Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | Director · Co-Chairman | August 28, 2026 | August 31, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SCHWAB CHARLES CORP
Report date August 28, 2026 · Filed August 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Family Trust | 684,748 |
Reported balance
After 2026-08-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-28 · Exercise / conversion · Acquired 74,388 · Balance 684,748 |
| Common StockSEC Table I · non-derivative | Indirectby Family Trust | 610,360 |
Reported balance
After 2026-08-28 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-28 · Sale · Disposed 74,388 · Balance 610,360 F1: This transaction was executed in multiple trades at prices ranging from $110.90 to $110.98. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $46.81 · Expires 2029-03-01 | Direct | 154,589 |
Reported balance
After 2026-08-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-08-28 · Exercise / conversion · Disposed 74,388 · Balance 154,589 F3: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. |
| Common StockSEC Table I · non-derivative | Indirectby ESOP | 6,728.899 |
Reported balance
Holding disclosure · report date 2026-08-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,728.899 |
| Common StockSEC Table I · non-derivative | Indirectby ESPP | 4,334 |
Reported balance
Holding disclosure · report date 2026-08-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,334 |
| Common StockSEC Table I · non-derivative | Indirectby Spouse, as Trustee | 176.1192 |
Reported balance
Holding disclosure · report date 2026-08-28 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 176.1192 |
| Common StockSEC Table I · non-derivative | Indirectby Spouse | 2,410.1473 |
Reported balance
Holding disclosure · report date 2026-08-28 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 2,410.1473 F2: Includes 7.0627 shares acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $110.90 to $110.98. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.
F2: Includes 7.0627 shares acquired through dividend reinvestment.
F3: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 28, 2026 Filed Aug 31, 2026 23:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 74,388 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001296479-26-000014 · wk-form4_1788219574.xml · derivative · entry 7 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,589 Underlying: Common Stock · 74,388 shares Expires 2029-03-01 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. F3 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| August 28, 2026 Filed Aug 31, 2026 23:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 74,388 | $110.91 | $8,250,648.32 |
DisclosureSEC source: 0001296479-26-000014 · wk-form4_1788219574.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 610,360 F1 · price: This transaction was executed in multiple trades at prices ranging from $110.90 to $110.98. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| August 28, 2026 Filed Aug 31, 2026 23:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 74,388 | $46.81 | $3,482,102.28 |
DisclosureSEC source: 0001296479-26-000014 · wk-form4_1788219574.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 684,748 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 24, 2026 Filed Aug 26, 2026 23:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 176,210 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001296479-26-000011 · wk-form4_1787787460.xml · derivative · entry 7 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,977 Underlying: Common Stock · 176,210 shares Expires 2029-03-01 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. F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 23:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 176,210 | $113.49 | $19,997,368.06 |
DisclosureSEC source: 0001296479-26-000011 · wk-form4_1787787460.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 610,360 F2 · price: This transaction was executed in multiple trades at prices ranging from $113.345 to $113.615. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: Reflects the transfer of 81,014 shares from direct holding to a revocable trust. Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 23:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 176,210 | $46.81 | $8,248,390.10 |
DisclosureSEC source: 0001296479-26-000011 · wk-form4_1787787460.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 786,570 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. F1 · balance_after: Reflects the transfer of 81,014 shares from direct holding to a revocable trust. Read SEC document |
| July 28, 2026 Filed Jul 30, 2026 00:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 93,408 | $0.00 Strike: $52.05 | $0.00 |
DisclosureSEC source: 0001296479-26-000009 · wk-form4_1785373052.xml · derivative · entry 12 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 93,408 shares Expires 2028-03-01 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. F8 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| July 28, 2026 Filed Jul 30, 2026 00:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 12,880 | $105.56 | $1,359,659.17 |
DisclosureSEC source: 0001296479-26-000009 · wk-form4_1785373052.xml · nonDerivative · entry 6 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 529,346 F4 · price: This transaction was executed in multiple trades at prices ranging from $105.51 to $105.625. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 28, 2026 Filed Jul 30, 2026 00:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 38,263 | $105.18 | $4,024,686.00 |
DisclosureSEC source: 0001296479-26-000009 · wk-form4_1785373052.xml · nonDerivative · entry 5 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 542,226 F3 · price: This transaction was executed in multiple trades at prices ranging from $104.51 to $105.50. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 28, 2026 Filed Jul 30, 2026 00:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 42,265 | $103.86 | $4,389,642.90 |
DisclosureSEC source: 0001296479-26-000009 · wk-form4_1785373052.xml · nonDerivative · entry 4 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 580,489 F2 · price: This transaction was executed in multiple trades at prices ranging from $103.51 to $104.50. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 28, 2026 Filed Jul 30, 2026 00:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 93,408 | $52.05 | $4,861,886.40 |
DisclosureSEC source: 0001296479-26-000009 · wk-form4_1785373052.xml · nonDerivative · entry 3 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 622,754 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, 2026 Filed Jul 30, 2026 00:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 192,488 | $0.00 Strike: $52.05 | $0.00 |
