StockCIK 316709
SCHWAB CHARLES CORP (SCHW): Insider Trades and Fund Holdings
In the past 12 months, SCHWAB CHARLES CORP insiders reported 0 open-market purchases worth $0 and 11 sales worth $51.5M; 5 of the sales were reported as made under a 10b5-1 trading plan.
0Insider buys, 12 months
$0Bought by insiders, 12 months
$51.5MSold by insiders, 12 months
5Tracked funds holding
Recent insider trades
Open-market purchases (code P) and sales (code S) from Form 4. Grants, option exercises and gifts are not shown. Latest filing: Oct 5, 2026.
| Filed | Insider | Type | Value |
|---|---|---|---|
| Oct 5 | Neesha HathiMD, Head Wealth Adv, Bnk, Tst | ▼ SELL10b5-1 | $489K |
| Sep 2 | Neesha HathiMD, Head Wealth Adv, Bnk, Tst | ▼ SELL10b5-1 | $346K |
| Aug 31 | Walter W. BettingerChair | ▼ SELL | $8.25M |
| Aug 31 | Neesha HathiMD, Head Wealth Adv, Bnk, Tst | ▼ SELL10b5-1 | $343K |
| Aug 27 | Carolyn Schwab-PomerantzDirector | ▼ SELL | $1.00M |
| Aug 26 | Walter W. BettingerChair | ▼ SELL | $20.0M |
| Aug 26 | Charles R. SchwabChair | ▼ SELL | $13.2M |
| Aug 18 | Jonathan S. BeattyMD, Head of Advisor Services | ▼ SELL | $111K |
| Aug 17 | Jonathan M. CraigMD, Head of Retail Investing | ▼ SELL10b5-1 | $2.43M |
| Aug 17 | Dennis HowardMD, Chief Tech, OPS & Data Off | ▼ SELL10b5-1 | $242K |
Source: SEC Form 4 filings, retrieved Oct 28, 2026. How we read filings
All 11 SCHW insider trades →Insiders who traded in the past year
| Insider | Role | Buys | Bought | Sells | Sold |
|---|---|---|---|---|---|
| Neesha Hathi | MD, Head Wealth Adv, Bnk, Tst | 0 | $0 | 3 | $1.18M |
| Walter W. Bettinger | Chair | 0 | $0 | 2 | $28.2M |
| Carolyn Schwab-Pomerantz | Director | 0 | $0 | 1 | $1.00M |
| Charles R. Schwab | Chair | 0 | $0 | 2 | $18.3M |
| Jonathan S. Beatty | MD, Head of Advisor Services | 0 | $0 | 1 | $111K |
| Jonathan M. Craig | MD, Head of Retail Investing | 0 | $0 | 1 | $2.43M |
| Dennis Howard | MD, Chief Tech, OPS & Data Off | 0 | $0 | 1 | $242K |
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Tracked funds that report SCHW
From each fund's latest 13F. Holdings are as of quarter end and are filed up to 45 days later.
| Fund | Shares | Value | Change |
|---|---|---|---|
| Viking Global Investors | 10,638,869 | $981.6M | ▼ −27.5% |
| Ruane, Cunniff & Goldfarb | 4,571,355 | $421.8M | ▼ −3.0% |
| Renaissance Technologies | 1,911,141 | $176.3M | ▲ New |
| Markel Group | 1,394,800 | $128.7M | ▲ +0.8% |
| Bridgewater Associates | 28,728 | $2.65M | ▲ +27.1% |
Source: SEC Form 13F-HR filings, retrieved Oct 28, 2026. How we read filings
Reading these numbers
Insiders sell for many reasons: taxes, diversification, a house. Purchases with their own money are rarer and are usually read as more informative. A Form 4 is due within two business days of the trade. How to read a Form 4 →