| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | Director | Common Stock | 526K | $42.1M | $80.00 | Mar 31, 2025 | Direct |
| SCHWAB CHARLES CORP | Director | Common Stock | 295K | $23.6M | $80.00 | Mar 31, 2025 | by Spouse as Trustee |
| SCHWAB CHARLES CORP | Director | Common Stock | 7.87K | $629K | $80.00 | Mar 31, 2025 | By Spouse |
| SCHWAB CHARLES CORP | Director | Nonqualified Stock Option (right to buy) | 4.5K | May 28, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | Mar 31, 2025 | 1 | $0 | 4 | Apr 2, 2025 | Director |
| SCHW | SCHWAB CHARLES CORP | May 28, 2024 | 2 | $0 | 4 | May 30, 2024 | Director |
| SCHW | SCHWAB CHARLES CORP | May 22, 2023 | 2 | $0 | 4 | May 24, 2023 | Director |
| SCHW | SCHWAB CHARLES CORP | Mar 14, 2023 | 1 | $568K | 4 | Mar 14, 2023 | Director |
| SCHW | SCHWAB CHARLES CORP | May 19, 2022 | 2 | $0 | 4 | May 23, 2022 | Director |
| SCHW | SCHWAB CHARLES CORP | Oct 19, 2021 | 1 | $0 | 4 | Oct 20, 2021 | Director |
| SCHW | SCHWAB CHARLES CORP | May 17, 2021 | 2 | $0 | 4 | May 19, 2021 | Director |