The Charles Schwab Corporation
| Security | SCHW / The Charles Schwab Corporation |
| Insider | Carolyn Schwab-Pomerantz |
This page shows the track record and history of Schwab-Pomerantz Carolyn
insider trades in The Charles Schwab Corporation. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company.
It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean
it is illegal for them to make any
trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis
In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Carolyn Schwab-Pomerantz in SCHW / The Charles Schwab Corporation. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.
The following table shows the most recent open market purchases that were not part of an automatic trading plan.
| Trade Date | Reported Shares |
Reported Price |
Adjusted Shares |
Adjusted Price |
Cost Basis | Days to Max |
Price at Max |
Max Profit ($) |
Max Return (%) |
|---|---|---|---|---|---|---|---|
| There are no known unplanned open-market trades for this insider |
Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.
Insider Sales - Short Term Loss Analysis
In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Carolyn Schwab-Pomerantz in SCHW / The Charles Schwab Corporation. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.
The following table shows the most recent open market purchases that were not part of an automatic trading plan.
Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.
Insider Transaction History
| File Date |
Trade Date |
Form | Insider | Ticker | Security Title | Code | Direct | Exercise Price |
Unit Price |
Units Changed |
Value Changed (1K) |
Remaining Options |
Remaining Shares |
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-05 | 2025-09-04 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 96.6372 | -9,600 | -928 | 450,514 | ||||
| 2025-09-05 | 2025-09-04 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 96.6377 | -14,400 | -1,392 | 1,449,257 | ||||
| 2025-08-27 | 2025-08-25 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 96.0569 | -13,542 | -1,301 | 1,463,657 | ||||
| 2025-08-08 | 2025-08-07 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 97.2050 | -200 | -19 | 460,114 | ||||
| 2025-08-08 | 2025-08-07 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 96.6818 | -9,400 | -909 | 460,314 | ||||
| 2025-08-08 | 2025-08-07 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 97.2200 | -400 | -39 | 1,477,199 | ||||
| 2025-08-08 | 2025-08-07 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 96.6799 | -14,000 | -1,354 | 1,477,599 | ||||
| 2025-07-07 | 2025-07-03 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 91.5885 | -9,600 | -879 | 469,714 | ||||
| 2025-07-07 | 2025-07-03 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 91.5906 | -14,400 | -1,319 | 1,491,599 | ||||
| 2025-06-06 | 2025-06-05 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 87.2492 | -9,600 | -838 | 479,314 | ||||
| 2025-06-06 | 2025-06-05 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 87.2475 | -14,400 | -1,256 | 1,505,999 | ||||
| 2025-05-29 | 2025-05-27 | 4 | Schwab-Pomerantz Carolyn | SCHW | Common Stock | D | 1,462 | 9,624 | ||||||
| 2025-05-19 | 2025-05-16 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 88.7304 | -7,215 | -640 | 488,914 | ||||
| 2025-05-19 | 2025-05-16 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 88.7425 | -10,795 | -958 | 1,520,399 | ||||
| 2025-05-02 | 2025-05-01 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 81.1430 | -9,600 | -779 | 496,129 | ||||
| 2025-05-02 | 2025-05-01 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 81.1408 | -14,400 | -1,168 | 1,531,194 | ||||
| 2025-04-24 | 2025-04-22 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 76.7650 | -6,897 | -529 | 1,545,594 | ||||
| 2025-04-24 | 2025-04-22 | 4 | Schwab-Pomerantz Carolyn | SCHW | Common Stock | D | 31.3700 | 6,897 | 216 | 8,162 | ||||
| 2025-04-07 | 2025-04-03 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 75.2150 | -1,250 | -94 | 505,729 | ||||
| 2025-04-07 | 2025-04-03 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 74.8979 | -8,350 | -625 | 506,979 | ||||
