Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | MD, Head of Retail Investing | August 14, 2026 | August 17, 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 14, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-08-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-14 · Exercise / conversion · Acquired 21,866 · Balance 0 F1: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 0 |
Reported balance
After 2026-08-14 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-14 · Sale · Disposed 21,866 · Balance 0 F2: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025. F3: The transaction was executed in multiple trades at prices ranging from $111.025 to $111.03. 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 transfer of shares and prices at which the transaction was affected. F1: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $46.81 · Expires 2029-03-01 | Direct | 0 |
Reported balance
After 2026-08-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-14 · Exercise / conversion · Disposed 21,866 · Balance 0 F4: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the contribution of the shares received upon exercise of the option to a revocable trust.
F2: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025.
F3: The transaction was executed in multiple trades at prices ranging from $111.025 to $111.03. 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 transfer of shares and prices at which the transaction was affected.
F4: 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 14, 2026 Filed Aug 17, 2026 22:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 21,866 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001733065-26-000013 · wk-form4_1787005356.xml · derivative · entry 3 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,866 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 14, 2026 Filed Aug 17, 2026 22:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 21,866 | $111.03 | $2,427,687.96 |
DisclosureSEC source: 0001733065-26-000013 · wk-form4_1787005356.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 0 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025. F3 · price: The transaction was executed in multiple trades at prices ranging from $111.025 to $111.03. 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 transfer of shares and prices at which the transaction was affected. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| August 14, 2026 Filed Aug 17, 2026 22:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 21,866 | $46.81 | $1,023,547.46 |
DisclosureSEC source: 0001733065-26-000013 · wk-form4_1787005356.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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 contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 22:15 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 21,750 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001733065-26-000011 · wk-form4_1786140899.xml · derivative · entry 3 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,866 Underlying: Common Stock · 21,750 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 05, 2026 Filed Aug 7, 2026 22:15 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 21,750 | $107.02 | $2,327,752.43 |
DisclosureSEC source: 0001733065-26-000011 · wk-form4_1786140899.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 0 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025. F3 · price: The transaction was executed in multiple trades at prices ranging from $107.005 to $107.06. 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 transfer of shares and prices at which the transaction was effected. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 22:15 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 21,750 | $46.81 | $1,018,117.50 |
DisclosureSEC source: 0001733065-26-000011 · wk-form4_1786140899.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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 contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| July 07, 2026 Filed Jul 10, 2026 00:21 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 21,750 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001733065-26-000009 · wk-form4_1783642902.xml · derivative · entry 3 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,616 Underlying: Common Stock · 21,750 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 |
| July 07, 2026 Filed Jul 10, 2026 00:21 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 21,750 | $102.01 | $2,218,721.85 |
DisclosureSEC source: 0001733065-26-000009 · wk-form4_1783642902.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 0 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025. F3 · price: The transaction was executed in multiple trades at prices ranging from $102.00 to $102.10. 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 transfer of shares and prices at which the transaction was effected. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| July 07, 2026 Filed Jul 10, 2026 00:21 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 21,750 | $46.81 | $1,018,117.50 |
DisclosureSEC source: 0001733065-26-000009 · wk-form4_1783642902.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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 contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| April 14, 2026 Filed Apr 16, 2026 00:09 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 21,750 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001733065-26-000007 · wk-form4_1776298156.xml · derivative · entry 3 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 65,366 Underlying: Common Stock · 21,750 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 |
| April 14, 2026 Filed Apr 16, 2026 00:09 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 21,750 | $99.00 | $2,153,326.13 |
DisclosureSEC source: 0001733065-26-000007 · wk-form4_1776298156.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 0 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025. F3 · price: The transaction was executed in multiple trades at prices ranging from $99.00 to $99.035. 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 transfer of shares and prices at which the transaction was effected. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| April 14, 2026 Filed Apr 16, 2026 00:09 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 21,750 | $46.81 | $1,018,117.50 |
DisclosureSEC source: 0001733065-26-000007 · wk-form4_1776298156.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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 contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,449 | $94.89 | $517,079.04 |
DisclosureSEC source: 0001733065-26-000005 · wk-form4_1772751404.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 0 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 11, 2025. F4 · price: The transaction was executed in multiple trades at prices ranging from $94.76 to $95.17. 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 transfer of shares and prices at which the transaction was effected. F3 · balance_after: Reflects the contribution of shares from direct to a revocable trust. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,032 | $94.42 | $852,817.70 |
DisclosureSEC source: 0001733065-26-000005 · wk-form4_1772751404.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 5,449 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 11, 2025. F2 · price: The transaction was executed in multiple trades at prices ranging from $93.75 to $94.735. 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 transfer of shares and prices at which the transaction was effected. F3 · balance_after: Reflects the contribution of shares from direct to a revocable trust. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 02:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 50,052 | $0.00 Strike: $95.49 | $0.00 |
