The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
| Date | Insider | Role | Action | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 7, 2026 | Beatty Jonathan S | MD, Head of Advisor Services | Sell(S) | 2K | $102.01 | $204K |
| Jul 7, 2026 | Craig Jonathan M. | MD, Head of Retail Investing | Option exercise(M) | 22K | $46.81 | $1.0M |
| Jul 7, 2026 | Craig Jonathan M. | MD, Head of Retail Investing | Sell(S) | 22K | $102.01 | $2.2M |
| Jul 7, 2026 | Craig Jonathan M. | MD, Head of Retail Investing | Option exercise(M) | 22K | — | $0 |
| Jul 6, 2026 | Beatty Jonathan S | MD, Head of Advisor Services | Sell(S) | 2K | $100.01 | $200K |
| Jul 2, 2026 | Beatty Jonathan S | MD, Head of Advisor Services | Sell(S) | 2K | $97.03 | $194K |
| Jul 1, 2026 | Brown Marianne Catherine | Director | Grant(A) | 418 | — | — |
| Jul 1, 2026 | Beatty Jonathan S | MD, Head of Advisor Services | Tax withholding(F) | 1K | $92.73 | $96K |
| Jul 1, 2026 | Ruffel Charles A. | Director | Grant(A) | 1K | — | $0 |
| Jul 1, 2026 | Herringer Frank C | Director | Grant(A) | 457 | — | — |
| Jul 1, 2026 | Ellis Stephen A | Director | Grant(A) | 379 | — | — |
| Jun 23, 2026 | Ellis Stephen A | Director | Option exercise(M) | 2K | $25.11 | $57K |
| Jun 23, 2026 | Ellis Stephen A | Director | Option exercise(M) | 2K | — | $0 |
| Jun 3, 2026 | Verdeschi Michael D | CFO | Tax withholding(F) | 7K | $87.42 | $570K |
| May 28, 2026 | Wurster Richard A | President & CEO, Director | Buy(P) | 22K | $84.23 | $1.8M |
| May 26, 2026 | Adams John K JR | Director | Grant(A) | 2K | — | $0 |
| May 26, 2026 | Adams John K JR | Director | Grant(A) | 4K | — | $0 |
| May 26, 2026 | Ruffel Charles A. | Director | Grant(A) | 2K | — | $0 |
| May 26, 2026 | Ruffel Charles A. | Director | Grant(A) | 4K | — | $0 |
| May 26, 2026 | Schwab-Pomerantz Carolyn | Director | Grant(A) | 2K | — | $0 |
| May 26, 2026 | Schwab-Pomerantz Carolyn | Director | Grant(A) | 4K | — | $0 |
| May 26, 2026 | Dea Joan | Director | Grant(A) | 2K | — | $0 |
| May 26, 2026 | Dea Joan | Director | Grant(A) | 4K | — | $0 |
| May 26, 2026 | Brown Marianne Catherine | Director | Grant(A) | 2K | — | $0 |
| May 26, 2026 | Brown Marianne Catherine | Director | Grant(A) | 4K | — | $0 |
| May 26, 2026 | Dodds Christopher V | Director | Grant(A) | 2K | — | $0 |
| May 26, 2026 | Dodds Christopher V | Director | Grant(A) | 4K | — | $0 |
| May 26, 2026 | Herringer Frank C | Director | Grant(A) | 2K | — | $0 |
| May 26, 2026 | Herringer Frank C | Director | Grant(A) | 4K | — | $0 |
| May 26, 2026 | Sneed Paula A | Director | Grant(A) | 2K | — | $0 |
| May 26, 2026 | Sneed Paula A | Director | Grant(A) | 4K | — | $0 |
| May 26, 2026 | Ellis Stephen A | Director | Grant(A) | 2K | — | $0 |
| May 26, 2026 | Ellis Stephen A | Director | Grant(A) | 4K | — | $0 |
| May 26, 2026 | Sarin Arun | Director | Grant(A) | 2K | — | $0 |
| May 26, 2026 | Sarin Arun | Director | Grant(A) | 4K | — | $0 |
| May 22, 2026 | Schwab Charles R. | Co-Chairman, Director | Gift(G) | 210K | — | $0 |
| May 21, 2026 | Dea Joan | Director | Gift(G) | 835 | — | $0 |
