Over the trailing 12 months, SCHW insiders bought $1.85 million worth of shares (21.96K shares) and sold $334.53 million worth (3.26Mn shares) in open-market trades.
| # | 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 Sep, 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% | 05 Oct, 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.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 01 Oct, 2026 | Frank C Herringer | Director | Acquired A | 445 | — | — | 153,637 | Direct |
| 01 Oct, 2026 | Marianne Catherine Brown | Director | Acquired A | 407 | — | — | 8,700 | Direct |
| 01 Oct, 2026 | Neesha Hathi | Md, Head Wealth Adv, Bnk, Tst | Acquired M | 5,000 | $41.98 | $209.90K | 0 | Direct |
| 01 Oct, 2026 | Stephen A Ellis | Director | Acquired A | 369 | — | — | 13,684 | Direct |
| 01 Oct, 2026 | Charles A. Ruffel | Director | Acquired A | 1,222 | $0.00 | $0 | 1,222 | Direct |
| 01 Oct, 2026 | Neesha Hathi | Md, Head Wealth Adv, Bnk, Tst | Disposed S | 5,000 | $97.80 | $489.01K | 5,770 | Indirect |
| 01 Oct, 2026 | Neesha Hathi | Md, Head Wealth Adv, Bnk, Tst | Disposed M | 5,000 | $0.00 | $0 | 13,950 | Direct |
| 23 Sep, 2026 | Stephen A Ellis | Director | Acquired M | 1,918 | $31.48 | $60.38K | 7,445 | Direct |
| 23 Sep, 2026 | Stephen A Ellis | Director | Disposed M | 1,918 | $0.00 | $0 | 0 | Direct |
| 01 Sep, 2026 | Neesha Hathi | Md, Head Wealth Adv, Bnk, Tst | Acquired M | 3,177 | $52.05 | $165.36K | 0 | Direct |
| 01 Sep, 2026 | Neesha Hathi | Md, Head Wealth Adv, Bnk, Tst | Disposed S | 3,177 | $109.04 | $346.43K | 5,770 | Indirect |
| 01 Sep, 2026 | Neesha Hathi | Md, Head Wealth Adv, Bnk, Tst | Disposed M | 3,177 | $0.00 | $0 | 0 | Direct |
| 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 | 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 S | 3,177 | $108.12 | $343.50K | 0 | 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 |