Every Form 4 that The Charles Schwab Corporation (SCHW) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow SCHW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SCHW filings page.
Charles Schwab Corporation reported a director equity grant on a Form 4. On 01/02/2026, the director acquired 394 restricted stock units (RSUs) under the company’s Directors' Deferred Compensation Plan II. Each RSU represents the right to receive one share of Charles Schwab stock and is held in a rabbi trust for the director’s benefit.
The RSUs were received in lieu of cash director fees and will be distributed to the director when she leaves the Board of Directors. Following this transaction, the director beneficially owns 7,365.22 RSUs, which includes 20.43 RSUs acquired through dividend reinvestment in November 2025.
Charles Schwab Corp director equity compensation update: A company director reported receiving 431 restricted stock units (RSUs) of Charles Schwab Corp common stock on 01/02/2026 under the Directors' Deferred Compensation Plan II. These RSUs were received in lieu of cash director fees and are held in a rabbi trust for the director's benefit, to be distributed when he leaves the Board of Directors. Following this transaction, the director beneficially owns 150,782.73 RSUs, which includes 440.59 RSUs acquired through dividend reinvestment in November 2025. Each RSU represents the right to receive one share of company stock.
Charles Schwab Corp disclosed a director equity grant in the form of restricted stock units. On 01/02/2026, a director received 357 restricted stock units, each representing the right to receive one share of common stock. These units were granted under the Directors' Deferred Compensation Plan II and are held in a rabbi trust for the director’s benefit.
The RSUs were issued in lieu of cash director fees and will be distributed to the director when he leaves the Board of Directors, consistent with the plan’s terms. Following this transaction, the director beneficially owned 12,417.76 restricted stock units, which includes 35.34 RSUs acquired through dividend reinvestment in November 2025.
Charles Schwab Corporation director reports new stock option grant. A company director filed a Form 4 disclosing receipt of a nonqualified stock option to buy 1,317 shares of Schwab common stock on 01/02/2026 at an exercise price of $101.57 per share. The option was granted under the Directors' Deferred Compensation Plan II, vested immediately on the grant date, and is scheduled to expire on 01/02/2036. The filing states the option was received in lieu of cash compensation otherwise payable as director fees and is held as a direct ownership position.
Charles Schwab Corporation officer Form 4 shows an option exercise and related share sale. On 12/23/2025, the reporting person exercised a nonqualified stock option to buy 2,000 shares of Charles Schwab common stock at $46.39 per share, granted under the company’s 2013 Stock Incentive Plan and expiring on 11/01/2028.
The 2,000 shares received were contributed to a trust, and the trust then sold 2,000 shares of common stock on the same date in multiple trades at a weighted average price of $102.0108 per share under a Rule 10b5‑1 trading plan adopted on May 28, 2025. After these transactions, the reporting person held 43,340 shares directly and 11,923 shares indirectly through the trust, and 2,000 stock options remained beneficially owned.
Charles Schwab Corp director reports option exercise and trust transfer. A company director exercised a nonqualified stock option for 1,922 shares of common stock at an exercise price of $31.98 per share on 12/16/2025, coded as transaction type “M”. Following this transaction, the director directly owned 6,660 shares of Charles Schwab common stock and indirectly held 97,959.7662 shares through a trust.
The explanation notes that the shares received upon exercise were contributed to a revocable trust and that the indirect holdings include 277.8338 shares acquired via dividend reinvestment. The option was originally granted under the Directors' Deferred Compensation Plan II and vested immediately, and after this exercise the report shows 0 derivative securities of this option remaining.
Charles Schwab Corp director reports share transfer
A director of Charles Schwab Corp (SCHW) reported a transaction in company stock dated 11/19/2025. The filing shows a transaction coded "G" for 8,372 shares of common stock at a price of $0, which typically indicates a gift or similar transfer for no consideration. After this transaction, the director reports beneficial ownership of 9,778.6867 shares held directly, 9,662.1247 shares held indirectly through an IRA, and 3,493.6468 shares held indirectly through a 401(k) plan.
The reported direct and indirect positions include shares acquired through dividend reinvestment: 40.3393 shares in the direct account, 27.3683 shares in the IRA, and 9.8959 shares in the 401(k). This Form 4 provides an updated snapshot of the director’s holdings in Schwab stock, distinguishing between direct ownership and retirement-related accounts.
Charles Schwab Corp (SCHW) reported an insider equity change involving its Chief Risk Officer. On 11/12/2025, the officer reported a Form 4 transaction coded "G" in common stock, indicating a gift or similar transfer. The filing shows 1,032.4013 shares of common stock disposed of at a stated price of $0, leaving 57,972.4846 shares beneficially owned directly after the transaction. The officer also reports an additional 2,374 shares held indirectly through an employee stock purchase plan (ESPP). The position includes 5.6553 shares that were acquired through dividend reinvestment, highlighting ongoing participation in Schwab equity programs.