DisclosureSEC source: 0001733065-26-000003 · wk-form4_1772590684.xml · derivative · entry 3 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,052 Underlying: Common Stock · 50,052 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 02:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 11,152 | $95.31 | $1,062,841.36 |
DisclosureSEC source: 0001733065-26-000003 · wk-form4_1772590684.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,481 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 02:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 25,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001733065-26-000003 · wk-form4_1772590684.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,633 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 |
| November 07, 2025 Filed Nov 11, 2025 02:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 35,188 | $0.00 Strike: $41.98 | $0.00 |
DisclosureSEC source: 0001733065-25-000012 · wk-form4_1762827464.xml · derivative · entry 3 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,188 shares Expires 2030-03-02 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 |
| November 07, 2025 Filed Nov 11, 2025 02:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 35,188 | $95.35 | $3,355,028.01 |
DisclosureSEC source: 0001733065-25-000012 · wk-form4_1762827464.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 0 F1 · shares: Reflects the contribution of shares received upon exercise of the option to a revocable trust. F2 · price: The transaction was executed in multiple trades at prices ranging from $95.235 to $95.45. 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 transfer of shares and prices at which the transaction was effected. Read SEC document |
| November 07, 2025 Filed Nov 11, 2025 02:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 35,188 | $41.98 | $1,477,192.24 |
DisclosureSEC source: 0001733065-25-000012 · wk-form4_1762827464.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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 contribution of shares received upon exercise of the option to a revocable trust. Read SEC document |
| May 21, 2025 Filed May 23, 2025 00:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 47,500 | $0.00 Strike: $41.98 | $0.00 |
DisclosureSEC source: 0001733065-25-000008 · wk-form4_1747961797.xml · derivative · entry 3 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,188 Underlying: Common Stock · 47,500 shares Expires 2030-03-02 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 vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| May 21, 2025 Filed May 23, 2025 00:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 47,500 | $88.46 | $4,201,636.25 |
DisclosureSEC source: 0001733065-25-000008 · wk-form4_1747961797.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 0 F2 · price: The transaction was executed in multiple trades at prices ranging from $88.24 to $88.61. 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 transfer of shares and prices at which the transaction was effected. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| May 21, 2025 Filed May 23, 2025 00:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 47,500 | $41.98 | $1,994,050.00 |
DisclosureSEC source: 0001733065-25-000008 · wk-form4_1747961797.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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 contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 9,559 | $0.00 Strike: $42.99 | $0.00 |
DisclosureSEC source: 0001733065-25-000006 · wk-form4_1746216608.xml · derivative · entry 3 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,559 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. 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 |
| May 01, 2025 Filed May 2, 2025 20:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,559 | $82.00 | $783,853.29 |
DisclosureSEC source: 0001733065-25-000006 · wk-form4_1746216608.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 0 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on October 31, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $82.00 to $82.02. 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 contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 9,559 | $42.99 | $410,941.41 |
DisclosureSEC source: 0001733065-25-000006 · wk-form4_1746216608.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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 contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| March 06, 2025 Filed Mar 11, 2025 00:42 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 23,258 | $75.59 | $1,757,986.17 |
DisclosureSEC source: 0001733065-25-000004 · wk-form4_1741653761.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 0 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 31, 2024. F2 · price: The transaction was executed in multiple trades at prices ranging from $75.245 to $75.90. The price reported reflects the weighted average purchase 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 02:08 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 28,668 | $0.00 Strike: $42.99 | $0.00 |
DisclosureSEC source: 0001733065-25-000002 · wk-form4_1741140507.xml · derivative · entry 6 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,559 Underlying: Common Stock · 28,668 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. 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 |
| March 03, 2025 Filed Mar 5, 2025 02:08 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 63,840 | $0.00 Strike: $78.12 | $0.00 |
DisclosureSEC source: 0001733065-25-000002 · wk-form4_1741140507.xml · derivative · entry 5 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 63,840 Underlying: Common Stock · 63,840 shares Expires 2035-03-03 F7 · 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 02:08 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 28,668 | $79.32 | $2,273,971.56 |
DisclosureSEC source: 0001733065-25-000002 · wk-form4_1741140507.xml · nonDerivative · entry 4 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 23,258 F4 · kind: The option exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on October 31, 2024. F6 · price: The transaction was executed in multiple trades at prices ranging from $78.96 to $79.71. 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 transfer of shares and prices at which the transaction was effected. F5 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable living trust. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 02:08 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 28,668 | $42.99 | $1,232,437.32 |
DisclosureSEC source: 0001733065-25-000002 · wk-form4_1741140507.xml · nonDerivative · entry 3 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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 · kind: The option exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on October 31, 2024. F5 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable living trust. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 02:08 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 19,151 | $79.05 | $1,513,790.80 |
DisclosureSEC source: 0001733065-25-000002 · wk-form4_1741140507.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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. F3 · balance_after: Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSUs to a revocable living trust. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 02:08 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 42,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001733065-25-000002 · wk-form4_1741140507.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,409 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 |
| March 21, 2024 Filed Mar 25, 2024 23:28 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 4,977 | $0.00 Strike: $26.39 | $0.00 |
