$ Value
$779K
Shares
9,600
Price
$81
Filed
May 2
Insider
Name
Schwab-Pomerantz Carolyn
Title
—
CIK
0001950787
Roles
Transaction Details
Transaction Date
2025-05-01
Code
S
Table
Non-Derivative
Ownership
Indirect
Equity Swap
No
Shares After
496,129
Footnotes
The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. | This transaction was executed in multiple trades at prices ranging from $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. | 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.
Filing Info
Schwab-Pomerantz Carolyn's History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2026-01-22 | SCHW | ▼ | $2.0M |
| 2026-01-22 | SCHW | ▼ | $1.0M |
| 2026-01-22 | SCHW | ▼ | $1.0M |
| 2026-01-22 | SCHW | ▼ | $500K |
| 2025-11-10 | SCHW | G | $0 |
| 2025-10-02 | SCHW | ▼ | $1.3M |
| 2025-10-02 | SCHW | ▼ | $889K |
| 2025-09-04 | SCHW | ▼ | $1.4M |
| 2025-09-04 | SCHW | ▼ | $928K |
| 2025-08-25 | SCHW | ▼ | $1.3M |
Other Insiders at SCHW (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
| HERRINGER FRANK C | — | — | 2026-04-01 |
| Ellis Stephen A | — | — | 2026-04-01 |
|
Murtagh Nigel J
Chief Risk Officer
|
— | $4.1M | 2026-04-14 |
|
Craig Jonathan M.
MD, Head of Retail Investing
|
— | $2.2M | 2026-04-14 |
| Ruffel Charles A. | — | — | 2026-04-01 |
| Brown Marianne Catherine | — | — | 2026-04-01 |
| Schwab-Pomerantz Carolyn | — | $4.5M | 2026-01-22 |
|
Woolway Paul V
MD, Chief Banking Officer
|
— | $1.6M | 2026-04-15 |