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
2026-02-05 21:24:170
95,978,532
95,978,532Form 4
2POTTRUCK DAVID S
President and CEO
2004-04-19 18:01:12400,000
4,303,459
4,703,459Form 4
3BUTCHER C PRESTON
Director
2018-05-09 17:34:564,754
940,934
945,688Form 4
4COGHLAN JOHN PHILIP
Vice Chairman
2003-07-29 15:06:42838,708
0
838,708Form 4
5Ricketts Todd M
Director
2025-05-29 19:34:38383,413
450,687
834,100Form 4
6Chafkin Jeremiah H
EVP - Advised Investor
2005-01-07 15:36:53730,298
218.08
730,516Form 3
7Bettinger Walter W
Co-Chairman
2026-02-10 19:49:110
542,925
542,925Form 4
8DODDS CHRISTOPHER V
Director
2026-02-10 19:32:116,799
449,406
456,205Form 4
9Schwab-Pomerantz Carolyn
Director
2026-01-26 20:11:289,624
438,947
448,571Form 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
15Howard Dennis
MD, Chief Tech, OPS & Data Off
2026-02-09 20:58:11295,179
0
295,179Form 3
16MARTINETTO JOSEPH R
COO
2024-04-22 21:19:450
288,520
288,520Form 4
17WEBER ALAN J
Executive Vice President
2004-10-04 12:59:02273,723
0
273,723Form 4
18LEEMON DANIEL O
EVP and Chief Strategy Officer
2003-12-05 14:42:505,354
267,190
272,544Form 4
19MCLEOD MARY S
Executive Vice President
2004-02-26 13:36:58268,882
0
268,882Form 4
20WALTHER ROGER O
Director
2020-11-19 10:20:4515,453
251,028
266,481Form 4
21BILNEY JODY L
Executive Vice President
2004-10-04 12:41:28255,475
0
255,475Form 4
22McCool James D
EVP - Client Solutions
2015-06-09 11:45:12174,879
34,752
209,631Form 4
23BECHTLE NANCY H
Director
2017-08-07 17:11:554,754
189,346
194,100Form 4
24WILSON ROBERT N
Director
2018-12-14 19:13:57193,282
0
193,282Form 4
25Merk Randall W
EVP-Schwab Financial Products
10% Owner
2007-03-06 18:08:400
182,393
182,393Form 4
26Brown Jeffrey T
SVP and Acting General Counsel
2014-04-28 19:16:48175,204
4,110
179,314Form 3
27Sasson Gideon
EVP and CIO
2007-06-19 17:18:08176,757
0
176,757Form 4
28GORMAN LON
Vice Chairman
2003-10-16 19:37:540
174,334
174,334Form 4
29Clark Bernard J.
MD Head of Advisor Services
2024-06-14 19:07:4444,251
126,079
170,330Form 4
30MCLIN STEPHEN T
Director
2020-04-21 15:24:197,297
157,109
164,406Form 4
31Wurster Richard A
President & CEO
2025-07-31 17:13:51157,189
4,334
161,523Form 4
32HERRINGER FRANK C
Director
2026-01-06 17:34:14150,783
0
150,783Form 4
33Clendening John S
EVP - Investor Services
2014-11-05 16:06:0331,448
76,197
107,645Form 4
34SNEED PAULA A
Director
2025-11-14 19:01:478,073
96,974
105,047Form 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
39Garfield David R
EVP and General Counsel
2019-03-05 15:48:0669,563
0
69,563Form 4
40Saeger Rebecca
EVP & Chief Marketing Officer
2011-01-24 19:18:3165,672
0
65,672Form 5
41Crawford Peter B.
CFO
2024-04-26 17:20:360
60,567
60,567Form 4
42Murtagh Nigel J
Chief Risk Officer
2025-11-14 19:26:5157,972
2,374
60,346Form 4
43Beatty Jonathan S
MD, Head of Advisor Services
2026-01-23 20:53:2633,495
21,768
55,263Form 4
44Verdeschi Michael D
CFO
2025-06-04 20:23:4953,961
0
53,961Form 4
45ADAMS JOHN K JR
Director
2025-05-29 18:42:5852,313
0
52,313Form 4
46Goldman Charles G
EVP/COO, Schwab Institutional
2008-11-24 16:47:0447,487
0
47,487Form 4
47Chandoha Marie A
CEO - CSIM
2019-03-05 19:10:120
40,260
40,260Form 4
48Haraf William S
Director
2022-05-23 17:06:4939,258
0
39,258Form 4
49Woolway Paul V
MD, Chief Banking Officer
2025-11-12 21:20:3925,153
9,005
34,158Form 4
50Levitt Brian M
Director
2024-05-30 19:24:5311,775
21,846
33,621Form 4
51SARIN ARUN
Director
2025-05-29 18:56:4214,312
18,617
32,929Form 4
52YOFFIE DAVID B
Director
2007-05-10 14:05:5927,682
0
27,682Form 4
53Dea Joan
Director
2025-07-31 17:03:4727,673
0
27,673Form 4
54Hier-King Jan
EVP - Human Resources
2007-02-27 16:23:5127,553
0
27,553Form 4
55Goldfarb Mark A
Director
2024-04-18 21:44:117,395
19,917
27,312Form 4
56Allen Jay L
EVP and Chief Admin Officer
2015-06-12 10:45:5118,012
7,528
25,540Form 4
57ALDINGER WILLIAM F III
Director
2009-05-20 11:16:5124,254
0
24,254Form 4
58Morgan Peter J. III
General Counsel
2026-02-03 21:40:5722,788
700.33
23,488Form 4
59FISHER DONALD G
Director
2009-05-20 11:35:2818,754
0
18,754Form 4
60MARTIN-FLICKINGER GERRI
Director
2025-05-29 19:21:369,413
8,455
17,868Form 4
61MAGNER MARJORIE
Director
2008-05-21 12:04:3416,922
0
16,922Form 4
62MCWHINNEY DEBORAH D
EVP - Schwab Institutional
2007-05-03 18:52:520
15,830
15,830Form 4
63Ellis Stephen A
Director
2026-01-06 17:26:3812,418
0
12,418Form 4
64Masrani Bharat
Director
2025-01-06 18:09:507,724
0
7,724Form 4
65Brown Marianne Catherine
Director
2026-01-06 17:37:287,365
0
7,365Form 4
66FRANK ANTHONY M
Director Emeritus
2004-07-06 11:36:391,780
0
1,780Form 4
67Ruffel Charles A.
Director
2026-01-06 17:10:351,317
0
1,317Form 4
68Kallsen Terri R
EVP - Investor Services
2019-03-07 18:48:010
1,249
1,249Form 4
69Craig Jonathan M.
MD, Head of Investor Services
2025-11-10 21:17:460
0
0Form 4