SCHW · Charles Schwab Corporation (The) Common Stock
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| Charles R. Schwab Chairman | ▼ Sell | Gift | 53,549,441 Shares held | 8/27/2026 | View profile |
| Carolyn Schwab-Pomerantz Director | ▼ Sell | Open Market | 1,323,162 Shares held | 8/26/2026 | View profile |
| Walter W. Bettinger Co-Chairman | ▼ Sell | Open Market | 610,360 Shares held | 8/28/2026 | View profile |
| Ricketts Todd M Director | ▲ Buy | Grant | 379,767 Shares held | 5/27/2025 | View profile |
| MARTINETTO JOSEPH R Senior EVP and COO | ▼ Sell | Gift | 246,433 Shares held | 4/18/2024 | View profile |
| Richard A. Wurster President | ▲ Buy | Open Market | 218,409 Shares held | 5/28/2026 | View profile |
| Clark Bernard J. EVP - Advisor Services | ▼ Sell | Open Market | 121,666 Shares held | 6/12/2024 | View profile |
| Paula A. Sneed Director | ▼ Sell | Open Market | 91,711 Shares held | 8/7/2026 | View profile |
| Peter B. Crawford EVP and CFO | ▼ Sell | Open Market | 60,567 Shares held | 4/24/2024 | View profile |
| Nigel J. Murtagh EVP - Corporate Risk | ▼ Sell | Open Market | 57,972 Shares held | 8/10/2026 | View profile |
| John K. Adams Jr. Director | ▲ Buy | Grant | 50,711 Shares held | 5/26/2026 | View profile |
| Michael D. Verdeschi CFO | ▼ Sell | Tax Withholding | 47,442 Shares held | 6/3/2026 | View profile |
| Haraf William S Director | ▲ Buy | Grant | 34,555 Shares held | 5/19/2022 | View profile |
| Woolway Paul V MD, Chief Banking Officer | ▼ Sell | Open Market | 29,866 Shares held | 4/15/2026 | View profile |
| Joan Dea Director | ▲ Buy | Grant | 28,440 Shares held | 5/26/2026 | View profile |
| Goldfarb Mark A Director | ▼ Sell | Open Market | 19,917 Shares held | 4/16/2024 | View profile |
| Marianne Catherine Brown Director | ▲ Buy | Grant | 17,353 Shares held | 5/26/2026 | View profile |
| Frank C. Herringer Director | ▲ Buy | Grant | 12,268 Shares held | 5/26/2026 | View profile |
| Arun Sarin Director | ▲ Buy | Grant | 12,268 Shares held | 5/26/2026 | View profile |
| Charles A. Ruffel Director | ▲ Buy | Grant | 11,381 Shares held | 5/26/2026 | View profile |
| Jonathan S. Beatty MD, Head of Advisor Services | ▼ Sell | Open Market | 10,738 Shares held | 8/17/2026 | View profile |
| Stephen A. Ellis Director | ▲ Buy | Option Exercise | 7,445 Shares held | 9/23/2026 | View profile |
| Masrani Bharat Director | ▲ Buy | Grant | 7,279 Shares held | 5/28/2024 | View profile |
| Levitt Brian M Director | ▲ Buy | Grant | 7,279 Shares held | 5/28/2024 | View profile |
| Dennis Howard MD, Chief Tech, OPS & Data Off | ▼ Sell | Open Market | 6,980 Shares held | 8/13/2026 | View profile |
| Neesha Hathi MD, Head Wealth Adv, Bnk, Tst | ▼ Sell | Open Market | 5,770 Shares held | 10/1/2026 | View profile |
| MARTIN-FLICKINGER GERRI Director | ▲ Buy | Grant | 5,767 Shares held | 5/27/2025 | View profile |
| Christopher Dodds V Director | ▲ Buy | Grant | 5,669 Shares held | 5/26/2026 | View profile |
| Jonathan M. Craig Senior EVP | ▼ Sell | Open Market | 0 Shares held | 8/14/2026 | View profile |
| Peter J. Morgan III EVP and General Counsel | ▼ Sell | Open Market | 0 Shares held | 7/23/2026 | View profile |
