Over the 90-day window ending February 07, 2026, Schwab Charles's three dominant insider ownership positions are held by Co Chairman Charles R. Schwab (55.78Mn shares), Co Chairman Walter W Bettinger (1.29Mn shares), Director Christopher V Dodds (453.47K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Charles R. Schwab | Co Chairman | 55,782,729 | 28 Jan, 2026 |
| Walter W Bettinger | Co Chairman | 1,293,956 | 20 May, 2025 |
| Christopher V Dodds | 453,473 | 29 May, 2025 | |
| Carolyn Schwab-Pomerantz | 445,773 | 29 May, 2025 | |
| Todd M Ricketts | 379,767 | 29 May, 2025 | |
| Joseph R Martinetto | Coo | 330,847 | 05 Mar, 2024 |
| Frank C Herringer | 182,828 | 29 May, 2025 | |
| Richard A Wurster | President & Ceo | 157,189 | 31 Jul, 2025 |
| Bernard J. Clark | Md Head Of Advisor Services | 121,666 | 14 Jun, 2024 |
| Paula A Sneed | 105,047 | 29 May, 2025 | |
| Stephen A Ellis | 82,622 | 18 Dec, 2025 | |
| Peter B. Crawford | Cfo | 60,567 | 26 Apr, 2024 |
| Nigel J Murtagh | Chief Risk Officer | 57,972 | 14 Nov, 2025 |
| Jonathan S Beatty | Md And Head Of Advisor Services | 55,263 | 23 Jan, 2026 |
| Michael D Verdeschi | Cfo | 53,961 | 04 Jun, 2025 |
| John K Jr Adams | 48,667 | 29 May, 2025 | |
| Paul V Woolway | Md And Chief Banking Officer | 35,304 | 20 Jun, 2025 |
| William S Haraf | 34,555 | 23 May, 2022 | |
| Arun Sarin | 29,283 | 29 May, 2025 | |
| Joan Dea | 27,673 | 31 Jul, 2025 | |
| Mark A Goldfarb | 27,312 | 24 May, 2023 | |
| Marianne Catherine Brown | 15,751 | 29 May, 2025 | |
| Gerri Martin-Flickinger | 14,222 | 29 May, 2025 | |
| Charles A. Ruffel | 13,165 | 20 Nov, 2025 | |
| Brian M Levitt | 7,279 | 30 May, 2024 | |
| Bharat Masrani | 7,279 | 30 May, 2024 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 04 Feb, 2026 | Charles R. Schwab | Common Stock | D | 67,975 | $103.81 | 55,782,729 | I | S |
| 04 Feb, 2026 | Walter W Bettinger | Common Stock | A | 94,948 | $42.99 | 624,294 | I | M |
| 04 Feb, 2026 | Walter W Bettinger | Common Stock | D | 94,948 | $104.25 | 529,346 | I | S |
| 03 Feb, 2026 | Charles R. Schwab | Common Stock | D | 96,625 | $103.74 | 55,850,704 | I | S |
| 03 Feb, 2026 | Walter W Bettinger | Common Stock | A | 162,462 | $42.99 | 691,808 | I | M |
| 03 Feb, 2026 | Walter W Bettinger | Common Stock | D | 21,429 | $104.24 | 529,346 | I | S |
| 03 Feb, 2026 | Walter W Bettinger | Common Stock | D | 141,033 | $103.85 | 550,775 | I | S |
| 02 Feb, 2026 | Peter J. Iii Morgan | Common Stock | A | 7,595 | $66.47 | 7,595 | D | M |
| 02 Feb, 2026 | Peter J. Iii Morgan | Common Stock | D | 7,595 | $104.38 | 0 | D | S |
| 29 Jan, 2026 | Charles R. Schwab | Common Stock | D | 145,650 | $103.16 | 55,947,329 | I | S |
| 28 Jan, 2026 | Charles R. Schwab | Common Stock | A | 44,962 | $26.39 | 0 | D | M |
| 28 Jan, 2026 | Charles R. Schwab | Common Stock | D | 26,475 | $103.22 | 56,092,979 | I | S |
| 28 Jan, 2026 | Charles R. Schwab | Common Stock | D | 44,962 | $103.20 | 56,119,454 | I | S |
| 26 Jan, 2026 | Charles R. Schwab | Common Stock | D | 134,895 | $103.09 | 56,119,454 | I | S |
| 26 Jan, 2026 | Charles R. Schwab | Common Stock | A | 134,895 | $26.39 | 0 | D | M |
| 22 Jan, 2026 | Carolyn Schwab-Pomerantz | Common Stock | D | 4,765 | $105.02 | 436,149 | I | S |
| 22 Jan, 2026 | Carolyn Schwab-Pomerantz | Common Stock | D | 9,525 | $105.19 | 1,405,984 | I | S |
| 22 Jan, 2026 | Carolyn Schwab-Pomerantz | Common Stock | D | 19,050 | $105.25 | 1,415,509 | I | S |
| 22 Jan, 2026 | Carolyn Schwab-Pomerantz | Common Stock | D | 9,525 | $105.18 | 1,396,459 | I | S |
| 22 Jan, 2026 | Jonathan S Beatty | Common Stock | A | 2,000 | $46.39 | 33,495 | D | M |