Schwab Charles R.
Director · Officer · Ten-percent owner · SCHW
As of 2026-09-16, Schwab Charles R. has 94 Form 4 transactions on record across 1 company — 57 in the trailing 12 months.
Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.
Pattern in the record: open-market sales filed in August in multiple years since 2025 — a recurring calendar cadence, more consistent with scheduled activity than a one-off decision.
Reconstructed holdings
Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.
Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.
Trades by company
Filing ledger
| Date | Company | Action | Shares @ price | Value | Ownership Δ | Owned after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-08-24 | SCHW | Sale | 117,000 @ $113.20 | $13.2M | −0.2% of holding | 53,558,741 | Form 4 |
| 2026-08-12 | SCHW | Sale | 46,410 @ $108.18 | $5.0M | −0.2% of holding | 30,021,463 | Form 4 |
| 2026-08-11 | SCHW | Sale | 46,445 @ $107.78 | $5.0M | −0.2% of holding | 30,067,873 | Form 4 |
| 2026-08-07 | — | Purchase | — | — | ownership Δ n/a | — | Form 4 |
| 2026-08-07 | — | Purchase | — | — | ownership Δ n/a | — | Form 4 |
| 2026-08-07 | — | Purchase | 1,000,000 | — | ownership Δ n/a | 1,000,000 | Form 4 |
| 2026-08-07 | — | Purchase | 1,000,000 | — | ownership Δ n/a | 1,000,000 | Form 4 |
| 2026-08-07 | — | Purchase | — | — | ownership Δ n/a | — | Form 4 |
| 2026-08-07 | — | Purchase | 1,000,000 | — | ownership Δ n/a | 1,000,000 | Form 4 |
| 2026-08-07 | — | Purchase | — | — | ownership Δ n/a | — | Form 4 |
| 2026-08-07 | — | Purchase | 1,000,000 | — | ownership Δ n/a | 1,000,000 | Form 4 |
| 2026-08-04 | SCHW | Sale | 47,650 @ $106.08 | $5.1M | −0.1% of holding | 53,877,941 | Form 4 |
| 2026-08-03 | SCHW | Sale | 95,250 @ $105.52 | $10.1M | −0.2% of holding | 53,925,591 | Form 4 |
| 2026-07-29 | SCHW | Sale | 95,450 @ $105.82 | $10.1M | −0.3% of holding | 30,114,318 | Form 4 |
| 2026-07-28 | SCHW | Sale | 48,000 @ $105.60 | $5.1M | −0.1% of holding | 54,080,841 | Form 4 |
| 2026-07-24 | SCHW | Sale | 45,500 @ $101.72 | $4.6M | −0.1% of holding | 54,128,841 | Form 4 |
| 2026-05-19 | SCHW | Sale | 27,500 @ $92.22 | $2.5M | −0.1% of holding | 30,209,768 | Form 4 |
| 2026-05-18 | SCHW | Sale | 27,500 @ $92.40 | $2.5M | −0.1% of holding | 30,237,268 | Form 4 |
| 2026-05-06 | SCHW | Sale | 109,300 @ $92.01 | $10.1M | −0.4% of holding | 30,264,768 | Form 4 |
| 2026-05-04 | SCHW | Sale | 109,300 @ $91.50 | $10.0M | −0.4% of holding | 30,374,068 | Form 4 |
| 2026-05-01 | SCHW | Sale | 55,000 @ $91.86 | $5.1M | −0.1% of holding | 54,389,641 | Form 4 |
| 2026-04-30 | SCHW | Sale | 50,000 @ $91.81 | $4.6M | −0.1% of holding | 54,444,641 | Form 4 |
| 2026-04-29 | SCHW | Sale | 63,743 @ $90.49 | $5.8M | −0.1% of holding | 55,609,641 | Form 4 |
| 2026-04-27 | SCHW | Sale | 36,450 @ $90.00 | $3.3M | −0.1% of holding | 55,673,384 | Form 4 |
