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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
    
 
CRAIG JONATHAN M
O
JS
$2,885,499
43,485
---
3/1/24
---
$66.36
---
All
D
R
3/5/24 - 7:33:24 pm
2
    
 
CRAIG JONATHAN M
O
JB
---
92,236
---
3/1/24
---
---
92,236
New
D
R
3/5/24 - 7:33:24 pm
3
    
 
MARTINETTO JOSEPH R
COO
JS
$4,703,460
70,882
---
3/1/24
---
$66.36
84,414
-45.6
D
R
3/5/24 - 6:48:38 pm
4
    
 
MARTINETTO JOSEPH R
COO
JB
---
155,296
---
3/1/24
---
---
155,296
New
D
R
3/5/24 - 6:48:38 pm
5
    
 
MORGAN PETER J III
GC
JS
$1,308,279
19,716
---
3/1/24
---
$66.36
24,520
-44.6
D
R
3/5/24 - 6:40:59 pm
6
    
 
MORGAN PETER J III
GC
JB
---
44,236
---
3/1/24
---
---
44,236
New
D
R
3/5/24 - 6:40:59 pm
7
    
 
SCHWAB CHARLES R
CB,DIR
JS
$2,211,785
33,332
---
3/1/24
---
$66.36
---
All
D
R
3/5/24 - 6:35:33 pm
8
    
 
SCHWAB CHARLES R
CB,DIR
JB
---
84,706
---
3/1/24
---
---
84,706
New
D
R
3/5/24 - 6:35:33 pm
9
    
 
SCHWAB POMERANTZ CAROLYN
DIR
AS
$587,609
9,000
---
2/28/24
---
$65.28
585,057
-1.5
I
10b
3/1/24 - 9:29:09 pm
10
1y
14
71%
-2%
1
CRAWFORD PETER B
CFO
S
$361,408
5,500
---
2/28/24
---
$65.71
24,111
-18.6
I
---
3/1/24 - 9:01:48 pm
11
1y
257
43%
13%
3
SCHWAB CHARLES R
CB,DIR
S
$7,565,407
117,000
2/22/24
2/23/24
$64.60
$64.72
61,134,040
-0.2
I
---
2/26/24 - 5:05:31 pm
12
1y
257
43%
13%
3
SCHWAB CHARLES R
CB,DIR
OS
$4,628,999
71,226
---
2/15/24
---
$64.99
61,251,040
-0.1
I
---
2/20/24 - 8:55:07 pm
13
    
 
SCHWAB CHARLES R
CB,DIR
OE
$1,841,904
71,226
---
2/15/24
---
$25.86
---
---
D
---
2/20/24 - 8:55:07 pm
14
1y
14
71%
-2%
1
CRAWFORD PETER B
CFO
S
$518,084
8,000
---
2/15/24
---
$64.76
29,611
-21.3
I
---
2/20/24 - 8:33:17 pm
15
    
 
SCHWAB CHARLES R
CB,DIR
JS
---
80,650
---
2/8/24
---
---
61,251,040
-0.1
I
---
2/12/24 - 9:16:39 pm
16
1y
5
80%
-7%
3
HERRINGER FRANK C
DIR
OS
$472,277
7,587
---
2/1/24
---
$62.25
167,206
-4.3
I
---
2/5/24 - 9:36:51 pm
17
    
 
HERRINGER FRANK C
DIR
OE
$262,880
10,511
---
2/1/24
---
$25.01
7,395
---
D
---
2/5/24 - 9:36:51 pm
18
1y
257
43%
13%
3
SCHWAB CHARLES R
CB,DIR
S
$1,047,932
16,390
---
1/24/24
---
$63.94
61,331,688
-0.0
I
---
1/26/24 - 9:33:15 pm
19
1y
14
71%
-2%
1
CRAWFORD PETER B
CFO
S
$257,975
4,000
---
1/22/24
---
$64.49
37,611
-9.6
I
---
1/24/24 - 5:08:12 pm
20
    
 
SCHWAB POMERANTZ CAROLYN
DIR
JS
$209,237
3,023
---
1/2/24
---
$69.22
6,353
-32.2
D
R
1/4/24 - 7:47:56 pm
21
1y
2
100%
28%
1
ELLIS STEPHEN A
DIR
OB
$58,018
2,247
---
12/15/23
---
$25.82
7,395
43.6
D
---
12/19/23 - 8:44:21 pm
22
    
 
SCHWAB POMERANTZ CAROLYN
DIR
S
$748,109
12,208
---
11/30/23
---
$61.28
1,722,400
-0.7
I
---
12/4/23 - 8:22:20 pm
23
1y
14
71%
-2%
1
CRAWFORD PETER B
CFO
OS
$242,229
4,000
---
11/30/23
---
$60.56
41,611
-8.8
I
---
12/4/23 - 8:19:37 pm
24
    
