Schwab Charles Corp (SCHW.PJ) shareholders
SCHW.PJNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31Also trades as SCHW, SCHW.PD
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026Score 12/305% below fair value
$15.71−0.08 (-0.51%)
Close on Nov 3, 2026Market cap $154.40BP/E 16.2Yield 1.21%
Ownership
Who owns Schwab Charles's shares
Held by institutions
–
Shares held, 13F filers
Institutional holders
–
Net institutional buying
–
Insider trades, 12 months
1 buys · 92 sales
Net sold $340.95M
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 124,955,967 | 7.18% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 96,697,577 | 5.50% | 13G (passive) amendment | Dec 31, 2023 |
| Dodge & Cox | 89,587,838 | 5.00% | 13G (passive) | Sep 30, 2024 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Charles R. Schwab | Co-Chairman, Director | 94,036,576 | Oct 29, 2026 |
| Walter W. Bettinger | Co-Chairman, Director | 840,154 | Aug 31, 2026 |
| Richard A. Wurster | President & CEO, Director | 223,004 | May 28, 2026 |
| Neesha Hathi | MD, Head Wealth Adv, Bnk, Tst | 5,770 | Nov 3, 2026 |
| Jonathan S. Beatty | MD, Head of Advisor Services | 43,197 | Aug 18, 2026 |
| Dennis Howard | MD, Chief Tech, OPS & Data Off | 6,980 | Aug 17, 2026 |
| Jonathan M. Craig | MD, Head of Retail Investing | 0 | Aug 17, 2026 |
| Nigel J. Murtagh | Chief Risk Officer | 60,593 | Aug 10, 2026 |
| Peter J. Morgan III | General Counsel | 849 | Jul 27, 2026 |
| Tyler A. Woulfe | MD, Chief Banking Officer | 4,018 | Jul 10, 2026 |
| Michael D. Verdeschi | CFO | 47,442 | Jun 4, 2026 |
| Paul V. Woolway | MD, Chief Banking Officer | 95,459 | Apr 16, 2026 |
| Frank C. Herringer | Director | 240,401 | Oct 5, 2026 |
| Marianne Catherine Brown | Director | 17,353 | Oct 5, 2026 |
| Stephen A. Ellis | Director | 111,655 | Oct 5, 2026 |
| Charles A. Ruffel | Director | 24,665 | Oct 5, 2026 |
| Carolyn Schwab-Pomerantz | Director | 1,773,335 | Aug 27, 2026 |
| Paula A. Sneed | Director | 101,386 | Aug 10, 2026 |
| Joan Dea | Director | 28,440 | May 28, 2026 |
| John K. Adams Jr | Director | 50,711 | May 28, 2026 |
| Christopher V. Dodds | Director | 456,323 | May 27, 2026 |
| Arun Sarin | Director | 36,251 | May 27, 2026 |
| Todd M. Ricketts | Director | 830,454 | May 29, 2025 |
| Gerri Martin-Flickinger | Director | 14,222 | May 29, 2025 |
| Bharat Masrani | Director | 7,279 | Jan 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Neesha Hathi MD, Head Wealth Adv, Bnk, Tst | Nov 2, 2026 | Sale(10b5-1 plan) | −5,000 | $88.92 | $444.62K | 5,770 |
| Neesha Hathi MD, Head Wealth Adv, Bnk, Tst | Nov 2, 2026 | Option exercise | +5,000 | $64.10 | $320.50K | 0 |
| Charles R. Schwab Co-Chairman, Director | Oct 29, 2026 | Sale | −136,400 | $89.50 | $12.21M | 53,346,291 |
| Charles R. Schwab Co-Chairman, Director | Oct 28, 2026 | Sale | −66,750 | $88.36 | $5.90M | 53,482,691 |
| Neesha Hathi MD, Head Wealth Adv, Bnk, Tst | Oct 1, 2026 | Sale(10b5-1 plan) | −5,000 | $97.80 | $489.01K | 5,770 |
| Neesha Hathi MD, Head Wealth Adv, Bnk, Tst | Oct 1, 2026 | Option exercise | +5,000 | $41.98 | $209.90K | 0 |
| Stephen A. Ellis Director | Sep 23, 2026 | Option exercise | +1,918 | $31.48 | $60.38K | 7,445 |
| Neesha Hathi MD, Head Wealth Adv, Bnk, Tst | Sep 1, 2026 | Option exercise | +3,177 | $52.05 | $165.36K | 0 |
| Neesha Hathi MD, Head Wealth Adv, Bnk, Tst | Sep 1, 2026 | Sale(10b5-1 plan) | −3,177 | $109.04 | $346.42K | 5,770 |
| Neesha Hathi MD, Head Wealth Adv, Bnk, Tst | Aug 28, 2026 | Option exercise | +3,177 | $52.05 | $165.36K | 0 |
