← Back to watchlist

SCHW · Charles Schwab Corporation

USDPartial · stale

Sources: StockAnalysis

Saved price$91.72
Analyst 12M target
$116.65
Difference from current price
+27.2%
12M target range
$82.00 – $147.00
Estimate agreement
42%

Price history & SEC filings

Up day Down day SEC filing
2026-09-15
Open
$107.01
High
$109.56
Low
$106.91
Close
$107.79
Change
+0.7%
Volume
9.1M

Price and SEC filing data

  • 2026-03-16: Open $94.13, High $95.24, Low $93.26, Close $93.63, Volume 8.8M.
  • 2026-03-17: Open $94.27, High $95.39, Low $93.77, Close $93.93, Volume 6M.
  • 2026-03-18: Open $93.80, High $94.22, Low $92.87, Close $93.28, Volume 8.2M.
  • 2026-03-19: Open $93.37, High $94.15, Low $92.79, Close $93.99, Volume 8M.
  • 2026-03-20: Open $94.11, High $94.87, Low $93.50, Close $94.66, Volume 13.1M.
  • 2026-03-23: Open $95.59, High $96.45, Low $93.99, Close $95.30, Volume 8.9M.
  • 2026-03-24: Open $95.58, High $96.74, Low $95.20, Close $95.68, Volume 6.5M.
  • 2026-03-25: Open $95.95, High $96.65, Low $94.39, Close $94.99, Volume 6.5M.
  • 2026-03-26: Open $94.68, High $95.16, Low $93.84, Close $94.47, Volume 7M.
  • 2026-03-27: Open $93.87, High $93.96, Low $91.97, Close $92.36, Volume 7.3M.
  • 2026-03-30: Open $92.99, High $93.73, Low $92.37, Close $93.06, Volume 6.4M.
  • 2026-03-31: Open $94.00, High $94.13, Low $92.17, Close $93.98, Volume 9.7M.
  • 2026-04-01: Open $95.01, High $95.44, Low $90.00, Close $92.36, Volume 16M.
  • 2026-04-02: Open $91.10, High $94.02, Low $90.89, Close $93.77, Volume 8M.
  • 2026-04-06: Open $93.90, High $94.75, Low $92.04, Close $92.99, Volume 11M.
  • 2026-04-07: Open $92.21, High $93.73, Low $91.30, Close $93.34, Volume 12M.
  • 2026-04-08: Open $94.89, High $96.78, Low $94.50, Close $96.70, Volume 10.8M.
  • 2026-04-09: Open $96.28, High $97.98, Low $95.83, Close $97.27, Volume 5.8M.
  • 2026-04-10: Open $97.19, High $97.25, Low $94.15, Close $94.80, Volume 9.3M.
  • 2026-04-13: Open $94.72, High $96.85, Low $94.20, Close $96.79, Volume 7.4M.
  • 2026-04-14: Open $97.28, High $99.06, Low $96.89, Close $98.38, Volume 12.2M.
  • 2026-04-15: Open $99.40, High $100.76, Low $99.09, Close $100.27, Volume 11M.
  • 2026-04-16: Open $95.76, High $98.75, Low $91.92, Close $92.62, Volume 27.9M.
  • 2026-04-17: Open $93.35, High $93.93, Low $90.57, Close $92.28, Volume 20.2M.
  • 2026-04-20: Open $91.98, High $93.59, Low $91.65, Close $93.15, Volume 11.3M.
  • 2026-04-21: Open $93.26, High $94.16, Low $91.83, Close $91.97, Volume 12.8M.
  • 2026-04-22: Open $92.19, High $93.00, Low $91.15, Close $91.71, Volume 10.8M.
  • 2026-04-23: Open $91.14, High $91.60, Low $87.84, Close $88.92, Volume 17.9M.
  • 2026-04-24: Open $88.92, High $89.86, Low $88.29, Close $88.50, Volume 11.7M.
