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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 51 to 79.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-07-28
2026-07-29
Bettinger Walter WS · Sale
Disposed
Common Stock42265.0103.86
2026-07-28
2026-07-29
Bettinger Walter WM · Exercise / conversion
Acquired
Common Stock93408.052.05
2026-07-28
2026-07-29
Bettinger Walter WM · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
93408.00.0
2026-07-28
2026-07-30
Schwab Charles R.G · Gift
Disposed
Common Stock60000.00.0
2026-07-28
2026-07-30
Schwab Charles R.S · Sale
Disposed
Common Stock48000.0105.6
2026-07-27
2026-07-29
Murtagh Nigel J
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock11000.0104.03
2026-07-27
2026-07-29
Murtagh Nigel J
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock21947.0104.0
2026-07-27
2026-07-29
Murtagh Nigel J
10b5-1 checkbox reported
M · Exercise / conversion
Acquired
Common Stock32947.046.81
2026-07-27
2026-07-29
Murtagh Nigel J
10b5-1 checkbox reported
M · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
32947.00.0
2026-07-27
2026-07-29
Bettinger Walter WS · Sale
Disposed
Common Stock192488.0103.9
2026-07-27
2026-07-29
Bettinger Walter WM · Exercise / conversion
Acquired
Common Stock192488.052.05
2026-07-27
2026-07-29
Bettinger Walter WM · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
192488.00.0
2026-07-24
2026-07-28
Schwab Charles R.S · Sale
Disposed
Common Stock45500.0101.72
2026-07-23
2026-07-27
Morgan Peter J. IIIS · Sale
Disposed
Common Stock6952.0102.03
2026-07-21
2026-07-21
Beatty Jonathan S
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock2000.0104.21
2026-07-21
2026-07-23
Murtagh Nigel J
10b5-1 checkbox reported
M · Exercise / conversion
Acquired
Common Stock4053.046.81
2026-07-21
2026-07-23
Murtagh Nigel J
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock4053.0104.14
2026-07-21
2026-07-23
Murtagh Nigel J
10b5-1 checkbox reported
M · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
4053.00.0
2026-07-07
2026-07-08
Beatty Jonathan S
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock2000.0102.01
2026-07-07
2026-07-09
Craig Jonathan M.
10b5-1 checkbox reported
M · Exercise / conversion
Acquired
Common Stock21750.046.81
2026-07-07
2026-07-09
Craig Jonathan M.
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock21750.0102.01
2026-07-07
2026-07-09
Craig Jonathan M.
10b5-1 checkbox reported
M · Exercise / conversion
Disposed
Nonqualified Stock Option (right to buy)
Derivative security
21750.00.0
2026-07-06
2026-07-06
Beatty Jonathan S
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock2000.0100.01
2026-07-02
2026-07-06
Beatty Jonathan S
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock2000.097.03
2026-07-01
2026-07-06
Beatty Jonathan S
10b5-1 checkbox reported
F · Tax / exercise payment
Disposed
Common Stock1036.092.73
2026-07-01
2026-07-06
Brown Marianne CatherineA · Grant / award
Acquired
Restricted Stock Units
Derivative security
418.0n/a
2026-07-01
2026-07-06
Ruffel Charles A.A · Grant / award
Acquired
Nonqualified Stock Option (right to buy)
Derivative security
1280.00.0
2026-07-01
2026-07-06
Ellis Stephen AA · Grant / award
Acquired
Restricted Stock Units
Derivative security
379.0n/a
2026-07-01
2026-07-06
HERRINGER FRANK CA · Grant / award
Acquired
Restricted Stock Units
Derivative security
457.0n/a

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
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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 ↗