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SCHW US​

Schwab Charles Corp(SCHW US)

$90.58-0.860.94%Ext:$90.18-0.400.45%(Market Closed · 23:59:50 UTC)

Overview

ProfileEntity Structure

Documents

SEC Filings
CategorizedChronologicalBy Owner

Financials & Metrics

FinancialsChartingShort InterestEmployees

SEC Filings by Owner

Insider Ownership

Schwab Charles R.(501)

  • 4Statement of changes in beneficial ownership28 Aug
  • 4Statement of changes in beneficial ownership26 Aug
  • 4Statement of changes in beneficial ownership19 Aug
  • 4Statement of changes in beneficial ownership13 Aug
  • 4Statement of changes in beneficial ownership11 Aug
  • 4Statement of changes in beneficial ownership10 Aug
  • 4Statement of changes in beneficial ownership4 Aug
  • 4Statement of changes in beneficial ownership30 Jul
  • 4Statement of changes in beneficial ownership28 Jul
  • 4Statement of changes in beneficial ownership26 May

HERRINGER FRANK C(144)

  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership6 Jul
  • 4Statement of changes in beneficial ownership27 May
  • 4Statement of changes in beneficial ownership29 Apr
  • 4Statement of changes in beneficial ownership2 Apr
  • 4Statement of changes in beneficial ownership6 Jan
  • 4Statement of changes in beneficial ownership3 Oct 2025
  • 4Statement of changes in beneficial ownership3 Jul 2025
  • 4Statement of changes in beneficial ownership29 May 2025
  • 4Statement of changes in beneficial ownership22 Apr 2025

BUTCHER C PRESTON(125)

  • 4Statement of changes in beneficial ownership9 May 2018
  • 4Statement of changes in beneficial ownership3 Apr 2018
  • 4Statement of changes in beneficial ownership8 Mar 2018
  • 4Statement of changes in beneficial ownership4 Jan 2018
  • 4Statement of changes in beneficial ownership19 Dec 2017
  • 4Statement of changes in beneficial ownership3 Oct 2017
  • 4Statement of changes in beneficial ownership5 Jul 2017
  • 4Statement of changes in beneficial ownership13 Jun 2017
  • 4Statement of changes in beneficial ownership22 May 2017
  • 4Statement of changes in beneficial ownership8 May 2017

Bettinger Walter W(112)

  • 4Statement of changes in beneficial ownership31 Aug
  • 4Statement of changes in beneficial ownership26 Aug
  • 4Statement of changes in beneficial ownership29 Jul
  • 4Statement of changes in beneficial ownership3 Mar
  • 4Statement of changes in beneficial ownership10 Feb
  • 4Statement of changes in beneficial ownership5 Feb
  • 4Statement of changes in beneficial ownership13 Nov 2025
  • 4Statement of changes in beneficial ownership31 Jul 2025
  • 4Statement of changes in beneficial ownership20 May 2025
  • 4Statement of changes in beneficial ownership4 Mar 2025

MCLIN STEPHEN T(95)

  • 4Statement of changes in beneficial ownership21 Apr 2020
  • 4Statement of changes in beneficial ownership3 Apr 2020
  • 4Statement of changes in beneficial ownership13 Feb 2020
  • 4Statement of changes in beneficial ownership7 Jan 2020
  • 4Statement of changes in beneficial ownership3 Jan 2020
  • 4Statement of changes in beneficial ownership2 Oct 2019
  • 4Statement of changes in beneficial ownership22 Aug 2019
  • 4Statement of changes in beneficial ownership3 Jul 2019
  • 4Statement of changes in beneficial ownership6 Jun 2019
  • 4Statement of changes in beneficial ownership21 May 2019

Ellis Stephen A(90)

  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership25 Sep
  • 4Statement of changes in beneficial ownership6 Jul
  • 4Statement of changes in beneficial ownership25 Jun
  • 4Statement of changes in beneficial ownership27 May
  • 4Statement of changes in beneficial ownership2 Apr
  • 4Statement of changes in beneficial ownership25 Mar
  • 4Statement of changes in beneficial ownership3 Mar
  • 4Statement of changes in beneficial ownership6 Jan
  • 4Statement of changes in beneficial ownership18 Dec 2025

MARTINETTO JOSEPH R(86)

  • 4Statement of changes in beneficial ownership22 Apr 2024
  • 4Statement of changes in beneficial ownership18 Apr 2024
  • 4Statement of changes in beneficial ownership5 Mar 2024
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES6 Mar 2023
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES1 Mar 2023
  • 4Statement of changes in beneficial ownership3 Mar 2022
  • 5Annual statement of beneficial ownership28 Jan 2022
  • 4Statement of changes in beneficial ownership27 Oct 2021
  • 4Statement of changes in beneficial ownership25 Oct 2021
  • 4Statement of changes in beneficial ownership15 Oct 2021

Dwyer Carrie E(69)

  • 4Statement of changes in beneficial ownership18 Apr 2014
  • 4Statement of changes in beneficial ownership21 Mar 2014
  • 4Statement of changes in beneficial ownership10 Mar 2014
  • 4/AStatement of changes in beneficial ownership (amendment)11 Mar 2014
  • 4Statement of changes in beneficial ownership5 Mar 2014
  • 4Statement of changes in beneficial ownership12 Nov 2013
  • 4Statement of changes in beneficial ownership8 Nov 2013
  • 4/AStatement of changes in beneficial ownership (amendment)5 Nov 2013
  • 4Statement of changes in beneficial ownership4 Nov 2013
  • 4Statement of changes in beneficial ownership16 Oct 2013

SNEED PAULA A(68)

  • 4Statement of changes in beneficial ownership10 Aug
  • 4Statement of changes in beneficial ownership27 May
  • 4Statement of changes in beneficial ownership14 Nov 2025
  • 4Statement of changes in beneficial ownership29 May 2025
  • 4Statement of changes in beneficial ownership30 May 2024
  • 4Statement of changes in beneficial ownership26 Oct 2023
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES24 May 2023
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES8 Feb 2023
  • 4Statement of changes in beneficial ownership23 May 2022
  • 4Statement of changes in beneficial ownership24 Aug 2021

