Charles Schwab Corporation insider activity
What the executives and directors of Charles Schwab Corporation actually did with their own shares, decoded from their SEC Form 4 filings. Each figure says the stretch of time it covers.
−$335M
net open-market flow, 12 m
1 open-market buy, 12 m
11.1%
of sale value on 10b5-1 plans, 12 m
116 days since an insider bought, whole record
The tape: three years of insider trades
Open-market buy
Discretionary sale
Planned sale (10b5-1)
Reported-price path
Routine
Every marker sits at the price reported on the Form 4. The line is the monthly median of all prices insiders reported, so the chart needs no market feed; the grey strip is the routine flow (grants, vestings, tax withholding and gifts) that a headline gets wrong by counting it as selling.
The 189 routine events on the chart, as a list
| Date | Insider | Shares |
|---|---|---|
| Sep 1, 2026 | Hathi Neesha | 3,177 |
| Aug 28, 2026 | Bettinger Walter W | 251K |
| Aug 28, 2026 | Hathi Neesha | 3,177 |
| Aug 27, 2026 | Schwab Charles R. | 9,300 |
| Aug 18, 2026 | Schwab Charles R. | 100K |
| Aug 14, 2026 | Craig Jonathan M. | 22K |
| Aug 10, 2026 | Murtagh Nigel J | 25K |
| Aug 6, 2026 | Schwab Charles R. | 37K |
| Aug 6, 2026 | Murtagh Nigel J | 1,897 |
| Aug 5, 2026 | Craig Jonathan M. | 22K |
| Aug 1, 2026 | Howard Dennis | 29K |
| Jul 28, 2026 | Bettinger Walter W | 286K |
| Jul 28, 2026 | Schwab Charles R. | 60K |
| Jul 28, 2026 | Schwab-Pomerantz Carolyn | 271 |
| Jul 27, 2026 | Murtagh Nigel J | 33K |
| Jul 21, 2026 | Murtagh Nigel J | 4,053 |
| Jul 7, 2026 | Craig Jonathan M. | 22K |
| Jul 1, 2026 | Beatty Jonathan S | 1,036 |
| Jun 23, 2026 | Ellis Stephen A | 2,258 |
| Jun 3, 2026 | Verdeschi Michael D | 6,519 |
| May 26, 2026 | HERRINGER FRANK C | 1,602 |
| May 26, 2026 | DODDS CHRISTOPHER V | 1,602 |
| May 26, 2026 | Sarin Arun | 1,602 |
| May 26, 2026 | SNEED PAULA A | 1,602 |
| May 26, 2026 | Ellis Stephen A | 1,602 |
| May 26, 2026 | ADAMS JOHN K JR | 1,602 |
| May 26, 2026 | Dea Joan | 1,602 |
| May 26, 2026 | Ruffel Charles A. | 1,602 |
| May 26, 2026 | Brown Marianne Catherine | 1,602 |
| May 26, 2026 | Schwab-Pomerantz Carolyn | 1,602 |
| May 22, 2026 | Schwab Charles R. | 210K |
| May 21, 2026 | Dea Joan | 835 |
| May 15, 2026 | Schwab Charles R. | 5,300 |
| May 13, 2026 | Sarin Arun | 7,866 |
| May 5, 2026 | Schwab-Pomerantz Carolyn | 9,910 |
| Apr 28, 2026 | HERRINGER FRANK C | 7,866 |
| Apr 15, 2026 | Woolway Paul V | 16K |
| Apr 14, 2026 | Murtagh Nigel J | 41K |
| Apr 14, 2026 | Craig Jonathan M. | 22K |
| Mar 24, 2026 | Ellis Stephen A | 9,765 |
| Mar 2, 2026 | Woolway Paul V | 16K |
| Mar 1, 2026 | Howard Dennis | 50K |
| Mar 1, 2026 | Schwab Charles R. | 54K |
| Mar 1, 2026 | Bettinger Walter W | 203K |
| Mar 1, 2026 | Murtagh Nigel J | 25K |
| Mar 1, 2026 | Craig Jonathan M. | 37K |
| Mar 1, 2026 | Morgan Peter J. III | 16K |
| Mar 1, 2026 | Wurster Richard A | 85K |
| Mar 1, 2026 | Woolway Paul V | 10K |
| Feb 9, 2026 | Schwab Charles R. | 60K |
| Feb 6, 2026 | Bettinger Walter W | 325K |
| Feb 6, 2026 | DODDS CHRISTOPHER V | 12K |
| Feb 2, 2026 | Morgan Peter J. III | 7,595 |
| Jan 28, 2026 | Schwab Charles R. | 180K |
| Jan 22, 2026 | Beatty Jonathan S | 2,000 |
| Dec 23, 2025 | Beatty Jonathan S | 2,000 |
| Dec 16, 2025 | Ellis Stephen A | 1,922 |
| Nov 19, 2025 | Ruffel Charles A. | 8,372 |
| Nov 13, 2025 | SNEED PAULA A | 8,680 |
| Nov 12, 2025 | Schwab Charles R. | 53K |
Where the shares went, last 12 months
Every Form 4 movement decomposed: what flowed in (grants, vested equity, purchases) and what flowed out (tax withholding, plan sales, discretionary sales, gifts). Counted in shares, because grants carry no price.
