Company profile
SCHWAB CHARLES CORP insider acquisitions
Company CIK 0000316709 · Reported insider acquisitions and filing context.
These are company listings. A transaction is linked to a particular security only when the filing provides enough information.
Company activity summary
By transaction date, as of October 22, 2026.
| Type / code | Reported security | Transactions | Known purchase value | Missing amounts |
|---|---|---|---|---|
| Stock awardCode A | Nonqualified Stock Option (right to buy)Derivative · Currency not specified | 1 | Not applicable | 0 |
| Stock awardCode A | Restricted Stock UnitsDerivative · Currency not specified | 3 | Not applicable | 3 |
| Exercise / conversionCode M | Common StockNon-derivative · Currency not specified | 1 | Not applicable | 0 |
Known purchase value sums available amounts for non-derivative purchases only. Missing amounts are excluded. “Currency not specified” does not establish that the amounts share a currency. These summaries use all matching loaded records, while the timeline below covers only the current page.
Transaction timeline
Who reported an acquisition, and when the transaction occurred.
11 dated transactions · 8 of 8 reporting owners shown. Select one owner to focus the chart.
View timeline as a table
| Transaction date | Company / security | Reporting owners | Acquisition type |
|---|---|---|---|
| Oct 1, 2026 | SCHWAB CHARLES CORPCommon Stock | Hathi Neesha | Exercise / conversion |
| Oct 1, 2026 | SCHWAB CHARLES CORPRestricted Stock Units | Brown Marianne Catherine | Stock award |
| Oct 1, 2026 | SCHWAB CHARLES CORPNonqualified Stock Option (right to buy) | Ruffel Charles A. | Stock award |
| Oct 1, 2026 | SCHWAB CHARLES CORPRestricted Stock Units | Ellis Stephen A | Stock award |
| Oct 1, 2026 | SCHWAB CHARLES CORPRestricted Stock Units | HERRINGER FRANK C | Stock award |
| Dec 23, 2025 | SCHWAB CHARLES CORPCommon Stock | Beatty Jonathan S | Exercise / conversion |
| Dec 16, 2025 | SCHWAB CHARLES CORPCommon Stock | Ellis Stephen A | Exercise / conversion |
| Nov 12, 2025 | SCHWAB CHARLES CORPCommon Stock | Beatty Jonathan S | Exercise / conversion |
| Nov 10, 2025 | SCHWAB CHARLES CORPCommon Stock | Woolway Paul V | Gift received |
| Nov 10, 2025 | SCHWAB CHARLES CORPCommon Stock | Woolway Paul V | Gift received |
| Nov 7, 2025 | SCHWAB CHARLES CORPCommon Stock | Craig Jonathan M. | Exercise / conversion |
Only transactions on this page are shown. Date windows end on the latest transaction date in this sample. Joint filings may appear on more than one row. Sales are not included. Share-price charts use a separate data source.
Share price & reported acquisitions
Daily closing prices from a separate source. The date window above also filters prices; reporting-owner and transaction-type selections filter the markers.
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Currency not specified. A marker uses that day's closing price, not the reported transaction price. No price is substituted for a missing trading day.
Reported acquisitions
Filing-date filters apply to the list and timeline. The summary above uses transaction dates.
| Filed / transacted | Reporting owners | Type / security | Quantity | Price / reference value | Details |
|---|---|---|---|---|---|
| Trade: | Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Exercise / conversionCommon StockNon-derivative security · Code M | 5,000 | 41.98Value: 209,900Currency not specified | View ↗ |
| Trade: | Brown Marianne CatherineDirector | Stock awardRestricted Stock UnitsDerivative security · Code A | 407 | Not reported *Value: Not reportedCurrency not specified | View ↗ |
| Trade: | Ruffel Charles A.Director | Stock awardNonqualified Stock Option (right to buy)Derivative security · Code A | 1,222 | 0 *Value: 0Currency not specified | View ↗ |
| Trade: | Ellis Stephen ADirector | Stock awardRestricted Stock UnitsDerivative security · Code A | 369 | Not reported *Value: Not reportedCurrency not specified | View ↗ |
| Trade: | HERRINGER FRANK CDirector | Stock awardRestricted Stock UnitsDerivative security · Code A | 445 | Not reported *Value: Not reportedCurrency not specified | View ↗ |
| Trade: | Beatty Jonathan SMD, Head of Advisor Services | Exercise / conversionCommon StockNon-derivative security · Code M | 2,000 | 46.39Value: 92,780Currency not specified | View ↗ |
| Trade: | Ellis Stephen ADirector | Exercise / conversionCommon StockNon-derivative security · Code M | 1,922 | 31.98Value: 61,465.56Currency not specified | View ↗ |
| Trade: | Beatty Jonathan SMD, Head of Advisor Services | Exercise / conversionCommon StockNon-derivative security · Code M | 3,072 | 46.39Value: 142,510.08Currency not specified | View ↗ |
| Trade: | Woolway Paul VMD, Chief Banking Officer | Gift receivedCommon StockNon-derivative security · Code G | 398 | 0Value: 0Currency not specified | View ↗ |
| Trade: | Woolway Paul VMD, Chief Banking Officer | Gift receivedCommon StockNon-derivative security · Code G | 398 | 0Value: 0Currency not specified | View ↗ |
| Trade: | Craig Jonathan M.MD, Head of Investor Services | Exercise / conversionCommon StockNon-derivative security · Code M | 35,188 | 41.98Value: 1,477,192.24Currency not specified | View ↗ |
11 transactions on this page. Filing date, newest first.
Reporting owners are associated with a filing. Jointly reported amounts are not allocated to individual owners. Historical coverage is still being built. Read the methodology →