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 | 60,712.48 | reported | 03 Mar 2026 | tx 144+1,099,863−1,002,807.5 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Mar 2026 | SALE | SCHWAB CHARLES CORP | 4,463 | 94.43 USD | |
| 03 Mar 2026 | SALE | SCHWAB CHARLES CORP | 2,740 | 94.90 USD | |
| 01 Mar 2026 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 9,109 | 95.31 USD | |
| 01 Mar 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 16,312 | 0.00 USD | |
| 02 Mar 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 30,377 | 0.00 USD | deriv |
| 12 Nov 2025 | GIFT | SCHWAB CHARLES CORP | 1,032.4 | 0.00 USD | |
| 29 Jul 2025 | EXERCISE | SCHWAB CHARLES CORP | 24,096 | 41.98 USD | |
| 29 Jul 2025 | SALE | SCHWAB CHARLES CORP | 24,096 | 97.91 USD | |
| 29 Jul 2025 | EXERCISE | SCHWAB CHARLES CORP | 24,096 | 0.00 USD | deriv |
| 18 Jun 2025 | SALE | SCHWAB CHARLES CORP | 20,872 | 90.01 USD | |
| 18 Jun 2025 | EXERCISE | SCHWAB CHARLES CORP | 20,872 | 42.99 USD | |
| 18 Jun 2025 | EXERCISE | SCHWAB CHARLES CORP | 20,872 | 0.00 USD | deriv |
| 28 May 2025 | EXERCISE | SCHWAB CHARLES CORP | 25,000 | 41.98 USD | |
| 28 May 2025 | SALE | SCHWAB CHARLES CORP | 25,000 | 88.20 USD | |
| 28 May 2025 | EXERCISE | SCHWAB CHARLES CORP | 25,000 | 0.00 USD | deriv |
| 08 May 2025 | EXERCISE | SCHWAB CHARLES CORP | 25,000 | 42.99 USD | |
| 08 May 2025 | SALE | SCHWAB CHARLES CORP | 25,000 | 85.00 USD | |
| 08 May 2025 | EXERCISE | SCHWAB CHARLES CORP | 25,000 | 0.00 USD | deriv |
| 06 May 2025 | GIFT | SCHWAB CHARLES CORP | 121 | 0.00 USD | |
| 05 Mar 2025 | SALE | SCHWAB CHARLES CORP | 15,229 | 75.38 USD | |
| 03 Mar 2025 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 11,277 | 79.05 USD | |
| 01 Mar 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 26,506 | 0.00 USD | |
| 03 Mar 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 39,216 | 0.00 USD | deriv |
| 22 Nov 2024 | SALE | SCHWAB CHARLES CORP | 12,739 | 81.17 USD | |
| 16 Apr 2024 | GIFT | SCHWAB CHARLES CORP | 133 | 0.00 USD |