person · Reporting owner
Schwab-Pomerantz Carolyn
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | Director | August 26, 2026 | August 27, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SCHWAB CHARLES CORP
Report date August 26, 2026 · Filed August 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 1,323,161.6599 |
Reported balance
After 2026-08-26 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-26 · Sale · Disposed 9,175 · Balance 1,323,161.6599 F1: This transaction was executed in multiple trades at prices ranging from $109.22 to $109.36. 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 affected. |
| Common StockSEC Table I · non-derivative | Direct | 11,226 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,226 |
| Common StockSEC Table I · non-derivative | Indirectby Spouse as Trustee | 436,149 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 436,149 |
| Common StockSEC Table I · non-derivative | Indirectby LLC | 2,798 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,798 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $109.22 to $109.36. 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 affected.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 26, 2026 Filed Aug 27, 2026 22:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,175 | $109.25 | $1,002,397.19 |
DisclosureSEC source: 0001950787-26-000016 · wk-form4_1787868012.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,323,161.6599 F1 · price: This transaction was executed in multiple trades at prices ranging from $109.22 to $109.36. 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 affected. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 22:36 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 18,561 | $107.70 | $1,999,015.99 |
DisclosureSEC source: 0001950787-26-000014 · wk-form4_1786142212.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,332,336.6599 F1 · price: This transaction was executed in multiple trades at prices ranging from $107.53 to $107.87. 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 affected. Read SEC document |
| August 04, 2026 Filed Aug 5, 2026 23:36 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 22,640 | $106.36 | $2,408,035.68 |
DisclosureSEC source: 0001950787-26-000012 · wk-form4_1785973004.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,350,897.6599 F1 · price: This transaction was executed in multiple trades at prices ranging from $106.22 to $106.46. 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 affected. Read SEC document |
| July 28, 2026 Filed Jul 31, 2026 00:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 271 | $0.00 | $0.00 |
DisclosureSEC source: 0001950787-26-000009 · wk-form4_1785458029.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,373,537.6599 Read SEC document |
| July 28, 2026 Filed Jul 31, 2026 00:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 22,650 | $105.71 | $2,394,399.45 |
DisclosureSEC source: 0001950787-26-000009 · wk-form4_1785458029.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,373,808.6599 F1 · price: This transaction was executed in multiple trades at prices ranging from $105.60 to $105.82. 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. Read SEC document |
| May 26, 2026 Filed May 28, 2026 21:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 3,977 | $0.00 Strike: $89.40 | $0.00 |
DisclosureSEC source: 0001950787-26-000006 · wk-form4_1780004043.xml · derivative · entry 5 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,977 Underlying: Common Stock · 3,977 shares Expires 2036-05-26 F2 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date Read SEC document |
| May 26, 2026 Filed May 28, 2026 21:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001950787-26-000006 · wk-form4_1780004043.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,226 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 05, 2026 Filed May 6, 2026 21:55 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 9,910 | $0.00 Strike: $31.65 | $0.00 |
DisclosureSEC source: 0001950787-26-000004 · wk-form4_1778104512.xml · derivative · entry 5 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,910 shares Expires 2026-11-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on the first anniversary of the grant date. Read SEC document |
| May 05, 2026 Filed May 6, 2026 21:55 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,910 | $92.29 | $914,609.76 |
DisclosureSEC source: 0001950787-26-000004 · wk-form4_1778104512.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,396,458.6599 F2 · price: This transaction was executed in multiple trades at prices ranging from $92.23 to $92.38. 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 affected. Read SEC document |
| May 05, 2026 Filed May 6, 2026 21:55 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 9,910 | $31.65 | $313,651.50 |
DisclosureSEC source: 0001950787-26-000004 · wk-form4_1778104512.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,624 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| January 22, 2026 Filed Jan 27, 2026 01:11 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,765 | $105.02 | $500,400.29 |
DisclosureSEC source: 0001950787-26-000002 · wk-form4_1769476285.xml · nonDerivative · entry 4 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 436,149 F4 · price: This transaction was executed in multiple trades at prices ranging from $105.00 to $105.10. 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. Read SEC document |
| January 22, 2026 Filed Jan 27, 2026 01:11 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,525 | $105.18 | $1,001,791.88 |
DisclosureSEC source: 0001950787-26-000002 · wk-form4_1769476285.xml · nonDerivative · entry 3 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,396,458.6599 F3 · price: This transaction was executed in multiple trades at prices ranging from $105.05 to $105.40. 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. Read SEC document |
| January 22, 2026 Filed Jan 27, 2026 01:11 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,525 | $105.19 | $1,001,928.08 |
DisclosureSEC source: 0001950787-26-000002 · wk-form4_1769476285.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,405,983.6599 F2 · price: This transaction was executed in multiple trades at prices ranging from $105.07 to $105.28. 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. Read SEC document |
| January 22, 2026 Filed Jan 27, 2026 01:11 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 19,050 | $105.25 | $2,004,961.07 |
DisclosureSEC source: 0001950787-26-000002 · wk-form4_1769476285.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,415,508.6599 F1 · price: This transaction was executed in multiple trades at prices ranging from $105.055 to $105.37. 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. Read SEC document |
| November 10, 2025 Filed Nov 14, 2025 02:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 298 | $0.00 | $0.00 |
