SCHW

SCHWAB CHARLES CORP

NYSEFinancialsSecurity Brokers, Dealers & Flotation Companies

Insider activity for last month from 08/03 to 09/03. Counts use processed Form 4 rows. Purchase and sale metrics use codes P and S; totals remain unknown when any matching value is missing. Rows without a usable transaction date cannot be assigned to a rolling period and are excluded.

Latest filingSep 03, 2026Most recent Form 4
Total buying$00 buys
Total selling$4.59B9 sells
Net open-market-$4.59B7 insiders
Open-market mix
Buy vs sell distribution by transaction count
9 transactions
0 buys0%·100%9 sells

Insider activity report

Monthly open-market purchase and sale counts
Buys Sells
1050-5-10transactionsAug 2026 sells: 8 transactions · $4.56B8AugSep 2026 sells: 1 transactions · $34.6M1Sep

Transaction codes

By Form 4 transaction code in selected period
22transactions
  • M · Option exercise · dominant10 · 45%
  • S · Open-market sells9 · 41%
  • G · Gifts3 · 14%

Activity by reported role

A joint filing can contribute to multiple roles
47transactions
  • MD · dominant11 · 23%
  • CHAIR10 · 21%
  • BNK6 · 13%
  • HWA6 · 13%
  • TST6 · 13%
  • HRI3 · 6%
  • CT1 · 2%
  • Director1 · 2%
  • DO1 · 2%
  • HAS1 · 2%
  • OPS1 · 2%

Distinct insiders active

Reporting-owner CIKs by month · peak Aug 2026 (7)
Aug 2026Sep 2026
8distinct insiders in 2 months

Reported Holdings After

Separated by insider, security, and ownership type
Schwab Charles R.Common Stock · Indirect · by Trust
53.7M53.5MAug 17, 2026 · 53,730,291 shares owned afterAug 18, 2026 · 53,675,741 shares owned afterAug 24, 2026 · 53,558,741 shares owned afterAug 27, 2026 · 53,549,441 shares owned afterAug 17, 2026Aug 27, 2026
53,549,441Aug 27, 2026
Bettinger Walter WCommon Stock · Indirect · by Family Trust
786.6k610.4kAug 24, 2026 · 610,360 shares owned afterAug 24, 2026 · 786,570 shares owned afterAug 28, 2026 · 684,748 shares owned afterAug 28, 2026 · 610,360 shares owned afterAug 24, 2026Aug 28, 2026
610,360Aug 28, 2026
Bettinger Walter WNonqualified Stock Option (right to buy) · Direct
229.0k154.6kAug 24, 2026 · 228,977 shares owned afterAug 28, 2026 · 154,589 shares owned afterAug 24, 2026Aug 28, 2026
154,589Aug 28, 2026
Hathi NeeshaNonqualified Stock Option (right to buy) · Direct
3.2k0Aug 28, 2026 · 3,177 shares owned afterSep 01, 2026 · 0 shares owned afterAug 28, 2026Sep 01, 2026
0Sep 01, 2026
Hathi NeeshaCommon Stock · Indirect · by Trust
5.8k0Aug 28, 2026 · 0 shares owned afterSep 01, 2026 · 5,770 shares owned afterAug 28, 2026Sep 01, 2026
5,770Sep 01, 2026
Hathi NeeshaCommon Stock · Direct
00Aug 28, 2026 · 0 shares owned afterSep 01, 2026 · 0 shares owned afterAug 28, 2026Sep 01, 2026
0Sep 01, 2026
Howard DennisCommon Stock · Direct
7.0k7.0kAug 13, 2026 · 6,980 shares owned afterAug 13, 2026Aug 13, 2026
6,980Aug 13, 2026
Craig Jonathan M.Common Stock · Indirect · by Trust
00Aug 14, 2026 · 0 shares owned afterAug 14, 2026Aug 14, 2026
0Aug 14, 2026

These are reported post-transaction holdings, not company-wide ownership percentages. Securities, indirect vehicles, and amendments are kept separate.

Filing activity heatmap
Each cell is one day · intensity = transactions · buys green, sells red
4 active days
Aug 03Sep 03
LessMore
Top insiders
By absolute net value across the selected period
5 insiders
  • BW
    Bettinger Walter WCHAIR · rank 1 · 0 buys · 1 sells
    -$8.3Mlast 08/31/undefined
  • CM
    Craig Jonathan M.MD, HRI · rank 2 · 0 buys · 1 sells
    -$2.4Mlast 08/17/undefined
  • HN
    Hathi NeeshaMD, HWA, BNK, TST · rank 3 · 0 buys · 2 sells
    -$689.9klast 09/03/undefined
  • HD
    Howard DennisMD, CT, OPS, DO · rank 4 · 0 buys · 1 sells
    -$241.8klast 08/17/undefined
  • BS
    Beatty Jonathan SMD, HAS · rank 5 · 0 buys · 1 sells
    -$111.3klast 08/18/undefined
Recent filing activity
Most recent 6 transactions · color = transaction code

Filing detail checks

Secondary metrics for the selected period
Largest buy-
Largest sale$1.99B
10b5-1 detected6
Amended rows0

SCHW transaction history

Filters apply within this company and selected period by default
Reset
TickerInsiderRoleTypeSharesValueCodeSignals90d returnFiledTrans date
SCHWHathi Neesha
MDHWABNK+1
sale10b5-13.17k-$34.6MS0.0%09/0309/01
SCHWBettinger Walter W
CHAIR
sale74.3k-$825MS0.0%08/3108/28
SCHWHathi Neesha
MDHWABNK+1
sale3.17k-$34.3MS0.0%08/3108/28
SCHWBeatty Jonathan S
MDHAS
sale1.00k-$11.1MS3.0%08/1808/17
SCHWCraig Jonathan M.
MDHRI
sale10b5-121.8k-$242MS2.1%08/1708/14
SCHWHoward Dennis
MDCTOPS+1
sale2.19k-$24.1MS2.1%08/1708/13

SCHWAB CHARLES CORP Insider Activity FAQ

SEC Form 4 context

Who recently reported transactions at SCHWAB CHARLES CORP?

Hathi Neesha, Bettinger Walter W, Schwab Charles R., Schwab-Pomerantz Carolyn, Beatty Jonathan S, Craig Jonathan M., Howard Dennis.

When was the latest reported open-market purchase?

No code-P purchase is available for this period.

When was the latest reported open-market sale?

Hathi Neesha reported a sale on Sep 01, 2026 valued at $34.6M. Read the SEC filing.

What is the recent purchase and sale balance?

Net open-market selling in the selected period was $45,965,548.91. Sales can occur for many non-investment reasons.

Where can I see the original SEC filing?

Every transaction row and latest-activity fact links to its original SEC filing.

What do these Form 4 transaction codes mean?

P and S generally describe open-market or private purchases and sales. A, D, F, M, X, G, J, and V describe awards, issuer dispositions, tax withholding, exercises, gifts, other transactions, and voluntary early reports; review each filing and its footnotes for context.