The chart, in numbers
| Flow | Shares |
|---|---|
| From holdings | 2.3M |
| Granted | 336K |
| Vested / exercised | 1.4M |
| Bought on market | 22K |
| Withheld for tax | 141K |
| Planned sales (10b5-1) | 369K |
| Discretionary sales | 2.9M |
| Gifts | 670K |
Skin in the game
Directly held shares as reported after each trade, indexed to 100 at the start of the window, up to five years back. Direct holdings only: trust and family-entity positions are per-entity in the filings and do not sum honestly, so this chart refuses to guess. The steps are the trades.
The chart, in numbers
| Insider | Start of the window | Latest reported | Indexed, start = 100 |
|---|---|---|---|
| Schwab Charles R. | 66K | 0 | 0 |
| Schwab-Pomerantz Carolyn | 8,220 | 11K | 136.6 |
| DODDS CHRISTOPHER V | 4,899 | 5,669 | 115.7 |
| Ricketts Todd M | 219K | 380K | 173.5 |
Who holds what
the 14 largest holdings of 29| Insider | Role | Shares held | Buys 12 m | Sales 12 m | 12 m | Last trade |
|---|---|---|---|---|---|---|
| Schwab Charles R. Co-Chairman Last trade Aug 24, 2026 | Officer | 54M | – | $186M | net selling over the year: 0 months buying, 7 months selling | Aug 24, 2026 |
| Schwab-Pomerantz Carolyn Last trade Aug 26, 2026 | Director | 1.3M | – | $15M | net selling over the year: 0 months buying, 5 months selling | Aug 26, 2026 |
| Bettinger Walter W Co-Chairman Last trade Aug 28, 2026 | Officer | 827K | – | $92M | net selling over the year: 0 months buying, 3 months selling | Aug 28, 2026 |
| DODDS CHRISTOPHER V Last trade Feb 6, 2026 | Director | 459K | – | $1.2M | net selling over the year: 0 months buying, 1 month selling | Feb 6, 2026 |
| MARTINETTO JOSEPH R COO Last trade Apr 16, 2024 | COO | 402K | – | – | Apr 16, 2024 | |
| Ricketts Todd M Last trade Mar 14, 2023 | Director | 388K | – | – | Mar 14, 2023 | |
| Wurster Richard A President & CEO Last trade May 28, 2026 | CEO | 218K | $1.8M | – | net buying over the year: 1 month buying, 0 months selling | May 28, 2026 |
| HERRINGER FRANK C Last trade Apr 28, 2026 | Director | 190K | – | $228K | net selling over the year: 0 months buying, 1 month selling | Apr 28, 2026 |
| Clark Bernard J. MD Head of Advisor Services Last trade Jun 12, 2024 | Officer | 122K | – | – | Jun 12, 2024 | |
| SNEED PAULA A Last trade Aug 7, 2026 | Director | 101K | – | $564K | net selling over the year: 0 months buying, 1 month selling | Aug 7, 2026 |
| Ellis Stephen A Last trade Feb 26, 2026 | Director | 95K | – | $1.0M | net selling over the year: 0 months buying, 1 month selling | Feb 26, 2026 |
| Murtagh Nigel J Chief Risk Officer Last trade Aug 10, 2026 | Officer | 83K | – | $12M | net selling over the year: 0 months buying, 4 months selling | Aug 10, 2026 |
| Crawford Peter B. CFO Last trade Apr 24, 2024 | CFO | 61K | – | – | Apr 24, 2024 | |
