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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   $60,394,917    

Indirect Value

   $957,058      
Total Shares   815,092      
Total Value   $61,351,975      


Charles Schwab Corp $60,394,917 Charles Schwab Corp $60,394,917
 


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   •       •      –    2017-01-25 4 OE $13.64 $4,433,000 D/D 325,000 568,659 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-01-05 4 OE $13.91 $1,997,420 D/D 143,596 387,255 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-10-20 4 OE $15.00 $9,944,453 D/D 598,596 943,055 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-12-23 4 OE $15.05 $4,825,767 D/D 320,649 564,308 0 -
SCHW Charles Schwab Corp EVP/COO - Individual Investor   •       •      –    2005-11-23 4 S $15.30 $1,846,179 D/D (120,000) 136,525 -
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   •       •      –    2016-11-30 4 OE $15.43 $870,607 D/D 56,423 300,082 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-12-01 4 OE $15.43 $3,033,415 D/D 196,592 440,251 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-11-29 4 OE $16.40 $4,301,868 D/D 262,309 539,773 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-10-19 4 OE $17.38 $10,636,560 D/D 612,000 956,459 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2011-04-18 4 S $18.02 $7,350,274 D/D (407,918) 409,228 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2013-05-17 4 OE $18.29 $2,592,692 D/D 141,743 682,389 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2013-07-24 4 OE $18.65 $19,559,992 D/D 1,048,900 1,589,546 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 President and CEO   •       •      –    2016-12-15 4 OE $18.66 $3,845,677 D/D 206,092 449,751 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2010-02-20 4 D $18.73 $472,969 D/D (25,258) 458,473 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2010-02-20 4/A D $18.73 $457,988 D/D (24,458) 459,273 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2011-02-22 4 D $19.08 $1,037,151 D/D (54,358) 409,228 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2013-05-17 4 S $19.17 $2,717,298 D/D (141,743) 540,646 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2008-11-17 4 D $19.19 $79,806 D/D (4,158) 483,731 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2013-07-24 4 S $22.16 $23,239,533 D/D (1,048,900) 540,646 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-11-30 4 OE $22.67 $3,813,547 D/D 168,220 445,684 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-12-04 4 OE $23.12 $3,609,032 D/D 156,100 433,564 0 -
SCHW Charles Schwab Corp President and COO   •       –      –    2007-11-12 4 S $23.24 $219,293 D/D (9,436) 438,636 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2013-11-22 4 OE $23.33 $8,123,099 D/D 348,190 923,570 0 -
  120  Records found
  1   2  3   4   5      
  Page 2 of 5  
 
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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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