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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
    
 
MASRANI BHARAT
DIR
JS
$31,495
403
5/17/24
5/19/24
$77.92
$78.50
5,667
-6.6
D
R
5/21/24 - 6:03:10 pm
2
    
 
LEVITT BRIAN M
DIR
JS
$31,495
403
5/17/24
5/19/24
$77.92
$78.50
5,667
-6.6
D
R
5/21/24 - 5:51:35 pm
3
1y
257
43%
13%
3
SCHWAB CHARLES R
CB,DIR
S
$9,559,410
123,425
5/14/24
5/15/24
$76.89
$78.08
60,683,472
-0.2
I
---
5/16/24 - 8:24:40 pm
4
    
 
SCHWAB POMERANTZ CAROLYN
DIR
S
$2,003,429
26,315
---
5/9/24
---
$76.13
1,674,571
-1.5
I
---
5/13/24 - 8:44:10 pm
5
    
 
SCHWAB CHARLES R
CB,DIR
JS
---
99,790
5/8/24
5/9/24
---
---
60,806,896
-0.2
I
---
5/10/24 - 7:27:35 pm
6
    
 
SCHWAB POMERANTZ CAROLYN
DIR
S
$1,001,635
13,113
---
5/6/24
---
$76.38
1,700,886
-0.8
I
A
5/13/24 - 9:23:11 pm
7
    
 
SCHWAB POMERANTZ CAROLYN
DIR
S
$1,001,635
13,113
---
5/6/24
---
$76.38
1,700,886
-0.8
I
---
5/8/24 - 6:10:13 pm
8
1y
257
43%
13%
3
SCHWAB CHARLES R
CB,DIR
S
$10,026,899
132,015
5/3/24
5/6/24
$75.51
$76.40
60,906,688
-0.2
I
---
5/8/24 - 5:49:45 pm
9
1y
257
43%
13%
3
SCHWAB CHARLES R
CB,DIR
S
$8,970,429
119,811
4/26/24
4/29/24
---
$74.78
61,038,700
-0.2
I
---
4/30/24 - 7:28:42 pm
10
1y
14
71%
-2%
1
CRAWFORD PETER B
CFO
OS
$413,855
5,481
---
4/24/24
---
$75.51
60,567
-8.3
I
---
4/26/24 - 5:20:36 pm
11
    
 
CRAWFORD PETER B
CFO
OE
$155,880
5,481
---
4/24/24
---
$28.44
---
---
D
---
4/26/24 - 5:20:36 pm
12
1y
257
43%
13%
3
SCHWAB CHARLES R
CB,DIR
S
$6,661,308
89,275
---
4/22/24
---
$74.62
30,641,980
-0.3
I
---
4/24/24 - 6:43:13 pm
13
    
 
SCHWAB CHARLES R
CB,DIR
JS
---
26,900
---
4/22/24
---
---
61,158,512
-0.0
I
---
4/24/24 - 6:43:13 pm
14
--
--
--
--
1
ELLIS STEPHEN A
DIR
OS
$1,079,774
14,750
---
4/19/24
---
$73.20
108,574
-12.0
I
---
4/23/24 - 9:35:55 pm
15
    
 
ELLIS STEPHEN A
DIR
OE
$381,709
14,750
---
4/19/24
$25.01
$28.79
7,395
---
D
---
4/23/24 - 9:35:55 pm
16
    
 
SCHWAB POMERANTZ CAROLYN
DIR
OS
$1,208,136
16,482
4/18/24
4/19/24
---
$73.16
577,857
-2.8
I
10b
4/22/24 - 9:33:40 pm
17
    
 
SCHWAB POMERANTZ CAROLYN
DIR
OE
$212,788
7,482
---
4/18/24
---
$28.44
6,353
---
D
10b
4/22/24 - 9:33:40 pm
18
    
 
MARTINETTO JOSEPH R
COO
JS
---
13,353
---
4/18/24
---
---
246,433
-5.1
I
---
4/22/24 - 9:19:45 pm
19
1y
14
71%
-2%
1
CRAWFORD PETER B
CFO
OS
$836,923
11,596
4/16/24
4/18/24
$71.02
$73.46
60,567
-16.1
I
---
4/18/24 - 9:10:37 pm
20
    
 
CRAWFORD PETER B
CFO
OE
$155,908
5,482
---
4/18/24
---
$28.44
---
---
D
---
4/18/24 - 9:10:37 pm
21
1y
4
50%
13%
1
GOLDFARB MARK A
DIR
S
$503,081
7,100
---
4/16/24
$70.82
$71.48
19,917
-26.3
I
---
4/18/24 - 9:44:11 pm
22
1y
4
50%
23%
4
SARIN ARUN
DIR
OS
$356,322
5,011
---
4/16/24
---
$71.11
18,617
-21.2
I
---
4/18/24 - 9:29:03 pm
23
    
 
SARIN ARUN
DIR
OE
$125,325
5,011
---
4/16/24
---
$25.01
7,395
210.2
D
---
4/18/24 - 9:29:03 pm
24
1y
16
50%
6%
1
MURTAGH NIGEL J
O
S
$723,975
10,000
---
4/16/24
---
$72.40
71,446
-12.3
D
---
4/18/24 - 9:13:06 pm
25
    
