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 1.47M · Sold 7.85M
Granted 32.3K · Sold 576.1K
Granted 7.8K · Bought 10.0K
Granted 2.42M · Bought 215.0K · Sold 1.78M
Granted 67.2K · Sold 22.8K
Granted 41.6K · Sold 32.2K
Granted 349.1K · Sold 139.5K
Granted 210.8K · Bought 5.0K · Sold 115.9K
Granted 366.1K · Bought 39.0K · Sold 97.3K
Granted 164.6K · Bought 5.0K · Sold 76.2K
Granted 80.5K · Sold 102.7K
Granted 78.2K · Bought 41.1K · Sold 25.5K
Granted 45.8K · Sold 33.3K
Granted 30.3K · Sold 36.5K
Granted 342.0K · Sold 279.3K
Granted 30.8K · Sold 16.1K
Granted 25.1K · Bought 5.0K · Sold 15.7K
Granted 2.1K
Granted 461.4K · Sold 353.5K
Granted 6.4K
Granted 9.4K · Sold 1.3K
Granted 4.5K · Bought 4.0K · Sold 7.1K
Granted 23.8K · Bought 833 · Sold 13.7K
Granted 9.4K · Bought 5.0K
Granted 44.2K · Sold 38.0K
Granted 7.8K · Bought 3.7K
Granted 182.5K · Sold 137.6K
Granted 6.4K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Schwab Charles R.Co-Chairman, Director · 209 transactions | — | 150.37M | 1.47M | — | 7.85M |
| Schwab-Pomerantz CarolynDirector · 87 transactions | — | 3.20M | 32.3K | — | 576.1K |
| Ricketts Todd MDirector · 7 transactions | +63.1% | 830.5Kas of May 2025 | 7.8K | 10.0K | — |
| Bettinger Walter WCo-Chairman, Director · 35 transactions | — | 765.8K | 2.42M | 215.0K | 1.78M |
| Herringer Frank CDirector · 17 transactions | — | 479.2K | 67.2K | — | 22.8K |
| Dodds Christopher VDirector · 16 transactions | +2.4% | 456.3K | 41.6K | — | 32.2K |
| Martinetto Joseph RCOO · 17 transactions | — | 373.6Kas of Apr 2024 | 349.1K | — | 139.5K |
| Clark Bernard J.MD Head of Advisor Services · 15 transactions | +100.3% | 250.6Kas of Jun 2024 | 210.8K | 5.0K | 115.9K |
| Wurster Richard APresident & CEO, Director · 27 transactions | — | 223.0K | 366.1K | 39.0K | 97.3K |
| Crawford Peter B.CFO · 28 transactions | +254.9% | 201.1Kas of Apr 2024 | 164.6K | 5.0K | 76.2K |
| Woolway Paul VMD, Chief Banking Officer · 36 transactions | — | 179.5K | 80.5K | — | 102.7K |
| Ellis Stephen ADirector · 27 transactions | +146.1% | 109.4K | 78.2K | 41.1K | 25.5K |
| Beatty Jonathan SMD, Head of Advisor Services · 25 transactions | — | 108.5K | 45.8K | — | 33.3K |
| Sneed Paula ADirector · 14 transactions | -23.1% | 106.6K | 30.3K | — | 36.5K |
| Murtagh Nigel JChief Risk Officer · 38 transactions | +21.9% | 101.8K | 342.0K | — | 279.3K |
| Sarin ArunDirector · 11 transactions | — | 70.9K | 30.8K | — | 16.1K |
| Adams John K JrDirector · 9 transactions | +45.3% | 50.7K | 25.1K | 5.0K | 15.7K |
| Verdeschi Michael DCFO · 2 transactions | — | 47.4K | — | — | — |
| Haraf William SDirector · 1 transaction | +6.3% | 34.6Kas of May 2022 | 2.1K | — | — |
| Craig Jonathan M.MD, Head of Retail Investing · 39 transactions | — | 31.1K | 461.4K | — | 353.5K |
| Levitt Brian MDirector · 11 transactions | +22.1% | 29.1Kas of May 2024 | 6.4K | — | — |
| Dea JoanDirector · 8 transactions | +31.6% | 28.4K | 9.4K | — | 1.3K |
| Goldfarb Mark ADirector · 6 transactions | +4.9% | 27.7Kas of Apr 2024 | 4.5K | 4.0K | 7.1K |
| Ruffel Charles A.Director · 14 transactions | +18.1% | 24.7K | 23.8K | 833 | 13.7K |
| Brown Marianne CatherineDirector · 6 transactions | +492.3% | 17.4K | 9.4K | 5.0K | — |
| Howard DennisMD, Chief Tech, OPS & Data Off · 6 transactions | — | 14.3K | 44.2K | — | 38.0K |
| Martin-Flickinger GerriDirector · 5 transactions | — | 14.2Kas of May 2025 | 7.8K | 3.7K | — |
| Morgan Peter J. IIIGeneral Counsel · 29 transactions | -51.6% | 7.7K | 182.5K | — | 137.6K |
| Masrani BharatDirector · 11 transactions | +264.3% | 7.3Kas of May 2024 | 6.4K | — | — |
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 5 years: -11.42M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.