  • 2026-04-27: Open $88.26, High $91.12, Low $88.15, Close $90.76, Volume 8.4M.
  • 2026-04-28: Open $91.30, High $91.90, Low $90.18, Close $90.83, Volume 9.3M.
  • 2026-04-29: Open $90.33, High $91.49, Low $89.44, Close $91.16, Volume 8.3M.
  • 2026-04-30: Open $90.35, High $92.53, Low $89.88, Close $91.64, Volume 12.6M.
  • 2026-05-01: Open $92.03, High $92.86, Low $91.27, Close $91.54, Volume 8.5M.
  • 2026-05-04: Open $91.37, High $92.72, Low $90.95, Close $91.48, Volume 7M.
  • 2026-05-05: Open $91.76, High $92.89, Low $91.50, Close $92.40, Volume 5.8M.
  • 2026-05-06: Open $92.36, High $92.75, Low $91.59, Close $92.15, Volume 6.9M.
  • 2026-05-07: Open $91.81, High $92.43, Low $88.66, Close $89.50, Volume 14.8M.
  • 2026-05-08: Open $89.29, High $89.70, Low $88.31, Close $88.61, Volume 10M.
  • 2026-05-11: Open $88.62, High $88.87, Low $87.61, Close $87.83, Volume 9.5M.
  • 2026-05-12: Open $88.02, High $90.39, Low $87.64, Close $90.18, Volume 9.5M.
  • 2026-05-13: Open $89.45, High $91.78, Low $89.26, Close $91.17, Volume 9.3M.
  • 2026-05-14: Open $91.65, High $92.17, Low $89.13, Close $89.44, Volume 14.2M.
  • 2026-05-15: Open $90.48, High $92.87, Low $89.76, Close $90.88, Volume 14.3M.
  • 2026-05-18: Open $91.00, High $93.43, Low $90.78, Close $92.39, Volume 8.3M.
  • 2026-05-19: Open $92.20, High $92.93, Low $91.46, Close $91.81, Volume 8.7M.
  • 2026-05-20: Open $92.32, High $92.56, Low $89.73, Close $90.11, Volume 12.8M.
  • 2026-05-21: Open $90.18, High $90.70, Low $89.28, Close $90.41, Volume 8.1M.
  • 2026-05-22: Open $90.36, High $91.39, Low $90.11, Close $90.15, Volume 7.1M.
  • 2026-05-26: Open $89.70, High $90.42, Low $89.37, Close $89.40, Volume 8.4M.
  • 2026-05-27: Open $89.00, High $89.26, Low $84.72, Close $85.61, Volume 21.8M.
  • 2026-05-28: Open $85.12, High $85.62, Low $83.96, Close $85.35, Volume 16.8M.
  • 2026-05-29: Open $86.00, High $87.48, Low $85.93, Close $87.35, Volume 20.5M.
  • 2026-06-01: Open $86.81, High $89.20, Low $86.02, Close $88.74, Volume 14M.
  • 2026-06-02: Open $87.94, High $88.62, Low $86.22, Close $87.61, Volume 11.6M.
  • 2026-06-03: Open $87.00, High $87.56, Low $85.58, Close $86.59, Volume 11.3M.
  • 2026-06-04: Open $87.51, High $88.50, Low $86.70, Close $88.00, Volume 11.8M.
  • 2026-06-05: Open $88.46, High $88.94, Low $87.68, Close $88.84, Volume 9.2M.
  • 2026-06-08: Open $88.28, High $88.92, Low $87.77, Close $88.08, Volume 7.5M.
  • 2026-06-09: Open $88.25, High $88.92, Low $87.18, Close $88.77, Volume 10.8M.
  • 2026-06-10: Open $88.45, High $90.25, Low $87.86, Close $89.27, Volume 11.2M.
  • 2026-06-11: Open $89.26, High $89.94, Low $88.54, Close $88.70, Volume 11.4M.
  • 2026-06-12: Open $89.53, High $92.21, Low $89.25, Close $91.10, Volume 11.4M.
  • 2026-06-15: Open $91.61, High $92.39, Low $90.76, Close $90.95, Volume 11.5M.
