Carolyn Schwab-Pomerantz
CIK 1950787 · View on SEC EDGAR ↗
Insider
First SEC filing: Nov. 1, 2022 · Latest: Jan. 4, 2024
On this page
Insider at
Insider transactions
0 buys (P)
3 sells (S)
Net:
$-6,801,342
+ 8 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
8 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Aug. 5, 2026 | SCHW | S | 18,561 | $107.70 | $1,999,020 | 1,332,337 Indirect | -1.37% | Disposed | 3.2% (price as of 2026-08-21) |
| Aug. 4, 2026 | SCHW | S | 22,640 | $106.36 | $2,407,990 | 1,350,898 Indirect | -1.65% | Disposed | 4.5% (price as of 2026-08-21) |
| July 28, 2026 | SCHW | S | 22,650 | $105.71 | $2,394,332 | 1,373,809 Indirect | -1.62% | Disposed | 5.2% (price as of 2026-08-21) |
| Nov. 30, 2023 | SCHW | S | 12,208 | $61.28 | $748,106 | 1,722,400 Indirect | -0.70% | Disposed | 81.5% (price as of 2026-08-21) |
| Nov. 2, 2022 | SCHW | S | 6,270 | $79.29 | $497,148 | 1,733,853 Indirect | -0.36% | Disposed | 40.2% (price as of 2026-08-21) |
| Nov. 1, 2022 | SCHW | S | 6,270 | $79.82 | $500,471 | 1,739,557 Indirect | -0.36% | Disposed | 39.3% (price as of 2026-08-21) |
| Oct. 28, 2022 | SCHW | S | 12,500 | $80.00 | $1,000,000 | 596,456 Indirect | -2.05% | Disposed | 39.0% (price as of 2026-08-21) |
| Oct. 28, 2022 | SCHW | S | 700 | $80.30 | $56,210 | 1,744,449 Indirect | -0.04% | Disposed | 38.5% (price as of 2026-08-21) |
| Oct. 28, 2022 | SCHW | S | 18,750 | $80.00 | $1,500,000 | 1,745,149 Indirect | -1.06% | Disposed | 39.0% (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Initial ownership (Form 3) 11 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Nov. 1, 2022 | SCHW | Common Stock | 10,255 | Direct |
| Nov. 1, 2022 | SCHW | Common Stock | 2,798 | Indirect |
| Nov. 1, 2022 | SCHW | Common Stock | 1,763,898 | Indirect |
| Nov. 1, 2022 | SCHW | Common Stock | 608,956 | Indirect |
| Nov. 1, 2022 | SCHW | Common Stock | 1,456 | Indirect |
| Nov. 1, 2022 | SCHW | Common Stock | 3,112 | Indirect |
| Nov. 1, 2022 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (7,482) | 7,482 | Direct |
| Nov. 1, 2022 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (6,897) | 6,897 | Direct |
| Nov. 1, 2022 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (9,910) | 9,910 | Direct |
| Nov. 1, 2022 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (6,677) | 6,677 | Direct |
| Nov. 1, 2022 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (6,462) | 6,462 | Direct |