Charles Schwab Corporation (SCHW) Insider Trading

Last 12 months

Insiders bought $1.85M and sold $335M on the open market.

11% of the selling was scheduled in advance under 10b5-1 plans. Co-Chairman Walter W Bettinger sold $29.8M on Jul 28, 34% of their stake, outside a plan.

Net open-market

−$333M

1 buy · 62 sales

Under a 10b5-1 plan

11%

of the value sold

Insiders who bought / sold

1 / 15

executives and directors

Last open-market buy

May 2026

May 28, 2026

Get an email when SCHW's executives or directors buy, or make a large sale outside a plan.

Trades · last 2 years

Date	Insider	Trade	Shares	Price	Value	Of their stake	Filing
Oct 1	Neesha Hathi MD, Head Wealth Adv, Bnk, Tst	Sold10b5-1 plan	5,000	$97.80	$489k	46%	Form 4
Sep 1	Neesha Hathi MD, Head Wealth Adv, Bnk, Tst	Sold10b5-1 plan	3,177	$109.04	$346k	36%	Form 4
Aug 28	Neesha Hathi MD, Head Wealth Adv, Bnk, Tst	Sold10b5-1 plan	3,177	$108.12	$343k	100%	Form 4
Aug 28	Walter W Bettinger Co-Chairman	SoldNo plan	74,388	$110.91	$8.25M	11%	Form 4
Aug 26	Carolyn Schwab-Pomerantz Director	SoldNo plan	9,175	$109.25	$1M	0.5%	Form 4
Aug 24	Walter W Bettinger Co-Chairman	SoldNo plan	176,210	$113.49	$20M	22%	Form 4
Aug 24	Charles R. Schwab Co-Chairman	SoldNo plan	117,000	$113.20	$13.2M	0.1%	Form 4
Aug 17	Jonathan S Beatty MD, Head of Advisor Services	SoldNo plan	1,000	$111.33	$111k	2.3%	Form 4
Aug 14	Jonathan M. Craig MD, Head of Retail Investing	Sold10b5-1 plan	21,866	$111.03	$2.43M	100%	Form 4
Aug 13	Dennis Howard MD, Chief Tech, OPS & Data Off	Sold10b5-1 plan	2,198	$110.00	$242k	24%	Form 4
Aug 12	Charles R. Schwab Co-Chairman	SoldNo plan	46,410	$108.18	$5.02M	<0.1%	Form 4
Aug 11	Charles R. Schwab Co-Chairman	SoldNo plan	46,445	$107.78	$5.01M	<0.1%	Form 4
Aug 6 – 10	Nigel J Murtagh Chief Risk Officer	Sold10b5-1 plan 2 parts	26,675	$109.01 average	$2.91M	31%	Form 4
Aug 7	Paula A Sneed Director	SoldNo plan	5,263	$107.15	$564k	4.9%	Form 4
Aug 5	Carolyn Schwab-Pomerantz Director	SoldNo plan	18,561	$107.70	$2M	1.0%	Form 4
Aug 5	Jonathan M. Craig MD, Head of Retail Investing	Sold10b5-1 plan	21,750	$107.02	$2.33M	100%	Form 4
Aug 4	Carolyn Schwab-Pomerantz Director	SoldNo plan	22,640	$106.36	$2.41M	1.2%	Form 4
