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Insider Information:   Martinetto Joseph R
Relationship:   COO
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   84,414    

Indirect Shares

   288,520      
Direct Value   $6,100,600    

Indirect Value

   $20,851,340      
Total Shares   372,934      
Total Value   $26,951,940      


Charles Schwab Corp $6,100,600 Charles Schwab Corp $6,100,600
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    5    

     Stock price went up :
    0   
    3    
     Stock price went down :
    0   
    2    
   
     Gain/Loss Ratio :
   0.0   
   1.5   
     Percentage Gain/Loss :
     0.0%
 73.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Charles Schwab Corp SCHW COO 2024-03-01 84,414 2024-04-18 288,520    Premium*  
* Premium Members only  

Records found :    100         Free Registration Required For Full Results.    Limit: 25

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  Page 4 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
SCHW Charles Schwab Corp Senior EVP and CFO   •       •      –    2017-03-03 4 OE $42.42 $146,476 D/D 3,453 156,952 0 -
SCHW Charles Schwab Corp Senior EVP and CFO   •       •      –    2017-03-02 4 OE $42.51 $99,558 D/D 2,342 153,499 0 -
SCHW Charles Schwab Corp Senior EVP   •       •      –    2017-07-19 4 S $42.51 $3,797,124 D/D (89,330) 155,916 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-10-11 4 OE $42.99 $1,095,557 I/I 25,484 232,135 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-10-15 4 OE $42.99 $1,095,557 I/I 25,484 232,135 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-10-25 4 OE $42.99 $9,888 I/I 230 196,850 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-10-26 4 OE $42.99 $1,085,712 I/I 25,255 221,875 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2019-03-01 4 OE $46.77 $1,060,136 D/D 22,667 194,060 0 -
SCHW Charles Schwab Corp Senior EVP   •       •      –    2017-11-29 4 S $48.15 $4,573,302 D/D (94,988) 155,916 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2018-03-02 4 OE $51.62 $659,278 D/D 12,773 168,689 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2018-03-05 4 OE $52.82 $192,318 D/D 3,641 172,330 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2018-04-20 4 S $54.80 $15,381,426 D/D (280,685) 172,330 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-02-11 4 S $55.95 $9,808,778 I/I (175,323) 208,651 0 %
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2018-06-01 4 D $56.68 $53,109 D/D (937) 171,393 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-03-01 4 OE $63.75 $779,790 I/I 12,232 220,883 0 -
SCHW Charles Schwab Corp COO   •       –      –    2024-03-01 4 D $66.36 $4,703,460 D/D (70,882) 84,414 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-05-06 4 S $70.62 $1,160,556 I/I (16,433) 208,651 0 %
SCHW Charles Schwab Corp COO   •       –      –    2024-04-16 4 S $70.83 $3,045,595 I/I (43,000) 41,414 0 %
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-04-29 4 S $71.70 $18,305,443 I/I (255,321) 225,084 0 %
SCHW Charles Schwab Corp MD and COO   •       –      –    2023-03-02 4 D $76.46 $3,379,566 D/D (44,199) 0 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-10-11 4 AS $78.05 $1,989,098 I/I (25,484) 206,651 0 %
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-10-15 4 AS $79.42 $2,860,150 I/I (35,515) 196,620 0 %
SCHW Charles Schwab Corp MD, Senior EVP and COO   •       •      –    2022-03-01 4 OE $80.06 $1,944,558 I/I 24,288 210,876 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-10-25 4 S $83.99 $19,319 I/I (230) 196,620 0 %
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-10-26 4 AS $83.99 $2,121,173 I/I (25,255) 196,620 0 %
  100  Records found
  1   2   3   4     
  Page 4 of 4  
 
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  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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