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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
    
 
SARIN ARUN
DIR
JB
---
2,496
---
5/22/23
---
---
7,395
50.9
D
R
5/24/23 - 8:03:48 pm
2
    
 
DODDS CHRISTOPHER V
DIR
JB
---
2,496
---
5/22/23
---
---
7,395
50.9
D
R
5/24/23 - 8:02:41 pm
3
    
 
DEA JOAN
DIR
JB
---
2,496
---
5/22/23
---
---
24,915
11.1
D
R
5/24/23 - 8:01:33 pm
4
    
 
RUFFEL CHARLES A
DIR
JB
---
2,496
---
5/22/23
---
---
14,608
20.6
D
R
5/24/23 - 7:43:06 pm
5
1y
257
43%
13%
3
SCHWAB CHARLES R
CB,DIR
OS
$4,018,584
77,640
---
5/22/23
---
$51.76
59,771,280
-0.1
I
---
5/24/23 - 7:38:08 pm
6
    
 
SCHWAB CHARLES R
CB,DIR
OE
$1,760,099
77,640
---
5/22/23
---
$22.67
---
---
D
---
5/24/23 - 7:38:08 pm
7
    
 
MASRANI BHARAT
DIR
JS
$8,370
162
---
5/19/23
---
$51.67
3,574
-4.3
D
R
5/23/23 - 4:59:03 pm
8
    
 
LEVITT BRIAN M
DIR
JS
$8,370
162
---
5/19/23
---
$51.67
3,574
-4.3
D
R
5/23/23 - 4:58:21 pm
9
    
 
LEVITT BRIAN M
DIR
JS
$6,185
121
---
5/17/23
---
$51.12
3,736
-3.1
D
R
5/19/23 - 6:06:28 pm
10
    
 
MASRANI BHARAT
DIR
JS
$6,185
121
---
5/17/23
---
$51.12
3,736
-3.1
D
R
5/19/23 - 6:05:56 pm
11
    
 
BROWN MARIANNE CATHERINE
DIR
B
$267,340
5,000
---
3/28/23
---
$53.47
9,984
100.3
D
---
3/29/23 - 7:06:23 pm
12
1m
1
0%
-1%
1
CLARK BERNARD J
O
B
$274,154
5,000
---
3/17/23
---
$54.83
120,653
4.3
I
---
3/20/23 - 5:43:08 pm
13
    
 
MARTIN FLICKINGER GERRI
DIR
B
$200,396
3,700
---
3/17/23
---
$54.16
8,455
77.8
I
---
3/20/23 - 5:42:04 pm
14
    
 
WURSTER RICHARD A
PR
B
$108,773
2,000
---
3/17/23
---
$54.39
101,391
2.0
D
---
3/17/23 - 7:22:48 pm
15
1y
5
60%
19%
1
GOLDFARB MARK A
DIR
B
$233,468
4,000
---
3/16/23
---
$58.37
27,017
17.4
I
---
3/16/23 - 7:43:03 pm
16
1y
2
100%
28%
1
ELLIS STEPHEN A
DIR
B
$2,003,325
34,387
---
3/15/23
---
$58.26
99,801
52.6
I
---
3/15/23 - 6:57:44 pm
17
    
 
WURSTER RICHARD A
PR
B
$286,397
5,000
---
3/14/23
---
$57.28
99,391
5.3
D
A
3/17/23 - 7:20:20 pm
18
    
 
RICKETTS TODD M
DIR
B
$567,862
10,000
---
3/14/23
---
$56.79
230,892
4.5
D
---
3/14/23 - 7:07:47 pm
19
1y
2
100%
16%
1
ADAMS JOHN K JR
DIR
B
$296,550
5,000
---
3/14/23
---
$59.31
41,955
13.5
D
---
3/14/23 - 7:06:53 pm
20
3m
1
0%
-3%
1
CRAWFORD PETER B
CFO
B
$289,781
5,000
---
3/14/23
---
$57.96
44,725
12.6
I
---
3/14/23 - 7:06:10 pm
21
1y
6
33%
-12%
1
BETTINGER WALTER W
CB,CEO,DIR
B
$2,965,500
50,000
---
3/14/23
---
$59.31
656,501
8.2
D
---
3/14/23 - 7:05:46 pm
22
1y
2
100%
28%
1
ELLIS STEPHEN A
DIR
B
$378,928
6,757
---
3/14/23
---
$56.08
65,414
11.5
I
---
3/14/23 - 7:05:00 pm
23
    
 
WURSTER RICHARD A
PR
B
$286,397
5,000
---
3/14/23
---
$57.28
99,391
5.3
D
---
3/14/23 - 7:04:10 pm
24
1y
34
56%
11%
1
CRAIG JONATHAN M
O
AS
$2,646,240
34,667
---
3/6/23
---
$76.33
11,159
-75.6
I
R,10b
3/6/23 - 9:05:34 pm
25
    
