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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

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

DateSecuritySharesPriceTypeValue
Jul 7, 2026Common Stock21,750$46.81Exercise$1.0M
Jul 7, 2026Common Stock21,750$102.01Sale$2.2M

Derivative Transactions

DateSecuritySharesExercise PriceTypeValue
Jul 7, 2026SCHW derivative21,750$46.81Exercise$1.0M

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Footnotes

  1. (F1)Reflects the contribution of the shares received upon exercise of the option to a revocable trust.
  2. (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.
  3. (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.
  4. (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.

SEC Filing

View on SEC Daily

View the complete filing document on SEC Daily.