DisclosureSEC source: 0001950787-25-000034 · wk-form4_1763087189.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,434,558.6599 Read SEC document |
| October 02, 2025 Filed Oct 3, 2025 22:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,600 | $92.55 | $888,523.20 |
DisclosureSEC source: 0001950787-25-000032 · wk-form4_1759532230.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 440,914 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $92.185 to $92.94. 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. Read SEC document |
| October 02, 2025 Filed Oct 3, 2025 22:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 14,400 | $92.55 | $1,332,669.60 |
DisclosureSEC source: 0001950787-25-000032 · wk-form4_1759532230.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,434,856.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $92.185 to $92.93. 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. Read SEC document |
| September 04, 2025 Filed Sep 6, 2025 00:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,600 | $96.64 | $927,717.12 |
DisclosureSEC source: 0001950787-25-000030 · wk-form4_1757116903.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 450,514 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $96.235 to $96.92. 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. Read SEC document |
| September 04, 2025 Filed Sep 6, 2025 00:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 14,400 | $96.64 | $1,391,582.88 |
DisclosureSEC source: 0001950787-25-000030 · wk-form4_1757116903.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,449,256.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $96.235 to $96.93. 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. Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 21:52 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 13,542 | $96.06 | $1,300,802.54 |
DisclosureSEC source: 0001950787-25-000028 · wk-form4_1756331570.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,463,656.6599 F1 · price: This transaction was executed in multiple trades at prices ranging from $96.00 to $96.16. 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. Read SEC document |
| August 07, 2025 Filed Aug 8, 2025 22:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $97.21 | $19,441.00 |
DisclosureSEC source: 0001950787-25-000026 · wk-form4_1754693186.xml · nonDerivative · entry 4 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 460,114 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. Read SEC document |
| August 07, 2025 Filed Aug 8, 2025 22:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,400 | $96.68 | $908,808.92 |
DisclosureSEC source: 0001950787-25-000026 · wk-form4_1754693186.xml · nonDerivative · entry 3 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 460,314 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $96.19 to $97.175. 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. Read SEC document |
| August 07, 2025 Filed Aug 8, 2025 22:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 400 | $97.22 | $38,888.00 |
DisclosureSEC source: 0001950787-25-000026 · wk-form4_1754693186.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,477,198.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $97.20 to $97.24. 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. Read SEC document |
| August 07, 2025 Filed Aug 8, 2025 22:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 14,000 | $96.68 | $1,353,518.60 |
DisclosureSEC source: 0001950787-25-000026 · wk-form4_1754693186.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,477,598.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $96.19 to $97.175. 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. Read SEC document |
| July 03, 2025 Filed Jul 7, 2025 22:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,600 | $91.59 | $879,249.60 |
DisclosureSEC source: 0001950787-25-000022 · wk-form4_1751927724.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 469,714 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $91.095 to 91.84. 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. Read SEC document |
| July 03, 2025 Filed Jul 7, 2025 22:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 14,400 | $91.59 | $1,318,904.64 |
DisclosureSEC source: 0001950787-25-000022 · wk-form4_1751927724.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,491,598.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $91.10 to 91.85. 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. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 20:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,600 | $87.25 | $837,592.32 |
DisclosureSEC source: 0001950787-25-000019 · wk-form4_1749240973.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 479,314 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $87.00 to 87.53. 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. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 20:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 14,400 | $87.25 | $1,256,364.00 |
DisclosureSEC source: 0001950787-25-000019 · wk-form4_1749240973.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,505,998.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $87.00 to 87.53. 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. Read SEC document |
| May 27, 2025 Filed May 29, 2025 22:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 3,646 | $0.00 Strike: $88.63 | $0.00 |
DisclosureSEC source: 0001950787-25-000017 · wk-form4_1748559531.xml · derivative · entry 5 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,646 Underlying: Common Stock · 3,646 shares Expires 2035-05-27 F2 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 27, 2025 Filed May 29, 2025 22:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001950787-25-000017 · wk-form4_1748559531.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,624 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 16, 2025 Filed May 19, 2025 20:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 7,215 | $88.73 | $640,189.84 |
DisclosureSEC source: 0001950787-25-000015 · wk-form4_1747684892.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 488,914 F2 · price: This transaction was executed in multiple trades at prices ranging from $88.685 to $88.77. 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. Read SEC document |
| May 16, 2025 Filed May 19, 2025 20:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 10,795 | $88.74 | $957,975.29 |
DisclosureSEC source: 0001950787-25-000015 · wk-form4_1747684892.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,520,398.6599 F1 · price: This transaction was executed in multiple trades at prices ranging from $88.685 to $88.80. 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. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:14 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,600 | $81.14 | $778,972.80 |
