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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   $61,068,913    

Indirect Value

   $967,739      
Total Shares   815,092      
Total Value   $62,036,652      


Charles Schwab Corp $61,068,913 Charles Schwab Corp $61,068,913
 


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 Network   •       –      –    2004-07-26 4 A $0.00 $0 D/D 117,028 255,635 -
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 & COO   •       –      –    2007-02-20 4 A $0.00 $0 D/D 250,000 430,633 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   •       •      –    2010-11-02 4 A $0.00 $0 D/D 14,774 474,047 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   •       •      –    2013-03-01 4 A $0.00 $0 D/D 29,177 540,646 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 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 A $0.00 $0 D/D 251,296 907,797 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2018-12-24 4 AB $39.09 $3,639,167 D/D 93,090 335,093 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 President and CEO   •       •      –    2014-12-05 4 AS $30.01 $22,786,318 D/D (759,220) 644,973 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 President and CEO   •       •      –    2015-06-05 4 AS $33.20 $3,320,480 D/D (100,000) 311,119 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2015-07-14 4 AS $33.85 $409,601 D/D (12,100) 299,019 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2015-07-15 4 AS $33.87 $1,283,612 D/D (37,900) 261,119 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 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-01-13 4 AS $41.75 $14,171,986 D/D (339,426) 243,659 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-01-25 4 AS $42.31 $13,750,945 D/D (325,000) 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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