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SCHW research notebook

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SEC submissions · retrieved 2026-09-07 · 8010 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 4 · Ownership change

    Report date 2026-09-01 · 0001879974-26-000013

  2. 4 · Ownership change

    Report date 2026-08-28 · 0001879974-26-000010

  3. 4 · Ownership change

    Report date 2026-08-28 · 0001296479-26-000014

  4. 4 · Ownership change

    Report date 2026-08-27 · 0000923738-26-000046

  5. 4 · Ownership change

    Report date 2026-08-26 · 0001950787-26-000016

  6. 4 · Ownership change

    Report date 2026-08-24 · 0001296479-26-000011

  7. 4 · Ownership change

    Report date 2026-08-24 · 0000923738-26-000044

  8. 4 · Ownership change

    Report date 2026-08-17 · 0000923738-26-000042

  9. 8-K · Current report

    Report date 2026-08-10 · 0001193125-26-347083 · Items 8.01,9.01

  10. 10-Q · Quarterly report

    Report date 2026-06-30 · 0000316709-26-000031

  11. 8-K · Current report

    Report date 2026-07-21 · 0000316709-26-000027 · Items 2.02,9.01

  12. 8-K · Current report

    Report date 2026-06-25 · 0001193125-26-288640 · Items 8.01,9.01

  13. 8-K · Current report

    Report date 2026-06-01 · 0001193125-26-251689 · Items 5.03,9.01

  14. 8-K · Current report

    Report date 2026-05-21 · 0001193125-26-237020 · Items 5.07

  15. 8-K · Current report

    Report date 2026-05-18 · 0001193125-26-234609 · Items 8.01,9.01

  16. 10-Q · Quarterly report

    Report date 2026-03-31 · 0000316709-26-000019

  17. 8-K · Current report

    Report date 2026-04-20 · 0001193125-26-170805 · Items 3.03,5.03,8.01,9.01

  18. 8-K · Current report

    Report date 2026-04-16 · 0000316709-26-000016 · Items 2.02,9.01

  19. DEF 14A · Proxy statement

    Report date 2026-05-21 · 0001193125-26-142826

  20. 8-K · Current report

    Report date 2026-03-02 · 0001193125-26-084374 · Items 7.01,9.01

  21. 10-K · Annual report

    Report date 2025-12-31 · 0000316709-26-000009

  22. 8-K · Current report

    Report date 2026-01-29 · 0001193125-26-029376 · Items 5.02,7.01,9.01

  23. 8-K · Current report

    Report date 2026-01-21 · 0000316709-26-000004 · Items 2.02,9.01

  24. 8-K · Current report

    Report date 2025-11-14 · 0001193125-25-283263 · Items 8.01,9.01

  25. 10-Q · Quarterly report

    Report date 2025-09-30 · 0000316709-25-000051

  26. 8-K · Current report

    Report date 2025-11-06 · 0001193125-25-268187 · Items 7.01,9.01

  27. 8-K · Current report

    Report date 2025-10-16 · 0000316709-25-000046 · Items 2.02,9.01

  28. 10-Q · Quarterly report

    Report date 2025-06-30 · 0000316709-25-000039

  29. 8-K · Current report

    Report date 2025-07-18 · 0000316709-25-000033 · Items 2.02,9.01

  30. 8-K · Current report

    Report date 2025-06-02 · 0001193125-25-133404 · Items 5.03,9.01

  31. 8-K · Current report

    Report date 2025-05-22 · 0001193125-25-125853 · Items 5.07

  32. 10-Q · Quarterly report

    Report date 2025-03-31 · 0000316709-25-000023

  33. 8-K · Current report

    Report date 2025-04-17 · 0000316709-25-000019 · Items 2.02,9.01

  34. DEF 14A · Proxy statement

    Report date 2025-05-22 · 0001193125-25-072811

  35. 8-K · Current report

    Report date 2025-03-31 · 0001193125-25-070439 · Items 5.02

  36. 10-K · Annual report

    Report date 2024-12-31 · 0000316709-25-000010

  37. 8-K · Current report

    Report date 2025-02-10 · 0001193125-25-025166 · Items 1.01,1.02,5.02,8.01,9.01

  38. 8-K · Current report

    Report date 2025-02-10 · 0001193125-25-023158 · Items 7.01,9.01

  39. 8-K · Current report

    Report date 2025-01-21 · 0000316709-25-000005 · Items 2.02,9.01

  40. SC 13G · Ownership disclosure

    0001193125-24-256965

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-09-07 · 2026 Q2: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 1 transaction rows1PSale: 16 transaction rows16SGrant / award: 24 transaction rows24AExercise / conversion: 16 transaction rows16MTax / exercise payment: 1 transaction rows1FGift: 3 transaction rows3G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

