Evidence in favour
- 25 distinct acquisition events survive duplicate and security-type controls.
- Participation spans 21 named insiders rather than one filing source.
Company insider dossier
Charles Schwab Corp insider intelligence
SCHW filings assessed for conviction, transaction quality, insider breadth, clustering, freshness, and price confirmation.
51/100
Balanced insider tape
87/100 confidence- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Capital Markets
- Latest evidence
- 1 Sep 2026
Investment committee read
Balanced insider tape
Acquisition and disposal evidence is mixed after low-information compensation and derivative activity is separated out.
Wait for clearer clusteringDecision risks
- Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
Price confirmation map
Weekly price with common-share events
Acquisitions and disposals are aligned to the nearest completed weekly bar.
Mar 2025Sep 2026
Weekly closeCommon-share acquisitionCommon-share disposal
Market confirmation
Price and trend context
- Latest close
- 107.25 USD
- One-week move
- -1.9%
- Four-week move
- -3.5%
- Fair-value gap
- +33.5%
- Trend signal
- Active
- Relative strength
- 1.9
Directional balance
Controlled event mix
30.9%acquisition
- Acquisition events
- 25
- Disposal events
- 56
- Net value
- -$224.7M
Cadence
Twelve-week filing pressure
Volume shows attention. Controlled events determine direction.
629 Jun
506 Jul
013 Jul
620 Jul
2127 Jul
1203 Aug
910 Aug
317 Aug
1224 Aug
331 Aug
007 Sep
014 Sep
Named participants
Insider conviction by person
ELLIS, STEPHEN ADirector783 events
WURSTER, RICHARD ADirector, President & CEO721 events
CRAIG, JONATHAN M.MD, Head of Retail Investing658 events
MURTAGH, NIGEL JChief Risk Officer6311 events
HATHI, NEESHAMD, Head Wealth Adv, Bnk, Tst634 events
WOOLWAY, PAUL VMD, Chief Banking Officer634 events
BETTINGER, WALTER WDirector, Co-Chairman6110 events
HERRINGER, FRANK CDirector612 events
SARIN, ARUNDirector612 events
BROWN, MARIANNE CATHERINEDirector500 events
RUFFEL, CHARLES A.Director500 events
ADAMS, JOHN K JRDirector500 events
Evidence quality
Security and transaction context
Role architecture
Who is participating
Transaction evidence
Auditable SCHW filing ledger
Showing 1 to 30 of 142.
HATHI, NEESHAMD, Head Wealth Adv, Bnk, Tst
DisposalOptions and derivatives
3177 sharesNonqualified Stock Option (right to buy)
Not reportedContext evidence
HATHI, NEESHAMD, Head Wealth Adv, Bnk, Tst
DisposalCommon equity
3177 sharesCommon Stock
$346.4KDirectional evidence
HATHI, NEESHAMD, Head Wealth Adv, Bnk, Tst
AcquisitionCommon equity
3177 sharesCommon Stock
$165.4KDirectional evidence
BETTINGER, WALTER WDirector, Co-Chairman
DisposalOptions and derivatives
74388 sharesNonqualified Stock Option (right to buy)
Not reportedContext evidence
HATHI, NEESHAMD, Head Wealth Adv, Bnk, Tst
DisposalOptions and derivatives
3177 sharesNonqualified Stock Option (right to buy)
Not reportedContext evidence
BETTINGER, WALTER WDirector, Co-Chairman
DisposalCommon equity
74388 sharesCommon Stock
$8.3MDirectional evidence
BETTINGER, WALTER WDirector, Co-Chairman
AcquisitionCommon equity
74388 sharesCommon Stock
$3.5MDirectional evidence
HATHI, NEESHAMD, Head Wealth Adv, Bnk, Tst
DisposalCommon equity
3177 sharesCommon Stock
$343.5KDirectional evidence
HATHI, NEESHAMD, Head Wealth Adv, Bnk, Tst
AcquisitionCommon equity
