Insider: Craig Jonathan M. MD, Head of Investor Services - SCHWAB CHARLES CORP
| Company Holdings |
| Direct | Indirect Ownership | Total | |
| Shares | 23,258 | 23,258 | |
| Value | $ | $2,220,790.13 | $2,220,790.13 |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|
| 05/21/2025 | DDS | 47,500 | Indirect | COM | $88.46 | $4,201,636.25 | 0 |
| 05/01/2025 | DDS | 9,559 | Indirect | COM | $82.00 | $783,853.29 | 0 |
| 03/06/2025 | DDS | 23,258 | Indirect | COM | $75.59 | $1,757,986.17 | 0 |
| 03/03/2025 | DDS | 28,668 | Indirect | COM | $79.32 | $2,273,971.56 | 23,258 |
| 03/21/2024 | DDS | 4,977 | Indirect | COM | $70.01 | $348,429.82 | 0 |
| 03/06/2024 | DDS | 40,616 | Indirect | COM | $67.71 | $2,750,024.07 | 8,135 |
| 03/06/2024 | DDS | 8,135 | Indirect | COM | $68.23 | $555,059.19 | 0 |
| 03/06/2023 | DDS | 34,667 | Indirect | COM | $76.33 | $2,646,239.58 | 11,159 |
| 01/18/2023 | DDS | 39,985 | Indirect | COM | $80.15 | $3,204,749.77 | 11,159 |
| 01/18/2023 | DDS | 11,159 | Indirect | COM | $80.83 | $901,935.10 | 0 |
| 08/12/2022 | DDS | 8,032 | Indirect | COM | $75.00 | $602,414.46 | 4,019 |
| 04/07/2022 | DDS | 4,016 | Indirect | COM | $80.02 | $321,379.20 | 12,051 |
| 09/28/2021 | DDS | 902 | Indirect | COM | $77.96 | $70,315.86 | 0 |
| 05/27/2021 | DDS | 12,500 | Indirect | COM | $73.99 | $924,850.00 | 0 |
| 04/27/2021 | DDS | 8,424 | Indirect | COM | $69.00 | $581,264.42 | 0 |
| 03/12/2021 | DDS | 8,423 | Indirect | COM | $67.01 | $564,437.02 | 0 |
| 03/04/2021 | DDS | 6,796 | Indirect | COM | $64.81 | $440,461.67 | 0 |
| 02/24/2021 | DDS | 8,904 | Indirect | COM | $65.00 | $578,719.93 | 0 |
| 02/19/2021 | DDS | 8,903 | Indirect | COM | $63.01 | $560,998.51 | 0 |
| 01/12/2021 | DDS | 3,503 | Indirect | COM | $60.98 | $213,612.94 | 0 |
| 01/07/2021 | DDS | 3,503 | Indirect | COM | $58.98 | $206,613.25 | 0 |
| 01/06/2021 | DDS | 3,814 | Indirect | COM | $54.99 | $209,746.35 | 0 |
| 01/06/2021 | DDS | 3,502 | Indirect | COM | $56.97 | $199,519.80 | 3,814 |
| 12/29/2020 | DDS | 3,813 | Indirect | COM | $52.99 | $202,063.83 | 0 |
| 12/01/2020 | DDS | 13,272 | Indirect | COM | $50.35 | $668,266.44 | 0 |
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Transaction Type Key First letter: A = Acquired, D = Disposed Second letter: A = Grant, award or other acquisition pursuant to Rule 16b-3(d) C = Conversion of derivative security | D = Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e) | E = Expiration of short derivative position | F = Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. | G = Gift | H = Expiration (or cancellation) of long derivative position with value received | I = Discretionary transaction in accordance with Rule 16b-3(f) | J = Other | L = Small acquisition under Rule 16a-6 | M = Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | O = Exercise of out-of-the-money derivative security | P = Open market or private purchase | S = Open market or private sale | U = Disposition pursuant to a tender of shares in a change of control transaction | W = Acquisition or disposition by will or the laws of descent and distribution | X = Exercise of in-the-money or at-the-money derivative security | Z = Deposit into or withdrawal from voting trust |
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