Clark Bernard J.(67)

  • 4Statement of changes in beneficial ownership14 Jun 2024
  • 4Statement of changes in beneficial ownership30 May 2024
  • 4Statement of changes in beneficial ownership5 Mar 2024
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES20 Mar 2023
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES6 Mar 2023
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES1 Mar 2023
  • 4Statement of changes in beneficial ownership3 Mar 2022
  • 4/AStatement of changes in beneficial ownership (amendment)7 Apr 2022
  • 4Statement of changes in beneficial ownership27 Oct 2021
  • 4Statement of changes in beneficial ownership25 Oct 2021

Craig Jonathan M.(64)

  • 4Statement of changes in beneficial ownership17 Aug
  • 4Statement of changes in beneficial ownership7 Aug
  • 4Statement of changes in beneficial ownership9 Jul
  • 4Statement of changes in beneficial ownership15 Apr
  • 4Statement of changes in beneficial ownership5 Mar
  • 4Statement of changes in beneficial ownership3 Mar
  • 4Statement of changes in beneficial ownership10 Nov 2025
  • 4Statement of changes in beneficial ownership22 May 2025
  • 4Statement of changes in beneficial ownership2 May 2025
  • 4Statement of changes in beneficial ownership10 Mar 2025

Murtagh Nigel J(58)

  • 4Statement of changes in beneficial ownership10 Aug
  • 4Statement of changes in beneficial ownership29 Jul
  • 4Statement of changes in beneficial ownership23 Jul
  • 4Statement of changes in beneficial ownership15 Apr
  • 4Statement of changes in beneficial ownership5 Mar
  • 4Statement of changes in beneficial ownership3 Mar
  • 4Statement of changes in beneficial ownership14 Nov 2025
  • 4Statement of changes in beneficial ownership31 Jul 2025
  • 4Statement of changes in beneficial ownership20 Jun 2025
  • 4Statement of changes in beneficial ownership30 May 2025

Ruffel Charles A.(54)

  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership6 Jul
  • 4Statement of changes in beneficial ownership28 May
  • 4Statement of changes in beneficial ownership2 Apr
  • 4Statement of changes in beneficial ownership6 Jan
  • 4Statement of changes in beneficial ownership20 Nov 2025
  • 4Statement of changes in beneficial ownership3 Oct 2025
  • 4Statement of changes in beneficial ownership3 Jul 2025
  • 4Statement of changes in beneficial ownership29 May 2025
  • 4Statement of changes in beneficial ownership22 May 2025

WALTHER ROGER O(48)

  • 4Statement of changes in beneficial ownership19 Nov 2020
  • 4Statement of changes in beneficial ownership18 Nov 2020
  • 4Statement of changes in beneficial ownership16 Nov 2020
  • 4Statement of changes in beneficial ownership18 May 2020
  • 4Statement of changes in beneficial ownership16 Mar 2020
  • 4Statement of changes in beneficial ownership21 May 2019
  • 4Statement of changes in beneficial ownership21 Mar 2019
  • 4Statement of changes in beneficial ownership21 May 2018
  • 4Statement of changes in beneficial ownership6 Apr 2018
  • 4Statement of changes in beneficial ownership22 May 2017

WILSON ROBERT N(46)

  • 4Statement of changes in beneficial ownership14 Dec 2018
  • 4Statement of changes in beneficial ownership21 May 2018
  • 4Statement of changes in beneficial ownership20 Oct 2017
  • 4Statement of changes in beneficial ownership22 May 2017
  • 4Statement of changes in beneficial ownership20 Apr 2017
  • 4Statement of changes in beneficial ownership23 May 2016
  • 4Statement of changes in beneficial ownership19 Apr 2016
  • 4Statement of changes in beneficial ownership19 May 2015
  • 4Statement of changes in beneficial ownership23 Mar 2015
  • 4Statement of changes in beneficial ownership21 May 2014

Schwab-Pomerantz Carolyn(45)

  • 4Statement of changes in beneficial ownership27 Aug
  • 4Statement of changes in beneficial ownership7 Aug
  • 4Statement of changes in beneficial ownership5 Aug
  • 4Statement of changes in beneficial ownership30 Jul
  • 4Statement of changes in beneficial ownership28 May
  • 4Statement of changes in beneficial ownership6 May
  • 4Statement of changes in beneficial ownership26 Jan
  • 4Statement of changes in beneficial ownership13 Nov 2025
  • 4Statement of changes in beneficial ownership3 Oct 2025
  • 4Statement of changes in beneficial ownership5 Sep 2025

BECHTLE NANCY H(44)

  • 4Statement of changes in beneficial ownership7 Aug 2017
  • 4Statement of changes in beneficial ownership22 May 2017
  • 4Statement of changes in beneficial ownership26 Apr 2017
  • 4Statement of changes in beneficial ownership21 Dec 2016
  • 4Statement of changes in beneficial ownership23 May 2016
  • 4Statement of changes in beneficial ownership16 May 2016
  • 4Statement of changes in beneficial ownership20 Nov 2015
  • 4Statement of changes in beneficial ownership1 Jun 2015
  • 4Statement of changes in beneficial ownership19 May 2015
  • 4Statement of changes in beneficial ownership1 Apr 2015

Chandoha Marie A(44)

  • 4Statement of changes in beneficial ownership5 Mar 2019
  • 4Statement of changes in beneficial ownership5 Mar 2019
  • 4Statement of changes in beneficial ownership6 Nov 2018
  • 4Statement of changes in beneficial ownership16 Oct 2018
  • 4Statement of changes in beneficial ownership30 May 2018
  • 4Statement of changes in beneficial ownership1 May 2018
  • 4Statement of changes in beneficial ownership30 Apr 2018
  • 4Statement of changes in beneficial ownership23 Apr 2018
  • 4Statement of changes in beneficial ownership6 Mar 2018
  • 4Statement of changes in beneficial ownership5 Mar 2018

