Schwab Charles Corp

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Schwab Charles Corp
TickerSCHW
CIK #0000316709
CUSIP808513105
SectorFinance - Security Brokers, Dealers & Flotation Companies
Address211 Main Street, San Francisco, CA 94105
Source [EDGAR]
CIK Filing 2011 - 2026
[0000316709] 10-K
[0000316709] 10-Q
[0000316709] 3
[0000316709] 4
[0000316709] 5
[0000316709] 8-K
[0000316709] SC 13D
[0000316709] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC Schwab Charles Corp [2026-04-29] 0.0
Dodge & Cox Schwab Charles Corp [2024-11-13] 81945.0
BlackRock Inc Schwab Charles Corp [2021-01-29] 5.5
Toronto Dominion Bank Schwab Charles Corp [2020-10-16] 0.87
Schwab Charles Corp TD Ameritrade Holding Corp [2019-12-04] 52.9
Price T Rowe Associates Inc /MD/ Schwab Charles Corp [2019-02-14] 5.8
BlackRock Inc Schwab Charles Corp [2017-01-30] 6.0
Vanguard Group Inc Schwab Charles Corp [2016-02-11] 5.23
PRIMECAP Management Co/CA/ Schwab Charles Corp [2012-03-07] 5.09
Dodge & Cox Schwab Charles Corp [2012-02-10] 6.5
PRIMECAP Management Co/CA/ Schwab Charles Corp [2012-01-09] 5.01
Form 3/4/5 Filer 2011 - 2026
Schwab Charles Corp
Beatty Jonathan S
Ruffel Charles A
Herringer Frank C
Ellis Stephen A
Brown Marianne Catherine
Verdeschi Michael D
Adams John K Jr
Wurster Richard A
Dea Joan
Schwab-Pomerantz Carolyn
Dodds Christopher V
Sneed Paula A
Sarin Arun
Schwab Charles R
Woolway Paul V
Craig Jonathan M
Murtagh Nigel J
Howard Dennis
Bettinger Walter W
Morgan Peter J III
Martin-Flickinger Gerri
Ricketts Todd M
Masrani Bharat
Clark Bernard J
Levitt Brian M
Crawford Peter B
Martinetto Joseph R
Goldfarb Mark A
Haraf William S
Walther Roger O
McLin Stephen T
Kallsen Terri R
Chandoha Marie A
Garfield David R
Wilson Robert N
Butcher C Preston
Bechtle Nancy H
Allen Jay L
McCool James D
Gill George A
Clendening John S
Brown Jeffrey T
Dwyer Carrie E
Brigeman Benjamin L
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Ellis Stephen A
Common Stock
2026-03-24 Option exercise 1,899 $28.38 53,894
Ellis Stephen A
Nonqualified Stock Option (right to buy) · derivative
2026-03-24 Option exercise 1,899 $1,899.00 3,606,201
Ellis Stephen A
Nonqualified Stock Option (right to buy) · derivative
2026-03-24 Option exercise 7,866 $7,866.00 61,873,956
Ellis Stephen A
Common Stock
2026-03-24 Option exercise 7,866 $28.96 227,799
Woolway Paul V
Common Stock
2026-03-03 Sell 3,626 $94.41 342,331
Woolway Paul V
Common Stock
2026-03-03 Sell 2,500 $94.89 237,225
Craig Jonathan M
Common Stock
2026-03-03 Sell 9,032 $94.42 852,801
Craig Jonathan M
Common Stock
2026-03-03 Sell 5,449 $94.89 517,056
Murtagh Nigel J
Common Stock
2026-03-03 Sell 2,740 $94.90 260,026
Howard Dennis
Common Stock
2026-03-03 Sell 3,839 $94.88 364,244
Murtagh Nigel J
Common Stock
2026-03-03 Sell 4,463 $94.43 421,441
Howard Dennis
Common Stock
2026-03-03 Sell 6,269 $94.43 591,982
Woolway Paul V
Common Stock
2026-03-02 Option exercise 15,884 $52.05 826,762
Verdeschi Michael D
Nonqualified Stock Option (right to buy) · derivative