| Woolway Paul V MD, Chief Banking Officer Last trade Apr 15, 2026 | Officer | 55K | – | $4.0M | net selling over the year: 0 months buying, 3 months selling | Apr 15, 2026 |
Open-market trade log
the 60 most recent of 2,875| Date | Insider | Type | Shares | Price | Value | Since trade | Filed |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | Hathi Neesha (Officer) 3,177 shares $109.04 +0.0% since trade filed Sep 2, 2026 | Planned sale (10b5-1) | 3,177 | $109.04 | $346K | +0.0% | Sep 2, 2026 |
| Aug 28, 2026 | Bettinger Walter W (Officer) 74K shares $110.91 −1.7% since trade filed Aug 31, 2026 | Discretionary sale | 74K | $110.91 | $8.3M | −1.7% | Aug 31, 2026 |
| Aug 28, 2026 | Hathi Neesha (Officer) 3,177 shares $108.12 +0.9% since trade filed Aug 31, 2026 | Planned sale (10b5-1) | 3,177 | $108.12 | $343K | +0.9% | Aug 31, 2026 |
| Aug 26, 2026 | Schwab-Pomerantz Carolyn (Director) 9,175 shares $109.25 −0.2% since trade filed Aug 27, 2026 | Discretionary sale | 9,175 | $109.25 | $1.0M | −0.2% | Aug 27, 2026 |
| Aug 24, 2026 | Schwab Charles R. (Officer) 117K shares $113.20 −3.7% since trade filed Aug 26, 2026 | Discretionary sale | 117K | $113.20 | $13M | −3.7% | Aug 26, 2026 |
| Aug 24, 2026 | Bettinger Walter W (Officer) 176K shares $113.49 −3.9% since trade filed Aug 26, 2026 | Discretionary sale | 176K | $113.49 | $20M | −3.9% | Aug 26, 2026 |
| Aug 17, 2026 | Beatty Jonathan S (Officer) 1,000 shares $111.33 −2.1% since trade filed Aug 18, 2026 | Discretionary sale | 1,000 | $111.33 | $111K | −2.1% | Aug 18, 2026 |
| Aug 14, 2026 | Craig Jonathan M. (Officer) 22K shares $111.03 −1.8% since trade filed Aug 17, 2026 | Planned sale (10b5-1) | 22K | $111.03 | $2.4M | −1.8% | Aug 17, 2026 |
| Aug 13, 2026 | Howard Dennis (Officer) 2,198 shares $110.00 −0.9% since trade filed Aug 17, 2026 | Planned sale (10b5-1) | 2,198 | $110.00 | $242K | −0.9% | Aug 17, 2026 |
| Aug 12, 2026 | Schwab Charles R. (Officer) 46K shares $108.18 +0.8% since trade filed Aug 13, 2026 | Discretionary sale | 46K | $108.18 | $5.0M | +0.8% | Aug 13, 2026 |
| Aug 11, 2026 | Schwab Charles R. (Officer) 46K shares $107.78 +1.2% since trade filed Aug 11, 2026 | Discretionary sale | 46K | $107.78 | $5.0M | +1.2% | Aug 11, 2026 |
| Aug 10, 2026 | Murtagh Nigel J (Officer) 25K shares $109.01 +0.0% since trade filed Aug 10, 2026 | Planned sale (10b5-1) | 25K | $109.01 | $2.7M | +0.0% | Aug 10, 2026 |
| Aug 7, 2026 | SNEED PAULA A (Director) 5,263 shares $107.15 +1.8% since trade filed Aug 10, 2026 | Discretionary sale | 5,263 | $107.15 | $564K | +1.8% | Aug 10, 2026 |
| Aug 6, 2026 | Murtagh Nigel J (Officer) 1,897 shares $109.00 +0.0% since trade filed Aug 10, 2026 | Planned sale (10b5-1) | 1,897 | $109.00 | $207K | +0.0% | Aug 10, 2026 |
| Aug 5, 2026 | Craig Jonathan M. (Officer) 22K shares $107.02 +1.9% since trade filed Aug 7, 2026 | Planned sale (10b5-1) | 22K | $107.02 | $2.3M | +1.9% | Aug 7, 2026 |
