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 8.35M
Granted 6.21M · Sold 84.00M
Granted 67.3K · Sold 637.1K
Granted 32.3K · Sold 576.1K
Granted 272.7K
Granted 213.6K · Bought 10.0K
Granted 10.70M · Bought 412.2K · Sold 9.91M
Granted 222.6K · Sold 40.0K
Granted 408.5K · Sold 387.2K
Granted 2.17M · Sold 1.78M
Granted 184.4K · Bought 6.9K · Sold 158.1K
Granted 1.05M · Bought 5.0K · Sold 1.08M
Granted 366.1K · Bought 39.0K · Sold 97.3K
Granted 30.7K
Granted 235.1K · Bought 5.0K · Sold 130.5K
Granted 79.3K
Granted 136.7K · Sold 90.2K
Granted 154.5K
Granted 80.5K · Sold 102.7K
Granted 385.4K · Sold 437.9K
Granted 184.5K · Sold 105.0K
Granted 34.9K · Sold 26.7K
Granted 616.1K · Bought 27.3K · Sold 449.4K
Granted 200.7K · Sold 115.6K
Granted 70.2K · Sold 50.6K
Granted 100.0K · Bought 63.8K · Sold 25.5K
Granted 45.8K · Sold 33.3K
Granted 221.1K · Sold 83.6K
Granted 941.6K · Sold 1.16M
Granted 639.1K · Sold 537.7K
Granted 408.6K · Sold 360.9K
Granted 118.8K · Sold 57.4K
Granted 120.8K · Sold 88.7K
Granted 68.6K · Sold 48.7K
Granted 47.6K · Bought 13.4K · Sold 15.7K
Granted 39.9K · Sold 2.4K
Granted 40.3K · Bought 10.0K · Sold 15.7K
Granted 671.6K · Sold 563.7K
Granted 30.2K
Granted 147.8K · Sold 113.0K
Granted 20.8K · Sold 1.3K
Granted 68.6K · Bought 23.6K · Sold 61.6K
Granted 17.5K · Sold 13.8K
Granted 33.1K · Bought 12.3K · Sold 13.7K
Granted 404.8K · Sold 411.3K
Granted 12.1K · Bought 5.0K
Granted 13.0K · Bought 5.5K
Granted 44.2K · Sold 38.0K
Granted 10.5K · Bought 3.7K
Granted 640.2K · Sold 606.7K
Granted 9.4K
Granted 228.3K · Sold 184.0K
Granted 8.4K
Granted 217.2K · Sold 230.4K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Schwab Charles R.Co-Chairman, Director · 226 transactions | — | 150.37M | 1.47M | — | 8.35M |
| Schwab Charles RChairman, Director · 1588 transactions | — | 117.90Mas of May 2021 | 6.21M | — | 84.00M |
| Fisher Donald GDirector · 73 transactions | — | 3.59Mas of May 2009 | 67.3K | — | 637.1K |
| Schwab-Pomerantz CarolynDirector · 87 transactions | — | 3.20M | 32.3K | — | 576.1K |
| Butcher C PrestonDirector · 60 transactions | — | 979.1Kas of May 2018 | 272.7K | — | — |
| Ricketts Todd MDirector · 10 transactions | — | 830.5Kas of May 2025 | 213.6K | 10.0K | — |
| Bettinger Walter WCo-Chairman, Director · 167 transactions | — | 765.8K | 10.70M | 412.2K | 9.91M |
| Herringer Frank CDirector · 69 transactions | — | 479.2K | 222.6K | — | 40.0K |
| Dodds Christopher VDirector · 136 transactions | — | 456.3K | 408.5K | — | 387.2K |
| Martinetto Joseph RCOO · 124 transactions | — | 373.6Kas of Apr 2024 | 2.17M | — | 1.78M |
| Walther Roger ODirector · 54 transactions | — | 315.4Kas of Nov 2020 | 184.4K | 6.9K | 158.1K |
| Clark Bernard J.MD Head of Advisor Services · 101 transactions | — | 250.6Kas of Jun 2024 | 1.05M | 5.0K | 1.08M |
| Wurster Richard APresident & CEO, Director · 27 transactions | — | 223.0K | 366.1K | 39.0K | 97.3K |
| Scaturro Peter KEVP and CEO - U.S. Trust · 1 transaction | — | 203.5Kas of Oct 2006 | 30.7K | — | — |
| Crawford Peter B.CFO · 57 transactions | — | 201.1Kas of Apr 2024 | 235.1K | 5.0K | 130.5K |
| Merk Randall WEVP-Schwab Financial Products, 10% owner · 5 transactions | — | 199.2Kas of Mar 2007 | 79.3K | — | — |
| Bechtle Nancy HDirector · 46 transactions | — | 194.1Kas of Aug 2017 | 136.7K | — | 90.2K |
| Wilson Robert NDirector · 37 transactions | — | 184.0Kas of Dec 2018 | 154.5K | — | — |
| Woolway Paul VMD, Chief Banking Officer · 36 transactions | — | 179.5K | 80.5K | — | 102.7K |
