Top Holder
SCHWAB CHARLES R
Insiders Tracked
30
Latest Activity
2026-01-02
Director
Total Shares
71,365.839
Last Reported
2025-05-27
| Security Title | Amount Owned | Ownership | Date Reported | Filing | Security Type |
|---|---|---|---|---|---|
Common Stock | 48,666.839 | Direct | 2025-05-27 | View Filing | nonDerivative |
Nonqualified Stock Option (right to buy)Conv/Ex Price: $88.63Exp: 2035-05-27 | 3,646 | Direct | 2025-05-27 | View Filing | derivative |
Nonqualified Stock Option (right to buy)Conv/Ex Price: $70.79Exp: 2034-05-28 | 4,496 | Direct | 2024-05-28 | View Filing | derivative |
Nonqualified Stock Option (right to buy)Conv/Ex Price: $62.6600Exp: 2032-05-19 | 4,703 | Direct | 2022-05-19 | View Filing | derivative |
Nonqualified Stock Option (right to buy)Conv/Ex Price: $73.0000Exp: 2031-05-17 | 4,390 | Direct | 2021-05-17 | View Filing | derivative |
Nonqualified Stock Option (right to buy)Conv/Ex Price: $51.97Exp: 2033-05-22 | 5,464 | Direct | 2023-05-22 | View Filing | derivative |
MD, Head of Advisor Services
Total Shares
87,359
Last Reported
2025-12-23
Co-Chairman
Total Shares
2,653,148.714
Last Reported
2025-11-10
Director
Total Shares
51,557.8
Last Reported
2026-01-02
MD Head of Advisor Services
Total Shares
460,638.128
Last Reported
2024-06-12
MD, Head of Investor Services
Total Shares
390,285
Last Reported
2025-05-21
CFO
Total Shares
326,124
Last Reported
2024-04-24
Director
Total Shares
485,456
Last Reported
2025-05-27
Director
Total Shares
50,372
Last Reported
2025-07-29
Director
Total Shares
180,190.136
Last Reported
2026-01-02
Insider activity at SCHW in 2026 has focused on long-term equity retention. By monitoring SEC Form 4 filings, you can see if executives are increasing their skin in the game through RSU vests or diversifying their portfolios through scheduled sales.
You can track all SCHW insider holdings right here on Insider Worth. We aggregate SEC Form 4 filings to show you the real-time portfolio of stocks, RSUs, and options held by every SCHW executive and director.
Direct Ownership means the shares are held in the insider's own name. Indirect Ownership means the shares are held through a trust, family member, 401(k), or another entity. Both represent the insider's economic interest in SCHW.
RSUs are a form of compensation where an employer promises to give shares to an employee in the future, usually after a vesting period. Unlike options, RSUs always have value unless the stock price drops to zero.
Insiders sell for many reasons: tax planning, diversifying assets, or personal liquidity. While buying stock often signals confidence, selling doesn't always mean they lack faith in SCHW. It's important to look for patterns or large clusters of selling across the executive team.
A Form 4 is a document filed with the SEC whenever there is a change in an insider's ownership of company stock. It must be filed within two business days of the transaction. Insider Worth aggregates these filings to show you the complete picture of executive holdings.