DisclosureSEC source: 0001296479-26-000009 · wk-form4_1785373052.xml · derivative · entry 11 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,408 Underlying: Common Stock · 192,488 shares Expires 2028-03-01 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. F8 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| July 27, 2026 Filed Jul 30, 2026 00:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 192,488 | $103.90 | $19,999,926.67 |
DisclosureSEC source: 0001296479-26-000009 · wk-form4_1785373052.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 529,346 F1 · price: This transaction was executed in multiple trades at prices ranging from $103.61 to $104.27. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 27, 2026 Filed Jul 30, 2026 00:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 192,488 | $52.05 | $10,019,000.40 |
DisclosureSEC source: 0001296479-26-000009 · wk-form4_1785373052.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 721,834 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 |
| March 02, 2026 Filed Mar 4, 2026 01:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 42,113 | $0.00 Strike: $95.49 | $0.00 |
DisclosureSEC source: 0001296479-26-000007 · wk-form4_1772588716.xml · derivative · entry 7 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,113 Underlying: Common Stock · 42,113 shares Expires 2036-03-02 F3 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 60,743 | $95.31 | $5,789,111.62 |
DisclosureSEC source: 0001296479-26-000007 · wk-form4_1772588716.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,014 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 141,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001296479-26-000007 · wk-form4_1772588716.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,757 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025. Read SEC document |
| February 06, 2026 Filed Feb 11, 2026 00:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 67,514 | $0.00 Strike: $42.99 | $0.00 |
DisclosureSEC source: 0001296479-26-000005 · wk-form4_1770770949.xml · derivative · entry 7 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 67,514 shares Expires 2027-03-01 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. F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 06, 2026 Filed Feb 11, 2026 00:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 67,514 | $104.25 | $7,038,476.28 |
DisclosureSEC source: 0001296479-26-000005 · wk-form4_1770770949.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 529,346 F1 · price: This transaction was executed in multiple trades at prices ranging from $104.25 to $104.315. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 06, 2026 Filed Feb 11, 2026 00:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 67,514 | $42.99 | $2,902,426.86 |
DisclosureSEC source: 0001296479-26-000005 · wk-form4_1770770949.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 596,860 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 |
| February 04, 2026 Filed Feb 6, 2026 00:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 94,948 | $0.00 Strike: $42.99 | $0.00 |
DisclosureSEC source: 0001296479-26-000003 · wk-form4_1770337107.xml · derivative · entry 11 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,514 Underlying: Common Stock · 94,948 shares Expires 2027-03-01 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. F7 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 00:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 94,948 | $104.25 | $9,898,518.90 |
DisclosureSEC source: 0001296479-26-000003 · wk-form4_1770337107.xml · nonDerivative · entry 5 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 529,346 F3 · price: This transaction was executed in multiple trades at prices ranging from $104.25 to $104.28. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 00:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 94,948 | $42.99 | $4,081,814.52 |
DisclosureSEC source: 0001296479-26-000003 · wk-form4_1770337107.xml · nonDerivative · entry 4 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 624,294 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 |
| February 03, 2026 Filed Feb 6, 2026 00:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 162,462 | $0.00 Strike: $42.99 | $0.00 |
DisclosureSEC source: 0001296479-26-000003 · wk-form4_1770337107.xml · derivative · entry 10 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,462 Underlying: Common Stock · 162,462 shares Expires 2027-03-01 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. F7 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 03, 2026 Filed Feb 6, 2026 00:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 21,429 | $104.24 | $2,233,821.10 |
DisclosureSEC source: 0001296479-26-000003 · wk-form4_1770337107.xml · nonDerivative · entry 3 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 529,346 F2 · price: This transaction was executed in multiple trades at prices ranging from $104.17 to $104.32. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 03, 2026 Filed Feb 6, 2026 00:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 141,033 | $103.85 | $14,646,065.50 |
DisclosureSEC source: 0001296479-26-000003 · wk-form4_1770337107.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 550,775 F1 · price: This transaction was executed in multiple trades at prices ranging from $103.17 to $104.16. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 03, 2026 Filed Feb 6, 2026 00:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 162,462 | $42.99 | $6,984,241.38 |
DisclosureSEC source: 0001296479-26-000003 · wk-form4_1770337107.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 691,808 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 |
| November 10, 2025 Filed Nov 13, 2025 23:59 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 61,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001296479-25-000015 · wk-form4_1763078346.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 529,346 Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 22:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 173,876 | $98.84 | $17,186,390.69 |
DisclosureSEC source: 0001296479-25-000012 · wk-form4_1753999377.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 590,734 F1 · price: This transaction was executed in multiple trades at prices ranging from $98.38 to $99.37. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 19, 2025 Filed May 20, 2025 20:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 191,523 | $89.00 | $17,045,432.09 |
DisclosureSEC source: 0001296479-25-000007 · wk-form4_1747771603.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 764,610.022 F1 · price: This transaction was executed in multiple trades at prices ranging from $88.725 to $89.325. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 01:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 52,440 | $0.00 Strike: $78.12 | $0.00 |
