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 | 3,646 | reported | 27 May 2025 | tx 19+1,058,062 |
| TD AMERITRADE HOLDING CORP | 0 | reported | 06 Oct 2020 | tx 56+132,429−949,120 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,462 | 0.00 USD | |
| 27 May 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 3,646 | 0.00 USD | deriv |
| 31 Mar 2025 | GIFT | SCHWAB CHARLES CORP | 290,608 | 0.00 USD | |
| 28 May 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,809 | 0.00 USD | |
| 28 May 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 4,496 | 0.00 USD | deriv |
| 22 May 2023 | GRANT_AWARD | SCHWAB CHARLES CORP | 2,496 | 0.00 USD | |
| 22 May 2023 | GRANT_AWARD | SCHWAB CHARLES CORP | 5,464 | 0.00 USD | deriv |
| 14 Mar 2023 | PURCHASE | SCHWAB CHARLES CORP | 10,000 | 56.79 USD | |
| 19 May 2022 | GRANT_AWARD | SCHWAB CHARLES CORP | 2,054 | 0.00 USD | |
| 19 May 2022 | GRANT_AWARD | SCHWAB CHARLES CORP | 4,703 | 0.00 USD | deriv |
| 19 Oct 2021 | GIFT | SCHWAB CHARLES CORP | 12,909 | 0.00 USD | |
| 17 May 2021 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,529 | 0.00 USD | |
| 17 May 2021 | GRANT_AWARD | SCHWAB CHARLES CORP | 4,390 | 0.00 USD | deriv |
| 22 Oct 2020 | GRANT_AWARD | SCHWAB CHARLES CORP | 469 | 0.00 USD | |
| 22 Oct 2020 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,243 | 0.00 USD | deriv |
| 06 Oct 2020 | GRANT_AWARD | SCHWAB CHARLES CORP | 203,801 | 0.00 USD | |
| 06 Oct 2020 | GRANT_AWARD | SCHWAB CHARLES CORP | 295,320 | 0.00 USD | |
| 06 Oct 2020 | GRANT_AWARD | SCHWAB CHARLES CORP | 7,867 | 0.00 USD | |
| 06 Oct 2020 | OTHER | TD AMERITRADE HOLDING CORP | 188,057 | — | |
| 06 Oct 2020 | OTHER | TD AMERITRADE HOLDING CORP | 43,055 | — | |
| 06 Oct 2020 | OTHER | TD AMERITRADE HOLDING CORP | 228,659 | — | |
| 06 Oct 2020 | OTHER | TD AMERITRADE HOLDING CORP | 8,059 | — | |
| 21 Aug 2020 | GRANT_AWARD | TD AMERITRADE HOLDING CORP | 24 | 0.00 USD | |
| 20 May 2020 | GRANT_AWARD | TD AMERITRADE HOLDING CORP | 26 | 0.00 USD | |
| 24 Feb 2020 | GRANT_AWARD | TD AMERITRADE HOLDING CORP | 5,352 | 0.00 USD |