Based on data from the past 90 days ending December 20, 2025, Schwab Charles's three largest insider shareholders are Co Chairman Walter W Bettinger (1.29Mn shares), Director Paula A Sneed (105.05K shares), Director Stephen A Ellis (82.62K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Charles R. Schwab | Co Chairman | 56,119,454 | 04 Mar, 2025 |
| Carolyn Schwab-Pomerantz | 1,444,183 | 29 May, 2025 | |
| Walter W Bettinger | Co Chairman | 1,293,956 | 20 May, 2025 |
| Christopher V Dodds | 453,473 | 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 | 14 Nov, 2025 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 16 Dec, 2025 | Stephen A Ellis | Common Stock | A | 1,922 | $31.98 | 6,660 | D | M |
| 19 Nov, 2025 | Charles A. Ruffel | Common Stock | D | 8,372 | $0.00 | 9,779 | D | G |
| 13 Nov, 2025 | Paula A Sneed | Common Stock | D | 8,680 | $0.00 | 96,974 | I | G |
| 12 Nov, 2025 | Nigel J Murtagh | Common Stock | D | 1,032 | $0.00 | 57,972 | D | G |
| 12 Nov, 2025 | Jonathan S Beatty | Common Stock | A | 3,072 | $46.39 | 43,340 | D | M |
| 12 Nov, 2025 | Charles R. Schwab | Common Stock | D | 52,500 | $0.00 | 56,119,454 | I | G |
| 12 Nov, 2025 | Jonathan S Beatty | Common Stock | D | 3,072 | $98.00 | 11,923 | I | S |
| 10 Nov, 2025 | Carolyn Schwab-Pomerantz | Common Stock | D | 298 | $0.00 | 1,434,559 | I | G |
| 10 Nov, 2025 | Walter W Bettinger | Common Stock | D | 61,388 | $0.00 | 529,346 | I | G |
| 10 Nov, 2025 | Paul V Woolway | Common Stock | D | 1,089 | $0.00 | 29,866 | I | G |
| 10 Nov, 2025 | Paul V Woolway | Common Stock | A | 398 | $0.00 | 1,537 | I | G |
| 10 Nov, 2025 | Paul V Woolway | Common Stock | A | 398 | $0.00 | 1,537 | I | G |
| 07 Nov, 2025 | Jonathan M. Craig | Common Stock | A | 35,188 | $41.98 | 0 | D | M |
| 07 Nov, 2025 | Jonathan M. Craig | Common Stock | D | 35,188 | $95.35 | 0 | I | S |
| 29 Oct, 2025 | Paul V Woolway | Common Stock | D | 3,823 | $0.00 | 30,955 | I | G |
| 28 Oct, 2025 | Charles R. Schwab | Common Stock | D | 64,400 | $94.00 | 56,216,704 | I | S |
| 29 Oct, 2025 | Charles R. Schwab | Common Stock | D | 44,750 | $94.52 | 56,171,954 | I | S |
| 23 Oct, 2025 | Charles R. Schwab | Common Stock | D | 18,595 | $0.00 | 56,312,854 | I | G |
| 24 Oct, 2025 | Charles R. Schwab | Common Stock | D | 31,750 | $0.00 | 56,281,104 | I | G |
| 02 Oct, 2025 | Carolyn Schwab-Pomerantz | Common Stock | D | 14,400 | $92.55 | 1,434,857 | I | S |