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SCHW

SCHWAB CHARLES CORP

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1218
SEC CIK
0000316709
Parsed reports
2,531

Last 12 months

Inside the activity.

1 purchase rows · 89 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202501
Jan 202609
Feb 2026013
Mar 2026010
Apr 202609
May 202617
Jun 202600
Jul 2026018
Aug 2026018
Sep 202601
Oct 202601

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 03, 2005 Filed Aug 4, 2005 18:39 UTC
Hier-King JanEVP - Human Resources
SaleCommon Stock 7,400 $13.77 $101,898.00
Disclosure

SEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 9

Hier-King Jan · CIK 0001311775 · EVP - Human Resources

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 75,638

Read SEC document
August 03, 2005 Filed Aug 4, 2005 18:39 UTC
Hier-King JanEVP - Human Resources
SaleCommon Stock 7,600 $13.76 $104,576.00
Disclosure

SEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 8

Hier-King Jan · CIK 0001311775 · EVP - Human Resources

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 83,038

Read SEC document
August 03, 2005 Filed Aug 4, 2005 18:39 UTC
Hier-King JanEVP - Human Resources
SaleCommon Stock 4,700 $13.75 $64,625.00
Disclosure

SEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 7

Hier-King Jan · CIK 0001311775 · EVP - Human Resources

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 90,638

Read SEC document
August 03, 2005 Filed Aug 4, 2005 18:39 UTC
Hier-King JanEVP - Human Resources
SaleCommon Stock 4,100 $13.74 $56,334.00
Disclosure

SEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 6

Hier-King Jan · CIK 0001311775 · EVP - Human Resources

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 95,338

Read SEC document
August 03, 2005 Filed Aug 4, 2005 18:39 UTC
Hier-King JanEVP - Human Resources
SaleCommon Stock 15,600 $13.73 $214,188.00
Disclosure

SEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 5

Hier-King Jan · CIK 0001311775 · EVP - Human Resources

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 99,438

Read SEC document
August 03, 2005 Filed Aug 4, 2005 18:39 UTC
Hier-King JanEVP - Human Resources
SaleCommon Stock 4,200 $13.72 $57,624.00
Disclosure

SEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 4

Hier-King Jan · CIK 0001311775 · EVP - Human Resources

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 115,038

Read SEC document
August 03, 2005 Filed Aug 4, 2005 18:39 UTC
Hier-King JanEVP - Human Resources
SaleCommon Stock 6,900 $13.71 $94,599.00
Disclosure

SEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 3

Hier-King Jan · CIK 0001311775 · EVP - Human Resources

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 119,238

Read SEC document
August 03, 2005 Filed Aug 4, 2005 18:39 UTC
Hier-King JanEVP - Human Resources
Exercise / conversionCommon Stock 27,000 $3.35 $90,501.30
Disclosure

SEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 2

Hier-King Jan · CIK 0001311775 · EVP - Human Resources

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 126,138

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 03, 2005 Filed Aug 4, 2005 18:39 UTC
Hier-King JanEVP - Human Resources
Exercise / conversionCommon Stock 27,000 $3.35 $90,501.30
Disclosure

SEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 1

Hier-King Jan · CIK 0001311775 · EVP - Human Resources

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 99,138

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 01, 2005 Filed Aug 1, 2005 19:36 UTC Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative 6,750 $0.00 Strike: $8.10 $0.00
Disclosure

SEC source: 0001188403-05-000004 · edgar.xml · derivative · entry 5

MCLIN STEPHEN T · CIK 0001188403 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,750 shares

Expires 2008-05-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 01, 2005 Filed Aug 1, 2005 19:36 UTC Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative 10,125 $0.00 Strike: $5.31 $0.00
Disclosure

SEC source: 0001188403-05-000004 · edgar.xml · derivative · entry 4

MCLIN STEPHEN T · CIK 0001188403 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,125 shares

Expires 2007-05-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 01, 2005 Filed Aug 1, 2005 19:36 UTC SaleCommon Stock 16,875 $13.94 $235,237.50
Disclosure

SEC source: 0001188403-05-000004 · edgar.xml · nonDerivative · entry 3

MCLIN STEPHEN T · CIK 0001188403 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 142,671

F1 · balance_after: The reporting person also has a direct beneficial ownership interest in 14,400 shares.

