← United States · Coverage record
US · SEC FORM 4
SCHWAB CHARLES CORP
SCHW · NYSE · CIK 0000316709 · Financial Services · Capital Markets
INSIDER SIGNAL
1 qualifying P purchase group
in the current 180-day scoring window
93 Form 4 transaction lines observed in the same window
50 sales · 42 option, withholding, award, gift or other lines
WHY NO ACTIVE SIGNAL?
Score anatomy
No score is calculated because there is no qualifying purchase in the active window. Unavailable inputs are not treated as zero or as a bearish signal.
Why is there no score?
- No qualifying open-market purchase supplies cluster, size, role, recency or conviction inputs.
- Sales and other Form 4 activity remain visible as context and do not create a negative score.
Sales and other Form 4 activity are shown separately and do not create a negative buy signal. Absence of buying is not scored as bearish.
Insider activity timeline
Owner lanes show the latest 180 days. Symbol shape identifies the transaction type; sales remain context only.
Showing the six most active owners; 5 additional owner(s) remain in Form 4 evidence.
Purchase breadth & concentration
Roles in the peak window: President & CEO. Concentration uses priced qualifying P lines only and does not change the saved score.
SIGNAL HISTORY
Scores are archived only when the company qualifies for a published US buy-signal snapshot. Last qualifying purchase: 2026-05-28 · Wurster Richard A.
Recent Form 4 activity
P is an open-market or private purchase. S is a sale. M, F, A and G usually describe exercises, tax withholding, awards and gifts. These categories remain visually separate.
Market context
Market context has not been captured for this ticker yet. The daily market-context job processes the US universe in rotating batches.
Short interest
Short interest is external context reported to FINRA by broker-dealers. It does not affect the Insider Signal.
- Shares short
- 19,150,407
- Previous report
- 19,307,433
- Avg daily volume
- 9,940,366
- Days to cover
- 1.9
FINRA settlement date: 2026-09-30 · Captured 2026-10-12 · FINRA equity short interest ↗. A share count, published about a week after each of two settlement dates a month; not a percentage of shares outstanding.
Historical equity purchases
Qualifying code P transactions in the local Form 4 history, including purchases outside the current signal window.
| Transaction date | Reporting owner | Type | Security | Shares | Avg. price | Approx. value | Source |
|---|---|---|---|---|---|---|---|
| 2026-05-28 | Wurster Richard A | Purchase (P) | Common Stock | 21,959 | USD 84.23 | USD 1,849,607 | SEC filing ↗ |
| 2024-07-17 | Wurster Richard A | Purchase (P) | Common Stock | 10,000 | USD 62.05 | USD 620,500 | SEC filing ↗ |
| 2024-07-17 | Bettinger Walter W | Purchase (P) | Common Stock | 25,000 | USD 66.26 | USD 1,656,500 | SEC filing ↗ |
| 2023-08-17 | Ruffel Charles A. | Purchase (P) | Common Stock | 833 | USD 60.55 | USD 50,438 | SEC filing ↗ |
| 2023-03-28 | Brown Marianne Catherine | Purchase (P) | Common Stock | 5,000 | USD 53.47 | USD 267,350 | SEC filing ↗ |
| 2023-03-17 | MARTIN-FLICKINGER GERRI | Purchase (P) | Common Stock | 3,700 | USD 54.16 | USD 200,392 | SEC filing ↗ |
| 2023-03-17 | Clark Bernard J. | Purchase (P) | Common Stock | 5,000 | USD 54.83 | USD 274,150 | SEC filing ↗ |
| 2023-03-17 | Wurster Richard A | Purchase (P) | Common Stock | 2,000 | USD 54.39 | USD 108,780 | SEC filing ↗ |
| 2023-03-16 | Goldfarb Mark A | Purchase (P) | Common Stock | 4,000 | USD 58.37 | USD 233,480 | SEC filing ↗ |
| 2023-03-15 | Ellis Stephen A | Purchase (P) | Common Stock | 34,387 | USD 58.26 | USD 2,003,387 | SEC filing ↗ |
| 2023-03-14 | Wurster Richard A | Purchase (P) | Common Stock | 5,000 | USD 57.28 | USD 286,400 | SEC filing ↗ |
| 2023-03-14 | Wurster Richard A | Purchase (P) | Common Stock | 5,000 | USD 57.28 | USD 286,400 | SEC filing ↗ |
| 2023-03-14 | Ricketts Todd M | Purchase (P) | Common Stock | 10,000 | USD 56.79 | USD 567,900 | SEC filing ↗ |
| 2023-03-14 | Ellis Stephen A | Purchase (P) | Common Stock | 6,757 | USD 56.08 | USD 378,933 | SEC filing ↗ |
| 2023-03-14 | Crawford Peter B. | Purchase (P) | Common Stock | 5,000 | USD 57.96 | USD 289,800 | SEC filing ↗ |
Form 4 evidence
184 transaction lines in the latest 365-day window; 1,112 in local history.
| Date | Owner | Type | Security | Shares | Avg. price | Approx. value | Source |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Hathi Neesha | Sale (S) | Common Stock | 5,000 | USD 97.80 | USD 489,007 | SEC filing ↗ |
| 2026-10-01 | Hathi Neesha | Option exercise / conversion (M) | Common Stock | 5,000 | USD 41.98 | USD 209,900 | SEC filing ↗ |
| 2026-09-23 | Ellis Stephen A | Option exercise / conversion (M) | Common Stock | 1,918 | USD 31.48 | USD 60,379 | SEC filing ↗ |
Show recent Form 4 evidence (30 grouped rows)
| Date | Owner | Type | Security | Shares | Avg. price | Approx. value | Source |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Hathi Neesha | Sale (S) | Common Stock | 5,000 | USD 97.80 | USD 489,007 | SEC filing ↗ |
| 2026-10-01 | Hathi Neesha | Option exercise / conversion (M) | Common Stock | 5,000 | USD 41.98 | USD 209,900 | SEC filing ↗ |
| 2026-09-23 | Ellis Stephen A | Option exercise / conversion (M) | Common Stock | 1,918 | USD 31.48 | USD 60,379 | SEC filing ↗ |
| 2026-09-01 | Hathi Neesha | Sale (S) | Common Stock | 3,177 | USD 109.04 | USD 346,420 | SEC filing ↗ |
| 2026-09-01 | Hathi Neesha | Option exercise / conversion (M) | Common Stock | 3,177 | USD 52.05 | USD 165,363 | SEC filing ↗ |
| 2026-08-28 | Hathi Neesha | Sale (S) | Common Stock | 3,177 | USD 108.12 | USD 343,497 | SEC filing ↗ |
| 2026-08-28 | Hathi Neesha | Option exercise / conversion (M) | Common Stock | 3,177 | USD 52.05 | USD 165,363 | SEC filing ↗ |
| 2026-08-28 | Bettinger Walter W | Sale (S) | Common Stock | 74,388 | USD 110.91 | USD 8,250,373 | SEC filing ↗ |
| 2026-08-28 | Bettinger Walter W | Option exercise / conversion (M) | Common Stock | 74,388 | USD 46.81 | USD 3,482,102 | SEC filing ↗ |
| 2026-08-27 | Schwab Charles R. | Gift (G) | Common Stock | 9,300 | USD 0.00 | USD 0 | SEC filing ↗ |
| 2026-08-26 | Schwab-Pomerantz Carolyn | Sale (S) | Common Stock | 9,175 | USD 109.25 | USD 1,002,369 | SEC filing ↗ |
| 2026-08-24 | Schwab Charles R. | Sale (S) | Common Stock | 117,000 | USD 113.20 | USD 13,244,400 | SEC filing ↗ |
| 2026-08-24 | Bettinger Walter W | Sale (S) | Common Stock | 176,210 | USD 113.49 | USD 19,998,073 | SEC filing ↗ |
| 2026-08-24 | Bettinger Walter W | Option exercise / conversion (M) | Common Stock | 176,210 | USD 46.81 | USD 8,248,390 | SEC filing ↗ |
| 2026-08-18 | Schwab Charles R. | Gift (G) | Common Stock | 54,550 | USD 0.00 | USD 0 | SEC filing ↗ |
