Company Insider Tape

CHARLES SCHWAB CDR (CAD HEDGED) insider transactions

Executive and director filing history, acquisition and disposal balance, executive concentration, cadence, and stored market context.

Symbol SCHW Latest filing 21 Jul 2026

Company Read

Net disposal

SCHW has 80 stored insider filings. Acquisitions account for 51.2% of classified filings and disposals account for 48.8%. The largest stored filing is $61.9M from ELLIS, STEPHEN A.

Latest filing 21 Jul 2026most recent stored row
Largest filing $61.9Mreported transaction value
Total filings 80stored transaction rows
Acquisition value $8.2M41 acquisitions
Disposal value $125.9M39 disposals
Net value $-117.7Macquisitions minus disposals

Filing cadence

Last 12 active months
Mar 2026 4
Apr 2026 23
May 2026 35
Jun 2026 3
Jul 2026 15

Acquisitions 51.2% · Disposals 48.8%

Mar 2026 $65.8M
Apr 2026 $29.2M
May 2026 $33.7M
Jun 2026 $626.6K
Jul 2026 $4.8M

Executive concentration

By filing count
SCHWAB, CHARLES R. Director, Co-Chairman · 11 filings
ELLIS, STEPHEN A Director · 10 filings
HERRINGER, FRANK C Director · 7 filings
MURTAGH, NIGEL J Chief Risk Officer · 6 filings
CRAIG, JONATHAN M. MD, Head of Retail Investing · 6 filings
WOOLWAY, PAUL V MD, Chief Banking Officer · 6 filings
SCHWAB-POMERANTZ, CAROLYN Director · 5 filings
BEATTY, JONATHAN S MD, Head of Advisor Services · 5 filings

Market Context

SCHW weekly market snapshot

Week 24 Jul 2026
Latest close 29.85 CADstored weekly close
1-week move -1.3%latest weekly bar
13-week move +12.3%medium-term context
Relative Strength -Sharemaestro indicator
Fair value gap +5.9%price vs fair value
Trend signal 0smoothed trend state

Transaction History

Latest insider filings for SCHW

Showing 1-30 of 80
Date 21 Jul 2026
Insider MURTAGH, NIGEL JChief Risk Officer
Side Disposal
Shares 4053
Price 104.14
Value 422069
Security Common Stock
Date 21 Jul 2026
Insider BEATTY, JONATHAN SMD, Head of Advisor Services
Side Disposal
Shares 2000
Price 104.21
Value 208411
Security Common Stock
Date 21 Jul 2026
Insider MURTAGH, NIGEL JChief Risk Officer
Side Acquisition
Shares 4053
Price 46.81
Value 189721
Security Common Stock
Date 21 Jul 2026
Insider MURTAGH, NIGEL JChief Risk Officer
Side Disposal
Shares 4053
Price 0.00
Value 0
Security Nonqualified Stock Option (right to buy)
Date 7 Jul 2026
Insider CRAIG, JONATHAN M.MD, Head of Retail Investing
Side Disposal
Shares 21750
Price 102.01
Value 2218722
Security Common Stock
Date 7 Jul 2026
Insider CRAIG, JONATHAN M.MD, Head of Retail Investing
Side Acquisition
Shares 21750
Price 46.81
Value 1018118
Security Common Stock
Date 7 Jul 2026
Insider BEATTY, JONATHAN SMD, Head of Advisor Services
Side Disposal
Shares 2000
Price 102.01
Value 204018
Security Common Stock
Date 7 Jul 2026
Insider CRAIG, JONATHAN M.MD, Head of Retail Investing
Side Disposal
Shares 21750
Price 0.00
Value 0
Security Nonqualified Stock Option (right to buy)
Date 6 Jul 2026
Insider BEATTY, JONATHAN SMD, Head of Advisor Services
Side Disposal
Shares 2000
Price 100.01
Value 200015
Security Common Stock
Date 2 Jul 2026
Insider BEATTY, JONATHAN SMD, Head of Advisor Services
Side Disposal
Shares 2000
Price 97.03
Value 194059
Security Common Stock
Date 1 Jul 2026
Insider BROWN, MARIANNE CATHERINEDirector
Side Acquisition
Shares 418
Price -
Value -
Security Restricted Stock Units
Date 1 Jul 2026
Insider ELLIS, STEPHEN ADirector
Side Acquisition
Shares 379
Price -
Value -
Security Restricted Stock Units
Date 1 Jul 2026
Insider HERRINGER, FRANK CDirector
Side Acquisition
Shares 457
Price -
Value -
Security Restricted Stock Units
Date 1 Jul 2026
Insider BEATTY, JONATHAN SMD, Head of Advisor Services
Side Disposal
Shares 1036
Price 92.73
Value 96063
Security Common Stock
Date 1 Jul 2026
Insider RUFFEL, CHARLES A.Director
Side Acquisition
Shares 1280
Price 0.00
Value 0
Security Nonqualified Stock Option (right to buy)
Date 23 Jun 2026
Insider ELLIS, STEPHEN ADirector
Side Acquisition
Shares 2258
Price 25.11
Value 56698
Security Common Stock
Date 23 Jun 2026
Insider ELLIS, STEPHEN ADirector
Side Disposal
Shares 2258
Price 0.00
Value 0
Security Nonqualified Stock Option (right to buy)
Date 3 Jun 2026
Insider VERDESCHI, MICHAEL DCFO
Side Disposal
Shares 6519
Price 87.42
Value 569891
Security Common Stock
Date 28 May 2026
Insider WURSTER, RICHARD ADirector, President & CEO
Side Acquisition
Shares 21959
Price 84.23
Value 1849512
Security Common Stock
Date 26 May 2026
Insider ADAMS, JOHN K JRDirector
Side Acquisition
Shares 3977
Price 0.00
Value 0
Security Nonqualified Stock Option (right to buy)
Date 26 May 2026
Insider ADAMS, JOHN K JRDirector
Side Acquisition
Shares 1602
Price 0.00
Value 0
Security Common Stock
Date 26 May 2026
Insider BROWN, MARIANNE CATHERINEDirector
Side Acquisition
Shares 1602
Price 0.00
Value 0
Security Common Stock
Date 26 May 2026
Insider BROWN, MARIANNE CATHERINEDirector
Side Acquisition
Shares 3977
Price 0.00
Value 0
Security Nonqualified Stock Option (right to buy)
Date 26 May 2026
Insider DEA, JOANDirector
Side Acquisition
Shares 3977
Price 0.00
Value 0
Security Nonqualified Stock Option (right to buy)
Date 26 May 2026
Insider DEA, JOANDirector
Side Acquisition
Shares 1602
Price 0.00
Value 0
Security Common Stock
Date 26 May 2026
Insider DODDS, CHRISTOPHER VDirector
Side Acquisition
Shares 3977
Price 0.00
Value 0
Security Nonqualified Stock Option (right to buy)
Date 26 May 2026
Insider DODDS, CHRISTOPHER VDirector
Side Acquisition
Shares 1602
Price 0.00
Value 0
Security Common Stock
Date 26 May 2026
Insider ELLIS, STEPHEN ADirector
Side Acquisition
Shares 1602
Price 0.00
Value 0
Security Common Stock
Date 26 May 2026
Insider ELLIS, STEPHEN ADirector
Side Acquisition
Shares 3977
Price 0.00
Value 0
Security Nonqualified Stock Option (right to buy)
Date 26 May 2026
Insider HERRINGER, FRANK CDirector
Side Acquisition
Shares 1602
Price 0.00
Value 0
Security Common Stock