M
$ Value
$0
Shares
1,853
Price
$0
Filed
Jun 26
Insider
Name
Ellis Stephen A
Title
—
CIK
0001561563
Roles
Director
Transaction Details
Transaction Date
2025-06-24
Code
M
Table
Derivative
Ownership
Direct
Equity Swap
No
Shares After
—
Footnotes
Reflects the contribution of shares received upon exercise of the option and 2,379.1115 other shares to a revocable trust. | Includes 304.2606 shares acquired through dividend reinvestment. | The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.
Filing Info
Ellis Stephen A's History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2026-04-01 | SCHW | A | — |
| 2026-03-24 | SCHW | M | $54K |
| 2026-03-24 | SCHW | M | $228K |
| 2026-03-24 | SCHW | M | $3.6M |
| 2026-03-24 | SCHW | M | $61.9M |
| 2025-12-16 | SCHW | M | $61K |
| 2025-12-16 | SCHW | M | $0 |
| 2025-10-01 | SCHW | A | — |
| 2025-09-23 | SCHW | M | $60K |
| 2025-09-23 | SCHW | M | $0 |
Other Insiders at SCHW (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
| HERRINGER FRANK C | — | — | 2026-04-01 |
| Ellis Stephen A | — | — | 2026-04-01 |
|
Murtagh Nigel J
Chief Risk Officer
|
— | $4.1M | 2026-04-14 |
|
Craig Jonathan M.
MD, Head of Retail Investing
|
— | $2.2M | 2026-04-14 |
| Ruffel Charles A. | — | — | 2026-04-01 |
| Brown Marianne Catherine | — | — | 2026-04-01 |
|
Woolway Paul V
MD, Chief Banking Officer
|
— | $1.6M | 2026-04-15 |