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SCHW research notebook

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SEC submissions · retrieved 2026-10-23 · 8022 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 8-K · Current report

    Report date 2026-10-15 · 0000316709-26-000035 · Items 2.02,9.01

  2. 4 · Ownership change

    Report date 2026-10-01 · 0001879974-26-000015

  3. 4 · Ownership change

    Report date 2026-10-01 · 0001804183-26-000016

  4. 4 · Ownership change

    Report date 2026-10-01 · 0001739929-26-000010

  5. 4 · Ownership change

    Report date 2026-10-01 · 0001561563-26-000025

  6. 4 · Ownership change

    Report date 2026-10-01 · 0001171694-26-000012

  7. 4 · Ownership change

    Report date 2026-09-23 · 0001561563-26-000023

  8. 4 · Ownership change

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

  9. 4 · Ownership change

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

  10. 8-K · Current report

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

  11. 10-Q · Quarterly report

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

  12. 8-K · Current report

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

  13. 8-K · Current report

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

  14. 8-K · Current report

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

  15. 8-K · Current report

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

  16. 8-K · Current report

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

  17. 10-Q · Quarterly report

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

  18. 8-K · Current report

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

  19. 8-K · Current report

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

  20. DEF 14A · Proxy statement

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

  21. 8-K · Current report

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

  22. 10-K · Annual report

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

  23. 8-K · Current report

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

  24. 8-K · Current report

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

  25. 8-K · Current report

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

  26. 10-Q · Quarterly report

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

  27. 8-K · Current report

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

  28. 8-K · Current report

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

  29. 10-Q · Quarterly report

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

  30. 8-K · Current report

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

  31. 8-K · Current report

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

  32. 8-K · Current report

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

  33. 10-Q · Quarterly report

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

  34. 8-K · Current report

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

  35. DEF 14A · Proxy statement

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

  36. 8-K · Current report

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

  37. 10-K · Annual report

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

  38. 8-K · Current report

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

  39. 8-K · Current report

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

  40. 8-K · Current report

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

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-10-23 · 2026 Q3: 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: 0 transaction rows0PSale: 37 transaction rows37SGrant / award: 4 transaction rows4AExercise / conversion: 30 transaction rows30MTax / exercise payment: 2 transaction rows2FGift: 6 transaction rows6G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

