Insider Transactions in Q1 2025 at Schwab Charles Corp (SCHW)
Insider Transaction List (Q1 2025)
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Mar 31
2025
|
Todd M Ricketts Director |
BUY
Bona fide gift
|
Direct |
290,608
+35.6%
|
-
|
|
Mar 24
2025
|
Paul V Woolway MD, Chief Banking Officer |
SELL
Open market or private sale
|
Indirect |
8,614
-14.9%
|
$689,120
$80.0 P/Share
|
|
Mar 24
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
|
|
Mar 14
2025
|
Charles A. Ruffel Director |
BUY
Exercise of conversion of derivative security
|
Direct |
8,584
+27.93%
|
$369,112
$43.21 P/Share
|
|
Mar 06
2025
|
Carolyn Schwab Pomerantz Director |
SELL
Open market or private sale
|
Indirect |
24,000
-1.37%
|
$1,800,000
$75.58 P/Share
|
|
Mar 06
2025
|
Jonathan M. Craig MD, Head of Investor Services |
SELL
Open market or private sale
|
Indirect |
23,258
-100.0%
|
$1,744,350
$75.59 P/Share
|
|
Mar 05
2025
|
Paul V Woolway MD, Chief Banking Officer |
SELL
Open market or private sale
|
Indirect |
9,887
-17.1%
|
$741,525
$75.38 P/Share
|
|
Mar 05
2025
|
Nigel J Murtagh Chief Risk Officer |
SELL
Open market or private sale
|
Direct |
15,229
-20.49%
|
$1,142,175
$75.38 P/Share
|
|
Mar 03
2025
|
Nigel J Murtagh Chief Risk Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
11,277
-13.17%
|
$890,883
$79.05 P/Share
|
|
Mar 03
2025
|
Jonathan M. Craig MD, Head of Investor Services |
SELL
Open market or private sale
|
Indirect |
28,668
-55.21%
|
$2,264,772
$79.32 P/Share
|
|
Mar 03
2025
|
Jonathan M. Craig MD, Head of Investor Services |
BUY
Exercise of conversion of derivative security
|
Direct |
28,668
+100.0%
|
$1,204,056
$42.99 P/Share
|
|
Mar 03
2025
|
Jonathan M. Craig MD, Head of Investor Services |
SELL
Payment of exercise price or tax liability
|
Direct |
19,151
-100.0%
|
$1,512,929
$79.05 P/Share
|
|
Mar 03
2025
|
Richard A Wurster President & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
34,608
-15.01%
|
$2,734,032
$79.05 P/Share
|
|
Mar 03
2025
|
Paul V Woolway MD, Chief Banking Officer |
SELL
Open market or private sale
|
Indirect |
3,380
-5.52%
|
$267,020
$79.32 P/Share
|
|
Mar 03
2025
|
Paul V Woolway MD, Chief Banking Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
3,367
-8.77%
|
$265,993
$79.05 P/Share
|
|
Mar 03
2025
|
Walter W Bettinger Co-Chairman |
SELL
Payment of exercise price or tax liability
|
Direct |
96,539
-9.17%
|
$7,626,581
$79.05 P/Share
|
|
Mar 03
2025
|
Peter J. Morgan Iii General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
8,378
-45.15%
|
$661,862
$79.05 P/Share
|
|
Mar 03
2025
|
Charles R. Schwab Co-Chairman |
BUY
Payment of exercise price or tax liability
|
Direct |
26,075
+100.0%
|
$2,059,925
$79.05 P/Share
|
|
Mar 01
2025
|
Jonathan S Beatty MD, Head of Advisor Services |
SELL
Payment of exercise price or tax liability
|
Direct |
2,088
-4.49%
|
$164,952
$79.05 P/Share
|
|
Mar 01
2025
|
Jonathan S Beatty MD, Head of Advisor Services |
BUY
Exercise of conversion of derivative security
