Insider: Morgan Peter J. III General Counsel - SCHWAB CHARLES CORP
| Company Holdings |
| Direct | Indirect Ownership | Total | |
| Shares | 8,014 | 0 | 8,014 |
| Value | $765,216.79 | $0.00 | $765,216.79 |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|
| 08/27/2025 | DDS | 50,016 | Direct | COM | $97.00 | $4,851,572.01 | 0 |
| 05/22/2025 | DDS | 10,176 | Direct | COM | $87.39 | $889,294.89 | 0 |
| 01/22/2025 | DDS | 14,643 | Direct | COM | $80.70 | $1,181,709.14 | 0 |
| 04/16/2024 | DDS | 24,520 | Direct | COM | $72.23 | $1,771,150.71 | 0 |
| 11/30/2023 | DDS | 7,162 | Direct | COM | $60.72 | $434,875.21 | 0 |
| 08/29/2023 | DDS | 8,000 | Direct | COM | $59.61 | $476,872.00 | 8,014 |
| 11/08/2022 | DDS | 1,463 | Direct | COM | $80.04 | $117,103.93 | 1,803 |
| 02/08/2022 | DDS | 4,480 | Direct | COM | $94.04 | $421,318.91 | 4,578 |
| 01/31/2022 | DDS | 2,239 | Direct | COM | $87.14 | $195,104.44 | 4,578 |
| 08/27/2021 | DDS | 1,043 | Indirect | COM | $75.58 | $78,814.47 | 0 |
| 02/24/2021 | DDS | 14,612 | Direct | COM | $64.11 | $936,735.87 | 8,358 |
| 11/06/2020 | DDS | 3,521 | Direct | COM | $41.38 | $145,714.47 | 8,358 |
| 01/31/2020 | DDS | 3,429 | Direct | COM | $46.11 | $158,108.10 | 26,865 |
| 01/31/2020 | DDS | 6,757 | Direct | COM | $46.11 | $311,559.19 | 13,556 |
| 01/31/2020 | DDS | 6,552 | Direct | COM | $46.11 | $302,106.82 | 20,313 |
| 11/29/2019 | DDS | 624 | Direct | COM | $49.70 | $31,011.30 | 13,556 |
| 11/26/2019 | DDS | 2,500 | Direct | COM | $49.02 | $122,547.00 | 14,180 |
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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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