| 2025-04-07 | 2025-04-03 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 75.1978 | -2,147 | -161 | 1,545,594 | ||||
| 2025-04-07 | 2025-04-03 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 74.8884 | -12,253 | -918 | 1,547,741 | ||||
| 2025-03-10 | 2025-03-06 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 75.5894 | -9,600 | -726 | 515,329 | ||||
| 2025-03-10 | 2025-03-06 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 75.5823 | -14,400 | -1,088 | 1,559,994 | ||||
| 2025-02-07 | 2025-02-06 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 82.7018 | -9,600 | -794 | 524,929 | ||||
| 2025-02-07 | 2025-02-06 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 82.7020 | -14,400 | -1,191 | 1,574,394 | ||||
| 2025-01-03 | 2025-01-02 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 74.1382 | -9,600 | -712 | 534,529 | ||||
| 2025-01-03 | 2025-01-02 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 74.1391 | -14,400 | -1,068 | 1,588,794 | ||||
| 2024-12-17 | 2024-12-16 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 79.2876 | -3,600 | -285 | 544,129 | ||||
| 2024-12-17 | 2024-12-16 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 79.2778 | -5,400 | -428 | 1,603,194 | ||||
| 2024-11-29 | 2024-11-26 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | -320 | 1,608,594 | ||||||
| 2024-11-19 | 2024-11-15 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 80.0224 | -3,600 | -288 | 547,729 | ||||
| 2024-11-19 | 2024-11-15 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 80.0386 | -5,400 | -432 | 1,608,914 | ||||
| 2024-10-18 | 2024-10-17 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 72.2200 | -3,600 | -260 | 551,329 | ||||
| 2024-10-18 | 2024-10-17 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 72.1353 | -20,800 | -1,500 | 1,614,314 | ||||
| 2024-10-18 | 2024-10-17 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 72.2172 | -5,400 | -390 | 1,635,114 | ||||
| 2024-09-20 | 2024-09-17 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 64.0564 | -3,600 | -231 | 554,929 | ||||
| 2024-09-20 | 2024-09-17 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 64.0464 | -5,400 | -346 | 1,640,514 | ||||
| 2024-08-19 | 2024-08-16 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 65.2425 | -3,600 | -235 | 558,529 | ||||
| 2024-08-19 | 2024-08-16 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 65.2496 | -5,400 | -352 | 1,645,914 | ||||
| 2024-08-19 | 2024-08-15 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 65.1269 | -4,928 | -321 | 562,129 | ||||
| 2024-08-19 | 2024-08-15 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 65.0784 | -7,392 | -481 | 1,651,314 | ||||
| 2024-07-23 | 2024-07-19 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 62.6500 | -100 | -6 | 567,057 | ||||
| 2024-07-23 | 2024-07-19 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 61.9455 | -3,500 | -217 | 567,157 | ||||
| 2024-07-23 | 2024-07-19 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 62.4500 | -300 | -19 | 1,658,706 | ||||
| 2024-07-23 | 2024-07-19 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 61.9263 | -5,100 | -316 | 1,659,006 | ||||
| 2024-06-24 | 2024-06-20 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 72.4886 | -3,600 | -261 | 570,657 | ||||
| 2024-06-24 | 2024-06-20 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 72.4841 | -5,400 | -391 | 1,664,106 | ||||
| 2024-05-30 | 2024-05-28 | 4 | Schwab-Pomerantz Carolyn | SCHW | Common Stock | D | 1,809 | 8,162 | ||||||
| 2024-05-22 | 2024-05-20 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 78.4148 | -3,600 | -282 | 574,257 | ||||
| 2024-05-22 | 2024-05-20 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 78.4137 | -5,400 | -423 | 1,669,506 | ||||
| 2024-05-13 | 2024-05-09 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 76.1326 | -26,315 | -2,003 | 1,674,571 | ||||
| 2024-05-13 | 2024-05-06 | 4/A | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 76.3849 | -13,113 | -1,002 | 1,700,886 | ||||
| 2024-05-08 | 2024-05-06 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 76.3849 | -13,113 | -1,002 | 1,700,886 | ||||
