| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | MD, Head of Advisor Services | Common Stock | 44.4K | $3.51M | $79.05 | Mar 1, 2025 | Direct |
| SCHWAB CHARLES CORP | MD, Head of Advisor Services | Common Stock | 18.1K | $1.43M | $79.05 | Mar 1, 2025 | by Trust |
| SCHWAB CHARLES CORP | MD, Head of Advisor Services | Nonqualified Stock Option (right to buy) | 30.1K | Mar 3, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | Mar 1, 2025 | 3 | -$165K | 4 | Mar 4, 2025 | MD, Head of Advisor Services |
| SCHW | SCHWAB CHARLES CORP | Nov 25, 2024 | 3 | -$86.9K | 4 | Nov 27, 2024 | MD, Head of Advisor Services |
| SCHW | SCHWAB CHARLES CORP | Nov 14, 2024 | 3 | -$101K | 4 | Nov 18, 2024 | MD, Head of Advisor Services |
| SCHW | SCHWAB CHARLES CORP | Nov 11, 2024 | 3 | -$81.9K | 4 | Nov 12, 2024 | MD, Head of Advisor Services |
| SCHW | SCHWAB CHARLES CORP | Jul 11, 2024 | 3 | -$24K | 4 | Jul 15, 2024 | MD, Head of Advisor Services |
| SCHW | SCHWAB CHARLES CORP | Jul 1, 2024 | 1 | $0 | 4 | Jul 3, 2024 | MD, Head of Advisor Services |
| SCHW | SCHWAB CHARLES CORP | Jun 29, 2024 | 0 | $0 | 3 | Jul 3, 2024 | MD, Head of Advisor Services |