Transaction History
| Neesha Hathi | ▲ Buy | Option Exercise | 5,000 | $210K | 10/1/2026 |
| Neesha Hathi | ▼ Sell | Open Market | 5,000 | $489K | 10/1/2026 |
| Stephen A. Ellis | ▲ Buy | Option Exercise | 1,918 | $60K | 9/23/2026 |
| Neesha Hathi | ▲ Buy | Option Exercise | 3,177 | $165K | 9/1/2026 |
| Neesha Hathi | ▼ Sell | Open Market | 3,177 | $346K | 9/1/2026 |
| Walter W. Bettinger | ▲ Buy | Option Exercise | 74,388 | $3.5M | 8/28/2026 |
| Walter W. Bettinger | ▼ Sell | Open Market | 74,388 | $8.3M | 8/28/2026 |
| Neesha Hathi | ▲ Buy | Option Exercise | 3,177 | $165K | 8/28/2026 |
| Neesha Hathi | ▼ Sell | Open Market | 3,177 | $343K | 8/28/2026 |
| Charles R. Schwab | ▼ Sell | Gift | 9,300 | $0 | 8/27/2026 |
| Carolyn Schwab-Pomerantz | ▼ Sell | Open Market | 9,175 | $1.0M | 8/26/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 117,000 | $13.2M | 8/24/2026 |
| Walter W. Bettinger | ▲ Buy | Option Exercise | 176,210 | $8.2M | 8/24/2026 |
| Walter W. Bettinger | ▼ Sell | Open Market | 176,210 | $20.0M | 8/24/2026 |
| Charles R. Schwab | ▼ Sell | Gift | 54,550 | $0 | 8/18/2026 |
| Charles R. Schwab | ▼ Sell | Gift | 45,500 | $0 | 8/17/2026 |
| Jonathan S. Beatty | ▼ Sell | Open Market | 1,000 | $111K | 8/17/2026 |
| Jonathan M. Craig | ▲ Buy | Option Exercise | 21,866 | $1.0M | 8/14/2026 |
| Jonathan M. Craig | ▼ Sell | Open Market | 21,866 | $2.4M | 8/14/2026 |
| Dennis Howard | ▼ Sell | Open Market | 2,198 | $242K | 8/13/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 46,410 | $5.0M | 8/12/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 46,445 | $5.0M | 8/11/2026 |
| Nigel J. Murtagh | ▲ Buy | Option Exercise | 24,778 | $1.2M | 8/10/2026 |
| Nigel J. Murtagh | ▼ Sell | Open Market | 24,778 | $2.7M | 8/10/2026 |
| Paula A. Sneed | ▼ Sell | Open Market | 5,263 | $564K | 8/7/2026 |
| Nigel J. Murtagh | ▼ Sell | Open Market | 1,897 | $207K | 8/6/2026 |
| Charles R. Schwab | ▼ Sell | Gift | 37,200 | $0 | 8/6/2026 |
| Nigel J. Murtagh | ▲ Buy | Option Exercise | 1,897 | $89K | 8/6/2026 |
| Carolyn Schwab-Pomerantz | ▼ Sell | Open Market | 18,561 | $2.0M | 8/5/2026 |
| Jonathan M. Craig | ▲ Buy | Option Exercise | 21,750 | $1.0M | 8/5/2026 |
| Jonathan M. Craig | ▼ Sell | Open Market | 21,750 | $2.3M | 8/5/2026 |
| Carolyn Schwab-Pomerantz | ▼ Sell | Open Market | 22,640 | $2.4M | 8/4/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 47,650 | $5.1M | 8/4/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 95,250 | $10.1M | 8/3/2026 |
| Dennis Howard | ▼ Sell | Tax Withholding | 1,292 | $135K | 8/1/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 95,450 | $10.1M | 7/29/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 48,000 | $5.1M | 7/28/2026 |
| Charles R. Schwab | ▼ Sell | Gift | 60,000 | $0 | 7/28/2026 |
| Carolyn Schwab-Pomerantz | ▼ Sell | Open Market | 22,650 | $2.4M | 7/28/2026 |
| Carolyn Schwab-Pomerantz | ▼ Sell | Gift | 271 | $0 | 7/28/2026 |
| Dennis Howard | ▲ Buy | Option Exercise | 28,000 | $1.8M | 7/28/2026 |
| Dennis Howard | ▼ Sell | Open Market | 28,000 | $2.9M | 7/28/2026 |