| 2024-04-22 | 2024-04-19 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 73.1572 | -3,600 | -263 | 577,857 | ||||
| 2024-04-22 | 2024-04-19 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 73.1671 | -5,400 | -395 | 1,713,999 | ||||
| 2024-04-22 | 2024-04-18 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 73.4653 | -7,482 | -550 | 1,719,399 | ||||
| 2024-04-22 | 2024-04-18 | 4 | Schwab-Pomerantz Carolyn | SCHW | Common Stock | D | 28.4400 | 7,482 | 213 | 6,353 | ||||
| 2024-03-25 | 2024-03-21 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 71.2797 | -1,066 | -76 | 581,457 | ||||
| 2024-03-25 | 2024-03-21 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 70.6796 | -2,534 | -179 | 582,523 | ||||
| 2024-03-25 | 2024-03-21 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 71.2118 | -2,144 | -153 | 1,719,399 | ||||
| 2024-03-25 | 2024-03-21 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 70.6645 | -3,256 | -230 | 1,721,543 | ||||
| 2024-03-01 | 2024-02-28 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 65.2835 | -3,600 | -235 | 585,057 | ||||
| 2024-03-01 | 2024-02-28 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 65.2941 | -5,400 | -353 | 1,724,799 | ||||
| 2024-01-04 | 2024-01-02 | 4 | Schwab-Pomerantz Carolyn | SCHW | Common Stock | D | 69.2150 | -3,023 | -209 | 6,353 | ||||
| 2023-12-04 | 2023-11-30 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 61.2802 | -12,208 | -748 | 1,722,400 | ||||
| 2023-10-23 | 2023-10-19 | 4 | Schwab-Pomerantz Carolyn by ESOP | SCHW | Common Stock | I | 52.0400 | -8,209 | -427 | 0 | ||||
| 2023-10-23 | 2023-10-19 | 4 | Schwab-Pomerantz Carolyn by 401(k) | SCHW | Common Stock | I | 52.0400 | -1,495 | -78 | 0 | ||||
| 2023-03-06 | 2023-03-01 | 4 | Schwab-Pomerantz Carolyn | SCHW | Common Stock | D | 77.2450 | -489 | -38 | 10,401 | ||||
| 2023-03-06 | 2023-03-01 | 4 | Schwab-Pomerantz Carolyn | SCHW | Common Stock | D | 3,107 | 10,890 | ||||||
| 2022-11-03 | 2022-11-02 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 79.2925 | -6,270 | -497 | 1,733,853 | ||||
| 2022-11-03 | 2022-11-02 | 4 | Schwab-Pomerantz Carolyn | SCHW | Common Stock | D | 79.5000 | -141 | -11 | 7,783 | ||||
| 2022-11-03 | 2022-11-01 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 79.8187 | -6,270 | -500 | 1,739,557 | ||||
| 2022-11-03 | 2022-11-01 | 4 | Schwab-Pomerantz Carolyn | SCHW | Common Stock | D | 80.2550 | -657 | -53 | 8,220 | ||||
| 2022-11-01 | 3 | Schwab-Pomerantz Carolyn | SCHW | Common Stock | D | 10,255 | ||||||||
| 2022-11-01 | 3 | Schwab-Pomerantz Carolyn by LLC | SCHW | Common Stock | I | 2,798 | ||||||||
| 2022-11-01 | 3 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 1,763,899 | ||||||||
| 2022-11-01 | 3 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 608,956 | ||||||||
| 2022-11-01 | 3 | Schwab-Pomerantz Carolyn by 401(k) | SCHW | Common Stock | I | 1,457 | ||||||||
| 2022-11-01 | 3 | Schwab-Pomerantz Carolyn by ESOP | SCHW | Common Stock | I | 3,113 | ||||||||
| 2022-11-01 | 2022-10-28 | 4 | Schwab-Pomerantz Carolyn by Spouse as Trustee | SCHW | Common Stock | I | 80.0000 | -12,500 | -1,000 | 596,456 | ||||
| 2022-11-01 | 2022-10-28 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 80.2974 | -700 | -56 | 1,744,449 | ||||
| 2022-11-01 | 2022-10-28 | 4 | Schwab-Pomerantz Carolyn by Trust | SCHW | Common Stock | I | 80.0000 | -18,750 | -1,500 | 1,745,149 |
P
Pembelian sekuritas non-derivatif atau derivatif di pasar terbuka atau secara pribadi.
S
Penjualan terbuka atau penjualan pribadi atas sekuritas non-derivatif atau derivatif.
A
Hibah, penghargaan, atau perolehan sekuritas lainnya dari perusahaan (seperti opsi)
C
Konversi turunan
D
Penjualan atau pengalihan sekuritas kembali ke perusahaan.
F
Pembayaran harga pelaksanaan atau kewajiban pajak menggunakan sebagian sekuritas yang diterima dari perusahaan.
G
Pemberian sekuritas oleh atau kepada orang dalam.
K
Swap ekuitas dan transaksi lindung nilai serupa
M
Pelaksanaan atau konversi sekuritas derivatif yang diterima dari perusahaan (seperti opsi)
V
Transaksi yang dilaporkan secara sukarela pada Formulir 4.
J
Lainnya (disertai dengan catatan kaki yang menjelaskan transaksi tersebut)
