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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 4 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   •       •      –    2016-12-15 4 OE $18.66 $3,845,677 D/D 206,092 449,751 0 -
SCHW Charles Schwab Corp CEO   •       •      –    2021-10-19 4 OE $30.17 $7,398,861 D/D 245,239 453,153 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2019-03-01 4 OE $46.77 $4,149,013 D/D 88,711 455,383 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   •       •      –    2012-10-01 4/A D $12.92 $560,756 D/D (43,419) 472,740 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2010-11-02 4 A $0.00 $0 D/D 14,774 474,047 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2012-10-01 4 D $12.92 $503,930 D/D (39,019) 477,140 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   •       •      –    2008-10-01 4 A $0.00 $0 D/D 124,019 487,889 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2018-05-22 4 OE $25.86 $6,934,104 D/D 251,300 493,303 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2015-04-30 4 S $30.75 $3,074,890 D/D (100,000) 511,119 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2012-11-01 4 A $0.00 $0 D/D 38,729 511,469 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2012-02-03 4 OE $9.26 $881,230 D/D 78,666 516,159 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2020-03-02 4 OE $40.81 $2,505,244 D/D 61,388 516,771 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   •       •      –    2013-03-01 4 A $0.00 $0 D/D 29,177 540,646 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   •       •      –    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   •       •      –    2014-02-11 4 GD $0.00 $0 D/D 30,000 545,380 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 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   •       •      –    2021-03-01 4 OE $63.75 $3,685,706 D/D 57,815 574,586 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2013-11-01 4 A $0.00 $0 D/D 34,734 575,380 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2013-11-22 4 S $24.83 $8,644,478 D/D (348,190) 575,380 0 -

  120  Records found
  1   2   3   4  5      
  Page 4 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