Disclosed positions

Estimated from their latest filings — positions may have changed since

$253.3K

combined est. value

Stock	Shares	Price	Value	Weight	As of
SCHW-PJSCHWAB CHARLES CORP	14,481	$17.49	$253.3K	100%	2026-03-01

SCHW-PJ

SCHWAB CHARLES CORP

$253.3K

14,481 sh

All filings on record

Every Form 4 transaction we track for this filer

all 6buys 0sells 2

Stock	Transaction	Date	~6mo later
SCHWSCHWAB CHARLES CORP	Sell $2.22M · 21,750 sh	2026-07-07	—
SCHWSCHWAB CHARLES CORP	Exercise $1.02M · 21,750 sh	2026-07-07	—
SCHW-PJSCHWAB CHARLES CORP	Tax $1.06M · 11,152 sh	2026-03-01	—
SCHW-PJSCHWAB CHARLES CORP	Grant — · 25,633 sh	2026-03-01	—
SCHW-PJSCHWAB CHARLES CORP	Sell $3.36M · 35,188 sh	2025-11-07	—
SCHW-PJSCHWAB CHARLES CORP	Exercise $1.48M · 35,188 sh	2025-11-07	—

SCHWSell

2026-07-07 · SCHWAB CHARLES CORP

$2.22M

—

SCHWExercise

2026-07-07 · SCHWAB CHARLES CORP

$1.02M

—

SCHW-PJTax

2026-03-01 · SCHWAB CHARLES CORP

$1.06M

—

SCHW-PJGrant

2026-03-01 · SCHWAB CHARLES CORP

25,633

—

SCHW-PJSell

2025-11-07 · SCHWAB CHARLES CORP

$3.36M

—

SCHW-PJExercise

2025-11-07 · SCHWAB CHARLES CORP

$1.48M

—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.