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
2026-11-10 20:09:050
93,922,301
93,922,301Form 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
2026-08-27 18:00:1511,226
1,762,109
1,773,335Form 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
7Bettinger Walter W
Co-Chairman
2026-08-31 19:39:37154,589
624,009
778,598Form 4
8Chafkin Jeremiah H
EVP - Advised Investor
2005-01-07 15:36:53730,298
218.08
730,516Form 3
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
21Wurster Richard A
President & CEO
2026-05-28 16:24:48218,409
4,595
223,004Form 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
31HERRINGER FRANK C
Director
2026-10-05 20:00:09153,637
0
153,637Form 4
32Clendening John S
EVP - Investor Services
2014-11-05 16:06:0331,448
76,197
107,645Form 4
33Dwyer Carrie E
EVP and General Counsel
2014-04-18 14:31:580
102,755
102,755Form 4
34SNEED PAULA A
Director
2026-08-10 19:05:209,675
91,711
101,386Form 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
38Murtagh Nigel J
Chief Risk Officer
2026-08-10 20:05:4482,750
2,621
85,371Form 4
39Hathi Neesha
MD, Head Wealth Adv, Bnk, Tst
2026-11-03 17:29:2868,246
5,770
74,016Form 4
40Woolway Paul V
MD, Chief Banking Officer
2026-04-16 19:43:5533,094
40,440
73,534Form 4
41Garfield David R
EVP and General Counsel
2019-03-05 15:48:0669,563
0
69,563Form 4
42Saeger Rebecca
EVP & Chief Marketing Officer
2011-01-24 19:18:3165,672
0
65,672Form 5
43Crawford Peter B.
CFO
2024-04-26 17:20:360
60,567
60,567Form 4
44ADAMS JOHN K JR
Director
2026-05-28 18:43:4454,688
0
54,688Form 4
45Goldman Charles G
EVP/COO, Schwab Institutional
2008-11-24 16:47:0447,487
0
47,487Form 4
46Verdeschi Michael D
CFO
2026-06-04 18:01:4347,442
0
47,442Form 4
47Beatty Jonathan S
MD, Head of Advisor Services
2026-08-18 17:55:2732,459
10,738
43,197Form 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
53YOFFIE DAVID B
Director
2007-05-10 14:05:5927,682
0
27,682Form 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
62Woulfe Tyler A.
MD, Chief Banking Officer
2026-07-10 16:59:1213,684
0
13,684Form 3
63Ellis Stephen A
Director
2026-10-05 19:47:2613,684
0
13,684Form 4
64Brown Marianne Catherine
Director
2026-10-05 19:31:188,700
0
8,700Form 4
65Masrani Bharat
Director
2025-01-06 18:09:507,724
0
7,724Form 4
66Howard Dennis
MD, Chief Tech, OPS & Data Off
2026-08-17 17:43:596,980
0
6,980Form 4
67FRANK ANTHONY M
Director Emeritus
2004-07-06 11:36:391,780
0
1,780Form 4
68Kallsen Terri R
EVP - Investor Services
2019-03-07 18:48:010
1,249
1,249Form 4
69Ruffel Charles A.
Director
2026-10-05 20:28:571,222
0
1,222Form 4
70Morgan Peter J. III
General Counsel
2026-07-27 18:05:380
849.14
849.14Form 4
71Craig Jonathan M.
MD, Head of Retail Investing
2026-08-17 18:22:380
0
0Form 4