Home > Insider Trading > Filing (0001950787-24-000022)

Filing Details

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
316709	Schwab Charles Corp	SCHW	Security Brokers, Dealers & Flotation Companies (6211)	943025021

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1950787	Carolyn Schwab-Pomerantz	3000 Schwab Way Westlake TX 76262		Yes	No	No	No

Reported Non-Derivative Transactions

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Common Stock	Disposition	2024-07-19	5,100	$61.93	1,659,006	No	4	S	Indirect	by Trust
Common Stock	Disposition	2024-07-19	300	$62.45	1,658,706	No	4	S	Indirect	by Trust
Common Stock	Disposition	2024-07-19	3,500	$61.95	567,157	No	4	S	Indirect	by Spouse as Trustee
Common Stock	Disposition	2024-07-19	100	$62.65	567,057	No	4	S	Indirect	by Spouse as Trustee

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	S	Indirect	by Trust
No	4	S	Indirect	by Trust
No	4	S	Indirect	by Spouse as Trustee
No	4	S	Indirect	by Spouse as Trustee

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Common Stock	8,162	Direct
Common Stock	2,798	Indirect	by LLC

Footnotes

The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2023.
This transaction was executed in multiple trades at prices ranging from $61.345 to $62.235. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
This transaction was executed in multiple trades at prices ranging from $62.35 to $62.65. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
This transaction was executed in multiple trades at prices ranging from $61.35 to $62.34. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.