  • 2026-06-16: Open $92.00, High $93.70, Low $91.44, Close $93.67, Volume 12.3M.
  • 2026-06-17: Open $93.55, High $94.83, Low $92.46, Close $94.51, Volume 12.1M.
  • 2026-06-18: Open $94.58, High $94.79, Low $90.86, Close $91.70, Volume 27.4M.
  • 2026-06-22: Open $92.50, High $92.69, Low $91.36, Close $92.03, Volume 11.6M.
  • 2026-06-23: Open $92.39, High $93.30, Low $92.03, Close $93.17, Volume 11.7M.
  • 2026-06-24: Open $92.81, High $92.90, Low $91.02, Close $91.39, Volume 12.9M.
  • 2026-06-25: Open $91.39, High $92.60, Low $89.26, Close $89.44, Volume 10.9M.
  • 2026-06-26: Open $89.60, High $90.67, Low $87.63, Close $90.67, Volume 17.6M.
  • 2026-06-29: Open $90.35, High $91.60, Low $90.20, Close $90.55, Volume 9.2M.
  • 2026-06-30: Open $91.49, High $94.17, Low $91.29, Close $92.27, Volume 9.8M.
  • 2026-07-01: Open $92.76, High $96.07, Low $92.31, Close $95.78, Volume 10.7M.
  • 2026-07-02: Open $96.74, High $97.45, Low $96.21, Close $97.00, Volume 8.9M.
  • 2026-07-06: Open $97.19, High $101.17, Low $97.19, Close $100.62, Volume 11.4M.
  • 2026-07-07: Open $101.21, High $102.54, Low $100.89, Close $101.93, Volume 9.4M.
  • 2026-07-08: Open $101.91, High $103.07, Low $101.26, Close $101.70, Volume 8.9M.
  • 2026-07-09: Open $101.42, High $103.44, Low $100.51, Close $101.91, Volume 6.4M.
  • 2026-07-10: Open $103.25, High $103.57, Low $101.80, Close $103.12, Volume 5.7M.
  • 2026-07-13: Open $103.51, High $103.97, Low $102.11, Close $102.38, Volume 7.4M.
  • 2026-07-14: Open $101.14, High $103.36, Low $100.75, Close $101.10, Volume 7.7M.
  • 2026-07-15: Open $101.56, High $103.40, Low $101.34, Close $102.79, Volume 8M.
  • 2026-07-16: Open $103.40, High $103.80, Low $101.95, Close $102.80, Volume 10.3M.
  • 2026-07-17: Open $102.32, High $102.81, Low $100.81, Close $101.56, Volume 8.3M.
  • 2026-07-20: Open $100.61, High $103.09, Low $100.30, Close $102.54, Volume 13.7M.
  • 2026-07-21: Open $104.18, High $104.48, Low $99.71, Close $99.96, Volume 14.8M.
  • 2026-07-22: Open $101.34, High $101.34, Low $99.42, Close $100.80, Volume 7.8M.
  • 2026-07-23: Open $100.27, High $102.71, Low $100.27, Close $101.61, Volume 8.3M.
  • 2026-07-24: Open $101.61, High $102.00, Low $100.55, Close $101.97, Volume 5.2M.
  • 2026-07-27: Open $102.68, High $104.29, Low $102.36, Close $104.18, Volume 7.3M.
  • 2026-07-28: Open $104.24, High $106.29, Low $103.45, Close $105.97, Volume 7.8M.
  • 2026-07-29: Open $106.00, High $106.73, Low $104.39, Close $104.47, Volume 7.1M.
  • 2026-07-30: Open $103.93, High $104.82, Low $103.07, Close $104.33, Volume 7.5M.
  • 2026-07-31: Open $104.98, High $105.69, Low $104.05, Close $105.24, Volume 8.5M.
  • 2026-08-03: Open $105.86, High $106.81, Low $105.05, Close $105.87, Volume 6.4M.
