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 | 246,433 | reported | 18 Apr 2024 | tx 201+4,800,513−3,635,035 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Apr 2024 | GIFT | SCHWAB CHARLES CORP | 13,353 | 0.00 USD | |
| 16 Apr 2024 | SALE | SCHWAB CHARLES CORP | 43,000 | 70.83 USD | |
| 01 Mar 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 155,296 | 0.00 USD | |
| 01 Mar 2024 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 70,882 | 66.36 USD | |
| 01 Mar 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 129,911 | 0.00 USD | deriv |
| 02 Mar 2023 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 44,199 | 76.46 USD | |
| 02 Mar 2023 | GRANT_AWARD | SCHWAB CHARLES CORP | 93,109 | 0.00 USD | |
| 01 Mar 2023 | GRANT_AWARD | SCHWAB CHARLES CORP | 113,088 | 0.00 USD | deriv |
| 01 Mar 2022 | EXERCISE | SCHWAB CHARLES CORP | 24,288 | 80.06 USD | |
| 01 Mar 2022 | GRANT_AWARD | SCHWAB CHARLES CORP | 107,335 | 0.00 USD | deriv |
| 21 Oct 2021 | SALE | SCHWAB CHARLES CORP | 10,032 | 81.97 USD | |
| 26 Oct 2021 | SALE | SCHWAB CHARLES CORP | 25,255 | 83.99 USD | |
| 26 Oct 2021 | EXERCISE | SCHWAB CHARLES CORP | 25,255 | 42.99 USD | |
| 26 Oct 2021 | EXERCISE | SCHWAB CHARLES CORP | 25,255 | 0.00 USD | deriv |
| 25 Oct 2021 | SALE | SCHWAB CHARLES CORP | 230 | 83.99 USD | anomaly |
| 25 Oct 2021 | EXERCISE | SCHWAB CHARLES CORP | 230 | 42.99 USD | |
| 25 Oct 2021 | EXERCISE | SCHWAB CHARLES CORP | 230 | 0.00 USD | deriv |
| 15 Oct 2021 | EXERCISE | SCHWAB CHARLES CORP | 25,484 | 42.99 USD | |
| 15 Oct 2021 | SALE | SCHWAB CHARLES CORP | 25,484 | 80.97 USD | |
| 15 Oct 2021 | SALE | SCHWAB CHARLES CORP | 10,031 | 79.42 USD | |
| 15 Oct 2021 | EXERCISE | SCHWAB CHARLES CORP | 25,484 | 0.00 USD | deriv |
| 11 Oct 2021 | EXERCISE | SCHWAB CHARLES CORP | 25,484 | 42.99 USD | |
| 11 Oct 2021 | SALE | SCHWAB CHARLES CORP | 25,484 | 78.05 USD | |
| 11 Oct 2021 | EXERCISE | SCHWAB CHARLES CORP | 25,484 | 0.00 USD | deriv |
| 12 May 2021 | GIFT | SCHWAB CHARLES CORP | 2,000 | 0.00 USD |