-
Signature
-
/s/ Jeffrey E. Salvesen, Attorney-in-Fact
-
Stock symbol
-
SCHW
-
Transactions as of
-
Jun 5, 2025
-
Transactions value $
-
-$2,093,956
-
Form type
-
4
-
Date filed
-
6/6/2025, 04:16 PM
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 |
2025-06-06 |
0001950787 |
Transactions Table
| Type |
Sym |
Class |
Transaction |
Value $ |
Shares |
Change % |
* Price $ |
Shares After |
Date |
Ownership |
Footnotes |
| transaction |
SCHW |
Common Stock |
Sale |
-$1.26M |
-14.4K |
-0.95% |
$87.25 |
1.51M |
Jun 5, 2025 |
by Trust |
F1, F2 |
| transaction |
SCHW |
Common Stock |
Sale |
-$838K |
-9.6K |
-1.96% |
$87.25 |
479K |
Jun 5, 2025 |
by Spouse as Trustee |
F1, F2 |
| holding |
SCHW |
Common Stock |
|
|
|
|
|
9.62K |
Jun 5, 2025 |
Direct |
|
| holding |
SCHW |
Common Stock |
|
|
|
|
|
2.8K |
Jun 5, 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: