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 | 11,380.687 | reported | 26 May 2026 | tx 64+135,557−36,482 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 May 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,602 | 0.00 USD | |
| 26 May 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 3,977 | 0.00 USD | deriv |
| 02 Jan 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,317 | — | deriv |
| 19 Nov 2025 | GIFT | SCHWAB CHARLES CORP | 8,372 | 0.00 USD | |
| 01 Oct 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,340 | — | deriv |
| 01 Jul 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,322 | — | deriv |
| 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 |
| 21 May 2025 | SALE | SCHWAB CHARLES CORP | 5,556 | 87.65 USD | |
| 01 Apr 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,567 | — | deriv |
| 14 Mar 2025 | EXERCISE | SCHWAB CHARLES CORP | 8,584 | 43.21 USD | |
| 14 Mar 2025 | EXERCISE | SCHWAB CHARLES CORP | 8,584 | 0.00 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,646 | — | deriv |
| 13 Nov 2024 | SALE | SCHWAB CHARLES CORP | 2,998 | 78.65 USD | |
| 01 Oct 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,906 | — | deriv |
| 01 Jul 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,632 | — | deriv |
| 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 |
| 01 Apr 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,351 | — | deriv |
| 02 Jan 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,634 | — | deriv |
| 02 Oct 2023 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,938 | — | deriv |
| 17 Aug 2023 | PURCHASE | SCHWAB CHARLES CORP | 833 | 60.55 USD | first after silence |
| 03 Jul 2023 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,847 | — | 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 |
1 purchase reported after at least 12 months of silence — most recent on 17 Aug 2023.