Charles Schwab Corporation SEC filings, summarized
We read every Charles Schwab Corporation 8-K filing and insider trade the night it hits SEC EDGAR, and turn it into a two-minute plain-English summary.
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Recent filings
Schwab co-chairman Walter Bettinger sells $8.3M in stock
Walter W. Bettinger, co-chairman and director of Charles Schwab, sold 74,388 shares of common stock in an open-market transaction on Aug. 28 at $110.91 per…
Schwab-Pomerantz sells 9,175 shares for about $1.0 million
Carolyn Schwab-Pomerantz, a director of Charles Schwab, sold 9,175 shares in an open-market transaction at $109.25 per share on Aug. 26, 2026. The sale was…
Schwab co-chairman Walter Bettinger sells nearly $20.0M in stock
Walter W. Bettinger, co-chairman and director of Charles Schwab, sold 176,210 shares of common stock on the open market on Aug. 24, 2026, at $113.49 per…
Charles Schwab co-chairman sells $13.2M in stock
Charles R. Schwab, co-chairman and director of Charles Schwab Corp., sold 117,000 shares in an open-market transaction on Aug. 24 at $113.20 per share, for…
Schwab retail investing head sells $2.43M in stock
Jonathan M. Craig, MD and Head of Retail Investing at Charles Schwab, sold 21,866 shares of common stock on Aug. 14 at $111.03 per share, for approximately…
Charles R. Schwab sells $5.0M in SCHW stock
Charles R. Schwab, co-chairman and director of Charles Schwab Corp., sold 46,410 shares in an open-market transaction on Aug. 12 at $108.18 per share, for…
Charles Schwab Raises $2.6 Billion Through Senior Note Offering
Charles Schwab issued $1.25 billion of 5.108% fixed-to-floating-rate senior notes due 2032 and $1.35 billion of 5.655% notes due 2037 on August 12, 2026.…
Charles R. Schwab sells $5.0M in SCHW stock
Charles R. Schwab, co-chairman and director of Charles Schwab Corp., sold 46,445 shares in an open-market transaction at $107.78 per share, for…
Schwab Chief Risk Officer sells $2.9M in stock
Charles Schwab Chief Risk Officer Nigel J. Murtagh sold 1,897 shares at $109.00 each on Aug. 6, 2026, for approximately $206,776, and 24,778 shares at…
Schwab-Pomerantz sells $2.0M in Schwab stock
Schwab-Pomerantz Carolyn, a director of Charles Schwab, sold 18,561 shares of common stock on Aug. 5 at $107.70 per share, for approximately $1,999,016. She…
Schwab retail investing head sells $2.3 million in stock
Craig Jonathan M., MD and Head of Retail Investing at Charles Schwab, sold 21,750 shares of common stock on the open market at $107.02 per share. The sale…
Charles Schwab director Carolyn Schwab-Pomerantz sells $2.4M in stock
Carolyn Schwab-Pomerantz, a director at Charles Schwab, sold 22,640 shares in an open-market transaction on Aug. 4 at $106.36 per share, for approximately…
Charles Schwab co-chairman sells $15.1M in stock
Charles R. Schwab, co-chairman and director, sold 95,250 shares at $105.52 each on Aug. 3 for approximately $10.05 million, leaving him with 53,925,591…
Schwab director Carolyn Schwab-Pomerantz sells $2.4M in stock
Carolyn Schwab-Pomerantz, a director of Charles Schwab, sold 22,650 shares of common stock on the open market at $105.71 per share, for approximately $2.4…
Schwab executive Howard Dennis sells $2.94M in stock
Howard Dennis, MD and Chief Technology, Operations & Data Officer at Charles Schwab, sold 28,000 shares of common stock on July 28 at $105.01 per share, for…
Charles Schwab sells approximately $15.2 million in stock
Charles Schwab, co-chairman and director of Charles Schwab Corp., sold 48,000 shares at $105.60 each on July 28 for approximately $5.07 million, leaving him…
Schwab Chief Risk Officer sells $3.43M in stock
Schwab Chief Risk Officer Nigel J. Murtagh sold 32,947 shares of common stock in two open-market transactions on July 27, 2026: 21,947 shares at $104.00…
Schwab Co-Chairman Walter Bettinger sells $29.8M in stock
Walter W. Bettinger, co-chairman and director of Charles Schwab, sold 192,488 shares at $103.90 each on July 27 for approximately $20.0 million, leaving him…
Charles Schwab co-chairman sells $4.6M in stock
Charles R. Schwab, co-chairman and director of Charles Schwab Corp., sold 45,500 shares of common stock on July 24 at $101.72 per share, for approximately…
SCHW filed an 8‑K (Item 9.01) dated Mar 2, 2026 furnishing a press release (Exhibit 99.1) and a Cover Page…
SCHW filed an 8‑K (Item 9.01) dated Mar 2, 2026 furnishing a press release (Exhibit 99.1) and a Cover Page Interactive Data File (Exhibit 104). No other…