Schwab Charles SCHW Insider Ownership

NYSE SCHW
$107.28 -0.05 (-0.05%)
At close: Sep 11, 2026 · 4:00 PM EDT

Insider Holdings by Owner

87.07Mn Shares

Insider Ownership Statistics

as of 31 Dec, 2023
Insider Ownership
0.0010%
▼0.0000% pp QoQ
Shares Held by Insiders
17.78K
filed for Dec 2023
■0.00% QoQ
Shares Outstanding
1.83Bn
1,831,000,000 shares
Direct Holdings
0
Indirect: 17.78K
Net Shares Traded (QoQ)
0
no net change in Dec 2023
Insiders Holding Shares
28
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter —
Net over range —
Buying quarters —

Insider Ownership Summary

Quarter ending 31 Dec, 2023

As of September 12, 2026, Schwab Charles's top three insider holders are Michael D Verdeschi (Cfo, 47.44K shares).

Form 4 Holdings

Insiders Holding SCHW

Insiders 28
Shares held 87.07Mn
Of outstanding 4.76%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Charles R. Schwab Co Chairman 0 83,570,904 83,570,904 96.0% 28 Aug, 2026
2 Carolyn Schwab-Pomerantz Director 0 1,323,162 1,323,162 1.5% 27 Aug, 2026
3 Walter W Bettinger Co Chairman 0 610,360 610,360 0.7% 31 Aug, 2026
4 Todd M Ricketts Director 379,767 0 379,767 0.4% 29 May, 2025
5 Joseph R Martinetto Coo 0 287,847 287,847 0.3% 22 Apr, 2024
6 Richard A Wurster President Ceo 218,409 0 218,409 0.3% 28 May, 2026
7 Bernard J. Clark Md Head Of Advisor Services 0 121,666 121,666 0.1% 14 Jun, 2024
8 Paula A Sneed Director 0 91,711 91,711 0.1% 10 Aug, 2026
9 Peter B. Crawford Cfo 0 60,567 60,567 0.1% 26 Apr, 2024
10 Nigel J Murtagh Chief Risk Officer 57,972 0 57,972 0.1% 10 Aug, 2026
11 Paul V Woolway Md, Chief Banking Officer 25,153 29,866 55,019 0.1% 16 Apr, 2026
12 John K Jr Adams Director 50,711 0 50,711 0.1% 28 May, 2026
13 Michael D Verdeschi Cfo 47,442 0 47,442 0.1% 04 Jun, 2026
14 William S Haraf Director 34,555 0 34,555 0.0% 23 May, 2022
15 Joan Dea Director 28,440 0 28,440 0.0% 28 May, 2026
16 Mark A Goldfarb Director 0 19,917 19,917 0.0% 18 Apr, 2024
17 Marianne Catherine Brown Director 17,353 0 17,353 0.0% 27 May, 2026
18 Arun Sarin Director 12,268 0 12,268 0.0% 27 May, 2026
19 Frank C Herringer Director 12,268 0 12,268 0.0% 27 May, 2026
20 Charles A. Ruffel Director 11,381 0 11,381 0.0% 28 May, 2026
21 Jonathan S Beatty Md, Head Of Advisor Services 0 10,738 10,738 0.0% 18 Aug, 2026
22 Stephen A Ellis Director 7,445 0 7,445 0.0% 25 Jun, 2026
23 Brian M Levitt Director 7,279 0 7,279 0.0% 30 May, 2024
24 Bharat Masrani Director 7,279 0 7,279 0.0% 30 May, 2024
25 Dennis Howard Md, Chief Tech, Ops Data Off 6,980 0 6,980 0.0% 17 Aug, 2026
26 Neesha Hathi Md, Head Wealth Adv, Bnk, Tst 0 5,770 5,770 0.0% 02 Sep, 2026
27 Gerri Martin-Flickinger Director 5,767 0 5,767 0.0% 29 May, 2025
28 Christopher V Dodds Evp And Cfo 5,669 0 5,669 0.0% 27 May, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

6,846 Insider Transactions

Source SEC Form 4
Latest quarter Dec 2023
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
28 Aug, 2026 Walter W Bettinger Co Chairman Acquired M 74,388 $46.81 $3.48Mn 684,748 Indirect
28 Aug, 2026 Neesha Hathi Md, Head Wealth Adv, Bnk, Tst Acquired M 3,177 $52.05 $165.36K 0 Direct
28 Aug, 2026 Neesha Hathi Md, Head Wealth Adv, Bnk, Tst Disposed S 3,177 $108.12 $343.50K 0 Indirect
28 Aug, 2026 Walter W Bettinger Co Chairman Disposed S 74,388 $110.91 $8.25Mn 610,360 Indirect
28 Aug, 2026 Neesha Hathi Md, Head Wealth Adv, Bnk, Tst Disposed M 3,177 $0.00 $0 3,177 Direct
28 Aug, 2026 Walter W Bettinger Co Chairman Disposed M 74,388 $0.00 $0 154,589 Direct
27 Aug, 2026 Charles R. Schwab Co Chairman Disposed G 9,300 $0.00 $0 53,549,441 Indirect
26 Aug, 2026 Carolyn Schwab-Pomerantz Director Disposed S 9,175 $109.25 $1.00Mn 1,323,162 Indirect
24 Aug, 2026 Charles R. Schwab Co Chairman Disposed S 117,000 $113.20 $13.24Mn 53,558,741 Indirect
24 Aug, 2026 Walter W Bettinger Co Chairman Acquired M 176,210 $46.81 $8.25Mn 786,570 Indirect
24 Aug, 2026 Walter W Bettinger Co Chairman Disposed S 176,210 $113.49 $20.00Mn 610,360 Indirect
24 Aug, 2026 Walter W Bettinger Co Chairman Disposed M 176,210 $0.00 $0 228,977 Direct
17 Aug, 2026 Charles R. Schwab Co Chairman Disposed G 45,500 $0.00 $0 53,730,291 Indirect
18 Aug, 2026 Charles R. Schwab Co Chairman Disposed G 54,550 $0.00 $0 53,675,741 Indirect
17 Aug, 2026 Jonathan S Beatty Md, Head Of Advisor Services Disposed S 1,000 $111.33 $111.33K 10,738 Indirect
13 Aug, 2026 Dennis Howard Md, Chief Tech, Ops Data Off Disposed S 2,198 $110.00 $241.78K 6,980 Direct
14 Aug, 2026 Jonathan M. Craig Md, Head Of Retail Investing Acquired M 21,866 $46.81 $1.02Mn 0 Direct
14 Aug, 2026 Jonathan M. Craig Md, Head Of Retail Investing Disposed S 21,866 $111.03 $2.43Mn 0 Indirect
14 Aug, 2026 Jonathan M. Craig Md, Head Of Retail Investing Disposed M 21,866 $0.00 $0 0 Direct
12 Aug, 2026 Charles R. Schwab Co Chairman Disposed S 46,410 $108.18 $5.02Mn 30,021,463 Indirect