The Charles Schwab Corporation, through its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates through two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services, retirement plan services, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor, retirement plan, and mutual fund clearing services. The Advisor Services segment provides custodial, trading, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with cash management capabilities; third-party mutual funds, as well as proprietary mutual funds, plus mutual fund trading, and clearing services to broker-dealers; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, certificates of deposit, first lien residential real estate mortgage loans, home equity loans and lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. The company serves individuals and institutional clients in the United States, the Commonwealth of Puerto Rico, England, Hong Kong, Singapore, and Australia. The Charles Schwab Corporation was founded in 1971 and is headquartered in San Francisco, California. |
Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
Kallsen Terri R | EVP - Investor Services | Apr 24 | Option Exercise | 28.35 | 36,285 | 1,028,636 | 36,285 | Apr 24 07:42 PM | SCHWAB CHARLES R | Chairman | Apr 24 | Sale | 55.02 | 262,000 | 14,414,888 | 87,031,391 | Apr 24 07:42 PM | Kallsen Terri R | EVP - Investor Services | Apr 24 | Sale | 55.89 | 36,285 | 2,027,871 | 0 | Apr 24 07:42 PM | SCHWAB CHARLES R | Chairman | Apr 23 | Sale | 54.99 | 250,000 | 13,747,475 | 87,293,391 | Apr 23 05:28 PM | Chandoha Marie A | President - CSIM | Apr 20 | Option Exercise | 26.24 | 31,386 | 823,557 | 45,992 | Apr 23 05:56 PM | MARTINETTO JOSEPH R | Senior EVP and COO | Apr 20 | Option Exercise | 14.76 | 280,685 | 4,142,223 | 453,015 | Apr 23 07:06 PM | Chandoha Marie A | President - CSIM | Apr 20 | Sale | 54.79 | 31,386 | 1,719,777 | 14,606 | Apr 23 05:56 PM | MARTINETTO JOSEPH R | Senior EVP and COO | Apr 20 | Sale | 54.80 | 280,685 | 15,381,426 | 172,330 | Apr 23 07:06 PM | Craig Jonathan M. | Senior EVP | Apr 16 | Option Exercise | 17.38 | 2,629 | 45,692 | 2,629 | Apr 16 04:21 PM | Craig Jonathan M. | Senior EVP | Apr 16 | Sale | 52.11 | 2,629 | 136,984 | 0 | Apr 16 04:21 PM | WALTHER ROGER O | Director | Apr 05 | Option Exercise | 22.39 | 7,486 | 167,612 | 240,685 | Apr 06 12:06 PM | Craig Jonathan M. | Senior EVP | Mar 12 | Option Exercise | 12.88 | 5,000 | 64,400 | 5,000 | Mar 12 06:45 PM | Craig Jonathan M. | Senior EVP | Mar 12 | Sale | 58.01 | 5,000 | 290,041 | 0 | Mar 12 06:45 PM | Craig Jonathan M. | Senior EVP | Mar 08 | Sale | 55.63 | 1,820 | 101,239 | 0 | Mar 08 03:50 PM | BUTCHER C PRESTON | Director | Mar 07 | Option Exercise | 19.90 | 3,860 | 76,814 | 899,378 | Mar 08 05:06 PM | Craig Jonathan M. | Senior EVP | Mar 07 | Sale | 53.92 | 6,226 | 335,701 | 1,820 | Mar 08 03:50 PM | Kallsen Terri R | EVP - Investor Services | Mar 07 | Sale | 54.00 | 9,156 | 494,424 | 0 | Mar 08 03:49 PM | Clark Bernard J. | EVP - Advisor Services | Mar 07 | Sale | 54.07 | 11,238 | 607,693 | 52,850 | Mar 08 05:10 PM | Murtagh Nigel J | EVP - Corporate