  • 2026-08-04: Open $105.26, High $106.76, Low $105.23, Close $106.35, Volume 6.9M.
  • 2026-08-05: Open $106.99, High $108.55, Low $106.51, Close $108.02, Volume 11.7M.
  • 2026-08-06: Open $108.60, High $109.05, Low $106.81, Close $107.66, Volume 6.4M.
  • 2026-08-07: Open $107.07, High $107.63, Low $106.19, Close $107.60, Volume 7.2M.
  • 2026-08-10: Open $107.51, High $109.32, Low $107.14, Close $107.99, Volume 6.7M.
  • 2026-08-11: Open $107.52, High $108.40, Low $107.37, Close $107.70, Volume 4.1M.
  • 2026-08-12: Open $107.00, High $109.66, Low $106.75, Close $109.34, Volume 5.5M.
  • 2026-08-13: Open $109.74, High $110.20, Low $108.90, Close $110.06, Volume 5.2M.
  • 2026-08-14: Open $109.75, High $111.18, Low $109.19, Close $111.09, Volume 6M.
  • 2026-08-17: Open $110.94, High $111.64, Low $110.41, Close $110.58, Volume 6.2M.
  • 2026-08-18: Open $111.33, High $112.20, Low $110.59, Close $111.68, Volume 7.1M.
  • 2026-08-19: Open $111.41, High $112.08, Low $110.54, Close $110.88, Volume 6.5M.
  • 2026-08-20: Open $111.46, High $111.86, Low $109.55, Close $109.79, Volume 6.6M.
  • 2026-08-21: Open $110.27, High $112.40, Low $110.17, Close $112.30, Volume 6.9M.
  • 2026-08-24: Open $112.89, High $114.53, Low $112.51, Close $113.65, Volume 8.3M.
  • 2026-08-25: Open $113.04, High $113.38, Low $112.08, Close $112.27, Volume 5M.
  • 2026-08-26: Open $108.25, High $110.32, Low $106.34, Close $109.39, Volume 13.9M.
  • 2026-08-27: Open $108.95, High $109.53, Low $107.23, Close $108.05, Volume 10.1M.
  • 2026-08-28: Open $108.40, High $111.01, Low $107.78, Close $110.16, Volume 12.8M.
  • 2026-08-31: Open $109.40, High $110.32, Low $109.40, Close $109.82, Volume 6.2M.
  • 2026-09-01: Open $109.44, High $109.80, Low $107.97, Close $108.28, Volume 8.2M.
  • 2026-09-02: Open $108.50, High $109.90, Low $108.18, Close $108.24, Volume 7.2M.
  • 2026-09-03: Open $108.78, High $110.72, Low $108.78, Close $110.38, Volume 6.3M.
  • 2026-09-04: Open $109.59, High $110.40, Low $108.52, Close $109.29, Volume 5.9M.
  • 2026-09-08: Open $109.00, High $109.32, Low $106.82, Close $106.87, Volume 6.9M.
  • 2026-09-09: Open $106.98, High $107.83, Low $106.19, Close $106.54, Volume 8.5M.
  • 2026-09-10: Open $107.27, High $107.65, Low $106.53, Close $107.33, Volume 6.7M.
  • 2026-09-11: Open $108.30, High $108.37, Low $106.09, Close $107.25, Volume 4.8M.
  • 2026-09-14: Open $107.95, High $108.00, Low $106.42, Close $107.31, Volume 5.4M.
  • 2026-09-15: Open $107.01, High $109.56, Low $106.91, Close $107.79, Volume 9.1M.
  • 4 · Sale + other transactions. Filed 2026-11-10. Accession 0000923738-26-000052.View filing
  • 4 · Sale. Filed 2026-11-05. Accession 0000923738-26-000050.View filing
  • 4 · Sale + other transactions. Filed 2026-11-03. Accession 0001879974-26-000017.View filing

