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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 NetworkO   •       –      –    2004-06-28 3 IO $0.00 $0 D/D 0 138,607 -
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   •       •      –    2008-11-17 4 D $19.19 $79,806 D/D (4,158) 483,731 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   •       –      –    2007-11-12 4 S $23.24 $219,293 D/D (9,436) 438,636 0 -
SCHW Charles Schwab Corp President and COO   •       –      –    2007-11-12 4 OE $8.32 $78,508 D/D 9,436 448,072 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   •       •      –    2016-04-26 4 S $29.78 $297,811 D/D (10,000) 334,459 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-03-02 4 OE $42.51 $426,758 D/D 10,039 277,557 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   •       •      –    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   •       •      –    2010-11-02 4 A $0.00 $0 D/D 14,774 474,047 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-03-03 4 OE $42.42 $634,730 D/D 14,963 292,520 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   •       •      –    2016-03-03 4 OE $26.73 $399,988 D/D 14,964 358,672 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 CEO   •       •      –    2017-04-19 4 GD $0.00 $0 D/D 15,056 262,408 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-04-19 4 S $38.57 $580,636 D/D (15,056) 277,464 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   •       •      –    2011-11-01 4 OE $0.00 $0 D/D 16,830 422,437 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2015-11-02 4 OE $30.98 $608,349 D/D 19,640 280,759 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   •       •      –    2021-05-10 4 OE $27.45 $562,258 D/D 20,483 228,397 0 -
SCHW Charles Schwab Corp President and CEO   •       •      –    2017-03-01 4 OE $42.38 $1,014,535 D/D 23,939 267,518 0 -
  120  Records found
  1  2   3   4   5      
  Page 1 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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