| Walter W. Bettinger | ▲ Buy | Option Exercise | 93,408 | $4.9M | 7/28/2026 |
| Walter W. Bettinger | ▼ Sell | Open Market | 42,265 | $4.4M | 7/28/2026 |
| Walter W. Bettinger | ▼ Sell | Open Market | 38,263 | $4.0M | 7/28/2026 |
| Walter W. Bettinger | ▼ Sell | Open Market | 12,880 | $1.4M | 7/28/2026 |
| Walter W. Bettinger | ▲ Buy | Option Exercise | 192,488 | $10.0M | 7/27/2026 |
| Walter W. Bettinger | ▼ Sell | Open Market | 192,488 | $20.0M | 7/27/2026 |
| Nigel J. Murtagh | ▲ Buy | Option Exercise | 32,947 | $1.5M | 7/27/2026 |
| Nigel J. Murtagh | ▼ Sell | Open Market | 21,947 | $2.3M | 7/27/2026 |
| Nigel J. Murtagh | ▼ Sell | Open Market | 11,000 | $1.1M | 7/27/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 45,500 | $4.6M | 7/24/2026 |
| Peter J. Morgan III | ▼ Sell | Open Market | 6,952 | $709K | 7/23/2026 |
| Nigel J. Murtagh | ▲ Buy | Option Exercise | 4,053 | $190K | 7/21/2026 |
| Nigel J. Murtagh | ▼ Sell | Open Market | 4,053 | $422K | 7/21/2026 |
| Jonathan S. Beatty | ▼ Sell | Open Market | 2,000 | $208K | 7/21/2026 |
| Jonathan M. Craig | ▲ Buy | Option Exercise | 21,750 | $1.0M | 7/7/2026 |
| Jonathan M. Craig | ▼ Sell | Open Market | 21,750 | $2.2M | 7/7/2026 |
| Jonathan S. Beatty | ▼ Sell | Open Market | 2,000 | $204K | 7/7/2026 |
| Jonathan S. Beatty | ▼ Sell | Open Market | 2,000 | $200K | 7/6/2026 |
| Jonathan S. Beatty | ▼ Sell | Open Market | 2,000 | $194K | 7/2/2026 |
| Jonathan S. Beatty | ▼ Sell | Tax Withholding | 1,036 | $96K | 7/1/2026 |
| Stephen A. Ellis | ▲ Buy | Option Exercise | 2,258 | $57K | 6/23/2026 |
| Michael D. Verdeschi | ▼ Sell | Tax Withholding | 6,519 | $570K | 6/3/2026 |
| Richard A. Wurster | ▲ Buy | Open Market | 21,959 | $1.8M | 5/28/2026 |
| John K. Adams Jr. | ▲ Buy | Grant | 1,602 | $0 | 5/26/2026 |
| Charles A. Ruffel | ▲ Buy | Grant | 1,602 | $0 | 5/26/2026 |
| Carolyn Schwab-Pomerantz | ▲ Buy | Grant | 1,602 | $0 | 5/26/2026 |
| Joan Dea | ▲ Buy | Grant | 1,602 | $0 | 5/26/2026 |
| Marianne Catherine Brown | ▲ Buy | Grant | 1,602 | $0 | 5/26/2026 |
| Christopher Dodds V | ▲ Buy | Grant | 1,602 | $0 | 5/26/2026 |
| Frank C. Herringer | ▲ Buy | Grant | 1,602 | $0 | 5/26/2026 |
| Paula A. Sneed | ▲ Buy | Grant | 1,602 | $0 | 5/26/2026 |
| Stephen A. Ellis | ▲ Buy | Grant | 1,602 | $0 | 5/26/2026 |
| Arun Sarin | ▲ Buy | Grant | 1,602 | $0 | 5/26/2026 |
| Charles R. Schwab | ▼ Sell | Gift | 210,000 | $0 | 5/22/2026 |
| Joan Dea | ▼ Sell | Gift | 835 | $0 | 5/21/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 27,500 | $2.5M | 5/19/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 27,500 | $2.5M | 5/18/2026 |
| Charles R. Schwab | ▼ Sell | Gift | 5,300 | $0 | 5/15/2026 |
| Arun Sarin | ▲ Buy | Option Exercise | 7,866 | $228K | 5/13/2026 |
| Arun Sarin | ▼ Sell | Open Market | 2,500 | $228K | 5/13/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 109,300 | $10.1M | 5/6/2026 |
| Carolyn Schwab-Pomerantz | ▲ Buy | Option Exercise | 9,910 | $314K | 5/5/2026 |
| Carolyn Schwab-Pomerantz | ▼ Sell | Open Market | 9,910 | $915K | 5/5/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 109,300 | $10.0M | 5/4/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 55,000 | $5.1M | 5/1/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 50,000 | $4.6M | 4/30/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 63,743 | $5.8M | 4/29/2026 |