 
WURSTER RICHARD A
PR
JS
$1,030,791
13,481
---
3/2/23
---
$76.46
94,391
-12.5
D
R
3/6/23 - 9:10:13 pm
26
    
 
WURSTER RICHARD A
PR
JB
---
31,514
---
3/2/23
---
---
107,872
41.3
D
R
3/6/23 - 9:10:13 pm
27
    
 
SCHWAB CHARLES R
CB,DIR
JS
$3,507,411
45,871
---
3/2/23
---
$76.46
---
All
D
R
3/6/23 - 9:08:55 pm
28
    
 
SCHWAB CHARLES R
CB,DIR
JB
---
111,730
---
3/2/23
---
---
111,730
New
D
R
3/6/23 - 9:08:55 pm
29
    
 
MURTAGH NIGEL J
O
JS
$1,399,111
18,298
---
3/2/23
---
$76.46
79,849
-18.6
D
R
3/6/23 - 9:08:01 pm
30
    
 
MURTAGH NIGEL J
O
JB
---
40,825
---
3/2/23
---
---
98,147
71.2
D
R
3/6/23 - 9:08:01 pm
31
    
 
MORGAN PETER J III
GC
JS
$775,330
10,140
---
3/2/23
---
$76.46
16,014
-38.8
D
R
3/6/23 - 9:07:30 pm
32
    
 
MORGAN PETER J III
GC
JB
---
24,351
---
3/2/23
---
---
26,154
1,350.6
D
R
3/6/23 - 9:07:30 pm
33
    
 
MARTINETTO JOSEPH R
COO
JS
$3,379,566
44,199
---
3/2/23
---
$76.46
---
All
D
R
3/6/23 - 9:06:54 pm
34
    
 
MARTINETTO JOSEPH R
COO
JB
---
93,109
---
3/2/23
---
---
93,109
New
D
R
3/6/23 - 9:06:54 pm
35
    
 
CRAWFORD PETER B
CFO
JS
$1,480,314
19,360
---
3/2/23
---
$76.46
---
All
D
R
3/6/23 - 9:06:09 pm
36
    
 
CRAWFORD PETER B
CFO
JB
---
42,974
---
3/2/23
---
---
42,974
New
D
R
3/6/23 - 9:06:09 pm
37
    
 
CRAIG JONATHAN M
O
JS
$2,606,683
34,091
---
3/2/23
---
$76.46
---
All
D
R,10b
3/6/23 - 9:05:34 pm
38
    
 
CRAIG JONATHAN M
O
JB
---
68,758
---
3/2/23
---
---
68,758
New
D
R,10b
3/6/23 - 9:05:34 pm
39
    
 
CLARK BERNARD J
O
JS
$1,554,941
20,336
---
3/2/23
---
$76.46
---
All
D
R
3/6/23 - 9:04:54 pm
40
    
 
CLARK BERNARD J
O
JB
---
50,135
---
3/2/23
---
---
50,135
New
D
R
3/6/23 - 9:04:54 pm
41
    
 
BETTINGER WALTER W
CB,CEO,DIR
JS
$9,705,920
126,937
---
3/2/23
---
$76.46
606,501
-17.3
D
R
3/6/23 - 9:03:48 pm
42
    
 
BETTINGER WALTER W
CB,CEO,DIR
JB
---
300,813
---
3/2/23
---
---
733,438
69.5
D
R
3/6/23 - 9:03:48 pm
43
    
 
SCHWAB POMERANTZ CAROLYN
DIR
JS
$37,773
489
---
3/1/23
---
$77.25
10,401
-4.5
D
R
3/6/23 - 9:09:42 pm
44
    
 
SCHWAB POMERANTZ CAROLYN
DIR
JB
---
3,107
---
3/1/23
---
---
10,890
39.9
D
R
3/6/23 - 9:09:42 pm
45
1y
16
50%
6%
1
MURTAGH NIGEL J
O
S
$866,145
10,796
---
2/24/23
---
$80.23
57,322
-15.8
D
---
2/28/23 - 4:16:34 pm
46
    
 
SCHWAB CHARLES R
CB,DIR
JS
---
37,975
---
2/24/23
---
---
59,873,336
-0.1
I
---
2/28/23 - 4:15:37 pm
47
3m
1
100%
-34%
1
RUFFEL CHARLES A
DIR
S
$418,656
5,176
---
2/16/23
---
$80.88
12,073
-30.0
D
---
2/21/23 - 8:30:07 pm
48
1y
5
80%
-7%
3
HERRINGER FRANK C
DIR
OS
---
14,345
---
2/14/23
---
---
4,899
-74.5
D
---
2/16/23 - 7:22:08 pm
49
1y
5
80%
-7%
3
HERRINGER FRANK C
DIR
OS
$739,051
9,139
---
2/14/23
---
$80.87
157,026
-5.5
I
---
2/16/23 - 7:22:08 pm
50
    
 
HERRINGER FRANK C
DIR
JB
---
14,345
---
2/14/23
---
---
166,165
9.4
I
---
2/16/23 - 7:22:08 pm
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