| Aug 5, 2026 | Schwab-Pomerantz Carolyn (Director) 19K shares $107.70 +1.2% since trade filed Aug 7, 2026 | Discretionary sale | 19K | $107.70 | $2.0M | +1.2% | Aug 7, 2026 |
| Aug 4, 2026 | Schwab Charles R. (Officer) 48K shares $106.08 +2.8% since trade filed Aug 4, 2026 | Discretionary sale | 48K | $106.08 | $5.1M | +2.8% | Aug 4, 2026 |
| Aug 4, 2026 | Schwab-Pomerantz Carolyn (Director) 23K shares $106.36 +2.5% since trade filed Aug 5, 2026 | Discretionary sale | 23K | $106.36 | $2.4M | +2.5% | Aug 5, 2026 |
| Aug 3, 2026 | Schwab Charles R. (Officer) 95K shares $105.52 +3.3% since trade filed Aug 4, 2026 | Discretionary sale | 95K | $105.52 | $10M | +3.3% | Aug 4, 2026 |
| Jul 29, 2026 | Schwab Charles R. (Officer) 95K shares $105.82 +3.1% since trade filed Jul 30, 2026 | Discretionary sale | 95K | $105.82 | $10M | +3.1% | Jul 30, 2026 |
| Jul 28, 2026 | Schwab Charles R. (Officer) 48K shares $105.60 +3.3% since trade filed Jul 30, 2026 | Discretionary sale | 48K | $105.60 | $5.1M | +3.3% | Jul 30, 2026 |
| Jul 28, 2026 | Bettinger Walter W (Officer) 13K shares $105.56 +3.3% since trade filed Jul 29, 2026 | Discretionary sale | 13K | $105.56 | $1.4M | +3.3% | Jul 29, 2026 |
| Jul 28, 2026 | Bettinger Walter W (Officer) 38K shares $105.18 +3.7% since trade filed Jul 29, 2026 | Discretionary sale | 38K | $105.18 | $4.0M | +3.7% | Jul 29, 2026 |
| Jul 28, 2026 | Bettinger Walter W (Officer) 42K shares $103.86 +5.0% since trade filed Jul 29, 2026 | Discretionary sale | 42K | $103.86 | $4.4M | +5.0% | Jul 29, 2026 |
| Jul 28, 2026 | Howard Dennis (Officer) 28K shares $105.01 +3.8% since trade filed Jul 30, 2026 | Planned sale (10b5-1) | 28K | $105.01 | $2.9M | +3.8% | Jul 30, 2026 |
| Jul 28, 2026 | Schwab-Pomerantz Carolyn (Director) 23K shares $105.71 +3.2% since trade filed Jul 30, 2026 | Discretionary sale | 23K | $105.71 | $2.4M | +3.2% | Jul 30, 2026 |
| Jul 27, 2026 | Bettinger Walter W (Officer) 192K shares $103.90 +4.9% since trade filed Jul 29, 2026 | Discretionary sale | 192K | $103.90 | $20M | +4.9% | Jul 29, 2026 |
| Jul 27, 2026 | Murtagh Nigel J (Officer) 11K shares $104.03 +4.8% since trade filed Jul 29, 2026 | Planned sale (10b5-1) | 11K | $104.03 | $1.1M | +4.8% | Jul 29, 2026 |
| Jul 27, 2026 | Murtagh Nigel J (Officer) 22K shares $104.00 +4.9% since trade filed Jul 29, 2026 | Planned sale (10b5-1) | 22K | $104.00 | $2.3M | +4.9% | Jul 29, 2026 |
| Jul 24, 2026 | Schwab Charles R. (Officer) 46K shares $101.72 +7.2% since trade filed Jul 28, 2026 | Discretionary sale | 46K | $101.72 | $4.6M | +7.2% | Jul 28, 2026 |
| Jul 23, 2026 | Morgan Peter J. III (Officer) 6,952 shares $102.03 +6.9% since trade filed Jul 27, 2026 | Discretionary sale | 6,952 | $102.03 | $709K | +6.9% | Jul 27, 2026 |
| Jul 21, 2026 | Murtagh Nigel J (Officer) 4,053 shares $104.14 +4.7% since trade filed Jul 23, 2026 | Planned sale (10b5-1) | 4,053 | $104.14 | $422K | +4.7% | Jul 23, 2026 |
