Schwab Charles Corp
A discount brokerage and wealth-management firm, Schwab runs a giant retail brokerage, a bank, and custody services that back independent financial advisors, with products like Schwab Funds, ETFs, and thinkorswim for everyday investors. Founder Charles "Chuck" Schwab launched it in 1971 as First Commander Corporation, renamed it after himself in 1973, and turned it into an industry-disrupting discounter when commissions were deregulated in 1975. Its playful Stock Slices service lets people buy a "slice" of an expensive share for a small amount, like a slice of pizza.
Granted 751.1K · Sold 3.47M
Granted 29.2K · Sold 531.6K
Granted 3.3K
Granted 1.58M · Bought 25.0K · Sold 1.33M
Granted 31.8K · Sold 13.7K
Granted 26.0K · Sold 21.1K
Granted 155.3K · Sold 43.0K
Granted 116.8K · Sold 85.6K
Granted 213.3K · Bought 32.0K · Sold 35.8K
Granted 98.8K · Sold 45.5K
Granted 80.5K · Sold 102.7K
Granted 56.7K · Sold 25.5K
Granted 45.8K · Sold 33.3K
Granted 4.9K · Sold 15.6K
Granted 247.1K · Sold 224.4K
Granted 26.3K · Sold 16.1K
Granted 20.6K · Sold 15.7K
Granted 307.9K · Sold 234.1K
Granted 1.8K
Granted 4.9K
Sold 7.1K
Granted 13.5K · Sold 8.6K
Granted 4.9K
Granted 44.2K · Sold 38.0K
Granted 3.3K
Granted 146.3K · Sold 122.1K
Granted 1.8K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Schwab Charles R.Co-Chairman, Director · 87 transactions | -5.6% | 150.37M | 751.1K | — | 3.47M |
| Schwab-Pomerantz CarolynDirector · 78 transactions | — | 3.20M | 29.2K | — | 531.6K |
| Ricketts Todd MDirector · 3 transactions | +54.8% | 830.5Kas of May 2025 | 3.3K | — | — |
| Bettinger Walter WCo-Chairman, Director · 22 transactions | — | 765.8K | 1.58M | 25.0K | 1.33M |
| Herringer Frank CDirector · 9 transactions | — | 479.2K | 31.8K | — | 13.7K |
| Dodds Christopher VDirector · 10 transactions | +1.4% | 456.3K | 26.0K | — | 21.1K |
| Martinetto Joseph RCOO · 4 transactions | — | 373.6Kas of Apr 2024 | 155.3K | — | 43.0K |
| Clark Bernard J.MD Head of Advisor Services · 7 transactions | +65.3% | 250.6Kas of Jun 2024 | 116.8K | — | 85.6K |
| Wurster Richard APresident & CEO, Director · 12 transactions | +114.9% | 223.0K | 213.3K | 32.0K | 35.8K |
| Crawford Peter B.CFO · 15 transactions | +74% | 201.1Kas of Apr 2024 | 98.8K | — | 45.5K |
| Woolway Paul VMD, Chief Banking Officer · 36 transactions | — | 179.5K | 80.5K | — | 102.7K |
| Ellis Stephen ADirector · 21 transactions | +2.1% | 109.4K | 56.7K | — | 25.5K |
| Beatty Jonathan SMD, Head of Advisor Services · 25 transactions | — | 108.5K | 45.8K | — | 33.3K |
| Sneed Paula ADirector · 6 transactions | -14.1% | 106.6K | 4.9K | — | 15.6K |
| Murtagh Nigel JChief Risk Officer · 28 transactions | +25.2% | 101.8K | 247.1K | — | 224.4K |
| Sarin ArunDirector · 9 transactions | — | 70.9K | 26.3K | — | 16.1K |
| Adams John K JrDirector · 6 transactions | +14.1% | 50.7K | 20.6K | — | 15.7K |
| Verdeschi Michael DCFO · 2 transactions | — | 47.4K | — | — | — |
| Craig Jonathan M.MD, Head of Retail Investing · 23 transactions | -65.9% | 31.1K | 307.9K | — | 234.1K |
| Levitt Brian MDirector · 4 transactions | +4.3% | 29.1Kas of May 2024 | 1.8K | — | — |
| Dea JoanDirector · 5 transactions | +14.1% | 28.4K | 4.9K | — | — |
| Goldfarb Mark ADirector · 2 transactions | -19.5% | 27.7Kas of Apr 2024 | — | — | 7.1K |
| Ruffel Charles A.Director · 7 transactions | -9.7% | 24.7K | 13.5K | — | 8.6K |
| Brown Marianne CatherineDirector · 3 transactions | +39% | 17.4K | 4.9K | — | — |
| Howard DennisMD, Chief Tech, OPS & Data Off · 6 transactions | — | 14.3K | 44.2K | — | 38.0K |
| Martin-Flickinger GerriDirector · 2 transactions | +29.9% | 14.2Kas of May 2025 | 3.3K | — | — |
| Morgan Peter J. IIIGeneral Counsel · 18 transactions | -52.6% | 7.7K | 146.3K | — | 122.1K |
| Masrani BharatDirector · 4 transactions | +19.9% | 7.3Kas of May 2024 | 1.8K | — | — |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over the last 3 years: -6.36M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.