Charles Schwab Corporation (SCHW)General Counsel sold ~$1.18M

~$1.18M

Approx. value · 15K sh @ $80.70

Traded

Jan 22, 2025

Filed

Jan 24, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Nov 13, 2024CongressDisclosed sale of SCHW — reported range $1,001 - $15,000
2. Nov 22, 2024InsiderOfficer sold ~$1.03M of SCHW shares in the open market
3. Nov 25, 2024CongressDisclosed purchase of SCHW — reported range $1,001 - $15,000
4. Nov 25, 2024InsiderOfficer sold ~$189K of SCHW shares in the open market
5. Dec 16, 2024Insider · 1 personInsiders: 2 sales (~$714K)
6. Jan 2, 2025Insider · 1 personInsiders: 2 sales (~$1.8M)
7. Jan 22, 2025 · this disclosureInsiderOfficer sold ~$1.18M of SCHW shares in the open market

What came next

1. Jan 23, 2025Court · District Court, N.D. CaliforniaSecurities lawsuit filed: Harris v. Charles Schwab & Co.
2. Jan 23, 2025InsiderDirector sold ~$699K of SCHW shares in the open market
3. Feb 6, 2025Insider · 1 personInsiders: 2 sales (~$2.0M)
4. Feb 12, 2025Insider · 2 peopleInsiders: 3 sales (~$52.9M)
5. Feb 13, 2025Insider · 1 personInsiders: 2 sales (~$10.2M)
6. Feb 18, 2025InsiderChair sold ~$477K of SCHW shares in the open market
7. Feb 19, 2025InsiderChair sold ~$10.2M of SCHW shares in the open market
8. Feb 21, 2025Insider · 1 personInsiders: 2 sales (~$10.2M)
9. Feb 21, 2025CongressDisclosed partial sale of SCHW — reported range $1,001 - $15,000
10. Feb 27, 2025InsiderChair sold ~$4.4M of SCHW shares in the open market
11. Mar 3, 2025Insider · 2 peopleInsiders: 2 sales (~$2.5M)
12. Mar 5, 2025Insider · 2 peopleInsiders: 2 sales (~$1.9M)
13. Mar 6, 2025Insider · 2 peopleInsiders: 3 sales (~$3.6M)
14. Mar 24, 2025InsiderOfficer sold ~$689K of SCHW shares in the open market
15. Apr 1, 2025Insider · 1 personInsiders: 2 sales (~$262K)
16. Apr 3, 2025Insider · 1 personInsiders: 4 sales (~$1.8M)
17. Apr 7, 2025CongressDisclosed purchase of SCHW — reported range $1,001 - $15,000
18. Apr 21, 2025InsiderDirector sold ~$267K of SCHW shares in the open market
19. Apr 21, 2025CongressDisclosed sale of SCHW — reported range $1,001 - $15,000
20. Apr 22, 2025InsiderDirector sold ~$529K of SCHW shares in the open market

How to read SEC Form 4

Form 4 is the filing that officers, directors and owners of more than 10% of a US-listed company must send to the SEC within two business days after they buy, sell or otherwise change their holding of the company's stock.

Full guide: What is an SEC Form 4?

What else is on file for Charles Schwab Corporation

For Charles Schwab Corporation, OQRO holds 34 insider filings (SEC Form 4 or Form 144), 2 Congress trade reports and 71 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its SCHW page.

Other recent filings by Peter J. Iii Morgan, General Counsel

• SEC Form 4 at Charles Schwab Corporation (SCHW)Jul 27, 2026
• SEC Form 4 at Charles Schwab Corporation (SCHW)Feb 4, 2026
• SEC Form 4 at Charles Schwab Corporation (SCHW)Aug 29, 2025
• SEC Form 4 at Charles Schwab Corporation (SCHW)May 23, 2025

The full history of Peter J. Iii Morgan, General Counsel is on the profile page.

How this filing works

• SEC Form 4
• Open-market purchase
• Rule 10b5-1 trading plans

Other disclosures at Charles Schwab Corporation

• SEC Form 4Oct 6, 2026
• SEC Form 4Sep 3, 2026
• SEC Form 4Aug 31, 2026
• SEC Form 4Aug 31, 2026
• SEC Form 4Aug 27, 2026
• SEC Form 4Aug 27, 2026

Everything OQRO holds on this company is on its SCHW page.