| 2026-08-17 | Schwab Charles R. | Gift (G) | Common Stock | 45,500 | USD 0.00 | USD 0 | SEC filing ↗ |
| 2026-08-17 | Beatty Jonathan S | Sale (S) | Common Stock | 1,000 | USD 111.33 | USD 111,330 | SEC filing ↗ |
| 2026-08-14 | Craig Jonathan M. | Sale (S) | Common Stock | 21,866 | USD 111.03 | USD 2,427,782 | SEC filing ↗ |
| 2026-08-14 | Craig Jonathan M. | Option exercise / conversion (M) | Common Stock | 21,866 | USD 46.81 | USD 1,023,547 | SEC filing ↗ |
| 2026-08-13 | Howard Dennis | Sale (S) | Common Stock | 2,198 | USD 110.00 | USD 241,780 | SEC filing ↗ |
| 2026-08-12 | Schwab Charles R. | Sale (S) | Common Stock | 46,410 | USD 108.18 | USD 5,020,634 | SEC filing ↗ |
| 2026-08-11 | Schwab Charles R. | Sale (S) | Common Stock | 46,445 | USD 107.78 | USD 5,005,842 | SEC filing ↗ |
| 2026-08-10 | Murtagh Nigel J | Sale (S) | Common Stock | 24,778 | USD 109.01 | USD 2,701,050 | SEC filing ↗ |
| 2026-08-10 | Murtagh Nigel J | Option exercise / conversion (M) | Common Stock | 24,778 | USD 46.81 | USD 1,159,858 | SEC filing ↗ |
| 2026-08-07 | SNEED PAULA A | Sale (S) | Common Stock | 5,263 | USD 107.15 | USD 563,930 | SEC filing ↗ |
| 2026-08-06 | Schwab Charles R. | Gift (G) | Common Stock | 37,200 | USD 0.00 | USD 0 | SEC filing ↗ |
| 2026-08-06 | Murtagh Nigel J | Sale (S) | Common Stock | 1,897 | USD 109.00 | USD 206,773 | SEC filing ↗ |
| 2026-08-06 | Murtagh Nigel J | Option exercise / conversion (M) | Common Stock | 1,897 | USD 46.81 | USD 88,799 | SEC filing ↗ |
| 2026-08-05 | Schwab-Pomerantz Carolyn | Sale (S) | Common Stock | 18,561 | USD 107.70 | USD 1,999,020 | SEC filing ↗ |
| 2026-08-05 | Craig Jonathan M. | Sale (S) | Common Stock | 21,750 | USD 107.02 | USD 2,327,685 | SEC filing ↗ |
Multiple price lines in one filing are grouped and share-weighted. Price and value are blank when a grouped filing line lacks price evidence.
Snapshot & identity
| Snapshot date | 2026-10-18 |
|---|---|
| Ranking version | US-v1.2 |
| Data quality | PASS ELIGIBLE · — |
| Ticker | SCHW |
| CIK | 0000316709 |
| Sector | Financial Services |
| Industry | Capital Markets Yahoo Finance |
| SEC SIC | 6211 Security Brokers, Dealers & Flotation Companies |
| Exchange | NYSE |
Data coverage
| Local Form 4 history | 1,112 transaction lines from 2020-01-02 to 2026-10-01 26 P purchase lines · 504 S sale lines · 582 other lines |
|---|---|
| SEC company submissions | Open SEC filings ↗ |
Local ledger as of 2026-10-18. Mapping status is an audit field and does not erase SEC filing evidence.