🕵️ Schwab Charles Corp ($SCHW-PJ)
SEC insider & ownership activity, last 12 months · CIK 316709 · every row links its SEC filing
Over the last 12 months insiders sold $277.0M against $1.8M of open-market buying. Charles R. Schwab sold $173.8M through a program of 20 sale notices averaging $6.9M (Aug–Jul). 6 planned sales are pending, the largest $20.0M (Walter W. Bettinger). No red-flag 8-Ks in the window.
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Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
1 buyer, $1.8M (1 lots) · 14 sellers, $277.0M (85 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Charles R. Schwab | 0 | – | 25 | $173.8M | Jul 24, 2026 |
| Walter W. Bettinger | 0 | – | 5 | $51.0M | Feb 6, 2026 |
| Schwab-Pomerantz Carolyn | 0 | – | 14 | $13.6M | May 5, 2026 |
| Jonathan M. Craig | 0 | – | 5 | $9.1M | Jul 7, 2026 |
| Nigel J. Murtagh | 0 | – | 5 | $7.6M | Jul 21, 2026 |
| Peter J. Morgan III | 0 | – | 3 | $6.4M | Jul 23, 2026 |
| Paul V. Woolway | 0 | – | 10 | $4.6M | Apr 15, 2026 |
| Richard A. Wurster | 1 | $1.8M | 1 | $2.0M | May 28, 2026 |
| Howard Dennis | 0 | – | 3 | $3.6M | Mar 3, 2026 |
| Jonathan S. Beatty | 0 | – | 10 | $2.6M | Jul 21, 2026 |
| Christopher V. Dodds | 0 | – | 1 | $1.2M | Feb 6, 2026 |
| Stephen A. Ellis | 0 | – | 1 | $1.0M | Feb 26, 2026 |
| Frank C. Herringer | 0 | – | 1 | $228K | Apr 28, 2026 |
| Sarin Arun | 0 | – | 1 | $228K | May 13, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| Vanguard Capital Management | 7.2% | 13G | Apr 29, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Schwab-Pomerantz Carolyn | $2.4M | Jul 28, 2026 | filing ↗ |
| Charles R. Schwab | $5.0M | Jul 28, 2026 | filing ↗ |
| Paul V. Woolway | $1.1M | Jul 28, 2026 | filing ↗ |
| Howard Dennis | $6.2M | Jul 28, 2026 | filing ↗ |
| Walter W. Bettinger | $20.0M | Jul 27, 2026 | filing ↗ |
| Charles R. Schwab | $4.5M | Jul 24, 2026 | filing ↗ |
| Peter J. Morgan III | $708K | Jul 23, 2026 | filing ↗ |
| Nigel J. Murtagh | $5.6M | Jul 21, 2026 | filing ↗ |
| Jonathan S. Beatty | $806K | Jul 2, 2026 | filing ↗ |
| Charles R. Schwab | $2.5M | May 19, 2026 | filing ↗ |
| Charles R. Schwab | $2.5M | May 18, 2026 | filing ↗ |
| Sarin Arun | $228K | May 13, 2026 | filing ↗ |
| Charles R. Schwab | $10.1M | May 6, 2026 | filing ↗ |
| Schwab-Pomerantz Carolyn | $915K | May 5, 2026 | filing ↗ |
| Charles R. Schwab | $10.0M | May 4, 2026 | filing ↗ |
| Charles R. Schwab | $5.1M | May 1, 2026 | filing ↗ |
| Charles R. Schwab | $4.6M | Apr 30, 2026 | filing ↗ |
| Charles R. Schwab | $5.7M | Apr 29, 2026 | filing ↗ |
| Frank C. Herringer | $228K | Apr 28, 2026 | filing ↗ |
| Charles R. Schwab | $3.3M | Apr 27, 2026 | filing ↗ |
| Charles R. Schwab | $3.3M | Apr 23, 2026 | filing ↗ |
| Jonathan M. Craig | $9.1M | Apr 14, 2026 | filing ↗ |
| Nigel J. Murtagh | $9.7M | Apr 14, 2026 | filing ↗ |
| Nigel J. Murtagh | $682K | Mar 3, 2026 | filing ↗ |
| Jonathan M. Craig | $1.4M | Mar 3, 2026 | filing ↗ |
