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 |
|---|---|---|---|---|---|---|
| November 15, 2024 Filed Nov 19, 2024 23:13 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,600 | $80.02 | $288,080.64 |
DisclosureSEC source: 0001950787-24-000031 · wk-form4_1732058024.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 547,729 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 $79.915 to $80.18. 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 15, 2024 Filed Nov 19, 2024 23:13 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,400 | $80.04 | $432,208.44 |
DisclosureSEC source: 0001950787-24-000031 · wk-form4_1732058024.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,608,913.6599 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 $79.90 to $80.17. 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 17, 2024 Filed Oct 18, 2024 20:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,600 | $72.22 | $259,992.00 |
DisclosureSEC source: 0001950787-24-000028 · wk-form4_1729282707.xml · nonDerivative · entry 3 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 551,329 F1 · kind: The transaction was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 10, 2023. F4 · price: This transaction was executed in multiple trades at prices ranging from $71.92 to $72.70. 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 17, 2024 Filed Oct 18, 2024 20:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 20,800 | $72.14 | $1,500,414.24 |
DisclosureSEC source: 0001950787-24-000028 · wk-form4_1729282707.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,614,313.6599 F3 · price: This transaction was executed in multiple trades at prices ranging from $72.045 to $ 72.29. 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 17, 2024 Filed Oct 18, 2024 20:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,400 | $72.22 | $389,972.88 |
DisclosureSEC source: 0001950787-24-000028 · wk-form4_1729282707.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,635,113.6599 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 $71.90 to $72.70. 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 17, 2024 Filed Sep 20, 2024 21:24 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,600 | $64.06 | $230,603.04 |
DisclosureSEC source: 0001950787-24-000026 · wk-form4_1726867460.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 554,929 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 $63.48 to $64.36. 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 effected. Read SEC document |
| September 17, 2024 Filed Sep 20, 2024 21:24 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,400 | $64.05 | $345,850.56 |
DisclosureSEC source: 0001950787-24-000026 · wk-form4_1726867460.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,640,513.6599 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 $63.45 to $64.33. 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 16, 2024 Filed Aug 19, 2024 23:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,600 | $65.24 | $234,873.00 |
DisclosureSEC source: 0001950787-24-000024 · wk-form4_1724111134.xml · nonDerivative · entry 4 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 558,529 F3 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2023. F5 · price: This transaction was executed in multiple trades at prices ranging from $64.93 to $65.49. 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 16, 2024 Filed Aug 19, 2024 23:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,400 | $65.25 | $352,347.84 |
DisclosureSEC source: 0001950787-24-000024 · wk-form4_1724111134.xml · nonDerivative · entry 3 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,645,913.6599 F3 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2023. F4 · price: This transaction was executed in multiple trades at prices ranging from $64.945 to $65.49. 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 15, 2024 Filed Aug 19, 2024 23:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,928 | $65.13 | $320,945.36 |
DisclosureSEC source: 0001950787-24-000024 · wk-form4_1724111134.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 562,129 F2 · price: This transaction was executed in multiple trades at prices ranging from $65.08 to $65.20. 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 15, 2024 Filed Aug 19, 2024 23:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 7,392 | $65.08 | $481,059.53 |
DisclosureSEC source: 0001950787-24-000024 · wk-form4_1724111134.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,651,313.6599 F1 · price: This transaction was executed in multiple trades at prices ranging from $65.05 to $65.13. 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 |
| July 19, 2024 Filed Jul 24, 2024 01:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $62.65 | $6,265.00 |
DisclosureSEC source: 0001950787-24-000022 · wk-form4_1721783831.xml · nonDerivative · entry 4 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 567,057 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2023. Read SEC document |
| July 19, 2024 Filed Jul 24, 2024 01:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,500 | $61.95 | $216,809.25 |
DisclosureSEC source: 0001950787-24-000022 · wk-form4_1721783831.xml · nonDerivative · entry 3 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 567,157 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2023. F4 · price: 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. Read SEC document |
| July 19, 2024 Filed Jul 24, 2024 01:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 300 | $62.45 | $18,735.00 |
DisclosureSEC source: 0001950787-24-000022 · wk-form4_1721783831.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,658,705.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2023. F3 · price: 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. Read SEC document |
| July 19, 2024 Filed Jul 24, 2024 01:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,100 | $61.93 | $315,824.13 |
DisclosureSEC source: 0001950787-24-000022 · wk-form4_1721783831.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,659,005.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2023. F2 · price: 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. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 22:15 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,600 | $72.49 | $260,958.96 |
DisclosureSEC source: 0001950787-24-000020 · wk-form4_1719267311.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 570,657 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: The transaction was executed in multiple trades at prices ranging from $72.185 to $72.89. 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 20, 2024 Filed Jun 24, 2024 22:15 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,400 | $72.48 | $391,414.14 |