Analyst estimates

Source12M Target12M RangeAnalystsUpdated
StockAnalysis$116.86USD$82.00 – $147.00USD22—

MarketBeat data unavailable

Signal track record

First tracked2026-11-04 (7d ago)
Entry price$93.37
Initial 12M target$118.00
Initial 12M expected gap
+26.4%
Initial confidence
49%
Realized return
-1.8%-6.7% of target

Available. Fiscal quarters are based on SEC filings. Year-over-year change uses the corresponding quarter one year earlier.

Last checked

Revenue

Revenue by fiscal quarter, with SEC filing evidence
Fiscal quarterPeriodValueChange YoYSEC filing
FY2026 Q3 – 7,171,000,000 USD+16.9%
10-Q · Nov 6, 2026, accession 0000316709-26-000038 (opens in a new tab)
FY2026 Q2 – 7,072,000,000 USD+20.9%
10-Q · Aug 7, 2026, accession 0000316709-26-000031 (opens in a new tab)
FY2026 Q1 – 6,482,000,000 USD+15.8%
10-Q · May 8, 2026, accession 0000316709-26-000019 (opens in a new tab)
FY2025 Q4 – 6,336,000,000 USD+18.9%
10-K · Feb 25, 2026, accession 0000316709-26-000009 (opens in a new tab)10-Q · May 9, 2025, accession 0000316709-25-000023 (opens in a new tab)10-Q · Aug 8, 2025, accession 0000316709-25-000039 (opens in a new tab)10-Q · Nov 7, 2025, accession 0000316709-25-000051 (opens in a new tab)
FY2025 Q3 – 6,135,000,000 USD+26.6%
10-Q · Nov 7, 2025, accession 0000316709-25-000051 (opens in a new tab)
FY2025 Q2 – 5,851,000,000 USD+24.8%
10-Q · Aug 8, 2025, accession 0000316709-25-000039 (opens in a new tab)
FY2025 Q1 – 5,599,000,000 USD+18.1%
10-Q · May 9, 2025, accession 0000316709-25-000023 (opens in a new tab)
FY2024 Q4 – 5,329,000,000 USD+19.5%
10-K · Feb 26, 2025, accession 0000316709-25-000010 (opens in a new tab)10-Q · May 9, 2024, accession 0000316709-24-000044 (opens in a new tab)10-Q · Aug 8, 2024, accession 0000316709-24-000060 (opens in a new tab)10-Q · Nov 8, 2024, accession 0000316709-24-000069 (opens in a new tab)

Net income or loss

Net income or loss by fiscal quarter, with SEC filing evidence
Fiscal quarterPeriodValueChange YoYSEC filing
FY2026 Q3 – 2,906,000,000 USD+23.2%
10-Q · Nov 6, 2026, accession 0000316709-26-000038 (opens in a new tab)
FY2026 Q2 – 2,800,000,000 USD+31.7%
10-Q · Aug 7, 2026, accession 0000316709-26-000031 (opens in a new tab)
FY2026 Q1 – 2,479,000,000 USD+29.9%
10-Q · May 8, 2026, accession 0000316709-26-000019 (opens in a new tab)
FY2025 Q4 – 2,459,000,000 USD+33.6%
10-K · Feb 25, 2026, accession 0000316709-26-000009 (opens in a new tab)10-Q · May 9, 2025, accession 0000316709-25-000023 (opens in a new tab)10-Q · Aug 8, 2025, accession 0000316709-25-000039 (opens in a new tab)10-Q · Nov 7, 2025, accession 0000316709-25-000051 (opens in a new tab)
FY2025 Q3 – 2,358,000,000 USD+67.5%
10-Q · Nov 7, 2025, accession 0000316709-25-000051 (opens in a new tab)
FY2025 Q2 – 2,126,000,000 USD+59.6%
10-Q · Aug 8, 2025, accession 0000316709-25-000039 (opens in a new tab)
FY2025 Q1 – 1,909,000,000 USD+40.2%
10-Q · May 9, 2025, accession 0000316709-25-000023 (opens in a new tab)
FY2024 Q4 – 1,840,000,000 USD+76.1%
10-K · Feb 26, 2025, accession 0000316709-25-000010 (opens in a new tab)10-Q · May 9, 2024, accession 0000316709-24-000044 (opens in a new tab)10-Q · Aug 8, 2024, accession 0000316709-24-000060 (opens in a new tab)10-Q · Nov 8, 2024, accession 0000316709-24-000069 (opens in a new tab)

