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 | 218,409 | reported | 28 May 2026 | tx 36+1,305,692−282,334 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | PURCHASE | SCHWAB CHARLES CORP | 21,959 | 84.23 USD | first after silence |
| 01 Mar 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 62,140 | 0.00 USD | |
| 01 Mar 2026 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 22,879 | 95.31 USD | |
| 02 Mar 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 230,411 | 0.00 USD | deriv |
| 29 Jul 2025 | SALE | SCHWAB CHARLES CORP | 20,500 | 99.16 USD | |
| 09 May 2025 | SALE | SCHWAB CHARLES CORP | 15,345 | 84.08 USD | |
| 05 May 2025 | GIFT | SCHWAB CHARLES CORP | 2,877 | 0.00 USD | |
| 01 Mar 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 92,770 | 0.00 USD | |
| 03 Mar 2025 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 34,608 | 79.05 USD | |
| 03 Mar 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 231,419 | 0.00 USD | deriv |
| 25 Oct 2024 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 6,479 | 71.99 USD | |
| 17 Jul 2024 | PURCHASE | SCHWAB CHARLES CORP | 10,000 | 62.05 USD | first after silence |
| 01 Mar 2024 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 24,340 | 66.36 USD | |
| 01 Mar 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 58,354 | 0.00 USD | |
| 01 Mar 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 167,628 | 0.00 USD | deriv |
| 05 Jun 2023 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 1,177 | 54.02 USD | |
| 17 Mar 2023 | PURCHASE | SCHWAB CHARLES CORP | 2,000 | 54.39 USD | |
| 14 Mar 2023 | PURCHASE | SCHWAB CHARLES CORP | 5,000 | 57.28 USD | |
| 02 Mar 2023 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 13,481 | 76.46 USD | |
| 02 Mar 2023 | GRANT_AWARD | SCHWAB CHARLES CORP | 31,514 | 0.00 USD | |
| 01 Mar 2023 | GRANT_AWARD | SCHWAB CHARLES CORP | 145,919 | 0.00 USD | deriv |
| 01 Nov 2022 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 1,084 | 80.26 USD | |
| 25 Oct 2022 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 7,429 | 71.66 USD | |
| 03 Jun 2022 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 1,483 | 70.63 USD | |
| 01 Mar 2022 | GRANT_AWARD | SCHWAB CHARLES CORP | 125,224 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 28 May 2026.