61 matching transaction rows. Showing 1–50.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-06-23
2026-06-25
Ellis Stephen AM · Exercise / conversion
Acquired
Common Stock2258.025.11
2026-06-23
2026-06-25
Ellis Stephen AM · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
2258.00.0
2026-06-03
2026-06-04
Verdeschi Michael DF · Tax / exercise payment
Disposed
Common Stock6519.087.42
2026-05-28
2026-05-28
Wurster Richard AP · Purchase
Acquired
Common Stock21959.084.23
2026-05-26
2026-05-28
Schwab-Pomerantz CarolynA · Grant / award
Acquired
Common Stock1602.00.0
2026-05-26
2026-05-28
Schwab-Pomerantz CarolynA · Grant / award
Acquired
Nonqualified Stock Option (right to buy)
Derivative security
3977.00.0
2026-05-26
2026-05-27
Brown Marianne CatherineA · Grant / award
Acquired
Common Stock1602.00.0
2026-05-26
2026-05-27
Brown Marianne CatherineA · Grant / award
Acquired
Nonqualified Stock Option (right to buy)
Derivative security
3977.00.0
2026-05-26
2026-05-28
Ruffel Charles A.A · Grant / award
Acquired
Common Stock1602.00.0
2026-05-26
2026-05-28
Ruffel Charles A.A · Grant / award
Acquired
Nonqualified Stock Option (right to buy)
Derivative security
3977.00.0
2026-05-26
2026-05-28
Dea JoanA · Grant / award
Acquired
Common Stock1602.00.0
2026-05-26
2026-05-28
Dea JoanA · Grant / award
Acquired
Nonqualified Stock Option (right to buy)
Derivative security
3977.00.0
2026-05-26
2026-05-28
ADAMS JOHN K JRA · Grant / award
Acquired
Common Stock1602.00.0
2026-05-26
2026-05-28
ADAMS JOHN K JRA · Grant / award
Acquired
Nonqualified Stock Option (right to buy)
Derivative security
3977.00.0
2026-05-26
2026-05-27
Ellis Stephen AA · Grant / award
Acquired
Common Stock1602.00.0
2026-05-26
2026-05-27
Ellis Stephen AA · Grant / award
Acquired
Nonqualified Stock Option (right to buy)
Derivative security
3977.00.0
2026-05-26
2026-05-27
SNEED PAULA AA · Grant / award
Acquired
Common Stock1602.00.0
2026-05-26
2026-05-27
SNEED PAULA AA · Grant / award
Acquired
Nonqualified Stock Option (right to buy)
Derivative security
3977.00.0
2026-05-26
2026-05-27
Sarin ArunA · Grant / award
Acquired
Common Stock1602.00.0
2026-05-26
2026-05-27
Sarin ArunA · Grant / award
Acquired
Nonqualified Stock Option (right to buy)
Derivative security
3977.00.0
2026-05-26
2026-05-27
DODDS CHRISTOPHER VA · Grant / award
Acquired
Common Stock1602.00.0
2026-05-26
2026-05-27
DODDS CHRISTOPHER VA · Grant / award
Acquired
Nonqualified Stock Option (right to buy)
Derivative security
3977.00.0
2026-05-26
2026-05-27
HERRINGER FRANK CA · Grant / award
Acquired
Common Stock1602.00.0
2026-05-26
2026-05-27
HERRINGER FRANK CA · Grant / award
Acquired
Nonqualified Stock Option (right to buy)
Derivative security
3977.00.0
2026-05-22
2026-05-26
Schwab Charles R.G · Gift
Disposed
Common Stock210000.00.0
2026-05-21
2026-05-26
Dea JoanG · Gift
Disposed
Common Stock835.00.0
2026-05-19
2026-05-20
Schwab Charles R.S · Sale
Disposed
Common Stock27500.092.22
2026-05-18
2026-05-18
Schwab Charles R.S · Sale
Disposed
Common Stock27500.092.4
2026-05-15
2026-05-18
Schwab Charles R.G · Gift
Disposed
Common Stock5300.00.0
2026-05-13
2026-05-14
Sarin ArunS · Sale
Disposed
Common Stock2500.091.16
2026-05-13
2026-05-14
Sarin ArunM · Exercise / conversion
Acquired
Common Stock7866.028.96
2026-05-13
2026-05-14
Sarin ArunM · Exercise / conversion
Disposed
Common Stock
Derivative security
7866.00.0
2026-05-06
2026-05-06
Schwab Charles R.S · Sale
Disposed
Common Stock109300.092.01
2026-05-05
2026-05-06
Schwab-Pomerantz CarolynS · Sale
Disposed
Common Stock9910.092.29
2026-05-05
2026-05-06
Schwab-Pomerantz CarolynM · Exercise / conversion
Acquired
Common Stock9910.031.65
2026-05-05
2026-05-06
Schwab-Pomerantz CarolynM · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
9910.00.0
2026-05-04
2026-05-06
Schwab Charles R.S · Sale
Disposed
Common Stock109300.091.5
2026-05-01
2026-05-01
Schwab Charles R.S · Sale
Disposed
Common Stock55000.091.86
2026-04-30
2026-05-01
Schwab Charles R.S · Sale
Disposed
Common Stock50000.091.81
2026-04-29
2026-05-01
Schwab Charles R.S · Sale
Disposed
Common Stock63743.090.49
2026-04-28
2026-04-29
HERRINGER FRANK CM · Exercise / conversion
Acquired
Common Stock7866.028.96
2026-04-28
2026-04-29
HERRINGER FRANK CS · Sale
Disposed
Common Stock2520.090.6
2026-04-28
2026-04-29
HERRINGER FRANK CM · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
7866.00.0
2026-04-27
2026-04-27
Schwab Charles R.S · Sale
Disposed
Common Stock36450.090.0
2026-04-23
2026-04-27
Schwab Charles R.S · Sale
Disposed
Common Stock36450.090.5
2026-04-15
2026-04-16
Woolway Paul V
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock7941.0100.0
2026-04-15
2026-04-16
Woolway Paul V
10b5-1 checkbox reported
M · Exercise / conversion
Acquired
Common Stock7941.052.05
2026-04-15
2026-04-16
Woolway Paul V
10b5-1 checkbox reported
M · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
7941.00.0
2026-04-14
2026-04-16
Woolway Paul V
10b5-1 checkbox reported
M · Exercise / conversion
Acquired
Common Stock7942.052.05
2026-04-14
2026-04-16
Woolway Paul V
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock7942.098.0