| May 19, 2026 | Schwab Charles R. | Co-Chairman, Director | Sell(S) | 28K | $92.22 | $2.5M |
| May 18, 2026 | Schwab Charles R. | Co-Chairman, Director | Sell(S) | 28K | $92.40 | $2.5M |
| May 15, 2026 | Schwab Charles R. | Co-Chairman, Director | Gift(G) | 5K | — | $0 |
| May 13, 2026 | Sarin Arun | Director | Option exercise(M) | 8K | $28.96 | $228K |
| May 13, 2026 | Sarin Arun | Director | Sell(S) | 3K | $91.16 | $228K |
| May 13, 2026 | Sarin Arun | Director | Option exercise(M) | 8K | — | $0 |
| May 6, 2026 | Schwab Charles R. | Co-Chairman, Director | Sell(S) | 109K | $92.01 | $10.1M |
| May 5, 2026 | Schwab-Pomerantz Carolyn | Director | Option exercise(M) | 10K | $31.65 | $314K |
| May 5, 2026 | Schwab-Pomerantz Carolyn | Director | Sell(S) | 10K | $92.29 | $915K |
| May 5, 2026 | Schwab-Pomerantz Carolyn | Director | Option exercise(M) | 10K | — | $0 |
| May 4, 2026 | Schwab Charles R. | Co-Chairman, Director | Sell(S) | 109K | $91.50 | $10.0M |
| May 1, 2026 | Schwab Charles R. | Co-Chairman, Director | Sell(S) | 55K | $91.86 | $5.1M |
| Apr 30, 2026 | Schwab Charles R. | Co-Chairman, Director | Sell(S) | 50K | $91.81 | $4.6M |
| Apr 29, 2026 | Schwab Charles R. | Co-Chairman, Director | Sell(S) | 64K | $90.49 | $5.8M |
| Apr 28, 2026 | Herringer Frank C | Director | Option exercise(M) | 8K | $28.96 | $228K |
| Apr 28, 2026 | Herringer Frank C | Director | Sell(S) | 3K | $90.60 | $228K |
| Apr 28, 2026 | Herringer Frank C | Director | Option exercise(M) | 8K | — | $0 |
| Apr 27, 2026 | Schwab Charles R. | Co-Chairman, Director | Sell(S) | 36K | $90.00 | $3.3M |
| Apr 23, 2026 | Schwab Charles R. | Co-Chairman, Director | Sell(S) | 36K | $90.50 | $3.3M |
| Apr 15, 2026 | Woolway Paul V | MD, Chief Banking Officer | Option exercise(M) | 8K | $52.05 | $413K |
| Apr 15, 2026 | Woolway Paul V | MD, Chief Banking Officer | Sell(S) | 8K | $100.00 | $794K |
| Apr 15, 2026 | Woolway Paul V | MD, Chief Banking Officer | Option exercise(M) | 8K | — | $0 |
| Apr 14, 2026 | Woolway Paul V | MD, Chief Banking Officer | Option exercise(M) | 8K | $52.05 | $413K |
| Apr 14, 2026 | Woolway Paul V | MD, Chief Banking Officer | Sell(S) | 8K | $98.00 | $778K |
| Apr 14, 2026 | Woolway Paul V | MD, Chief Banking Officer | Option exercise(M) | 8K | — | $0 |
| Apr 14, 2026 | Craig Jonathan M. | MD, Head of Retail Investing | Option exercise(M) | 22K | $46.81 | $1.0M |
| Apr 14, 2026 | Craig Jonathan M. | MD, Head of Retail Investing | Sell(S) | 22K | $99.00 | $2.2M |
| Apr 14, 2026 | Craig Jonathan M. | MD, Head of Retail Investing | Option exercise(M) | 22K | — | $0 |
| Apr 14, 2026 | Murtagh Nigel J | Chief Risk Officer | Option exercise(M) | 41K | $52.05 | $2.1M |
| Apr 14, 2026 | Murtagh Nigel J | Chief Risk Officer | Sell(S) | 41K | $99.00 | $4.1M |
| Apr 14, 2026 | Murtagh Nigel J | Chief Risk Officer | Option exercise(M) | 41K | — | $0 |
| Apr 1, 2026 | Brown Marianne Catherine | Director | Grant(A) | 434 | — | — |
| Apr 1, 2026 | Ruffel Charles A. | Director | Grant(A) | 1K | — | — |
| Apr 1, 2026 | Herringer Frank C | Director | Grant(A) | 474 | — | — |
