Schwab General Counsel Peter J. Morgan III sold 6,952 shares of common stock on July 23, 2026 at a weighted average price of $102.0341 per share, with individual trades between $101.98 and $102.09. After this open-market or private sale, he reported 0 directly held shares and indirect plan holdings of 152.136 shares through an ESOP (based on a June 30, 2026 plan statement) and 697 shares through an ESPP (based on a July 15, 2026 plan statement).
The Charles Schwab Corporation insider Nigel Murtagh filed notice of intent to sell up to 11,000 shares of common stock, with an aggregate market value of $1,144,035.00, to be traded on the NYSE on or after July 27, 2026.
The notice also lists prior sales over the past three months totaling 26,000 shares of common stock for combined proceeds of $2,704,628.00.
Charles R. Schwab filed a notice to sell 45,500 shares of The Charles Schwab Corporation common stock, with an indicated value of $4,550,000.00, in a proposed transaction dated 07/24/2026 on the NYSE. The notice also lists the original acquisition date of these shares as 03/31/1987 in connection with a leveraged buyout.
The disclosure further itemizes prior sales of Schwab common stock by Charles R. Schwab over the past three months, including transactions on 04/27/2026 (36,450 shares for $3,280,563.00), 04/29/2026 (63,743 shares for $5,768,228.00), 04/30/2026 (50,000 shares for $4,590,411.00), 05/01/2026 (55,000 shares for $5,052,175.00), 05/04/2026 (109,300 shares for $10,001,420.00), 05/06/2026 (109,300 shares for $10,057,043.00), 05/18/2026 (27,500 shares for $2,541,008.00), and 05/19/2026 (27,500 shares for $2,536,125.00).
Charles Schwab Chief Risk Officer Nigel J. Murtagh exercised nonqualified stock options for 4,053 shares of common stock at $46.81 per share and on July 21, 2026 sold 4,053 shares at a $104.1374 weighted average price under a Rule 10b5-1 trading plan, retaining 48,622 options and 2,621 shares indirectly through an ESPP.
Jonathan S. Beatty, MD and Head of Advisor Services at Schwab Charles Corp, reported the sale of 2,000 shares of common stock held indirectly through a trust on July 21, 2026 at a $104.2055 weighted average price, pursuant to a Rule 10b5-1 trading plan adopted on February 27, 2026.
After this transaction, the trust holds 11,738 shares, while Beatty also reports 32,459 shares held directly. The sale was executed in multiple trades at prices between $104.12 and $104.405 per share.
The Charles Schwab Corporation reported strong second-quarter 2026 results, with net income of $2.8 billion and diluted EPS of $1.54. Excluding $170 million of pre-tax transaction-related costs, adjusted net income was $2.9 billion and adjusted EPS $1.62.
Total net revenues reached a record $7.1 billion, up 21% versus 2Q25, driven by higher net interest revenue, asset management fees, and a 28% increase in trading revenue. GAAP pre-tax profit margin was 51.9% and adjusted margin 54.3%. Return on average common equity was 25% and return on tangible common equity 44%.
Client metrics were robust: total client assets rose to $13.08 trillion, up 22% year-over-year, with core net new assets of $119.8 billion and 1.4 million new brokerage accounts. Daily average trades hit a record 11.9 million, up 57%. Net interest margin expanded to 3.00%. Capital remained solid with a preliminary consolidated Tier 1 leverage ratio of 8.7%; Schwab also redeemed $2.1 billion of preferred stock, issued $1.5 billion of new preferred, and repurchased 11.2 million common shares for $1.0 billion.
SCHWAB CHARLES CORP reports initial holdings for MD, Chief Banking Officer Tyler A. Woulfe. The position includes 4,018 shares of common stock in the form of restricted stock units that vest in four equal annual installments beginning on the first anniversary of the grant date. Woulfe also holds a nonqualified stock option for 9,666 underlying shares of common stock at an exercise price of $95.49 per share, vesting in four equal annual installments and expiring on March 2, 2036.