Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | Director | October 01, 2026 | October 06, 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 October 01, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $98.37 · Expires 2036-10-01 | Direct | 1,222 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 1,222 · Balance 1,222 F2: The option was received in lieu of cash compensation otherwise payable as director fees. F1: The option was received pursuant to the Directors' Compensation Plan II and vested immediately. |
Filing footnotes · ownership attribution and instrument terms
F1: The option was received pursuant to the Directors' Compensation Plan II and vested immediately.
F2: The option was received in lieu of cash compensation otherwise payable as director fees.
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 |
|---|---|---|---|---|---|---|
| October 01, 2020 Filed Oct 5, 2020 21:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 1,406 | Not disclosed Strike: $37.73 | Not disclosed |
DisclosureSEC source: 0001225208-20-012210 · doc4.xml · derivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,406 Underlying: Common Stock · 1,406 shares Expires 2030-10-01 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. F2 · price: The option was received in lieu of cash compensation otherwise payable as director fees. Read SEC document |
| July 22, 2020 Filed Jul 22, 2020 22:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | PurchaseCommon Stock | 2,854 | $34.91 | $99,633.14 |
DisclosureSEC source: 0001225208-20-009900 · doc4.xml · nonDerivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 5,408.8505 Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 17:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 1,348 | Not disclosed Strike: $33.02 | Not disclosed |
DisclosureSEC source: 0001225208-20-009560 · doc4.xml · derivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,348 Underlying: Common Stock · 1,348 shares Expires 2030-07-01 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. F2 · price: The option was received in lieu of cash compensation otherwise payable as director fees. Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:32 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 6,655 | $0.00 Strike: $33.40 | $0.00 |
DisclosureSEC source: 0001225208-20-007931 · doc4.xml · derivative · entry 4 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,655 Underlying: Common Stock · 6,655 shares Expires 2030-05-14 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:32 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007931 · doc4.xml · nonDerivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,751 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| April 27, 2020 Filed Apr 28, 2020 22:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | PurchaseCommon Stock | 2,460 | $36.74 | $90,368.10 |
DisclosureSEC source: 0001225208-20-006852 · doc4.xml · nonDerivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Disclosed balance after: 2,460 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 16:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 1,385 | Not disclosed Strike: $32.96 | Not disclosed |
DisclosureSEC source: 0001225208-20-005999 · doc4.xml · derivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,385 Underlying: Common Stock · 1,385 shares Expires 2030-04-01 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. F2 · price: The option was received in lieu of cash compensation otherwise payable as director fees. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 12:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 1,431 | Not disclosed Strike: $48.23 | Not disclosed |
DisclosureSEC source: 0001225208-20-000582 · doc4.xml · derivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,431 Underlying: Common Stock · 1,431 shares Expires 2030-01-02 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. F2 · price: The option was received in lieu of cash compensation otherwise payable as director fees. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 22:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 1,732 | Not disclosed Strike: $37.76 | Not disclosed |
DisclosureSEC source: 0001225208-19-013069 · doc4.xml · derivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,732 Underlying: Common Stock · 1,732 shares Expires 2029-10-01 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. F2 · price: The option was received in lieu of cash compensation otherwise payable as director fees. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 19:42 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 1,718 | Not disclosed Strike: $40.76 | Not disclosed |
DisclosureSEC source: 0001225208-19-010034 · doc4.xml · derivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,718 Underlying: Common Stock · 1,718 shares Expires 2029-07-01 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. F2 · price: The option was received in lieu of cash compensation otherwise payable as director fees. Read SEC document |
| May 17, 2019 Filed May 21, 2019 22:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 8,584 | $0.00 Strike: $43.21 | $0.00 |
DisclosureSEC source: 0001225208-19-008339 · doc4.xml · derivative · entry 3 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,584 Underlying: Common Stock · 8,584 shares Expires 2029-05-17 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 17, 2019 Filed May 21, 2019 22:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008339 · doc4.xml · nonDerivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,355 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 03, 2019 Filed May 7, 2019 22:09 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | PurchaseCommon Stock | 2,500 | $46.10 | $115,250.00 |
DisclosureSEC source: 0001123292-19-000700 · edgar.xml · nonDerivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by IRA Disclosed balance after: 2,500 Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 18:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 1,613 | Not disclosed Strike: $44.13 | Not disclosed |
DisclosureSEC source: 0001225208-19-006295 · doc4.xml · derivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,613 Underlying: Common Stock · 1,613 shares Expires 2029-04-01 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. F2 · price: The option was received in lieu of cash compensation otherwise payable as director fees. Read SEC document |
| January 02, 2019 Filed Jan 5, 2019 02:08 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 1,185 | Not disclosed Strike: $41.58 | Not disclosed |
DisclosureSEC source: 0001225208-19-000646 · doc4.xml · derivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,185 Underlying: Common Stock · 1,185 shares Expires 2029-01-02 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. F2 · price: The option was received in lieu of cash compensation otherwise payable as director fees. Read SEC document |
| May 17, 2018 Filed May 21, 2018 20:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 2,998 | $0.00 Strike: $59.32 | $0.00 |
DisclosureSEC source: 0001225208-18-009624 · doc4.xml · derivative · entry 2 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,998 Underlying: Common Stock · 2,998 shares Expires 2028-05-17 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 17, 2018 Filed May 21, 2018 20:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 788 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009624 · doc4.xml · nonDerivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 788 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. 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.