 387,142 | 7,301 | Dec 19 08:22 PM | | Schwab-Pomerantz Carolyn | Director | Dec 16 '24 | Sale | 79.28 | 9,000 | 713,535 | 544,129 | Dec 17 07:59 PM | | Beatty Jonathan S | MD, Head of Advisor Services | Nov 25 '24 | Option Exercise | 44.24 | 2,300 | 101,752 | 36,981 | Nov 27 06:22 PM | | Beatty Jonathan S | MD, Head of Advisor Services | Nov 25 '24 | Sale | 82.01 | 2,300 | 188,623 | 18,069 | Nov 27 06:22 PM | | Murtagh Nigel J | Chief Risk Officer | Nov 22 '24 | Sale | 81.17 | 12,739 | 1,033,972 | 59,092 | Nov 26 07:46 PM | | Murtagh Nigel J | Officer | Nov 22 '24 | Proposed Sale | 81.17 | 12,739 | 1,033,972 | | Nov 22 01:42 PM | | DODDS CHRISTOPHER V | Director | Nov 18 '24 | Option Exercise | 37.94 | 9,284 | 352,190 | 9,204 | Nov 20 06:02 PM | | DODDS CHRISTOPHER V | Director | Nov 18 '24 | Sale | 81.43 | 9,284 | 755,981 | 442,807 | Nov 20 06:02 PM | | Schwab-Pomerantz Carolyn | Director | Nov 15 '24 | Sale | 80.03 | 9,000 | 720,289 | 547,729 | Nov 19 06:13 PM | | Beatty Jonathan S | MD, Head of Advisor Services | Nov 14 '24 | Option Exercise | 44.24 | 2,700 | 119,448 | 36,981 | Nov 18 04:15 PM | | Beatty Jonathan S | MD, Head of Advisor Services | Nov 14 '24 | Sale | 81.68 | 2,700 | 220,546 | 18,069 | Nov 18 04:15 PM | | DODDS CHRISTOPHER V | Director | Nov 18 '24 | Proposed Sale | 81.43 | 9,284 | 755,980 | | Nov 18 03:33 PM | | Crawford Peter B. | Officer | Nov 18 '24 | Proposed Sale | 81.75 | 22,910 | 1,872,893 | | Nov 18 03:11 PM | | Ruffel Charles A. | Director | Nov 13 '24 | Sale | 78.65 | 2,998 | 235,779 | 13,498 | Nov 14 09:32 PM | | Crawford Peter B. | Officer | Nov 14 '24 | Proposed Sale | 80.84 | 15,682 | 1,267,774 | | Nov 14 03:56 PM | | Ruffel Charles A. | Director | Nov 13 '24 | Proposed Sale | 78.70 | 2,998 | 235,943 | | Nov 13 01:16 PM | | Beatty Jonathan S | MD, Head of Advisor Services | Nov 11 '24 | Option Exercise | 44.24 | 2,500 | 110,600 | 36,981 | Nov 12 06:46 PM | | Beatty Jonathan S | MD, Head of Advisor Services | Nov 11 '24 | Sale | 77.02 | 2,500 | 192,540 | 18,069 | Nov 12 06:46 PM | | Beatty Jonathan S | Officer | Nov 11 '24 | Proposed Sale | 81.42 | 11,158 | 908,469 | | Nov 12 09:41 AM | | Schwab Charles R. | Co-Chairman | Oct 21 '24 | Sale | 70.90 | 17,225 | 1,221,333 | 60,602,146 | Oct 22 06:20 PM | | Schwab Charles R. | Director | Oct 21 '24 | Proposed Sale | 70.60 | 17,225 | 1,216,085 | | Oct 21 03:46 PM | | Schwab-Pomerantz Carolyn | Director | Oct 17 '24 | Sale | 72.16 | 29,800 | 2,150,379 | 551,329 | Oct 18 04:18 PM | | Schwab Charles R. | Co-Chairman | Oct 16 '24 | Option Exercise | 28.44 | 62,345 | 1,773,092 | 0 | Oct 17 05:18 PM | | Schwab