Comparable stake leader
VANGUARD CAPITAL MANAGEMENT LLC
SEC ownership of SCHWAB CHARLES CORP
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000316709.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
27 Jul 2026
- Public ticker
- SCHW, SCHW-PD, SCHW-PJ on NYSE
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
VANGUARD CAPITAL MANAGEMENT LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
VANGUARD CAPITAL MANAGEMENT LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
27 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000316709
- Issuer location
- Westlake, TX
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of SCHWAB CHARLES CORP (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
VANGUARD CAPITAL MANAGEME...
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
27 Jul 2026
13D/G
13F
3/4/5
Lead comparable stake: 7.2%
13D/G row: VANGUARD CAPITAL MANAGEMENT LLC
Showing 1-8 of 50 holder rows.
Quick read
VANGUARD CAPITAL MANAGEMENT LLC leads the comparable SEC ownership view at 7.2%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens VANGUARD CAPITAL MANAGEMENT LLC's linked filing trail.
Comparable ownership
Top 5
VANGUARD CAPITAL MANAGEMENT LLC
7.2%
TORONTO DOMINION BANK
0.1%
Walter W. Bettinger
0.04%
Paul Woolway V
0%
Neesha Hathi
0%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
7.2%
|
$11,743,361,779
124,955,967 shares
|
$0 | 31 Mar 2026 |
| TORONTO DOMINION BANK |
13D/G
13F
The Toronto-Dominion Bank · Company
|
0.1%
|
$105,523,803
1,329,350 shares
|
$0 | 10 Feb 2025 |
| Walter W. Bettinger |
3/4/5
Co-Chairman, Director
|
0.04%
|
$64,858,640
623,993 shares
|
-$63,590,797 | 27 Jul 2026 |
| Paul Woolway V |
3/4/5
MD, Chief Banking Officer
|
0%
|
$6,344,331
65,593 shares
|
-$4,267,106 | 14 Apr 2026 |
| Neesha Hathi |
3/4/5
MD, Head Wealth Adv, Bnk, Tst
|
0%
|
$532,397
5,770 shares
|
— | 01 Jul 2026 |
| Tyler A. Woulfe |
3/4/5
MD, Chief Banking Officer
|
0%
|
$370,740
4,018 shares
|
— | 01 Jul 2026 |
| BlackRock, Inc. |
13F
Company
|
7.7%
|
$12,514,053,228
133,156,556 shares
|
— | 31 Mar 2026 |
| DODGE & COX |
13F
Company
|
4.3%
|
$7,048,770,797
75,002,881 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$311,384,280.
Buys
$1,849,512
Insiders: 1
Sells
$313,233,792
Insiders: 13
Net
-$311,384,280
Shares: -3,100,875
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 21,959
Shares: 3,122,834
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 21,959 | 860,049 | $1,849,512 | $89,405,855 | -$87,556,343 |
| 3-6 | 0 | 648,563 | $0 | $60,212,228 | -$60,212,228 |
| 6-9 | 0 | 1,066,404 | $0 | $111,022,267 | -$111,022,267 |
| 9-12 | 0 | 547,818 | $0 | $52,593,442 | -$52,593,442 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 31 reporting-owner rows connected to SCHWAB CHARLES CORP. Open a relationship link for the CIK-to-CIK filing trail.
Rows
31
Largest Forms 3/4/5 holder
Charles R. Schwab
Net 12M change
-$311,384,282
Latest report
05 Aug 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Charles R. Schwab | Co-Chairman, Director | $9,478,270,703 | -$189,005,918 | -2% | Mixed | 03 Aug 2026 |
| Carolyn Schwab-Pomerantz | Director | $185,029,853 | -$18,066,438 | -8.9% | Mixed | 05 Aug 2026 |
| Todd M. Ricketts | Director | $65,921,437 | Mixed | 27 May 2025 | ||
| Walter W. Bettinger | Co-Chairman, Director | $64,858,640 | -$63,590,797 | -50% | Mixed | 27 Jul 2026 |
| Christopher Dodds V | Director | $42,885,234 | -$1,236,314 | -2.8% | Mixed | 26 May 2026 |
| Frank C. Herringer | Director | $38,934,212 | -$228,314 | -0.58% | Mixed | 01 Jul 2026 |
| Joseph R. Martinetto | Coo | $21,194,660 | Mixed | 18 Apr 2024 | ||
| Richard A. Wurster | President & CEO, Director | $18,827,488 | +$1,849,512 | +11% | Mixed | 28 May 2026 |
