Schwab-Pomerantz Carolyn
SEC CIK 1950787 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| SCHW | Charles Schwab Corporation | Dir | 1.32M | — | $55.34M | 50 | 2022-10-28 | 2026-08-26 |
Most active insiders at SCHW, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Schwab Charles R. | Co-COB, Dir | — | $185.84M |
| 2 | Bettinger Walter W | Co-COB, Dir | — | $91.84M |
| 3 | Schwab-Pomerantz Carolyn | Dir | — | $15.45M |
| 4 | Craig Jonathan M. | MD, Head of Retail Investing | — | $13.85M |
| 5 | Murtagh Nigel J | CRO | — | $11.53M |
| 6 | Howard Dennis | MD, Chief Tech, OPS, Data Off | — | $6.79M |
| 7 | Woolway Paul V | MD, Chief Banking Off | — | $3.96M |
| 8 | Wurster Richard A | Pres, CEO, Dir | $1.85M | — |
| 9 | Beatty Jonathan S | MD, Head of Advisor Services | — | $1.83M |
| 10 | Morgan Peter J. III | GC | — | $1.50M |
Transactions 50
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| I | 2026-08-27 18:00 | 2026-08-26 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $109.25 | -9,175 | 1.32M | -0.7% | -$1.00M |
| I | 2026-08-07 18:36 | 2026-08-05 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $107.70 | -18.6K | 1.33M | -1% | -$2.00M |
| I | 2026-08-05 19:36 | 2026-08-04 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $106.36 | -22.6K | 1.35M | -2% | -$2.41M |
| I | 2026-07-30 20:33 | 2026-07-28 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $105.71 | -22.6K | 1.37M | -2% | -$2.39M |
| I | 2026-07-30 20:33 | 2026-07-28 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | G - Gift | $0.00 | -271 | 1.37M | -0.0% | $0 |
| D | 2026-05-28 17:34 | 2026-05-26 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | A - Grant | $0.00 | +1,602 | 11.2K | +17% | $0 |
| D | 2026-05-06 17:55 | 2026-05-05 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | M - OptEx | $31.65 | +9,910 | 9,624 | New | +$313.7K |
| DI | 2026-05-06 17:55 | 2026-05-05 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale+OE | $92.29 | -9,910 | 1.40M | -0.7% | -$914.6K |
| MI | 2026-01-26 | 2026-01-22 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $105.20 | -42.9K | 1.41M | -3% | -$4.51M |
| I | 2025-11-13 | 2025-11-10 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | G - Gift | $0.00 | -298 | 1.43M | -0.0% | $0 |
| MI | 2025-10-03 | 2025-10-02 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $92.55 | -24.0K | 1.43M | -2% | -$2.22M |
| MI | 2025-09-05 | 2025-09-04 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $96.64 | -24.0K | 450.5K | -5% | -$2.32M |
| I | 2025-08-27 | 2025-08-25 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $96.06 | -13.5K | 1.46M | -0.9% | -$1.30M |
| MI | 2025-08-08 | 2025-08-07 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $96.69 | -24.0K | 1.48M | -2% | -$2.32M |
| MI | 2025-07-07 | 2025-07-03 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $91.59 | -24.0K | 1.49M | -2% | -$2.20M |
| MI | 2025-06-06 | 2025-06-05 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $87.25 | -24.0K | 479.3K | -5% | -$2.09M |
| D | 2025-05-29 | 2025-05-27 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | A - Grant | $0.00 | +1,462 | 9,624 | +18% | $0 |
| MI | 2025-05-19 | 2025-05-16 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $88.74 | -18.0K | 488.9K | -4% | -$1.60M |
| MI | 2025-05-02 | 2025-05-01 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $81.14 | -24.0K | 496.1K | -5% | -$1.95M |
| DI | 2025-04-24 | 2025-04-22 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale+OE | $76.77 | -6,897 | 1.55M | -0.4% | -$529.5K |
| D | 2025-04-24 | 2025-04-22 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | M - OptEx | $31.37 | +6,897 | 8,162 | +545% | +$216.4K |
| MI | 2025-04-07 | 2025-04-03 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $74.94 | -24.0K | 505.7K | -5% | -$1.80M |