2026-03-02 Grant 62,134 $0.00
Wurster Richard A
Nonqualified Stock Option (right to buy) · derivative
2026-03-02 Grant 230,411 $0.00
Murtagh Nigel J
Nonqualified Stock Option (right to buy) · derivative
2026-03-02 Grant 30,377 $0.00
Howard Dennis
Nonqualified Stock Option (right to buy) · derivative
2026-03-02 Grant 42,458 $0.00
Woolway Paul V
Common Stock
2026-03-02 Sell 7,942 $96.00 762,432
Beatty Jonathan S
Nonqualified Stock Option (right to buy) · derivative
2026-03-02 Grant 24,509 $0.00
Bettinger Walter W
Nonqualified Stock Option (right to buy) · derivative
2026-03-02 Grant 42,113 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 2,327 1,357,320,298
2025-12-31 2,326 1,411,152,996
2025-09-30 2,177 1,468,963,877
2025-06-30 2,144 1,439,292,398
2025-03-31 2,035 1,441,343,302
2024-12-31 1,990 1,442,562,639
2024-09-30 1,863 1,446,655,812
2024-06-30 1,908 1,461,381,819
2024-03-31 1,897 1,514,803,790
2023-12-31 1,892 1,506,554,294
2023-09-30 1,734 1,637,408,397
2023-06-30 1,784 1,212,412,943
Form 13F Holdings
Firm Period DFND Voting Shares
Fort Washington Investment Advisors Inc /OH/ [2026-06-30] SOLE 2,297,029 2,550,333
Assenagon Asset Management SA [2026-06-30] SOLE 1,743,958 1,743,958
Vaughan Nelson Investment Management LP [2026-06-30] DFND 972,995 1,337,145
Ninety One UK Ltd [2026-06-30] SOLE 798,506 1,052,531
Swedbank AB [2026-06-30] DFND 831,512 831,512
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 35,037 732,753
Caledonia Investments PLC [2026-06-30] SOLE 671,000 671,000
Crossmark Global Holdings Inc [2026-06-30] SOLE 554,130 554,130
Crown Oak Advisors LLC [2026-06-30] SOLE 471,770 471,770
Czech National Bank [2026-06-30] SOLE 465,323 465,323
Perpetual Ltd [2026-06-30] SOLE 441,284 441,284
PBU - The Pension Fund of Early Childhood & Youth Educators [2026-06-30] SOLE 2 411,152
Rockland Trust Co [2026-06-30] SOLE 374,672 391,413
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 361,080 361,080
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 327,673
PensionDanmark Pensionsforsikringsaktieselskab [2026-06-30] SOLE 0 326,492
Canada Post Corp Registered Pension Plan [2026-06-30] SOLE 263,922 263,922
QRG Capital Management Inc [2026-06-30] SOLE 258,708 258,708
Barlow Wealth Partners LLC [2026-06-30] SOLE 0 248,860
Talbot Financial LLC [2026-06-30] SOLE 0 247,559
Park National Corp /OH/ [2026-06-30] SOLE 243,572 244,711
Dudley & Shanley Inc [2026-06-30] SOLE 240,933 240,933
Cohen Capital Management Inc [2026-06-30] SOLE 212,385 212,385
Live Oak Private Wealth LLC [2026-06-30] SOLE 203,521 203,521
Addenda Capital Inc [2026-06-30] SOLE 202,662 202,662
United Asset Strategies Inc [2026-06-30] SOLE 145,834 196,428
Davenport & Company LLC [2026-06-30] SOLE 142,082 192,181
Cutler Investment Counsel LLC [2026-06-30] SOLE 186,700 186,829
Argent Capital Management LLC [2026-06-30] SOLE 186,032 186,032
Courant Investment Management LLC [2026-06-30] SOLE 183,499 183,499
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