Insider Transactions in Q2 2024 at Schwab Charles Corp (SCHW)
Insider Transaction List (Q2 2024)
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price | 
|---|---|---|---|---|---|
| 
           
            Jun 20                          
            2024                          
           
         |           
        Carolyn Schwab Pomerantz Director | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              9,000
              -0.48%
              
         |   
        
           
              $648,000              
              $72.49 P/Share              
                     
         | 
      
| 
           
            Jun 12                          
            2024                          
           
         |           
        Bernard J. Clark MD Head of Advisor Services | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              8,164
              -6.29%
              
         |   
        
           
              $612,300              
              $75.0 P/Share              
                     
         | 
      
| 
           
            Jun 12                          
            2024                          
           
         |           
        Bernard J. Clark MD Head of Advisor Services | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Direct | 
           
              8,164
              +100.0%
              
         |   
        
           
              $424,528              
              $52.05 P/Share              
                     
         | 
      
| 
           
            May 28                          
            2024                          
           
         |           
        John K Adams Jr Director | 
           
              BUY
             
            
                Grant, award, or other acquisition
             
           | 
        Direct | 
           
              1,809
              +3.71%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            May 28                          
            2024                          
           
         |           
        Charles A. Ruffel Director | 
           
              BUY
             
            
                Grant, award, or other acquisition
             
           | 
        Direct | 
           
              1,809
              +9.91%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            May 28                          
            2024                          
           
         |           
        Todd M Ricketts Director | 
           
              BUY
             
            
                Grant, award, or other acquisition
             
           | 
        Direct | 
           
              1,809
              +0.76%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            May 28                          
            2024                          
           
         |           
        Bernard J. Clark MD Head of Advisor Services | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              77,431
              -19.87%
              
         |   
        
           
              $5,497,601              
              $71.4 P/Share              
                     
         | 
      
| 
           
            May 28                          
            2024                          
           
         |           
        Bernard J. Clark MD Head of Advisor Services | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Direct | 
           
              28,670
              +100.0%
              
         |   
        
           
              $1,204,140              
              $42.99 P/Share              
                     
         | 
      
| 
           
            May 28                          
            2024                          
           
         |           
        Gerri Martin Flickinger Director | 
           
              BUY
             
            
                Grant, award, or other acquisition
             
           | 
        Direct | 
           
              1,809
              +29.59%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            May 28                          
            2024                          
           
         |           
        Paula A Sneed Director | 
           
              BUY
             
            
                Grant, award, or other acquisition
             
           | 
        Direct | 
           
              1,809
              +21.48%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            May 28                          
            2024                          
           
         |           
        Carolyn Schwab Pomerantz Director | 
           
              BUY
             
            
                Grant, award, or other acquisition
             
           | 
        Direct | 
           
              1,809
              +18.14%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            May 28                          
            2024                          
           
         |           
        Arun Sarin Director | 
           
              BUY
             
            
                Grant, award, or other acquisition
             
           | 
        Direct | 
           
              1,809
              +16.43%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            May 28                          
            2024                          
           
         |           
        Bharat Masrani Director | 
           
              BUY
             
            
                Grant, award, or other acquisition
             
           | 
        Direct | 
           
              1,809
              +19.91%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            May 28                          
            2024                          
           
         |           
        Brian M Levitt Director | 
           
              BUY
             
            
                Grant, award, or other acquisition
             
           | 
        Direct | 
           
              1,809
              +19.91%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            May 28                          
            2024                          
           
         |           
        Frank C Herringer Director | 
           
              BUY
             
            
                Grant, award, or other acquisition
             
           | 
        Direct | 
           
              1,809
              +16.43%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            May 28                          
            2024                          
           
         |           
        Marianne Catherine Brown Director | 
           
              BUY
             
            
                Grant, award, or other acquisition
             
           | 
        Direct | 
           
              1,809
              +11.24%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            May 28                          
            2024                          
           
         |           
        Stephen A Ellis Director | 
           
              BUY
             
            
                Grant, award, or other acquisition
             
           | 
        Direct | 
           
              1,809
              +16.43%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            May 28                          
            2024                          
           
         |           
        Joan Dea Director | 
           
              BUY
             
            
                Grant, award, or other acquisition
             
           | 
        Direct | 
           
              1,809
              +6.34%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            May 28                          
            2024                          
           
         |           
        Christopher V Dodds Director | 
           
              BUY
             
            
                Grant, award, or other acquisition
             
           | 
        Direct | 
           
              1,809
              +16.43%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            May 22                          
            2024                          
           
         |           
        Bharat Masrani Director | 
           
              SELL
             
            
                Payment of exercise price or tax liability
             
           | 
        Direct | 
           
              197
              -3.48%
              
         |   
        
           
              $15,366              
              $78.71 P/Share              
                     
         | 
      
| 
           
            May 22                          
            2024                          
           
         |           
        Brian M Levitt Director | 
           
              SELL
             
            
                Payment of exercise price or tax liability
             
           | 
        Direct | 
           
              197
              -3.48%
              
         |   
        
           
              $15,366              
              $78.71 P/Share              
                     
         | 
      
| 
           
            May 20                          
            2024                          
           
         |           
        Carolyn Schwab Pomerantz Director | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              9,000
              -0.47%
              
         |   
        
           
              $702,000              
              $78.41 P/Share              
                     
         | 
      
| 
           
            May 20                          
            2024                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              64,100
              -0.11%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            May 19                          
            2024                          
           
