Schwab-Pomerantz Carolyn

Insider profile

Performance

Overall performance
3.5

Performance over holding periods
3.5
30 days 90 days 120 days
Average return 1% 8.2% 15.1%
Success rate 60% 68% 82%
Transactions
22 0% Buy
34 71% Buy
47 69% Buy
Schwab-Pomerantz Carolyn's trades of Charles Schwab Corp's stock


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Purchase Sale Planned purchase Planned sale Net purchase Net sale Activity signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value
Number of shares Price Value Details
2026-05-06 2026-05-05 S Sale
97,134 +10.9%
460.59
US$2,321,423
97,134 +10.9% 460.59 US$2,321,423
2026-05-05 2026-05-05 PrS Proposed sale
28,050
202.39
US$4,061,824
28,050 202.39 US$4,061,824
2026-01-26 2026-01-22 S Sale
25,424 +14.1%
406.78
US$2,157,818
25,424 +14.1% 406.78 US$2,157,818
2026-01-26 2026-01-22 S Sale
9,525 -0.7%
105.18
US$1,001,792
9,525 -0.7% 105.18 US$1,001,792
2026-01-26 2026-01-22 S Sale
9,525 -0.7%
105.19
US$1,001,928
9,525 -0.7% 105.19 US$1,001,928
2026-01-26 2026-01-22 S Sale
19,050 -1.3%
105.25
US$2,004,961
19,050 -1.3% 105.25 US$2,004,961
2026-01-22 2026-01-22 PrS Proposed sale
42,865
105.19
US$4,509,006
42,865 105.19 US$4,509,006
2025-10-03 2025-10-02 PlS Planned sale
9,600 -2.1%
92.55
US$888,523
9,600 -2.1% 92.55 US$888,523
2025-10-03 2025-10-02 PlS Planned sale
14,400 -1.0%
92.55
US$1,332,670
14,400 -1.0% 92.55 US$1,332,670
2025-10-02 2025-10-02 PrS Proposed sale
24,000
92.47
US$2,219,393
24,000 92.47 US$2,219,393
2025-09-05 2025-09-04 PlS Planned sale
9,600 -2.1%
96.64
US$927,717
9,600 -2.1% 96.64 US$927,717
2025-09-05 2025-09-04 PlS Planned sale
14,400 -1.0%
96.64
US$1,391,583
14,400 -1.0% 96.64 US$1,391,583
2025-08-27 2025-08-25 S Sale
13,542 -0.9%
96.06
US$1,300,803
13,542 -0.9% 96.06 US$1,300,803
2025-08-25 2025-08-25 PrS Proposed sale
13,542
96.15
US$1,302,009
13,542 96.15 US$1,302,009
2025-08-08 2025-08-07 PlS Planned sale
200 -0.0%
97.21
US$19,441
200 -0.0% 97.21 US$19,441
2025-08-08 2025-08-07 PlS Planned sale
9,400 -2.0%
96.68
US$908,809
9,400 -2.0% 96.68 US$908,809
2025-08-08 2025-08-07 PlS Planned sale
400 -0.0%
97.22
US$38,888
400 -0.0% 97.22 US$38,888
2025-08-08 2025-08-07 PlS Planned sale
14,000 -0.9%
96.68
US$1,353,519
14,000 -0.9% 96.68 US$1,353,519
2025-07-07 2025-07-03 PlS Planned sale
9,600 -2.0%
91.59
US$879,250
9,600 -2.0% 91.59 US$879,250
2025-07-07 2025-07-03 PlS Planned sale
14,400 -1.0%
91.59
US$1,318,905
14,400 -1.0% 91.59 US$1,318,905
2025-07-03 2025-07-03 PrS Proposed sale
72,000
91.43
US$6,583,126
72,000 91.43 US$6,583,126
2025-06-06 2025-06-05 PlS Planned sale
9,600 -2.0%
87.25
US$837,592
9,600 -2.0% 87.25 US$837,592
2025-06-06 2025-06-05 PlS Planned sale
14,400 -0.9%
87.25
US$1,256,364
14,400 -0.9% 87.25 US$1,256,364
2025-05-19 2025-05-16 S Sale
7,215 -1.5%
88.73
US$640,190
7,215 -1.5% 88.73 US$640,190
2025-05-19 2025-05-16 S Sale
10,795 -0.7%
88.74
US$957,975
10,795 -0.7% 88.74 US$957,975
2025-05-16 2025-05-16 PrS Proposed sale
18,010
88.50
US$1,593,885
18,010 88.50 US$1,593,885
2025-05-02 2025-05-01 PlS Planned sale
9,600 -1.9%
81.14
US$778,973
9,600 -1.9% 81.14 US$778,973
2025-05-02 2025-05-01 PlS Planned sale
14,400 -0.9%
81.14
US$1,168,428
14,400 -0.9% 81.14 US$1,168,428
2025-04-24 2025-04-22 S Sale
6,897 -0.4%
76.77
US$529,448
6,897 -0.4% 76.77 US$529,448
2025-04-22 2025-04-22 PrS Proposed sale
6,897
76.85
US$530,000
6,897 76.85 US$530,000
2025-04-07 2025-04-03 PlS Planned sale
1,250 -0.2%
75.22
US$94,019
1,250 -0.2% 75.22 US$94,019
2025-04-07 2025-04-03 PlS Planned sale
8,350 -1.6%
74.90
US$625,397
8,350 -1.6% 74.90 US$625,397
2025-04-07 2025-04-03 PlS Planned sale
2,147 -0.1%
75.20
US$161,450
2,147 -0.1% 75.20 US$161,450
2025-04-07 2025-04-03 PlS Planned sale
12,253 -0.8%
74.89
US$917,608
12,253 -0.8% 74.89 US$917,608
2025-04-03 2025-04-03 PrS Proposed sale
72,000
75.00
US$5,400,000
72,000 75.00 US$5,400,000
2025-03-10 2025-03-06 PlS Planned sale
9,600 -1.8%
75.59
US$725,658
9,600 -1.8% 75.59 US$725,658
2025-03-10 2025-03-06 PlS Planned sale
14,400 -0.9%
75.58
US$1,088,385
14,400 -0.9% 75.58 US$1,088,385
2025-02-07 2025-02-06 PlS Planned sale
9,600 -1.8%
82.70
US$793,937
9,600 -1.8% 82.70 US$793,937
2025-02-07 2025-02-06 PlS Planned sale
14,400 -0.9%
82.70
US$1,190,909
14,400 -0.9% 82.70 US$1,190,909
2025-01-03 2025-01-02 PlS Planned sale
9,600 -1.8%
74.14
US$711,727
9,600 -1.8% 74.14 US$711,727
2025-01-03 2025-01-02 PlS Planned sale
14,400 -0.9%
74.14
US$1,067,603
14,400 -0.9% 74.14 US$1,067,603
2025-01-02 2025-01-02 PrS Proposed sale
72,000
73.87
US$5,318,640
72,000 73.87 US$5,318,640
2024-12-17 2024-12-16 PlS Planned sale
3,600 -0.7%
79.29
US$285,435
3,600 -0.7% 79.29 US$285,435
2024-12-17 2024-12-16 PlS Planned sale
5,400 -0.3%
79.28
US$428,100
5,400 -0.3% 79.28 US$428,100
2024-11-19 2024-11-15 PlS Planned sale
3,600 -0.7%
80.02
US$288,081
3,600 -0.7% 80.02 US$288,081