| |
Company
Roster
|
|
Total
Insiders : |
68 |
|
|
|
Total
Direct Shares :
|
7,185,681 |
|
|
Total
Indirect Shares :
|
111,425,903 |
| |
%
Held by Insiders:
|
0.4% |
|
|
| |
| Filer's Name |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
  Schwab-Pomerantz Carolyn |
Director |
2025-03-06 |
8,162 |
2025-03-06 |
518,127 |
| Woolway Paul V |
MD, Chief Banking Officer |
2025-03-05 |
35,040 |
2025-03-05 |
57,405 |
| Murtagh Nigel J |
Chief Risk Officer |
2025-03-05 |
59,092 |
2025-03-05 |
2,176 |
| Morgan Peter J. Iii |
General Counsel |
2025-03-03 |
10,176 |
2025-03-03 |
382 |
| Bettinger Walter W |
Co-Chairman, Director |
2025-03-03 |
956,133 |
2025-03-03 |
13,218 |
| Craig Jonathan M. |
MD, Head of Investor Services |
2025-03-03 |
0 |
2025-03-06 |
0 |
| Wurster Richard A |
President |
2025-03-03 |
195,911 |
2025-03-03 |
4,334 |
| Schwab Charles R |
Co-Chairman, Director |
2025-03-03 |
0 |
2025-03-03 |
98,117,296 |
| Beatty Jonathan S |
MD, Head of Advisor Services |
2025-03-01 |
44,375 |
2025-03-01 |
18,069 |
| Sarin Arun |
Director |
2025-01-23 |
9,204 |
2025-01-23 |
18,617 |
| Ellis Stephen A |
Director |
2024-12-18 |
7,301 |
2024-12-18 |
88,853 |
| Dodds Christopher V |
Director |
2024-11-18 |
9,204 |
2024-11-18 |
442,807 |
| Ruffel Charles A. |
Director |
2024-11-13 |
13,498 |
2024-11-13 |
12,994 |
| Verdeschi Michael D |
Officer |
2024-10-01 |
59,849 |
|
0 |
| Clark Bernard J. |
MD Head of Advisor Services |
2024-06-12 |
0 |
2024-06-12 |
126,079 |
| Sneed Paula A |
Director |
2024-05-28 |
6,611 |
2024-05-28 |
114,301 |
| Masrani Bharat |
Director |
2024-05-28 |
7,279 |
2020-10-22 |
0 |
| Ricketts Todd M |
Director |
2024-05-28 |
235,197 |
2024-05-28 |
303,187 |
| Adams John K Jr |
Director |
2024-05-28 |
46,934 |
|
0 |
| Levitt Brian M |
Director |
2024-05-28 |
7,279 |
2024-05-28 |
21,846 |
| Herringer Frank C |
Director |
2024-05-28 |
9,204 |
2024-05-28 |
217,831 |
| Dea Joan |
Director |
2024-05-28 |
26,724 |
|
0 |
| Martin-Flickinger Gerri |
Director |
2024-05-28 |
4,305 |
2024-05-28 |
8,455 |
| Brown Marianne Catherine |
Director |
2024-05-28 |
14,289 |
|
0 |
| Crawford Peter B. |
CFO |
2024-04-24 |
0 |
2024-04-24 |
60,567 |
| Goldfarb Mark A |
Director |
2024-04-16 |
7,395 |
2024-04-16 |
19,917 |
| Martinetto Joseph R |
COO |
2024-03-01 |
84,414 |
2024-04-18 |
288,520 |
| Haraf William S |
Director |
2022-05-19 |
34,555 |
2015-04-24 |
0 |
| Walther Roger O |
Director |
2020-11-18 |
15,453 |
2020-11-18 |
251,028 |
| Mclin Stephen T |
Director |
2020-04-21 |
7,297 |
2020-04-21 |
157,109 |
| Garfield David R |
EVP and General Counsel |
2019-03-01 |
29,044 |
2014-11-03 |
0 |
| Wilson Robert N |
Director |
2018-12-13 |
193,282 |
2011-05-19 |
1,300 |
| Kallsen Terri R |
EVP - Investor Services |
2018-11-05 |
860 |
2019-03-06 |
1,249 |
| Butcher C Preston |
Director |
2018-05-08 |
4,754 |
2018-05-08 |
