Schwab Charles R. — SEC Form 4 filings
SEC reporting owner CIK 923738. 55 Form 4 filings on record with FilingPulse; latest filed 2026-08-28.
Transaction summary — filings shown
Covers the 50 most recent of 55 filings on record, filed 2024-04-24 to 2026-08-28. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 1 leg across 1 filing — 1,700,723 shares, $3,401,446 total (shares × price as filed).
- Open-market sales (code S, non-derivative): 53 legs across 32 filings — 3,688,788 shares, $339,126,230 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 48.
- Largest priced transaction: sale of 145,650 shares @ $103.16 ($15,025,968) in SCHWAB CHARLES CORP, filed 2026-02-02.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| SCHWAB CHARLES CORP (SCHW) | Co-Chairman, Director | 45 | — | 53 legs · 3,688,788 sh · $339,126,230 | 39 |
| Local Bounti Corporation/DE (LOCL) | 10% owner | 5 | 1 leg · 1,700,723 sh · $3,401,446 | — | 9 |
Form 4 filings — Schwab Charles R.
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-28 | 4 | SCHWAB CHARLES CORP (SCHW) | Gift (G): 9,300 @ $0 | EDGAR |
| 2026-08-26 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 117,000 @ $113.20 | EDGAR |
| 2026-08-19 | 4 | SCHWAB CHARLES CORP (SCHW) | Gift (G): 45,500 @ $0 · Gift (G): 54,550 @ $0 | EDGAR |
| 2026-08-13 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 46,410 @ $108.18 | EDGAR |
| 2026-08-11 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 46,445 @ $107.78 | EDGAR |
| 2026-08-10 | 4 | Local Bounti Corporation/DE (LOCL) | Purchase (P) · Purchase (P): 1,000,000 (derivative) | EDGAR |
| 2026-08-10 | 4 | SCHWAB CHARLES CORP (SCHW) | Gift (G): 37,200 @ $0 | EDGAR |
| 2026-08-04 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 95,250 @ $105.52 · Sale (S): 47,650 @ $106.08 | EDGAR |
| 2026-07-30 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 48,000 @ $105.60 · Gift (G): 60,000 @ $0 · Sale (S): 95,450 @ $105.82 | EDGAR |
| 2026-07-28 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 45,500 @ $101.72 | EDGAR |
| 2026-05-26 | 4 | SCHWAB CHARLES CORP (SCHW) | Gift (G): 210,000 @ $0 | EDGAR |
| 2026-05-20 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 27,500 @ $92.22 | EDGAR |
| 2026-05-18 | 4 | SCHWAB CHARLES CORP (SCHW) | Gift (G): 5,300 @ $0 · Sale (S): 27,500 @ $92.40 | EDGAR |
| 2026-05-06 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 109,300 @ $91.50 · Sale (S): 109,300 @ $92.01 | EDGAR |
| 2026-05-01 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 63,743 @ $90.49 · Sale (S): 50,000 @ $91.81 · Sale (S): 55,000 @ $91.86 | EDGAR |
| 2026-04-27 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 36,450 @ $90.50 · Sale (S): 36,450 @ $90.00 | EDGAR |
| 2026-03-17 | 4 | Local Bounti Corporation/DE (LOCL) | Purchase (P) · Purchase (P): 5,500,000 (derivative) | EDGAR |
| 2026-03-03 | 4 | SCHWAB CHARLES CORP (SCHW) | Grant/award (A): 38,838 @ $0 · Tax withholding (F): 15,283 @ $95.31 · Grant/award (A): 72,489 (derivative) @ $0 | EDGAR |
| 2026-02-11 | 4 | SCHWAB CHARLES CORP (SCHW) | Gift (G): 60,000 @ $0 · Sale (S): 126,200 @ $106.55 · Sale (S): 32,413 @ $105.58 | EDGAR |
| 2026-02-05 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 96,625 @ $103.74 · Sale (S): 67,975 @ $103.81 | EDGAR |
| 2026-02-02 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 145,650 @ $103.16 | EDGAR |
| 2026-01-28 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 134,895 @ $26.39 · Sale (S): 134,895 @ $103.09 · Option exercise (M): 44,962 @ $26.39 · Sale (S): 44,962 @ $103.20 · Sale (S): 26,475 @ $103.22 · Option exercise (M): 134,895 (derivative) @ $0 · +1 more | EDGAR |