 
MURTAGH NIGEL J
O
JS
---
133
---
4/16/24
---
---
71,313
-0.2
D
---
4/18/24 - 9:13:06 pm
26
1y
8
50%
13%
1
MORGAN PETER J III
GC
S
$1,771,151
24,520
---
4/16/24
---
$72.23
---
All
D
---
4/18/24 - 9:08:17 pm
27
1y
21
52%
6%
1
MARTINETTO JOSEPH R
COO
S
$3,045,596
43,000
---
4/16/24
---
$70.83
41,414
-50.9
I
---
4/18/24 - 9:05:39 pm
28
1y
2
100%
28%
1
ELLIS STEPHEN A
DIR
OB
$59,429
2,165
---
3/26/24
---
$27.45
7,395
41.4
D
---
3/28/24 - 9:40:13 pm
29
    
 
ELLIS STEPHEN A
DIR
JB
---
2,165
---
3/26/24
---
---
108,574
2.0
I
---
3/28/24 - 9:40:13 pm
30
--
--
--
--
1
ADAMS JOHN K JR
DIR
S
$1,140,540
15,701
---
3/22/24
---
$72.64
45,125
-25.8
D
A
3/28/24 - 8:45:47 pm
31
    
 
ADAMS JOHN K JR
DIR
OE
$472,330
15,701
---
3/22/24
---
$28.96
60,826
34.8
D
A
3/28/24 - 8:45:47 pm
32
--
--
--
--
1
ADAMS JOHN K JR
DIR
OS
$1,140,540
15,701
---
3/22/24
---
$72.64
44,451
-26.1
D
10b
3/26/24 - 7:51:32 pm
33
    
 
ADAMS JOHN K JR
DIR
OE
$472,330
15,701
---
3/22/24
---
$28.96
60,152
35.3
D
10b
3/26/24 - 7:51:32 pm
34
    
 
SCHWAB POMERANTZ CAROLYN
DIR
AS
$637,848
9,000
---
3/21/24
$70.66
$71.28
581,457
-1.5
I
10b
3/25/24 - 9:13:19 pm
35
1y
16
50%
6%
1
MURTAGH NIGEL J
O
AS
$906,686
12,948
---
3/21/24
---
$70.03
81,446
-13.7
D
10b
3/25/24 - 9:05:48 pm
36
    
 
MURTAGH NIGEL J
O
OE
$341,698
12,948
---
3/21/24
---
$26.39
94,394
15.9
D
10b
3/25/24 - 9:05:48 pm
37
1y
34
56%
11%
1
CRAIG JONATHAN M
O
AS
$348,430
4,977
---
3/21/24
---
$70.01
---
All
I
10b
3/25/24 - 7:28:53 pm
38
    
 
CRAIG JONATHAN M
O
OE
$131,343
4,977
---
3/21/24
---
$26.39
---
---
D
10b
3/25/24 - 7:28:53 pm
39
1y
16
50%
6%
1
MURTAGH NIGEL J
O
AS
$2,033,271
29,991
---
3/6/24
$67.72
$68.23
81,446
-26.9
D
10b
3/8/24 - 9:09:33 pm
40
1y
34
56%
11%
1
CRAIG JONATHAN M
O
AS
$3,305,083
48,751
---
3/6/24
$67.71
$68.23
---
All
I
10b
3/8/24 - 8:12:00 pm
41
    
 
CLARK BERNARD J
O
JS
$2,072,901
31,239
---
3/4/24
---
$66.36
---
All
D
R
3/5/24 - 8:55:47 pm
42
    
 
BETTINGER WALTER W
CB,CEO,DIR
JS
$6,995,271
105,420
---
3/1/24
---
$66.36
802,377
-11.6
D
R
3/5/24 - 9:34:31 pm
43
    
 
BETTINGER WALTER W
CB,CEO,DIR
JB
---
251,296
---
3/1/24
---
---
907,797
38.3
D
R
3/5/24 - 9:34:31 pm
44
    
 
CLARK BERNARD J
O
JB
---
80,000
---
3/1/24
---
---
80,000
New
D
R
3/5/24 - 8:55:47 pm
45
    
 
WURSTER RICHARD A
PR
JS
$1,615,110
24,340
---
3/1/24
---
$66.36
134,228
-15.3
D
R
3/5/24 - 8:50:14 pm
46
    
 
WURSTER RICHARD A
PR
JB
---
58,354
---
3/1/24
---
---
158,568
58.2
D
R
3/5/24 - 8:50:14 pm
47
    
 
MURTAGH NIGEL J
O
JS
$1,663,484
25,069
---
3/1/24
---
$66.36
111,437
-18.4
D
R
3/5/24 - 7:50:45 pm
48
    
 
MURTAGH NIGEL J
O
JB
---
55,060
---
3/1/24
---
---
136,506
67.6
D
R
3/5/24 - 7:50:45 pm
49
    
 
CRAWFORD PETER B
CFO
JS
$2,483,713
37,430
---
3/1/24
---
$66.36
---
All
D
R
3/5/24 - 7:37:29 pm
50
    
 
CRAWFORD PETER B
CFO
JB
---
80,000
---
3/1/24
---
---
80,000
New
D
R
3/5/24 - 7:37:29 pm
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