Crawford Peter B.(44)

  • 4Statement of changes in beneficial ownership26 Apr 2024
  • 4Statement of changes in beneficial ownership18 Apr 2024
  • 4Statement of changes in beneficial ownership5 Mar 2024
  • 4Statement of changes in beneficial ownership1 Mar 2024
  • 4Statement of changes in beneficial ownership20 Feb 2024
  • 4Statement of changes in beneficial ownership24 Jan 2024
  • 4Statement of changes in beneficial ownership4 Dec 2023
  • 4Statement of changes in beneficial ownership7 Nov 2023
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES20 Sep 2023
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES14 Mar 2023

Allen Jay L(42)

  • 4Statement of changes in beneficial ownership12 Jun 2015
  • 4Statement of changes in beneficial ownership10 Mar 2015
  • 4Statement of changes in beneficial ownership4 Mar 2015
  • 4Statement of changes in beneficial ownership7 Nov 2014
  • 4Statement of changes in beneficial ownership5 Nov 2014
  • 4Statement of changes in beneficial ownership22 Aug 2014
  • 4Statement of changes in beneficial ownership5 Aug 2014
  • 4Statement of changes in beneficial ownership4 Aug 2014
  • 4Statement of changes in beneficial ownership21 Mar 2014
  • 4Statement of changes in beneficial ownership10 Mar 2014

McCool James D(41)

  • 4Statement of changes in beneficial ownership9 Jun 2015
  • 4Statement of changes in beneficial ownership10 Mar 2015
  • 4Statement of changes in beneficial ownership4 Mar 2015
  • 4Statement of changes in beneficial ownership5 Nov 2014
  • 4Statement of changes in beneficial ownership18 Sep 2014
  • 4Statement of changes in beneficial ownership25 Aug 2014
  • 4Statement of changes in beneficial ownership5 Aug 2014
  • 4Statement of changes in beneficial ownership22 Jul 2014
  • 4Statement of changes in beneficial ownership5 Mar 2014
  • 4Statement of changes in beneficial ownership11 Dec 2013

Kallsen Terri R(38)

  • 4Statement of changes in beneficial ownership7 Mar 2019
  • 4Statement of changes in beneficial ownership5 Mar 2019
  • 4Statement of changes in beneficial ownership4 Dec 2018
  • 4Statement of changes in beneficial ownership7 Nov 2018
  • 4Statement of changes in beneficial ownership24 Apr 2018
  • 4Statement of changes in beneficial ownership8 Mar 2018
  • 4Statement of changes in beneficial ownership5 Mar 2018
  • 4Statement of changes in beneficial ownership1 Mar 2018
  • 4Statement of changes in beneficial ownership8 Feb 2018
  • 4Statement of changes in beneficial ownership4 Jan 2018

DODDS CHRISTOPHER V(36)

  • 4Statement of changes in beneficial ownership27 May
  • 4Statement of changes in beneficial ownership10 Feb
  • 4Statement of changes in beneficial ownership29 May 2025
  • 4Statement of changes in beneficial ownership20 Nov 2024
  • 4Statement of changes in beneficial ownership30 May 2024
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES24 May 2023
  • 4Statement of changes in beneficial ownership23 May 2022
  • 4Statement of changes in beneficial ownership19 Oct 2021
  • 4Statement of changes in beneficial ownership19 May 2021
  • 4Statement of changes in beneficial ownership24 Feb 2021

Morgan Peter J. III(34)

  • 4Statement of changes in beneficial ownership27 Jul
  • 4Statement of changes in beneficial ownership3 Mar
  • 4Statement of changes in beneficial ownership3 Feb
  • 4Statement of changes in beneficial ownership29 Aug 2025
  • 4Statement of changes in beneficial ownership23 May 2025
  • 4Statement of changes in beneficial ownership4 Mar 2025
  • 4Statement of changes in beneficial ownership24 Jan 2025
  • 4Statement of changes in beneficial ownership18 Apr 2024
  • 4Statement of changes in beneficial ownership5 Mar 2024
  • 4Statement of changes in beneficial ownership4 Dec 2023

Masrani Bharat(30)

  • 4Statement of changes in beneficial ownership6 Jan 2025
  • 4Statement of changes in beneficial ownership3 Oct 2024
  • 4Statement of changes in beneficial ownership3 Jul 2024
  • 4Statement of changes in beneficial ownership30 May 2024
  • 4Statement of changes in beneficial ownership24 May 2024
  • 4Statement of changes in beneficial ownership21 May 2024
  • 4Statement of changes in beneficial ownership3 Apr 2024
  • 4Statement of changes in beneficial ownership4 Jan 2024
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES4 Oct 2023
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES6 Jul 2023

Sarin Arun(29)

  • 4Statement of changes in beneficial ownership27 May
  • 4Statement of changes in beneficial ownership14 May
  • 4Statement of changes in beneficial ownership29 May 2025
  • 4Statement of changes in beneficial ownership27 Jan 2025
  • 4Statement of changes in beneficial ownership30 May 2024
  • 4Statement of changes in beneficial ownership18 Apr 2024
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES24 May 2023
  • 4Statement of changes in beneficial ownership19 May 2022
  • 4Statement of changes in beneficial ownership28 May 2021
  • 4Statement of changes in beneficial ownership19 May 2021

Brown Marianne Catherine(29)

  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership6 Jul
  • 4Statement of changes in beneficial ownership27 May
  • 4Statement of changes in beneficial ownership2 Apr
  • 4Statement of changes in beneficial ownership6 Jan
  • 4Statement of changes in beneficial ownership3 Oct 2025
  • 4Statement of changes in beneficial ownership3 Jul 2025
  • 4Statement of changes in beneficial ownership29 May 2025
  • 4Statement of changes in beneficial ownership3 Apr 2025
  • 4Statement of changes in beneficial ownership6 Jan 2025

