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 Name Report
Date Time		 Shares Owned
Directly
Indirectly		 Total
Shares Owned		 Filing
1 Schwab Charles R.
Co-Chairman		 2025-05-27 16:15:37 0
96,996,626		 96,996,626 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 Bettinger Walter W
Co-Chairman		 2025-05-20 16:06:51 764,610
13,221		 777,831 Form 4
7 Chafkin Jeremiah H
EVP - Advised Investor		 2005-01-07 15:36:53 730,298
218.08		 730,516 Form 3
8 Schwab-Pomerantz Carolyn
Director		 2025-06-06 16:16:24 9,624
482,112		 491,736 Form 4
9 DODDS CHRISTOPHER V
Director		 2025-05-29 18:49:24 14,312
442,807		 457,119 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 HERRINGER FRANK C
Director		 2025-05-29 18:53:22 14,312
222,787		 237,099 Form 4
22 McCool James D
EVP - Client Solutions		 2015-06-09 11:45:12 174,879
34,752		 209,631 Form 4
23 BECHTLE NANCY H
Director		 2017-08-07 17:11:55 4,754
189,346		 194,100 Form 4
24 WILSON ROBERT N
Director		 2018-12-14 19:13:57 193,282
0		 193,282 Form 4
25 Merk Randall W
EVP-Schwab Financial Products
10% Owner		 2007-03-06 18:08:40 0
182,393		 182,393 Form 4
26 Wurster Richard A
President & CEO		 2025-05-12 16:14:58 177,689
4,334		 182,023 Form 4
27 Brown Jeffrey T
SVP and Acting General Counsel		 2014-04-28 19:16:48 175,204
4,110		 179,314 Form 3
28 Sasson Gideon
EVP and CIO		 2007-06-19 17:18:08 176,757
0		 176,757 Form 4
29 GORMAN LON
Vice Chairman		 2003-10-16 19:37:54 0
174,334		 174,334 Form 4
30 Clark Bernard J.
MD Head of Advisor Services		 2024-06-14 19:07:44 44,251
126,079		 170,330 Form 4
31 MCLIN STEPHEN T
Director		 2020-04-21 15:24:19 7,297
157,109		 164,406 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 Ellis Stephen A
Director		 2025-05-29 18:51:55 12,685
88,853		 101,538 Form 4
36 SHULTZ GEORGE P
Director Emeritus		 2005-01-21 12:05:58 0
97,250		 97,250 Form 4
37 Brigeman Benjamin L
EVP - Investor Services		 2012-02-06 11:38:05 5,956
90,121		 96,077 Form 4
38 Gill George A.
EVP - Investor Services		 2014-11-05 16:06:05 90,168
4,014		 94,182 Form 4
39 Murtagh Nigel J
Chief Risk Officer		 2025-05-30 16:02:57 83,095
2,374		 85,469 Form 4
40 Woolway Paul V
MD, Chief Banking Officer		 2025-06-03 18:06:38 33,767
48,895		 82,662 Form 4
41 Garfield David R
EVP and General Counsel		 2019-03-05 15:48:06 69,563
0		 69,563 Form 4
42 Saeger Rebecca
EVP & Chief Marketing Officer		 2011-01-24 19:18:31 65,672
0		 65,672 Form 5
43 Crawford Peter B.
CFO		 2024-04-26 17:20:36 0
60,567		 60,567 Form 4
44 Beatty Jonathan S
MD, Head of Advisor Services		 2025-06-02 16:48:57 44,375
15,219		 59,594 Form 4
45 Verdeschi Michael D
CFO		 2025-06-04 20:23:49 53,961
0		 53,961 Form 4
46 ADAMS JOHN K JR
Director		 2025-05-29 18:42:58 52,313
0		 52,313 Form 4
47 Goldman Charles G
EVP/COO, Schwab Institutional		 2008-11-24 16:47:04 47,487
0		 47,487 Form 4
48 Chandoha Marie A
CEO - CSIM		 2019-03-05 19:10:12 0
40,260		 40,260 Form 4
49 Haraf William S
Director		 2022-05-23 17:06:49 39,258
0		 39,258 Form 4
50 Craig Jonathan M.
MD, Head of Investor Services		 2025-05-22 20:56:45 35,188
0		 35,188 Form 4
51 Ruffel Charles A.
Director		 2025-05-29 18:55:22 21,756
13,119		 34,875 Form 4
52 Levitt Brian M
Director		 2024-05-30 19:24:53 11,775
21,846		 33,621 Form 4
53 SARIN ARUN
Director		 2025-05-29 18:56:42 14,312
18,617		 32,929 Form 4
54 Dea Joan
Director		 2025-05-29 18:47:20 31,832
0		 31,832 Form 4
55 YOFFIE DAVID B
Director		 2007-05-10 14:05:59 27,682
0		 27,682 Form 4
56 Hier-King Jan
EVP - Human Resources		 2007-02-27 16:23:51 27,553
0		 27,553 Form 4
57 Goldfarb Mark A
Director		 2024-04-18 21:44:11 7,395
19,917		 27,312 Form 4
58 Allen Jay L
EVP and Chief Admin Officer		 2015-06-12 10:45:51 18,012
7,528		 25,540 Form 4
59 ALDINGER WILLIAM F III
Director		 2009-05-20 11:16:51 24,254
0		 24,254 Form 4
60 Brown Marianne Catherine
Director		 2025-05-29 18:45:17 19,397
0		 19,397 Form 4
61 FISHER DONALD G
Director		 2009-05-20 11:35:28 18,754
0		 18,754 Form 4
62 MARTIN-FLICKINGER GERRI
Director		 2025-05-29 19:21:36 9,413
8,455		 17,868 Form 4
63 MAGNER MARJORIE
Director		 2008-05-21 12:04:34 16,922
0		 16,922 Form 4
64 MCWHINNEY DEBORAH D
EVP - Schwab Institutional		 2007-05-03 18:52:52 0
15,830		 15,830 Form 4
65 Masrani Bharat
Director		 2025-01-06 18:09:50 7,724
0		 7,724 Form 4
66 FRANK ANTHONY M
Director Emeritus		 2004-07-06 11:36:39 1,780
0		 1,780 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		 2025-05-23 16:04:08 0
600.57		 600.57 Form 4