Jonathan M. Craig reported transactions in The Charles Schwab Corp. common stock on July 7, 2026, involving an option exercise, a transfer of shares to a revocable trust, and related open-market sales under a prearranged trading plan. The filing shows an acquisition of 21,750 shares of Schwab common stock at an exercise price of $46.81 per share. The shares were received through the exercise of a stock option granted under the company’s 2013 Stock Incentive Plan. According to the explanatory note, the option vested in four equal annual installments beginning on the first anniversary of the grant date. After the option exercise, the shares received were contributed to a revocable trust, meaning the filing reflects a change in the form of beneficial ownership rather than necessarily a complete disposition of those shares. The filing also reports sales of Schwab common stock that were carried out pursuant to a Rule 10b5-1 trading plan adopted by Craig on November 11, 2025. Such plans allow insiders to schedule trades in advance under preset conditions. The sale transactions were executed in multiple trades at prices ranging from $102.00 to $102.10 per share. The reported price represents the weighted average sale price, and the filer stated that full details on the number of shares sold at each price would be provided upon request to the SEC staff, the issuer, or a Schwab security holder. The excerpted filing text does not provide the full transaction table, so the exact number of shares sold, the precise weighted-average sale price, transaction-code line items, and Craig’s post-transaction beneficial ownership are not visible here. The key reported action is that Craig exercised options for 21,750 Schwab shares at $46.81, transferred the resulting shares to a revocable trust, and made plan-based sales at roughly $102 per share.
Stock detail
Charles Schwab (SCHW) stock price, chart, and key data
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Stock detail
Charles Schwab
SCHW · XNYS
-$11.42 (-11.24%) past day
$90.17
After hours $100.13 (+11.05%)
Key metrics
Financials
Quarterly revenue, profitability, and balance-sheet snapshot
Dividend
Past Dividend Performance
$0.27
$0.32
$0.32
Annual Dividend Yield
1.42%
Dividend
$0.32 / Stock
Frequency
Quarterly Payment
Day range
$98.85 - $104.85
Close price
$99.96
Market cap
$178.3B
P/E ratio
17.93
About the company
The Charles Schwab Corporation
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, investing, and related services including consulting, and wealth management advisory services to both retail and institutional clients. One of the largest banks in the United States by assets, as of December 31, 2024, it had $10.10 trillion in client assets, 36.5 million active brokerage accounts, 5.4 million workplace retirement plan participant accounts, and 2.0 million banking accounts. It also offers a donor advised fund for clients seeking to donate securities. It was founded in San Francisco, California, and is headquartered in Westlake, Texas. It has over 380 branches, primarily in financial centers in the United States and the United Kingdom. Founded as First Commander Corporation in 1971 and renamed to Charles Schwab & Co. in 1973, the company leveraged deregulation of the 1970s to pioneer discount sales of equity securities. After a flagship opening in Sacramento, California, the bank expanded into Seattle before the 1980s economic expansion financed the bank's investments in technology, automation, and digital record keeping.
Analyst rating summary
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Mean target
$119
13
Buy
/ 15
Recent calls
07/16/2026
J.P. Morgan
Ken Worthington
Buy · Price target $137
07/15/2026
Piper Sandler
Patrick Moley
Hold · Price target $112
07/13/2026
Truist Financial
Brian Foran
Buy · Price target $130
Ticker holders
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Holder directory
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#1Gilbert Cisneros
democrat · House · CA-31
- Sell$1,001 / $8,001 / $15,000
- Buy$1,001 / $8,001 / $15,000
- Sell$1,001 / $8,001 / $15,000
#2Julie Johnson
democrat · House · TX-32
- Sell$1,001 / $8,001 / $15,000
- Sell$1,001 / $8,001 / $15,000
#3Valerie Hoyle
democrat · House · OR-4
- Sell$1,001 / $8,001 / $15,000
#4Ro Khanna
democrat · House · CA-17
- Buy$1,001 / $8,001 / $15,000
#5Pete Ricketts
republican · Senate · NE
#6Pete Ricketts
republican · Senate · NE
#7Ro Khanna
democrat · House · CA-17
- Buy$1,000 / $8,000 / $15,000
- Buy$1,001 / $8,001 / $15,000
#8Earl Blumenauer
democrat · House · OR-3
#9Richard W. Allen
republican · House · GA-12
#10Susan Collins
republican · Senate · ME
#11Josh Gottheimer
democrat · House · NJ-5
#12Marjorie Taylor Greene
republican · House · GA-14
#13Josh Gottheimer
democrat · House · NJ-5
#14Dan Newhouse
republican · House · WA-4
- Buy$1,001 / $8,001 / $15,000
Market action
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