Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | Director | May 26, 2026 | May 28, 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 May 26, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,669 |
Reported balance
After 2026-05-26 transaction · row 1
1 source rowRow 1 · 2026-05-26 · Grant · Acquired 1,602 · Balance 5,669 F1: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 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. |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $89.40 · Expires 2036-05-26 | Direct | 3,977 |
Reported balance
After 2026-05-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-26 · Grant · Acquired 3,977 · Balance 3,977 F2: The option was granted under the company's 2022 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 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 450,654 |
Reported balance
Holding disclosure · report date 2026-05-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 450,654 |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 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.
F2: The option was granted under the company's 2022 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
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 |
|---|---|---|---|---|---|---|
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 232 | $16.47 | $3,821.04 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 24 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 238,600 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 464 | $16.49 | $7,651.36 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 23 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 238,832 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 695 | $16.51 | $11,474.45 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 22 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 239,296 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 117 | $16.53 | $1,934.01 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 21 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 239,991 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 464 | $16.54 | $7,674.56 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 20 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 240,108 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 522 | $16.55 | $8,639.10 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 19 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 240,572 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 97 | $16.56 | $1,606.32 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 18 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 241,094 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 638 | $16.58 | $10,578.04 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 17 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 241,191 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 522 | $16.59 | $8,659.98 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 16 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 241,829 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 280 | $16.60 | $4,648.00 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 15 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 242,351 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 1,334 | $16.61 | $22,157.74 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 14 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 242,631 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 1,392 | $16.62 | $23,135.04 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 13 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 243,965 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 812 | $16.63 | $13,503.56 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 12 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 245,357 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 58 | $16.64 | $965.12 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 11 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 246,169 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 1,359 | $16.65 | $22,627.35 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 10 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 246,227 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 1,439 | $16.66 | $23,973.74 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 9 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 247,586 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 232 | $16.67 | $3,867.44 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 8 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 249,025 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 116 | $16.68 | $1,934.88 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 7 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 249,257 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 522 | $16.69 | $8,712.18 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 6 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 249,373 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 1,218 | $16.70 | $20,340.60 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 5 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 249,895 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 348 | $16.71 | $5,815.08 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 4 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 251,113 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 348 | $16.73 | $5,822.04 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 251,461 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 530 | $16.74 | $8,872.20 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 2 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 251,809 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 117 | $16.75 | $1,959.75 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 252,339 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 30, 2006. Read SEC document |
| September 07, 2005 Filed Sep 9, 2005 16:50 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 150,000 | $0.00 Strike: $17.08 | $0.00 |
DisclosureSEC source: 0000923738-05-000035 · edgar.xml · derivative · entry 2 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2012-09-07 F2 · derivative.exercise_price: The options were granted under the Company's 2004 Stock Incentive Plan and are fully exercisable as of the grant date. The exercise price is 125% of the closing price of the Company's common stock on the grant date. Read SEC document |
| September 07, 2005 Filed Sep 9, 2005 16:50 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 150,000 | $0.00 Strike: $15.30 | $0.00 |
DisclosureSEC source: 0000923738-05-000035 · edgar.xml · derivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2012-09-07 F1 · derivative.exercise_price: The options were granted under the Company's 2004 Stock Incentive Plan and are fully exercisable as of the grant date. The exercise price is 112% of the closing price of the Company's common stock on the grant date. Read SEC document |
| August 01, 2005 Filed Aug 3, 2005 16:39 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Disposition to issuerNon-Qualified Stock Option (Right to Buy) · Derivative | 33,750 | $0.00 Strike: $3.35 | $0.00 |
DisclosureSEC source: 0001186004-05-000003 · edgar.xml · derivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,750 shares Expires 2005-12-07 Read SEC document |
| August 01, 2005 Filed Aug 3, 2005 16:39 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 33,750 | $13.91 | $469,351.13 |
DisclosureSEC source: 0001186004-05-000003 · edgar.xml · nonDerivative · entry 2 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,755 F1 · balance_after: The reporting person also has an indirect beneficial ownership interest in 231,829 shares held in trust and 117,162 shares held by an ESOP. Read SEC document |
| August 01, 2005 Filed Aug 3, 2005 16:39 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionCommon Stock | 33,750 | $3.35 | $113,062.50 |
DisclosureSEC source: 0001186004-05-000003 · edgar.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,505 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 30, 2004 Filed Oct 4, 2004 16:50 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 291,971 | $0.00 Strike: $9.19 | $0.00 |
DisclosureSEC source: 0001186004-04-000002 · edgar.xml · derivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,971 Underlying: Common Stock · 291,971 shares Expires 2011-09-30 F1 · kind: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 40% on December 15, 2004, and 20% on each of December 15, 2005, 2006 and 2007. Read SEC document |
| July 22, 2003 Filed Jul 23, 2003 21:00 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 182,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001186004-03-000002 · edgar.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,009 F1 · kind: The shares were granted under the Company's 1992 Stock Incentive Plan and/or 2001 Stock Incentive Plan and vest 25% on the third and fourth anniversary of the grant date and 50% on the fifth anniversary of the grant date. F2 · shares: The reporting person also has an indirect beneficial ownership interest in 190,575 shares held in trust and 115,453.12 sharse held by ESOP. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.