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
2024-10-22 18:20:180
98,660,994
98,660,994Form 4
POTTRUCK DAVID S
President and CEO
2004-04-19 18:01:12400,000
4,303,459
4,703,459Form 4
BUTCHER C PRESTON
Director
2018-05-09 17:34:564,754
940,934
945,688Form 4
Bettinger Walter W
Co-Chairman and CEO
2024-07-19 17:23:54827,377
12,724
840,101Form 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
2024-11-19 18:13:518,162
550,527
558,689Form 4
Ricketts Todd M
Director
2024-05-30 20:58:49239,693
303,187
542,880Form 4
DODDS CHRISTOPHER V
Director
2024-11-20 18:02:239,204
442,807
452,011Form 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
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 14:42:505,354
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
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 17:11:554,754
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
4,110
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
Clark Bernard J.
MD Head of Advisor Services
2024-06-14 19:07:4444,251
126,079
170,330Form 4
MCLIN STEPHEN T
Director
2020-04-21 15:24:197,297
157,109
164,406Form 4
Wurster Richard A
President
2024-10-28 17:50:31137,749
3,942
141,691Form 4
SNEED PAULA A
Director
2024-05-30 19:54:4811,107
114,301
125,408Form 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 11:38:055,956
90,121
96,077Form 4
Woolway Paul V
MD, Chief Banking Officer
2024-11-08 19:14:0525,153
70,632
95,785Form 4
Gill George A.
EVP - Investor Services
2014-11-05 16:06:0590,168
4,014
94,182Form 4
Ellis Stephen A
Director
2024-11-18 20:57:367,301
75,962
83,263Form 4
Murtagh Nigel J
Chief Risk Officer
2024-04-18 21:13:0671,313
1,800
73,113Form 4
Garfield David R
EVP and General Counsel
2019-03-05 15:48:0669,563
0
69,563Form 4
Saeger Rebecca
EVP & Chief Marketing Officer
2011-01-24 19:18:3165,672
0
65,672Form 5
Beatty Jonathan S
MD, Head of Advisor Services
2024-11-18 16:15:2042,939
18,069
61,008Form 4
Crawford Peter B.
CFO
2024-04-26 17:20:360
60,567
60,567Form 4
Verdeschi Michael D
CFO
2024-10-01 16:28:3359,849
0
59,849Form 3
ADAMS JOHN K JR
Director
2024-05-31 18:15:2351,430
0
51,430Form 4
Goldman Charles G
EVP/COO, Schwab Institutional
2008-11-24 16:47:0447,487
0
47,487Form 4
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
2024-05-30 19:24:5311,775
21,846
33,621Form 4
SARIN ARUN
Director
2024-05-30 19:40:5413,700
18,617
32,317Form 4
Dea Joan
Director
2024-05-30 19:10:3831,220
0
31,220Form 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 21:44:117,395
19,917
27,312Form 4
Ruffel Charles A.
Director
2024-11-14 21:32:5013,498
12,994
26,492Form 4
Allen Jay L
EVP and Chief Admin Officer
2015-06-12 10:45:5118,012
7,528
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
MARTIN-FLICKINGER GERRI
Director
2024-05-30 20:13:438,801
8,455
17,256Form 4
MAGNER MARJORIE
Director
2008-05-21 12:04:3416,922
0
16,922Form 4
MCWHINNEY DEBORAH D
EVP - Schwab Institutional
2007-05-03 18:52:520
15,830
15,830Form 4
Masrani Bharat
Director
2024-10-03 16:30:127,295
0
7,295Form 4
Brown Marianne Catherine
Director
2024-10-03 16:27:505,069
0
5,069Form 4
HERRINGER FRANK C
Director
2024-10-03 16:34:082,621
0
2,621Form 4
FRANK ANTHONY M
Director Emeritus
2004-07-06 11:36:391,780
0
1,780Form 4
Kallsen Terri R
EVP - Investor Services
2019-03-07 18:48:010
1,249
1,249Form 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