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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   $63,307,545    

Indirect Value

   $1,003,214      
Total Shares   815,092      
Total Value   $64,310,759      


Charles Schwab Corp $63,307,545 Charles Schwab Corp $63,307,545
 


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 1 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 EVP - Investor Center NetworkO   •       –      –    2004-06-28 3 IO $0.00 $0 I/I 0 6,953 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-11-07 4 B $27.19 $1,973,177 D/D 72,510 72,510 2.81 -
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 EVP - Investor Center NetworkO   •       –      –    2004-06-28 3 IO $0.00 $0 D/D 0 138,607 -
SCHW Charles Schwab Corp EVP - Schwab Investor Services   •       –      –    2006-10-30 4 A $0.00 $0 D/D 41,842 179,913 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-12-12 4 GD $0.00 $0 D/D 96,487 180,977 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2021-05-06 4 S $70.79 $8,906,789 D/D (124,670) 207,914 0 %
SCHW Charles Schwab Corp President and CEO   •       •      –    2021-05-10 4 S $72.48 $1,484,583 D/D (20,483) 207,914 0 %
SCHW Charles Schwab Corp President and CEO   •       •      –    2021-05-14 4 S $72.47 $3,608,176 D/D (49,788) 207,914 0 %
SCHW Charles Schwab Corp CEO   •       •      –    2021-10-19 4 S $81.12 $19,893,444 D/D (245,239) 207,914 0 %
SCHW Charles Schwab Corp CEO   •       •      –    2021-10-20 4 S $81.19 $16,727,747 D/D (206,025) 207,914 0 %
SCHW Charles Schwab Corp President and CEO   •       •      –    2018-03-02 4 OE $51.62 $2,335,527 D/D 45,249 226,226 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2021-05-10 4 OE $27.45 $562,258 D/D 20,483 228,397 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2018-03-05 4 OE $52.82 $833,341 D/D 15,777 242,003 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2018-05-21 4 S $59.72 $6,798,229 D/D (113,832) 242,003 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2018-05-22 4 S $59.71 $15,006,153 D/D (251,300) 242,003 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-11-10 4 S $35.46 $3,574,348 D/D (100,800) 243,659 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-11-23 4 S $39.21 $1,342,160 D/D (34,233) 243,659 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-11-30 4 S $39.22 $2,213,181 D/D (56,423) 243,659 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-12-01 4 AS $39.43 $7,751,465 D/D (196,592) 243,659 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-12-08 4 AS $39.85 $2,736,696 D/D (68,667) 243,659 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-12-15 4 AS $39.85 $8,212,807 D/D (206,092) 243,659 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2016-12-23 4 AS $40.35 $12,939,053 D/D (320,649) 243,659 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-01-04 4 AS $40.70 $19,777,736 D/D (484,400) 243,659 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-01-05 4 AS $41.20 $5,916,299 D/D (143,596) 243,659 0 -
  120  Records found
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  Page 1 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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