| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | CFO | Common Stock | 60,567 | $4,573,245 | $75.51 | 24 Apr 2024 | by Trust |
| SCHWAB CHARLES CORP | CFO | Common Stock | 0 | $0 | $28.44 | 24 Apr 2024 | Direct |
| SCHWAB CHARLES CORP | CFO | Nonqualified Stock Option (right to buy) | 0 | 24 Apr 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| APAM | Artisan Partners Asset Management Inc. | 02 Jul 2025 | 0 | $0 | 3 | Director | 02 Jul 2025, 17:16 |
| SCHW | SCHWAB CHARLES CORP | 24 Apr 2024 | 3 | -$257,975 | 4 | CFO | 26 Apr 2024, 17:20 |
| SCHW | SCHWAB CHARLES CORP | 16 Apr 2024 | 4 | -$681,015 | 4 | CFO | 18 Apr 2024, 21:10 |
| SCHW | SCHWAB CHARLES CORP | 01 Mar 2024 | 3 | -$2,483,713 | 4 | CFO | 05 Mar 2024, 19:37 |
| SCHW | SCHWAB CHARLES CORP | 28 Feb 2024 | 1 | -$361,408 | 4 | CFO | 01 Mar 2024, 21:01 |
| SCHW | SCHWAB CHARLES CORP | 15 Feb 2024 | 1 | -$518,084 | 4 | CFO | 20 Feb 2024, 20:33 |
| SCHW | SCHWAB CHARLES CORP | 22 Jan 2024 | 1 | -$257,975 | 4 | CFO | 24 Jan 2024, 17:08 |
| SCHW | SCHWAB CHARLES CORP | 30 Nov 2023 | 3 | -$128,469 | 4 | CFO | 04 Dec 2023, 20:19 |
| SCHW | SCHWAB CHARLES CORP | 03 Nov 2023 | 1 | -$174,964 | 4 | CFO | 07 Nov 2023, 16:35 |
| SCHW | SCHWAB CHARLES CORP | 18 Sep 2023 | 3 | -$129,635 | 4 | Chief Financial Officer | 20 Sep 2023, 16:13 |
| SCHW | SCHWAB CHARLES CORP | 14 Mar 2023 | 1 | +$289,780 | 4 | MD and CFO | 14 Mar 2023, 19:06 |
| SCHW | SCHWAB CHARLES CORP | 02 Mar 2023 | 2 | -$1,480,314 | 4 | MD and CFO | 06 Mar 2023, 20:06 |
| SCHW | SCHWAB CHARLES CORP | 01 Mar 2023 | 1 | $0 | 4 | MD and CFO | 03 Mar 2023, 19:20 |
| SCHW | SCHWAB CHARLES CORP | 22 Mar 2022 | 1 | -$283,374 | 4 | MD, EVP, and CFO | 22 Mar 2022, 16:27 |
| SCHW | SCHWAB CHARLES CORP | 16 Mar 2022 | 1 | -$270,957 | 4 | MD, EVP, and CFO | 17 Mar 2022, 12:37 |
| SCHW | SCHWAB CHARLES CORP | 01 Mar 2022 | 2 | +$747,944 | 4 | MD, EVP, and CFO | 03 Mar 2022, 18:28 |
| SCHW | SCHWAB CHARLES CORP | 07 Feb 2022 | 3 | -$524,931 | 4 | MD, EVP, and CFO | 08 Feb 2022, 15:13 |
| SCHW | SCHWAB CHARLES CORP | 01 Feb 2022 | 4 | -$397,544 | 4 | MD, EVP, and CFO | 02 Feb 2022, 14:15 |
| SCHW | SCHWAB CHARLES CORP | 22 Nov 2021 | 1 | $0 | 4 | EVP and CFO | 22 Nov 2021, 16:46 |
| SCHW | SCHWAB CHARLES CORP | 22 Oct 2021 | 1 | -$917,134 | 4 | EVP and CFO | 25 Oct 2021, 13:27 |
| SCHW | SCHWAB CHARLES CORP | 23 Aug 2021 | 1 | -$325,899 | 4 | EVP and CFO | 24 Aug 2021, 20:03 |
| SCHW | SCHWAB CHARLES CORP | 03 Jun 2021 | 3 | -$525,943 | 4 | EVP and CFO | 03 Jun 2021, 15:20 |
| SCHW | SCHWAB CHARLES CORP | 01 Jun 2021 | 1 | -$29,630 | 4 | EVP and CFO | 02 Jun 2021, 18:07 |
| SCHW | SCHWAB CHARLES CORP | 24 May 2021 | 3 | -$712,331 | 4 | EVP and CFO | 24 May 2021, 18:35 |