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Insider Information:   Bettinger Walter W
Relationship:   Co-Chairman and CEO, D...
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   802,377    

Indirect Shares

  12,715      
Direct Value   $58,774,115    

Indirect Value

  $931,374      
Total Shares   815,092      
Total Value   $59,705,489      


Charles Schwab Corp
 $58,774,115 Charles Schwab Corp
 $58,774,115
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    6   
    6    

     Stock price went up :

    6   
    4    
     Stock price went down :
    0   
    2    
   
     Gain/Loss Ratio :
   6.0   
   2.0   
     Percentage Gain/Loss :
   13.8%
 51.6%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Charles Schwab Corp SCHW Co-Chairman and CEO, D... 2024-03-01 802,377 2024-03-01 12,715    Premium*  
* Premium Members only  

Records found :    120         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 5
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 President and CEO   •       •      –    2017-01-13 4 AS $41.75 $14,171,986 D/D (339,426) 243,659 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-01-25 4 AS $42.31 $13,750,945 D/D (325,000) 243,659 0 -
SCHW Charles Schwab Corp EVP - Investor Center Network   •       –      –    2004-07-26 4 A $0.00 $0 D/D 117,028 255,635 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2021-05-14 4 OE $27.45 $1,400,113 D/D 49,788 257,702 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2015-07-15 4 AS $33.87 $1,283,612 D/D (37,900) 261,119 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-04-19 4 GD $0.00 $0 D/D 15,056 262,408 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-03-01 4 OE $42.38 $1,014,535 D/D 23,939 267,518 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-04-19 4 S $38.57 $580,636 D/D (15,056) 277,464 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-11-29 4 S $48.15 $12,631,228 D/D (262,309) 277,464 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-11-30 4 S $49.10 $8,260,073 D/D (168,220) 277,464 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-12-04 4 AS $50.05 $7,812,415 D/D (156,100) 277,464 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-03-02 4 OE $42.51 $426,758 D/D 10,039 277,557 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-11-23 4 OE $15.43 $528,215 D/D 34,233 277,892 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2015-11-02 4 OE $30.98 $608,349 D/D 19,640 280,759 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-03-03 4 OE $42.42 $634,730 D/D 14,963 292,520 0 -
SCHW Charles Schwab Corp CEO   •       •      –    2022-03-01 4 OE $80.06 $6,782,174 D/D 84,711 292,625 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2015-07-14 4 AS $33.85 $409,601 D/D (12,100) 299,019 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-11-30 4 OE $15.43 $870,607 D/D 56,423 300,082 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2015-06-05 4 AS $33.20 $3,320,480 D/D (100,000) 311,119 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-12-08 4 OE $18.66 $1,281,326 D/D 68,667 312,326 0 -
SCHW Charles Schwab Corp CEO   •       •      –    2022-04-25 4 B $69.49 $2,545,960 D/D 36,640 329,265 2.81 %
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-03-01 4 OE $25.90 $1,290,960 D/D 49,844 330,603 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2021-04-29 4 S $70.68 $17,105,863 D/D (242,002) 332,584 0 %
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-04-26 4 S $29.78 $297,811 D/D (10,000) 334,459 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2018-12-24 4 AB $39.09 $3,639,167 D/D 93,090 335,093 0 -

  120  Records found
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  Page 2 of 5  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  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