SCHWAB CHARLES CORP (SCHW) - Insider Holders & Insider Ownership

List of insiders holdings for SCHWAB CHARLES CORP:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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#Insider Holder NameReport
Date Time		Shares Owned
Directly
Indirectly		Total
Shares Owned		Filing
1Schwab Charles R.
Co-Chairman		2026-05-26 17:30:010
95,052,931		95,052,931Form 4
2POTTRUCK DAVID S
President and CEO		2004-04-19 18:01:12400,000
4,303,459		4,703,459Form 4
3Schwab-Pomerantz Carolyn
Director		2026-05-28 17:34:0615,203
1,835,406		1,850,609Form 4
4BUTCHER C PRESTON
Director		2018-05-09 17:34:564,754
940,934		945,688Form 4
5COGHLAN JOHN PHILIP
Vice Chairman 		2003-07-29 15:06:42838,708
0		838,708Form 4
6Ricketts Todd M
Director		2025-05-29 19:34:38383,413
450,687		834,100Form 4
7Chafkin Jeremiah H
EVP - Advised Investor		2005-01-07 15:36:53730,298
218.08		730,516Form 3
8Bettinger Walter W
Co-Chairman		2026-03-03 20:45:19123,127
540,539		663,666Form 4
9DODDS CHRISTOPHER V
Director		2026-05-27 21:13:599,646
450,654		460,300Form 4
10ATWELL WILLIAM L
EVP/President - Ind. Investor		2005-09-09 14:29:06400,000
0		400,000Form 4
11Lyons Jeffrey M
Executive Vice President		2004-12-17 15:29:040
369,501		369,501Form 4
12PENNEY GEOFFREY J
EVP and CIO		2004-02-26 19:51:54355,499
0		355,499Form 4
13LEPORE DAWN G
Vice Chairman		2003-07-23 17:41:06304,941
0		304,941Form 4
14Scaturro Peter K
EVP and CEO - U.S. Trust		2006-11-01 17:47:11302,644
0		302,644Form 4
15MARTINETTO JOSEPH R
COO		2024-04-22 21:19:450
288,520		288,520Form 4
16WEBER ALAN J
Executive Vice President		2004-10-04 12:59:02273,723
0		273,723Form 4
17LEEMON DANIEL O
EVP and Chief Strategy Officer		2003-12-05 14:42:505,354
267,190		272,544Form 4
18MCLEOD MARY S
Executive Vice President		2004-02-26 13:36:58268,882
0		268,882Form 4
19WALTHER ROGER O
Director		2020-11-19 10:20:4515,453
251,028		266,481Form 4
20BILNEY JODY L
Executive Vice President		2004-10-04 12:41:28255,475
0		255,475Form 4
21HERRINGER FRANK C
Director		2026-05-27 20:53:5216,245
228,133		244,378Form 4
22Wurster Richard A
President & CEO		2026-05-28 16:24:48218,409
4,595		223,004Form 4
23McCool James D
EVP - Client Solutions		2015-06-09 11:45:12174,879
34,752		209,631Form 4
24BECHTLE NANCY H
Director		2017-08-07 17:11:554,754
189,346		194,100Form 4
25WILSON ROBERT N
Director		2018-12-14 19:13:57193,282
0		193,282Form 4
26Merk Randall W
EVP-Schwab Financial Products
10% Owner		2007-03-06 18:08:400
182,393		182,393Form 4
27Brown Jeffrey T
SVP and Acting General Counsel		2014-04-28 19:16:48175,204
4,110		179,314Form 3
28Sasson Gideon
EVP and CIO		2007-06-19 17:18:08176,757
0		176,757Form 4
29GORMAN LON
Vice Chairman		2003-10-16 19:37:540
174,334		174,334Form 4
30Clark Bernard J.
