Insider trading

Period: 120 months Stock: SCHW + Add filter Clear all
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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
3 Dec 2020
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$4.99M 98,870 at 50.49
0.1%
1 Dec 2020
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$668.27K 13,272 at 50.35
100%
Sold half or more
27 Nov 2020
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$4.92M 98,870 at 49.81
0.1%
19 Nov 2020
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$4.63M 98,870 at 46.87
0.1%
18 Nov 2020
WALTHER ROGER O Director · indirect
Sold, plan not stated
$1.38M 28,100 at 49.23
11.4%
18 Nov 2020
Sarin Arun Director · indirect
Sold, plan not stated
$1.35M 27,835 at 48.61
65.8%
Sold half or more
17 Nov 2020
Clark Bernard J. EVP - Advisor Services · indirect
Sold, plan not stated
$4.94M 101,188 at 48.83
58.3%
Sold half or more
17 Nov 2020
WALTHER ROGER O Director · indirect
Sold, plan not stated
$2.44M 50,000 at 48.85
16.8%
16 Nov 2020
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$2.87M 60,921 at 47.10
0.1%
16 Nov 2020
WALTHER ROGER O Director · indirect
Sold, plan not stated
$922.26K 20,000 at 46.11
6.3%
13 Nov 2020
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$999.08K 22,120 at 45.17
0.0%
12 Nov 2020
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$1.28M 28,390 at 45.17
0.0%
11 Nov 2020
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$8.52M 180,879 at 47.10
0.2%
11 Nov 2020
DODDS CHRISTOPHER V Director · indirect
Sold, plan not stated
$433.16K 9,307 at 46.54
2.0%
9 Nov 2020
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$9.16M 202,040 at 45.34
0.3%
6 Nov 2020
Morgan Peter J. III EVP and General Counsel
Sold, plan not stated
$145.71K 3,521 at 41.38
29.6%
3 Nov 2020
Crawford Peter B. EVP and CFO · indirect
Sold, plan not stated
$354.38K 8,292 at 42.74
23.4%
30 Oct 2020
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$2.67M 66,288 at 40.29
0.1%
29 Oct 2020
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$2.50M 66,288 at 37.74
0.1%
20 Oct 2020
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$253.05K 6,326 at 40.00
100%
Sold half or more
5 Aug 2020
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$6.82M 200,000 at 34.11
0.6%
31 Jul 2020
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$2.16M 65,056 at 33.23
0.1%
30 Jul 2020
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$2.16M 65,056 at 33.19
0.1%
22 Jul 2020
Ruffel Charles A. Director · indirect
Bought
$99.63K 2,854 at 34.91
112%
First buy on file
4 Jun 2020
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated 2×
$437.61K 10,935 at 40.02
100%
Sold half or more
27 Apr 2020
Ruffel Charles A. Director · indirect
Bought
$90.37K 2,460 at 36.74
opened
First buy on file
21 Apr 2020
MCLIN STEPHEN T Director · indirect
Sold, plan not stated
$394.58K 11,082 at 35.61
6.6%
17 Apr 2020
Goldfarb Mark A Director · indirect
Bought
$200.05K 5,530 at 36.18
25.3%
First buy on file
6 Mar 2020
Clark Bernard J. EVP - Advisor Services · indirect
Sold, plan not stated
$416.00K 12,629 at 32.94
14.9%
13 Feb 2020
MCLIN STEPHEN T Director · indirect
Sold, plan not stated
$253.64K 5,364 at 47.29
3.3%
11 Feb 2020
Schwab Charles R. Chairman · indirect
Sold, plan not stated 2×
$405.93K 8,500 at 47.76
0.0%
3 Feb 2020
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$10.06M 220,000 at 45.73
0.3%
31 Jan 2020
Morgan Peter J. III EVP and General Counsel
Sold, plan not stated 3×
$771.77K 16,738 at 46.11
55.3%
Sold half or more
30 Jan 2020
Schwab Charles R. Chairman · indirect
Sold, plan not stated 2×
$15.45M 327,360 at 47.19
0.4%
16 Jan 2020
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$154.50K 3,153 at 49.00
100%
Sold half or more
15 Jan 2020
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$149.65K 3,162 at 47.33
100%
Sold half or more
12 Dec 2019
Clark Bernard J. EVP - Advisor Services · indirect
Sold, plan not stated
$1.43M 28,078 at 51.00
28.0%
29 Nov 2019
Morgan Peter J. III EVP and General Counsel
Sold, plan not stated
$31.01K 624 at 49.70
4.4%
27 Nov 2019
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$14.93M 300,000 at 49.77
0.4%
26 Nov 2019
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$14.70M 300,000 at 49.01
0.4%
26 Nov 2019
Sarin Arun Director · indirect
Sold, plan not stated
$736.59K 15,000 at 49.11
54.0%
Sold half or more
26 Nov 2019
Morgan Peter J. III EVP and General Counsel
Sold, plan not stated
$122.55K 2,500 at 49.02
15.0%
15 Oct 2019
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$145.75K 3,740 at 38.97
100%
Sold half or more
11 Sep 2019
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$4.43M 105,422 at 42.03
0.1%
5 Sep 2019
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$4.23M 105,422 at 40.08
0.1%
4 Sep 2019
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$877.40K 22,810 at 38.47
0.0%
3 Sep 2019
Schwab Charles R. Chairman · indirect
Sold, plan not stated
$3.14M 82,612 at 38.02
0.1%
21 Aug 2019
MCLIN STEPHEN T Director · indirect
Sold, plan not stated
$191.29K 5,093 at 37.56
3.2%
5 Aug 2019
Goldfarb Mark A Director · indirect
Bought
$100.37K 2,595 at 38.68
13.5%
First buy on file
15 Jul 2019
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$150.35K 3,740 at 40.20
100%
Sold half or more
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