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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History for:
SCHWAB CHARLES CORP: SCHW
Price: 11/8/24 52-Wk
High		 52-Wk
Low		 Mkt Cap (mm) Shrs Out (mm) 3-Mth Ave
Vol (m)		 Ind. Yield Short Int
% Float		 Inst. Owned Insider Owned
$73.90 $79.49 $53.60 $135,188 1,778 8,130 1.4% 1.1% 80.82% 6.27%
Exch Sector Industry Sub-Industry
NYSE Finance, Insurance, And Real Estate Security And Commodity Brokers, Dealers, Exchanges, And Services Security Brokers, Dealers & Flotation Companies
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#
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
3m
1
100%
-34%
1
RUFFEL CHARLES A
DIR
S
$235,779
2,998
---
11/13/24
---
$78.65
13,498
-18.2
D
---
11/14/24 - 9:32:50 pm
2
    
 
BEATTY JONATHAN S
O
OS
$192,540
2,500
---
11/11/24
---
$77.02
18,069
-12.2
I
10b
11/12/24 - 6:46:03 pm
3
    
 
BEATTY JONATHAN S
O
OE
$110,600
2,500
---
11/11/24
---
$44.24
36,981
7.3
D
10b
11/12/24 - 6:46:03 pm
4
    
 
WOOLWAY PAUL V
O
JS
---
1,321
---
11/6/24
---
---
61,198
-2.1
I
---
11/8/24 - 7:14:05 pm
5
    
 
WURSTER RICHARD A
PR
JS
$466,391
6,479
---
10/25/24
---
$71.98
137,749
-4.5
D
R
10/28/24 - 5:50:31 pm
6
1y
257
43%
13%
3
SCHWAB CHARLES R
CB,DIR
S
$1,221,334
17,225
---
10/21/24
---
$70.90
60,602,144
-0.0
I
---
10/22/24 - 6:20:18 pm
7
    
 
SCHWAB POMERANTZ CAROLYN
DIR
AS
$2,150,379
29,800
---
10/17/24
$72.14
$72.22
551,329
-5.1
I
10b
10/18/24 - 4:18:33 pm
8
1y
257
43%
13%
3
SCHWAB CHARLES R
CB,DIR
OS
$4,521,484
62,345
---
10/16/24
---
$72.52
60,619,372
-0.1
I
---
10/17/24 - 5:18:12 pm
9
    
 
SCHWAB CHARLES R
CB,DIR
OE
$1,773,092
62,345
---
10/16/24
---
$28.44
---
---
D
---
10/17/24 - 5:18:12 pm
10
    
 
VERDESCHI MICHAEL D
CFO
3
---
---
---
10/1/24
---
---
59,849
---
D
---
10/1/24 - 4:28:33 pm
11
    
 
SCHWAB POMERANTZ CAROLYN
DIR
AS
$576,454
9,000
---
9/17/24
$64.05
$64.06
554,929
-1.6
I
10b
9/20/24 - 5:24:26 pm
12
    
 
SCHWAB POMERANTZ CAROLYN
DIR
AS
$1,389,226
21,320
8/15/24
8/16/24
$65.08
$65.24
558,529
-3.7
I
10b
8/19/24 - 7:45:40 pm
13
    
 
WOOLWAY PAUL V
O
AS
$74,980
1,150
---
8/1/24
---
$65.20
61,887
-1.8
I
10b
8/2/24 - 6:31:25 pm
14
1y
257
43%
13%
3
SCHWAB CHARLES R
CB,DIR
OS
$4,387,597
67,386
---
7/31/24
---
$65.11
60,619,372
-0.1
I
---
8/2/24 - 5:58:26 pm
15
    
 
SCHWAB CHARLES R
CB,DIR
OE
$1,849,746
67,386
---
7/31/24
---
$27.45
---
---
D
---
8/2/24 - 5:58:26 pm
16
    
 
WOOLWAY PAUL V
O
3
---
---
---
7/24/24
---
---
25,153
---
D
R
8/2/24 - 5:26:29 pm
17
    
 
WOOLWAY PAUL V
O
3
---
---
---
7/24/24
---
---
7,106
---
I
R
8/2/24 - 5:26:29 pm
18
    
 
WOOLWAY PAUL V
O
3
---
---
---
7/24/24
---
---
63,037
---
I
R
8/2/24 - 5:26:29 pm
19
    
 
WOOLWAY PAUL V
O
3
---
---
---
7/24/24
---
---
1,139
---
I
R
8/2/24 - 5:26:29 pm
20
    
 
SCHWAB POMERANTZ CAROLYN
DIR
AS
$557,633
9,000
---
7/19/24
$61.93
$62.65
567,057
-1.6
I
10b
7/23/24 - 9:17:17 pm
21
1y
6
33%
-12%
1
BETTINGER WALTER W
CB,CEO,DIR
B
$1,656,500
25,000
---
7/17/24
---
$66.26
827,377
3.1
D
---
7/19/24 - 5:23:54 pm
22
    