Operating cash flow

Operating cash flow by fiscal quarter, with SEC filing evidence
Fiscal quarterPeriodValueChange YoYSEC filing
FY2026 Q3 – 1,614,000,000 USD+200.0%
10-Q · Nov 6, 2026, accession 0000316709-26-000038 (opens in a new tab)10-Q · Aug 7, 2026, accession 0000316709-26-000031 (opens in a new tab)
FY2026 Q2 – 4,300,000,000 USD+35.3%
10-Q · Aug 7, 2026, accession 0000316709-26-000031 (opens in a new tab)10-Q · May 8, 2026, accession 0000316709-26-000019 (opens in a new tab)
FY2026 Q1 – 7,342,000,000 USD+15.5%
10-Q · May 8, 2026, accession 0000316709-26-000019 (opens in a new tab)
FY2025 Q4 – -763,000,000 USD+93.0%
10-K · Feb 25, 2026, accession 0000316709-26-000009 (opens in a new tab)10-Q · May 9, 2025, accession 0000316709-25-000023 (opens in a new tab)10-Q · Aug 8, 2025, accession 0000316709-25-000039 (opens in a new tab)10-Q · Nov 7, 2025, accession 0000316709-25-000051 (opens in a new tab)
FY2025 Q3 – 538,000,000 USD-97.2%
10-Q · Nov 7, 2025, accession 0000316709-25-000051 (opens in a new tab)10-Q · Aug 8, 2025, accession 0000316709-25-000039 (opens in a new tab)
FY2025 Q2 – 3,177,000,000 USD+174.7%
10-Q · Aug 8, 2025, accession 0000316709-25-000039 (opens in a new tab)10-Q · May 9, 2025, accession 0000316709-25-000023 (opens in a new tab)
FY2025 Q1 – 6,359,000,000 USD+571.4%
10-Q · May 9, 2025, accession 0000316709-25-000023 (opens in a new tab)
FY2024 Q4 – -10,827,000,000 USD-154.0%
10-K · Feb 26, 2025, accession 0000316709-25-000010 (opens in a new tab)10-Q · May 9, 2024, accession 0000316709-24-000044 (opens in a new tab)10-Q · Aug 8, 2024, accession 0000316709-24-000060 (opens in a new tab)10-Q · Nov 8, 2024, accession 0000316709-24-000069 (opens in a new tab)

Insider activity

15 sales, 12 other transactions reported.

Available · Checked Nov 13, 2026

View reported transactions (27 rows · 21 filings)

Sale + other transactionsSchwab Charles R.

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Schwab Charles R. (director, officer (Co-Chairman))

  • Schwab Charles R.Sale70,750 shares · $6,580,273.55
    Transaction details

    director, officer (Co-Chairman) · Indirect ownership · Common Stock · Code S/D · Holdings fraction unavailable

  • Schwab Charles R.Gift31,850 shares · Value unavailable
    Transaction details

    director, officer (Co-Chairman) · Indirect ownership · Common Stock · Code G/D

SaleSchwab Charles R.