Charles R. | Co-Chairman | Oct 16 '24 | Sale | 72.52 | 62,345 | 4,521,484 | 60,619,371 | Oct 17 05:18 PM | | Schwab-Pomerantz Carolyn | Director | Oct 17 '24 | Proposed Sale | 72.14 | 20,800 | 1,500,412 | | Oct 17 03:51 PM | | Schwab-Pomerantz Carolyn | Director | Oct 17 '24 | Proposed Sale | 71.90 | 27,000 | 1,941,300 | | Oct 17 10:10 AM | | Crawford Peter B. | Officer | Oct 16 '24 | Proposed Sale | 73.11 | 5,000 | 365,569 | | Oct 16 04:01 PM | | Schwab Charles R. | Director | Oct 16 '24 | Proposed Sale | 72.00 | 62,345 | 4,488,840 | | Oct 16 12:06 PM | | Schwab-Pomerantz Carolyn | Director | Sep 17 '24 | Sale | 64.05 | 9,000 | 576,454 | 554,929 | Sep 20 05:24 PM | | TD Luxembourg International Ho | See Remarks | Aug 21 '24 | Proposed Sale | 64.84 | 20,250,000 | 1,313,010,000 | | Aug 21 09:00 PM | | Schwab-Pomerantz Carolyn | Director | Aug 15 '24 | Sale | 65.10 | 12,320 | 802,005 | 562,129 | Aug 19 07:45 PM | | Schwab-Pomerantz Carolyn | Director | Aug 16 '24 | Sale | 65.25 | 9,000 | 587,221 | 558,529 | Aug 19 07:45 PM | | Schwab-Pomerantz Carolyn | Director | Aug 15 '24 | Proposed Sale | 65.10 | 12,320 | 802,004 | | Aug 15 04:16 PM | | Woolway Paul V | MD, Chief Banking Officer | Aug 01 '24 | Sale | 65.20 | 1,150 | 74,980 | 61,887 | Aug 02 06:31 PM | | Schwab Charles R. | Co-Chairman | Jul 31 '24 | Option Exercise | 27.45 | 67,386 | 1,849,746 | 0 | Aug 02 05:58 PM | | Schwab Charles R. | Co-Chairman | Jul 31 '24 | Sale | 65.11 | 67,386 | 4,387,597 | 60,619,371 | Aug 02 05:58 PM | | Woolway Paul V | Officer | Aug 01 '24 | Proposed Sale | 66.01 | 3,405 | 224,770 | | Aug 01 10:08 AM | | Schwab Charles R. | Director | Jul 31 '24 | Proposed Sale | 65.00 | 67,386 | 4,380,090 | | Jul 31 11:24 AM | | Schwab-Pomerantz Carolyn | Director | Jul 19 '24 | Sale | 61.96 | 9,000 | 557,633 | 567,057 | Jul 23 09:17 PM | | Bettinger Walter W | Co-Chairman and CEO | Jul 17 '24 | Buy | 66.26 | 25,000 | 1,656,500 | 827,377 | Jul 19 05:23 PM | | Wurster Richard A | President | Jul 17 '24 | Buy | 62.05 | 10,000 | 620,454 | 144,228 | Jul 19 05:19 PM | | Beatty Jonathan S | MD, Head of Advisor Services | Jul 11 '24 | Option Exercise | 44.24 | 780 | 34,507 | 36,981 | Jul 15 04:48 PM | | Beatty Jonathan S | MD, Head of Advisor Services | Jul 11 '24 | Sale | 75.00 | 780 | 58,502 | 18,069 | Jul 15 04:48 PM | | Schwab-Pomerantz Carolyn | Director | Jun 20 '24 | Sale | 72.49 | 9,000 | 652,373 | 570,657 | Jun 24 06:15 PM | | 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 14 '24 | Sale | 76.89 | 65,360 | 5,025,700 | 60,741,536 | May 16 08:24 PM |
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