Aug 3 – 4	Charles R. Schwab Co-Chairman	SoldNo plan 2 parts	142,900	$105.71 average	$15.1M	0.2%	Form 4
Jul 28 – 29	Charles R. Schwab Co-Chairman	SoldNo plan 2 parts	143,450	$105.75 average	$15.2M	0.2%	Form 4
Jul 28	Carolyn Schwab-Pomerantz Director	SoldNo plan	22,650	$105.71	$2.39M	1.2%	Form 4
Jul 28	Dennis Howard MD, Chief Tech, OPS & Data Off	Sold10b5-1 plan	28,000	$105.01	$2.94M	73%	Form 4
Jul 27 – 28	Walter W Bettinger Co-Chairman	SoldNo plan 4 parts	285,896	$104.14 average	$29.8M	34%	Form 4
Jul 27	Nigel J Murtagh Chief Risk Officer	Sold10b5-1 plan 2 parts	32,947	$104.01 average	$3.43M	35%	Form 4
Jul 24	Charles R. Schwab Co-Chairman	SoldNo plan	45,500	$101.72	$4.63M	<0.1%	Form 4
Jul 23	Peter J. Morgan III General Counsel	SoldNo plan	6,952	$102.03	$709k	89%	Form 4
Jul 21	Nigel J Murtagh Chief Risk Officer	Sold10b5-1 plan	4,053	$104.14	$422k	6.3%	Form 4
Jul 21	Jonathan S Beatty MD, Head of Advisor Services	Sold10b5-1 plan	2,000	$104.21	$208k	4.3%	Form 4
Jul 7	Jonathan M. Craig MD, Head of Retail Investing	Sold10b5-1 plan	21,750	$102.01	$2.22M	100%	Form 4
Jul 7	Jonathan S Beatty MD, Head of Advisor Services	Sold10b5-1 plan	2,000	$102.01	$204k	4.1%	Form 4
Jul 2 – 6	Jonathan S Beatty MD, Head of Advisor Services	Sold10b5-1 plan 2 parts	4,000	$98.52 average	$394k	5.7%	Form 4
May 28	Richard A Wurster President & CEO	Bought	21,959	$84.23	$1.85M	11%	Form 4
May 19	Charles R. Schwab Co-Chairman	SoldNo plan	27,500	$92.22	$2.54M	<0.1%	Form 4
May 18	Charles R. Schwab Co-Chairman	SoldNo plan	27,500	$92.40	$2.54M	<0.1%	Form 4
May 13	Arun Sarin Director	SoldNo plan	2,500	$91.16	$228k	6.7%	Form 4
May 4 – 6	Charles R. Schwab Co-Chairman	SoldNo plan 2 parts	218,600	$91.76 average	$20.1M	0.2%	Form 4
May 5	Carolyn Schwab-Pomerantz Director	SoldNo plan	9,910	$92.29	$915k	0.5%	Form 4
Apr 29 – May 1	Charles R. Schwab Co-Chairman	SoldNo plan 3 parts	168,743	$91.33 average	$15.4M	0.2%	Form 4
Apr 28	Frank C Herringer Director	SoldNo plan	2,520	$90.60	$228k	1.0%	Form 4
Apr 23 – 27	Charles R. Schwab Co-Chairman	SoldNo plan 2 parts	72,900	$90.25 average	$6.58M	<0.1%	Form 4
Apr 14 – 15	Paul V Woolway MD, Chief Banking Officer	Sold10b5-1 plan 2 parts	15,883	$99.00 average	$1.57M	14%	Form 4

