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		2024-12-17 19:59:308,162
546,927		555,089Form 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
Ellis Stephen A
Director		2024-12-19 20:22:217,301
88,853		96,154Form 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
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
Murtagh Nigel J
Chief Risk Officer		2024-11-26 19:46:1959,092
2,042		61,134Form 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
Beatty Jonathan S
MD, Head of Advisor Services		2024-11-27 18:22:1140,639
18,069		58,708Form 4
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