| Apr 1, 2026 | Ellis Stephen A | Director | Grant(A) | 393 | — | — |
| Mar 24, 2026 | Ellis Stephen A | Director | Option exercise(M) | 2K | $28.38 | $54K |
| Mar 24, 2026 | Ellis Stephen A | Director | Option exercise(M) | 8K | $28.96 | $228K |
| Mar 24, 2026 | Ellis Stephen A | Director | Option exercise(M) | 2K | $1,899.00 | $3.6M |
| Mar 24, 2026 | Ellis Stephen A | Director | Option exercise(M) | 8K | $7,866.00 | $61.9M |
| Mar 3, 2026 | Murtagh Nigel J | Chief Risk Officer | Sell(S) | 4K | $94.43 | $421K |
| Mar 3, 2026 | Murtagh Nigel J | Chief Risk Officer | Sell(S) | 3K | $94.90 | $260K |
| Mar 3, 2026 | Craig Jonathan M. | MD, Head of Investor Services | Sell(S) | 9K | $94.42 | $853K |
| Mar 3, 2026 | Craig Jonathan M. | MD, Head of Investor Services | Sell(S) | 5K | $94.89 | $517K |
| Mar 3, 2026 | Howard Dennis | MD, Chief Tech, OPS & Data Off | Sell(S) | 6K | $94.43 | $592K |
| Mar 3, 2026 | Howard Dennis | MD, Chief Tech, OPS & Data Off | Sell(S) | 4K | $94.88 | $364K |
| Mar 3, 2026 | Woolway Paul V | MD, Chief Banking Officer | Sell(S) | 4K | $94.41 | $342K |
| Mar 3, 2026 | Woolway Paul V | MD, Chief Banking Officer | Sell(S) | 3K | $94.89 | $237K |
| Mar 2, 2026 | Wurster Richard A | President & CEO, Director | Grant(A) | 230K | — | $0 |
| Mar 2, 2026 | Beatty Jonathan S | MD, Head of Advisor Services | Grant(A) | 25K | — | $0 |
| Mar 2, 2026 | Verdeschi Michael D | CFO | Grant(A) | 62K | — | $0 |
| Mar 2, 2026 | Woolway Paul V | MD, Chief Banking Officer | Option exercise(M) | 16K | $52.05 | $827K |
| Mar 2, 2026 | Woolway Paul V | MD, Chief Banking Officer | Sell(S) | 8K | $94.23 | $748K |
| Mar 2, 2026 | Woolway Paul V | MD, Chief Banking Officer | Sell(S) | 8K | $96.00 | $762K |
| Mar 2, 2026 | Woolway Paul V | MD, Chief Banking Officer | Option exercise(M) | 16K | — | $0 |
| Mar 2, 2026 | Woolway Paul V | MD, Chief Banking Officer | Grant(A) | 15K | — | $0 |
| Mar 2, 2026 | Craig Jonathan M. | MD, Head of Investor Services | Grant(A) | 50K | — | $0 |
| Mar 2, 2026 | Murtagh Nigel J | Chief Risk Officer | Grant(A) | 30K | — | $0 |
| Mar 2, 2026 | Howard Dennis | MD, Chief Tech, OPS & Data Off | Grant(A) | 42K | — | $0 |
| Mar 2, 2026 | Schwab Charles R. | Co-Chairman, Director | Grant(A) | 72K | — | $0 |
| Mar 2, 2026 | Bettinger Walter W | Co-Chairman, Director | Grant(A) | 42K | — | $0 |
| Mar 2, 2026 | Morgan Peter J. III | General Counsel | Grant(A) | 21K | — | $0 |
| Mar 1, 2026 | Wurster Richard A | President & CEO, Director | Grant(A) | 62K | — | $0 |
| Mar 1, 2026 | Wurster Richard A | President & CEO, Director | Tax withholding(F) | 23K | $95.31 | $2.2M |
Insider transactions sourced from SEC EDGAR Form 4 filings, normalized within minutes of acceptance. "Buy"/"Sell" mark open-market transactions (codes P/S), the tradeable signal. Awards, option exercises and tax-withholding are shown with their raw code. All data is public domain.
Coverage: Form 4 filings indexed 2021-01-04 → 2026-07-18. Earlier history is backfilling; this window widens as it deepens.
Programmatic access via the Arkolith API & MCP server (insider.transactions, insider.company).