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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 18-Apr-24 9:13 PM View:  | Schwab Charles Corp (SCHW) | 16-Apr-24 | Gift | 133 | -- | -- | (< 1%) 83.25K to 83.11K | |
| 18-Apr-24 9:13 PM View: | Schwab Charles Corp (SCHW) | 16-Apr-24 | Sale | 10,000 | $72.40 | $723,975.00 | (12%) 83.11K to 73.11K | |
| 25-Mar-24 9:05 PM View: | Schwab Charles Corp (SCHW) | 21-Mar-24 | Option Exercise | 12,948 | $26.39 | $341,698.00 | 16% 83.25K to 96.19K | |
| 25-Mar-24 9:05 PM View: | Schwab Charles Corp (SCHW) | 21-Mar-24 | Option Sale | 12,948 | $70.03 | $906,686.00 | (13%) 96.19K to 83.25K | |
| 08-Mar-24 9:09 PM View: | Schwab Charles Corp (SCHW) | 06-Mar-24 | Sale (Planned) | 29,991 | $67.80 | $2,033,270.00 | (26%) 113.24K to 83.25K | |
| 05-Mar-24 7:50 PM View: | Schwab Charles Corp (SCHW) | 01-Mar-24 | Grant | 55,060 | -- | -- | 66% 83.25K to 138.31K | |
| 05-Mar-24 7:50 PM View: | Schwab Charles Corp (SCHW) | 01-Mar-24 | Payment of Exercise | 25,069 | $66.36 | $1,663,480.00 | (18%) 138.31K to 113.24K | |
| 06-Mar-23 9:08 PM View: | Schwab Charles Corp (SCHW) | 02-Mar-23 | Grant | 40,825 | -- | -- | 69% 58.76K to 99.58K | |
| 06-Mar-23 9:08 PM View: | Schwab Charles Corp (SCHW) | 02-Mar-23 | Payment of Exercise | 18,298 | $76.46 | $1,399,110.00 | (18%) 99.58K to 81.28K | |
| 28-Feb-23 4:16 PM View: | Schwab Charles Corp (SCHW) | 24-Feb-23 | Market Sale | 10,796 | $80.23 | $866,145.00 | (16%) 69.55K to 58.76K | (14%) |
| 19-Dec-22 4:56 PM View: | Schwab Charles Corp (SCHW) | 28-Nov-22 | Gift | 171 | -- | -- | (< 1%) 69.6K to 69.43K | |
| 01-Nov-22 5:24 PM View: | Schwab Charles Corp (SCHW) | 28-Oct-22 | Sale | 16,169 | $80.00 | $1,293,440.00 | (23%) 69.07K to 52.91K | |
| 03-Mar-22 7:27 PM View: | Schwab Charles Corp (SCHW) | 01-Mar-22 | Option Exercise | 9,916 | $80.06 | $793,900.00 | 17% 58.76K to 68.67K | |
| 25-Oct-21 4:41 PM View: | Schwab Charles Corp (SCHW) | 22-Oct-21 | Gift | 239 | -- | -- | (< 1%) 86.5K to 86.26K | |
| 25-Oct-21 4:41 PM View: | Schwab Charles Corp (SCHW) | 22-Oct-21 | Option Exercise | 28,000 | $26.39 | $738,920.00 | 48% 58.5K to 86.5K | |
| 25-Oct-21 4:41 PM View: | Schwab Charles Corp (SCHW) | 22-Oct-21 | Market Option Sale | 28,000 | $83.26 | $2,331,230.00 | (32%) 86.26K to 58.26K | 1% |
| 26-Aug-21 12:07 PM View: | Schwab Charles Corp (SCHW) | 25-Aug-21 | Option Exercise | 25,000 | $26.39 | $659,750.00 | 43% 58.5K to 83.5K | |
| 26-Aug-21 12:07 PM View: | Schwab Charles Corp (SCHW) | 25-Aug-21 | Market Option Sale | 25,000 | $74.76 | $1,868,920.00 | (30%) 83.5K to 58.5K | (10%) |
| 28-May-21 5:21 PM View: | Schwab Charles Corp (SCHW) | 28-May-21 | Option Exercise | 25,000 | $30.17 | $754,250.00 | 43% 58.5K to 83.5K | |
| 28-May-21 5:21 PM View: | Schwab Charles Corp (SCHW) | 28-May-21 | Market Option Sale | 25,000 | $74.01 | $1,850,180.00 | (30%) 83.5K to 58.5K | (11%) |
| 03-Mar-21 6:33 PM View: | Schwab Charles Corp (SCHW) | 01-Mar-21 | Option Exercise | 7,067 | $63.75 | $450,521.00 | 14% 50.96K to 58.03K | 29% |
| 17-Feb-21 3:39 PM View: | Schwab Charles Corp (SCHW) | 12-Feb-21 | Option Exercise | 36,665 | $29.34 | $1,075,620.00 | 72% 50.82K to 87.49K | |
| 17-Feb-21 3:39 PM View: | Schwab Charles Corp (SCHW) | 12-Feb-21 | Market Option Sale | 36,665 | $57.92 | $2,123,650.00 | (42%) 87.49K to 50.82K | (42%) |
| 04-Mar-20 8:46 PM View: | Schwab Charles Corp (SCHW) | 02-Mar-20 | Option Exercise | 9,284 | $40.81 | $378,880.00 | 23% 40.12K to 49.41K | 100% |
| 03-Jun-19 4:23 PM View: | Schwab Charles Corp (SCHW) | 31-May-19 | Gift | 236 | -- | -- | (< 1%) 39.88K to 39.64K | |