| Stephen A. Ellis | Director | $11,159,761 | -$1,035,694 | -8.5% | Mixed | 01 Jul 2026 |
| Paula A. Sneed | Director | $10,022,887 | Mixed | 26 May 2026 | ||
| Bernard J. Clark | MD Head of Advisor Services | $9,455,935 | Mixed | 12 Jun 2024 | ||
| Paul Woolway V | MD, Chief Banking Officer | $6,344,331 | -$4,267,106 | -40% | Mixed | 14 Apr 2026 |
| Nigel J. Murtagh | Chief Risk Officer | $6,272,815 | -$8,618,882 | -58% | Mixed | 27 Jul 2026 |
| John K. Adams Jr. | Director | $4,765,842 | Mixed | 26 May 2026 | ||
| Peter B. Crawford | Cfo | $4,573,245 | Filing P/S | 24 Apr 2024 | ||
| Michael D. Verdeschi | Cfo | $4,458,599 | Mixed | 03 Jun 2026 | ||
| Jonathan S. Beatty | MD, Head of Advisor Services | $4,218,155 | -$2,630,152 | -38% | Mixed | 21 Jul 2026 |
| Arun Sarin | Director | $3,406,868 | -$227,910 | -6.3% | Mixed | 26 May 2026 |
| Joan Dea | Director | $2,672,791 | Mixed | 26 May 2026 | ||
| Charles A. Ruffel | Director | $2,318,044 | Mixed | 01 Jul 2026 |
Recent insider transactions for SCHWAB CHARLES CORP
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Carolyn Schwab-Pomerantz | SCHW | Common Stock | Sale | -1.37% | $1,999,016 | $107.70 | -18,561 | 1,332,337 | 05 Aug 2026 | by Trust |
| Jonathan M. Craig | SCHW | Common Stock | Sale | -100% | $2,327,752 | $107.02 | -21,750 | 0 | 05 Aug 2026 | by Trust |
| Jonathan M. Craig | SCHW | Common Stock | Options Exercise | 21,750 | 0 | 05 Aug 2026 | Direct | |||
| Jonathan M. Craig | SCHW | Nonqualified Stock Option (right to buy) | Options Exercise | -49.9% | -21,750 | 21,866 | 05 Aug 2026 | Direct | ||
| Carolyn Schwab-Pomerantz | SCHW | Common Stock | Sale | -1.65% | $2,408,036 | $106.36 | -22,640 | 1,350,898 | 04 Aug 2026 | by Trust |
| Charles R. Schwab | SCHW | Common Stock | Sale | -0.09% | $5,054,569 | $106.08 | -47,650 | 53,877,941 | 04 Aug 2026 | by Trust |
| Charles R. Schwab | SCHW | Common Stock | Sale | -0.18% | $10,050,418 | $105.52 | -95,250 | 53,925,591 | 03 Aug 2026 | by Trust |
| Dennis Howard | SCHW | Common Stock | Tax liability | -12.3% | -1,292 | 9,178 | 01 Aug 2026 | Direct | ||
| Charles R. Schwab | SCHW | Common Stock | Sale | -0.32% | $10,100,061 | $105.82 | -95,450 | 30,114,318 | 29 Jul 2026 | by Limited Partnership |
| Charles R. Schwab | SCHW | Common Stock | Gift | -0.11% | -60,000 | 54,020,841 | 28 Jul 2026 | by Trust | ||
| Charles R. Schwab | SCHW | Common Stock | Sale | -0.09% | $5,068,627 | $105.60 | -48,000 | 54,080,841 | 28 Jul 2026 | by Trust |
| Carolyn Schwab-Pomerantz | SCHW | Common Stock | Gift | -0.02% | -271 | 1,373,538 | 28 Jul 2026 | by Trust | ||
| Carolyn Schwab-Pomerantz | SCHW | Common Stock | Sale | -1.62% | $2,394,399 | $105.71 | -22,650 | 1,373,809 | 28 Jul 2026 | by Trust |
| Dennis Howard | SCHW | Common Stock | Sale | -72.8% | $2,940,263 | $105.01 | -28,000 | 10,470 | 28 Jul 2026 | Direct |
| Dennis Howard | SCHW | Common Stock | Options Exercise | 267.4% | 28,000 | 38,470 | 28 Jul 2026 | Direct | ||
| Dennis Howard | SCHW | Nonqualified Stock Option (right to buy) | Options Exercise | -33.3% | -28,000 | 56,000 | 28 Jul 2026 | Direct | ||
| Walter W. Bettinger | SCHW | Common Stock | Sale | -15% | $9,773,988 | $104.64 | -93,408 | 529,346 | 28 Jul 2026 | by Family Trust |
| Walter W. Bettinger | SCHW | Common Stock | Options Exercise | 17.6% | 93,408 | 622,754 | 28 Jul 2026 | by Family Trust | ||
| Walter W. Bettinger | SCHW | Nonqualified Stock Option (right to buy) | Options Exercise | -100% | -93,408 | 0 | 28 Jul 2026 | Direct | ||
| Walter W. Bettinger | SCHW | Common Stock | Sale | -26.7% | $19,999,927 | $103.90 | -192,488 | 529,346 | 27 Jul 2026 | by Family Trust |