Risk | Mar 05 | Option Exercise | 52.82 | 2,063 | 108,968 | 32,586 | Mar 06 07:27 PM | MARTINETTO JOSEPH R | Senior EVP and COO | Mar 05 | Option Exercise | 52.82 | 3,641 | 192,318 | 172,330 | Mar 06 07:27 PM | SCHWAB CHARLES R | Chairman | Mar 05 | Option Exercise | 52.82 | 7,282 | 384,635 | 87,543,391 | Mar 06 07:27 PM | Craig Jonathan M. | Senior EVP | Mar 05 | Option Exercise | 52.82 | 1,820 | 96,132 | 8,046 | Mar 06 08:03 PM | Clark Bernard J. | EVP - Advisor Services | Mar 05 | Option Exercise | 52.82 | 3,342 | 176,524 | 64,088 | Mar 06 07:26 PM | Chandoha Marie A | President - CSIM | Mar 05 | Option Exercise | 52.82 | 3,641 | 192,318 | 14,606 | Mar 06 07:26 PM | Bettinger Walter W | President and CEO | Mar 05 | Option Exercise | 52.82 | 15,777 | 833,341 | 242,003 | Mar 06 07:26 PM | Murtagh Nigel J | EVP - Corporate Risk | Mar 02 | Option Exercise | 51.62 | 6,944 | 358,415 | 30,523 | Mar 05 07:17 PM | SCHWAB CHARLES R | Chairman | Mar 02 | Option Exercise | 51.62 | 19,826 | 1,023,319 | 87,536,109 | Mar 05 07:17 PM | Kallsen Terri R | EVP - Investor Services | Mar 02 | Option Exercise | 51.62 | 9,156 | 472,587 | 9,156 | Mar 05 07:19 PM | MARTINETTO JOSEPH R | Senior EVP and COO | Mar 02 | Option Exercise | 51.62 | 12,773 | 659,278 | 168,689 | Mar 05 07:19 PM | Craig Jonathan M. | Senior EVP | Mar 02 | Option Exercise | 51.62 | 6,226 | 321,355 | 6,226 | Mar 05 07:19 PM | Garfield David R | EVP and General Counsel | Mar 02 | Option Exercise | 51.62 | 6,184 | 319,187 | 18,096 | Mar 05 07:19 PM | Bettinger Walter W | President and CEO | Mar 02 | Option Exercise | 51.62 | 45,249 | 2,335,527 | 226,226 | Mar 05 07:20 PM | Chandoha Marie A | President - CSIM | Mar 02 | Option Exercise | 51.62 | 10,965 | 565,958 | 10,965 | Mar 05 07:20 PM | Clark Bernard J. | EVP - Advisor Services | Mar 02 | Option Exercise | 51.62 | 7,896 | 407,552 | 60,746 | Mar 05 07:20 PM | Kallsen Terri R | EVP - Investor Services | Mar 01 | Option Exercise | 26.39 | 5,000 | 131,950 | 5,000 | Mar 01 03:11 PM | Kallsen Terri R | EVP - Investor Services | Mar 01 | Sale | 52.94 | 5,000 | 264,722 | 0 | Mar 01 03:11 PM | Clark Bernard J. | EVP - Advisor Services | Feb 27 | Option Exercise | 23.12 | 30,020 | 694,062 | 82,870 | Feb 27 01:15 PM | Clark Bernard J. | EVP - Advisor Services | Feb 27 | Sale | 55.05 | 30,020 | 1,652,481 | 52,850 | Feb 27 01:15 PM | SNEED PAULA A | Director | Feb 27 | Sale | 54.91 | 12,040 | 661,156 | 97,679 | Feb 27 01:45 PM | Murtagh Nigel J | EVP - Corporate Risk | Feb 26 | Option Exercise | 16.40 | 15,000 | 246,000 | 38,579 | Feb 26 06:27 PM | Murtagh Nigel J | EVP - Corporate Risk | Feb 26 | Sale | 53.28 | 15,000 | 799,235 | 23,579 | Feb 26 06:27 PM | SCHWAB CHARLES R | Chairman | Feb 14 | Sale | 52.17 | 74,450 | 3,884,295 | 87,516,283 | Feb 15 02:17 PM | Kallsen Terri R | EVP - Investor Services | Feb 07 | Option Exercise | 28.44 | 2,026 | 57,619 | 2,026 | Feb 08 01:46 PM | Kallsen Terri R | EVP - Investor Services | Feb 07 | Sale | 51.94 | 2,026 | 105,236 | 0 | Feb 08 01:46 PM | HERRINGER FRANK C | Director | Jan 30 | Option Exercise | 22.39 | 7,486 | 167,612 | 111,276 | Jan 31 07:42 PM | SNEED PAULA A | Director | Jan 29 | Option Exercise | 15.45 | 38,917 | 601,263 | 120,789 | Jan 30 06:34 PM | SCHWAB CHARLES R | Chairman | Jan 29 | Sale | 54.03 | 240,000 | 12,966,096 | 88,113,733 | Jan 29 07:01 PM | MCLIN STEPHEN T | Director | Jan 26 | Option Exercise | 18.45 | 18,663 | 344,379 | 170,110 | Jan 26 06:54 PM | MCLIN STEPHEN T | Director | Jan 26 | Sale | 53.97 | 18,663 | 1,007,188 | 151,447 | Jan 26 06:54 PM | SCHWAB CHARLES R | Chairman | Jan 25 | Sale | 54.49 | 240,000 | 13,076,664 | 88,353,733 | Jan 25 02:56 PM | SCHWAB CHARLES R | Chairman | Jan 24 | Sale | 55.13 | 240,000 | 13,230,744 | 88,593,733 | Jan 24 06:02 PM | SCHWAB CHARLES R | Chairman | Jan 18 | Sale | 55.31 | 300,000 | 16,593,900 | 88,833,733 | Jan 18 05:07 PM | Kallsen Terri R | EVP - Investor Services | Jan 03 | Option Exercise | 28.44 | 2,026 | 57,619 | 2,026 | Jan 04 03:15 PM | Kallsen Terri R | EVP - Investor Services | Jan 03 | Sale | 51.30 | 2,026 | 103,942 | 0 | Jan 04 03:15 PM | BUTCHER C PRESTON | Director | Dec 15 | Option Exercise | 24.58 | 4,040 | 99,303 | 895,518 | Dec 19 01:46 PM | Kallsen Terri R | EVP - Investor Services | Dec 06 | Option Exercise | 23.12 | 1,982 | 45,824 | 1,982 | Dec 06 07:26 PM | Kallsen Terri R | EVP - Investor Services | Dec 06 | Sale | 50.55 | 1,982 | 100,189 | 0 | Dec 06 07:26 PM | Crawford Peter B. | EVP and CFO | Dec 05 | Option Exercise | 15.43 | 12,459 | 192,242 | 23,173 | Dec 07 06:19 PM | Crawford Peter B. | EVP and CFO | Dec 05 | Sale | 51.58 | 12,459 | 642,635 | 10,714 | Dec 07 06:19 PM | Clark Bernard J. | EVP - Advisor Services | Dec 04 | Option Exercise | 16.40 | 50,444 | 827,282 | 103,294 | Dec 04 05:47 PM | Bettinger Walter W | President and CEO | Dec 04 | Option Exercise | 23.12 | 156,100 | 3,609,032 | 433,564 | Dec 04 05:47 PM | Bettinger Walter W | President and CEO | Dec 04 | Sale | 50.05 | 156,100 | 7,812,415 | 277,464 | Dec 04 05:47 PM | Clark Bernard J. | EVP - Advisor Services | Dec 04 | Sale | 50.52 | 50,444 | 2,548,668 | 52,850 | Dec 04 05:47 PM | Bettinger Walter W | President and CEO | Nov 30 | Option Exercise | 22.67 | 168,220 | 3,813,547 | 445,684 | Nov 30 07:06 PM | Clark Bernard J. | EVP - Advisor Services | Nov 30 | Option Exercise | 22.67 | 32,350 | 733,375 | 85,200 | Nov 30 03:03 PM | Clark Bernard J. | EVP - Advisor Services | Nov 30 | Sale | 49.16 | 32,350 | 1,590,394 | 52,850 | Nov 30 03:03 PM | Bettinger Walter W | President and CEO | Nov 30 | Sale | 49.10 | 168,220 | 8,260,073 | 277,464 | Nov 30 07:06 PM | MARTINETTO JOSEPH R | Senior EVP | Nov 29 | Option Exercise | 12.29 | 94,988 | 1,167,285 | 250,904 | Nov 29 05:54 PM | Bettinger Walter W | President and CEO | Nov 29 | Option Exercise | 16.40 | 262,309 | 4,301,868 | 539,773 | Nov 29 05:54 PM | SCHWAB CHARLES R | Chairman | Nov 29 | Sale | 48.30 | 211,620 | 10,221,817 | 91,429,443 | Nov 29 05:54 PM | Bettinger Walter W | President and CEO | Nov 29 | Sale | 48.15 | 262,309 | 12,631,228 | 277,464 | Nov 29 05:54 PM | MARTINETTO JOSEPH R | Senior EVP | Nov 29 | Sale | 48.15 | 94,988 | 4,573,302 | 155,916 | Nov 29 05:54 PM | Chandoha Marie A | President - CSIM | Nov 27 | Option Exercise | 28.66 | 56,327 | 1,614,404 | 56,327 | Nov 27 06:17 PM | Chandoha Marie A | President - CSIM | Nov 27 | Sale | 45.86 | 56,327 | 2,583,089 | 0 | Nov 27 06:17 PM | Murtagh Nigel J | EVP - Corporate Risk | Nov 22 | Option Exercise | 13.64 | 10,000 | 136,400 | 33,441 | Nov 27 01:30 PM | Murtagh Nigel J | EVP - Corporate Risk | Nov 22 | Sale | 45.79 | 10,000 | 457,874 | 23,441 | Nov 27 01:30 PM | SCHWAB CHARLES R | Chairman | Nov 16 | Sale | 44.78 | 175,000 | 7,836,658 | 91,542,413 | Nov 16 05:19 PM | SCHWAB CHARLES R | Chairman | Nov 15 | Sale | 44.53 | 175,000 | 7,792,365 | 91,717,413 | Nov 16 05:19 PM | SCHWAB CHARLES R | Chairman | Nov 10 | Sale | 44.29 | 200,000 | 8,857,960 | 91,892,413 | Nov 13 11:31 AM | Chandoha Marie A | President - CSIM | Nov 08 | Option Exercise | 25.59 | 16,799 | 429,852 | 16,799 | Nov 08 04:36 PM | Crawford Peter B. | EVP and CFO | Nov 08 | Sale | 44.03 | 491 | 21,618 | 8,780 | Nov 09 03:46 PM | Kallsen Terri R | EVP - Investor Services | Nov 08 | Sale | 43.97 | 815 | 35,836 | 0 | Nov 09 03:43 PM | Chandoha Marie A | President - CSIM | Nov 08 | Sale | 44.31 | 16,799 | 744,412 | 0 | Nov 08 04:36 PM | Bettinger Walter W | President and CEO | Nov 07 | Buy | 27.21 | 72,510 | 1,973,177 | 72,510 | Nov 08 04:35 PM | Kallsen Terri R | EVP - Investor Services | Nov 06 | Sale | 44.64 | 861 | 38,439 | 0 | Nov 07 06:15 PM | Crawford Peter B. | EVP and CFO | Nov 06 | Sale | 44.64 | 1,063 | 47,454 | 8,780 | Nov 07 06:15 PM | Garfield David R | EVP and General Counsel | Nov 03 | Option Exercise | 28.62 | 75,629 | 2,164,403 | 89,253 | Nov 03 03:13 PM | Garfield David R | EVP and General Counsel | Nov 03 | Sale | 44.58 | 75,629 | 3,371,896 | 13,624 | Nov 03 03:13 PM | Kallsen Terri R | EVP - Investor Services | Nov 02 | Option Exercise | 23.12 | 1,981 | 45,801 | 1,981 | Nov 02 02:50 PM | Kallsen Terri R | EVP - Investor Services | Nov 02 | Sale | 44.18 | 1,981 | 87,516 | 0 | Nov 02 02:50 PM | Murtagh Nigel J | EVP - Corporate Risk | Oct 31 | Sale | 45.15 | 8,000 | 361,194 | 15,622 | Oct 31 05:18 PM | SCHWAB CHARLES R | Chairman | Oct 26 | Sale | 44.78 | 5,065 | 226,805 | 92,301,913 | Oct 26 06:31 PM | Chandoha Marie A | President - CSIM | Oct 26 | Sale | 45.59 | 7,000 | 319,150 | 0 | Oct 26 06:28 PM | SCHWAB CHARLES R | Chairman | Oct 25 | Sale | 44.78 | 394,935 | 17,685,308 | 92,306,978 | Oct 25 05:52 PM | SCHWAB CHARLES R | Chairman | Oct 24 | Sale | 44.89 | 225,000 | 10,101,240 | 33,274,941 | Oct 24 06:38 PM | WILSON ROBERT N | Director | Oct 18 | Option Exercise | 18.97 | 26,924 | 510,625 | 177,875 | Oct 20 06:27 PM | Kallsen Terri R | EVP - Investor Services | Oct 06 | Option Exercise | 30.17 | 4,267 | 128,735 | 4,267 | Oct 06 01:51 PM | Chandoha Marie A | President - CSIM | Oct 06 | Option Exercise | 29.46 | 19,074 | 561,981 | 26,074 | Oct 06 01:51 PM | Chandoha Marie A | President - CSIM | Oct 06 | Sale | 45.94 | 19,074 | 876,166 | 7,000 | Oct 06 01:51 PM | Kallsen Terri R | EVP - Investor Services | Oct 06 | Sale | 46.02 | 4,267 | 196,357 | 0 | Oct 06 01:51 PM |
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