| Insiders | Shares | % | Avg Price | Total $ | |
|---|---|---|---|---|---|
| Buys | 0 | ||||
| Sells | 12 | -2,882,525 | 100% | $87.67 | -$252,698,010 |
| Net | -12 | -2,882,525 | -100% | -$252,698,010 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Charles R. Schwab | Co-Chairman, Director | $9,195,217,616 | -$118,226,414 | -1.3% | 12 Nov 2025 |
| Carolyn Schwab-Pomerantz | Director | $180,237,302 | -$22,126,439 | -11% | 10 Nov 2025 |
| Todd M. Ricketts | Director | $70,895,856 | 27 May 2025 | ||
| Walter W. Bettinger | Co-Chairman, Director | $51,807,034 | -$72,289,415 | -58% | 10 Nov 2025 |
| CHRISTOPHER DODDS V. | Director | $35,996,686 | 27 May 2025 | ||
| FRANK C. HERRINGER | Director | $30,115,089 | -$266,731 | -0.88% | 02 Jan 2026 |
| JOSEPH R. MARTINETTO | Coo | $21,194,660 | 18 Apr 2024 | ||
| Richard A. Wurster | President & CEO, Director | $15,957,404 | -$3,323,039 | -17% | 29 Jul 2025 |
| Stephen A. Ellis | Director | $10,659,441 | 02 Jan 2026 | ||
| PAULA A. SNEED | Director | $10,028,852 | -$761,479 | -7.1% | 13 Nov 2025 |
| Bernard J. Clark | MD Head of Advisor Services | $9,455,935 | 12 Jun 2024 | ||
| Paul Woolway V. | MD, Chief Banking Officer | $6,259,075 | -$5,407,473 | -46% | 10 Nov 2025 |
| Nigel J. Murtagh | Chief Risk Officer | $5,761,278 | -$9,715,997 | -63% | 12 Nov 2025 |
| Michael D. Verdeschi | Cfo | $4,723,745 | 03 Jun 2025 | ||
| Peter B. Crawford | Cfo | $4,573,245 | 24 Apr 2024 | ||
| JOHN K. ADAMS JR | Director | $3,863,173 | 27 May 2025 | ||
| Jonathan S. Beatty | MD, Head of Advisor Services | $3,226,816 | -$1,980,694 | -38% | 23 Dec 2025 |
| Joan Dea | Director | $2,362,444 | 29 Jul 2025 | ||
| Arun Sarin | Director | $2,324,484 | 27 May 2025 | ||
| Brian M. Levitt | Director | $2,292,429 | 28 May 2024 | ||
| William S. Haraf | Director | $2,228,580 | 19 May 2022 | ||
| Charles A. Ruffel | Director | $2,169,597 | -$486,986 | -18% | 02 Jan 2026 |
| Mark A. Goldfarb | Director | $1,966,954 | 16 Apr 2024 | ||
| Marianne Catherine Brown | Director | $1,725,457 | 02 Jan 2026 | ||
| Bharat Masrani | Director | $1,145,602 | 02 Jan 2025 | ||
| GERRI MARTIN-FLICKINGER | Director | $1,128,941 | 27 May 2025 | ||
| Peter J. Morgan III | General Counsel | $57,494 | -$5,740,867 | -99% | 27 Aug 2025 |
| Jonathan M. Craig | MD, Head of Investor Services | $0 | -$12,372,475 | -100% | 07 Nov 2025 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|