Insider Ownership Details

This table shows the list known insiders, and is generated automatically from filings disclosed to the SEC. In addition to the names, most recent title, and director, officer, or 10% owner designation, we provide the latest disclosed holdings.

Name Shares Options
SCHWAB CHARLES R 59,672,778 0
SCHWAB CHARLES R by Limited Partnership 30,731,256 0
POTTRUCK DAVID S by Revocable Trust 4,299,286 0
Bettinger Walter W 656,501 0
Schwab-Pomerantz Carolyn by Spouse as Trustee 596,456 0
DODDS CHRISTOPHER V 439,792 0
Ricketts Todd M 230,892 0
WALTHER ROGER O 219,256 0
WILSON ROBERT N 193,282 0
BECHTLE NANCY H 189,346 0
MCLIN STEPHEN T 157,109 0
HERRINGER FRANK C 157,026 0
Clark Bernard J. 120,653 0
SNEED PAULA A 116,723 0
McCool James D 110,838 0
Wurster Richard A 100,214 0
Ellis Stephen A 99,801 0
Dwyer Carrie E 92,717 0
Brigeman Benjamin L 88,399 0
Murtagh Nigel J 79,849 0
Clendening John S 69,865 0
Gill George A. 57,615 0
Crawford Peter B. 44,725 0
ADAMS JOHN K JR 41,955 0
Haraf William S 32,501 0
WALTHER ROGER O By Spouse 31,772 0
McCool James D by 401(k) 28,682 0
Goldfarb Mark A 27,017 0
Dea Joan 20,365 0
Chandoha Marie A 17,777 0
Garfield David R 16,469 0
SARIN ARUN 16,465 0
Ruffel Charles A. 12,073 0
Craig Jonathan M. 11,159 0
Schwab-Pomerantz Carolyn 10,401 0
Brown Marianne Catherine 9,984 0
Ruffel Charles A. By IRA 9,092 0
MARTIN-FLICKINGER GERRI 8,455 0
Morgan Peter J. III 8,014 0
Allen Jay L 5,654 0
Masrani Bharat 3,574 0
Levitt Brian M 3,574 0
Ruffel Charles A. by 401(k) 3,386 0
Ruffel Charles A. by IRA 2,500 0
Kallsen Terri R by ESPP 155 0
MARTINETTO JOSEPH R by ESOP 0 0
PENNEY GEOFFREY J by 401(k) 0 0
Morgan Peter J. III by ESPP 0 0
PENNEY GEOFFREY J by ESOP 0 0
Brown Jeffrey T by 401(k) 0 0
SCHWAB CHARLES R by Spouse as Trustee 0 0
Brigeman Benjamin L by 401(k) 0 0
Goldman Charles G 0 0
0 0
Ricketts Todd M by Spouse as Trustee 0 0
WEBER ALAN J 0 0
Brown Jeffrey T 0 0
Clark Bernard J. by ESOP 0 0
BILNEY JODY L 0 0
McCool James D by ESOP 0 0
Ricketts Todd M By Spouse 0 0
BUTCHER C PRESTON 0 0
Gill George A. by 401(k) 0 0
Wurster Richard A by ESPP 0 0
Morgan Peter J. III by ESOP 0 0
POTTRUCK DAVID S 0 1,000,000
Dwyer Carrie E in Trust for Daughter 0 0
Saeger Rebecca 0 0
YOFFIE DAVID B 0 0
MARTINETTO JOSEPH R 0 0
ATWELL WILLIAM L 0 0
BUTCHER C PRESTON By Spouse 0 0
Clark Bernard J. by 401(k) 0 0
Merk Randall W 0 0
Lyons Jeffrey M 0 0
Sasson Gideon 0 0
Schwab-Pomerantz Carolyn by 401(k) 0 0
SCHWAB CHARLES R By Spouse 0 0
Brown Jeffrey T by ESPP 0 0
Schwab-Pomerantz Carolyn by ESOP 0 0
MCWHINNEY DEBORAH D 0 0
FISHER DONALD G 0 0
Kallsen Terri R 0 0
Hier-King Jan 0 0
Schwab-Pomerantz Carolyn by LLC 0 0
 

While Insider sales are normal part of tax harvesting and is part of compensation of executives - A large number of transactions would indicate that the management isnt convinced that the price will go up and hence reducing their holding. This would be a possible indicator or fall in price

Recent Insider Sales

Name Shares Price Date
Morgan Peter J. III 8,000 59.61 2023 Aug 29
SCHWAB CHARLES R 75,760 66.60 2023 Jul 26
SCHWAB CHARLES R 72,047 66.66 2023 Jul 24
SCHWAB CHARLES R 77,640 51.76 2023 May 22
 

Recent Insider Purchases

Insider buys arent usual, since it indicates a high conviction by the management that they believe the price will go up eventually. Usually a good sign that investors should consider this as a factor to purchase a stock, especially if the current SP is lower than the price the management bought these at. The table below doesnt include any Stock Options or RSUs. They're just open market purchases by the insiders.

Name Shares Price Date
Ruffel Charles A. by 401(k) 833 60.55 2023 Aug 17
Brown Marianne Catherine 5,000 53.47 2023 Mar 28