| Name | Role | Date | Shares | Price | Value |
|---|---|---|---|---|---|
| Jonathan S. Beatty | MD Head of Advisor Services | 2025-11-12 | 3,072 | $98.00 | $301.06kSell |
| Jonathan S. Beatty | MD Head of Advisor Services | 2025-11-12 | 3,072 | $46.39 | $142.51kBuy |
| Jonathan M. Craig | MD Head of Investor Services | 2025-11-07 | 35,188 | $95.35 | $3.36MSell |
| Jonathan M. Craig | MD Head of Investor Services | 2025-11-07 | 35,188 | $41.98 | $1.48MSell |
| Charles R. Schwab | Co-Chairman | 2025-10-29 | 44,750 | $94.52 | $4.23MSell |
| Charles R. Schwab | Co-Chairman | 2025-10-28 | 64,400 | $94.01 | $6.05MSell |
| Carolyn Schwabpomerantz | Director | 2025-10-02 | 9,600 | $92.56 | $888.53kSell |
| Carolyn Schwabpomerantz | Director | 2025-10-02 | 14,400 | $92.55 | $1.33MSell |
| Paul V. Woolway | MD Chief Banking Officer | 2025-10-01 | 1,913 | $93.05 | $178.00kSell |
| Paul V. Woolway | MD Chief Banking Officer | 2025-10-01 | 1,292 | $93.74 | $121.12kSell |
| Name | Hold | Shares | Value | Type |
|---|---|---|---|---|
| Charles R. Schwab | 12.02% | 213,531,702 | $20.03B | Insider |
| Vanguard Group Inc | 8.53% | 151,585,214 | $14.22B | Institution |
| Blackrock Inc | 7.44% | 132,280,754 | $12.41B | Institution |
| Dodge Cox | 4.67% | 83,043,253 | $7.79B | Institution |
| State Street Corp | 4.12% | 73,156,290 | $6.86B | Institution |
| Jpmorgan Chase Co | 3.41% | 60,587,654 | $5.68B | Institution |
| Price T Rowe Associates Inc | 3.23% | 57,444,595 | $5.39B | Institution |
| Geode Capital Management LLC | 2.11% | 37,569,398 | $3.52B | Institution |
| Fmr LLC | 1.77% | 31,525,696 | $2.96B | Institution |
| Franklin Resources Inc | 1.69% | 30,106,349 | $2.82B | Institution |