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Schwab Charles R. (director, officer (Co-Chairman))

  • Schwab Charles R.Sale11,675 shares · $1,041,583.96
    Transaction details

    director, officer (Co-Chairman) · Indirect ownership · Common Stock · Code S/D · Holdings fraction unavailable

Sale + other transactionsHathi Neesha

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Hathi Neesha (officer (MD, Head Wealth Adv, Bnk, Tst))

10b5-1 declared for this filing

  • Hathi NeeshaOption exercise or conversion5,000 shares · $320,500.00
    Transaction details

    officer (MD, Head Wealth Adv, Bnk, Tst) · Direct ownership · Common Stock · Code M/A

  • Hathi NeeshaSale5,000 shares · $444,618.00
    Transaction details

    officer (MD, Head Wealth Adv, Bnk, Tst) · Indirect ownership · Common Stock · Code S/D · Holdings fraction unavailable

SaleSchwab Charles R.

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Schwab Charles R. (director, officer (Co-Chairman))

  • Schwab Charles R.Sale66,750 shares · $5,897,756.33
    Transaction details

    director, officer (Co-Chairman) · Indirect ownership · Common Stock · Code S/D · Holdings fraction unavailable

  • Schwab Charles R.Sale136,400 shares · $12,207,868.20
    Transaction details

    director, officer (Co-Chairman) · Indirect ownership · Common Stock · Code S/D · Holdings fraction unavailable

Transaction details unavailableHERRINGER FRANK C

View Form 4 filing at SEC

Filing context

Reporting owners and roles: HERRINGER FRANK C (director)

Transaction details unavailable.

Transaction details unavailableEllis Stephen A

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Ellis Stephen A (director)

Transaction details unavailable.

Transaction details unavailableRuffel Charles A.

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Ruffel Charles A. (director)

Transaction details unavailable.

Transaction details unavailableBrown Marianne Catherine

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Brown Marianne Catherine (director)

Transaction details unavailable.

Sale + other transactionsHathi Neesha

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Hathi Neesha (officer (MD, Head Wealth Adv, Bnk, Tst))

10b5-1 declared for this filing

  • Hathi NeeshaOption exercise or conversion5,000 shares · $209,900.00
    Transaction details

    officer (MD, Head Wealth Adv, Bnk, Tst) · Direct ownership · Common Stock · Code M/A

  • Hathi NeeshaSale5,000 shares · $489,007.00
    Transaction details

    officer (MD, Head Wealth Adv, Bnk, Tst) · Indirect ownership · Common Stock · Code S/D · Holdings fraction unavailable

Other transactionsEllis Stephen A

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Ellis Stephen A (director)

  • Ellis Stephen AOption exercise or conversion1,918 shares · $60,378.64
    Transaction details

    director · Direct ownership · Common Stock · Code M/A

Sale + other transactionsHathi Neesha

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Hathi Neesha (officer (MD, Head Wealth Adv, Bnk, Tst))

10b5-1 declared for this filing

  • Hathi NeeshaOption exercise or conversion3,177 shares · $165,362.85
    Transaction details

    officer (MD, Head Wealth Adv, Bnk, Tst) · Direct ownership · Common Stock · Code M/A

  • Hathi NeeshaSale3,177 shares · $346,428.02
    Transaction details

    officer (MD, Head Wealth Adv, Bnk, Tst) · Indirect ownership · Common Stock · Code S/D · Holdings fraction unavailable

Sale + other transactionsBettinger Walter W

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Bettinger Walter W (director, officer (Co-Chairman))

  • Bettinger Walter WOption exercise or conversion74,388 shares · $3,482,102.28
    Transaction details

    director, officer (Co-Chairman) · Indirect ownership · Common Stock · Code M/A

  • Bettinger Walter WSale74,388 shares · $8,250,648.32
    Transaction details

    director, officer (Co-Chairman) · Indirect ownership · Common Stock · Code S/D · Holdings fraction unavailable

Sale + other transactionsHathi Neesha

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Hathi Neesha (officer (MD, Head Wealth Adv, Bnk, Tst))

10b5-1 declared for this filing

  • Hathi NeeshaOption exercise or conversion3,177 shares · $165,362.85
    Transaction details

    officer (MD, Head Wealth Adv, Bnk, Tst) · Direct ownership · Common Stock · Code M/A

  • Hathi NeeshaSale3,177 shares · $343,497.56
    Transaction details

    officer (MD, Head Wealth Adv, Bnk, Tst) · Indirect ownership · Common Stock · Code S/D · Holdings fraction unavailable

Other transactionsSchwab Charles R.