| Walter W. Bettinger | SCHW | Common Stock | Options Exercise | 36.4% | 192,488 | 721,834 | 27 Jul 2026 | by Family Trust | ||
| Walter W. Bettinger | SCHW | Nonqualified Stock Option (right to buy) | Options Exercise | -67.3% | -192,488 | 93,408 | 27 Jul 2026 | Direct | ||
| Nigel J. Murtagh | SCHW | Common Stock | Sale | -36.2% | $3,426,837 | $104.01 | -32,947 | 57,972 | 27 Jul 2026 | Direct |
| Nigel J. Murtagh | SCHW | Common Stock | Options Exercise | 56.8% | 32,947 | 90,919 | 27 Jul 2026 | Direct | ||
| Nigel J. Murtagh | SCHW | Nonqualified Stock Option (right to buy) | Options Exercise | -67.8% | -32,947 | 15,675 | 27 Jul 2026 | Direct | ||
| Charles R. Schwab | SCHW | Common Stock | Sale | -0.08% | $4,628,192 | $101.72 | -45,500 | 54,128,841 | 24 Jul 2026 | by Trust |
| Peter J. Morgan III | SCHW | Common Stock | Sale | -100% | $709,341 | $102.03 | -6,952 | 0 | 23 Jul 2026 | Direct |
| Nigel J. Murtagh | SCHW | Common Stock | Sale | -6.53% | $422,069 | $104.14 | -4,053 | 57,972 | 21 Jul 2026 | Direct |
| Nigel J. Murtagh | SCHW | Common Stock | Options Exercise | 6.99% | 4,053 | 62,025 | 21 Jul 2026 | Direct | ||
| Nigel J. Murtagh | SCHW | Nonqualified Stock Option (right to buy) | Options Exercise | -7.69% | -4,053 | 48,622 | 21 Jul 2026 | Direct | ||
| Jonathan S. Beatty | SCHW | Common Stock | Sale | -14.6% | $208,411 | $104.21 | -2,000 | 11,738 | 21 Jul 2026 | by Trust |
| Jonathan M. Craig | SCHW | Common Stock | Sale | -100% | $2,218,722 | $102.01 | -21,750 | 0 | 07 Jul 2026 | by Trust |
| Jonathan M. Craig | SCHW | Common Stock | Options Exercise | 21,750 | 0 | 07 Jul 2026 | Direct | |||
| Jonathan M. Craig | SCHW | Nonqualified Stock Option (right to buy) | Options Exercise | -33.3% | -21,750 | 43,616 | 07 Jul 2026 | Direct | ||
| Jonathan S. Beatty | SCHW | Common Stock | Sale | -12.7% | $204,018 | $102.01 | -2,000 | 13,738 | 07 Jul 2026 | by Trust |
| Jonathan S. Beatty | SCHW | Common Stock | Sale | -11.3% | $200,015 | $100.01 | -2,000 | 15,738 | 06 Jul 2026 | by Trust |
| Jonathan S. Beatty | SCHW | Common Stock | Sale | -10.1% | $194,059 | $97.03 | -2,000 | 17,738 | 02 Jul 2026 | by Trust |
| Stephen A. Ellis | SCHW | Restricted Stock Units | Award | 2.94% | 379 | 13,276 | 01 Jul 2026 | Direct | ||
| Frank C. Herringer | SCHW | Restricted Stock Units | Award | 0.3% | 457 | 152,751 | 01 Jul 2026 | Direct | ||
| Charles A. Ruffel | SCHW | Nonqualified Stock Option (right to buy) | Award | 1,280 | 1,280 | 01 Jul 2026 | Direct | |||
| Marianne Catherine Brown | SCHW | Restricted Stock Units | Award | 5.32% | 418 | 8,269 | 01 Jul 2026 | Direct | ||
| Jonathan S. Beatty | SCHW | Common Stock | Tax liability | -3.09% | -1,036 | 32,459 | 01 Jul 2026 | Direct | ||
| Stephen A. Ellis | SCHW | Common Stock | Options Exercise | 43.5% | 2,258 | 7,445 | 23 Jun 2026 | Direct | ||
| Stephen A. Ellis | SCHW | Nonqualified Stock Option (right to buy) | Options Exercise | -100% | -2,258 | 0 | 23 Jun 2026 | Direct | ||
| Michael D. Verdeschi | SCHW | Common Stock | Tax liability | -12.1% | -6,519 | 47,442 | 03 Jun 2026 | Direct | ||
| Richard A. Wurster | SCHW | Common Stock | Purchase | 11.2% | $1,849,512 | $84.23 | 21,959 | 218,409 | 28 May 2026 | Direct |
| John K. Adams Jr. | SCHW | Common Stock | Award | 3.26% | 1,602 | 50,711 | 26 May 2026 | Direct | ||
| John K. Adams Jr. | SCHW | Nonqualified Stock Option (right to buy) | Award | 3,977 | 3,977 | 26 May 2026 | Direct | |||
| Charles A. Ruffel | SCHW | Common Stock | Award | 16.4% | 1,602 | 11,381 | 26 May 2026 | Direct | ||
| Charles A. Ruffel | SCHW | Nonqualified Stock Option (right to buy) | Award | 3,977 | 3,977 | 26 May 2026 | Direct |
* marks a reported price that did not pass the local price check.