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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 3 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   •       •      –    2016-03-02 4 OE $26.54 $347,839 D/D 13,105 343,708 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-04-18 4 GD $0.00 $0 D/D 14,213 344,459 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-10-19 4 S $32.65 $19,981,372 D/D (612,000) 344,459 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-10-20 4 S $32.34 $19,356,619 D/D (598,596) 344,459 0 -
SCHW Charles Schwab Corp CEO   •       •      –    2022-04-26 4 B $68.55 $1,789,688 D/D 26,108 355,373 2.81 %
SCHW Charles Schwab Corp President and CEO   •       •      –    2018-05-21 4 OE $25.86 $2,943,696 D/D 113,832 355,835 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-03-03 4 OE $26.73 $399,988 D/D 14,964 358,672 0 -
SCHW Charles Schwab Corp CEO   •       •      –    2022-04-27 4 B $68.55 $297,567 D/D 4,341 359,714 2.81 %
SCHW Charles Schwab Corp President and COO   •       –      –    2007-11-30 4 S $24.64 $1,854,979 D/D (75,000) 363,636 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2018-12-26 4 AB $37.97 $1,198,906 D/D 31,579 366,672 0 -
SCHW Charles Schwab Corp CEO   •       •      –    2022-04-28 4 B $68.16 $662,677 D/D 9,723 369,437 2.81 %
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   •       •      –    2011-02-22 4 D $19.08 $1,037,151 D/D (54,358) 409,228 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   •       •      –    2015-06-03 4 AS $32.12 $3,211,790 D/D (100,000) 411,119 0 -
SCHW Charles Schwab Corp CEO   •       •      –    2021-10-20 4 OE $30.17 $6,215,774 D/D 206,025 413,939 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2011-11-01 4 OE $0.00 $0 D/D 16,830 422,437 0 -
SCHW Charles Schwab Corp President & COO   •       –      –    2007-02-20 4 A $0.00 $0 D/D 250,000 430,633 0 -
SCHW Charles Schwab Corp CEO   •       •      –    2022-04-29 4 B $67.07 $4,238,234 D/D 63,188 432,625 2.81 %
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 CEO   •       •      –    2011-11-02 4 OE $0.00 $0 D/D 15,056 437,493 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   •       •      –    2016-12-01 4 OE $15.43 $3,033,415 D/D 196,592 440,251 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-11-30 4 OE $22.67 $3,813,547 D/D 168,220 445,684 0 -
SCHW Charles Schwab Corp President and COO   •       –      –    2007-11-12 4 OE $8.32 $78,508 D/D 9,436 448,072 0 -
  120  Records found
  1   2   3  4   5      
  Page 3 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
 
 
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