Filing Details
- Accession Number:
- 0001950787-25-000009
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2025-04-07 19:02:59
- Reporting Period:
- 2025-04-03
- Filing Date:
- 2025-04-07
- Accepted Time:
- 2025-04-07 19:02:59
- SEC Url:
- Form 4 Filing
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 | 2025-04-03 | 12,253 | $74.89 | 1,547,741 | No | 4 | S | Indirect | by Trust |
| Common Stock | Disposition | 2025-04-03 | 2,147 | $75.20 | 1,545,594 | No | 4 | S | Indirect | by Trust |
| Common Stock | Disposition | 2025-04-03 | 8,350 | $74.90 | 506,979 | No | 4 | S | Indirect | by Spouse as Trustee |
| Common Stock | Disposition | 2025-04-03 | 1,250 | $75.22 | 505,729 | 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 August 14, 2024.
- This transaction was executed in multiple trades at prices ranging from $74.145 to 75.14. 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 $75.15 to $75.28. 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 $74.145 to $75.13. 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 $75.15 to $75.265. 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.
Billionaire Hedge Funds