Charles Schwab Corporation (SCHW) reported an insider equity transaction by its MD, Head of Advisor Services. On 11/12/2025, the executive exercised a nonqualified stock option to acquire 3,072 shares of common stock at $46.39 per share, then contributed those shares to a trust. That same day, the trust sold 3,072 shares of common stock at $98 per share under a pre-arranged Rule 10b5-1 trading plan adopted on May 28, 2025. Following these transactions, the executive directly owned 43,340 shares of Schwab common stock and the trust beneficially owned 11,923 shares, with 4,000 stock options remaining outstanding and held directly.
Charles Schwab Corp (SCHW) director reports a stock gift. A reporting person serving as a director transferred 8,680 shares of Charles Schwab common stock on 11/13/2025 in a transaction coded "G," which indicates a gift, at a stated price of $0 per share. After this transaction, the director reports beneficial ownership of 96,974.1605 shares held indirectly through a trust and an additional 8,073 shares held directly.
Charles Schwab Corp (SCHW) insider, a Director and Co‑Chairman, reported a gift of 52,500 shares of common stock on 11/12/2025 (transaction code G) at a stated price of $0. The shares were held indirectly by a trust.
After the transaction, the reporting person beneficially owned shares indirectly across entities: 56,119,454 by Trust, 30,641,981 by a Limited Partnership, 44,025 by 188 Corp, and 9,509,797.33 by Spouse as Trustee. The filing was made by one reporting person.
Charles Schwab Corp (SCHW) reported an insider transaction on a Form 4. A director recorded a gift (Code G) of 298 shares of common stock on 11/10/2025 at a stated price of $0.
Following the transaction, the reporting person’s beneficial ownership included 1,434,558.6599 shares held indirectly by a trust, 440,914 shares held indirectly by spouse as trustee, 2,798 shares held indirectly by an LLC, and 9,624 shares held directly.
Charles Schwab Corp (SCHW) reported an insider Form 4. A Director and Co‑Chairman filed a Code G transaction on 11/10/2025 involving 61,388 shares at $0. Following the transaction, 529,346 shares were beneficially owned indirectly by a Family Trust.
Other indirect holdings disclosed: 4,073 shares by ESPP, 6,677.621 shares by ESOP, 2,379.7757 shares by spouse, and 176.1192 shares by spouse as trustee. The ESOP figure is based on a plan statement as of November 11, 2025, and the spouse’s amount includes 6.7408 shares acquired through dividend reinvestment.
Charles Schwab Corporation (SCHW) officer (MD, Chief Banking Officer) reported Form 4 transactions dated 11/10/2025. The filing lists transfers coded “G” at $0: 1,089 shares of common stock were transferred out (disposition) from a trust, and 398 shares were added to each of Son 1 and Son 2 accounts.
Following these transactions, beneficial ownership is reported as: 29,866.4372 shares by Trust, 1,536.624 shares by Son 1, and 1,536.624 shares by Son 2, all indirect. Additional reported holdings include 25,153 shares held directly and 7,468 shares held indirectly via ESPP. The remarks note the activity reflects transfers of shares between trusts.
Charles Schwab (SCHW) insider transaction: An officer (MD, Head of Investor Services) reported an option exercise and same‑day sale on 11/07/2025. The insider exercised 35,188 nonqualified stock options at an exercise price of $41.98 per share (code M), then sold 35,188 shares at a weighted average sale price of $95.3458 (code S), with trades executed between $95.235 and $95.45.
Shares received upon exercise were contributed to a revocable trust before being sold. Following these transactions, reported beneficial ownership of the common stock was 0, and the derivative position was 0. The option was granted under the company’s 2013 Stock Incentive Plan and vested in four equal annual installments; it had an expiration date of 03/02/2030.
Charles Schwab Corp (SCHW) insider activity: A Co‑Chairman and Director reported two open‑market sales of common stock. On 10/28/2025, 64,400 shares were sold at a weighted average price of $94.0048. On 10/29/2025, 44,750 shares were sold at a weighted average price of $94.521. Following these transactions, 56,171,954 shares were held indirectly by a trust. Additional indirect holdings included 9,509,797.33 shares by spouse as trustee, 30,641,981 shares by a limited partnership, and 44,025 shares by 188 Corp. The prices reflect weighted averages from multiple trades within disclosed ranges.
Charles Schwab (SCHW): A company officer (MD, Chief Banking Officer) reported a transaction on 10/29/2025. The filing shows a transfer of 3,822.6706 shares at $0 (transaction code G), affecting indirect holdings held by a trust.
Following the transaction, the reporting person shows 30,955.4372 shares held indirectly by trust, 25,153 shares held directly, 7,468 shares held indirectly via ESPP, and 1,138.624 shares held indirectly for each of two children.
Charles Schwab Corp (SCHW) insider filing: the Co‑Chairman and Director reported two gift transactions of common stock. On 10/23/2025, a gift of 18,595 shares was reported at $0 per share, followed by a gift of 31,750 shares on 10/24/2025, also at $0, each reported as indirect ownership by trust.
Following these transactions, beneficial ownership by trust is reported as 56,281,104 shares. Additional indirect holdings are listed as 9,509,797.33 shares by spouse as trustee, 30,641,981 shares by a limited partnership, and 44,025 shares by 188 Corp.