SEC Form 4 · Updated Daily
SCHW
— THE CHARLES SCHWAB CORPORATION OwnershipInsider and institutional ownership derived from SEC Form 4 filings. Click any owner to see their holdings across every company they’ve filed on, and how their position has changed over time.
Current Reporting Owners
| Owner | Role | Shares Owned | As Of | Last Activity |
|---|---|---|---|---|
| Schwab Charles R. | Director · Officer | 53,549,441 | 2026-08-27 | G |
| Schwab-Pomerantz Carolyn | Director | 1,323,161.66 | 2026-08-26 | S |
| BUTCHER C PRESTON | Director | 910,559 | 2018-05-08 | M |
| Bettinger Walter W | Director · Officer | 684,748 | 2026-08-28 | M |
| Ricketts Todd M | Director | 379,767 | 2025-05-27 | A |
| MARTINETTO JOSEPH R | Officer | 246,433 | 2024-04-18 | G |
| WALTHER ROGER O | Director | 219,256 | 2020-11-18 | S |
| Wurster Richard A | Director · Officer | 218,409 | 2026-05-28 | P |
| WILSON ROBERT N | Director | 209,669 | 2018-12-13 | M |
| Scaturro Peter K | Officer | 203,545 | 2006-10-30 | A |
| BECHTLE NANCY H | Director | 189,346 | 2017-08-07 | S |
| Merk Randall W | Officer | 182,393 | 2007-03-06 | M |
| Sasson Gideon | Officer | 176,757 | 2007-06-15 | X |
| McCool James D | Officer | 174,838.38 | 2015-06-05 | M |
| MCLIN STEPHEN T | Director | 168,191 | 2020-04-21 | M |
| Clark Bernard J. | Officer | 121,665.94 | 2024-06-12 | S |
| Brigeman Benjamin L | Officer | 119,857.87 | 2012-02-03 | M |
| SNEED PAULA A | Director | 91,711.161 | 2026-08-07 | S |
| Murtagh Nigel J | Officer | 82,750.485 | 2026-08-10 | M |
| Clendening John S | Officer | 76,197 | 2014-11-03 | M |
| Saeger Rebecca | Director | 75,889 | 2010-11-02 | A |
| Chandoha Marie A | Director | 62,823 | 2019-03-05 | M |
| Crawford Peter B. | Officer | 60,567 | 2024-04-24 | S |
| Gill George A. | Officer | 58,995 | 2014-11-03 | M |
| ADAMS JOHN K JR | Director | 50,711.24 | 2026-05-26 | A |
| Goldman Charles G | Officer | 47,487 | 2008-11-17 | F |
| Verdeschi Michael D | Officer | 47,442 | 2026-06-03 | F |
| Haraf William S | Director | 34,555 | 2022-05-19 | A |
| Woolway Paul V | Officer | 29,866.44 | 2026-04-15 | S |
| Garfield David R | Officer | 29,044 | 2019-03-01 | M |
| Dea Joan | Director | 28,440 | 2026-05-26 | A |
| Hier-King Jan | Officer | 27,553 | 2007-02-25 | F |
| YOFFIE DAVID B | Director | 25,182 | 2007-05-09 | M |
| Brown Jeffrey T | Officer | 24,689 | 2014-04-23 | — |
| Goldfarb Mark A | Director | 20,317 | 2024-04-16 | S |
| Brown Marianne Catherine | Director | 17,353 | 2026-05-26 | A |
| ALDINGER WILLIAM F III | Director | 15,898 | 2009-05-18 | A |
| MCWHINNEY DEBORAH D | Director | 15,830 | 2007-05-03 | G |
| Sarin Arun | Director | 12,268 | 2026-05-26 | A |
| HERRINGER FRANK C | Director | 12,268 | 2026-05-26 | A |
| Allen Jay L | Officer | 11,657.56 | 2015-06-11 | M |
| Ruffel Charles A. | Director | 11,380.69 | 2026-05-26 | A |
| Beatty Jonathan S | Officer | 10,738 | 2026-08-17 | S |
| FISHER DONALD G | Director | 10,398 | 2009-05-18 | A |
| MAGNER MARJORIE | Director | 9,436 | 2008-05-19 | A |
| Ellis Stephen A | Director | 7,445 | 2026-09-23 | M |
| Masrani Bharat | Director | 7,279 | 2024-05-28 | A |
| Levitt Brian M | Director | 7,279 | 2024-05-28 | A |
| Howard Dennis | Officer | 6,980 | 2026-08-13 | S |
| Hathi Neesha | Officer | 5,770 | 2026-10-01 | S |
| MARTIN-FLICKINGER GERRI | Director | 5,767 | 2025-05-27 | A |
| DODDS CHRISTOPHER V | Director | 5,669 | 2026-05-26 | A |
| Woulfe Tyler A. | Officer | 4,018 | 2026-07-01 | — |
| Morgan Peter J. III | Officer | 0 | 2026-07-23 | S |