DisclosureSEC source: 0001950787-24-000020 · wk-form4_1719267311.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,664,105.6599 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: The transaction was executed in multiple trades at prices ranging from $72.19 to $72.89. 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 28, 2024 Filed May 30, 2024 23:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 4,496 | $0.00 Strike: $70.79 | $0.00 |
DisclosureSEC source: 0001950787-24-000018 · wk-form4_1717112692.xml · derivative · entry 5 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,496 Underlying: Common Stock · 4,496 shares Expires 2034-05-28 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 28, 2024 Filed May 30, 2024 23:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001950787-24-000018 · wk-form4_1717112692.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,162 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 20, 2024 Filed May 22, 2024 22:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,600 | $78.41 | $282,293.28 |
DisclosureSEC source: 0001950787-24-000016 · wk-form4_1716417337.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 574,257 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $78.215 to $78.79. 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 |
| May 20, 2024 Filed May 22, 2024 22:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,400 | $78.41 | $423,433.98 |
DisclosureSEC source: 0001950787-24-000016 · wk-form4_1716417337.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,669,505.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $78.20 to $78.79. 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 |
| May 09, 2024 Filed May 14, 2024 00:44 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 26,315 | $76.13 | $2,003,429.37 |
DisclosureSEC source: 0001950787-24-000012 · wk-form4_1715647437.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,674,570.6599 F1 · price: The transaction was executed in multiple trades at prices ranging from $76.00 to $76.21. 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 |
| May 06, 2024 Filed May 8, 2024 22:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 13,113 | $76.38 | $1,001,635.19 |
DisclosureSEC source: 0001950787-24-000010 · wk-form4_1715206196.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,700,885.6599 F1 · price: This transaction was executed in multiple trades at prices ranging from $76.345 to $76.50. 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 06, 2024 Filed May 14, 2024 01:23 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 13,113 | $76.38 | $1,001,635.19 |
DisclosureSEC source: 0001950787-24-000014 · wk-form4a_1715649780.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,700,885.6599 F1 · date: The original Form 4, filed on May 8, 2024, is being amended solely to correct an administrative error, which inadvertently omitted 6,353 shares held directly. F2 · price: This transaction was executed in multiple trades at prices ranging from $76.345 to $76.50. 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 19, 2024 Filed Apr 23, 2024 01:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,600 | $73.16 | $263,365.92 |
DisclosureSEC source: 0001950787-24-000008 · wk-form4_1713836010.xml · nonDerivative · entry 4 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 577,857 F3 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $72.88 to $73.41. 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 19, 2024 Filed Apr 23, 2024 01:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,400 | $73.17 | $395,102.34 |
DisclosureSEC source: 0001950787-24-000008 · wk-form4_1713836010.xml · nonDerivative · entry 3 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,713,998.6599 F3 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $72.88 to $73.42. 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 18, 2024 Filed Apr 23, 2024 01:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 7,482 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001950787-24-000008 · wk-form4_1713836010.xml · derivative · entry 6 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,482 shares Expires 2024-11-03 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. F6 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on November 3, 2015. Read SEC document |
| April 18, 2024 Filed Apr 23, 2024 01:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 7,482 | $73.47 | $549,667.37 |
DisclosureSEC source: 0001950787-24-000008 · wk-form4_1713836010.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,719,398.6599 F2 · price: The transaction was executed in multiple trades at prices ranging from $73.2701 to $73.585. 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. F1 · balance_after: Reflects the contribution of 7,482 shares received upon exercise of the option to a revocable trust. Read SEC document |
| April 18, 2024 Filed Apr 23, 2024 01:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 7,482 | $28.44 | $212,788.08 |
DisclosureSEC source: 0001950787-24-000008 · wk-form4_1713836010.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,353 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 7,482 shares received upon exercise of the option to a revocable trust. Read SEC document |
| March 21, 2024 Filed Mar 26, 2024 01:13 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,066 | $71.28 | $75,984.16 |
DisclosureSEC source: 0001950787-24-000006 · wk-form4_1711415586.xml · nonDerivative · entry 4 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 581,457 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 10, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $71.01 to $71.58. The price reported reflects the weighted average purchase 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 21, 2024 Filed Mar 26, 2024 01:13 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,534 | $70.68 | $179,102.11 |
DisclosureSEC source: 0001950787-24-000006 · wk-form4_1711415586.xml · nonDerivative · entry 3 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 582,523 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 10, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $69.99 to $70.99. The price reported reflects the weighted average purchase 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 21, 2024 Filed Mar 26, 2024 01:13 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,144 | $71.21 | $152,678.10 |