| 2026-04-23 | SCHW | Sale | 36,450 @ $90.50 | $3.3M | −0.1% of holding | 55,709,834 | Form 4 |
| 2026-03-13 | — | Purchase | — | — | ownership Δ n/a | — | Form 4 |
| 2026-03-13 | — | Purchase | 5,500,000 | — | ownership Δ n/a | 5,500,000 | Form 4 |
| 2026-03-13 | — | Purchase | — | — | ownership Δ n/a | — | Form 4 |
| 2026-03-13 | — | Purchase | 5,500,000 | — | ownership Δ n/a | 5,500,000 | Form 4 |
| 2026-02-10 | SCHW | Sale | 32,413 @ $105.58 | $3.4M | −0.1% of holding | 30,483,368 | Form 4 |
| 2026-02-09 | SCHW | Sale | 126,200 @ $106.55 | $13.4M | −0.4% of holding | 30,515,781 | Form 4 |
| 2026-02-04 | SCHW | Sale | 67,975 @ $103.81 | $7.1M | −0.1% of holding | 55,782,729 | Form 4 |
| 2026-02-03 | SCHW | Sale | 96,625 @ $103.74 | $10.0M | −0.2% of holding | 55,850,704 | Form 4 |
| 2026-01-29 | SCHW | Sale | 145,650 @ $103.16 | $15.0M | −0.3% of holding | 55,947,329 | Form 4 |
| 2026-01-28 | SCHW | Sale | 44,962 @ $103.20 | $4.6M | −0.1% of holding | 56,119,454 | Form 4 |
| 2026-01-28 | SCHW | Sale | 26,475 @ $103.22 | $2.7M | −0.0% of holding | 56,092,979 | Form 4 |
| 2026-01-26 | SCHW | Sale | 134,895 @ $103.09 | $13.9M | −0.2% of holding | 56,119,454 | Form 4 |
| 2025-10-29 | SCHW | Sale | 44,750 @ $94.52 | $4.2M | −0.1% of holding | 56,171,954 | Form 4 |
| 2025-10-28 | SCHW | Sale | 64,400 @ $94.00 | $6.1M | −0.1% of holding | 56,216,704 | Form 4 |
| 2025-08-27 | SCHW | Sale | 136,500 @ $97.04 | $13.2M | −0.2% of holding | 56,331,449 | Form 4 |
| 2025-08-26 | SCHW | Sale | 136,500 @ $96.67 | $13.2M | −0.2% of holding | 56,467,949 | Form 4 |
| 2025-08-08 | SCHW | Sale | 104,500 @ $96.84 | $10.1M | −0.2% of holding | 56,604,449 | Form 4 |
| 2025-08-08 | SCHW | Sale | 28,653 @ $96.60 | $2.8M | −0.1% of holding | 56,708,949 | Form 4 |
| 2025-08-07 | SCHW | Sale | 22,721 @ $96.02 | $2.2M | −0.0% of holding | 56,737,602 | Form 4 |
| 2025-08-01 | — | Purchase | 550,000 | — | ownership Δ n/a | 550,000 | Form 4 |
| 2025-08-01 | — | Purchase | 550,000 | — | ownership Δ n/a | 550,000 | Form 4 |
| 2025-08-01 | — | Purchase | — | — | ownership Δ n/a | — | Form 4 |
| 2025-08-01 | — | Purchase | — | — | ownership Δ n/a | — | Form 4 |
| 2025-05-22 | SCHW | Sale | 34,585 @ $87.50 | $3.0M | −0.1% of holding | 57,569,203 | Form 4 |
| 2025-05-12 | SCHW | Sale | 120,000 @ $85.39 | $10.2M | −0.2% of holding | 59,002,353 | Form 4 |
| 2025-04-28 | SCHW | Sale | 37,585 @ $79.55 | $3.0M | −0.1% of holding | 59,970,853 | Form 4 |
| 2025-03-31 | — | Purchase | 10,299,277 @ $2.00 | $20.6M | ownership Δ n/a | 10,299,277 | Form 4 |
| 2025-03-31 | — | Purchase | 1,700,723 @ $2.00 | $3.4M | ownership Δ n/a | 1,700,723 | Form 4 |
| 2025-02-27 | SCHW | Sale | 55,598 @ $79.14 | $4.4M | −0.1% of holding | 59,968,250 | Form 4 |
| 2025-02-21 | SCHW | Sale | 123,900 @ $81.90 | $10.1M | −0.2% of holding | 60,161,458 | Form 4 |