 
CRAWFORD PETER B
CFO
OE
$113,760
4,000
---
11/30/23
---
$28.44
---
---
D
---
12/4/23 - 8:19:37 pm
25
1y
8
50%
13%
1
MORGAN PETER J III
GC
S
$434,875
7,162
---
11/30/23
---
$60.72
---
All
D
---
12/4/23 - 8:16:40 pm
26
1y
14
71%
-2%
1
CRAWFORD PETER B
CFO
S
$174,964
3,114
---
11/3/23
---
$56.19
41,611
-7.0
I
---
11/7/23 - 4:35:48 pm
27
    
 
SCHWAB CHARLES R
CB,DIR
JS
---
92,300
---
11/2/23
---
---
61,515,992
-0.1
I
---
11/6/23 - 6:14:09 pm
28
    
 
MORGAN PETER J III
GC
JS
$44,892
852
---
11/1/23
---
$52.69
7,162
-10.6
D
R
11/3/23 - 4:40:54 pm
29
    
 
SCHWAB CHARLES R
CB,DIR
JS
---
59,455
---
10/30/23
---
---
61,608,292
-0.1
I
---
11/1/23 - 8:17:15 pm
30
1y
2
50%
33%
4
SNEED PAULA A
DIR
S
$345,737
6,918
---
10/24/23
---
$49.98
112,398
-5.8
I
---
10/26/23 - 4:58:37 pm
31
    
 
SCHWAB POMERANTZ CAROLYN
DIR
JS
$505,016
9,704
---
10/19/23
---
$52.04
---
All
I
---
10/23/23 - 8:46:19 pm
32
1y
14
71%
-2%
1
CRAWFORD PETER B
CFO
OS
$217,306
3,792
---
9/18/23
---
$57.31
44,725
-7.8
I
---
9/20/23 - 4:13:27 pm
33
    
 
CRAWFORD PETER B
CFO
OE
$87,671
3,792
---
9/18/23
---
$23.12
---
---
D
---
9/20/23 - 4:13:27 pm
34
1y
8
50%
13%
1
MORGAN PETER J III
GC
S
$476,872
8,000
---
8/29/23
---
$59.61
8,014
-50.0
D
---
8/30/23 - 5:46:43 pm
35
1y
6
50%
34%
1
RUFFEL CHARLES A
DIR
B
$50,440
833
---
8/17/23
---
$60.55
3,386
32.6
I
---
8/21/23 - 6:51:41 pm
36
    
 
SCHWAB CHARLES R
CB,DIR
JS
---
107,695
---
8/9/23
---
---
59,488,748
-0.2
I
---
8/11/23 - 4:22:14 pm
37
    
 
SCHWAB CHARLES R
CB,DIR
JS
---
76,335
---
8/2/23
---
---
59,596,444
-0.1
I
---
8/3/23 - 5:31:03 pm
38
1y
3
33%
22%
3
SCHWAB CHARLES R
CB,DIR
OB
$4,802,985
72,047
---
7/24/23
---
$66.66
59,748,536
0.1
D
---
7/26/23 - 7:17:37 pm
39
    
 
WURSTER RICHARD A
PR
JS
$63,584
1,177
---
6/5/23
---
$54.02
100,214
-1.2
D
R
6/7/23 - 7:43:03 pm
40
1y
257
43%
13%
3
SCHWAB CHARLES R
CB,DIR
OS
---
22,740
---
5/23/23
---
---
59,748,536
-0.0
I
---
5/24/23 - 7:38:08 pm
41
    
 
ELLIS STEPHEN A
DIR
JB
---
2,496
---
5/22/23
---
---
7,395
50.9
D
R
5/24/23 - 8:13:09 pm
42
    
 
GOLDFARB MARK A
DIR
JB
---
2,496
---
5/22/23
---
---
7,395
50.9
D
R
5/24/23 - 8:12:32 pm
43
    
 
LEVITT BRIAN M
DIR
JB
---
2,496
---
5/22/23
---
---
6,070
69.8
D
R
5/24/23 - 8:11:17 pm
44
    
 
HERRINGER FRANK C
DIR
JB
---
2,496
---
5/22/23
---
---
7,395
50.9
D
R
5/24/23 - 8:10:42 pm
45
    
 
MASRANI BHARAT
DIR
JB
---
2,496
---
5/22/23
---
---
6,070
69.8
D
R
5/24/23 - 8:10:07 pm
46
    
 
MARTIN FLICKINGER GERRI
DIR
JB
---
2,496
---
5/22/23
---
---
2,496
New
D
R
5/24/23 - 8:09:36 pm
47
    
 
SNEED PAULA A
DIR
JB
---
2,496
---
5/22/23
---
---
7,395
50.9
D
R
5/24/23 - 8:06:39 pm
48
    
 
ADAMS JOHN K JR
DIR
JB
---
2,496
---
5/22/23
---
---
44,451
5.9
D
R
5/24/23 - 8:05:57 pm
49
    
 
RICKETTS TODD M
DIR
JB
---
2,496
---
5/22/23
---
---
233,388
1.1
D
R
5/24/23 - 8:05:03 pm
50
    
 
BROWN MARIANNE CATHERINE
DIR
JB
---
2,496
---
5/22/23
---
---
12,480
25.0
D
R
5/24/23 - 8:04:27 pm
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