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Total Value
$4.3M
Net $2.2M sold
Filing Date
Jul 9, 2026
1 transaction
Sales
$2.2M
1 transaction
Trade Summary
On Jul 7, 2026, Craig Jonathan M., MD, Head of Retail Investing, sold $4.3M of SCHWAB CHARLES CORP (SCHW) across 1 transaction. The filing covers Common Stock and reflects net selling of $2.2M. Reported prices ranged from $46.81 to $102.01. Insider transactions are sourced from SEC Form 4 disclosures and should be reviewed alongside company fundamentals and the insider's broader trading history.
Company Information
- Company Name
- SCHWAB CHARLES CORP
- Ticker Symbol
- SCHW
- CIK
- 0000316709
Insider Information
- Role
- MD, Head of Retail Investing
- Location
- WESTLAKE, TX
Filing Details
- Filing Date
- Jul 9, 2026
- Transaction Date
- Jul 7, 2026
- Accession Number
- 0001733065-26-000009
- Form Type
- 4
- Net Trading Amount
- -$2.2M
Non-Derivative Transactions
| Date | Security | Shares | Price | Type | Value |
|---|---|---|---|---|---|
| Jul 7, 2026 | Common Stock | 21,750 | $46.81 | Exercise | $1.0M |
| Jul 7, 2026 | Common Stock | 21,750 | $102.01 | Sale | $2.2M |
Derivative Transactions
| Date | Security | Shares | Exercise Price | Type | Value |
|---|---|---|---|---|---|
| Jul 7, 2026 | SCHW derivative | 21,750 | $46.81 | Exercise | $1.0M |
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Footnotes
- (F1)Reflects the contribution of the shares received upon exercise of the option to a revocable trust.
- (F2)The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025.
- (F3)The transaction was executed in multiple trades at prices ranging from $102.00 to $102.10. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected.
- (F4)The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.