| 2025-11-14 | 4 | SCHWAB CHARLES CORP (SCHW) | Gift (G): 52,500 @ $0 | EDGAR |
| 2025-10-30 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 64,400 @ $94.00 · Sale (S): 44,750 @ $94.52 | EDGAR |
| 2025-10-24 | 4 | SCHWAB CHARLES CORP (SCHW) | Gift (G): 18,595 @ $0 · Gift (G): 31,750 @ $0 | EDGAR |
| 2025-08-28 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 136,500 @ $96.67 · Sale (S): 136,500 @ $97.04 | EDGAR |
| 2025-08-11 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 22,721 @ $96.02 · Sale (S): 28,653 @ $96.60 · Sale (S): 104,500 @ $96.84 | EDGAR |
| 2025-08-05 | 4 | Local Bounti Corporation/DE (LOCL) | Purchase (P) · Purchase (P): 550,000 (derivative) | EDGAR |
| 2025-06-13 | 4 | Local Bounti Corporation/DE (LOCL) | Conversion (C): 10,299,277 @ $0 · Conversion (C): 10,299,277 (derivative) @ $0 | EDGAR |
| 2025-05-27 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 34,585 @ $87.50 | EDGAR |
| 2025-05-14 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 120,000 @ $85.39 · Gift (G): 80,000 @ $0 | EDGAR |
| 2025-05-09 | 4 | SCHWAB CHARLES CORP (SCHW) | Gift (G): 62,500 @ $0 · Gift (G): 6,000 @ $0 | EDGAR |
| 2025-05-06 | 4 | SCHWAB CHARLES CORP (SCHW) | Gift (G): 75,000 @ $0 · Gift (G): 80,000 @ $0 | EDGAR |
| 2025-05-01 | 4 | SCHWAB CHARLES CORP (SCHW) | Gift (G): 625,000 @ $0 | EDGAR |
| 2025-04-29 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 37,585 @ $79.55 | EDGAR |
| 2025-04-02 | 4 | Local Bounti Corporation/DE (LOCL) | Purchase (P): 1,700,723 @ $2 · Purchase (P): 10,299,277 (derivative) @ $2 | EDGAR |
| 2025-03-04 | 4 | SCHWAB CHARLES CORP (SCHW) | Grant/award (A): 66,263 @ $0 · Tax withholding (F): 26,075 @ $79.05 · Grant/award (A): 91,200 (derivative) @ $0 | EDGAR |
| 2025-03-03 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 55,598 @ $79.14 | EDGAR |
| 2025-02-25 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 123,900 @ $81.90 · Sale (S): 100 @ $82.36 · Gift (G): 62,500 @ $0 · Gift (G): 25,000 @ $0 | EDGAR |
| 2025-02-19 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 5,865 @ $81.40 · Sale (S): 124,000 @ $81.96 | EDGAR |
| 2025-02-14 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 180,506 @ $30.17 · Sale (S): 180,506 @ $82.09 · Sale (S): 113,051 @ $81.20 · Sale (S): 11,949 @ $81.60 · Option exercise (M): 180,506 (derivative) @ $0 | EDGAR |
| 2024-10-22 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 17,225 @ $70.90 | EDGAR |
| 2024-10-17 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 62,345 @ $28.44 · Sale (S): 62,345 @ $72.52 · Option exercise (M): 62,345 (derivative) @ $0 | EDGAR |
| 2024-08-02 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 67,386 @ $27.45 · Sale (S): 67,386 @ $65.11 · Option exercise (M): 67,386 (derivative) @ $0 | EDGAR |
| 2024-05-22 | 4 | SCHWAB CHARLES CORP (SCHW) | Gift (G): 64,100 @ $0 | EDGAR |
| 2024-05-16 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 65,360 @ $76.89 · Sale (S): 58,065 @ $78.08 | EDGAR |
| 2024-05-10 | 4 | SCHWAB CHARLES CORP (SCHW) | Gift (G): 65,790 @ $0 · Gift (G): 34,000 @ $0 | EDGAR |
| 2024-05-08 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 66,225 @ $75.51 · Sale (S): 65,790 @ $76.40 | EDGAR |
| 2024-04-30 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 59,905 @ $74.96 · Sale (S): 59,906 @ $74.78 | EDGAR |
| 2024-04-24 | 4 | SCHWAB CHARLES CORP (SCHW) | Gift (G): 26,900 @ $0 · Sale (S): 89,275 @ $74.62 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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