Insider Transactions in Q2 2025 at Schwab Charles Corp (SCHW)
Insider Transaction List (Q2 2025)
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jun 05
2025
|
Carolyn Schwab Pomerantz Director |
SELL
Open market or private sale
|
Indirect |
24,000
-1.46%
|
$2,088,000
$87.25 P/Share
|
|
Jun 03
2025
|
Michael D Verdeschi CFO |
SELL
Payment of exercise price or tax liability
|
Direct |
5,888
-9.84%
|
$512,256
$87.54 P/Share
|
|
Jun 02
2025
|
Paul V Woolway MD, Chief Banking Officer |
SELL
Open market or private sale
|
Indirect |
3,290
-7.75%
|
$286,230
$87.68 P/Share
|
|
May 30
2025
|
Jonathan S Beatty MD, Head of Advisor Services |
SELL
Open market or private sale
|
Indirect |
2,850
-15.77%
|
$247,950
$87.57 P/Share
|
|
May 28
2025
|
Nigel J Murtagh Chief Risk Officer |
SELL
Open market or private sale
|
Direct |
25,000
-29.76%
|
$2,200,000
$88.2 P/Share
|
|
May 28
2025
|
Nigel J Murtagh Chief Risk Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
25,000
+22.94%
|
$1,025,000
$41.98 P/Share
|
|
May 27
2025
|
Todd M Ricketts Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,462
+0.38%
|
-
|
|
May 27
2025
|
Gerri Martin Flickinger Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,462
+20.22%
|
-
|
|
May 27
2025
|
Paula A Sneed Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,462
+15.33%
|
-
|
|
May 27
2025
|
Paula A Sneed Director |
SELL
Open market or private sale
|
Indirect |
8,647
-7.57%
|
$760,936
$88.06 P/Share
|
|
May 27
2025
|
Charles A. Ruffel Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,462
+7.47%
|
-
|
|
May 27
2025
|
Arun Sarin Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,462
+12.05%
|
-
|
|
May 27
2025
|
Carolyn Schwab Pomerantz Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,462
+13.19%
|
-
|
|
May 27
2025
|
Stephen A Ellis Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,462
+13.92%
|
-
|
|
May 27
2025
|
Frank C Herringer Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,462
+12.05%
|
-
|
|
May 27
2025
|
Marianne Catherine Brown Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,462
+8.49%
|
-
|
|
May 27
2025
|
Joan Dea Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,462
+4.93%
|
-
|
|
May 27
2025
|
Christopher V Dodds Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,462
+12.05%
|
-
|
|
May 27
2025
|
John K Adams Jr Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,462
+2.92%
|
-
|
|
May 22
2025
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
34,585
-0.06%
|
$3,008,895
$87.5 P/Share
|
|
May 22
2025
|
Peter J. Morgan Iii General Counsel |
SELL
Open market or private sale
|
Direct |
10,176
-100.0%
|
$885,312
$87.39 P/Share
|
|
May 21
2025
|
Jonathan M. Craig MD, Head of Investor Services |
SELL
Open market or private sale
|
Indirect |
47,500
-100.0%
|
$4,180,000
$88.46 P/Share
|
|
May 21
2025
|
Jonathan M. Craig MD, Head of Investor Services |
BUY
Exercise of conversion of derivative security
|
Direct |
47,500
+100.0%
|
$1,947,500
$41.98 P/Share
|
|
May 21
2025
|
Charles A. Ruffel Director |
SELL
Open market or private sale
|
Direct |
5,556
-25.08%
|
$483,372
$87.65 P/Share
|
|
May 19
2025
|
Walter W Bettinger Co-Chairman |
SELL
Open market or private sale
|
Direct |
191,523
-20.03%
|
$17,045,547
$89.0 P/Share
|
|
