The Charles Schwab Corporation (SCHW)
NYSE: SCHW · Security Brokers, Dealers & Flotation Companies · Westlake, TX · filing with the SEC since 1994
Grade5.8
◀ Past 6.6● Present 5.6▶ Future 5.4
Who owns The Charles Schwab Corporation
As filed with the SECHolders of 5% or more
1
Vanguard Capital Management holds 7.18% of Common Stock, as its SCHEDULE 13G filed Apr 29, 2026 says.
Directors and officers
22
report now, of 39 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
Vanguard Capital Management
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock
Toronto Dominion Bank
SCHEDULE 13D/A · filed Feb 12, 2025 · Common Stock, par value $0.01 per share · reported falling below 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%, from 8.18% in Apr 30, 2025
What SCHW reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Charles Schwab Premier Bank, SSB
An entity · legal entity · owns, named in the 10-K filed Feb 25, 2026
Charles Schwab Trust Bank
An entity · legal entity · owns, named in the 10-K filed Feb 25, 2026
6 subsidiaries in 1 country, from the list filed with the 10-K filed Feb 25, 2026.
Insider tradesForm 4
93sales
1purchases
36sales on a scheduled plan
15people selling
$347Msold, in dollars
$1.8Mbought, in dollars
Open-market trades on Form 4 from Nov 10, 2025 to Nov 10, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 10, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window16 of 39 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Schwab Charles R | Co-Chairman | 29 | $201M | 0 | 0 | $0 |
| Bettinger Walter W | Co-Chairman | 10 | $91.8M | 0 | 0 | $0 |
| Schwab-Pomerantz Carolyn | director | 9 | $13.2M | 0 | 0 | $0 |
| Murtagh Nigel J | Chief Risk Officer | 8 | $11.5M | 8 | 0 | $0 |
| Craig Jonathan M. | MD, Head of Retail Investing | 6 | $10.5M | 6 | 0 | $0 |
| Howard Dennis | MD, Chief Tech, OPS & Data Off | 5 | $6.8M | 5 | 0 | $0 |
| Woolway Paul V | MD, Chief Banking Officer | 6 | $3.7M | 6 | 0 | $0 |
| Beatty Jonathan S | MD, Head of Advisor Services | 9 | $1.8M | 7 | 0 | $0 |
| Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | 4 | $1.6M | 4 | 0 | $0 |
| Morgan Peter J. III | General Counsel | 2 | $1.5M | 0 | 0 | $0 |
| Dodds Christopher V | EVP and CFO | 1 | $1.2M | 0 | 0 | $0 |
| Ellis Stephen A | director | 1 | $1.0M | 0 | 0 | $0 |
| Sneed Paula A | director | 1 | $600,000 | 0 | 0 | $0 |
| Herringer Frank C | director | 1 | $200,000 | 0 | 0 | $0 |
| Sarin Arun | director | 1 | $200,000 | 0 | 0 | $0 |
| Wurster Richard A | President & CEO | 0 | $0 | 0 | 1 | $1.8M |