SCHW insiders

28 insiders have filed at SCHW since 2023Q3: names, roles, reported stakes, and each person's buying and selling record from SEC Form 3/4/5 filings.

namerolereported stake% of companybuys (3y)sells (3y)
Schwab Charles R.Co-Chairman95.78M5.467%42 sells $256.9M
Schwab-Pomerantz CarolynDirector1.85M0.105%65 sells $42.1M
Ricketts Todd MDirector830.5k0.047%
Bettinger Walter WCo-Chairman621.6k0.035%1 buys $1.7M8 sells $106.1M
Dodds Christopher VDirector453.5k0.026%2 sells $2.0M
Martinetto Joseph RCOO288.5k0.016%1 sells $3.0M
Herringer Frank CDirector233.5k0.013%2 sells $739k
Wurster Richard APresident & CEO200.8k0.011%1 buys $621k2 sells $3.3M
Clark Bernard J.Md Head Of Advisor Services126.1k<0.01%3 sells $6.1M
Sneed Paula ADirector105.0k<0.01%2 sells $1.1M
Ellis Stephen ADirector104.0k<0.01%2 sells $2.1M
Woolway Paul VMd, Chief Banking Officer98.0k<0.01%20 sells $8.3M
Crawford Peter B.CFO60.6k<0.01%9 sells $3.0M
Murtagh Nigel JChief Risk Officer60.5k<0.01%12 sells $15.1M
Verdeschi Michael DCFO54.0k<0.01%
Beatty Jonathan SMd, Head Of Advisor Services53.2k<0.01%12 sells $3.0M
Adams John K JRDirector48.7k<0.01%1 sells $1.1M
Sarin ArunDirector29.3k<0.01%2 sells $1.1M
Levitt Brian MDirector29.1k<0.01%
Dea JoanDirector27.7k<0.01%
Goldfarb Mark ADirector27.3k<0.01%2 sells $503k
Ruffel Charles A.Director22.9k<0.01%1 buys $50k2 sells $723k
Brown Marianne CatherineDirector15.8k<0.01%
Martin-Flickinger GerriDirector14.2k<0.01%
Howard DennisMd, Chief Tech, Ops & Data Off10.5k<0.01%3 sells $3.6M
Morgan Peter J. IIIGeneral Counsel7.7k<0.01%7 sells $10.4M
Masrani BharatDirector7.3k<0.01%
Craig Jonathan M.Md, Head Of Investor Services10 sells $17.4M

Full register at boothcheck.com/insiders/SCHW. Stakes are the newest reported Form 3/4/5 balances (they update only when insiders file). Sales counted include pre-scheduled plan sales, labeled. A filed record, not a forecast. Nothing here is investment advice.

SCHW institutional holders · SCHW research report