79 matching transaction rows. Showing 1 to 50.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-09-23
2026-09-25
Ellis Stephen AM · Exercise / conversion
Acquired
Common Stock1918.031.48
2026-09-23
2026-09-25
Ellis Stephen AM · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
1918.00.0
2026-09-01
2026-09-02
Hathi Neesha
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock3177.0109.04
2026-09-01
2026-09-02
Hathi Neesha
10b5-1 checkbox reported
M · Exercise / conversion
Acquired
Common Stock3177.052.05
2026-09-01
2026-09-02
Hathi Neesha
10b5-1 checkbox reported
M · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
3177.00.0
2026-08-28
2026-08-31
Hathi Neesha
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock3177.0108.12
2026-08-28
2026-08-31
Hathi Neesha
10b5-1 checkbox reported
M · Exercise / conversion
Acquired
Common Stock3177.052.05
2026-08-28
2026-08-31
Hathi Neesha
10b5-1 checkbox reported
M · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
3177.00.0
2026-08-28
2026-08-31
Bettinger Walter WS · Sale
Disposed
Common Stock74388.0110.91
2026-08-28
2026-08-31
Bettinger Walter WM · Exercise / conversion
Acquired
Common Stock74388.046.81
2026-08-28
2026-08-31
Bettinger Walter WM · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
74388.00.0
2026-08-27
2026-08-28
Schwab Charles R.G · Gift
Disposed
Common Stock9300.00.0
2026-08-26
2026-08-27
Schwab-Pomerantz CarolynS · Sale
Disposed
Common Stock9175.0109.25
2026-08-24
2026-08-26
Bettinger Walter WS · Sale
Disposed
Common Stock176210.0113.49
2026-08-24
2026-08-26
Bettinger Walter WM · Exercise / conversion
Acquired
Common Stock176210.046.81
2026-08-24
2026-08-26
Bettinger Walter WM · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
176210.00.0
2026-08-24
2026-08-26
Schwab Charles R.S · Sale
Disposed
Common Stock117000.0113.2
2026-08-18
2026-08-19
Schwab Charles R.G · Gift
Disposed
Common Stock54550.00.0
2026-08-17
2026-08-18
Beatty Jonathan SS · Sale
Disposed
Common Stock1000.0111.33
2026-08-17
2026-08-19
Schwab Charles R.G · Gift
Disposed
Common Stock45500.00.0
2026-08-14
2026-08-17
Craig Jonathan M.
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock21866.0111.03
2026-08-14
2026-08-17
Craig Jonathan M.
10b5-1 checkbox reported
M · Exercise / conversion
Acquired
Common Stock21866.046.81
2026-08-14
2026-08-17
Craig Jonathan M.
10b5-1 checkbox reported
M · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
21866.00.0
2026-08-13
2026-08-17
Howard Dennis
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock2198.0110.0
2026-08-12
2026-08-13
Schwab Charles R.S · Sale
Disposed
Common Stock46410.0108.18
2026-08-11
2026-08-11
Schwab Charles R.S · Sale
Disposed
Common Stock46445.0107.78
2026-08-10
2026-08-10
Murtagh Nigel J
10b5-1 checkbox reported
M · Exercise / conversion
Acquired
Common Stock24778.046.81
2026-08-10
2026-08-10
Murtagh Nigel J
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock24778.0109.01
2026-08-10
2026-08-10
Murtagh Nigel J
10b5-1 checkbox reported
M · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
24778.00.0
2026-08-07
2026-08-10
SNEED PAULA AS · Sale
Disposed
Common Stock5263.0107.15
2026-08-06
2026-08-10
Murtagh Nigel J
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock1897.0109.0
2026-08-06
2026-08-10
Murtagh Nigel J
10b5-1 checkbox reported
M · Exercise / conversion
Acquired
Common Stock1897.046.81
2026-08-06
2026-08-10
Murtagh Nigel J
10b5-1 checkbox reported
M · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
1897.00.0
2026-08-06
2026-08-10
Schwab Charles R.G · Gift
Disposed
Common Stock37200.00.0
2026-08-05
2026-08-07
Schwab-Pomerantz CarolynS · Sale
Disposed
Common Stock18561.0107.7
2026-08-05
2026-08-07
Craig Jonathan M.
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock21750.0107.02
2026-08-05
2026-08-07
Craig Jonathan M.
10b5-1 checkbox reported
M · Exercise / conversion
Acquired
Common Stock21750.046.81
2026-08-05
2026-08-07
Craig Jonathan M.
10b5-1 checkbox reported
M · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
21750.00.0
2026-08-04
2026-08-05
Schwab-Pomerantz CarolynS · Sale
Disposed
Common Stock22640.0106.36
2026-08-04
2026-08-04
Schwab Charles R.S · Sale
Disposed
Common Stock47650.0106.08
2026-08-03
2026-08-04
Schwab Charles R.S · Sale
Disposed
Common Stock95250.0105.52
2026-08-01
2026-08-04
Howard DennisF · Tax / exercise payment
Disposed
Common Stock1292.0104.87
2026-07-29
2026-07-30
Schwab Charles R.S · Sale
Disposed
Common Stock95450.0105.82
2026-07-28
2026-07-30
Schwab-Pomerantz CarolynS · Sale
Disposed
Common Stock22650.0105.71
2026-07-28
2026-07-30
Schwab-Pomerantz CarolynG · Gift
Disposed
Common Stock271.00.0
2026-07-28
2026-07-30
Howard Dennis
10b5-1 checkbox reported
M · Exercise / conversion
Acquired
Common Stock28000.064.1
2026-07-28
2026-07-30
Howard Dennis
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock28000.0105.01
2026-07-28
2026-07-30
Howard Dennis
10b5-1 checkbox reported
M · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
28000.00.0
2026-07-28
2026-07-29
Bettinger Walter WS · Sale
Disposed
Common Stock12880.0105.56
2026-07-28
2026-07-29
Bettinger Walter WS · Sale
Disposed
Common Stock38263.0105.18

Identity & relationships

Wikidata structured data · retrieved 2026-10-23 · 1658 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 2026-10-23 · 1197 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 2026-09 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$21.06B
2023-12-31$18.84B$20.83B
2022-12-31$20.76B$23.90B
2021-12-31$18.52B$23.02B
2020-12-31$11.69B$15.22B
2019-12-31$10.72B$14.13B
2018-12-31$10.13B$13.59B
2017-12-31$8.62B$11.85B

Bureau of Labor Statistics · retrieved 2026-10-23 · 9 selected series; gaps remain missing

Explore the CPI history ↗