3177 sharesCommon Stock
$165.4KDirectional evidence
SCHWAB, CHARLES R.Director, Co-Chairman
DisposalCommon equity
9300 sharesCommon Stock
Not reportedContext evidence
SCHWAB-POMERANTZ, CAROLYNDirector
DisposalCommon equity
9175 sharesCommon Stock
$1.0MDirectional evidence
BETTINGER, WALTER WDirector, Co-Chairman
DisposalOptions and derivatives
176210 sharesNonqualified Stock Option (right to buy)
Not reportedContext evidence
BETTINGER, WALTER WDirector, Co-Chairman
DisposalCommon equity
176210 sharesCommon Stock
$20.0MDirectional evidence
SCHWAB, CHARLES R.Director, Co-Chairman
DisposalCommon equity
117000 sharesCommon Stock
$13.2MDirectional evidence
BETTINGER, WALTER WDirector, Co-Chairman
AcquisitionCommon equity
176210 sharesCommon Stock
$8.2MDirectional evidence
SCHWAB, CHARLES R.Director, Co-Chairman
DisposalCommon equity
54550 sharesCommon Stock
Not reportedContext evidence
SCHWAB, CHARLES R.Director, Co-Chairman
DisposalCommon equity
45500 sharesCommon Stock
Not reportedContext evidence
BEATTY, JONATHAN SMD, Head of Advisor Services
DisposalCommon equity
1000 sharesCommon Stock
$111.3KDirectional evidence
CRAIG, JONATHAN M.MD, Head of Retail Investing
DisposalOptions and derivatives
21866 sharesNonqualified Stock Option (right to buy)
Not reportedContext evidence
CRAIG, JONATHAN M.MD, Head of Retail Investing
DisposalCommon equity
21866 sharesCommon Stock
$2.4MDirectional evidence
CRAIG, JONATHAN M.MD, Head of Retail Investing
AcquisitionCommon equity
21866 sharesCommon Stock
$1.0MDirectional evidence
HOWARD, DENNISMD, Chief Tech, OPS & Data Off
DisposalCommon equity
2198 sharesCommon Stock
$241.8KDirectional evidence
SCHWAB, CHARLES R.Director, Co-Chairman
DisposalCommon equity
46410 sharesCommon Stock
$5.0MDirectional evidence
SCHWAB, CHARLES R.Director, Co-Chairman
DisposalCommon equity
46445 sharesCommon Stock
$5.0MDirectional evidence
MURTAGH, NIGEL JChief Risk Officer
DisposalOptions and derivatives
24778 sharesNonqualified Stock Option (right to buy)
Not reportedContext evidence
MURTAGH, NIGEL JChief Risk Officer
DisposalCommon equity
24778 sharesCommon Stock
$2.7MDirectional evidence
MURTAGH, NIGEL JChief Risk Officer
AcquisitionCommon equity
24778 sharesCommon Stock
$1.2MDirectional evidence
SNEED, PAULA ADirector
DisposalCommon equity
5263 sharesCommon Stock
$564.0KDirectional evidence
MURTAGH, NIGEL JChief Risk Officer
DisposalOptions and derivatives
1897 sharesNonqualified Stock Option (right to buy)
Not reportedContext evidence
SCHWAB, CHARLES R.Director, Co-Chairman
DisposalCommon equity
37200 sharesCommon Stock
Not reportedContext evidence
Reading the dossier
Direction and confidence are separate
Conviction
The 0 to 100 score classifies deduplicated priced common-share evidence. Fifty is balanced or non-directional.
Confidence
Confidence rises with controlled event depth, named-insider breadth, fresh evidence, normalized values, and a longer observation span.
Disposals
Selling is not treated as the mirror image of buying. It carries less directional weight because taxes, diversification, compensation, and planned transactions can all create sales.
Price confirmation
The market chart tests whether the filing thesis is being confirmed or rejected by price, fair-value position, relative strength, and the current trend state.
Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.