Insider trading

Period: 120 months Stock: SCHW Share of holding: 50% or more × + 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.

134 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.

134 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.

134 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.

134 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.
134 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
134 decisions over 120 months Remove this filter
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.

134 decisions over 120 months
Stock
Insider
Type ?
Why it stands out
28 Aug 2026
Hathi Neesha MD, Head Wealth Adv, Bnk, Tst · indirect
Sold on a plan
$343.50K 3,177 at 108.12
100%
Sold half or more
14 Aug 2026
Craig Jonathan M. MD, Head of Retail Investing · indirect
Sold on a plan
$2.43M 21,866 at 111.03
100%
Sold half or more
5 Aug 2026
Craig Jonathan M. MD, Head of Retail Investing · indirect
Sold on a plan
$2.33M 21,750 at 107.02
100%
Sold half or more
28 Jul 2026
Howard Dennis MD, Chief Tech, OPS & Data Off
Sold on a plan
$2.94M 28,000 at 105.01
72.8%
Sold half or more
23 Jul 2026
Morgan Peter J. III General Counsel
Sold at will
$709.34K 6,952 at 102.03
100%
Sold half or more
7 Jul 2026
Craig Jonathan M. MD, Head of Retail Investing · indirect
Sold on a plan
$2.22M 21,750 at 102.01
100%
Sold half or more
14 Apr 2026
Craig Jonathan M. MD, Head of Retail Investing · indirect
Sold on a plan
$2.15M 21,750 at 99.00
100%
Sold half or more
3 Mar 2026
Craig Jonathan M. MD, Head of Investor Services · indirect
Sold on a plan 2×
$1.37M 14,481 at 94.60
100%
Sold half or more
25 Feb 2026
Howard Dennis MD, Chief Tech, OPS & Data Off
Sold on a plan
$2.65M 27,903 at 95.02
72.7%
Sold half or more
2 Feb 2026
Morgan Peter J. III General Counsel
Sold at will
$792.80K 7,595 at 104.38
100%
Sold half or more
7 Nov 2025
Craig Jonathan M. MD, Head of Investor Services · indirect
Sold at will
$3.36M 35,188 at 95.35
100%
Sold half or more
27 Aug 2025
Morgan Peter J. III General Counsel
Sold at will
$4.85M 50,016 at 97.00
100%
Sold half or more
22 May 2025
Morgan Peter J. III General Counsel
Sold at will
$889.29K 10,176 at 87.39
100%
Sold half or more
21 May 2025
Craig Jonathan M. MD, Head of Investor Services · indirect
Sold at will
$4.20M 47,500 at 88.46
100%
Sold half or more
1 May 2025
Craig Jonathan M. MD, Head of Investor Services · indirect
Sold on a plan
$783.85K 9,559 at 82.00
100%
Sold half or more
6 Mar 2025
Craig Jonathan M. MD, Head of Investor Services · indirect
Sold on a plan
$1.76M 23,258 at 75.59
100%
Sold half or more
3 Mar 2025
Craig Jonathan M. MD, Head of Investor Services · indirect
Sold on a plan
$2.27M 28,668 at 79.32
55.2%
Sold half or more
22 Jan 2025
Morgan Peter J. III General Counsel
Sold at will
$1.18M 14,643 at 80.70
100%
Sold half or more
16 Apr 2024
MARTINETTO JOSEPH R COO · indirect
Sold at will
$3.05M 43,000 at 70.83
50.9%
Sold half or more
16 Apr 2024
Morgan Peter J. III General Counsel
Sold at will
$1.77M 24,520 at 72.23
100%
Sold half or more
21 Mar 2024
Craig Jonathan M. Please see remarks · indirect
Sold on a plan
$348.43K 4,977 at 70.01
100%
Sold half or more
6 Mar 2024
Craig Jonathan M. Please see remarks · indirect
Sold on a plan 2×
$3.31M 48,751 at 67.80
100%
Sold half or more
30 Nov 2023
Morgan Peter J. III General Counsel
Sold at will
$434.88K 7,162 at 60.72
100%
Sold half or more
28 Mar 2023
Bought
$267.34K 5,000 at 53.47
100%
First buy on file
17 Mar 2023
MARTIN-FLICKINGER GERRI Director · indirect
Bought
$200.40K 3,700 at 54.16
77.8%
First buy on file
15 Mar 2023
Ellis Stephen A Director · indirect
Bought
$2.00M 34,387 at 58.26
52.6%
Largest buy in 3 yrs
6 Mar 2023
Craig Jonathan M. Please see remarks · indirect
Sold, plan not stated
$2.65M 34,667 at 76.33
75.6%
Sold half or more
18 Jan 2023
Craig Jonathan M. Please see remarks · indirect
Sold, plan not stated 2×
$4.11M 51,144 at 80.30
100%
Sold half or more
31 Oct 2022
Morgan Peter J. III MD, EVP, and General Counsel
Sold, plan not stated
$585.97K 7,322 at 80.03
61.5%
Sold half or more
28 Oct 2022
Craig Jonathan M. Please see remarks · indirect
Sold, plan not stated
$317.80K 4,019 at 79.08
100%
Sold half or more
12 Aug 2022
Craig Jonathan M. Please see remarks · indirect
Sold, plan not stated
$602.41K 8,032 at 75.00
66.7%
Sold half or more
12 Jan 2022
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$472.72K 4,976 at 95.00
100%
Sold half or more
19 Oct 2021
Sold, plan not stated
$19.89M 245,239 at 81.12
54.1%
Sold half or more
11 Oct 2021
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$904.41K 11,598 at 77.98
100%
Sold half or more
28 Sep 2021
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$70.32K 902 at 77.96
100%
Sold half or more
27 Aug 2021
Morgan Peter J. III EVP and General Counsel · indirect
Sold, plan not stated
$78.81K 1,043 at 75.58
100%
Sold half or more
3 Jun 2021
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$948.77K 12,500 at 75.90
100%
Sold half or more
28 May 2021
Sarin Arun Director · indirect
Sold, plan not stated
$1.46M 19,845 at 73.75
54.7%
Sold half or more
27 May 2021
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$924.85K 12,500 at 73.99
100%
Sold half or more
29 Apr 2021
MARTINETTO JOSEPH R Senior EVP and COO · indirect
Sold, plan not stated
$18.31M 255,321 at 71.70
53.1%
Sold half or more
29 Apr 2021
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated 2×
$1.45M 20,294 at 71.61
100%
Sold half or more
28 Apr 2021
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$545.53K 7,793 at 70.00
100%
Sold half or more
27 Apr 2021
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$581.26K 8,424 at 69.00
100%
Sold half or more
6 Apr 2021
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$152.24K 2,241 at 67.94
100%
Sold half or more
12 Mar 2021
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$564.44K 8,423 at 67.01
100%
Sold half or more
4 Mar 2021
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$440.46K 6,796 at 64.81
100%
Sold half or more
24 Feb 2021
Morgan Peter J. III EVP and General Counsel
Sold, plan not stated
$936.74K 14,612 at 64.11
63.6%
Sold half or more
24 Feb 2021
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$578.72K 8,904 at 65.00
100%
Sold half or more
19 Feb 2021
Craig Jonathan M. Senior EVP · indirect
Sold, plan not stated
$561.00K 8,903 at 63.01
100%
Sold half or more
4 Feb 2021
Ruffel Charles A. Director · indirect
Bought
$196.64K 3,636 at 54.08
66.6%
First buy on file
Showing 1–50 of 134. Page 1 of 3 Older →