 
WURSTER RICHARD A
PR
B
$620,454
10,000
---
7/17/24
---
$62.05
144,228
7.5
D
---
7/19/24 - 5:19:55 pm
23
    
 
BEATTY JONATHAN S
O
OS
$58,502
780
---
7/11/24
---
$75.00
18,069
-4.1
I
10b
7/15/24 - 4:48:38 pm
24
    
 
BEATTY JONATHAN S
O
OE
$34,507
780
---
7/11/24
---
$44.24
36,981
2.2
D
10b
7/15/24 - 4:48:38 pm
25
    
 
BEATTY JONATHAN S
O
JB
---
11,191
---
7/1/24
---
---
36,981
43.4
D
R
7/3/24 - 2:48:14 pm
26
    
 
BEATTY JONATHAN S
O
3
---
---
---
6/29/24
---
---
18,069
---
I
R
7/3/24 - 2:10:15 pm
27
    
 
BEATTY JONATHAN S
O
3
---
---
---
6/29/24
---
---
25,790
---
D
R
7/3/24 - 2:10:15 pm
28
    
 
SCHWAB POMERANTZ CAROLYN
DIR
AS
$652,373
9,000
---
6/20/24
$72.48
$72.49
570,657
-1.6
I
10b
6/24/24 - 6:15:17 pm
29
1y
35
31%
18%
1
CLARK BERNARD J
O
OS
$612,300
8,164
---
6/12/24
---
$75.00
121,666
-6.3
I
10b
6/14/24 - 7:07:44 pm
30
    
 
CLARK BERNARD J
O
OE
$424,936
8,164
---
6/12/24
---
$52.05
---
---
D
10b
6/14/24 - 7:07:44 pm
31
    
 
ADAMS JOHN K JR
DIR
JB
---
1,809
---
5/28/24
---
---
46,934
4.0
D
R
5/31/24 - 6:15:23 pm
32
    
 
RUFFEL CHARLES A
DIR
JB
---
1,809
---
5/28/24
---
---
16,450
12.4
D
R
5/30/24 - 9:33:47 pm
33
    
 
RICKETTS TODD M
DIR
JB
---
1,809
---
5/28/24
---
---
235,197
0.8
D
R
5/30/24 - 8:58:49 pm
34
1y
35
31%
18%
1
CLARK BERNARD J
O
OS
$5,493,146
77,431
---
5/28/24
$70.91
$71.88
121,666
-38.9
I
10b
5/30/24 - 8:44:08 pm
35
    
 
CLARK BERNARD J
O
OE
$1,232,523
28,670
---
5/28/24
---
$42.99
---
---
D
10b
5/30/24 - 8:44:08 pm
36
    
 
MARTIN FLICKINGER GERRI
DIR
JB
---
1,809
---
5/28/24
---
---
4,305
72.5
D
R
5/30/24 - 8:13:43 pm
37
    
 
SNEED PAULA A
DIR
JB
---
1,809
---
5/28/24
---
---
6,611
37.7
D
R
5/30/24 - 7:54:48 pm
38
    
 
SCHWAB POMERANTZ CAROLYN
DIR
JB
---
1,809
---
5/28/24
---
---
8,162
28.5
D
R
5/30/24 - 7:45:01 pm
39
    
 
SARIN ARUN
DIR
JB
---
1,809
---
5/28/24
---
---
9,204
24.5
D
R
5/30/24 - 7:40:54 pm
40
    
 
MASRANI BHARAT
DIR
JB
---
1,809
---
5/28/24
---
---
7,279
33.1
D
R
5/30/24 - 7:35:40 pm
41
    
 
LEVITT BRIAN M
DIR
JB
---
1,809
---
5/28/24
---
---
7,279
33.1
D
R
5/30/24 - 7:24:53 pm
42
    
 
HERRINGER FRANK C
DIR
JB
---
1,809
---
5/28/24
---
---
9,204
24.5
D
R
5/30/24 - 7:20:35 pm
43
    
 
ELLIS STEPHEN A
DIR
JB
---
1,809
---
5/28/24
---
---
9,204
24.5
D
R
5/30/24 - 7:17:04 pm
44
    
 
DODDS CHRISTOPHER V
DIR
JB
---
1,809
---
5/28/24
---
---
9,204
24.5
D
R
5/30/24 - 7:14:06 pm
45
    
 
DEA JOAN
DIR
JB
---
1,809
---
5/28/24
---
---
26,724
7.3
D
R
5/30/24 - 7:10:38 pm
46
    
 
BROWN MARIANNE CATHERINE
DIR
JB
---
1,809
---
5/28/24
---
---
14,289
14.5
D
R
5/30/24 - 7:07:03 pm
47
    
 
MASRANI BHARAT
DIR
JS
$15,506
197
---
5/22/24
---
$78.71
5,470
-3.5
D
R
5/24/24 - 8:32:05 pm
48
    
 
LEVITT BRIAN M
DIR
JS
$15,506
197
---
5/22/24
---
$78.71
5,470
-3.5
D
R
5/24/24 - 8:28:58 pm
49
    
 
SCHWAB POMERANTZ CAROLYN
DIR
AS
$705,727
9,000
---
5/20/24
---
$78.41
574,257
-1.5
I
10b
5/22/24 - 6:35:47 pm
50
    
 
SCHWAB CHARLES R
CB,DIR
JS
---
64,100
---
5/20/24
---
---
60,619,372
-0.1
I
---
5/22/24 - 6:11:56 pm
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