Insider trading

Period: 120 months Stock: SCHW + Add filter Clear all
Views & alerts

Save your view. Keep the filter you have built, and get an email when a new filing matches it. A free account does both.

When

Period

How far back the list reaches. Filings arrive days after the trade, so the newest rows always lag a little.

626 decisions over 120 months
Who

Role

The position the person holds at the company, read from the title on the filing. A chief executive who is also a director counts as the chief executive.

626 decisions over 120 months
The trade

Type of trade

Purchases, sales, or cluster buys: companies where 3 or more insiders bought within 30 days. The number beside each is what that choice would give.

626 decisions over 120 months
The trade

Minimum amount

Hides rows under this value. The amount is the shares traded times the price on the filing.

626 decisions over 120 months
The trade

Plan

  • Discretionary: they chose to sell that week.
  • Scheduled: a 10b5-1 plan fixed the sale months in advance, so the timing says nothing about what they knew.
  • Not stated: filed before the SEC added the box in April 2023, which is most of the older half of this database.
626 decisions over 120 months
The trade

Share of their own holding

How much of what they already held the trade moved. Selling a tenth of a stake is not the same act as selling all of it.

At least
626 decisions over 120 months
Ownership

What the chief executive holds

The value of the chief executive’s stock measured against base salary. The salary comes from the company’s own proxy. Companies with no figure are in neither direction.

626 decisions over 120 months
Stock
Insider
Type ?
Why it stands out
16 May 2019
MCLIN STEPHEN T Director · indirect
Sold, plan not stated
$191.02K 4,356 at 43.85
2.9%
3 May 2019
Schwab Charles R. Chairman · indirect
Sold, plan not stated 2×
$2.60M 56,280 at 46.27
0.1%
3 May 2019
Ruffel Charles A. Director · indirect
Bought
$115.25K 2,500 at 46.10
opened
First buy on file
29 Apr 2019
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$11.49M 250,000 at 45.97
0.3%
25 Apr 2019
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$11.39M 250,000 at 45.56
0.3%
23 Apr 2019
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$11.39M 250,000 at 45.57
0.3%
22 Apr 2019
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$11.32M 250,000 at 45.29
0.3%
17 Apr 2019
Murtagh Nigel J EVP - Corporate Risk
Sold, plan not stated
$1.06M 23,200 at 45.70
36.8%
16 Apr 2019
Murtagh Nigel J EVP - Corporate Risk
Sold, plan not stated 8×
$2.60M 57,000 at 45.64
47.5%
16 Apr 2019
MCLIN STEPHEN T Director · indirect
Sold, plan not stated
$182.37K 4,000 at 45.59
2.6%
15 Apr 2019
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$173.98K 3,740 at 46.52
100%
Sold half or more
6 Mar 2019
Kallsen Terri R EVP - Investor Services · indirect
Sold, plan not stated
$750.80K 16,346 at 45.93
100%
Sold half or more
6 Mar 2019
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$578.94K 12,604 at 45.93
100%
Sold half or more
5 Mar 2019
Chandoha Marie A CEO - CSIM · indirect
Sold, plan not stated 2×
$2.05M 45,046 at 45.48
71.7%
Sold half or more
4 Mar 2019
Kallsen Terri R EVP - Investor Services · indirect
Sold, plan not stated
$880.82K 18,803 at 46.84
53.5%
Sold half or more
1 Mar 2019
Kallsen Terri R EVP - Investor Services · indirect
Sold, plan not stated
$1.05M 22,482 at 46.66
57.9%
Sold half or more
1 Feb 2019
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$11.76M 250,000 at 47.04
0.3%
15 Jan 2019
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$162.95K 3,739 at 43.58
100%
Sold half or more
26 Dec 2018
Bettinger Walter W President and CEO
Bought
$1.20M 31,579 at 37.97
9.4%
First buy on file
24 Dec 2018
Bettinger Walter W President and CEO
Bought
$3.64M 93,090 at 39.09
38.5%
First buy on file
3 Dec 2018
Kallsen Terri R EVP - Investor Services · indirect
Sold, plan not stated 2×
$226.44K 4,913 at 46.09
100%
Sold half or more
15 Nov 2018
Schwab Charles R. Chairman · indirect
Sold, plan not stated 2×
$17.99M 383,000 at 46.97
0.5%
5 Nov 2018
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated 2×
$585.02K 12,400 at 47.18
100%
Sold half or more
16 Oct 2018
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$404.39K 8,424 at 48.01
64.7%
Sold half or more
15 Oct 2018
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$128.39K 2,629 at 48.84
100%
Sold half or more
16 Aug 2018
DODDS CHRISTOPHER V Director · indirect
Sold, plan not stated 4×
$803.82K 15,718 at 51.14
3.3%
24 Jul 2018
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$10.05M 190,500 at 52.75
0.2%
15 Jun 2018
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$147.30K 2,629 at 56.03
100%
Sold half or more
1 Jun 2018
Goldfarb Mark A Director · indirect
Sold, plan not stated
$123.21K 2,174 at 56.67
11.9%
30 May 2018
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$560.03K 10,000 at 56.00
68.5%
Sold half or more
22 May 2018
Bettinger Walter W President and CEO
Sold, plan not stated 3×
$15.01M 251,300 at 59.71
50.9%
Sold half or more
22 May 2018
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$10.46M 174,750 at 59.85
0.2%
22 May 2018
Clark Bernard J. EVP - Advisor Services · indirect
Sold, plan not stated
$1.78M 29,678 at 59.82
36.0%
21 May 2018
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$12.53M 210,750 at 59.45
0.2%
21 May 2018
Bettinger Walter W President and CEO
Sold, plan not stated
$6.80M 113,832 at 59.72
32.0%
21 May 2018
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$600.00K 10,000 at 60.00
100%
Sold half or more
16 May 2018
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$6.03M 101,970 at 59.13
0.1%
9 May 2018
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$17.40M 300,000 at 57.99
0.9%
8 May 2018
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$14.31M 250,000 at 57.23
0.3%
7 May 2018
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$14.25M 250,000 at 57.01
0.3%
7 May 2018
Garfield David R EVP and General Counsel
Sold, plan not stated 3×
$2.13M 37,330 at 57.01
67.4%
Sold half or more
4 May 2018
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$11.24M 200,000 at 56.19
0.2%
1 May 2018
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated 2×
$2.03M 36,798 at 55.24
71.6%
Sold half or more
30 Apr 2018
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$5.63K 100 at 56.29
0.7%
27 Apr 2018
Murtagh Nigel J EVP - Corporate Risk
Sold, plan not stated 2×
$727.58K 13,000 at 55.97
28.5%
25 Apr 2018
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$10.92M 200,000 at 54.60
0.6%
25 Apr 2018
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$9.11M 165,000 at 55.23
0.5%
24 Apr 2018
Schwab Charles R. Chairman · indirect
Sold, plan not stated 2×
$14.41M 262,000 at 55.02
0.3%
24 Apr 2018
Kallsen Terri R EVP - Investor Services · indirect
Sold, plan not stated 2×
$2.03M 36,285 at 55.89
100%
Sold half or more
23 Apr 2018
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$13.75M 250,000 at 54.99
0.3%
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