Brigeman Benjamin L(27)

  • 4Statement of changes in beneficial ownership6 Feb 2012
  • 4Statement of changes in beneficial ownership7 Nov 2011
  • 4Statement of changes in beneficial ownership4 Nov 2011
  • 4Statement of changes in beneficial ownership2 Nov 2011
  • 4Statement of changes in beneficial ownership5 Oct 2011
  • 4Statement of changes in beneficial ownership3 Aug 2011
  • 4Statement of changes in beneficial ownership22 Apr 2011
  • 4Statement of changes in beneficial ownership19 Apr 2011
  • 4Statement of changes in beneficial ownership3 Mar 2011
  • 5Annual statement of beneficial ownership24 Jan 2011

Sasson Gideon(26)

  • 4PRIMARY DOCUMENT19 Jun 2007
  • 4PRIMARY DOCUMENT21 May 2007
  • 4PRIMARY DOCUMENT15 May 2007
  • 4PRIMARY DOCUMENT8 May 2007
  • 4PRIMARY DOCUMENT3 May 2007
  • 4PRIMARY DOCUMENT27 Apr 2007
  • 4PRIMARY DOCUMENT20 Apr 2007
  • 4PRIMARY DOCUMENT19 Apr 2007
  • 4PRIMARY DOCUMENT2 Feb 2007
  • 4PRIMARY DOCUMENT8 Nov 2006

Goldfarb Mark A(26)

  • 4Statement of changes in beneficial ownership18 Apr 2024
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES24 May 2023
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES16 Mar 2023
  • 4Statement of changes in beneficial ownership19 May 2022
  • 4Statement of changes in beneficial ownership22 Nov 2021
  • 4Statement of changes in beneficial ownership25 May 2021
  • 4Statement of changes in beneficial ownership19 May 2021
  • 4Statement of changes in beneficial ownership11 Feb 2021
  • 4Statement of changes in beneficial ownership18 May 2020
  • 4Statement of changes in beneficial ownership20 Apr 2020

Clendening John S(25)

  • 4Statement of changes in beneficial ownership5 Nov 2014
  • 4Statement of changes in beneficial ownership14 Aug 2014
  • 4Statement of changes in beneficial ownership5 Aug 2014
  • 4Statement of changes in beneficial ownership22 Jul 2014
  • 4Statement of changes in beneficial ownership5 Mar 2014
  • 4Statement of changes in beneficial ownership25 Nov 2013
  • 4Statement of changes in beneficial ownership12 Nov 2013
  • 4Statement of changes in beneficial ownership5 Nov 2013
  • 4Statement of changes in beneficial ownership5 Aug 2013
  • 4Statement of changes in beneficial ownership22 May 2013

Wurster Richard A(24)

  • 4Statement of changes in beneficial ownership28 May
  • 4Statement of changes in beneficial ownership3 Mar
  • 4Statement of changes in beneficial ownership31 Jul 2025
  • 4Statement of changes in beneficial ownership12 May 2025
  • 4Statement of changes in beneficial ownership7 May 2025
  • 4Statement of changes in beneficial ownership4 Mar 2025
  • 4Statement of changes in beneficial ownership28 Oct 2024
  • 4Statement of changes in beneficial ownership19 Jul 2024
  • 4Statement of changes in beneficial ownership5 Mar 2024
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES7 Jun 2023

Gill George A.(21)

  • 4Statement of changes in beneficial ownership5 Nov 2014
  • 4Statement of changes in beneficial ownership5 Aug 2014
  • 4Statement of changes in beneficial ownership16 May 2014
  • 4Statement of changes in beneficial ownership5 Mar 2014
  • 4Statement of changes in beneficial ownership22 Jan 2014
  • 4Statement of changes in beneficial ownership6 Jan 2014
  • 4/AStatement of changes in beneficial ownership (amendment)14 Jan 2014
  • 4Statement of changes in beneficial ownership6 Nov 2013
  • 4Statement of changes in beneficial ownership5 Nov 2013
  • 4/AStatement of changes in beneficial ownership (amendment)14 Jan 2014

Beatty Jonathan S(20)

  • 4Statement of changes in beneficial ownership18 Aug
  • 4Statement of changes in beneficial ownership21 Jul
  • 4Statement of changes in beneficial ownership8 Jul
  • 4Statement of changes in beneficial ownership6 Jul
  • 4Statement of changes in beneficial ownership4 Mar
  • 4Statement of changes in beneficial ownership3 Mar
  • 4Statement of changes in beneficial ownership23 Jan
  • 4Statement of changes in beneficial ownership29 Dec 2025
  • 4Statement of changes in beneficial ownership14 Nov 2025
  • 4Statement of changes in beneficial ownership29 Aug 2025

Woolway Paul V(20)

  • 4Statement of changes in beneficial ownership16 Apr
  • 4Statement of changes in beneficial ownership3 Mar
  • 4Statement of changes in beneficial ownership12 Nov 2025
  • 4Statement of changes in beneficial ownership30 Oct 2025
  • 4Statement of changes in beneficial ownership2 Oct 2025
  • 4Statement of changes in beneficial ownership3 Sep 2025
  • 4Statement of changes in beneficial ownership5 Aug 2025
  • 4Statement of changes in beneficial ownership2 Jul 2025
  • 4Statement of changes in beneficial ownership20 Jun 2025
  • 4Statement of changes in beneficial ownership3 Jun 2025

ADAMS JOHN K JR(18)

  • 4Statement of changes in beneficial ownership28 May
  • 4Statement of changes in beneficial ownership29 May 2025
  • 4Statement of changes in beneficial ownership31 May 2024
  • 4Statement of changes in beneficial ownership26 Mar 2024
  • 4/AStatement of changes in beneficial ownership (amendment)28 Mar 2024
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES24 May 2023
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES14 Mar 2023
  • 4Statement of changes in beneficial ownership23 May 2022
  • 4Statement of changes in beneficial ownership19 May 2021
  • 4Statement of changes in beneficial ownership18 May 2020

