$ Value
$1.0M
Shares
21,750
Price
$47
Filed
Apr 15
Insider
Name
Craig Jonathan M.
Title
MD, Head of Retail Investing
CIK
0001733065
Roles
Transaction Details
Transaction Date
2026-04-14
Code
M
Table
Non-Derivative
Ownership
Direct
Equity Swap
No
Shares After
—
Footnotes
Reflects the contribution of the shares received upon exercise of the option to a revocable trust. | The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025. | The transaction was executed in multiple trades at prices ranging from $99.00 to $99.035. 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. | The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.
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 |
| 2025-11-07 | SCHW | M | $1.5M |
| 2025-11-07 | SCHW | ▼ | $3.4M |
| 2025-11-07 | SCHW | M | $0 |
| 2025-05-21 | SCHW | M | $2.0M |
| 2025-05-21 | SCHW | ▼ | $4.2M |
| 2025-05-21 | SCHW | M | $0 |
| 2025-05-01 | SCHW | M | $411K |
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 |