DisclosureSEC source: 0001950787-24-000006 · wk-form4_1711415586.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,719,398.6599 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 10, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $70.98 to $71.58. The price reported reflects the weighted average purchase 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 21, 2024 Filed Mar 26, 2024 01:13 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,256 | $70.66 | $230,083.61 |
DisclosureSEC source: 0001950787-24-000006 · wk-form4_1711415586.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,721,542.6599 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 10, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $69.97 to $70.97. The price reported reflects the weighted average purchase 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 28, 2024 Filed Mar 2, 2024 02:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,600 | $65.28 | $235,020.60 |
DisclosureSEC source: 0001950787-24-000004 · wk-form4_1709346539.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 585,057 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 10, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $65.03 to $65.605. The price reported reflects the weighted average purchase 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 28, 2024 Filed Mar 2, 2024 02:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,400 | $65.29 | $352,588.14 |
DisclosureSEC source: 0001950787-24-000004 · wk-form4_1709346539.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,724,798.6599 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 10, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $65.01 to $65.605. The price reported reflects the weighted average purchase 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, 2024 Filed Jan 5, 2024 00:47 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 3,023 | $69.22 | $209,236.95 |
DisclosureSEC source: 0000316709-24-000007 · wk-form4_1704415666.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,353 F1 · kind: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person. Read SEC document |
| November 30, 2023 Filed Dec 5, 2023 01:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 12,208 | $61.28 | $748,108.68 |
DisclosureSEC source: 0000316709-23-000068 · wk-form4_1701739330.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,722,399.6599 F1 · kind: The transaction was executed in multiple trades at prices ranging from $61.235 to $61.32. The price reported reflects the weighted average purchase 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 19, 2023 Filed Oct 24, 2023 00:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | OtherCommon Stock | 8,209.27 | $52.04 | $427,210.41 |
DisclosureSEC source: 0000316709-23-000049 · wk-form4_1698108366.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by ESOP Disclosed balance after: 0 Read SEC document |
| October 19, 2023 Filed Oct 24, 2023 00:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | OtherCommon Stock | 1,495.12 | $52.04 | $77,806.04 |
DisclosureSEC source: 0000316709-23-000049 · wk-form4_1698108366.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by 401(k) Disclosed balance after: 0 Read SEC document |
| March 01, 2023 Filed Mar 7, 2023 02:09 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 489 | $77.25 | $37,772.81 |
DisclosureSEC source: 0001062993-23-006128 · form4.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,401 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of RSUs. Read SEC document |
| March 01, 2023 Filed Mar 7, 2023 02:09 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-006128 · form4.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,890 F1 · kind: The reported transaction constitutes a grant of restricted stock units ("RSUs"), which was granted under the company's 2022 Stock Incentive Plan and vests in four equal installments beginning on the first anniversary of the grant date. Read SEC document |
| November 02, 2022 Filed Nov 3, 2022 23:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 6,270 | $79.29 | $497,163.98 |
DisclosureSEC source: 0001062993-22-021549 · form4.xml · nonDerivative · entry 4 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 1,733,852.6599 F5 · kind: This transaction was executed in multiple trades at prices ranging from $79.25 to $79.32. 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 02, 2022 Filed Nov 3, 2022 23:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 141 | $79.50 | $11,209.50 |
DisclosureSEC source: 0001062993-22-021549 · form4.xml · nonDerivative · entry 3 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,783 F1 · kind: Shares withheld for taxes upon the settlement of Restricted Stock Units granted to the reporting person. F4 · balance_after: Excludes 296 shares previously owned directly that were transferred to a trust on November 2, 2022. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 23:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 6,270 | $79.82 | $500,463.25 |
DisclosureSEC source: 0001062993-22-021549 · form4.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 1,739,556.6599 F3 · kind: This transaction was executed in multiple trades at prices ranging from $79.745 to $79.88. 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 01, 2022 Filed Nov 3, 2022 23:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 657 | $80.26 | $52,727.54 |
DisclosureSEC source: 0001062993-22-021549 · form4.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,220 F1 · kind: Shares withheld for taxes upon the settlement of Restricted Stock Units granted to the reporting person. F2 · balance_after: Excludes 1,378 shares previously owned directly that were transferred to a trust on November 1, 2022. Read SEC document |
| October 28, 2022 Filed Nov 1, 2022 21:21 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 12,500 | $80.00 | $1,000,000.00 |
DisclosureSEC source: 0001062993-22-021372 · form4.xml · nonDerivative · entry 3 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 596,456 Read SEC document |
| October 28, 2022 Filed Nov 1, 2022 21:21 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 700 | $80.30 | $56,208.18 |
DisclosureSEC source: 0001062993-22-021372 · form4.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 1,744,448.6599 F2 · kind: This transaction was executed in multiple trades at prices ranging from $80.295 to $80.315. 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 28, 2022 Filed Nov 1, 2022 21:21 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 18,750 | $80.00 | $1,500,000.00 |
DisclosureSEC source: 0001062993-22-021372 · form4.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 1,745,148.6599 F1 · kind: This transaction was executed in multiple trades at prices ranging from $80.000 to $80.005. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.