| Howard Dennis | $957K | Mar 3, 2026 | filing ↗ |
| Paul V. Woolway | $579K | Mar 3, 2026 | filing ↗ |
| Paul V. Woolway | $4.2M | Mar 2, 2026 | filing ↗ |
| Jonathan S. Beatty | $193K | Feb 27, 2026 | filing ↗ |
| Stephen A. Ellis | $1.0M | Feb 26, 2026 | filing ↗ |
| Howard Dennis | $5.6M | Feb 25, 2026 | filing ↗ |
| Charles R. Schwab | $3.4M | Feb 10, 2026 | filing ↗ |
| Charles R. Schwab | $13.4M | Feb 9, 2026 | filing ↗ |
| Christopher V. Dodds | $1.2M | Feb 6, 2026 | filing ↗ |
| Charles R. Schwab | $7.5M | Feb 4, 2026 | filing ↗ |
| Walter W. Bettinger | $16.9M | Feb 4, 2026 | filing ↗ |
| Walter W. Bettinger | $16.9M | Feb 3, 2026 | filing ↗ |
| Charles R. Schwab | $10.0M | Feb 3, 2026 | filing ↗ |
| Peter J. Morgan III | $793K | Feb 2, 2026 | filing ↗ |
| Charles R. Schwab | $15.0M | Jan 29, 2026 | filing ↗ |
| Charles R. Schwab | $7.4M | Jan 28, 2026 | filing ↗ |
| Charles R. Schwab | $13.9M | Jan 26, 2026 | filing ↗ |
| Schwab-Pomerantz Carolyn | $4.5M | Jan 22, 2026 | filing ↗ |
| Jonathan S. Beatty | $414K | Dec 23, 2025 | filing ↗ |
| Jonathan M. Craig | $3.4M | Nov 7, 2025 | filing ↗ |
| Charles R. Schwab | $4.2M | Oct 29, 2025 | filing ↗ |
| Charles R. Schwab | $6.1M | Oct 28, 2025 | filing ↗ |
| Schwab-Pomerantz Carolyn | $2.2M | Oct 2, 2025 | filing ↗ |
| Paul V. Woolway | $299K | Oct 1, 2025 | filing ↗ |
| Jonathan S. Beatty | $1.3M | Aug 28, 2025 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Earnings (2.02) | Jul 21, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 21, 2026 | filing ↗ |
| Other events (8.01) | Jun 25, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jun 25, 2026 | filing ↗ |
| Charter/bylaw changes (5.03) | Jun 1, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jun 1, 2026 | filing ↗ |
| Shareholder vote (5.07) | May 21, 2026 | filing ↗ |
| Other events (8.01) | May 18, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 18, 2026 | filing ↗ |
| Material Modifications to Rights of Security Holders (3.03) | Apr 20, 2026 | filing ↗ |
| Charter/bylaw changes (5.03) | Apr 20, 2026 | filing ↗ |
| Other events (8.01) | Apr 20, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 20, 2026 | filing ↗ |
| Earnings (2.02) | Apr 16, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 16, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Mar 2, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 2, 2026 | filing ↗ |
| Officer/director changes (5.02) | Jan 29, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jan 29, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jan 29, 2026 | filing ↗ |
| Earnings (2.02) | Jan 21, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jan 21, 2026 | filing ↗ |
| Other events (8.01) | Nov 14, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Nov 14, 2025 | filing ↗ |
| Reg FD disclosure (7.01) | Nov 6, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Nov 6, 2025 | filing ↗ |
| Earnings (2.02) | Oct 16, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Oct 16, 2025 | filing ↗ |