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Schwab Charles R. (director, officer (Co-Chairman))

  • Schwab Charles R.Gift9,300 shares · Value unavailable
    Transaction details

    director, officer (Co-Chairman) · Indirect ownership · Common Stock · Code G/D

SaleSchwab-Pomerantz Carolyn

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Schwab-Pomerantz Carolyn (director)

  • Schwab-Pomerantz CarolynSale9,175 shares · $1,002,397.19
    Transaction details

    director · Indirect ownership · Common Stock · Code S/D · Holdings fraction unavailable

SaleSchwab Charles R.

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Schwab Charles R. (director, officer (Co-Chairman))

  • Schwab Charles R.Sale117,000 shares · $13,244,411.70
    Transaction details

    director, officer (Co-Chairman) · Indirect ownership · Common Stock · Code S/D · Holdings fraction unavailable

Sale + other transactionsBettinger Walter W

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Bettinger Walter W (director, officer (Co-Chairman))

  • Bettinger Walter WOption exercise or conversion176,210 shares · $8,248,390.10
    Transaction details

    director, officer (Co-Chairman) · Indirect ownership · Common Stock · Code M/A

  • Bettinger Walter WSale176,210 shares · $19,997,368.06
    Transaction details

    director, officer (Co-Chairman) · Indirect ownership · Common Stock · Code S/D · Holdings fraction unavailable

Other transactionsSchwab Charles R.

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Schwab Charles R. (director, officer (Co-Chairman))

  • Schwab Charles R.Gift45,500 shares · Value unavailable
    Transaction details

    director, officer (Co-Chairman) · Indirect ownership · Common Stock · Code G/D

  • Schwab Charles R.Gift54,550 shares · Value unavailable
    Transaction details

    director, officer (Co-Chairman) · Indirect ownership · Common Stock · Code G/D

SaleBeatty Jonathan S

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Beatty Jonathan S (officer (MD, Head of Advisor Services))

  • Beatty Jonathan SSale1,000 shares · $111,330.10
    Transaction details

    officer (MD, Head of Advisor Services) · Indirect ownership · Common Stock · Code S/D · Holdings fraction unavailable

Sale + other transactionsCraig Jonathan M.

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Craig Jonathan M. (officer (MD, Head of Retail Investing))

10b5-1 declared for this filing

  • Craig Jonathan M.Option exercise or conversion21,866 shares · $1,023,547.46
    Transaction details

    officer (MD, Head of Retail Investing) · Direct ownership · Common Stock · Code M/A

  • Craig Jonathan M.Sale21,866 shares · $2,427,687.96
    Transaction details

    officer (MD, Head of Retail Investing) · Indirect ownership · Common Stock · Code S/D · Holdings fraction unavailable

SaleHoward Dennis

View Form 4 filing at SEC

Filing context

Reporting owners and roles: Howard Dennis (officer (MD, Chief Tech, OPS & Data Off))

10b5-1 declared for this filing

  • Howard DennisSale2,198 shares · $241,780.00
    Transaction details

    officer (MD, Chief Tech, OPS & Data Off) · Direct ownership · Common Stock · Code S/D · 23.95% of before-trade holdings

Options, grants, withholding, and gifts are context, not voluntary market purchases or sales.

Reported sales can reflect planned or tax-related transactions and do not by themselves indicate a view on the stock.

Purchase and sale labels describe reported transaction codes; they do not indicate whether the transaction is favorable.