| Jul 21, 2026 | Beatty Jonathan S (Officer) 2,000 shares $104.21 +4.6% since trade filed Jul 21, 2026 | Planned sale (10b5-1) | 2,000 | $104.21 | $208K | +4.6% | Jul 21, 2026 |
| Jul 7, 2026 | Craig Jonathan M. (Officer) 22K shares $102.01 +6.9% since trade filed Jul 9, 2026 | Planned sale (10b5-1) | 22K | $102.01 | $2.2M | +6.9% | Jul 9, 2026 |
| Jul 7, 2026 | Beatty Jonathan S (Officer) 2,000 shares $102.01 +6.9% since trade filed Jul 8, 2026 | Planned sale (10b5-1) | 2,000 | $102.01 | $204K | +6.9% | Jul 8, 2026 |
| Jul 6, 2026 | Beatty Jonathan S (Officer) 2,000 shares $100.01 +9.0% since trade filed Jul 6, 2026 | Planned sale (10b5-1) | 2,000 | $100.01 | $200K | +9.0% | Jul 6, 2026 |
| Jul 2, 2026 | Beatty Jonathan S (Officer) 2,000 shares $97.03 +12.4% since trade filed Jul 6, 2026 | Planned sale (10b5-1) | 2,000 | $97.03 | $194K | +12.4% | Jul 6, 2026 |
| May 28, 2026 | Wurster Richard A (CEO) 22K shares $84.23 +29.5% since trade filed May 28, 2026 | Open-market buy | 22K | $84.23 | $1.8M | +29.5% | May 28, 2026 |
| May 19, 2026 | Schwab Charles R. (Officer) 28K shares $92.22 +18.2% since trade filed May 20, 2026 | Discretionary sale | 28K | $92.22 | $2.5M | +18.2% | May 20, 2026 |
| May 18, 2026 | Schwab Charles R. (Officer) 28K shares $92.40 +18.0% since trade filed May 18, 2026 | Discretionary sale | 28K | $92.40 | $2.5M | +18.0% | May 18, 2026 |
| May 13, 2026 | Sarin Arun (Director) 2,500 shares $91.16 +19.6% since trade filed May 14, 2026 | Discretionary sale | 2,500 | $91.16 | $228K | +19.6% | May 14, 2026 |
| May 6, 2026 | Schwab Charles R. (Officer) 109K shares $92.01 +18.5% since trade filed May 6, 2026 | Discretionary sale | 109K | $92.01 | $10M | +18.5% | May 6, 2026 |
| May 5, 2026 | Schwab-Pomerantz Carolyn (Director) 9,910 shares $92.29 +18.2% since trade filed May 6, 2026 | Discretionary sale | 9,910 | $92.29 | $915K | +18.2% | May 6, 2026 |
| May 4, 2026 | Schwab Charles R. (Officer) 109K shares $91.50 +19.2% since trade filed May 6, 2026 | Discretionary sale | 109K | $91.50 | $10M | +19.2% | May 6, 2026 |
| May 1, 2026 | Schwab Charles R. (Officer) 55K shares $91.86 +18.7% since trade filed May 1, 2026 | Discretionary sale | 55K | $91.86 | $5.1M | +18.7% | May 1, 2026 |
| Apr 30, 2026 | Schwab Charles R. (Officer) 50K shares $91.81 +18.8% since trade filed May 1, 2026 | Discretionary sale | 50K | $91.81 | $4.6M | +18.8% | May 1, 2026 |
| Apr 29, 2026 | Schwab Charles R. (Officer) 64K shares $90.49 +20.5% since trade filed May 1, 2026 | Discretionary sale | 64K | $90.49 | $5.8M | +20.5% | May 1, 2026 |
| Apr 28, 2026 | HERRINGER FRANK C (Director) 2,520 shares $90.60 +20.4% since trade filed Apr 29, 2026 | Discretionary sale | 2,520 | $90.60 | $228K | +20.4% | Apr 29, 2026 |
