$ Value
$853K
Shares
9,032
Price
$94
Filed
Mar 5
Insider
Name
Craig Jonathan M.
Title
MD, Head of Investor Services
CIK
0001733065
Roles
Transaction Details
Transaction Date
2026-03-03
Code
S
Table
Non-Derivative
Ownership
Indirect
Equity Swap
No
Shares After
5,449
Footnotes
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 11, 2025. | The transaction was executed in multiple trades at prices ranging from $93.75 to $94.735. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected. | Reflects the contribution of shares from direct to a revocable trust. | The transaction was executed in multiple trades at prices ranging from $94.76 to $95.17. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected.
Filing Info
Craig Jonathan M.'s History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2026-04-14 | SCHW | M | $1.0M |
| 2026-04-14 | SCHW | ▼ | $2.2M |
| 2026-04-14 | SCHW | M | $0 |
| 2026-03-03 | SCHW | ▼ | $853K |
| 2026-03-03 | SCHW | ▼ | $517K |
| 2026-03-02 | SCHW | A | $0 |
| 2026-03-01 | SCHW | A | $0 |
| 2026-03-01 | SCHW | F | $1.1M |
| 2025-11-07 | SCHW | M | $1.5M |
| 2025-11-07 | SCHW | ▼ | $3.4M |
Other Insiders at SCHW (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
|
Schwab Charles R.
Co-Chairman
|
— | $70.3M | 2026-03-02 |
| HERRINGER FRANK C | — | — | 2026-04-01 |
| DODDS CHRISTOPHER V | — | $1.2M | 2026-02-06 |
|
Bettinger Walter W
Co-Chairman
|
— | $33.8M | 2026-03-02 |
| Ellis Stephen A | — | $1.0M | 2026-04-01 |
|
Murtagh Nigel J
Chief Risk Officer
|
— | $4.8M | 2026-04-14 |
|
Craig Jonathan M.
MD, Head of Investor Services
|
— | $517K | 2026-03-03 |
|
Craig Jonathan M.
MD, Head of Retail Investing
|
— | $2.2M | 2026-04-14 |
| Ruffel Charles A. | — | — | 2026-04-01 |
|
Morgan Peter J. III
General Counsel
|
— | $793K | 2026-03-02 |
| Brown Marianne Catherine | — | — | 2026-04-01 |
|
Howard Dennis
MD, Chief Tech, OPS & Data Off
|
— | $3.6M | 2026-03-03 |
|
Wurster Richard A
President & CEO
|
— | — | 2026-03-02 |
| Schwab-Pomerantz Carolyn | — | $4.5M | 2026-01-22 |
|
Beatty Jonathan S
MD, Head of Advisor Services
|
— | $193K | 2026-03-02 |
|
Woolway Paul V
MD, Chief Banking Officer
|
— | $3.7M | 2026-04-15 |
|
Verdeschi Michael D
CFO
|
— | — | 2026-03-02 |