| Frank C. Herringer | ▲ Buy | Option Exercise | 7,866 | $228K | 4/28/2026 |
| Frank C. Herringer | ▼ Sell | Open Market | 2,520 | $228K | 4/28/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 36,450 | $3.3M | 4/27/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 36,450 | $3.3M | 4/23/2026 |
| Woolway Paul V | ▲ Buy | Option Exercise | 7,941 | $413K | 4/15/2026 |
| Woolway Paul V | ▼ Sell | Open Market | 7,941 | $794K | 4/15/2026 |
| Woolway Paul V | ▲ Buy | Option Exercise | 7,942 | $413K | 4/14/2026 |
| Woolway Paul V | ▼ Sell | Open Market | 7,942 | $778K | 4/14/2026 |
| Jonathan M. Craig | ▲ Buy | Option Exercise | 21,750 | $1.0M | 4/14/2026 |
| Jonathan M. Craig | ▼ Sell | Open Market | 21,750 | $2.2M | 4/14/2026 |
| Nigel J. Murtagh | ▲ Buy | Option Exercise | 41,297 | $2.1M | 4/14/2026 |
| Nigel J. Murtagh | ▼ Sell | Open Market | 41,297 | $4.1M | 4/14/2026 |
| Stephen A. Ellis | ▲ Buy | Option Exercise | 1,899 | $54K | 3/24/2026 |
| Stephen A. Ellis | ▲ Buy | Option Exercise | 7,866 | $228K | 3/24/2026 |
| Woolway Paul V | ▼ Sell | Open Market | 3,626 | $342K | 3/3/2026 |
| Woolway Paul V | ▼ Sell | Open Market | 2,500 | $237K | 3/3/2026 |
| Nigel J. Murtagh | ▼ Sell | Open Market | 4,463 | $421K | 3/3/2026 |
| Nigel J. Murtagh | ▼ Sell | Open Market | 2,740 | $260K | 3/3/2026 |
| Jonathan M. Craig | ▼ Sell | Open Market | 9,032 | $853K | 3/3/2026 |
| Jonathan M. Craig | ▼ Sell | Open Market | 5,449 | $517K | 3/3/2026 |
| Dennis Howard | ▼ Sell | Open Market | 6,269 | $592K | 3/3/2026 |
| Dennis Howard | ▼ Sell | Open Market | 3,839 | $364K | 3/3/2026 |
| Woolway Paul V | ▲ Buy | Option Exercise | 15,884 | $827K | 3/2/2026 |
| Woolway Paul V | ▼ Sell | Open Market | 7,942 | $748K | 3/2/2026 |
| Woolway Paul V | ▼ Sell | Open Market | 7,942 | $762K | 3/2/2026 |
| Jonathan M. Craig | ▲ Buy | Grant | 25,633 | $0 | 3/1/2026 |
| Jonathan M. Craig | ▼ Sell | Tax Withholding | 11,152 | $1.1M | 3/1/2026 |
| Nigel J. Murtagh | ▲ Buy | Grant | 16,312 | $0 | 3/1/2026 |
| Nigel J. Murtagh | ▼ Sell | Tax Withholding | 9,109 | $868K | 3/1/2026 |
| Dennis Howard | ▲ Buy | Grant | 16,312 | $0 | 3/1/2026 |
| Dennis Howard | ▼ Sell | Tax Withholding | 6,204 | $591K | 3/1/2026 |
| Charles R. Schwab | ▲ Buy | Grant | 38,838 | $0 | 3/1/2026 |
| Charles R. Schwab | ▼ Sell | Tax Withholding | 15,283 | $1.5M | 3/1/2026 |
| Woolway Paul V | ▲ Buy | Grant | 8,156 | $0 | 3/1/2026 |
| Woolway Paul V | ▼ Sell | Tax Withholding | 2,030 | $183K | 3/1/2026 |
| Walter W. Bettinger | ▲ Buy | Grant | 141,757 | $0 | 3/1/2026 |
| Walter W. Bettinger | ▼ Sell | Tax Withholding | 60,743 | $5.8M | 3/1/2026 |
| Richard A. Wurster | ▲ Buy | Grant | 62,140 | $0 | 3/1/2026 |
| Richard A. Wurster | ▼ Sell | Tax Withholding | 22,879 | $2.2M | 3/1/2026 |
| Peter J. Morgan III | ▲ Buy | Grant | 11,263 | $0 | 3/1/2026 |
| Peter J. Morgan III | ▼ Sell | Tax Withholding | 4,311 | $411K | 3/1/2026 |
| Jonathan S. Beatty | ▼ Sell | Open Market | 2,030 | $193K | 2/27/2026 |