| Apr 27, 2026 | Schwab Charles R. (Officer) 36K shares $90.00 +21.2% since trade filed Apr 27, 2026 | Discretionary sale | 36K | $90.00 | $3.3M | +21.2% | Apr 27, 2026 |
| Apr 23, 2026 | Schwab Charles R. (Officer) 36K shares $90.50 +20.5% since trade filed Apr 27, 2026 | Discretionary sale | 36K | $90.50 | $3.3M | +20.5% | Apr 27, 2026 |
| Apr 15, 2026 | Woolway Paul V (Officer) 7,941 shares $100.00 +9.0% since trade filed Apr 16, 2026 | Planned sale (10b5-1) | 7,941 | $100.00 | $794K | +9.0% | Apr 16, 2026 |
| Apr 14, 2026 | Murtagh Nigel J (Officer) 41K shares $99.00 +10.1% since trade filed Apr 15, 2026 | Planned sale (10b5-1) | 41K | $99.00 | $4.1M | +10.1% | Apr 15, 2026 |
| Apr 14, 2026 | Craig Jonathan M. (Officer) 22K shares $99.00 +10.1% since trade filed Apr 15, 2026 | Planned sale (10b5-1) | 22K | $99.00 | $2.2M | +10.1% | Apr 15, 2026 |
| Apr 14, 2026 | Woolway Paul V (Officer) 7,942 shares $98.00 +11.3% since trade filed Apr 16, 2026 | Planned sale (10b5-1) | 7,942 | $98.00 | $778K | +11.3% | Apr 16, 2026 |
| Mar 3, 2026 | Murtagh Nigel J (Officer) 2,740 shares $94.90 +14.9% since trade filed Mar 5, 2026 | Planned sale (10b5-1) | 2,740 | $94.90 | $260K | +14.9% | Mar 5, 2026 |
| Mar 3, 2026 | Murtagh Nigel J (Officer) 4,463 shares $94.43 +15.5% since trade filed Mar 5, 2026 | Planned sale (10b5-1) | 4,463 | $94.43 | $421K | +15.5% | Mar 5, 2026 |
| Mar 3, 2026 | Craig Jonathan M. (Officer) 5,449 shares $94.89 +14.9% since trade filed Mar 5, 2026 | Planned sale (10b5-1) | 5,449 | $94.89 | $517K | +14.9% | Mar 5, 2026 |
| Mar 3, 2026 | Craig Jonathan M. (Officer) 9,032 shares $94.42 +15.5% since trade filed Mar 5, 2026 | Planned sale (10b5-1) | 9,032 | $94.42 | $853K | +15.5% | Mar 5, 2026 |
| Mar 3, 2026 | Howard Dennis (Officer) 3,839 shares $94.88 +14.9% since trade filed Mar 5, 2026 | Planned sale (10b5-1) | 3,839 | $94.88 | $364K | +14.9% | Mar 5, 2026 |
| Mar 3, 2026 | Howard Dennis (Officer) 6,269 shares $94.43 +15.5% since trade filed Mar 5, 2026 | Planned sale (10b5-1) | 6,269 | $94.43 | $592K | +15.5% | Mar 5, 2026 |
“Since trade” compares with the latest insider-implied price, not a market quote: these pages are built from filings alone. A role here is the one on that day's Form 4, so somebody promoted since appears under both titles.
Filing hygiene
354 Forms 4, 3 years
1 filed late
3 amendments
1.8 avg. days to file
How to read this
A Form 4 transaction code decides everything. P is an open-market purchase and S an open-market sale; those two are the only codes where an insider chose to trade. A is a grant, M an option exercise or vesting, F shares withheld to cover tax, G a gift. Most “insiders dumped billions” headlines are code F and M mechanics.
Sales flagged 10b5-1 run on a plan the insider adopted in advance; since 2023 every Form 4 carries that flag. Buys have historically predicted returns, sales mostly have not, and this page states filings, not advice.