| Neesha Hathi MD, Head Wealth Adv, Bnk, Tst | Aug 28, 2026 | Sale(10b5-1 plan) | −3,177 | $108.12 | $343.50K | 0 |
| Walter W. Bettinger Co-Chairman, Director | Aug 28, 2026 | Option exercise | +74,388 | $46.81 | $3.48M | 684,748 |
| Walter W. Bettinger Co-Chairman, Director | Aug 28, 2026 | Sale | −74,388 | $110.91 | $8.25M | 610,360 |
| Charles R. Schwab Co-Chairman, Director | Aug 27, 2026 | Gift | −9,300 | – | – | 53,549,441 |
| Carolyn Schwab-Pomerantz Director | Aug 26, 2026 | Sale | −9,175 | $109.25 | $1.00M | 1,323,162 |
| Charles R. Schwab Co-Chairman, Director | Aug 24, 2026 | Sale | −117,000 | $113.20 | $13.24M | 53,558,741 |
| Walter W. Bettinger Co-Chairman, Director | Aug 24, 2026 | Option exercise | +176,210 | $46.81 | $8.25M | 786,570 |
| Walter W. Bettinger Co-Chairman, Director | Aug 24, 2026 | Sale | −176,210 | $113.49 | $20.00M | 610,360 |
| Charles R. Schwab Co-Chairman, Director | Aug 18, 2026 | Gift | −54,550 | – | – | 53,675,741 |
| Charles R. Schwab Co-Chairman, Director | Aug 17, 2026 | Gift | −45,500 | – | – | 53,730,291 |
| Jonathan S. Beatty MD, Head of Advisor Services | Aug 17, 2026 | Sale | −1,000 | $111.33 | $111.33K | 10,738 |
| Jonathan M. Craig MD, Head of Retail Investing | Aug 14, 2026 | Option exercise | +21,866 | $46.81 | $1.02M | 0 |
| Jonathan M. Craig MD, Head of Retail Investing | Aug 14, 2026 | Sale(10b5-1 plan) | −21,866 | $111.03 | $2.43M | 0 |
| Dennis Howard MD, Chief Tech, OPS & Data Off | Aug 13, 2026 | Sale(10b5-1 plan) | −2,198 | $110.00 | $241.78K | 6,980 |
| Charles R. Schwab Co-Chairman, Director | Aug 12, 2026 | Sale | −46,410 | $108.18 | $5.02M | 30,021,463 |
| Charles R. Schwab Co-Chairman, Director | Aug 11, 2026 | Sale | −46,445 | $107.78 | $5.01M | 30,067,873 |
| Nigel J. Murtagh Chief Risk Officer | Aug 10, 2026 | Sale(10b5-1 plan) | −24,778 | $109.01 | $2.70M | 57,972 |
| Nigel J. Murtagh Chief Risk Officer | Aug 10, 2026 | Option exercise | +24,778 | $46.81 | $1.16M | 82,750 |
| Paula A. Sneed Director | Aug 7, 2026 | Sale | −5,263 | $107.15 | $563.93K | 91,711 |
| Nigel J. Murtagh Chief Risk Officer | Aug 6, 2026 | Option exercise | +1,897 | $46.81 | $88.80K | 59,869 |
| Nigel J. Murtagh Chief Risk Officer | Aug 6, 2026 | Sale(10b5-1 plan) | −1,897 | $109.00 | $206.77K | 57,972 |
| Charles R. Schwab Co-Chairman, Director | Aug 6, 2026 | Gift | −37,200 | – | – | 53,775,791 |
| Carolyn Schwab-Pomerantz Director | Aug 5, 2026 | Sale | −18,561 | $107.70 | $2.00M | 1,332,337 |
| Jonathan M. Craig MD, Head of Retail Investing | Aug 5, 2026 | Option exercise | +21,750 | $46.81 | $1.02M | 0 |
| Jonathan M. Craig MD, Head of Retail Investing | Aug 5, 2026 | Sale(10b5-1 plan) | −21,750 | $107.02 | $2.33M | 0 |
| Carolyn Schwab-Pomerantz Director | Aug 4, 2026 | Sale | −22,640 | $106.36 | $2.41M | 1,350,898 |
| Charles R. Schwab Co-Chairman, Director | Aug 4, 2026 | Sale | −47,650 | $106.08 | $5.05M | 53,877,941 |
| Charles R. Schwab Co-Chairman, Director | Aug 3, 2026 | Sale | −95,250 | $105.52 | $10.05M | 53,925,591 |
| Dennis Howard MD, Chief Tech, OPS & Data Off | Aug 1, 2026 | Tax withholding | −1,292 | $104.87 | $135.49K | 9,178 |
| Charles R. Schwab Co-Chairman, Director | Jul 29, 2026 | Sale | −95,450 | $105.82 | $10.10M | 30,114,318 |
| Charles R. Schwab Co-Chairman, Director | Jul 28, 2026 | Sale | −48,000 | $105.60 | $5.07M | 54,080,841 |
| Charles R. Schwab Co-Chairman, Director | Jul 28, 2026 | Gift | −60,000 | – | – | 54,020,841 |
| Carolyn Schwab-Pomerantz Director | Jul 28, 2026 | Gift | −271 | – | – | 1,373,538 |