Oct 110b5-1 plan
Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst · sold 5,000 at $97.80
$489k
46% of stake
Sep 110b5-1 plan
Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst · sold 3,177 at $109.04
$346k
36% of stake
Aug 2810b5-1 plan
Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst · sold 3,177 at $108.12
$343k
100% of stake
Aug 28No plan
Walter W Bettinger
Co-Chairman · sold 74,388 at $110.91
$8.25M
11% of stake
Aug 26No plan
Carolyn Schwab-Pomerantz
Director · sold 9,175 at $109.25
$1M
0.5% of stake
Aug 24No plan
Walter W Bettinger
Co-Chairman · sold 176,210 at $113.49
$20M
22% of stake
Aug 24No plan
Charles R. Schwab
Co-Chairman · sold 117,000 at $113.20
$13.2M
0.1% of stake
Aug 17No plan
Jonathan S Beatty
MD, Head of Advisor Services · sold 1,000 at $111.33
$111k
2.3% of stake
Aug 1410b5-1 plan
Jonathan M. Craig
MD, Head of Retail Investing · sold 21,866 at $111.03
$2.43M
100% of stake
Aug 1310b5-1 plan
Dennis Howard
MD, Chief Tech, OPS & Data Off · sold 2,198 at $110.00
$242k
24% of stake
Aug 12No plan
Charles R. Schwab
Co-Chairman · sold 46,410 at $108.18
$5.02M
<0.1% of stake
Aug 11No plan
Charles R. Schwab
Co-Chairman · sold 46,445 at $107.78
$5.01M
<0.1% of stake
Aug 6 – 1010b5-1 plan
Nigel J Murtagh
Chief Risk Officer · sold 26,675 at avg $109.01
$2.91M
31% of stake
Aug 7No plan
Paula A Sneed
Director · sold 5,263 at $107.15
$564k
4.9% of stake
Aug 5No plan
Carolyn Schwab-Pomerantz
Director · sold 18,561 at $107.70
$2M
1.0% of stake
Aug 510b5-1 plan
Jonathan M. Craig
MD, Head of Retail Investing · sold 21,750 at $107.02
$2.33M
100% of stake
Aug 4No plan
Carolyn Schwab-Pomerantz
Director · sold 22,640 at $106.36
$2.41M
1.2% of stake
Aug 3 – 4No plan
Charles R. Schwab
Co-Chairman · sold 142,900 at avg $105.71
$15.1M
0.2% of stake
Jul 28 – 29No plan
Charles R. Schwab
Co-Chairman · sold 143,450 at avg $105.75
$15.2M
0.2% of stake
Jul 28No plan
Carolyn Schwab-Pomerantz
Director · sold 22,650 at $105.71
$2.39M
1.2% of stake
Jul 2810b5-1 plan
Dennis Howard
MD, Chief Tech, OPS & Data Off · sold 28,000 at $105.01
$2.94M
73% of stake
Jul 27 – 28No plan
Walter W Bettinger
Co-Chairman · sold 285,896 at avg $104.14
$29.8M
34% of stake
Jul 2710b5-1 plan
Nigel J Murtagh
Chief Risk Officer · sold 32,947 at avg $104.01
$3.43M
35% of stake
Jul 24No plan
Charles R. Schwab
Co-Chairman · sold 45,500 at $101.72
$4.63M
<0.1% of stake
Jul 23No plan
Peter J. Morgan III
General Counsel · sold 6,952 at $102.03
$709k
89% of stake
Jul 2110b5-1 plan
Nigel J Murtagh
Chief Risk Officer · sold 4,053 at $104.14
$422k
6.3% of stake
Jul 2110b5-1 plan
Jonathan S Beatty
MD, Head of Advisor Services · sold 2,000 at $104.21
$208k
4.3% of stake
Jul 710b5-1 plan
Jonathan M. Craig
MD, Head of Retail Investing · sold 21,750 at $102.01
$2.22M
100% of stake
Jul 710b5-1 plan
Jonathan S Beatty
MD, Head of Advisor Services · sold 2,000 at $102.01
$204k
4.1% of stake
Jul 2 – 610b5-1 plan
Jonathan S Beatty
MD, Head of Advisor Services · sold 4,000 at avg $98.52
$394k
5.7% of stake
May 28
Richard A Wurster
President & CEO · bought 21,959 at $84.23
$1.85M
11% of stake
May 19No plan
Charles R. Schwab
Co-Chairman · sold 27,500 at $92.22
$2.54M
<0.1% of stake
May 18No plan
Charles R. Schwab
Co-Chairman · sold 27,500 at $92.40
$2.54M
<0.1% of stake
May 13No plan
Arun Sarin
Director · sold 2,500 at $91.16
$228k
6.7% of stake
May 4 – 6No plan
Charles R. Schwab
Co-Chairman · sold 218,600 at avg $91.76
$20.1M
0.2% of stake
May 5No plan
Carolyn Schwab-Pomerantz
Director · sold 9,910 at $92.29
$915k
0.5% of stake
Apr 29 – May 1No plan
Charles R. Schwab
Co-Chairman · sold 168,743 at avg $91.33
$15.4M
0.2% of stake
Apr 28No plan
Frank C Herringer
Director · sold 2,520 at $90.60
$228k
1.0% of stake
Apr 23 – 27No plan
Charles R. Schwab
Co-Chairman · sold 72,900 at avg $90.25
$6.58M
<0.1% of stake
Apr 14 – 1510b5-1 plan
Paul V Woolway
MD, Chief Banking Officer · sold 15,883 at avg $99.00
$1.57M
14% of stake

How to read this. Insiders sell for many reasons: taxes, diversifying, a house. Open-market buys are rarer and say more. A 10b5-1 plan is a trading schedule set up months in advance, so those sales were not timed on news. Large holders (funds and 10% owners) are listed under Everything but not counted as insiders. If you own or watch SCHW, we send a push when an executive buys or makes a large sale outside a plan.

Source: SEC Form 4 filings, filed within two business days of each trade and checked for new ones every hour.

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Spot a number that looks wrong? Check it in SCHW's SEC filings or

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Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.

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