SCHWAB CHARLES CORP
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.
Open-market mix
Buy vs sell distribution by transaction countInsider activity report
Monthly open-market purchase and sale countsTransaction codes
By Form 4 transaction code in selected period- 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- 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)Reported Holdings After
Separated by insider, security, and ownership typeThese 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 redTop insiders
By absolute net value across the selected period- BW-$8.3M
- CM-$2.4M
- HN-$689.9k
- HD-$241.8k
- BS-$111.3k
Filing detail checks
Secondary metrics for the selected periodFiling-only signals
Deterministic matches in the selected period
SCHW transaction history
Filters apply within this company and selected period by default| Ticker | Insider | Role | Type | Shares | Value | Code | Signals | 90d return | Filed | Trans date |
|---|---|---|---|---|---|---|---|---|---|---|
| SCHW | Hathi Neesha | MDHWABNK+1 | sale10b5-1 | 3.17k | -$34.6M | S | — | 0.0% | 09/03 | 09/01 |
| SCHW | Bettinger Walter W | CHAIR | sale | 74.3k | -$825M | S | 0.0% | 08/31 | 08/28 | |
| SCHW | Hathi Neesha | MDHWABNK+1 | sale | 3.17k | -$34.3M | S | 0.0% | 08/31 | 08/28 | |
| SCHW | Beatty Jonathan S | MDHAS | sale | 1.00k | -$11.1M | S | −3.0% | 08/18 | 08/17 | |
| SCHW | Craig Jonathan M. | MDHRI | sale10b5-1 | 21.8k | -$242M | S | −2.1% | 08/17 | 08/14 | |
| SCHW | Howard Dennis | MDCTOPS+1 | sale | 2.19k | -$24.1M | S | −2.1% | 08/17 | 08/13 |
SCHWAB CHARLES CORP Insider Activity FAQ
SEC Form 4 contextWho 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.