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

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
Schwab Charles R.
Co-Chairman
2024-04-24 18:43:130
38,058,848
38,058,848Form 4
POTTRUCK DAVID S
President and CEO
2004-04-19 18:01:12400,000
4,303,459
4,703,459Form 4
Bettinger Walter W
Co-Chairman and CEO
2024-03-05 21:34:311,184,777
12,715
1,197,492Form 4
BUTCHER C PRESTON
Director
2018-05-09 17:34:564754
940,934
945,688Form 4
COGHLAN JOHN PHILIP
Vice Chairman
2003-07-29 15:06:42838,708
0
838,708Form 4
Chafkin Jeremiah H
EVP - Advised Investor
2005-01-07 15:36:53730,298
218.08
730,516Form 3
Schwab-Pomerantz Carolyn
Director
2024-04-22 21:33:406353
580,655
587,008Form 4
Ricketts Todd M
Director
2023-05-24 20:05:03238,852
303,187
542,039Form 4
DODDS CHRISTOPHER V
Director
2023-05-24 20:02:4112,859
442,807
455,666Form 4
ATWELL WILLIAM L
EVP/President - Ind. Investor
2005-09-09 14:29:06400,000
0
400,000Form 4
Lyons Jeffrey M
Executive Vice President
2004-12-17 15:29:040
369,501
369,501Form 4
PENNEY GEOFFREY J
EVP and CIO
2004-02-26 19:51:54355,499
0
355,499Form 4
Wurster Richard A
President
2024-03-05 20:50:14301,856
3942
305,798Form 4
LEPORE DAWN G
Vice Chairman
2003-07-23 17:41:06304,941
0
304,941Form 4
Scaturro Peter K
EVP and CEO - U.S. Trust
2006-11-01 17:47:11302,644
0
302,644Form 4
MARTINETTO JOSEPH R
COO
2024-04-22 21:19:450
288,520
288,520Form 4
WEBER ALAN J
Executive Vice President
2004-10-04 12:59:02273,723
0
273,723Form 4
LEEMON DANIEL O
EVP and Chief Strategy Officer
2003-12-05 14:42:505354
267,190
272,544Form 4
MCLEOD MARY S
Executive Vice President
2004-02-26 13:36:58268,882
0
268,882Form 4
WALTHER ROGER O
Director
2020-11-19 10:20:4515,453
251,028
266,481Form 4
BILNEY JODY L
Executive Vice President
2004-10-04 12:41:28255,475
0
255,475Form 4
Clark Bernard J.
MD Head of Advisor Services
2024-03-05 20:55:4764,956
174,828
239,784Form 4
McCool James D
EVP - Client Solutions
2015-06-09 11:45:12174,879
34,752
209,631Form 4
BECHTLE NANCY H
Director
2017-08-07 17:11:554754
189,346
194,100Form 4
WILSON ROBERT N
Director
2018-12-14 19:13:57193,282
0
193,282Form 4
Merk Randall W
EVP-Schwab Financial Products
10% Owner
2007-03-06 18:08:400
182,393
182,393Form 4
Brown Jeffrey T
SVP and Acting General Counsel
2014-04-28 19:16:48175,204
4110.41
179,314Form 3
Sasson Gideon
EVP and CIO
2007-06-19 17:18:08176,757
0
176,757Form 4
GORMAN LON
Vice Chairman
2003-10-16 19:37:540
174,334
174,334Form 4
MCLIN STEPHEN T
Director
2020-04-21 15:24:197297
157,109
164,406Form 4
SNEED PAULA A
Director
2023-10-26 16:58:374802
112,398
117,200Form 4
Ellis Stephen A
Director
2024-04-23 21:35:557395
108,574
115,969Form 4
Clendening John S
EVP - Investor Services
2014-11-05 16:06:0331,448
76,197
107,645Form 4
Dwyer Carrie E
EVP and General Counsel
2014-04-18 14:31:580
102,755
102,755Form 4
SHULTZ GEORGE P
Director Emeritus
2005-01-21 12:05:580
97,250
97,250Form 4
Brigeman Benjamin L
EVP - Investor Services
2012-02-06 11:38:055955.51
90,121
96,077Form 4
Gill George A.
EVP - Investor Services
2014-11-05 16:06:0590,168
4014.24
94,182Form 4
Murtagh Nigel J
Chief Risk Officer
2024-04-18 21:13:0671,313
1800
73,113Form 4
Garfield David R
EVP and General Counsel
2019-03-05 15:48:0669,563
0
69,563Form 4
Crawford Peter B.
CFO
2024-04-18 21:10:375481
60,567
66,048Form 4
Saeger Rebecca
EVP & Chief Marketing Officer
2011-01-24 19:18:3165,672
0
65,672Form 5
Goldman Charles G
EVP/COO, Schwab Institutional
2008-11-24 16:47:0447,487
0
47,487Form 4
ADAMS JOHN K JR
Director
2024-03-28 20:45:4745,125
0
45,125Form 4/A
Chandoha Marie A
CEO - CSIM
2019-03-05 19:10:120
40,260
40,260Form 4
Haraf William S
Director
2022-05-23 17:06:4939,258
0
39,258Form 4
Levitt Brian M
Director
2023-05-24 20:11:1711,534
21,846
33,380Form 4
Dea Joan
Director
2023-05-24 20:01:3330,379
0
30,379Form 4
YOFFIE DAVID B
Director
2007-05-10 14:05:5927,682
0
27,682Form 4
Hier-King Jan
EVP - Human Resources
2007-02-27 16:23:5127,553
0
27,553Form 4
Goldfarb Mark A
Director
2024-04-18 21:44:117395
19,917
27,312Form 4
SARIN ARUN
Director
2024-04-18 21:29:037395
18,617
26,012Form 4
Allen Jay L
EVP and Chief Admin Officer
2015-06-12 10:45:5118,012
7527.56
25,540Form 4
ALDINGER WILLIAM F III
Director
2009-05-20 11:16:5124,254
0
24,254Form 4
FISHER DONALD G
Director
2009-05-20 11:35:2818,754
0
18,754Form 4
MAGNER MARJORIE
Director
2008-05-21 12:04:3416,922
0
16,922Form 4
MARTIN-FLICKINGER GERRI
Director
2023-05-24 20:09:367960
8455
16,415Form 4
MCWHINNEY DEBORAH D
EVP - Schwab Institutional
2007-05-03 18:52:520
15,830
15,830Form 4
Masrani Bharat
Director
2024-04-03 20:13:366367.62
0
6367.62Form 4
Brown Marianne Catherine
Director
2024-04-03 19:48:203939.77
0
3939.77Form 4
HERRINGER FRANK C
Director
2024-04-03 20:24:071858
0
1858Form 4
FRANK ANTHONY M
Director Emeritus
2004-07-06 11:36:391780
0
1780Form 4
Ruffel Charles A.
Director
2024-04-03 20:54:281351
0
1351Form 4
Kallsen Terri R
EVP - Investor Services
2019-03-07 18:48:010
1249
1249Form 4
Morgan Peter J. III
General Counsel
2024-04-18 21:08:170
148.27
148.27Form 4
Craig Jonathan M.
Please see remarks
2024-03-25 19:28:530
0
0Form 4