Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
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 | 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-Pomerantz Carolyn | Director | May 09 '24 | Sale | 76.13 | 26,315 | 2,003,429 | 1,674,571 | May 13 08:44 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 06 '24 | Sale | 76.40 | 65,790 | 5,026,474 | 60,906,686 | May 08 05:49 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 26 '24 | Sale | 74.96 | 59,905 | 4,490,419 | 61,098,607 | Apr 30 07:28 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 | 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 18 '24 | Option Exercise | 28.44 | 7,482 | 212,788 | 6,353 | Apr 22 09:33 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 | Sale | 73.47 | 7,482 | 549,667 | 1,719,399 | Apr 22 09:33 PM | Goldfarb Mark A | Director | Apr 16 '24 | Sale | 70.86 | 7,100 | 503,081 | 19,917 | Apr 18 09:44 PM | SARIN ARUN | Director | Apr 16 '24 | Option Exercise | 25.01 | 5,011 | 125,325 | 7,395 | Apr 18 09:29 PM | SARIN ARUN | Director | Apr 16 '24 | Sale | 71.11 | 5,011 | 356,322 | 18,617 | Apr 18 09:29 PM | Murtagh Nigel J | Chief Risk Officer | Apr 16 '24 | Sale | 72.40 | 10,000 | 723,975 | 71,446 | Apr 18 09:13 PM | Crawford Peter B. | CFO | Apr 18 '24 | Option Exercise | 28.44 | 5,482 | 155,908 | 0 | Apr 18 09:10 PM | Crawford Peter B. | CFO | Apr 16 '24 | Sale | 71.02 | 6,114 | 434,215 | 60,567 | Apr 18 09:10 PM | Crawford Peter B. | CFO | Apr 18 '24 | Sale | 73.46 | 5,482 | 402,708 | 60,567 | Apr 18 09:10 PM | Morgan Peter J. III | General Counsel | Apr 16 '24 | Sale | 72.23 | 24,520 | 1,771,151 | 0 | Apr 18 09:08 PM | MARTINETTO JOSEPH R | COO | Apr 16 '24 | Sale | 70.83 | 43,000 | 3,045,595 | 41,414 | Apr 18 09:05 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 | Schwab-Pomerantz Carolyn | Director | Mar 21 '24 | Sale | 70.87 | 9,000 | 637,848 | 581,457 | Mar 25 09:13 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 | Murtagh Nigel J | Chief Risk Officer | Mar 21 '24 | Sale | 70.03 | 12,948 | 906,686 | 81,446 | 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 | Craig Jonathan M. | Please see remarks | Mar 21 '24 | Sale | 70.01 | 4,977 | 348,430 | 0 | Mar 25 07:28 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 | Craig Jonathan M. | Please see remarks | Mar 06 '24 | Sale | 67.80 | 48,751 | 3,305,083 | 0 | Mar 08 08:12 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 |
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