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Who

Jonathan M. Craig

MD, Head of Retail Investing

Company insider

Files Form 4 as: MD, Head of Retail Investing, Charles Schwab.

In numbers

Trades disclosed
184
Buys
0
Sells
52
Bought
$0
Sold
$58.9M
Companies
1
Companies where not an officer
0
First trade
1 Mar 2018
Last trade
14 Aug 2026
Last filed
17 Aug 2026

Companies traded

Where they are an officer
SCHW Charles SchwabOfficer · Capital Markets & Asset Management · last 14 Aug 20260 buys · 52 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
20Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
14 Aug 2026filed 17 Aug 2026SCHW Charles SchwabCapital Markets & Asset ManagementSEC FORM 4 Code M$1.0M21,866 at $46.81filing
14 Aug 2026filed 17 Aug 2026SCHW Charles SchwabCapital Markets & Asset ManagementSEC FORM 4 Sold$2.4M21,866 at $111.03filing
14 Aug 2026filed 17 Aug 2026SCHW Charles Schwaboption or derivative · Capital Markets & Asset ManagementSEC FORM 4 Code M—21,866 at $0.00filing
14 Aug 2026filed 17 Aug 2026SCHW Charles Schwaboption or derivative · Capital Markets & Asset ManagementSEC FORM 4 Code M—21,866 at $0.00filing
14 Aug 2026filed 17 Aug 2026SCHW Charles SchwabCapital Markets & Asset ManagementSEC FORM 4 Code M$1.0M21,866 at $46.81filing
14 Aug 2026filed 17 Aug 2026SCHW Charles SchwabCapital Markets & Asset ManagementSEC FORM 4 Sold$2.4M21,866 at $111.03filing
5 Aug 2026filed 7 Aug 2026SCHW Charles SchwabCapital Markets & Asset ManagementSEC FORM 4 Code M$1.0M21,750 at $46.81filing
5 Aug 2026filed 7 Aug 2026SCHW Charles SchwabCapital Markets & Asset ManagementSEC FORM 4 Sold$2.3M21,750 at $107.02filing
5 Aug 2026filed 7 Aug 2026SCHW Charles Schwaboption or derivative · Capital Markets & Asset ManagementSEC FORM 4 Code M—21,750 at $0.00filing
5 Aug 2026filed 7 Aug 2026SCHW Charles Schwaboption or derivative · Capital Markets & Asset ManagementSEC FORM 4 Code M—21,750 at $0.00filing
5 Aug 2026filed 7 Aug 2026SCHW Charles SchwabCapital Markets & Asset ManagementSEC FORM 4 Code M$1.0M21,750 at $46.81filing
5 Aug 2026filed 7 Aug 2026SCHW Charles SchwabCapital Markets & Asset ManagementSEC FORM 4 Sold$2.3M21,750 at $107.02filing
7 Jul 2026filed 9 Jul 2026SCHW Charles SchwabCapital Markets & Asset ManagementSEC FORM 4 Code M$1.0M21,750 at $46.81filing
7 Jul 2026filed 9 Jul 2026SCHW Charles SchwabCapital Markets & Asset ManagementSEC FORM 4 Sold$2.2M21,750 at $102.01filing
7 Jul 2026filed 9 Jul 2026SCHW Charles Schwaboption or derivative · Capital Markets & Asset ManagementSEC FORM 4 Code M—21,750 at $0.00filing
7 Jul 2026filed 9 Jul 2026SCHW Charles Schwaboption or derivative · Capital Markets & Asset ManagementSEC FORM 4 Code M—21,750 at $0.00filing
7 Jul 2026filed 9 Jul 2026SCHW Charles SchwabCapital Markets & Asset ManagementSEC FORM 4 Code M$1.0M21,750 at $46.81filing
7 Jul 2026filed 9 Jul 2026SCHW Charles SchwabCapital Markets & Asset ManagementSEC FORM 4 Sold$2.2M21,750 at $102.01filing
14 Apr 2026filed 15 Apr 2026SCHW Charles SchwabCapital Markets & Asset ManagementSEC FORM 4 Code M$1.0M21,750 at $46.81filing
14 Apr 2026filed 15 Apr 2026SCHW Charles SchwabCapital Markets & Asset ManagementSEC FORM 4 Sold$2.2M21,750 at $99.00filing

Sectors

Financials52

Buys in green, sells in red, by the company’s sector.

Related people

Stephen A. EllisDirector · Director at Schwab Charles, filing Form 4 there in the last year
Frank C. HerringerDirector · Director at Schwab Charles, filing Form 4 there in the last year
Neesha HathiMD, Head Wealth Adv, Bnk, Tst · MD, Head Wealth Adv, Bnk, Tst at Schwab Charles, filing Form 4 there in the last year
Marianne Catherine BrownDirector · Director at Schwab Charles, filing Form 4 there in the last year
Charles A. RuffelDirector · Director at Schwab Charles, filing Form 4 there in the last year
Ro KhannaRepresentative, CA-17 · Also traded SCHW in the last 90 days
Walter W. BettingerCo-Chairman · Also traded SCHW in the last 90 days
Carolyn Schwab-PomerantzDirector · Also traded SCHW in the last 90 days