-
Signature
-
/s/ Jeffrey E. Salvesen, Attorney-in-Fact
-
Issuer symbol
-
SCHW
-
Transactions as of
-
05 Jun 2025
-
Net transactions value
-
-$2,093,956
-
Form type
-
4
-
Filing time
-
06 Jun 2025, 16:16:24 UTC
Reporting Owners (1)
| Name |
Relationship |
Address |
Signature |
Signature date |
CIK |
| Schwab-Pomerantz Carolyn |
Director |
3000 SCHWAB WAY, WESTLAKE |
/s/ Jeffrey E. Salvesen, Attorney-in-Fact |
06 Jun 2025 |
0001950787 |
Transactions Table
| Type |
Sym |
Class |
Transaction |
Value $ |
Shares |
Change % |
* Price $ |
Shares After |
Date |
Ownership |
Footnotes |
| transaction |
SCHW |
Common Stock |
Sale |
$1,256,364 |
-14,400 |
-0.95% |
$87.25 |
1,505,999 |
05 Jun 2025 |
by Trust |
F1, F2 |
| transaction |
SCHW |
Common Stock |
Sale |
$837,592 |
-9,600 |
-2% |
$87.25 |
479,314 |
05 Jun 2025 |
by Spouse as Trustee |
F1, F2 |
| holding |
SCHW |
Common Stock |
|
|
|
|
|
9,624 |
05 Jun 2025 |
Direct |
|
| holding |
SCHW |
Common Stock |
|
|
|
|
|
2,798 |
05 Jun 2025 |
by LLC |
|
* An asterisk sign (*) next to the price indicates that the price is likely invalid.
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
Explanation of Responses: