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
4 Oct 2017
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$174.62K 3,923 at 44.51
35.9%
4 Oct 2017
Kallsen Terri R EVP - Investor Services · indirect
Sold, plan not stated
$44.36K 1,000 at 44.36
100%
Sold half or more
3 Oct 2017
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$200.26K 4,500 at 44.50
39.1%
27 Sep 2017
Clark Bernard J. EVP - Advisor Services · indirect
Sold, plan not stated 2×
$3.31M 75,244 at 43.98
58.7%
Sold half or more
27 Sep 2017
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$265.18K 6,018 at 44.06
46.2%
6 Sep 2017
Kallsen Terri R EVP - Investor Services · indirect
Sold, plan not stated
$38.99K 1,000 at 38.99
100%
Sold half or more
9 Aug 2017
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$293.82K 7,002 at 41.96
50.0%
Sold half or more
7 Aug 2017
BECHTLE NANCY H Director · indirect
Sold, plan not stated
$998.53K 23,207 at 43.03
10.9%
4 Aug 2017
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$12.55M 290,000 at 43.27
0.3%
2 Aug 2017
Kallsen Terri R EVP - Investor Services · indirect
Sold, plan not stated
$86.14K 2,000 at 43.07
100%
Sold half or more
1 Aug 2017
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$15.09M 350,000 at 43.10
1.0%
1 Aug 2017
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$418.93K 9,705 at 43.17
40.9%
31 Jul 2017
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$1.11M 26,000 at 42.80
0.0%
20 Jul 2017
MARTINETTO JOSEPH R Senior EVP
Sold, plan not stated 3×
$4.87M 115,642 at 42.10
42.6%
19 Jul 2017
MARTINETTO JOSEPH R Senior EVP
Sold, plan not stated 2×
$3.80M 89,330 at 42.51
36.4%
5 Jul 2017
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$8.81K 200 at 44.03
1.4%
3 Jul 2017
Kallsen Terri R EVP - Investor Services · indirect
Sold, plan not stated
$454.66K 10,536 at 43.15
100%
Sold half or more
29 Jun 2017
Clark Bernard J. EVP - Advisor Services · indirect
Sold, plan not stated
$17.60K 400 at 44.00
0.8%
29 Jun 2017
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$4.40K 100 at 44.00
0.7%
27 Apr 2017
Goldfarb Mark A Director
Bought
$49.89K 1,850 at 26.97
opened
First buy on file
26 Apr 2017
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$12.08M 300,000 at 40.25
0.3%
26 Apr 2017
BECHTLE NANCY H Director · indirect
Sold, plan not stated
$311.71K 7,823 at 39.85
3.6%
25 Apr 2017
MCLIN STEPHEN T Director · indirect
Sold, plan not stated
$310.52K 7,823 at 39.69
4.9%
19 Apr 2017
Kallsen Terri R EVP - Investor Services · indirect
Sold, plan not stated 3×
$1.04M 27,122 at 38.36
100%
Sold half or more
19 Apr 2017
Bettinger Walter W President and CEO
Sold, plan not stated
$580.64K 15,056 at 38.57
5.1%
16 Mar 2017
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$274.81K 6,317 at 43.50
31.1%
13 Mar 2017
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$382.94K 8,903 at 43.01
38.9%
8 Mar 2017
Clark Bernard J. EVP - Advisor Services · indirect
Sold, plan not stated
$134.67K 3,186 at 42.27
5.7%
7 Mar 2017
Clark Bernard J. EVP - Advisor Services · indirect
Sold, plan not stated
$77.91K 1,852 at 42.07
3.2%
6 Mar 2017
Clark Bernard J. EVP - Advisor Services · indirect
Sold, plan not stated
$214.52K 5,098 at 42.08
8.1%
1 Mar 2017
Clark Bernard J. EVP - Advisor Services · indirect
Sold, plan not stated
$1.55M 35,930 at 43.08
40.5%
1 Mar 2017
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated 2×
$630.10K 15,134 at 41.63
83.4%
Sold half or more
15 Feb 2017
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$10.56M 250,000 at 42.22
0.3%
14 Feb 2017
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$20.13M 488,000 at 41.24
1.4%
13 Feb 2017
Goldfarb Mark A Director
Sold, plan not stated
$642.23K 15,688 at 40.94
42.6%
26 Jan 2017
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$283.83K 6,678 at 42.50
68.9%
Sold half or more
25 Jan 2017
Bettinger Walter W President and CEO
Sold, plan not stated
$13.75M 325,000 at 42.31
57.2%
Sold half or more
25 Jan 2017
Clark Bernard J. EVP - Advisor Services · indirect
Sold, plan not stated
$703.32K 16,631 at 42.29
24.0%
24 Jan 2017
Clark Bernard J. EVP - Advisor Services · indirect
Sold, plan not stated
$1.06M 25,300 at 42.03
32.4%
24 Jan 2017
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$280.64K 6,677 at 42.03
68.9%
Sold half or more
13 Jan 2017
Bettinger Walter W President and CEO
Sold, plan not stated
$14.17M 339,426 at 41.75
58.2%
Sold half or more
13 Jan 2017
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$320.90K 7,706 at 41.64
71.9%
Sold half or more
6 Jan 2017
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$53.96K 1,300 at 41.51
30.1%
5 Jan 2017
Bettinger Walter W President and CEO
Sold, plan not stated
$5.92M 143,596 at 41.20
37.1%
4 Jan 2017
Bettinger Walter W President and CEO
Sold, plan not stated 2×
$19.78M 484,400 at 40.83
66.5%
Sold half or more
4 Jan 2017
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$370.13K 9,006 at 41.10
74.9%
Sold half or more
23 Dec 2016
Bettinger Walter W President and CEO
Sold, plan not stated
$12.94M 320,649 at 40.35
56.8%
Sold half or more
20 Dec 2016
Chandoha Marie A President - CSIM · indirect
Sold, plan not stated
$388.61K 9,705 at 40.04
76.3%
Sold half or more
15 Dec 2016
Bettinger Walter W President and CEO
Sold, plan not stated
$8.21M 206,092 at 39.85
45.8%
8 Dec 2016
Bettinger Walter W President and CEO
Sold, plan not stated
$2.74M 68,667 at 39.85
22.0%
Showing 551–600 of 626. ← Newer Page 12 of 13 Older →