MD Head of Advisor Services		2024-06-14 19:07:4444,251
126,079		170,330Form 4
31MCLIN STEPHEN T
Director		2020-04-21 15:24:197,297
157,109		164,406Form 4
32Ellis Stephen A
Director		2026-05-27 20:37:1512,239
98,918		111,157Form 4
33SNEED PAULA A
Director		2026-05-27 20:49:0213,652
96,974		110,626Form 4
34Clendening John S
EVP - Investor Services		2014-11-05 16:06:0331,448
76,197		107,645Form 4
35Dwyer Carrie E
EVP and General Counsel		2014-04-18 14:31:580
102,755		102,755Form 4
36SHULTZ GEORGE P
Director Emeritus		2005-01-21 12:05:580
97,250		97,250Form 4
37Brigeman Benjamin L
EVP - Investor Services		2012-02-06 11:38:055,956
90,121		96,077Form 4
38Gill George A.
EVP - Investor Services		2014-11-05 16:06:0590,168
4,014		94,182Form 4
39Woolway Paul V
MD, Chief Banking Officer		2026-04-16 19:43:5533,094
40,440		73,534Form 4
40Garfield David R
EVP and General Counsel		2019-03-05 15:48:0669,563
0		69,563Form 4
41Saeger Rebecca
EVP & Chief Marketing Officer		2011-01-24 19:18:3165,672
0		65,672Form 5
42Craig Jonathan M.
MD, Head of Retail Investing		2026-04-15 20:09:1965,366
0		65,366Form 4
43Crawford Peter B.
CFO		2024-04-26 17:20:360
60,567		60,567Form 4
44Murtagh Nigel J
Chief Risk Officer		2026-04-15 19:53:2457,972
2,484		60,456Form 4
45ADAMS JOHN K JR
Director		2026-05-28 18:43:4454,688
0		54,688Form 4
46Goldman Charles G
EVP/COO, Schwab Institutional		2008-11-24 16:47:0447,487
0		47,487Form 4
47Verdeschi Michael D
CFO		2026-06-04 18:01:4347,442
0		47,442Form 4
48Chandoha Marie A
CEO - CSIM		2019-03-05 19:10:120
40,260		40,260Form 4
49Sarin Arun
Director		2026-05-27 20:35:4216,245
23,983		40,228Form 4
50Haraf William S
Director		2022-05-23 17:06:4939,258
0		39,258Form 4
51Levitt Brian M
Director		2024-05-30 19:24:5311,775
21,846		33,621Form 4
52Dea Joan
Director		2026-05-28 17:05:3432,417
0		32,417Form 4
53Morgan Peter J. III
General Counsel		2026-03-03 20:39:2828,009
700.33		28,709Form 4
54Ruffel Charles A.
Director		2026-05-28 18:29:3315,358
13,285		28,642Form 4
55YOFFIE DAVID B
Director		2007-05-10 14:05:5927,682
0		27,682Form 4
56Hier-King Jan
EVP - Human Resources		2007-02-27 16:23:5127,553
0		27,553Form 4
57Goldfarb Mark A
Director		2024-04-18 21:44:117,395
19,917		27,312Form 4
58Allen Jay L
EVP and Chief Admin Officer		2015-06-12 10:45:5118,012
7,528		25,540Form 4
59Beatty Jonathan S
MD, Head of Advisor Services		2026-03-04 20:05:0724,509
0		24,509Form 4
60ALDINGER WILLIAM F III
Director		2009-05-20 11:16:5124,254
0		24,254Form 4
61Brown Marianne Catherine
Director		2026-05-27 21:49:0821,330
0		21,330Form 4
62FISHER DONALD G
Director		2009-05-20 11:35:2818,754
0		18,754Form 4
63MARTIN-FLICKINGER GERRI
Director		2025-05-29 19:21:369,413
8,455		17,868Form 4
64MAGNER MARJORIE
Director		2008-05-21 12:04:3416,922
0		16,922Form 4
65MCWHINNEY DEBORAH D
EVP - Schwab Institutional		2007-05-03 18:52:520
15,830		15,830Form 4
66Howard Dennis
MD, Chief Tech, OPS & Data Off		2026-03-05 17:38:5110,470
0		10,470Form 4
67Masrani Bharat
Director		2025-01-06 18:09:507,724
0		7,724Form 4
68FRANK ANTHONY M
Director Emeritus		2004-07-06 11:36:391,780
0		1,780Form 4
69Kallsen Terri R
EVP - Investor Services		2019-03-07 18:48:010
1,249		1,249Form 4