MCWHINNEY DEBORAH D(16)

  • 4PRIMARY DOCUMENT3 May 2007
  • 4PRIMARY DOCUMENT27 Apr 2007
  • 4PRIMARY DOCUMENT28 Feb 2007
  • 4PRIMARY DOCUMENT27 Feb 2007
  • 4PRIMARY DOCUMENT1 Nov 2006
  • 4/APRIMARY DOCUMENT26 Dec 2006
  • 4PRIMARY DOCUMENT27 Jul 2006
  • 4PRIMARY DOCUMENT26 Jul 2006
  • 4PRIMARY DOCUMENT27 Feb 2006
  • 5PRIMARY DOCUMENT6 Jan 2006

Saeger Rebecca(16)

  • 5Annual statement of beneficial ownership24 Jan 2011
  • 4Statement of changes in beneficial ownership4 Nov 2010
  • 4Statement of changes in beneficial ownership3 Mar 2010
  • 4Statement of changes in beneficial ownership25 Nov 2009
  • 4Statement of changes in beneficial ownership23 Nov 2009
  • 4Statement of changes in beneficial ownership4 Nov 2009
  • 4PRIMARY DOCUMENT24 Nov 2008
  • 4PRIMARY DOCUMENT5 Nov 2008
  • 4PRIMARY DOCUMENT22 Aug 2008
  • 4PRIMARY DOCUMENT22 Apr 2008

Garfield David R(16)

  • 4Statement of changes in beneficial ownership5 Mar 2019
  • 4Statement of changes in beneficial ownership7 Nov 2018
  • 4Statement of changes in beneficial ownership7 May 2018
  • 4Statement of changes in beneficial ownership5 Mar 2018
  • 4Statement of changes in beneficial ownership7 Nov 2017
  • 4Statement of changes in beneficial ownership3 Nov 2017
  • 4Statement of changes in beneficial ownership6 Mar 2017
  • 4Statement of changes in beneficial ownership2 Mar 2017
  • 4Statement of changes in beneficial ownership7 Nov 2016
  • 4Statement of changes in beneficial ownership3 Mar 2016

Dea Joan(15)

  • 4Statement of changes in beneficial ownership28 May
  • 4Statement of changes in beneficial ownership26 May
  • 4Statement of changes in beneficial ownership31 Jul 2025
  • 4Statement of changes in beneficial ownership29 May 2025
  • 4Statement of changes in beneficial ownership30 May 2024
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES24 May 2023
  • 4Statement of changes in beneficial ownership19 May 2022
  • 4Statement of changes in beneficial ownership22 Nov 2021
  • 4Statement of changes in beneficial ownership19 May 2021
  • 4Statement of changes in beneficial ownership18 May 2020

SHULTZ GEORGE P(14)

  • 4PRIMARY DOCUMENT21 Jan 2005
  • 4PRIMARY DOCUMENT4 Jan 2005
  • 4PRIMARY DOCUMENT27 Dec 2004
  • 4PRIMARY DOCUMENT4 Oct 2004
  • 4PRIMARY DOCUMENT2 Jul 2004
  • 4PRIMARY DOCUMENT18 May 2004
  • 4PRIMARY DOCUMENT5 Apr 2004
  • 4PRIMARY DOCUMENT7 Jan 2004
  • 4PRIMARY DOCUMENT8 Oct 2003
  • 4PRIMARY DOCUMENT10 Jul 2003

Levitt Brian M(14)

  • 4Statement of changes in beneficial ownership30 May 2024
  • 4Statement of changes in beneficial ownership24 May 2024
  • 4Statement of changes in beneficial ownership21 May 2024
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES24 May 2023
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES23 May 2023
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES19 May 2023
  • 4Statement of changes in beneficial ownership26 Oct 2022
  • 4Statement of changes in beneficial ownership23 May 2022
  • 4Statement of changes in beneficial ownership19 May 2022
  • 4Statement of changes in beneficial ownership26 Oct 2021

Haraf William S(14)

  • 4Statement of changes in beneficial ownership19 May 2022
  • 4Statement of changes in beneficial ownership28 May 2021
  • 4Statement of changes in beneficial ownership19 May 2021
  • 4Statement of changes in beneficial ownership17 Feb 2021
  • 4Statement of changes in beneficial ownership18 May 2020
  • 4Statement of changes in beneficial ownership21 May 2019
  • 4Statement of changes in beneficial ownership21 May 2018
  • 4Statement of changes in beneficial ownership22 May 2017
  • 4Statement of changes in beneficial ownership23 May 2016
  • 4Statement of changes in beneficial ownership21 Jan 2016

ALDINGER WILLIAM F III(13)

  • 4PRIMARY DOCUMENT20 May 2009
  • 4PRIMARY DOCUMENT21 May 2008
  • 4PRIMARY DOCUMENT3 Oct 2007
  • 4PRIMARY DOCUMENT5 Jul 2007
  • 4PRIMARY DOCUMENT23 May 2007
  • 4PRIMARY DOCUMENT4 Apr 2007
  • 4PRIMARY DOCUMENT5 Jan 2007
  • 4/APRIMARY DOCUMENT7 Jun 2006
  • 4PRIMARY DOCUMENT24 May 2006
  • 4PRIMARY DOCUMENT28 Apr 2006

MAGNER MARJORIE(13)

  • 4PRIMARY DOCUMENT21 May 2008
  • 4PRIMARY DOCUMENT3 Oct 2007
  • 4PRIMARY DOCUMENT5 Jul 2007
  • 4PRIMARY DOCUMENT23 May 2007
  • 4PRIMARY DOCUMENT4 Apr 2007
  • 4PRIMARY DOCUMENT5 Jan 2007
  • 4PRIMARY DOCUMENT3 Oct 2006
  • 4PRIMARY DOCUMENT5 Jul 2006
  • 4PRIMARY DOCUMENT24 May 2006
  • 4/APRIMARY DOCUMENT7 Jun 2006

