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
2025-10-24 20:53:070
96,476,907
96,476,907Form 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
2025-07-31 18:03:010
603,963
603,963Form 4
8DODDS CHRISTOPHER V
Director
2025-05-29 18:49:2414,312
442,807
457,119Form 4
9Schwab-Pomerantz Carolyn
Director
2025-10-03 18:57:139,624
443,712
453,336Form 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
21McCool James D
EVP - Client Solutions
2015-06-09 11:45:12174,879
34,752
209,631Form 4
22BECHTLE NANCY H
Director
2017-08-07 17:11:554,754
189,346
194,100Form 4
23WILSON ROBERT N
Director
2018-12-14 19:13:57193,282
0
193,282Form 4
24Merk Randall W
EVP-Schwab Financial Products
10% Owner
2007-03-06 18:08:400
182,393
182,393Form 4
25Brown Jeffrey T
SVP and Acting General Counsel
2014-04-28 19:16:48175,204
4,110
179,314Form 3
26Sasson Gideon
EVP and CIO
2007-06-19 17:18:08176,757
0
176,757Form 4
27GORMAN LON
Vice Chairman
2003-10-16 19:37:540
174,334
174,334Form 4
28Clark Bernard J.
MD Head of Advisor Services
2024-06-14 19:07:4444,251
126,079
170,330Form 4
29MCLIN STEPHEN T
Director
2020-04-21 15:24:197,297
157,109
164,406Form 4
30Wurster Richard A
President & CEO
2025-07-31 17:13:51157,189
4,334
161,523Form 4
31HERRINGER FRANK C
Director
2025-10-03 19:15:13150,832
0
150,832Form 4
32SNEED PAULA A
Director
2025-05-29 19:00:2111,719
105,654
117,373Form 4
33Clendening John S
EVP - Investor Services
2014-11-05 16:06:0331,448
76,197
107,645Form 4
34Dwyer Carrie E
EVP and General Counsel
2014-04-18 14:31:580
102,755
102,755Form 4
35SHULTZ GEORGE P
Director Emeritus
2005-01-21 12:05:580
97,250
97,250Form 4
36Brigeman Benjamin L
EVP - Investor Services
2012-02-06 11:38:055,956
90,121
96,077Form 4
37Gill George A.
EVP - Investor Services
2014-11-05 16:06:0590,168
4,014
94,182Form 4
38Woolway Paul V
MD, Chief Banking Officer
2025-10-02 19:04:0825,153
44,523
69,676Form 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
41Beatty Jonathan S
MD, Head of Advisor Services
2025-08-29 18:24:4750,412
11,923
62,335Form 4
42Murtagh Nigel J
Chief Risk Officer
2025-07-31 17:05:1658,999
2,374
61,373Form 4
43Crawford Peter B.
CFO
2024-04-26 17:20:360
60,567
60,567Form 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
49Craig Jonathan M.
MD, Head of Investor Services
2025-05-22 20:56:4535,188
0
35,188Form 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
58FISHER DONALD G
Director
2009-05-20 11:35:2818,754
0
18,754Form 4
59MARTIN-FLICKINGER GERRI
Director
2025-05-29 19:21:369,413
8,455
17,868Form 4
60MAGNER MARJORIE
Director
2008-05-21 12:04:3416,922
0
16,922Form 4
61MCWHINNEY DEBORAH D
EVP - Schwab Institutional
2007-05-03 18:52:520
15,830
15,830Form 4
62Ellis Stephen A
Director
2025-10-03 19:23:1012,025
0
12,025Form 4
63Masrani Bharat
Director
2025-01-06 18:09:507,724
0
7,724Form 4
64Brown Marianne Catherine
Director
2025-10-03 19:30:576,951
0
6,951Form 4
65FRANK ANTHONY M
Director Emeritus
2004-07-06 11:36:391,780
0
1,780Form 4
66Ruffel Charles A.
Director
2025-10-03 19:19:121,340
0
1,340Form 4
67Kallsen Terri R
EVP - Investor Services
2019-03-07 18:48:010
1,249
1,249Form 4
68Morgan Peter J. III
General Counsel
2025-08-29 18:18:530
601.47
601.47Form 4