| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | President & CEO, Director | Common Stock | 157,189 | $15,587,411 | $99.16 | 29 Jul 2025 | Direct |
| SCHWAB CHARLES CORP | President & CEO, Director | Common Stock | 4,334 | $369,993 | $85.37 | 29 Jul 2025 | by ESPP |
| SCHWAB CHARLES CORP | President & CEO, Director | Nonqualified Stock Option (right to buy) | 231,419 | 03 Mar 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | 29 Jul 2025 | 1 | -$2,032,852 | 4 | President & CEO, Director | 31 Jul 2025, 17:13 |
| SCHW | SCHWAB CHARLES CORP | 09 May 2025 | 1 | -$1,290,188 | 4 | President & CEO, Director | 12 May 2025, 16:14 |
| SCHW | SCHWAB CHARLES CORP | 05 May 2025 | 1 | $0 | 4 | President & CEO, Director | 07 May 2025, 16:01 |
| SCHW | SCHWAB CHARLES CORP | 01 Mar 2025 | 3 | -$2,735,589 | 4 | President | 04 Mar 2025, 20:40 |
| SCHW | SCHWAB CHARLES CORP | 25 Oct 2024 | 1 | -$466,391 | 4 | President | 28 Oct 2024, 17:50 |
| SCHW | SCHWAB CHARLES CORP | 17 Jul 2024 | 1 | +$620,454 | 4 | President | 19 Jul 2024, 17:19 |
| SCHW | SCHWAB CHARLES CORP | 01 Mar 2024 | 3 | -$1,615,110 | 4 | President | 05 Mar 2024, 20:50 |
| SCHW | SCHWAB CHARLES CORP | 05 Jun 2023 | 1 | -$63,584 | 4 | President | 07 Jun 2023, 19:43 |
| SCHW | SCHWAB CHARLES CORP | 17 Mar 2023 | 1 | +$108,773 | 4 | President | 17 Mar 2023, 19:22 |
| SCHW | SCHWAB CHARLES CORP | 14 Mar 2023 | 1 | +$286,396 | 4/A | President | 17 Mar 2023, 19:20 |
| SCHW | SCHWAB CHARLES CORP | 02 Mar 2023 | 2 | -$1,030,791 | 4 | President | 06 Mar 2023, 20:10 |
| SCHW | SCHWAB CHARLES CORP | 01 Mar 2023 | 1 | $0 | 4 | President | 03 Mar 2023, 19:15 |
| SCHW | SCHWAB CHARLES CORP | 01 Nov 2022 | 1 | -$86,996 | 4 | President | 03 Nov 2022, 19:27 |
| SCHW | SCHWAB CHARLES CORP | 25 Oct 2022 | 1 | -$532,362 | 4 | President | 27 Oct 2022, 16:22 |
| SCHW | SCHWAB CHARLES CORP | 03 Jun 2022 | 1 | -$104,744 | 4 | President | 07 Jun 2022, 15:55 |
| SCHW | SCHWAB CHARLES CORP | 01 Mar 2022 | 1 | $0 | 4 | President | 03 Mar 2022, 18:29 |
| SCHW | SCHWAB CHARLES CORP | 09 Feb 2022 | 1 | $0 | 4 | President | 11 Feb 2022, 19:12 |
| SCHW | SCHWAB CHARLES CORP | 09 Feb 2022 | 7 | -$3,130,436 | 4 | President | 10 Feb 2022, 11:36 |
| SCHW | SCHWAB CHARLES CORP | 01 Nov 2021 | 1 | -$181,102 | 4 | President | 03 Nov 2021, 13:01 |
| SCHW | SCHWAB CHARLES CORP | 25 Oct 2021 | 1 | $0 | 4 | President | 27 Oct 2021, 15:32 |
| SCHW | SCHWAB CHARLES CORP | 15 Oct 2021 | 0 | $0 | 3 | President | 27 Oct 2021, 14:11 |