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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 5 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 OE $12.45 $4,225,854 D/D 339,426 583,085 0 -
SCHW Charles Schwab Corp Co-Chairman and CEO   •       •      –    2023-03-02 4 D $76.46 $9,705,920 D/D (126,937) 606,501 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2014-03-03 4 OE $25.97 $1,684,064 D/D 64,859 610,239 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2015-04-21 4 S $30.28 $3,027,850 D/D (100,000) 611,119 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2014-11-03 4 OE $28.59 $993,045 D/D 34,734 644,973 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2014-12-05 4 AS $30.01 $22,786,318 D/D (759,220) 644,973 0 -
SCHW Charles Schwab Corp Co-Chairman and CEO   •       •      –    2023-03-14 4 B $59.31 $2,965,500 D/D 50,000 656,501 2.81 %
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   •       •      –    2015-03-02 4 OE $29.77 $1,523,688 D/D 51,182 696,155 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2015-03-03 4 OE $29.95 $448,172 D/D 14,964 711,119 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-01-04 4 OE $11.75 $5,961,700 D/D 484,400 728,059 0 -
SCHW Charles Schwab Corp Co-Chairman and CEO   •       •      –    2023-03-02 4 A $0.00 $0 D/D 300,813 733,438 0 -
SCHW Charles Schwab Corp Co-Chairman and CEO   •       •      –    2024-03-01 4 D $66.36 $6,995,271 D/D (105,420) 802,377 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2011-04-18 4 OE $8.76 $4,382,316 D/D 407,918 817,146 0 -
SCHW Charles Schwab Corp Co-Chairman and CEO   •       •      –    2024-03-01 4 A $0.00 $0 D/D 251,296 907,797 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 -
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   •       •      –    2016-10-19 4 OE $17.38 $10,636,560 D/D 612,000 956,459 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2014-12-05 4 OE $24.37 $18,502,191 D/D 759,220 1,404,193 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 -

  120  Records found
  1   2   3   4   5     
  Page 5 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