The Charles Schwab Corporation (SCHW) has 20 known insider and institutional holders on record. The largest holder is SCHWAB CHARLES R with 32,191,256 shares. Other notable holders include Schwab-Pomerantz Carolyn and MARTINETTO JOSEPH R.
Over the last 12 months, insiders have made 141 transactions in SCHW stock — 41 buys (valued at $63.36M) and 44 sells (valued at $167.92M). Insider selling has exceeded buying during this period.
SCHW Insider Ownership
Top Holder
SCHWAB CHARLES R
32,191,256 shares
Buys (12 mo)
41
$63.36M value
Sells (12 mo)
44
$167.92M value
12-Month Transaction Activity
Top Insider Holders
| # |
Name |
Role |
Shares Owned |
Last Filed |
Relative Size |
| 1 |
Schwab Charles R |
Chairman |
32,191,256 |
2021-05-18 |
|
| 2 |
Schwab-pomerantz Carolyn |
Director |
436,149 |
2026-01-26 |
|
| 3 |
Martinetto Joseph R |
COO |
246,433 |
2024-04-22 |
|
| 4 |
Wurster Richard A |
President & CEO |
196,450 |
2026-03-03 |
|
| 5 |
Herringer Frank C |
Director |
151,757 |
2026-04-02 |
|
| 6 |
Sneed Paula A |
Director |
96,974 |
2025-11-14 |
|
| 7 |
Bettinger Walter W |
Co-chairman |
81,014 |
2026-03-03 |
|
| 8 |
Schwab Charles R. |
Co-chairman |
72,489 |
2026-03-03 |
|
| 9 |
Clark Bernard J. |
Md Head of Advisor Services |
64,956 |
2024-03-05 |
|
| 10 |
Verdeschi Michael D |
CFO |
62,134 |
2026-03-04 |
|
| 11 |
Crawford Peter B. |
CFO |
60,567 |
2024-04-18 |
|
| 12 |
Murtagh Nigel J |
Chief Risk Officer |
57,972 |
2026-03-05 |
|
| 13 |
Woolway Paul V |
Md, Chief Banking Officer |
35,992 |
2026-03-03 |
|
| 14 |
Dea Joan |
Director |
27,673 |
2025-07-31 |
|
| 15 |
Beatty Jonathan S |
Md, Head of Advisor Services |
24,509 |
2026-03-04 |
|
| 16 |
Goldfarb Mark A |
Director |
19,917 |
2024-04-18 |
|
| 17 |
Craig Jonathan M. |
Md, Head of Investor Services |
14,481 |
2026-03-03 |
|
| 18 |
Ellis Stephen A |
Director |
12,852 |
2026-04-02 |
|
| 19 |
Howard Dennis |
Md, Chief Tech, Ops & Data Off |
10,470 |
2026-03-05 |
|
| 20 |
Brown Marianne Catherine |
Director |
7,824 |
2026-04-02 |
|
Recent Transactions (last 12 months)
| Date |
Name |
Role |
Type |
Shares |
Price |
Value |
| 2026-04-01 |
Brown Marianne Catherine |
Director |
RSU Award |
434 |
- |
- |
| 2026-04-01 |
Ruffel Charles A. |
Director |
RSU Award |
1,286 |
$92.36 |
$118.77K |
| 2026-04-01 |
Ellis Stephen A |
Director |
RSU Award |
393 |
- |
- |
| 2026-04-01 |
Herringer Frank C |
Director |
RSU Award |
474 |
- |
- |
| 2026-03-24 |
Ellis Stephen A |
Director |
Option Exercise (Sell) |
7,866 |
$28.96 |
$227.8K |
| 2026-03-03 |
Howard Dennis |
Md, Chief Tech, Ops & Data Off |
Informative Sell |
3,839 |
$94.88 |
$364.24K |
| 2026-03-03 |
Craig Jonathan M. |
Md, Head of Investor Services |
Informative Sell |
5,449 |
$94.89 |
$517.08K |
| 2026-03-03 |
Murtagh Nigel J |
Chief Risk Officer |
Informative Sell |
2,740 |
$94.90 |
$260.02K |
| 2026-03-02 |
Verdeschi Michael D |
CFO |
RSU Award |
62,134 |
$95.49 |
$5.93M |
| 2026-03-02 |
Beatty Jonathan S |
Md, Head of Advisor Services |
RSU Award |
24,509 |
$95.49 |
$2.34M |
| 2026-03-03 |
Woolway Paul V |
Md, Chief Banking Officer |
Informative Sell |
2,500 |
$94.89 |
$237.23K |
| 2026-03-02 |
Woolway Paul V |
Md, Chief Banking Officer |
RSU Award |
15,189 |
$95.49 |
$1.45M |
| 2026-03-01 |
Woolway Paul V |
Md, Chief Banking Officer |
Tax Withholding of RSU |
2,030 |
$90.31 |
$183.32K |
| 2026-02-27 |
Beatty Jonathan S |
Md, Head of Advisor Services |
Informative Sell |
2,030 |
$95.30 |
$193.45K |
| 2026-03-02 |
Wurster Richard A |
President & CEO |
RSU Award |
230,411 |
$95.49 |
$22M |
| 2026-03-01 |
Wurster Richard A |
President & CEO |
Tax Withholding of RSU |
22,879 |
$95.31 |
$2.18M |
| 2026-03-02 |
Howard Dennis |
Md, Chief Tech, Ops & Data Off |
RSU Award |
42,458 |
$95.49 |
$4.05M |
| 2026-03-01 |
Howard Dennis |
Md, Chief Tech, Ops & Data Off |
Tax Withholding of RSU |
6,204 |
$95.31 |
$591.27K |
| 2026-03-02 |
Morgan Peter J. Iii |
General Counsel |
RSU Award |
21,057 |
$95.49 |
$2.01M |
| 2026-03-01 |
Morgan Peter J. Iii |
General Counsel |
Tax Withholding of RSU |
4,311 |
$95.31 |
$410.86K |
| 2026-03-02 |
Craig Jonathan M. |
Md, Head of Investor Services |
RSU Award |
50,052 |
$95.49 |
$4.78M |
| 2026-03-01 |
Craig Jonathan M. |
Md, Head of Investor Services |
Tax Withholding of RSU |
11,152 |
$95.31 |
$1.06M |
| 2026-03-02 |
Murtagh Nigel J |
Chief Risk Officer |
RSU Award |
30,377 |
$95.49 |
$2.9M |
| 2026-03-01 |
Murtagh Nigel J |
Chief Risk Officer |
Tax Withholding of RSU |
9,109 |
$95.31 |
$868.13K |
| 2026-02-26 |
Ellis Stephen A |
Director |
Informative Sell |
10,725 |
$96.57 |
$1.04M |
