| Insiders | Shares | % | Avg Price | Total $ | |
|---|---|---|---|---|---|
| Buys | 0 | ||||
| Sells | 13 | -2.94M | 100% | $87.47 | -$257M |
| Net | -13 | -2.94M | -100% | -$257M |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Schwab Charles R. | Co-Chairman, Director | $9.2B | -$118M | -1.27% | Nov 12, 2025 |
| Carolyn Schwab-Pomerantz | Director | $180M | -$24.6M | -12% | Nov 10, 2025 |
| Todd M. Ricketts | Director | $65.9M | May 27, 2025 | ||
| Walter W. Bettinger | Co-Chairman, Director | $51.8M | -$72.3M | -58.3% | Nov 10, 2025 |
| Christopher V. Dodds | Director | $36M | May 27, 2025 | ||
| Frank C. Herringer | Director | $30.1M | -$267K | -0.88% | Oct 1, 2025 |
| Joseph R. Martinetto | Coo | $21.2M | Apr 18, 2024 | ||
| Richard A. Wurster | President & CEO, Director | $16M | -$3.32M | -17.2% | Jul 29, 2025 |
| Stephen A. Ellis | Director | $10.2M | Oct 1, 2025 | ||
| Paula A. Sneed | Director | $10M | -$761K | -7.06% | Nov 13, 2025 |
| Bernard J. Clark | MD Head of Advisor Services | $9.46M | Jun 12, 2024 | ||
| Paul V. Woolway | MD, Chief Banking Officer | $6.26M | -$5.41M | -46.4% | Nov 10, 2025 |
| Nigel J. Murtagh | Chief Risk Officer | $5.76M | -$9.72M | -62.8% | Nov 12, 2025 |
| Michael D. Verdeschi | Cfo | $4.72M | Jun 3, 2025 | ||
| Peter B. Crawford | Cfo | $4.57M | Apr 24, 2024 | ||
| John K. Adams Jr | Director | $3.86M | May 27, 2025 | ||
| Jonathan S. Beatty | MD, Head of Advisor Services | $3.18M | -$1.78M | -35.9% | Nov 12, 2025 |
| Joan Dea | Director | $2.57M | Jul 29, 2025 | ||
| Arun Sarin | Director | $2.32M | -$699K | -23.1% | May 27, 2025 |
| Brian M. Levitt | Director | $2.29M | May 28, 2024 | ||
| William S. Haraf | Director | $2.23M | May 19, 2022 | ||
| Charles A. Ruffel | Director | $2.17M | -$487K | -18.3% | Nov 19, 2025 |
| Mark A. Goldfarb | Director | $1.97M | Apr 16, 2024 | ||
| Marianne Catherine Brown | Director | $1.73M | Oct 1, 2025 | ||
| Bharat Masrani | Director | $1.15M | Jan 2, 2025 | ||
| Flickinger Gerri Martin | Director | $1.13M | May 27, 2025 | ||
| Peter J. Morgan III | General Counsel | $58.9K | -$6.92M | -99.2% | Aug 27, 2025 |
| Jonathan M. Craig | MD, Head of Investor Services | $0 | -$12.4M | -100% | Nov 7, 2025 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|