Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
Craig Jonathan M. | MD, Head of Investor Services | May 21 '25 | Option Exercise | 41.98 | 47,500 | 1,994,050 | 0 | May 22 08:56 PM | Craig Jonathan M. | MD, Head of Investor Services | May 21 '25 | Sale | 88.46 | 47,500 | 4,201,636 | 0 | May 22 08:56 PM | Ruffel Charles A. | Director | May 21 '25 | Sale | 87.65 | 5,556 | 486,986 | 16,594 | May 22 08:53 PM | Schwab Charles R. | Director | May 22 '25 | Proposed Sale | 87.25 | 34,585 | 3,017,541 | | May 22 02:30 PM | Morgan Peter J. III | Officer | May 22 '25 | Proposed Sale | 87.39 | 10,176 | 889,295 | | May 22 12:37 PM | Ruffel Charles A. | Director | May 21 '25 | Proposed Sale | 87.65 | 5,556 | 486,986 | | May 21 03:23 PM | Craig Jonathan M. | Officer | May 21 '25 | Proposed Sale | 88.45 | 47,500 | 4,201,375 | | May 21 12:43 PM | Bettinger Walter W | Co-Chairman | May 19 '25 | Sale | 89.00 | 191,523 | 17,045,432 | 764,610 | May 20 04:06 PM | Schwab-Pomerantz Carolyn | Director | May 16 '25 | Sale | 88.74 | 18,010 | 1,598,165 | 488,914 | May 19 04:01 PM | Bettinger Walter W | Director | May 19 '25 | Proposed Sale | 89.00 | 191,523 | 17,045,424 | | May 19 02:41 PM | Schwab-Pomerantz Carolyn | Director | May 16 '25 | Proposed Sale | 88.50 | 18,010 | 1,593,885 | | May 16 01:53 PM | Schwab Charles R. | Director | May 15 '25 | Proposed Sale | 87.20 | 145,775 | 12,711,580 | | May 15 11:53 AM | Schwab Charles R. | Co-Chairman | May 12 '25 | Sale | 85.39 | 120,000 | 10,247,244 | 59,002,353 | May 14 04:00 PM | Schwab Charles R. | Director | May 13 '25 | Proposed Sale | 85.75 | 145,775 | 12,500,206 | | May 13 02:15 PM | Wurster Richard A | President & CEO | May 09 '25 | Sale | 84.08 | 15,345 | 1,290,188 | 177,689 | May 12 04:14 PM | Schwab Charles R. | Director | May 12 '25 | Proposed Sale | 85.59 | 120,000 | 10,270,800 | | May 12 02:08 PM | Woolway Paul V | MD, Chief Banking Officer | May 08 '25 | Option Exercise | 41.98 | 8,613 | 361,574 | 33,767 | May 09 04:05 PM | Woolway Paul V | MD, Chief Banking Officer | May 08 '25 | Sale | 85.00 | 8,613 | 732,105 | 42,444 | May 09 04:05 PM | Beatty Jonathan S | MD, Head of Advisor Services | May 08 '25 | Option Exercise | 44.24 | 3,658 | 161,830 | 44,375 | May 09 04:02 PM | Beatty Jonathan S | MD, Head of Advisor Services | May 08 '25 | Sale | 85.00 | 3,658 | 310,930 | 18,069 | May 09 04:02 PM | Murtagh Nigel J | Chief Risk Officer | May 08 '25 | Option Exercise | 42.99 | 25,000 | 1,074,750 | 83,993 | May 09 04:00 PM | Murtagh Nigel J | Chief Risk Officer | May 08 '25 | Sale | 85.00 | 25,000 | 2,125,000 | 58,993 | May 09 04:00 PM | Wurster Richard A | Officer | May 09 '25 | Proposed Sale | 84.08 | 15,345 | 1,290,188 | | May 09 10:58 AM | Beatty Jonathan S | Officer | May 08 '25 | Proposed Sale | 85.00 | 3,658 | 310,930 | | May 08 12:17 PM | Woolway Paul V | MD, Chief Banking Officer | May 01 '25 | Option Exercise | 41.98 | 8,614 | 361,616 | 33,767 | May 05 04:01 PM | Woolway Paul V | MD, Chief Banking Officer | May 01 '25 | Sale | 81.76 | 11,994 | 980,635 | 42,444 | May 05 04:01 PM | Schwab-Pomerantz Carolyn | Director | May 01 '25 | Sale | 81.14 | 24,000 | 1,947,400 | 496,129 | May 02 04:14 PM | Craig Jonathan M. | MD, Head of Investor Services | May 01 '25 | Option Exercise | 42.99 | 9,559 | 410,941 | 0 | May 02 04:10 PM | Craig Jonathan M. | MD, Head of Investor Services | May 01 '25 | Sale | 82.00 | 9,559 | 783,853 | 0 | May 02 04:10 PM | Schwab Charles R. | Co-Chairman | Apr 28 '25 | Sale | 79.55 | 37,585 | 2,989,800 | 59,970,853 | Apr 29 05:00 PM | Masrani Bharat | Director | Apr 29 '25 | Proposed Sale | 81.05 | 9,350 | 757,775 | | Apr 29 03:13 PM | Schwab Charles R. | Director | Apr 28 '25 | Proposed Sale | 79.50 | 37,585 | 2,988,008 | | Apr 28 01:58 PM | 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 |
|