Ricketts Todd M(13)

  • 4Statement of changes in beneficial ownership29 May 2025
  • 4Statement of changes in beneficial ownership2 Apr 2025
  • 4Statement of changes in beneficial ownership30 May 2024
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES24 May 2023
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES14 Mar 2023
  • 4Statement of changes in beneficial ownership19 May 2022
  • 4Statement of changes in beneficial ownership20 Oct 2021
  • 4Statement of changes in beneficial ownership19 May 2021
  • 4Statement of changes in beneficial ownership26 Oct 2020
  • 3/AInitial statement of beneficial ownership (amendment)18 Dec 2020

FISHER DONALD G(12)

  • 4PRIMARY DOCUMENT20 May 2009
  • 4PRIMARY DOCUMENT31 Jul 2008
  • 4PRIMARY DOCUMENT21 May 2008
  • 4PRIMARY DOCUMENT23 May 2007
  • 4/APRIMARY DOCUMENT7 Jun 2006
  • 4PRIMARY DOCUMENT24 May 2006
  • 4PRIMARY DOCUMENT1 Mar 2006
  • 4PRIMARY DOCUMENT1 Mar 2006
  • 4PRIMARY DOCUMENT27 Feb 2006
  • 4PRIMARY DOCUMENT24 May 2005

POTTRUCK DAVID S(11)

  • 4PRIMARY DOCUMENT19 Apr 2004
  • 4PRIMARY DOCUMENT5 Apr 2004
  • 4PRIMARY DOCUMENT17 Mar 2004
  • 4PRIMARY DOCUMENT3 Mar 2004
  • 4PRIMARY DOCUMENT19 Feb 2004
  • 4PRIMARY DOCUMENT2 Feb 2004
  • 4PRIMARY DOCUMENT2 Feb 2004
  • 4PRIMARY DOCUMENT22 Jan 2004
  • 4PRIMARY DOCUMENT13 May 2003
  • 4Statement of changes in beneficial ownership18 Mar 2003

FRANK ANTHONY M(10)

  • 4PRIMARY DOCUMENT6 Jul 2004
  • 4PRIMARY DOCUMENT12 May 2004
  • 4PRIMARY DOCUMENT5 Apr 2004
  • 4PRIMARY DOCUMENT12 Feb 2004
  • 4PRIMARY DOCUMENT7 Jan 2004
  • 4PRIMARY DOCUMENT8 Oct 2003
  • 4PRIMARY DOCUMENT10 Jul 2003
  • 4PRIMARY DOCUMENT19 May 2003
  • 4Statement of changes in beneficial ownership9 Apr 2003
  • 4Statement of changes in beneficial ownership8 Jan 2003

Goldman Charles G(10)

  • 4PRIMARY DOCUMENT24 Nov 2008
  • 4PRIMARY DOCUMENT5 Nov 2008
  • 4PRIMARY DOCUMENT29 Aug 2008
  • 4PRIMARY DOCUMENT5 Nov 2007
  • 4PRIMARY DOCUMENT2 Oct 2007
  • 4PRIMARY DOCUMENT27 Apr 2007
  • 4PRIMARY DOCUMENT27 Feb 2007
  • 3PRIMARY DOCUMENT8 Feb 2007
  • 4PRIMARY DOCUMENT27 Jan 2005
  • 3PRIMARY DOCUMENT7 Jan 2005

YOFFIE DAVID B(9)

  • 4PRIMARY DOCUMENT10 May 2007
  • 4PRIMARY DOCUMENT7 Feb 2007
  • 4PRIMARY DOCUMENT24 May 2006
  • 4/APRIMARY DOCUMENT7 Jun 2006
  • 4PRIMARY DOCUMENT24 May 2005
  • 4PRIMARY DOCUMENT18 May 2004
  • 4PRIMARY DOCUMENT19 May 2003
  • 4PRIMARY DOCUMENT13 May 2003
  • 3PRIMARY DOCUMENT13 May 2003

SCHWAB CHARLES CORP(8)

  • 3PRIMARY DOCUMENT23 Jun 2006
  • 3Initial statement of beneficial ownership22 Jan 2004
  • 3PRIMARY DOCUMENT23 Jun 2006
  • 3PRIMARY DOCUMENT23 Jun 2006
  • 3PRIMARY DOCUMENT23 Jun 2006
  • 3PRIMARY DOCUMENT23 Jun 2006
  • 3PRIMARY DOCUMENT23 Jun 2006
  • 3PRIMARY DOCUMENT23 Jun 2006

LEEMON DANIEL O(8)

  • 4PRIMARY DOCUMENT5 Dec 2003
  • 4PRIMARY DOCUMENT17 Oct 2003
  • 4PRIMARY DOCUMENT23 Jul 2003
  • 4PRIMARY DOCUMENT19 Jun 2003
  • 4Statement of changes in beneficial ownership27 Feb 2003
  • 5Annual statement of beneficial ownership10 Feb 2003
  • 4Statement of changes in beneficial ownership29 Nov 2002
  • 4Statement of changes in beneficial ownership12 Nov 2002

Merk Randall W(8)

  • 4PRIMARY DOCUMENT6 Mar 2007
  • 4PRIMARY DOCUMENT27 Feb 2007
  • 4PRIMARY DOCUMENT1 Nov 2006
  • 4/APRIMARY DOCUMENT8 Feb 2006
  • 4PRIMARY DOCUMENT7 Feb 2006
  • 3PRIMARY DOCUMENT2 Feb 2006
  • 4PRIMARY DOCUMENT22 Mar 2005
  • 3PRIMARY DOCUMENT5 Jan 2005

MARTIN-FLICKINGER GERRI(8)

