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 | 3,977 | reported | 26 May 2026 | tx 93+44,388−618,986.39 |
| 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 |
| 05 May 2026 | EXERCISE | SCHWAB CHARLES CORP | 9,910 | 31.65 USD | |
| 05 May 2026 | SALE | SCHWAB CHARLES CORP | 9,910 | 92.29 USD | |
| 05 May 2026 | EXERCISE | SCHWAB CHARLES CORP | 9,910 | 0.00 USD | deriv |
| 22 Jan 2026 | SALE | SCHWAB CHARLES CORP | 19,050 | 105.25 USD | |
| 22 Jan 2026 | SALE | SCHWAB CHARLES CORP | 4,765 | 105.02 USD | |
| 22 Jan 2026 | SALE | SCHWAB CHARLES CORP | 9,525 | 105.18 USD | |
| 22 Jan 2026 | SALE | SCHWAB CHARLES CORP | 9,525 | 105.19 USD | |
| 10 Nov 2025 | GIFT | SCHWAB CHARLES CORP | 298 | 0.00 USD | |
| 02 Oct 2025 | SALE | SCHWAB CHARLES CORP | 9,600 | 92.55 USD | |
| 02 Oct 2025 | SALE | SCHWAB CHARLES CORP | 14,400 | 92.55 USD | |
| 04 Sept 2025 | SALE | SCHWAB CHARLES CORP | 14,400 | 96.64 USD | |
| 04 Sept 2025 | SALE | SCHWAB CHARLES CORP | 9,600 | 96.64 USD | |
| 25 Aug 2025 | SALE | SCHWAB CHARLES CORP | 13,542 | 96.06 USD | |
| 07 Aug 2025 | SALE | SCHWAB CHARLES CORP | 9,400 | 96.68 USD | |
| 07 Aug 2025 | SALE | SCHWAB CHARLES CORP | 200 | 97.21 USD | |
| 07 Aug 2025 | SALE | SCHWAB CHARLES CORP | 400 | 97.22 USD | |
| 07 Aug 2025 | SALE | SCHWAB CHARLES CORP | 14,000 | 96.68 USD | |
| 03 Jul 2025 | SALE | SCHWAB CHARLES CORP | 9,600 | 91.59 USD | |
| 03 Jul 2025 | SALE | SCHWAB CHARLES CORP | 14,400 | 91.59 USD | |
| 05 Jun 2025 | SALE | SCHWAB CHARLES CORP | 14,400 | 87.25 USD | |
| 05 Jun 2025 | SALE | SCHWAB CHARLES CORP | 9,600 | 87.25 USD | |
| 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 |