|
Direct |
9,482
+16.95%
|
-
|
|
Mar 01
2025
|
Nigel J Murtagh Chief Risk Officer |
BUY
Grant, award, or other acquisition
|
Direct |
26,506
+23.64%
|
-
|
|
Mar 01
2025
|
Jonathan M. Craig MD, Head of Investor Services |
BUY
Grant, award, or other acquisition
|
Direct |
42,409
+50.0%
|
-
|
|
Mar 01
2025
|
Richard A Wurster President & CEO |
BUY
Grant, award, or other acquisition
|
Direct |
92,770
+28.7%
|
-
|
|
Mar 01
2025
|
Paul V Woolway MD, Chief Banking Officer |
BUY
Grant, award, or other acquisition
|
Direct |
13,254
+25.66%
|
-
|
|
Mar 01
2025
|
Walter W Bettinger Co-Chairman |
BUY
Grant, award, or other acquisition
|
Direct |
225,295
+17.63%
|
-
|
|
Mar 01
2025
|
Peter J. Morgan Iii General Counsel |
BUY
Grant, award, or other acquisition
|
Direct |
18,554
+50.0%
|
-
|
|
Mar 01
2025
|
Charles R. Schwab Co-Chairman |
BUY
Grant, award, or other acquisition
|
Direct |
66,263
+50.0%
|
-
|
|
Feb 27
2025
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
55,598
-0.09%
|
$4,392,242
$79.14 P/Share
|
|
Feb 24
2025
|
Charles R. Schwab Co-Chairman |
SELL
Bona fide gift
|
Indirect |
87,500
-0.22%
|
-
|
|
Feb 21
2025
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
124,000
-0.1%
|
$10,168,000
$82.13 P/Share
|
|
Feb 19
2025
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
124,000
-0.21%
|
$10,044,000
$81.96 P/Share
|
|
Feb 18
2025
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
5,865
-0.01%
|
$475,065
$81.4 P/Share
|
|
Feb 13
2025
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
125,000
-0.1%
|
$10,125,000
$81.4 P/Share
|
|
Feb 12
2025
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
180,506
-0.3%
|
$14,801,492
$82.09 P/Share
|
|
Feb 12
2025
|
Charles R. Schwab Co-Chairman |
BUY
Exercise of conversion of derivative security
|
Direct |
180,506
+100.0%
|
$5,415,180
$30.17 P/Share
|
|
Feb 12
2025
|
Walter W Bettinger Co-Chairman |
SELL
Open market or private sale
|
Direct |
464,629
-18.44%
|
$38,099,578
$82.27 P/Share
|
|
Feb 12
2025
|
Walter W Bettinger Co-Chairman |
BUY
Exercise of conversion of derivative security
|
Direct |
464,629
+26.45%
|
$12,080,354
$26.39 P/Share
|
|
Feb 06
2025
|
Carolyn Schwab Pomerantz Director |
SELL
Open market or private sale
|
Indirect |
24,000
-1.35%
|
$1,968,000
$82.7 P/Share
|
|
Jan 23
2025
|
Arun Sarin Director |
SELL
Open market or private sale
|
Indirect |
8,548
-31.47%
|
$692,388
$81.82 P/Share
|
|
Jan 23
2025
|
Arun Sarin Director |
BUY
Exercise of conversion of derivative security
|
Direct |
8,548
+48.15%
|
$264,988
$31.21 P/Share
|
|
Jan 22
2025
|
Peter J. Morgan Iii General Counsel |
SELL
Open market or private sale
|
Direct |
14,643
-100.0%
|
$1,171,440
$80.7 P/Share
|
|
Jan 22
2025
|
Peter J. Morgan Iii General Counsel |
BUY
Exercise of conversion of derivative security
|
Direct |
14,643
+50.0%
|
$600,363
$41.98 P/Share
|
|
Jan 02
2025
|
Carolyn Schwab Pomerantz Director |
SELL
Open market or private sale
|
Indirect |
24,000
-1.33%
|
$1,776,000
$74.14 P/Share
|