  • 4Statement of changes in beneficial ownership29 May 2025
  • 4Statement of changes in beneficial ownership30 May 2024
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES24 May 2023
  • 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES20 Mar 2023
  • 4Statement of changes in beneficial ownership19 May 2022
  • 4Statement of changes in beneficial ownership19 May 2021
  • 4Statement of changes in beneficial ownership26 Oct 2020
  • 3Initial statement of beneficial ownership7 Aug 2020

COGHLAN JOHN PHILIP(7)

  • 4PRIMARY DOCUMENT29 Jul 2003
  • 4PRIMARY DOCUMENT19 May 2003
  • 4Statement of changes in beneficial ownership28 Apr 2003
  • 4Statement of changes in beneficial ownership27 Feb 2003
  • 4Statement of changes in beneficial ownership6 Jan 2003
  • 4Statement of changes in beneficial ownership21 Nov 2002
  • 4Statement of changes in beneficial ownership12 Nov 2002

GORMAN LON(7)

  • 4PRIMARY DOCUMENT16 Oct 2003
  • 4PRIMARY DOCUMENT7 Oct 2003
  • 4PRIMARY DOCUMENT23 Jul 2003
  • 4Statement of changes in beneficial ownership27 Feb 2003
  • 4Statement of changes in beneficial ownership12 Nov 2002
  • 4Statement of changes in beneficial ownership1 Oct 2002
  • 4Statement of changes in beneficial ownership23 Sep 2002

Lyons Jeffrey M(7)

  • 4PRIMARY DOCUMENT17 Dec 2004
  • 4PRIMARY DOCUMENT1 Dec 2004
  • 4PRIMARY DOCUMENT30 Nov 2004
  • 4PRIMARY DOCUMENT18 Nov 2004
  • 4PRIMARY DOCUMENT4 Oct 2004
  • 4PRIMARY DOCUMENT28 Jul 2004
  • 3PRIMARY DOCUMENT7 Jul 2004

Hier-King Jan(7)

  • 4PRIMARY DOCUMENT27 Feb 2007
  • 4PRIMARY DOCUMENT26 Jan 2007
  • 4PRIMARY DOCUMENT1 Nov 2006
  • 4PRIMARY DOCUMENT9 Sep 2005
  • 4PRIMARY DOCUMENT4 Aug 2005
  • 4PRIMARY DOCUMENT28 Feb 2005
  • 3PRIMARY DOCUMENT5 Jan 2005

Howard Dennis(7)

  • 4Statement of changes in beneficial ownership17 Aug
  • 4Statement of changes in beneficial ownership4 Aug
  • 4Statement of changes in beneficial ownership30 Jul
  • 4Statement of changes in beneficial ownership5 Mar
  • 4Statement of changes in beneficial ownership3 Mar
  • 4Statement of changes in beneficial ownership27 Feb
  • 3Initial statement of beneficial ownership9 Feb

LEPORE DAWN G(6)

  • 4PRIMARY DOCUMENT24 Jul 2003
  • 4Statement of changes in beneficial ownership28 Apr 2003
  • 4Statement of changes in beneficial ownership4 Mar 2003
  • 4Statement of changes in beneficial ownership27 Feb 2003
  • 4Statement of changes in beneficial ownership6 Feb 2003
  • 4Statement of changes in beneficial ownership12 Nov 2002

WEBER ALAN J(6)

  • 4PRIMARY DOCUMENT4 Oct 2004
  • 4PRIMARY DOCUMENT24 Jul 2003
  • 4Statement of changes in beneficial ownership27 Feb 2003
  • 4Statement of changes in beneficial ownership12 Nov 2002
  • 4/AStatement of changes in beneficial ownership (amendment)31 Oct 2002
  • 4Statement of changes in beneficial ownership25 Oct 2002

ATWELL WILLIAM L(5)

  • 4PRIMARY DOCUMENT9 Sep 2005
  • 4PRIMARY DOCUMENT4 Oct 2004
  • 4PRIMARY DOCUMENT23 Jul 2003
  • 4Statement of changes in beneficial ownership27 Feb 2003
  • 4Statement of changes in beneficial ownership12 Nov 2002

BILNEY JODY L(5)

  • 4PRIMARY DOCUMENT4 Oct 2004
  • 4PRIMARY DOCUMENT23 Jul 2003
  • 4Statement of changes in beneficial ownership27 Feb 2003
  • 4Statement of changes in beneficial ownership12 Nov 2002
  • 4Statement of changes in beneficial ownership27 Sep 2002

MCLEOD MARY S(5)

  • 4PRIMARY DOCUMENT26 Feb 2004
  • 4PRIMARY DOCUMENT3 Nov 2003
  • 4PRIMARY DOCUMENT24 Jul 2003
  • 4Statement of changes in beneficial ownership27 Feb 2003
  • 3Initial statement of beneficial ownership9 Jan 2003

PENNEY GEOFFREY J(5)

  • 4PRIMARY DOCUMENT26 Feb 2004
  • 4PRIMARY DOCUMENT5 Feb 2004
  • 4PRIMARY DOCUMENT24 Jul 2003
  • 4Statement of changes in beneficial ownership27 Feb 2003
  • 3Initial statement of beneficial ownership9 Jan 2003

Verdeschi Michael D(5)

  • 4Statement of changes in beneficial ownership4 Jun
  • 4Statement of changes in beneficial ownership4 Mar
  • 4Statement of changes in beneficial ownership4 Jun 2025
  • 4Statement of changes in beneficial ownership4 Mar 2025
  • 3Initial statement of beneficial ownership1 Oct 2024

Scaturro Peter K(4)

  • 4PRIMARY DOCUMENT1 Nov 2006
  • 4PRIMARY DOCUMENT9 Sep 2005
  • 4PRIMARY DOCUMENT23 May 2005
  • 3PRIMARY DOCUMENT23 May 2005

Hathi Neesha(4)

  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership2 Sep
  • 4Statement of changes in beneficial ownership31 Aug
  • 3Initial statement of beneficial ownership10 Jul

MAURER JEFFREY S(3)

