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 | 0 | reported | 12 Jun 2024 | tx 165+2,265,771−2,180,864 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Jun 2024 | EXERCISE | SCHWAB CHARLES CORP | 8,164 | 52.05 USD | |
| 12 Jun 2024 | SALE | SCHWAB CHARLES CORP | 8,164 | 75.00 USD | |
| 12 Jun 2024 | EXERCISE | SCHWAB CHARLES CORP | 8,164 | 0.00 USD | deriv |
| 28 May 2024 | EXERCISE | SCHWAB CHARLES CORP | 28,670 | 42.99 USD | |
| 28 May 2024 | SALE | SCHWAB CHARLES CORP | 2,816 | 71.88 USD | |
| 28 May 2024 | SALE | SCHWAB CHARLES CORP | 74,615 | 70.91 USD | |
| 28 May 2024 | EXERCISE | SCHWAB CHARLES CORP | 28,670 | 0.00 USD | deriv |
| 01 Mar 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 80,000 | 0.00 USD | |
| 04 Mar 2024 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 31,239 | 66.36 USD | |
| 01 Mar 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 64,956 | 0.00 USD | deriv |
| 17 Mar 2023 | PURCHASE | SCHWAB CHARLES CORP | 5,000 | 54.83 USD | |
| 02 Mar 2023 | GRANT_AWARD | SCHWAB CHARLES CORP | 50,135 | 0.00 USD | |
| 02 Mar 2023 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 20,336 | 76.46 USD | |
| 01 Mar 2023 | GRANT_AWARD | SCHWAB CHARLES CORP | 56,544 | 0.00 USD | deriv |
| 01 Mar 2022 | EXERCISE | SCHWAB CHARLES CORP | 13,585 | 80.06 USD | |
| 01 Mar 2022 | GRANT_AWARD | SCHWAB CHARLES CORP | 53,668 | 0.00 USD | deriv |
| 25 Oct 2021 | GRANT_AWARD | SCHWAB CHARLES CORP | 59,931 | 0.00 USD | |
| 26 Oct 2021 | SALE | SCHWAB CHARLES CORP | 28,370 | 84.00 USD | |
| 26 Oct 2021 | EXERCISE | SCHWAB CHARLES CORP | 28,370 | 42.99 USD | |
| 26 Oct 2021 | EXERCISE | SCHWAB CHARLES CORP | 28,370 | 0.00 USD | deriv |
| 25 Oct 2021 | SALE | SCHWAB CHARLES CORP | 300 | 84.00 USD | |
| 25 Oct 2021 | EXERCISE | SCHWAB CHARLES CORP | 300 | 42.99 USD | |
| 25 Oct 2021 | EXERCISE | SCHWAB CHARLES CORP | 300 | 0.00 USD | deriv |
| 11 Oct 2021 | EXERCISE | SCHWAB CHARLES CORP | 29,977 | 26.39 USD | |
| 11 Oct 2021 | SALE | SCHWAB CHARLES CORP | 29,977 | 78.16 USD |