Charles Schwab Corporation insider trading
Every open-market purchase and sale by Charles Schwab Corporation's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Charles Schwab Corporation’s insiders pay?
From November 12, 2010 to October 29, 2026, 36 insiders reported 42 open-market purchases and 416 sales not made under a pre-set plan in Charles Schwab Corporation. Twelve months after each purchase was reported, the shares were +0.1% against the S&P 500 on average (median −9.8%), over 41 purchases with a full year of prices; 37% beat the index. After sales, the shares moved −0.5% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on November 15, 2010 into $116,874 by November 2, 2026, +16.7% a year. It held shares 83% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $69,612 (+12.9% a year), and held throughout $83,466 (+14.3%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Schwab Charles R. | Co-Chairman | 0 | — | — | 173 | −0.2% (156) | October 29, 2026 |
| Bettinger Walter W | Co-Chairman | 8 | −12.4% (8) | 13% | 31 | −2.5% (26) | August 31, 2026 |
| Murtagh Nigel J | Chief Risk Officer | 0 | — | — | 22 | −6.1% (22) | July 31, 2025 |
| Morgan Peter J. III | General Counsel | 0 | — | — | 19 | −6.0% (17) | July 27, 2026 |
| Martinetto Joseph R | COO | 0 | — | — | 18 | +1.6% (18) | April 18, 2024 |
| Crawford Peter B. | CFO | 1 | −18.8% (1) | 0% | 16 | +1.2% (16) | April 26, 2024 |
| Schwab-Pomerantz Carolyn | Director | 0 | — | — | 14 | −16.9% (8) | August 27, 2026 |
| Chandoha Marie A | President - CSIM | 0 | — | — | 11 | −10.7% (11) | November 6, 2018 |
| Clark Bernard J. | MD, Head of Adivsor Services | 1 | −9.8% (1) | 0% | 10 | +2.3% (10) | March 20, 2023 |
| Goldfarb Mark A | Director | 6 | +1.3% (6) | 50% | 4 | +10.6% (4) | April 18, 2024 |
| Dwyer Carrie E | EVP and General Counsel | 0 | — | — | 9 | +8.2% (9) | April 18, 2014 |
| Mclin Stephen T | Director | 0 | — | — | 9 | +3.9% (9) | April 21, 2020 |
| Clendening John S | EVP - Investor Services | 0 | — | — | 8 | +8.9% (8) | August 14, 2014 |
| Ruffel Charles A. | Director | 5 | +22.6% (5) | 60% | 3 | −25.8% (3) | May 22, 2025 |
| Walther Roger O | Director | 3 | −0.6% (3) | 33% | 5 | +22.9% (5) | November 19, 2020 |
| Allen Jay L | EVP - Human Resources | 0 | — | — | 7 | +20.5% (7) | November 5, 2013 |
| Sarin Arun | Director | 0 | — | — | 7 | +6.1% (6) | May 14, 2026 |
| Sneed Paula A | Director | 0 | — | — | 7 | −7.1% (6) | August 10, 2026 |
| Wurster Richard A | President & CEO | 4 | +2.9% (3) | 33% | 3 | −13.3% (3) | May 28, 2026 |
| Dodds Christopher V | Director | 0 | — | — | 6 | +7.3% (5) | February 10, 2026 |
| Ellis Stephen A | Director | 4 | −2.8% (4) | 50% | 2 | −2.2% (1) | March 3, 2026 |
| Kallsen Terri R | EVP - Investor Services | 0 | — | — | 6 | +7.7% (6) | April 24, 2018 |
| Haraf William S | Director | 3 | +5.0% (3) | 33% | 2 | +12.5% (2) | May 28, 2021 |
| Herringer Frank C | Director | 0 | — | — | 4 | −16.4% (3) | April 29, 2026 |
| Adams John K Jr | Director | 3 | −6.0% (3) | 33% | 0 | — | March 14, 2023 |
| Beatty Jonathan S | MD, Head of Advisor Services | 0 | — | — | 3 | −27.2% (1) | August 18, 2026 |
| Bechtle Nancy H | Director | 0 | — | — | 3 | +9.3% (3) | August 7, 2017 |
| Brigeman Benjamin L | EVP - Investor Services | 0 | — | — | 3 | −11.0% (3) | February 6, 2012 |
| Craig Jonathan M. | MD, Head of Investor Services | 0 | — | — | 3 | −38.9% (2) | November 10, 2025 |
| Gill George A. | EVP - Investor Services | 0 | — | — | 3 | +3.4% (3) | May 16, 2014 |
| Mccool James D | EVP - Client Solutions | 1 | +37.9% (1) | 100% | 2 | +9.3% (2) | August 15, 2013 |
| Garfield David R | EVP and General Counsel | 0 | — | — | 2 | −14.5% (2) | May 7, 2018 |
| Brown Marianne Catherine | Director | 1 | +8.2% (1) | 100% | 0 | — | March 29, 2023 |
| Dea Joan | Director | 0 | — | — | 1 | +12.0% (1) | November 22, 2021 |
| Martin-Flickinger Gerri | Director | 1 | −9.8% (1) | 0% | 0 | — | March 20, 2023 |
| Ricketts Todd M | Director | 1 | −18.8% (1) | 0% | 0 | — | March 14, 2023 |
When several insiders traded Charles Schwab Corporation
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Charles Schwab Corporation in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 4 buying crowds with six months of prices, it averaged +6.0% against the index. After 19 selling crowds, +1.8%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| January 30, 2026 | 3 selling | −16.0% | −7.5% | not yet |
| November 29, 2024 | 4 selling | −4.1% | +6.9% | +0.1% |
| August 30, 2024 | 2 buying | +20.3% | +14.6% | +35.3% |
| December 29, 2023 | 4 selling | −5.2% | −7.7% | −15.7% |
| September 29, 2023 | 3 selling | +14.3% | +9.0% | −16.5% |
| March 31, 2023 | 10 buying | +2.0% | −2.0% | +10.1% |
| November 30, 2022 | 5 selling | −5.5% | −39.4% | −36.6% |
| February 28, 2022 | 4 selling | −11.6% | −7.2% | +0.9% |
| November 30, 2020 | 6 selling | +27.8% | +37.5% | +32.7% |
| May 29, 2020 | 2 buying | −14.0% | +19.6% | +68.5% |
| November 29, 2019 | 3 selling | −18.3% | −23.4% | −17.1% |
| April 30, 2019 | 3 selling | −8.4% | −12.8% | −15.7% |