         |           
        Bharat Masrani Director | 
           
              SELL
             
            
                Payment of exercise price or tax liability
             
           | 
        Direct | 
           
              162
              -2.78%
              
         |   
        
           
              $12,636              
              $78.5 P/Share              
                     
         | 
      
| 
           
            May 19                          
            2024                          
           
         |           
        Brian M Levitt Director | 
           
              SELL
             
            
                Payment of exercise price or tax liability
             
           | 
        Direct | 
           
              162
              -2.78%
              
         |   
        
           
              $12,636              
              $78.5 P/Share              
                     
         | 
      
| 
           
            May 17                          
            2024                          
           
         |           
        Bharat Masrani Director | 
           
              SELL
             
            
                Payment of exercise price or tax liability
             
           | 
        Direct | 
           
              241
              -3.97%
              
         |   
        
           
              $18,557              
              $77.92 P/Share              
                     
         | 
      
| 
           
            May 17                          
            2024                          
           
         |           
        Brian M Levitt Director | 
           
              SELL
             
            
                Payment of exercise price or tax liability
             
           | 
        Direct | 
           
              241
              -3.97%
              
         |   
        
           
              $18,557              
              $77.92 P/Share              
                     
         | 
      
| 
           
            May 15                          
            2024                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              58,065
              -0.1%
              
         |   
        
           
              $4,529,070              
              $78.08 P/Share              
                     
         | 
      
| 
           
            May 14                          
            2024                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              65,360
              -0.11%
              
         |   
        
           
              $4,967,360              
              $76.89 P/Share              
                     
         | 
      
| 
           
            May 09                          
            2024                          
           
         |           
        Carolyn Schwab Pomerantz Director | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              26,315
              -1.55%
              
         |   
        
           
              $1,999,940              
              $76.13 P/Share              
                     
         | 
      
| 
           
            May 09                          
            2024                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              34,000
              -0.06%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            May 08                          
            2024                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              65,790
              -0.11%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            May 06                          
            2024                          
           
         |           
        Carolyn Schwab Pomerantz Director | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              13,113
              -0.77%
              
         |   
        
           
              $996,588              
              $76.38 P/Share              
                     
         | 
      
| 
           
            May 06                          
            2024                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              65,790
              -0.11%
              
         |   
        
           
              $5,000,040              
              $76.4 P/Share              
                     
         | 
      
| 
           
            May 03                          
            2024                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              66,225
              -0.11%
              
         |   
        
           
              $4,966,875              
              $75.51 P/Share              
                     
         | 
      
| 
           
            Apr 29                          
            2024                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              59,906
              -0.1%
              
         |   
        
           
              $4,433,044              
              $74.78 P/Share              
                     
         | 
      
| 
           
            Apr 26                          
            2024                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              59,905
              -0.1%
              
         |   
        
           
              $4,432,970              
              $74.96 P/Share              
                     
         | 
      
| 
           
            Apr 24                          
            2024                          
           
         |           
        Peter B. Crawford CFO | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              5,481
              -8.3%
              
         |   
        
           
              $411,075              
              $75.51 P/Share              
                     
         | 
      
| 
           
            Apr 24                          
            2024                          
           
         |           
        Peter B. Crawford CFO | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Direct | 
           
              5,481
              +100.0%
              
         |   
        
           
              $153,468              
              $28.44 P/Share              
                     
         | 
      
| 
           
            Apr 22                          
            2024                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              89,275
              -0.29%
              
         |   
        
           
              $6,606,350              
              $74.62 P/Share              
                     
         | 
      
| 
           
            Apr 22                          
            2024                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              26,900
              -0.04%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            Apr 19                          
            2024                          
           
         |           
        Stephen A Ellis Director | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              14,750
              -11.96%
              
         |   
        
           
              $1,076,750              
              $73.2 P/Share              
                     
         | 
      
| 
           
            Apr 19                          
            2024                          
           
         |           
        Stephen A Ellis Director | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Direct | 
           
              14,750
              +34.42%
              
         |   
        
           
              $398,250              
              $27.04 P/Share              
                     
         | 
      
| 
           
            Apr 19                          
            2024                          
           
         |           
        Carolyn Schwab Pomerantz Director | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              9,000
              -0.47%
              
         |   
        
           
              $657,000              
              $73.17 P/Share              
                     
         | 
      
| 
           
            Apr 18                          
            2024                          
           
         |           
        Carolyn Schwab Pomerantz Director | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              7,482
              -0.43%
              
         |   
        
           
              $546,186              
              $73.47 P/Share              
                     
         | 
      
| 
           
            Apr 18                          
            2024                          
           
         |           
        Carolyn Schwab Pomerantz Director | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Direct | 
           
              7,482
              +54.08%
              
         |   
        
           
              $209,496              
              $28.44 P/Share              
                     
         | 
      
| 
           
            Apr 18                          
            2024                          
           
         |           
        Joseph R Martinetto COO | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              13,353
              -5.14%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            Apr 18                          
            2024                          
           
         |           
        Peter B. Crawford CFO | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              5,482
              -8.3%
              
         |   
        
           
              $400,186              
              $73.46 P/Share              
                     
         | 
      
| 
           
            Apr 18                          
            2024                          
           
         |           
        Peter B. Crawford CFO | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Direct | 
           
              5,482
              +100.0%
              
         |   
        
           
              $153,496              
              $28.44 P/Share              
                     
         | 
      
| 
           
            Apr 16                          
            2024                          
           
         |           
        Mark A Goldfarb Director | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              7,100
              -13.38%
              
         |   
        
           
              $504,100              
              $71.15 P/Share              
                     
         |