The Charles Schwab Corporation SCHW Chief Executive

What Rick Wurster says in public, and what their own SEC filings show they own.

Rick Wurster

President & CEO · The Charles Schwab Corporation

CEO overseeing Schwab's diversification beyond rate-sensitive balance-sheet revenue into trading, lending, and digital assets.

What they own

Ownership

Skin in the game
23/ 70
Level 2Aligned

Wurster owns about 0% of The Charles Schwab Corporation, worth $21.8M at the last close.

SEC filings
27
Stake 223,004 reported shares ≈ 0.0% of shares outstanding — no 13G on file, so an estimate 4/35
Founder Not assessed — whether they founded the company has not been researched Not assessed
Tenure No start date on record, so tenure scores nothing 0/10
Track record Not assessed — their prior companies have not been researched Not assessed
Direction Net buyer — 21,959 shares bought on the open market, no sales — but an award of 62,140 shares came free 10/15
Discipline 1 late Form 4 in 27 filings 9/10

Nobody has researched this person's career yet, so founder and track record are left out of the score and of the total above.

Score = stake band (35) + founder (15) + tenure (10) + track record (15) + 12-month direction (−10…15) + filing discipline (10). An axis we have not researched is left out of the score and of the total it is shown over. Every input links to a filing or to our own research; the bands are ours.

Reported · Forms 3, 4, 5 223,004 Every lot on the person's own filings, as of May 28, 2026
Last open-market trade Buy · $1.8M May 28, 2026 · 21,959 shares at $84.23 · no 10b5-1 plan
Paper trail 1 late filing Form 4 covering a 2023-03-14 open-market purchase in SCHWAB CHARLES CORP was filed 2023-03-17, 3 business days later; Section 16 allows two.
Reported The Charles Schwab Corporation shares Forms 3, 4 and 5 · as of 2026-05-28
0100K200K300K 20222023202420252026 May 2026: net +22,220 shares across 1 movement (largest: buy +21,959)Mar 2026: net +39,261 shares across 2 movements (largest: award +62,140) 223,004

Dots mark the months the activity below moved the line. Hover one for that month's net move, how many movements it folds and the largest.

How the stake is held
SecurityHeld viaShares
Common StockDirect218,409
Common Stockby ESPP4,595
Reported as of 2026-05-28223,004
Held directly
98%
Vehicles
1 trust or entity
Last filing
May 28, 2026
Activity · last 12 months 3 events folded from 3 filing lines · Every filing on EDGAR ↗
DateTypeWhat happenedSharesPriceValueNote
May 28, 2026 Buy Open-market purchase +21,959 $84.23 $1.8M no 10b5-1 plan
Mar 1, 2026 Award Grant or award +62,140 — —
Mar 1, 2026 Tax Shares withheld for tax −22,879 $95.31 $2.2M
Every issuer Rick Wurster files as an insider of
CompanyRoleReportedBeneficial% of class
SCHW SCHWAB CHARLES CORP This page President & CEO 223,004
2026-05-28		 — —

Reported is every lot on the person's own Forms 3, 4 and 5 — direct and through trusts. Beneficial is the figure stated on the latest Schedule 13D/G cover page, which can exclude shares the person disclaims and include options exercisable within 60 days, so the two are never added together.

Paper trail

27 filings under CIK 0001889263 · captured 2026-09-05 · All filings on EDGAR ↗

On the record with shareholders

Earnings calls

  1. Q2 2026 Jul 21, 2026 Wurster's argument was that Schwab's record quarter is the product of a structural shift rather than a hot tape: investors are consolidating their whole financial lives at one firm, and Schwab already sits at the centre of the investing part of it. He led with 1.4 million new brokerage accounts and $120 billion of core net new assets, then spent most of his time on the two gaps he intends to close — advice, where Schwab holds about 2% of a $37 trillion retail market and only 5% of its own retail households pay for a fee-based solution, and lending, where 0.5% of Schwab clients use a lending product against an industry average near 4%. He was pointedly unromantic about the quarter's headline distractions: the SpaceX listing drew enormous engagement but 'did not meaningfully impact our NNA in any way', tokenisation gets a both-ways bet rather than a conviction bet, and the sports-gambling end of prediction markets, which he put at 90-95% of the volume, is one Schwab will not offer. Read the call · 8 quotes →
In their own words

Podcasts, interviews & articles

10 recorded appearances

2026

Podcast NYSE Inside the ICE House · May 20, 2026 · 17 min

Episode 533: Charles Schwab CEO Rick Wurster on The Power of Investing and Expanding Access

Wurster made the case for early financial education and compounding, and argued disciplined long-term investing beats emotional decision-making in volatile markets — with accessibility, low cost and service as Schwab's differentiators.

Watch or read →
Podcast The Master Investor Podcast with Wilfred Frost · Apr 1, 2026 · 41 min

Democratising Investing: Charles Schwab CEO Rick Wurster on the Future of Finance

Wurster said rising engagement from younger investors has pulled Schwab's average client age from the 50s into the 40s, though asset-weighted the average client remains much older — the core tension in the firm's growth story.

Watch or read →

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