| Craig Jonathan M. | Officer | 0 | 2026-08-14 | S |
| Kallsen Terri R | Officer | 0 | 2019-03-06 | S |
| Dwyer Carrie E | Officer | 0 | 2014-04-17 | S |
Recent Filings
| Date | Owner | Activity | Shares | Price | Owned After |
|---|---|---|---|---|---|
| 2026-10-01 | Hathi Neesha | Option exercise (derivative) | 5,000 | $0.00 | 13,950 |
| 2026-10-01 | Hathi Neesha | Open-market sale | 5,000 | $97.80 | 5,770 |
| 2026-10-01 | Hathi Neesha | Option exercise | 5,000 | $41.98 | 0 |
| 2026-10-01 | Brown Marianne Catherine | Grant / award (derivative) | 407 | — | 8,700.21 |
| 2026-10-01 | Ellis Stephen A | Grant / award (derivative) | 369 | — | 13,683.75 |
| 2026-10-01 | HERRINGER FRANK C | Grant / award (derivative) | 445 | — | 153,636.78 |
| 2026-10-01 | Ruffel Charles A. | Grant / award (derivative) | 1,222 | $0.00 | 1,222 |
| 2026-09-23 | Ellis Stephen A | Option exercise (derivative) | 1,918 | $0.00 | 0 |
| 2026-09-23 | Ellis Stephen A | Option exercise | 1,918 | $31.48 | 7,445 |
| 2026-09-01 | Hathi Neesha | Option exercise (derivative) | 3,177 | $0.00 | 0 |
| 2026-09-01 | Hathi Neesha | Open-market sale | 3,177 | $109.04 | 5,770 |
| 2026-09-01 | Hathi Neesha | Option exercise | 3,177 | $52.05 | 0 |
| 2026-08-28 | Hathi Neesha | Option exercise (derivative) | 3,177 | $0.00 | 3,177 |
| 2026-08-28 | Hathi Neesha | Open-market sale | 3,177 | $108.12 | 0 |
| 2026-08-28 | Hathi Neesha | Option exercise | 3,177 | $52.05 | 0 |
| 2026-08-28 | Bettinger Walter W | Option exercise (derivative) | 74,388 | $0.00 | 154,589 |
| 2026-08-28 | Bettinger Walter W | Open-market sale | 74,388 | $110.91 | 610,360 |
| 2026-08-28 | Bettinger Walter W | Option exercise | 74,388 | $46.81 | 684,748 |
| 2026-08-27 | Schwab Charles R. | Gift | 9,300 | $0.00 | 53,549,441 |
| 2026-08-26 | Schwab-Pomerantz Carolyn | Open-market sale | 9,175 | $109.25 | 1,323,161.66 |
| 2026-08-24 | Bettinger Walter W | Option exercise (derivative) | 176,210 | $0.00 | 228,977 |
| 2026-08-24 | Bettinger Walter W | Open-market sale | 176,210 | $113.49 | 610,360 |
| 2026-08-24 | Bettinger Walter W | Option exercise | 176,210 | $46.81 | 786,570 |
| 2026-08-24 | Schwab Charles R. | Open-market sale | 117,000 | $113.20 | 53,558,741 |
| 2026-08-18 | Schwab Charles R. | Gift | 54,550 | $0.00 | 53,675,741 |
| 2026-08-17 | Beatty Jonathan S | Open-market sale | 1,000 | $111.33 | 10,738 |
| 2026-08-17 | Schwab Charles R. | Gift | 45,500 | $0.00 | 53,730,291 |
| 2026-08-14 | Craig Jonathan M. | Option exercise (derivative) | 21,866 | $0.00 | 0 |
| 2026-08-14 | Craig Jonathan M. | Open-market sale | 21,866 | $111.03 | 0 |
| 2026-08-14 | Craig Jonathan M. | Option exercise | 21,866 | $46.81 | 0 |
| 2026-08-13 | Howard Dennis | Open-market sale | 2,198 | $110.00 | 6,980 |
| 2026-08-12 | Schwab Charles R. | Open-market sale | 46,410 | $108.18 | 30,021,463 |
| 2026-08-11 | Schwab Charles R. | Open-market sale | 46,445 | $107.78 | 30,067,873 |
| 2026-08-10 | Murtagh Nigel J | Option exercise (derivative) | 24,778 | $0.00 | 0 |
| 2026-08-10 | Murtagh Nigel J | Open-market sale | 24,778 | $109.01 | 57,972.485 |
| 2026-08-10 | Murtagh Nigel J | Option exercise | 24,778 | $46.81 | 82,750.485 |
| 2026-08-07 | SNEED PAULA A | Open-market sale | 5,263 | $107.15 | 91,711.161 |
| 2026-08-06 | Murtagh Nigel J | Option exercise (derivative) | 1,897 | $0.00 | 24,778 |
| 2026-08-06 | Murtagh Nigel J | Open-market sale | 1,897 | $109.00 | 57,972.485 |
| 2026-08-06 | Murtagh Nigel J | Option exercise | 1,897 | $46.81 | 59,869.485 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.