  • 4Statement of changes in beneficial ownership6 Dec 2002
  • 4Statement of changes in beneficial ownership18 Nov 2002
  • 4Statement of changes in beneficial ownership12 Nov 2002

Chafkin Jeremiah H(1)

  • 3PRIMARY DOCUMENT7 Jan 2005

Brown Jeffrey T(1)

  • 3Initial statement of beneficial ownership28 Apr 2014

Woulfe Tyler A.(1)

  • 3Initial statement of beneficial ownership10 Jul

≥5% Ownership

Schwab Charles R.(16)

  • SC 13D/ASchwab Charles Corp27 Feb 2023
  • SC 13D/ASchwab Charles Corp16 Nov 2020
  • SC 13D/ASchwab Charles Corp29 Nov 2019
  • SC 13D/ASchwab Charles Corp11 Jan 2018
  • SC 13D/ASchwab Charles Corp13 Aug 2015
  • SC 13D/ASchwab Charles Corp15 Oct 2014
  • SC 13D/ASchwab Charles Corp8 Jan 2013
  • SC 13D/ASchwab Charles Corp20 Jul 2012
  • SC 13D/ASchwab Charles Corp17 May 2011
  • SC 13D/ASchwab Charles Corp10 Jul 2007

SCHWAB CHARLES CORP(14)

  • SC 13DTd Ameritrade Holding Corp4 Dec 2019
  • SC 13DoptionsXpress Holdings, Inc.28 Mar 2011
  • SC 13DSoundview Technology Group Inc22 Jan 2004
  • SC 13G/AE Loan Inc30 May 2003
  • SC 13GE Loan Inc3 Dec 2002
  • SC 13D/AE Loan Inc13 Sep 2002
  • SC 13D/AE Loan Inc17 Apr 2002
  • SC 13DE Loan Inc6 Mar 2002
  • SC 13G/AE Loan Inc8 Feb 2002
  • SC 13GE Loan Inc23 Jun 2000

DODGE & COX(12)

  • SC 13GSchwab Charles Corp13 Nov 2024
  • SC 13G/ASchwab Charles Corp11 Feb 2021
  • SC 13G/ASchwab Charles Corp13 Feb 2020
  • SC 13G/ASchwab Charles Corp14 Feb 2019
  • SC 13G/ASchwab Charles Corp13 Feb 2018
  • SC 13G/ASchwab Charles Corp20 Mar 2017
  • SC 13G/ASchwab Charles Corp14 Feb 2017
  • SC 13G/ASchwab Charles Corp12 Feb 2016
  • SC 13G/ASchwab Charles Corp13 Feb 2015
  • SC 13G/ASchwab Charles Corp13 Feb 2014

VANGUARD GROUP INC(11)

  • SC 13G/ASchwab Charles Corp26 Mar
  • SC 13G/ASchwab Charles Corp30 Apr 2025
  • SC 13G/ASchwab Charles Corp13 Feb 2024
  • SC 13G/ASchwab Charles Corp9 Feb 2023
  • SC 13G/ASchwab Charles Corp9 Feb 2022
  • SC 13G/ASchwab Charles Corp10 Feb 2021
  • SC 13G/ASchwab Charles Corp12 Feb 2020
  • SC 13G/ASchwab Charles Corp11 Feb 2019
  • SC 13G/ASchwab Charles Corp9 Feb 2018
  • SC 13G/ASchwab Charles Corp10 Feb 2017

BlackRock Inc.(8)

  • SC 13G/ASchwab Charles Corp31 Jan 2024
  • SC 13G/ASchwab Charles Corp7 Feb 2023
  • SC 13G/ASchwab Charles Corp1 Feb 2022
  • SC 13GSchwab Charles Corp29 Jan 2021
  • SC 13G/ASchwab Charles Corp5 Feb 2020
  • SC 13G/ASchwab Charles Corp4 Feb 2019
  • SC 13G/ASchwab Charles Corp8 Feb 2018
  • SC 13GSchwab Charles Corp30 Jan 2017

FMR CORP(5)

  • SC 13G/ASchwab Charles Corp14 Feb 2005
  • SC 13G/ASchwab Charles Corp17 Feb 2004
  • SC 13G/ASchwab Charles Corp10 Jun 2003
  • SC 13G/ASchwab Charles Corp14 Feb 2003
  • SC 13GSchwab Charles Corp14 Feb 2002

PRIMECAP MANAGEMENT CO/CA/(5)

  • SC 13G/ASchwab Charles Corp14 Feb 2014
  • SC 13G/ASchwab Charles Corp14 Feb 2013
  • SC 13GSchwab Charles Corp7 Mar 2012
  • SC 13G/ASchwab Charles Corp10 Feb 2012
  • SC 13GSchwab Charles Corp9 Jan 2012

TORONTO DOMINION BANK(4)

  • SC 13D/ASchwab Charles Corp12 Feb 2025
  • SC 13D/ASchwab Charles Corp23 Aug 2024
  • SC 13D/ASchwab Charles Corp3 Aug 2022
  • SC 13DSchwab Charles Corp16 Oct 2020

TRANSAMERICA CORP(3)

  • SC 13G/ASchwab Charles Corp16 Feb 1999
  • SC 13G/ASchwab Charles Corp17 Feb 1998
  • SC 13GSchwab Charles Corp13 Feb 1997

TCW GROUP INC(3)

  • SC 13G/ASchwab Charles Corp14 Feb 2005
  • SC 13G/ASchwab Charles Corp10 Feb 2004
  • SC 13GSchwab Charles Corp9 Feb 2004

PRICE T ROWE ASSOCIATES INC /MD/(2)

  • SC 13G/ASchwab Charles Corp14 Feb 2020
  • SC 13GSchwab Charles Corp14 Feb 2019

HOWARD RICE NEMEROVSKI CANADY ROBERTSON & FALK(1)

  • SC 13D/ASchwab Charles Corp3 Sep 1996

VANGUARD CAPITAL MANAGEMENT LLC(1)

  • SC 13GSchwab Charles Corp29 Apr