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 | 5,449 | reported | 03 Mar 2026 | tx 155+1,278,906−1,017,182 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Mar 2026 | SALE | SCHWAB CHARLES CORP | 5,449 | 94.89 USD | |
| 03 Mar 2026 | SALE | SCHWAB CHARLES CORP | 9,032 | 94.42 USD | |
| 01 Mar 2026 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 11,152 | 95.31 USD | |
| 01 Mar 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 25,633 | 0.00 USD | |
| 02 Mar 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 50,052 | 0.00 USD | deriv |
| 07 Nov 2025 | EXERCISE | SCHWAB CHARLES CORP | 35,188 | 41.98 USD | |
| 07 Nov 2025 | SALE | SCHWAB CHARLES CORP | 35,188 | 95.35 USD | |
| 07 Nov 2025 | EXERCISE | SCHWAB CHARLES CORP | 35,188 | 0.00 USD | deriv |
| 21 May 2025 | EXERCISE | SCHWAB CHARLES CORP | 47,500 | 41.98 USD | |
| 21 May 2025 | SALE | SCHWAB CHARLES CORP | 47,500 | 88.46 USD | |
| 21 May 2025 | EXERCISE | SCHWAB CHARLES CORP | 47,500 | 0.00 USD | deriv |
| 01 May 2025 | SALE | SCHWAB CHARLES CORP | 9,559 | 82.00 USD | |
| 01 May 2025 | EXERCISE | SCHWAB CHARLES CORP | 9,559 | 42.99 USD | |
| 01 May 2025 | EXERCISE | SCHWAB CHARLES CORP | 9,559 | 0.00 USD | deriv |
| 06 Mar 2025 | SALE | SCHWAB CHARLES CORP | 23,258 | 75.59 USD | |
| 03 Mar 2025 | EXERCISE | SCHWAB CHARLES CORP | 28,668 | 42.99 USD | |
| 03 Mar 2025 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 19,151 | 79.05 USD | |
| 01 Mar 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 42,409 | 0.00 USD | |
| 03 Mar 2025 | SALE | SCHWAB CHARLES CORP | 28,668 | 79.32 USD | |
| 03 Mar 2025 | EXERCISE | SCHWAB CHARLES CORP | 28,668 | 0.00 USD | deriv |
| 03 Mar 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 63,840 | 0.00 USD | deriv |
| 21 Mar 2024 | SALE | SCHWAB CHARLES CORP | 4,977 | 70.01 USD | |
| 21 Mar 2024 | EXERCISE | SCHWAB CHARLES CORP | 4,977 | 26.39 USD | |
| 21 Mar 2024 | EXERCISE | SCHWAB CHARLES CORP | 4,977 | 0.00 USD | deriv |
| 06 Mar 2024 | SALE | SCHWAB CHARLES CORP | 40,616 | 67.71 USD |