| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | MD Head of Advisor Services | Common Stock | 121,666 | $9,124,946 | $75.00 | 12 Jun 2024 | by Trust |
| SCHWAB CHARLES CORP | MD Head of Advisor Services | Common Stock | 3,740 | $280,479 | $75.00 | 12 Jun 2024 | by 401(k) |
| SCHWAB CHARLES CORP | MD Head of Advisor Services | Common Stock | 673 | $50,510 | $75.00 | 12 Jun 2024 | by ESOP |
| SCHWAB CHARLES CORP | MD Head of Advisor Services | Common Stock | 0 | $0 | $52.05 | 12 Jun 2024 | Direct |
| SCHWAB CHARLES CORP | MD Head of Advisor Services | Nonqualified Stock Option (right to buy) | 44,251 | 12 Jun 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | 12 Jun 2024 | 3 | -$187,364 | 4 | MD Head of Advisor Services | 14 Jun 2024, 19:07 |
| SCHW | SCHWAB CHARLES CORP | 28 May 2024 | 4 | -$4,260,623 | 4 | MD Head of Advisor Services | 30 May 2024, 20:44 |
| SCHW | SCHWAB CHARLES CORP | 01 Mar 2024 | 3 | -$2,072,901 | 4 | MD Head of Advisor Services | 05 Mar 2024, 20:55 |
| SCHW | SCHWAB CHARLES CORP | 17 Mar 2023 | 1 | +$274,154 | 4 | MD, Head of Adivsor Services | 20 Mar 2023, 17:43 |
| SCHW | SCHWAB CHARLES CORP | 02 Mar 2023 | 2 | -$1,554,941 | 4 | MD, Head of Adivsor Services | 06 Mar 2023, 20:04 |
| SCHW | SCHWAB CHARLES CORP | 01 Mar 2023 | 1 | $0 | 4 | MD, Head of Adivsor Services | 03 Mar 2023, 19:20 |
| SCHW | SCHWAB CHARLES CORP | 01 Mar 2022 | 2 | +$1,087,649 | 4 | MD, EVP - Advisor Services | 03 Mar 2022, 18:24 |
| SCHW | SCHWAB CHARLES CORP | 25 Oct 2021 | 0 | $0 | 4/A | MD, EVP - Advisor Services | 07 Apr 2022, 16:29 |
| SCHW | SCHWAB CHARLES CORP | 25 Oct 2021 | 3 | -$12,303 | 4 | EVP - Advisor Services | 25 Oct 2021, 19:55 |
| SCHW | SCHWAB CHARLES CORP | 11 Oct 2021 | 3 | -$1,551,894 | 4 | EVP - Advisor Services | 12 Oct 2021, 11:43 |