DisclosureSEC source: 0001950787-25-000013 · wk-form4_1746216884.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 496,129 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $81.02 to $81.34. 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. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:14 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 14,400 | $81.14 | $1,168,427.52 |
DisclosureSEC source: 0001950787-25-000013 · wk-form4_1746216884.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,531,193.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $81.01 to 81.40. 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. Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 15:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 6,897 | $0.00 Strike: $31.37 | $0.00 |
DisclosureSEC source: 0001950787-25-000011 · wk-form4_1745510233.xml · derivative · entry 5 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,897 shares Expires 2025-11-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 15:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 6,897 | $76.77 | $529,448.21 |
DisclosureSEC source: 0001950787-25-000011 · wk-form4_1745510233.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,545,593.6599 F2 · price: The transaction was executed in multiple trades at prices ranging from $76.69 to $76.845. 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 transfer of shares and prices at which the transaction was effected. Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 15:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 6,897 | $31.37 | $216,358.89 |
DisclosureSEC source: 0001950787-25-000011 · wk-form4_1745510233.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,162 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| April 03, 2025 Filed Apr 7, 2025 23:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,250 | $75.22 | $94,018.75 |
DisclosureSEC source: 0001950787-25-000009 · wk-form4_1744066973.xml · nonDerivative · entry 4 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 505,729 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F5 · price: 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. Read SEC document |
| April 03, 2025 Filed Apr 7, 2025 23:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 8,350 | $74.90 | $625,397.47 |
DisclosureSEC source: 0001950787-25-000009 · wk-form4_1744066973.xml · nonDerivative · entry 3 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 506,979 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F4 · price: 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. Read SEC document |
| April 03, 2025 Filed Apr 7, 2025 23:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,147 | $75.20 | $161,449.68 |
DisclosureSEC source: 0001950787-25-000009 · wk-form4_1744066973.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,545,593.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F3 · price: 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. Read SEC document |
| April 03, 2025 Filed Apr 7, 2025 23:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 12,253 | $74.89 | $917,607.57 |
DisclosureSEC source: 0001950787-25-000009 · wk-form4_1744066973.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,547,740.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F2 · price: 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. Read SEC document |
| March 06, 2025 Filed Mar 11, 2025 00:47 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,600 | $75.59 | $725,658.24 |
DisclosureSEC source: 0001950787-25-000007 · wk-form4_1741654013.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 515,329 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $75.26 to $75.90. 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. Read SEC document |
| March 06, 2025 Filed Mar 11, 2025 00:47 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 14,400 | $75.58 | $1,088,385.12 |
DisclosureSEC source: 0001950787-25-000007 · wk-form4_1741654013.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,559,993.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $75.25 to 75.90. 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. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 23:28 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,600 | $82.70 | $793,937.28 |
DisclosureSEC source: 0001950787-25-000004 · wk-form4_1738970903.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 524,929 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $82.35 to 82.98. 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. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 23:28 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 14,400 | $82.70 | $1,190,908.80 |
DisclosureSEC source: 0001950787-25-000004 · wk-form4_1738970903.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,574,393.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $82.33 to 83.01. 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. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 22:41 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,600 | $74.14 | $711,726.72 |
DisclosureSEC source: 0001950787-25-000002 · wk-form4_1735944091.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 534,529 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $73.81 to $74.53. 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. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 22:41 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 14,400 | $74.14 | $1,067,603.04 |
DisclosureSEC source: 0001950787-25-000002 · wk-form4_1735944091.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,588,793.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $73.82 to $74.57. 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. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 00:59 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,600 | $79.29 | $285,435.36 |
DisclosureSEC source: 0001950787-24-000035 · wk-form4_1734483564.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 544,129 F1 · kind: The transaction was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 10, 2023. F3 · price: This transaction was executed in multiple trades at prices ranging from $78.83 to $79.68. 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. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 00:59 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,400 | $79.28 | $428,100.12 |
DisclosureSEC source: 0001950787-24-000035 · wk-form4_1734483564.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,603,193.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 10, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $78.76 to $79.68. 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. Read SEC document |
| November 26, 2024 Filed Nov 29, 2024 22:52 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001950787-24-000033 · wk-form4_1732920767.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,608,593.6599 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.