List of insiders holdings for SCHWAB CHARLES CORP:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- 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
What is insider trading>>
- Peter Lynch
What is insider trading>>
| # | Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
| 1 | Schwab Charles R. Co-Chairman | 2025-10-24 20:53:07 | 0 96,476,907 | 96,476,907 | Form 4 |
| 2 | POTTRUCK DAVID S President and CEO | 2004-04-19 18:01:12 | 400,000 4,303,459 | 4,703,459 | Form 4 |
| 3 | BUTCHER C PRESTON Director | 2018-05-09 17:34:56 | 4,754 940,934 | 945,688 | Form 4 |
| 4 | COGHLAN JOHN PHILIP Vice Chairman | 2003-07-29 15:06:42 | 838,708 0 | 838,708 | Form 4 |
| 5 | Ricketts Todd M Director | 2025-05-29 19:34:38 | 383,413 450,687 | 834,100 | Form 4 |
| 6 | Chafkin Jeremiah H EVP - Advised Investor | 2005-01-07 15:36:53 | 730,298 218.08 | 730,516 | Form 3 |
| 7 | Bettinger Walter W Co-Chairman | 2025-07-31 18:03:01 | 0 603,963 | 603,963 | Form 4 |
| 8 | DODDS CHRISTOPHER V Director | 2025-05-29 18:49:24 | 14,312 442,807 | 457,119 | Form 4 |
| 9 | Schwab-Pomerantz Carolyn Director | 2025-10-03 18:57:13 | 9,624 443,712 | 453,336 | Form 4 |
| 10 | ATWELL WILLIAM L EVP/President - Ind. Investor | 2005-09-09 14:29:06 | 400,000 0 | 400,000 | Form 4 |
| 11 | Lyons Jeffrey M Executive Vice President | 2004-12-17 15:29:04 | 0 369,501 | 369,501 | Form 4 |
| 12 | PENNEY GEOFFREY J EVP and CIO | 2004-02-26 19:51:54 | 355,499 0 | 355,499 | Form 4 |
| 13 | LEPORE DAWN G Vice Chairman | 2003-07-23 17:41:06 | 304,941 0 | 304,941 | Form 4 |
| 14 | Scaturro Peter K EVP and CEO - U.S. Trust | 2006-11-01 17:47:11 | 302,644 0 | 302,644 | Form 4 |
| 15 | MARTINETTO JOSEPH R COO | 2024-04-22 21:19:45 | 0 288,520 | 288,520 | Form 4 |
| 16 | WEBER ALAN J Executive Vice President | 2004-10-04 12:59:02 | 273,723 0 | 273,723 | Form 4 |
| 17 | LEEMON DANIEL O EVP and Chief Strategy Officer | 2003-12-05 14:42:50 | 5,354 267,190 | 272,544 | Form 4 |
| 18 | MCLEOD MARY S Executive Vice President | 2004-02-26 13:36:58 | 268,882 0 | 268,882 | Form 4 |
| 19 | WALTHER ROGER O Director | 2020-11-19 10:20:45 | 15,453 251,028 | 266,481 | Form 4 |
| 20 | BILNEY JODY L Executive Vice President | 2004-10-04 12:41:28 | 255,475 0 | 255,475 | Form 4 |
| 21 | McCool James D EVP - Client Solutions | 2015-06-09 11:45:12 | 174,879 34,752 | 209,631 | Form 4 |
| 22 | BECHTLE NANCY H Director | 2017-08-07 17:11:55 | 4,754 189,346 | 194,100 | Form 4 |
| 23 | WILSON ROBERT N Director | 2018-12-14 19:13:57 | 193,282 0 | 193,282 | Form 4 |
| 24 | Merk Randall W EVP-Schwab Financial Products 10% Owner | 2007-03-06 18:08:40 | 0 182,393 | 182,393 | Form 4 |
| 25 | Brown Jeffrey T SVP and Acting General Counsel | 2014-04-28 19:16:48 | 175,204 4,110 | 179,314 | Form 3 |
| 26 | Sasson Gideon EVP and CIO | 2007-06-19 17:18:08 | 176,757 0 | 176,757 | Form 4 |
| 27 | GORMAN LON Vice Chairman | 2003-10-16 19:37:54 | 0 174,334 | 174,334 | Form 4 |
| 28 | Clark Bernard J. MD Head of Advisor Services | 2024-06-14 19:07:44 | 44,251 126,079 | 170,330 | Form 4 |
| 29 | MCLIN STEPHEN T Director | 2020-04-21 15:24:19 | 7,297 157,109 | 164,406 | Form 4 |
| 30 | Wurster Richard A President & CEO | 2025-07-31 17:13:51 | 157,189 4,334 | 161,523 | Form 4 |
| 31 | HERRINGER FRANK C Director | 2025-10-03 19:15:13 | 150,832 0 | 150,832 | Form 4 |
| 32 | SNEED PAULA A Director | 2025-05-29 19:00:21 | 11,719 105,654 | 117,373 | Form 4 |
