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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 24-May-23 8:01 PM View:  | Schwab Charles Corp (SCHW) | 22-May-23 | Grant | 2,496 | -- | -- | 11% 22.42K to 24.91K | |
| 23-May-22 5:23 PM View: | Schwab Charles Corp (SCHW) | 19-May-22 | Grant | 2,054 | -- | -- | 10% 20.36K to 22.42K | |
| 22-Nov-21 5:47 PM View: | Schwab Charles Corp (SCHW) | 22-Nov-21 | Market Sale | 1,250 | $82.64 | $103,298.00 | (6%) 21.61K to 20.36K | < 1% |
| 19-May-21 5:50 PM View: | Schwab Charles Corp (SCHW) | 17-May-21 | Grant | 1,529 | -- | -- | 8% 20.09K to 21.61K | |
| 18-May-20 4:30 PM View: | Schwab Charles Corp (SCHW) | 14-May-20 | Grant | 3,396 | -- | -- | 20% 16.69K to 20.09K | |
| 21-May-19 6:08 PM View: | Schwab Charles Corp (SCHW) | 17-May-19 | Grant | 3,567 | -- | -- | 27% 13.12K to 16.69K | |
| 21-May-18 4:25 PM View: | Schwab Charles Corp (SCHW) | 17-May-18 | Grant | 2,617 | -- | -- | 25% 10.51K to 13.12K | |
| 15-Dec-17 2:33 PM View: | Schwab Charles Corp (SCHW) | 14-Dec-17 | Grant | 232 | -- | -- | 4% 6.26K to 6.49K |