Identity & relationships

Wikidata structured data · retrieved 2026-09-07 · 1611 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0000316709SCHWAB CHARLES CORP

No parent relationship is available in this import; this is not proof of independence.

Legal Entity Identifier
549300VSGCJ7E698NM85
GLEIF legal name
THE CHARLES SCHWAB CORPORATION
Entity / LEI registration status
ACTIVE / ISSUED
Reference data updated
2026-03-13T06:45:58Z

direct-parent: no parent LEI supplied

ultimate-parent: no parent LEI supplied

GLEIF legal entity reference data · retrieved 2026-09-07 · 1177 checked identities; 0 unavailable records

Search names and former names

View Wikidata identity and references ↗

  • Charles Schwab Corporation · alias · wikidata
  • Charles Schwab · alias · wikidata
  • The Charles Schwab Corporation · alias · wikidata
  • Charles Schwab & Co., Inc. · alias · wikidata
  • Charles Schwab & Co. · alias · wikidata
  • Schwab · alias · wikidata
Explore headquarters map ↗

Revenue in constant purchasing power

USD revenue expressed in 2026-07 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

Year endedReported USD revenueCPI-adjusted USD revenue
2024-12-31$19.61B$20.87B
2023-12-31$18.84B$20.64B
2022-12-31$20.76B$23.69B
2021-12-31$18.52B$22.82B
2020-12-31$11.69B$15.08B
2019-12-31$10.72B$14.00B
2018-12-31$10.13B$13.47B
2017-12-31$8.62B$11.74B

Bureau of Labor Statistics · retrieved 2026-09-07 · 9 selected series; gaps remain missing

Explore the CPI history ↗