DisclosureSEC source: 0001733065-24-000006 · wk-form4_1711409323.xml · derivative · entry 3 Craig Jonathan M. · CIK 0001733065 · Please see remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,977 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 annual installments beginning on March 1, 2017. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 23:28 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,977 | $70.01 | $348,429.82 |
DisclosureSEC source: 0001733065-24-000006 · wk-form4_1711409323.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · Please see remarks 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 0 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on October 27, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $70.00 to $70.015. 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 transfer of shares and prices at which the transaction was effected. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 23:28 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 4,977 | $26.39 | $131,343.03 |
DisclosureSEC source: 0001733065-24-000006 · wk-form4_1711409323.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · Please see remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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 contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| March 06, 2024 Filed Mar 9, 2024 01:12 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 8,135 | $68.23 | $555,059.19 |
DisclosureSEC source: 0001733065-24-000004 · wk-form4_1709946711.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · Please see remarks 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 0 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 27, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $68.135 to $68.47. The price reported reflects the weighted average purchase 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 06, 2024 Filed Mar 9, 2024 01:12 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 40,616 | $67.71 | $2,750,024.07 |
DisclosureSEC source: 0001733065-24-000004 · wk-form4_1709946711.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · Please see remarks 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 8,135 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 27, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $67.13 to $68.13. The price reported reflects the weighted average purchase 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 01, 2024 Filed Mar 6, 2024 00:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 69,147 | $0.00 Strike: $66.47 | $0.00 |
DisclosureSEC source: 0001733065-24-000002 · wk-form4_1709685191.xml · derivative · entry 4 Craig Jonathan M. · CIK 0001733065 · Please see remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,147 Underlying: Common Stock · 69,147 shares Expires 2034-03-01 F4 · 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 00:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 43,485 | $66.36 | $2,885,499.36 |
DisclosureSEC source: 0001733065-24-000002 · wk-form4_1709685191.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · Please see remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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. F3 · balance_after: Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSUs to a revocable living trust. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 92,236 | $0.00 | $0.00 |
DisclosureSEC source: 0001733065-24-000002 · wk-form4_1709685191.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · Please see remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,236 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 06, 2023 Filed Mar 7, 2023 02:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 34,667 | $76.33 | $2,646,239.58 |
DisclosureSEC source: 0001062993-23-006122 · form4.xml · nonDerivative · entry 3 Craig Jonathan M. · CIK 0001733065 · Please see remarks 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 11,159 F4 · kind: The sales reflected in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 18, 2022. F5 · price: This transaction was executed in multiple trades at prices ranging from $75.94 to $76.70. 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. F3 · balance_after: Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSUs to a revocable living trust. Read SEC document |
| March 02, 2023 Filed Mar 7, 2023 02:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 34,091 | $76.46 | $2,606,683.09 |
DisclosureSEC source: 0001062993-23-006122 · form4.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · Please see remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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. F3 · balance_after: Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSUs to a revocable living trust. Read SEC document |
| March 02, 2023 Filed Mar 7, 2023 02:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 68,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-006122 · form4.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · Please see remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,758 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 01:14 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 60,192 | $0.00 Strike: $77.41 | $0.00 |
DisclosureSEC source: 0001062993-23-005976 · form4.xml · derivative · entry 1 Craig Jonathan M. · CIK 0001733065 · Please see remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,192 Underlying: Common Stock · 60,192 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 |
| January 18, 2023 Filed Jan 20, 2023 21:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 51,144 | $0.00 Strike: $30.17 | $0.00 |
DisclosureSEC source: 0001062993-23-001189 · form4.xml · derivative · entry 4 Craig Jonathan M. · CIK 0001733065 · Please see remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 51,144 shares Expires 2025-03-02 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 |
| January 18, 2023 Filed Jan 20, 2023 21:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 11,159 | $80.83 | $901,935.10 |
DisclosureSEC source: 0001062993-23-001189 · form4.xml · nonDerivative · entry 3 Craig Jonathan M. · CIK 0001733065 · Please see remarks 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 0 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 18, 2022. F4 · price: This transaction was executed in multiple trades at prices ranging from $80.51 to $81.50. 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. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable living trust. Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 21:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 39,985 | $80.15 | $3,204,749.77 |
DisclosureSEC source: 0001062993-23-001189 · form4.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · Please see remarks 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 11,159 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 18, 2022. F3 · price: This transaction was executed in multiple trades at prices ranging from $79.59 to $80.50. 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. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable living trust. Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 21:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 51,144 | $30.17 | $1,543,014.48 |
DisclosureSEC source: 0001062993-23-001189 · form4.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · Please see remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 contribution of the shares received upon exercise of the option to a revocable living trust. Read SEC document |
| October 28, 2022 Filed Nov 1, 2022 21:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,019 | $79.08 | $317,802.43 |
DisclosureSEC source: 0001062993-22-021373 · form4.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · Please see remarks 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $79.035 to $79.185. 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.