| 18-Apr-19 5:29 PM View: | Schwab Charles Corp (SCHW) | 17-Apr-19 | Market Sale | 23,200 | $45.70 | $1,060,300.00 | (37%) 63.08K to 39.88K | (77%) |
| 16-Apr-19 7:57 PM View: | Schwab Charles Corp (SCHW) | 16-Apr-19 | Option Exercise | 73,234 | $24.37 | $1,784,670.00 | 156% 46.84K to 120.08K | |
| 16-Apr-19 7:57 PM View: | Schwab Charles Corp (SCHW) | 16-Apr-19 | Market Option Sale | 57,000 | $45.64 | $2,601,610.00 | (47%) 120.08K to 63.08K | (77%) |
| 05-Mar-19 3:46 PM View: | Schwab Charles Corp (SCHW) | 01-Mar-19 | Option Exercise | 13,858 | $46.77 | $648,139.00 | 42% 32.86K to 46.72K | 73% |
| 30-Apr-18 7:03 PM View: | Schwab Charles Corp (SCHW) | 27-Apr-18 | Option Exercise | 13,000 | $15.02 | $195,260.00 | 40% 32.63K to 45.63K | |
| 30-Apr-18 7:03 PM View: | Schwab Charles Corp (SCHW) | 27-Apr-18 | Market Option Sale | 13,000 | $55.97 | $727,580.00 | (28%) 45.63K to 32.63K | (43%) |
| 06-Mar-18 7:27 PM View: | Schwab Charles Corp (SCHW) | 05-Mar-18 | Option Exercise | 2,063 | $52.82 | $108,968.00 | 7% 30.52K to 32.59K | 52% |
| 05-Mar-18 7:17 PM View: | Schwab Charles Corp (SCHW) | 02-Mar-18 | Option Exercise | 6,944 | $51.62 | $358,415.00 | 29% 23.58K to 30.52K | 55% |
| 26-Feb-18 6:27 PM View: | Schwab Charles Corp (SCHW) | 26-Feb-18 | Option Exercise | 15,000 | $16.40 | $246,000.00 | 64% 23.58K to 38.58K | |
| 26-Feb-18 6:27 PM View: | Schwab Charles Corp (SCHW) | 26-Feb-18 | Market Option Sale | 15,000 | $53.28 | $799,234.00 | (39%) 38.58K to 23.58K | (50%) |
| 27-Nov-17 1:30 PM View: | Schwab Charles Corp (SCHW) | 22-Nov-17 | Option Exercise | 10,000 | $13.64 | $136,400.00 | 43% 23.44K to 33.44K | |
| 27-Nov-17 1:30 PM View: | Schwab Charles Corp (SCHW) | 22-Nov-17 | Market Option Sale | 10,000 | $45.79 | $457,874.00 | (30%) 33.44K to 23.44K | (75%) |
| 02-Nov-17 2:50 PM View: | Schwab Charles Corp (SCHW) | 02-Nov-17 | Gift | 181 | -- | -- | (< 1%) 23.62K to 23.44K | |
| 31-Oct-17 5:18 PM View: | Schwab Charles Corp (SCHW) | 31-Oct-17 | Market Sale | 8,000 | $45.15 | $361,194.00 | (34%) 23.62K to 15.62K | (77%) |
| 06-Mar-17 7:40 PM View: | Schwab Charles Corp (SCHW) | 03-Mar-17 | Option Exercise | 1,956 | $42.42 | $82,973.50 | 9% 21.6K to 23.55K | 88% |
| 06-Mar-17 7:40 PM View: | Schwab Charles Corp (SCHW) | 02-Mar-17 | Option Exercise | 1,338 | $42.51 | $56,878.40 | 7% 20.26K to 21.6K | 88% |
| 02-Mar-17 9:20 PM View: | Schwab Charles Corp (SCHW) | 01-Mar-17 | Option Exercise | 2,762 | $42.38 | $117,054.00 | 16% 17.5K to 20.26K | 88% |
| 23-Feb-17 4:35 PM View: | Schwab Charles Corp (SCHW) | 22-Feb-17 | Gift | 17,506 | -- | -- | (50%) 35.01K to 17.5K | |
| 23-Nov-16 3:31 PM View: | Schwab Charles Corp (SCHW) | 23-Nov-16 | Option Exercise | 13,000 | $12.45 | $161,850.00 | 37% 34.86K to 47.86K | |
| 23-Nov-16 3:31 PM View: | Schwab Charles Corp (SCHW) | 23-Nov-16 | Market Option Sale | 13,000 | $38.82 | $504,665.00 | (27%) 47.86K to 34.86K | (106%) |
| 14-Nov-16 7:23 PM View: | Schwab Charles Corp (SCHW) | 10-Nov-16 | Gift | 274 | -- | -- | (< 1%) 45.14K to 44.86K | |
| 14-Nov-16 7:23 PM View: | Schwab Charles Corp (SCHW) | 10-Nov-16 | Option Exercise | 10,000 | $12.93 | $129,300.00 | 28% 35.14K to 45.14K | |
| 14-Nov-16 7:23 PM View: | Schwab Charles Corp (SCHW) | 10-Nov-16 | Market Option Sale | 10,000 | $34.38 | $343,770.00 | (22%) 44.86K to 34.86K | (133%) |
| 21-Oct-16 5:37 PM View: | Schwab Charles Corp (SCHW) | 20-Oct-16 | Option Exercise | 15,000 | $11.75 | $176,250.00 | 43% 35.14K to 50.14K | |
| 21-Oct-16 5:37 PM View: | Schwab Charles Corp (SCHW) | 20-Oct-16 | Market Option Sale | 15,000 | $32.22 | $483,230.00 | (30%) 50.14K to 35.14K | (149%) |