| Stephen A. Ellis | ▼ Sell | Open Market | 10,725 | $1.0M | 2/26/2026 |
| Dennis Howard | ▲ Buy | Option Exercise | 27,903 | $1.8M | 2/25/2026 |
| Dennis Howard | ▼ Sell | Open Market | 27,903 | $2.7M | 2/25/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 32,413 | $3.4M | 2/10/2026 |
| Charles R. Schwab | ▼ Sell | Gift | 60,000 | $0 | 2/9/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 126,200 | $13.4M | 2/9/2026 |
| Walter W. Bettinger | ▲ Buy | Option Exercise | 67,514 | $2.9M | 2/6/2026 |
| Walter W. Bettinger | ▼ Sell | Open Market | 67,514 | $7.0M | 2/6/2026 |
| Christopher Dodds V | ▲ Buy | Option Exercise | 4,390 | $320K | 2/6/2026 |
| Christopher Dodds V | ▲ Buy | Option Exercise | 4,703 | $295K | 2/6/2026 |
| Christopher Dodds V | ▲ Buy | Option Exercise | 2,732 | $142K | 2/6/2026 |
| Christopher Dodds V | ▼ Sell | Open Market | 11,825 | $1.2M | 2/6/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 67,975 | $7.1M | 2/4/2026 |
| Walter W. Bettinger | ▲ Buy | Option Exercise | 94,948 | $4.1M | 2/4/2026 |
| Walter W. Bettinger | ▼ Sell | Open Market | 94,948 | $9.9M | 2/4/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 96,625 | $10.0M | 2/3/2026 |
| Walter W. Bettinger | ▲ Buy | Option Exercise | 162,462 | $7.0M | 2/3/2026 |
| Walter W. Bettinger | ▼ Sell | Open Market | 141,033 | $14.6M | 2/3/2026 |
| Walter W. Bettinger | ▼ Sell | Open Market | 21,429 | $2.2M | 2/3/2026 |
| Peter J. Morgan III | ▲ Buy | Option Exercise | 7,595 | $505K | 2/2/2026 |
| Peter J. Morgan III | ▼ Sell | Open Market | 7,595 | $793K | 2/2/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 145,650 | $15.0M | 1/29/2026 |
| Charles R. Schwab | ▲ Buy | Option Exercise | 44,962 | $1.2M | 1/28/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 44,962 | $4.6M | 1/28/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 26,475 | $2.7M | 1/28/2026 |
| Charles R. Schwab | ▲ Buy | Option Exercise | 134,895 | $3.6M | 1/26/2026 |
| Charles R. Schwab | ▼ Sell | Open Market | 134,895 | $13.9M | 1/26/2026 |
| Carolyn Schwab-Pomerantz | ▼ Sell | Open Market | 19,050 | $2.0M | 1/22/2026 |
| Carolyn Schwab-Pomerantz | ▼ Sell | Open Market | 9,525 | $1.0M | 1/22/2026 |
| Carolyn Schwab-Pomerantz | ▼ Sell | Open Market | 9,525 | $1.0M | 1/22/2026 |
| Carolyn Schwab-Pomerantz | ▼ Sell | Open Market | 4,765 | $500K | 1/22/2026 |
| Jonathan S. Beatty | ▲ Buy | Option Exercise | 2,000 | $93K | 1/22/2026 |
| Jonathan S. Beatty | ▼ Sell | Open Market | 2,000 | $210K | 1/22/2026 |
| Jonathan S. Beatty | ▲ Buy | Option Exercise | 2,000 | $93K | 12/23/2025 |
| Jonathan S. Beatty | ▼ Sell | Open Market | 2,000 | $204K | 12/23/2025 |
| Stephen A. Ellis | ▲ Buy | Option Exercise | 1,922 | $61K | 12/16/2025 |
| Charles A. Ruffel | ▼ Sell | Gift | 8,372 | $0 | 11/19/2025 |
| Paula A. Sneed | ▼ Sell | Gift | 8,680 | $0 | 11/13/2025 |
| Nigel J. Murtagh | ▼ Sell | Gift | 1,032 | $0 | 11/12/2025 |
| Jonathan S. Beatty | ▲ Buy | Option Exercise | 3,072 | $143K | 11/12/2025 |
| Jonathan S. Beatty | ▼ Sell | Open Market | 3,072 | $301K | 11/12/2025 |
| Charles R. Schwab | ▼ Sell | Gift | 52,500 | $0 | 11/12/2025 |