| Carolyn Schwab-Pomerantz Director | Jul 28, 2026 | Sale | −22,650 | $105.71 | $2.39M | 1,373,809 |
| Dennis Howard MD, Chief Tech, OPS & Data Off | Jul 28, 2026 | Sale(10b5-1 plan) | −28,000 | $105.01 | $2.94M | 10,470 |
| Dennis Howard MD, Chief Tech, OPS & Data Off | Jul 28, 2026 | Option exercise | +28,000 | $64.10 | $1.79M | 38,470 |
| Walter W. Bettinger Co-Chairman, Director | Jul 28, 2026 | Option exercise | +93,408 | $52.05 | $4.86M | 622,754 |
| Walter W. Bettinger Co-Chairman, Director | Jul 28, 2026 | Sale | −42,265 | $103.86 | $4.39M | 580,489 |
| Walter W. Bettinger Co-Chairman, Director | Jul 28, 2026 | Sale | −38,263 | $105.18 | $4.02M | 542,226 |
| Walter W. Bettinger Co-Chairman, Director | Jul 28, 2026 | Sale | −12,880 | $105.56 | $1.36M | 529,346 |
| Nigel J. Murtagh Chief Risk Officer | Jul 27, 2026 | Option exercise | +32,947 | $46.81 | $1.54M | 90,919 |
| Nigel J. Murtagh Chief Risk Officer | Jul 27, 2026 | Sale(10b5-1 plan) | −21,947 | $104.00 | $2.28M | 68,972 |
| Nigel J. Murtagh Chief Risk Officer | Jul 27, 2026 | Sale(10b5-1 plan) | −11,000 | $104.03 | $1.14M | 57,972 |
| Walter W. Bettinger Co-Chairman, Director | Jul 27, 2026 | Option exercise | +192,488 | $52.05 | $10.02M | 721,834 |
| Walter W. Bettinger Co-Chairman, Director | Jul 27, 2026 | Sale | −192,488 | $103.90 | $20.00M | 529,346 |
| Charles R. Schwab Co-Chairman, Director | Jul 24, 2026 | Sale | −45,500 | $101.72 | $4.63M | 54,128,841 |
| Peter J. Morgan III General Counsel | Jul 23, 2026 | Sale | −6,952 | $102.03 | $709.31K | 0 |
| Nigel J. Murtagh Chief Risk Officer | Jul 21, 2026 | Sale(10b5-1 plan) | −4,053 | $104.14 | $422.08K | 57,972 |
| Nigel J. Murtagh Chief Risk Officer | Jul 21, 2026 | Option exercise | +4,053 | $46.81 | $189.72K | 62,025 |
| Jonathan S. Beatty MD, Head of Advisor Services | Jul 21, 2026 | Sale(10b5-1 plan) | −2,000 | $104.21 | $208.42K | 11,738 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Charles R. Schwab Officer, Director | Oct 29, 2026 | 67,050 | $6.03M | Oct 29, 2026 | LEVERAGED BUYOUT |
| Charles R. Schwab Officer, Director | Oct 29, 2026 | 69,350 | $6.23M | Oct 29, 2026 | LEVERAGED BUYOUT |
| Charles R. Schwab Officer, Director | Oct 28, 2026 | 66,750 | $5.89M | Oct 28, 2026 | LEVERAGED BUYOUT |
| Walter W. Bettinger Director | Aug 28, 2026 | 74,388 | $8.25M | Aug 28, 2026 | STOCK OPTION EX / SELL |
| Neesha Hathi Officer | Aug 28, 2026 | 16,354 | $1.77M | Aug 28, 2026 | STOCK OPTIONS EX/SELL |
| Carolyn Schwab-Pomerantz Director | Aug 26, 2026 | 9,175 | $1.00M | Aug 26, 2026 | GIFT |
| Charles R. Schwab Officer, Director | Aug 24, 2026 | 117,000 | $13.28M | Aug 24, 2026 | LEVERAGED BUYOUT |
| Walter W. Bettinger Director | Aug 24, 2026 | 176,210 | $20.00M | Aug 24, 2026 | STOCK OPTION EX / SELL |
| Jonathan S. Beatty Officer | Aug 17, 2026 | 1,000 | $111.00K | Aug 17, 2026 | RSU / AWARD |
| Charles R. Schwab Officer, Director | Aug 14, 2026 | 90,500 | $10.05M | Aug 14, 2026 | LEVERAGED BUYOUT |
| Charles R. Schwab Officer, Director | Aug 13, 2026 | 91,325 | $9.98M | Aug 14, 2026 | LEVERAGED BUYOUT |
| Dennis Howard Officer | Aug 13, 2026 | 2,198 | $241.78K | Aug 13, 2026 | RSU NET SHARES |
| Charles R. Schwab Officer, Director | Aug 12, 2026 | 46,410 | $5.02M | Aug 12, 2026 | LEVERAGED BUYOUT |
| Charles R. Schwab Officer, Director | Aug 11, 2026 | 46,445 | $5.02M | Aug 11, 2026 | LEVERAGED BUYOUT |
| Paula A. Sneed Director | Aug 7, 2026 | 5,263 | $563.94K | Aug 7, 2026 | RSU NET SHS ACQUIRED ON: 5/15/06 & 5/17/07 |
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