| 33 | Clendening John S EVP - Investor Services | 2014-11-05 16:06:03 | 31,448 76,197 | 107,645 | Form 4 |
| 34 | Dwyer Carrie E EVP and General Counsel | 2014-04-18 14:31:58 | 0 102,755 | 102,755 | Form 4 |
| 35 | SHULTZ GEORGE P Director Emeritus | 2005-01-21 12:05:58 | 0 97,250 | 97,250 | Form 4 |
| 36 | Brigeman Benjamin L EVP - Investor Services | 2012-02-06 11:38:05 | 5,956 90,121 | 96,077 | Form 4 |
| 37 | Gill George A. EVP - Investor Services | 2014-11-05 16:06:05 | 90,168 4,014 | 94,182 | Form 4 |
| 38 | Woolway Paul V MD, Chief Banking Officer | 2025-10-02 19:04:08 | 25,153 44,523 | 69,676 | Form 4 |
| 39 | Garfield David R EVP and General Counsel | 2019-03-05 15:48:06 | 69,563 0 | 69,563 | Form 4 |
| 40 | Saeger Rebecca EVP & Chief Marketing Officer | 2011-01-24 19:18:31 | 65,672 0 | 65,672 | Form 5 |
| 41 | Beatty Jonathan S MD, Head of Advisor Services | 2025-08-29 18:24:47 | 50,412 11,923 | 62,335 | Form 4 |
| 42 | Murtagh Nigel J Chief Risk Officer | 2025-07-31 17:05:16 | 58,999 2,374 | 61,373 | Form 4 |
| 43 | Crawford Peter B. CFO | 2024-04-26 17:20:36 | 0 60,567 | 60,567 | Form 4 |
| 44 | Verdeschi Michael D CFO | 2025-06-04 20:23:49 | 53,961 0 | 53,961 | Form 4 |
| 45 | ADAMS JOHN K JR Director | 2025-05-29 18:42:58 | 52,313 0 | 52,313 | Form 4 |
| 46 | Goldman Charles G EVP/COO, Schwab Institutional | 2008-11-24 16:47:04 | 47,487 0 | 47,487 | Form 4 |
| 47 | Chandoha Marie A CEO - CSIM | 2019-03-05 19:10:12 | 0 40,260 | 40,260 | Form 4 |
| 48 | Haraf William S Director | 2022-05-23 17:06:49 | 39,258 0 | 39,258 | Form 4 |
| 49 | Craig Jonathan M. MD, Head of Investor Services | 2025-05-22 20:56:45 | 35,188 0 | 35,188 | Form 4 |
| 50 | Levitt Brian M Director | 2024-05-30 19:24:53 | 11,775 21,846 | 33,621 | Form 4 |
| 51 | SARIN ARUN Director | 2025-05-29 18:56:42 | 14,312 18,617 | 32,929 | Form 4 |
| 52 | YOFFIE DAVID B Director | 2007-05-10 14:05:59 | 27,682 0 | 27,682 | Form 4 |
| 53 | Dea Joan Director | 2025-07-31 17:03:47 | 27,673 0 | 27,673 | Form 4 |
| 54 | Hier-King Jan EVP - Human Resources | 2007-02-27 16:23:51 | 27,553 0 | 27,553 | Form 4 |
| 55 | Goldfarb Mark A Director | 2024-04-18 21:44:11 | 7,395 19,917 | 27,312 | Form 4 |
| 56 | Allen Jay L EVP and Chief Admin Officer | 2015-06-12 10:45:51 | 18,012 7,528 | 25,540 | Form 4 |
| 57 | ALDINGER WILLIAM F III Director | 2009-05-20 11:16:51 | 24,254 0 | 24,254 | Form 4 |
| 58 | FISHER DONALD G Director | 2009-05-20 11:35:28 | 18,754 0 | 18,754 | Form 4 |
| 59 | MARTIN-FLICKINGER GERRI Director | 2025-05-29 19:21:36 | 9,413 8,455 | 17,868 | Form 4 |
| 60 | MAGNER MARJORIE Director | 2008-05-21 12:04:34 | 16,922 0 | 16,922 | Form 4 |
| 61 | MCWHINNEY DEBORAH D EVP - Schwab Institutional | 2007-05-03 18:52:52 | 0 15,830 | 15,830 | Form 4 |
| 62 | Ellis Stephen A Director | 2025-10-03 19:23:10 | 12,025 0 | 12,025 | Form 4 |
| 63 | Masrani Bharat Director | 2025-01-06 18:09:50 | 7,724 0 | 7,724 | Form 4 |
| 64 | Brown Marianne Catherine Director | 2025-10-03 19:30:57 | 6,951 0 | 6,951 | Form 4 |
| 65 | FRANK ANTHONY M Director Emeritus | 2004-07-06 11:36:39 | 1,780 0 | 1,780 | Form 4 |
| 66 | Ruffel Charles A. Director | 2025-10-03 19:19:12 | 1,340 0 | 1,340 | Form 4 |
| 67 | Kallsen Terri R EVP - Investor Services | 2019-03-07 18:48:01 | 0 1,249 | 1,249 | Form 4 |
| 68 | Morgan Peter J. III General Counsel | 2025-08-29 18:18:53 | 0 601.47 | 601.47 | Form 4 |