DisclosureSEC source: 0001296479-25-000005 · wk-form4_1741138636.xml · derivative · entry 6 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,440 Underlying: Common Stock · 52,440 shares Expires 2035-03-03 F5 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 01:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 96,539 | $79.05 | $7,630,925.26 |
DisclosureSEC source: 0001296479-25-000005 · wk-form4_1741138636.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 956,133.022 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 01:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 225,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001296479-25-000005 · wk-form4_1741138636.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,052,672.022 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2013 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2024. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 23:19 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 464,629 | $0.00 Strike: $26.39 | $0.00 |
DisclosureSEC source: 0001296479-25-000002 · wk-form4_1739575141.xml · derivative · entry 7 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 464,629 shares Expires 2026-03-01 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. F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on March 1, 2016. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 23:19 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 22,832 | $82.66 | $1,887,185.81 |
DisclosureSEC source: 0001296479-25-000002 · wk-form4_1739575141.xml · nonDerivative · entry 3 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 827,377.022 F2 · price: This transaction was executed in multiple trades at prices ranging from $82.345 to $82.795. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 23:19 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 441,797 | $81.87 | $36,170,406.37 |
DisclosureSEC source: 0001296479-25-000002 · wk-form4_1739575141.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 850,209.022 F1 · price: This transaction was executed in multiple trades at prices ranging from $81.34 to $82.34. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 23:19 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 464,629 | $26.39 | $12,261,559.31 |
DisclosureSEC source: 0001296479-25-000002 · wk-form4_1739575141.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,292,006.022 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 17, 2024 Filed Jul 19, 2024 21:23 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | PurchaseCommon Stock | 25,000 | $66.26 | $1,656,500.00 |
DisclosureSEC source: 0001296479-24-000004 · wk-form4_1721424228.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 827,377.022 Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 02:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 382,400 | $0.00 Strike: $66.47 | $0.00 |
DisclosureSEC source: 0001296479-24-000002 · wk-form4_1709692456.xml · derivative · entry 6 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 382,400 Underlying: Common Stock · 382,400 shares Expires 2034-03-01 F5 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 02:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 105,420 | $66.36 | $6,995,270.60 |
DisclosureSEC source: 0001296479-24-000002 · wk-form4_1709692456.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 802,377.022 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 02:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 251,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001296479-24-000002 · wk-form4_1709692456.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 907,797.022 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2013 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2023. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 23:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | PurchaseCommon Stock | 50,000 | $59.31 | $2,965,500.00 |
DisclosureSEC source: 0001062993-23-006879 · form4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 656,501.022 Read SEC document |
| March 02, 2023 Filed Mar 7, 2023 02:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 126,937 | $76.46 | $9,705,920.36 |
DisclosureSEC source: 0001062993-23-006120 · form4.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606,501.022 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 02, 2023 Filed Mar 7, 2023 02:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 300,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-006120 · form4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 733,438.022 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2013 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2022. Read SEC document |
| March 01, 2023 Filed Mar 4, 2023 01:19 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 332,878 | $0.00 Strike: $77.41 | $0.00 |
DisclosureSEC source: 0001062993-23-005982 · form4.xml · derivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,878 Underlying: Common Stock · 332,878 shares Expires 2033-03-01 F1 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| April 29, 2022 Filed Apr 29, 2022 22:15 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | PurchaseCommon Stock | 63,188 | $67.07 | $4,238,234.00 |
DisclosureSEC source: 0001225208-22-006311 · doc4.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432,625.022 F2 · price: This transaction was executed in multiple trades at prices ranging from $66.52 to $67.55. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 28, 2022 Filed Apr 29, 2022 22:15 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | PurchaseCommon Stock | 9,723 | $68.16 | $662,676.90 |
DisclosureSEC source: 0001225208-22-006311 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,437.022 F1 · price: This transaction was executed in multiple trades at prices ranging from $67.55 to $68.55. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 20:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | PurchaseCommon Stock | 4,341 | $68.55 | $297,567.30 |
DisclosureSEC source: 0001225208-22-006226 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,714.022 F1 · price: This transaction was executed in multiple trades at prices ranging from $68.54 to $68.55. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 26, 2022 Filed Apr 26, 2022 22:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | PurchaseCommon Stock | 26,108 | $68.55 | $1,789,687.74 |
DisclosureSEC source: 0001225208-22-006125 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,373.022 F1 · price: This transaction was executed in multiple trades at prices ranging from $68.53 to $68.55. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 25, 2022 Filed Apr 26, 2022 01:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | PurchaseCommon Stock | 36,640 | $69.49 | $2,545,959.71 |
DisclosureSEC source: 0001225208-22-006081 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,265.022 F1 · price: This transaction was executed in multiple trades at prices ranging from $68.55 to $69.55. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. 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.