Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SCHWAB CHARLES CORP | 42,113 | reported | 02 Mar 2026 | tx 248+22,354,010−18,990,526.86 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Mar 2026 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 60,743 | 95.31 USD | |
| 01 Mar 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 141,757 | 0.00 USD | |
| 02 Mar 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 42,113 | 0.00 USD | deriv |
| 06 Feb 2026 | EXERCISE | SCHWAB CHARLES CORP | 67,514 | 42.99 USD | |
| 06 Feb 2026 | SALE | SCHWAB CHARLES CORP | 67,514 | 104.25 USD | |
| 06 Feb 2026 | EXERCISE | SCHWAB CHARLES CORP | 67,514 | 0.00 USD | deriv |
| 03 Feb 2026 | SALE | SCHWAB CHARLES CORP | 141,033 | 103.85 USD | |
| 03 Feb 2026 | EXERCISE | SCHWAB CHARLES CORP | 162,462 | 42.99 USD | |
| 04 Feb 2026 | SALE | SCHWAB CHARLES CORP | 94,948 | 104.25 USD | |
| 04 Feb 2026 | EXERCISE | SCHWAB CHARLES CORP | 94,948 | 42.99 USD | |
| 03 Feb 2026 | SALE | SCHWAB CHARLES CORP | 21,429 | 104.24 USD | |
| 04 Feb 2026 | EXERCISE | SCHWAB CHARLES CORP | 94,948 | 0.00 USD | deriv |
| 03 Feb 2026 | EXERCISE | SCHWAB CHARLES CORP | 162,462 | 0.00 USD | deriv |
| 10 Nov 2025 | GIFT | SCHWAB CHARLES CORP | 61,388 | 0.00 USD | |
| 29 Jul 2025 | SALE | SCHWAB CHARLES CORP | 173,876 | 98.84 USD | |
| 19 May 2025 | SALE | SCHWAB CHARLES CORP | 191,523 | 89.00 USD | |
| 01 Mar 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 225,295 | 0.00 USD | |
| 03 Mar 2025 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 96,539 | 79.05 USD | |
| 03 Mar 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 52,440 | 0.00 USD | deriv |
| 12 Feb 2025 | EXERCISE | SCHWAB CHARLES CORP | 464,629 | 26.39 USD | |
| 12 Feb 2025 | SALE | SCHWAB CHARLES CORP | 441,797 | 81.87 USD | |
| 12 Feb 2025 | SALE | SCHWAB CHARLES CORP | 22,832 | 82.66 USD | |
| 12 Feb 2025 | EXERCISE | SCHWAB CHARLES CORP | 464,629 | 0.00 USD | deriv |
| 17 Jul 2024 | PURCHASE | SCHWAB CHARLES CORP | 25,000 | 66.26 USD | first after silence |
| 01 Mar 2024 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 105,420 | 66.36 USD |
3 purchases reported after at least 12 months of silence — most recent on 17 Jul 2024.