| Sasson GideonEVP and CIO · 56 transactions | — | 176.8Kas of Jun 2007 | 385.4K | — | 437.9K |
| McLin Stephen TDirector · 97 transactions | — | 175.5Kas of Apr 2020 | 184.5K | — | 105.0K |
| McWhinney Deborah DEVP - Schwab Institutional · 11 transactions | — | 146.5Kas of May 2007 | 34.9K | — | 26.7K |
| McCool James DEVP - Client Solutions · 66 transactions | — | 145.6Kas of Jun 2015 | 616.1K | 27.3K | 449.4K |
| Brigeman Benjamin LEVP - Investor Services · 30 transactions | — | 128.7Kas of Feb 2012 | 200.7K | — | 115.6K |
| Hier-King JanEVP - Human Resources · 10 transactions | — | 126.2Kas of Feb 2007 | 70.2K | — | 50.6K |
| Ellis Stephen ADirector · 39 transactions | — | 109.4K | 100.0K | 63.8K | 25.5K |
| Beatty Jonathan SMD, Head of Advisor Services · 25 transactions | — | 108.5K | 45.8K | — | 33.3K |
| Sneed Paula ADirector · 58 transactions | — | 106.6K | 221.1K | — | 83.6K |
| Dwyer Carrie EEVP and General Counsel · 406 transactions | — | 102.8Kas of Apr 2014 | 941.6K | — | 1.16M |
| Murtagh Nigel JChief Risk Officer · 103 transactions | — | 101.8K | 639.1K | — | 537.7K |
| Clendening John SEVP - Investor Services · 28 transactions | — | 76.5Kas of Nov 2014 | 408.6K | — | 360.9K |
| Saeger RebeccaEVP & Chief Marketing Officer · 14 transactions | — | 75.9Kas of Nov 2010 | 118.8K | — | 57.4K |
| Sarin ArunDirector · 32 transactions | — | 70.9K | 120.8K | — | 88.7K |
| Gill George A.EVP - Investor Services · 19 transactions | — | 63.0Kas of Nov 2014 | 68.6K | — | 48.7K |
| Adams John K JrDirector · 18 transactions | — | 50.7K | 47.6K | 13.4K | 15.7K |
| Goldman Charles GEVP/COO, Schwab Institutional · 10 transactions | — | 50.0Kas of Nov 2008 | 39.9K | — | 2.4K |
| Verdeschi Michael DCFO · 2 transactions | — | 47.4K | — | — | — |
| Haraf William SDirector · 15 transactions | — | 34.6Kas of May 2022 | 40.3K | 10.0K | 15.7K |
| Craig Jonathan M.MD, Head of Retail Investing · 108 transactions | — | 31.1K | 671.6K | — | 563.7K |
| Levitt Brian MDirector · 14 transactions | — | 29.1Kas of May 2024 | 30.2K | — | — |
| Garfield David REVP and General Counsel · 21 transactions | — | 29.0Kas of Mar 2019 | 147.8K | — | 113.0K |
| Dea JoanDirector · 13 transactions | — | 28.4K | 20.8K | — | 1.3K |
| Goldfarb Mark ADirector · 31 transactions | — | 27.7Kas of Apr 2024 | 68.6K | 23.6K | 61.6K |
| Yoffie David BDirector · 7 transactions | — | 25.2Kas of May 2007 | 17.5K | — | 13.8K |
| Ruffel Charles A.Director · 22 transactions | — | 24.7K | 33.1K | 12.3K | 13.7K |
| Chandoha Marie ACEO - CSIM · 84 transactions | — | 17.8Kas of Mar 2019 | 404.8K | — | 411.3K |
| Brown Marianne CatherineDirector · 8 transactions | — | 17.4K | 12.1K | 5.0K | — |
| Aldinger William F IIIDirector · 7 transactions | — | 15.9Kas of May 2009 | 13.0K | 5.5K | — |
| Howard DennisMD, Chief Tech, OPS & Data Off · 6 transactions | — | 14.3K | 44.2K | — | 38.0K |
| Martin-Flickinger GerriDirector · 7 transactions | — | 14.2Kas of May 2025 | 10.5K | 3.7K | — |
| Allen Jay LEVP and Chief Admin Officer · 94 transactions | — | 13.5Kas of Jun 2015 | 640.2K | — | 606.7K |
| Magner MarjorieDirector · 3 transactions | — | 9.4Kas of May 2008 | 9.4K | — | — |
| Morgan Peter J. IIIGeneral Counsel · 49 transactions | — | 7.7K | 228.3K | — | 184.0K |
| Masrani BharatDirector · 13 transactions | — | 7.3Kas of May 2024 | 8.4K | — | — |
| Kallsen Terri REVP - Investor Services · 70 transactions | — | 4.6Kas of Mar 2019 | 217.2K | — | 230.4K |
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 all recorded history: -112.57M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.