940,934 |
| Bechtle Nancy H |
Director |
2017-08-07 |
4,754 |
2017-08-07 |
189,346 |
| Mccool James D |
EVP - Client Solutions |
2015-06-05 |
110,838 |
2015-06-05 |
34,751 |
| Clendening John S |
EVP - Investor Services |
2014-11-03 |
275 |
2014-11-03 |
76,197 |
| Gill George A. |
EVP - Investor Services |
2014-11-03 |
58,995 |
2014-11-03 |
4,014 |
| Brown Jeffrey T |
Officer |
2014-04-23 |
24,689 |
2014-04-23 |
4,110 |
| Dwyer Carrie E |
EVP and General Counsel |
2012-11-01 |
2,870 |
2014-04-17 |
102,755 |
| Allen Jay L |
EVP and Chief Admin Officer |
2012-11-01 |
2,185 |
2015-06-11 |
7,527 |
| Brigeman Benjamin L |
EVP - Investor Services |
2012-02-03 |
5,955 |
2012-02-03 |
90,121 |
| Saeger Rebecca |
EVP & Chief Marketing Officer |
2010-11-02 |
75,889 |
|
0 |
| Fisher Donald G |
Director |
2009-05-18 |
10,398 |
2008-05-29 |
3,591,730 |
| Aldinger William F III |
Director |
2009-05-18 |
15,898 |
2006-02-03 |
0 |
| Goldman Charles G |
EVP/COO, Schwab Institutional |
2008-11-17 |
47,487 |
2008-08-29 |
2,537 |
| Magner Marjorie |
Director |
2008-05-19 |
9,436 |
2006-05-22 |
0 |
| Sasson Gideon |
EVP and CIO |
2007-06-15 |
176,757 |
2005-10-31 |
10,000 |
| Yoffie David B |
Director |
2007-05-09 |
21,432 |
2004-05-17 |
0 |
| Hier-King Jan |
EVP - Human Resources |
2007-02-25 |
27,553 |
2007-01-26 |
78,263 |
| Merk Randall W |
EVP-Schwab Financial Products, 10% Owner |
2007-02-25 |
29,347 |
2007-03-06 |
182,393 |
| Mcwhinney Deborah D |
EVP - Schwab Institutional |
2007-02-05 |
130,631 |
2007-05-03 |
15,830 |
| Scaturro Peter K |
EVP and CEO - U.S. Trust |
2006-10-30 |
203,545 |
2005-05-19 |
0 |
| Chafkin Jeremiah H |
Officer |
2005-01-01 |
104,816 |
2005-01-01 |
218 |
| Lyons Jeffrey M |
Executive Vice President |
2004-07-26 |
138,068 |
2004-12-16 |
369,501 |
| Shultz George P |
Director Emeritus |
2004-05-17 |
10,525 |
2005-01-19 |
97,250 |
| Frank Anthony M |
Director |
2004-05-10 |
613,533 |
2004-02-11 |
0 |
| Pottruck David S |
President and CEO, Director |
2004-04-01 |
0 |
2004-04-16 |
4,303,459 |
| Penney Geoffrey J |
EVP and CIO |
2004-02-26 |
355,499 |
2004-02-04 |
0 |
| Mcleod Mary S |
Executive Vice President |
2004-02-25 |
268,882 |
2003-07-22 |
0 |
| Coghlan John Philip |
Vice Chairman |
2003-07-25 |
838,708 |
2003-07-25 |
0 |
| Weber Alan J |
Executive Vice President |
2003-07-22 |
335,010 |
2003-07-22 |
0 |
| Gorman Lon |
Vice Chairman |
2003-07-22 |
283,046 |
2003-10-15 |
174,333 |
| Lepore Dawn G |
Vice Chairman |
2003-07-22 |
304,941 |
2003-07-22 |
0 |
| Atwell William L |
Executive Vice President |
2003-07-22 |
348,634 |
2003-07-22 |
0 |
| Bilney Jody L |
Executive Vice President |
2003-07-22 |
295,007 |
2003-07-22 |
0 |
| Leemon Daniel O |
EVP and Chief Strategy Officer |
2003-07-22 |
187,257 |
2003-12-03 |
267,190 |
| Chandoha Marie A |
CEO - CSIM |
|
0 |
2019-03-05 |
17,777 |
|
3.60 (4.9%) 