May 16
2025
|
Carolyn Schwab Pomerantz Director |
SELL
Open market or private sale
|
Indirect |
18,010
-1.08%
|
$1,584,880
$88.74 P/Share
|
|
May 13
2025
|
Charles R. Schwab Co-Chairman |
SELL
Bona fide gift
|
Indirect |
80,000
-0.14%
|
-
|
|
May 12
2025
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
120,000
-0.2%
|
$10,200,000
$85.39 P/Share
|
|
May 09
2025
|
Richard A Wurster President & CEO |
SELL
Open market or private sale
|
Direct |
15,345
-7.95%
|
$1,288,980
$84.08 P/Share
|
|
May 08
2025
|
Paul V Woolway MD, Chief Banking Officer |
SELL
Open market or private sale
|
Indirect |
8,613
-16.87%
|
$732,105
$85.0 P/Share
|
|
May 08
2025
|
Paul V Woolway MD, Chief Banking Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
8,613
+20.32%
|
$353,133
$41.98 P/Share
|
|
May 08
2025
|
Charles R. Schwab Co-Chairman |
SELL
Bona fide gift
|
Indirect |
6,000
-0.01%
|
-
|
|
May 08
2025
|
Nigel J Murtagh Chief Risk Officer |
SELL
Open market or private sale
|
Direct |
25,000
-29.76%
|
$2,125,000
$85.0 P/Share
|
|
May 08
2025
|
Nigel J Murtagh Chief Risk Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
25,000
+22.94%
|
$1,050,000
$42.99 P/Share
|
|
May 08
2025
|
Jonathan S Beatty MD, Head of Advisor Services |
SELL
Open market or private sale
|
Indirect |
3,658
-16.84%
|
$310,930
$85.0 P/Share
|
|
May 08
2025
|
Jonathan S Beatty MD, Head of Advisor Services |
BUY
Exercise of conversion of derivative security
|
Direct |
3,658
+7.62%
|
$160,952
$44.24 P/Share
|
|
May 07
2025
|
Charles R. Schwab Co-Chairman |
SELL
Bona fide gift
|
Indirect |
62,500
-0.11%
|
-
|
|
May 06
2025
|
Nigel J Murtagh Chief Risk Officer |
SELL
Bona fide gift
|
Direct |
121
-0.2%
|
-
|
|
May 06
2025
|
Charles R. Schwab Co-Chairman |
SELL
Bona fide gift
|
Indirect |
80,000
-0.14%
|
-
|
|
May 05
2025
|
Richard A Wurster President & CEO |
SELL
Bona fide gift
|
Direct |
2,877
-1.47%
|
-
|
|
May 05
2025
|
Charles R. Schwab Co-Chairman |
SELL
Bona fide gift
|
Indirect |
75,000
-0.13%
|
-
|
|
May 01
2025
|
Paul V Woolway MD, Chief Banking Officer |
SELL
Open market or private sale
|
Indirect |
11,994
-11.6%
|
$971,514
$81.58 P/Share
|
|
May 01
2025
|
Paul V Woolway MD, Chief Banking Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
8,614
+20.33%
|
$353,174
$41.98 P/Share
|
|
May 01
2025
|
Carolyn Schwab Pomerantz Director |
SELL
Open market or private sale
|
Indirect |
24,000
-1.41%
|
$1,944,000
$81.14 P/Share
|
|
May 01
2025
|
Jonathan M. Craig MD, Head of Investor Services |
SELL
Open market or private sale
|
Indirect |
9,559
-100.0%
|
$783,838
$82.0 P/Share
|
|
May 01
2025
|
Jonathan M. Craig MD, Head of Investor Services |
BUY
Exercise of conversion of derivative security
|
Direct |
9,559
+100.0%
|
$401,478
$42.99 P/Share
|
|
Apr 30
2025
|
Charles R. Schwab Co-Chairman |
SELL
Bona fide gift
|
Indirect |
625,000
-1.04%
|
-
|
|
Apr 28
2025
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
37,585
-0.06%
|
$2,969,215
$79.55 P/Share
|
|
Apr 22
2025
|
Carolyn Schwab Pomerantz Director |
SELL
Open market or private sale
|
Indirect |
6,897
-0.44%
|
$524,172
$76.77 P/Share
|
|
Apr 22
2025
|
Carolyn Schwab Pomerantz Director |
BUY
Exercise of conversion of derivative security
|
Direct |
6,897
+45.8%
|
$213,807
$31.37 P/Share
|