| MI | 2025-03-10 | 2025-03-06 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $75.58 | -24.0K | 515.3K | -4% | -$1.81M |
| MI | 2025-02-07 | 2025-02-06 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $82.70 | -24.0K | 524.9K | -4% | -$1.98M |
| MI | 2025-01-03 | 2025-01-02 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $74.14 | -24.0K | 534.5K | -4% | -$1.78M |
| MI | 2024-12-17 | 2024-12-16 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $79.28 | -9,000 | 1.60M | -0.6% | -$713.6K |
| I | 2024-11-29 | 2024-11-26 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | G - Gift | $0.00 | -320 | 1.61M | -0.0% | $0 |
| MI | 2024-11-19 | 2024-11-15 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $80.03 | -9,000 | 547.7K | -2% | -$720.3K |
| MI | 2024-10-18 | 2024-10-17 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $72.16 | -29.8K | 551.3K | -5% | -$2.15M |
| MI | 2024-09-20 | 2024-09-17 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $64.05 | -9,000 | 1.64M | -0.5% | -$576.5K |
| MI | 2024-08-19 | 2024-08-15+ | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $65.16 | -21.3K | 558.5K | -4% | -$1.39M |
| MI | 2024-07-23 | 2024-07-19 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $61.96 | -9,000 | 1.66M | -0.5% | -$557.7K |
| MI | 2024-06-24 | 2024-06-20 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $72.48 | -9,000 | 1.66M | -0.5% | -$652.4K |
| D | 2024-05-30 | 2024-05-28 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | A - Grant | $0.00 | +1,809 | 8,162 | +28% | $0 |
| MI | 2024-05-22 | 2024-05-20 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $78.41 | -9,000 | 1.67M | -0.5% | -$705.7K |
| I | 2024-05-13 | 2024-05-09 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $76.13 | -26.3K | 1.67M | -2% | -$2.00M |
| AI | 2024-05-13 | 2024-05-06 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $76.38 | -13.1K | 1.70M | -0.8% | -$1.00M |
| I | 2024-05-08 | 2024-05-06 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $76.38 | -13.1K | 1.70M | -0.8% | -$1.00M |
| DMI | 2024-04-22 | 2024-04-18+ | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale+OE | $73.30 | -16.5K | 577.9K | -3% | -$1.21M |
| D | 2024-04-22 | 2024-04-18 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | M - OptEx | $28.44 | +7,482 | 6,353 | New | +$212.8K |
| MI | 2024-03-25 | 2024-03-21 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $70.87 | -9,000 | 582.5K | -2% | -$637.8K |
| MI | 2024-03-01 | 2024-02-28 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $65.29 | -9,000 | 1.72M | -0.5% | -$587.6K |
| 2024-01-04 | 2024-01-02 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | F - Tax | $69.22 | -3,023 | 6,353 | -32% | -$209.3K | |
| I | 2023-12-04 | 2023-11-30 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $61.28 | -12.2K | 1.72M | -0.7% | -$748.1K |
| MI | 2023-10-23 | 2023-10-19 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | I - Discretionary | $52.04 | -9,704 | 0 | -100% | -$505.0K |
| 2023-03-06 | 2023-03-01 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | F - Tax | $77.25 | -489 | 10.4K | -4% | -$37.8K | |
| 2023-03-06 | 2023-03-01 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | A - Grant | $0.00 | +3,107 | 10.9K | +40% | $0 | |
| M | 2022-11-03 | 2022-11-01+ | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | F - Tax | $80.13 | -798 | 7,783 | -9% | -$63.9K |
| MI | 2022-11-03 | 2022-11-01+ | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $79.55 | -12.5K | 1.74M | -0.7% | -$997.6K |
| MI | 2022-11-01 | 2022-10-28 | SCHW | Charles Schwab Corporation | Schwab-Pomerantz Carolyn | Dir | S - Sale | $80.01 | -31.9K | 596.5K | -5% | -$2.56M |
Purchase Sale Sale after option exercise All abbreviations