| 2025-02-21 | SCHW | Sale | 100 @ $82.36 | $8K | −0.0% of holding | 60,161,358 | Form 4 |
| 2025-02-19 | SCHW | Sale | 124,000 @ $81.96 | $10.2M | −0.2% of holding | 60,285,358 | Form 4 |
| 2025-02-18 | SCHW | Sale | 5,865 @ $81.40 | $477K | −0.0% of holding | 60,409,358 | Form 4 |
| 2025-02-13 | SCHW | Sale | 113,051 @ $81.20 | $9.2M | −0.2% of holding | 60,427,172 | Form 4 |
| 2025-02-13 | SCHW | Sale | 11,949 @ $81.60 | $975K | −0.0% of holding | 60,415,223 | Form 4 |
| 2025-02-12 | SCHW | Sale | 180,506 @ $82.09 | $14.8M | −0.3% of holding | 60,540,223 | Form 4 |
33 award / exercise / gift records — not counted as purchases
| Date | Company | Action | Shares | Owned after | Filing |
|---|---|---|---|---|---|
| 2026-08-27 | SCHW | Gift | 9,300 | 53,549,441 | Form 4 |
| 2026-08-18 | SCHW | Gift | 54,550 | 53,675,741 | Form 4 |
| 2026-08-17 | SCHW | Gift | 45,500 | 53,730,291 | Form 4 |
| 2026-08-06 | SCHW | Gift | 37,200 | 53,775,791 | Form 4 |
| 2026-07-28 | SCHW | Gift | 60,000 | 54,020,841 | Form 4 |
| 2026-05-22 | SCHW | Gift | 210,000 | 54,174,341 | Form 4 |
| 2026-05-15 | SCHW | Gift | 5,300 | 54,384,341 | Form 4 |
| 2026-03-02 | SCHW | Award / grant | 72,489 | 72,489 | Form 4 |
| 2026-03-01 | SCHW | Withheld for tax | 15,283 | 0 | Form 4 |
| 2026-03-01 | SCHW | Award / grant | 38,838 | 38,838 | Form 4 |
| 2026-02-09 | SCHW | Gift | 60,000 | 55,722,729 | Form 4 |
| 2026-01-28 | SCHW | Option exercise | 44,962 | 0 | Form 4 |
| 2026-01-28 | SCHW | Option exercise | 44,962 | 0 | Form 4 |
| 2026-01-26 | SCHW | Option exercise | 134,895 | 0 | Form 4 |
| 2026-01-26 | SCHW | Option exercise | 134,895 | 44,962 | Form 4 |
| 2025-11-12 | SCHW | Gift | 52,500 | 56,119,454 | Form 4 |
| 2025-10-24 | SCHW | Gift | 31,750 | 56,281,104 | Form 4 |
| 2025-10-23 | SCHW | Gift | 18,595 | 56,312,854 | Form 4 |
| 2025-06-11 | — | Conversion | 10,299,277 | 12,000,000 | Form 4 |
| 2025-06-11 | — | Conversion | 10,299,277 | 0 | Form 4 |
| 2025-05-13 | SCHW | Gift | 80,000 | 58,922,353 | Form 4 |
| 2025-05-08 | SCHW | Gift | 6,000 | 59,122,353 | Form 4 |
| 2025-05-07 | SCHW | Gift | 62,500 | 59,128,353 | Form 4 |
| 2025-05-06 | SCHW | Gift | 80,000 | 59,190,853 | Form 4 |
| 2025-05-05 | SCHW | Gift | 75,000 | 59,270,853 | Form 4 |
| 2025-04-30 | SCHW | Gift | 625,000 | 59,345,853 | Form 4 |
| 2025-03-03 | SCHW | Withheld for tax | 26,075 | 0 | Form 4 |
| 2025-03-03 | SCHW | Award / grant | 91,200 | 91,200 | Form 4 |
| 2025-03-01 | SCHW | Award / grant | 66,263 | 66,263 | Form 4 |
| 2025-02-24 | SCHW | Gift | 25,000 | 7,347,842 | Form 4 |
| 2025-02-24 | SCHW | Gift | 62,500 | 60,098,858 | Form 4 |
| 2025-02-12 | SCHW | Option exercise | 180,506 | 0 | Form 4 |
| 2025-02-12 | SCHW | Option exercise | 180,506 | 0 | Form 4 |
Source: SEC Form 4 filings. Each row links to its original filing.
Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.