Insider: Beatty Jonathan S MD, Head of Advisor Services - SCHWAB CHARLES CORP
| Company Holdings |
| Direct | Indirect Ownership | Total | |
| Shares | 11,923 | 11,923 | |
| Value | $ | $1,130,061.94 | $1,130,061.94 |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|
| 08/28/2025 | DDS | 6,144 | Indirect | COM | $96.81 | $594,808.63 | 11,923 |
| 08/27/2025 | DDS | 3,296 | Indirect | COM | $97.18 | $320,305.28 | 11,923 |
| 05/30/2025 | DDS | 2,850 | Indirect | COM | $87.57 | $249,572.22 | 15,219 |
| 05/08/2025 | DDS | 3,658 | Indirect | COM | $85.00 | $310,930.00 | 18,069 |
| 11/25/2024 | DDS | 2,300 | Indirect | COM | $82.01 | $188,623.23 | 18,069 |
| 11/14/2024 | DDS | 2,700 | Indirect | COM | $81.68 | $220,545.72 | 18,069 |
| 11/11/2024 | DDS | 2,500 | Indirect | COM | $77.02 | $192,539.75 | 18,069 |
| 1 You are at page 1 of 1 pages |
|
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 |
 |
Send to Excel |
© 2000 - 2025 Zacks Investment Research