Read SEC document
August 01, 2005 Filed Aug 1, 2005 19:36 UTC Exercise / conversionCommon Stock 6,750 $8.10 $54,675.00
Disclosure

SEC source: 0001188403-05-000004 · edgar.xml · nonDerivative · entry 2

MCLIN STEPHEN T · CIK 0001188403 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 159,546

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 01, 2005 Filed Aug 1, 2005 19:36 UTC Exercise / conversionCommon Stock 10,125 $5.31 $53,763.75
Disclosure

SEC source: 0001188403-05-000004 · edgar.xml · nonDerivative · entry 1

MCLIN STEPHEN T · CIK 0001188403 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 152,796

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 01, 2005 Filed Aug 3, 2005 16:39 UTC Disposition to issuerNon-Qualified Stock Option (Right to Buy) · Derivative 33,750 $0.00 Strike: $3.35 $0.00
Disclosure

SEC source: 0001186004-05-000003 · edgar.xml · derivative · entry 3

DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 33,750 shares

Expires 2005-12-07

Read SEC document
August 01, 2005 Filed Aug 3, 2005 16:39 UTC SaleCommon Stock 33,750 $13.91 $469,351.13
Disclosure

SEC source: 0001186004-05-000003 · edgar.xml · nonDerivative · entry 2

DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 236,755

F1 · balance_after: The reporting person also has an indirect beneficial ownership interest in 231,829 shares held in trust and 117,162 shares held by an ESOP.

Read SEC document
August 01, 2005 Filed Aug 3, 2005 16:39 UTC Exercise / conversionCommon Stock 33,750 $3.35 $113,062.50
Disclosure

SEC source: 0001186004-05-000003 · edgar.xml · nonDerivative · entry 1

DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 270,505

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 1,600 $13.91 $22,256.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 30

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,704,458

F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 14,357,495 shares, and an indirect beneficial ownership interest in 165,765,086 shares held in trust, 7,977,765 shares held by his spouse and 1,709,657 shares held by an ESOP.

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 4,400 $13.90 $61,160.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 29

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,706,058

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 2,000 $13.89 $27,780.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 28

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,710,458

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 5,000 $13.88 $69,400.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 27

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,712,458

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 2,800 $13.87 $38,836.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 26

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,717,458

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 1,700 $13.86 $23,562.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 25

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,720,258

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 3,600 $13.85 $49,860.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 24

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,721,958

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 1,400 $13.84 $19,376.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 23

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,725,558

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 10,800 $13.83 $149,364.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 22

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,726,958

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 3,000 $13.82 $41,460.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 21

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,737,758

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 400 $13.81 $5,524.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 20

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,740,758

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 100 $13.80 $1,380.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 19

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,741,158

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 800 $13.79 $11,032.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 18

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,741,258

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 900 $13.78 $12,402.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 17

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,742,058

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 400 $13.77 $5,508.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 16

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,742,958

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 2,400 $13.76 $33,024.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 15

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,743,358

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 2,400 $13.75 $33,000.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 14

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,745,758

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 2,900 $13.74 $39,846.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 13

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,748,158

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 8,900 $13.73 $122,197.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 12

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,751,058

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 1,900 $13.72 $26,068.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 11

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,759,958

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 1,700 $13.71 $23,307.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 10

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,761,858

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 600 $13.70 $8,220.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 9

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,763,558

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 3,600 $13.69 $49,284.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 8

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,764,158

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 1,000 $13.68 $13,680.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 7

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,767,758

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 7,600 $13.67 $103,892.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 6

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,768,758

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 6,500 $13.66 $88,790.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 5

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,776,358

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 3,600 $13.65 $49,140.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 4

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,782,858

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 5,200 $13.64 $70,928.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 3

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,786,458

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 6,400 $13.63 $87,232.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 2

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,791,658

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:17 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 5,900 $13.62 $80,358.00
Disclosure

SEC source: 0000923738-05-000016 · edgar.xml · nonDerivative · entry 1

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,798,058

Read SEC document
July 28, 2005 Filed Jul 28, 2005 22:20 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 500 $13.92 $6,960.00
Disclosure

SEC source: 0000923738-05-000018 · edgar.xml · nonDerivative · entry 1

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,703,958

F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 14,357,495 shares, and an indirect beneficial ownership interest in 165,765,086 shares held in trust, 7,977,765 shares held by his spouse and 1,709,657 shares held by an ESOP.

Read SEC document
July 27, 2005 Filed Jul 28, 2005 21:04 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative 281,250 $0.00 Strike: $3.80 $0.00
Disclosure

SEC source: 0000923738-05-000013 · edgar.xml · derivative · entry 31

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,125,000

Underlying: Common Stock · 281,250 shares

Expires 2005-10-17

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 27, 2005 Filed Jul 28, 2005 21:04 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 3,700 $13.80 $51,060.00
Disclosure

SEC source: 0000923738-05-000013 · edgar.xml · nonDerivative · entry 30

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,378,295

F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 165,765,086 shares held in trust, 44,803,958 shares held by an LLC, 7,977,765 shares held by his spouse and 1,709,657 shares held by an ESOP.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.