Shares Held by Insiders

Fully Diluted Shares Held by Insiders

Date

Name

Buy/Sell

$ Value

# Shares

Avg. Price

Title

Please see remarks

Chief Risk Officer

MD Head of Advisor Services

General Counsel

Co-Chairman

President

Co-Chairman and CEO

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It also provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retirement plan services. The Company operates domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth manage...

Datesorted ascending	Name	Buy/Sell	$ Value	# Shares	Avg. Price	Title
2024-03-26	Premium	acquired	Premium	Premium	Premium	-
2024-03-26	Premium	acquired	Premium	Premium	Premium	-
2024-03-22	Premium	sold	Premium	Premium	Premium	-
2024-03-22	Premium	acquired	Premium	Premium	Premium	-
2024-03-21	Premium	acquired	Premium	Premium	Premium	Please see remarks
2024-03-21	Premium	acquired	Premium	Premium	Premium	Chief Risk Officer
2024-03-21	Premium	sold	Premium	Premium	Premium	-
2024-03-21	Premium	sold	Premium	Premium	Premium	-
2024-03-21	Premium	sold	Premium	Premium	Premium	Chief Risk Officer
2024-03-21	Premium	sold	Premium	Premium	Premium	Please see remarks
2024-03-06	Premium	sold	Premium	Premium	Premium	Please see remarks
2024-03-06	Premium	sold	Premium	Premium	Premium	Chief Risk Officer
2024-03-04	Premium	sold (taxes)	Premium	Premium	Premium	MD Head of Advisor Services
2024-03-01	Premium	acquired	Premium	Premium	Premium	General Counsel
2024-03-01	Premium	sold (taxes)	Premium	Premium	Premium	Chief Risk Officer
2024-03-01	Premium	sold (taxes)	Premium	Premium	Premium	COO
2024-03-01	Premium	sold (taxes)	Premium	Premium	Premium	General Counsel
2024-03-01	Premium	acquired	Premium	Premium	Premium	MD Head of Advisor Services
2024-03-01	Premium	sold (taxes)	Premium	Premium	Premium	Co-Chairman
2024-03-01	Premium	sold (taxes)	Premium	Premium	Premium	President
2024-03-01	Premium	acquired	Premium	Premium	Premium	Co-Chairman and CEO
2024-03-01	Premium	sold (taxes)	Premium	Premium	Premium	CFO
2024-03-01	Premium	acquired	Premium	Premium	Premium	CFO

SCHW - Charles Schwab Corp-The Stock Price, Fair Value and News

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