| Carolyn Schwab-Pomerantz | ▼ Sell | Gift | 298 | $0 | 11/10/2025 |
| Walter W. Bettinger | ▼ Sell | Gift | 61,388 | $0 | 11/10/2025 |
| Woolway Paul V | ▼ Sell | Gift | 1,089 | $0 | 11/10/2025 |
| Woolway Paul V | ▼ Sell | Gift | 398 | $0 | 11/10/2025 |
| Woolway Paul V | ▼ Sell | Gift | 398 | $0 | 11/10/2025 |
| Jonathan M. Craig | ▲ Buy | Option Exercise | 35,188 | $1.5M | 11/7/2025 |
| Jonathan M. Craig | ▼ Sell | Open Market | 35,188 | $3.4M | 11/7/2025 |
| Charles R. Schwab | ▼ Sell | Open Market | 44,750 | $4.2M | 10/29/2025 |
| Woolway Paul V | ▼ Sell | Gift | 3,823 | $0 | 10/29/2025 |
| Charles R. Schwab | ▼ Sell | Open Market | 64,400 | $6.1M | 10/28/2025 |
| Charles R. Schwab | ▼ Sell | Gift | 31,750 | $0 | 10/24/2025 |
| Charles R. Schwab | ▼ Sell | Gift | 18,595 | $0 | 10/23/2025 |
| Carolyn Schwab-Pomerantz | ▼ Sell | Open Market | 14,400 | $1.3M | 10/2/2025 |
| Carolyn Schwab-Pomerantz | ▼ Sell | Open Market | 9,600 | $889K | 10/2/2025 |
| Woolway Paul V | ▼ Sell | Open Market | 1,913 | $178K | 10/1/2025 |
| Woolway Paul V | ▼ Sell | Open Market | 1,292 | $121K | 10/1/2025 |
| Stephen A. Ellis | ▲ Buy | Option Exercise | 2,105 | $60K | 9/23/2025 |
| Carolyn Schwab-Pomerantz | ▼ Sell | Open Market | 14,400 | $1.4M | 9/4/2025 |
| Carolyn Schwab-Pomerantz | ▼ Sell | Open Market | 9,600 | $928K | 9/4/2025 |
| Woolway Paul V | ▼ Sell | Open Market | 3,205 | $305K | 9/2/2025 |
| Jonathan S. Beatty | ▲ Buy | Option Exercise | 6,144 | $285K | 8/28/2025 |
| Jonathan S. Beatty | ▼ Sell | Open Market | 6,144 | $595K | 8/28/2025 |
| Jonathan S. Beatty | ▼ Sell | Open Market | 3,296 | $320K | 8/27/2025 |
| Peter J. Morgan III | ▲ Buy | Option Exercise | 2,203 | $102K | 8/27/2025 |
| Peter J. Morgan III | ▲ Buy | Option Exercise | 47,813 | $3.1M | 8/27/2025 |
| Peter J. Morgan III | ▼ Sell | Open Market | 50,016 | $4.9M | 8/27/2025 |
| Charles R. Schwab | ▼ Sell | Open Market | 136,500 | $13.2M | 8/27/2025 |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 16, 2026
Charles Schwab Highlights AI Rules, Tax‑Aware Strategy and Q3 Outlook
Charles Schwab’s chief executive said AI‑driven trading agents will need clear regulatory guidelines, emphasizing the firm’s cautious stance on automated investing. The bank also announced a new tax‑aware investment strategy that has drawn significant assets from high‑net‑worth clients. UBS described the third‑quarter earnings report as “somewhat low quality,” though it noted continued strong organic growth. Additionally, the CEO mentioned expanding the firm’s prediction‑market offerings.
Charles Schwab Highlights AI Rules, Tax‑Aware Strategy and Q3 Outlook. Charles Schwab’s chief executive said AI‑driven trading agents will need clear regulatory guidelines, emphasizing the firm’s cautious stance on automated investing. The bank also announced a new tax‑aware investment strategy that has drawn significant assets from high‑net‑worth clients. UBS described the third‑quarter earnings report as “somewhat low quality,” though it noted continued strong organic growth. Additionally, the CEO mentioned expanding the firm’s prediction‑market offerings.