Schwab-Pomerantz Carolyn

Track

Insider profile

Performance

Overall performance
3.4
Performance over holding periods
3.4
30 days 90 days 120 days
Average return 0% 8.2% 15.1%
Success rate 45% 68% 82%
Transactions
25 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Schwab-Pomerantz Carolyn's trades of Charles Schwab Corp's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
272.63
Quantity 91,156 +43.6%
Value US$907,245
Transaction date
Proposed sale
Price
105.10
Quantity 43,366
Value US$214,356
Transaction date
Sale
Price
232.08
Quantity 74,474 -47.1%
Value US$3,291,916
Transaction date
Proposed sale
Price
107.70
Quantity 18,561
Value US$1,999,016
Transaction date
Sale
Price
106.36
Quantity 22,640 -1.6%
Value US$2,408,036
Transaction date
Proposed sale
Price
106.25
Quantity 22,640
Value US$2,405,500
Transaction date
Sale
Price
105.71
Quantity 22,650 -1.6%
Value US$2,394,399
Transaction date
Proposed sale
Price
105.75
Quantity 22,650
Value US$2,395,238
Transaction date
Proposed sale
Price
92.29
Quantity 9,910
Value US$914,609
Transaction date
Sale
Price
105.02
Quantity 4,765 -1.1%
Value US$500,400
Transaction date
Sale
Price
105.18
Quantity 9,525 -0.7%
Value US$1,001,792
Transaction date
Sale
Price
105.19
Quantity 9,525 -0.7%
Value US$1,001,928
Transaction date
Sale
Price
105.25
Quantity 19,050 -1.3%
Value US$2,004,961
Transaction date
Proposed sale
Price
105.19
Quantity 42,865
Value US$4,509,006
Transaction date
Planned sale
Price
92.55
Quantity 9,600 -2.1%
Value US$888,523
Transaction date
Planned sale
Price
92.55
Quantity 14,400 -1.0%
Value US$1,332,670
Transaction date
Proposed sale
Price
92.47
Quantity 24,000
Value US$2,219,393
Transaction date
Planned sale
Price
96.64
Quantity 9,600 -2.1%
Value US$927,717
Transaction date
Planned sale
Price
96.64
Quantity 14,400 -1.0%
Value US$1,391,583
Transaction date
Sale
Price
96.06
Quantity 13,542 -0.9%
Value US$1,300,803
Transaction date
Proposed sale
Price
96.15
Quantity 13,542
Value US$1,302,009
Transaction date
Planned sale
Price
97.21
Quantity 200 -0.0%
Value US$19,441
Transaction date
Planned sale
Price
96.68
Quantity 9,400 -2.0%
Value US$908,809
Transaction date
Planned sale
Price
97.22
Quantity 400 -0.0%
Value US$38,888
Transaction date
Planned sale
Price
96.68
Quantity 14,000 -0.9%
Value US$1,353,519
Transaction date
Planned sale
Price
91.59
Quantity 9,600 -2.0%
Value US$879,250
Transaction date
Planned sale
Price
91.59
Quantity 14,400 -1.0%
Value US$1,318,905
Transaction date
Proposed sale
Price
91.43
Quantity 72,000
Value US$6,583,126
Transaction date
Planned sale
Price
87.25
Quantity 9,600 -2.0%
Value US$837,592
Transaction date
Planned sale
Price
87.25
Quantity 14,400 -0.9%
Value US$1,256,364
Transaction date
Sale
Price
88.73
Quantity 7,215 -1.5%
Value US$640,190
Transaction date
Sale
Price
88.74
Quantity 10,795 -0.7%
Value US$957,975
Transaction date
Proposed sale
Price
88.50
Quantity 18,010
Value US$1,593,885
Transaction date
Planned sale
Price
81.14
Quantity 9,600 -1.9%
Value US$778,973
Transaction date
Planned sale
Price
81.14
Quantity 14,400 -0.9%
Value US$1,168,428
Transaction date
Sale
Price
76.77
Quantity 6,897 -0.4%
Value US$529,448
Transaction date
Proposed sale
Price
76.85
Quantity 6,897
Value US$530,000
Transaction date
Planned sale
Price
75.22
Quantity 1,250 -0.2%
Value US$94,019
Transaction date
Planned sale
Price
74.90
Quantity 8,350 -1.6%
Value US$625,397
Transaction date
Planned sale
Price
75.20
Quantity 2,147 -0.1%
Value US$161,450
Transaction date
Planned sale
Price
74.89
Quantity 12,253 -0.8%
Value US$917,608
Transaction date
Proposed sale
Price
75.00
Quantity 72,000
Value US$5,400,000
Transaction date
Planned sale
Price
75.59
Quantity 9,600 -1.8%
Value US$725,658
Transaction date
Planned sale
Price
75.58
Quantity 14,400 -0.9%
Value US$1,088,385
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-08-27 2026-08-26
S Sale
91,156 +43.6%
272.63
US$907,245 		91,156 +43.6% 272.63 US$907,245
2026-08-26 2026-08-26
PrS Proposed sale
43,366
105.10
US$214,356 		43,366 105.10 US$214,356
2026-08-07 2026-08-05
S Sale
74,474 -47.1%
232.08
US$3,291,916 		74,474 -47.1% 232.08 US$3,291,916
2026-08-05 2026-08-05
PrS Proposed sale
18,561
107.70
US$1,999,016 		18,561 107.70 US$1,999,016
2026-08-05 2026-08-04
S Sale
22,640 -1.6%
106.36
US$2,408,036 		22,640 -1.6% 106.36 US$2,408,036
2026-08-04 2026-08-04
PrS Proposed sale
22,640
106.25
US$2,405,500 		22,640 106.25 US$2,405,500
2026-07-30 2026-07-28
S Sale
22,650 -1.6%
105.71
US$2,394,399 		22,650 -1.6% 105.71 US$2,394,399
2026-07-28 2026-07-28
PrS Proposed sale
22,650
105.75
US$2,395,238 		22,650 105.75 US$2,395,238
2026-05-06 2026-05-05
S Sale
9,910 -0.7%
92.29
US$914,610 		9,910 -0.7% 92.29 US$914,610
2026-05-05 2026-05-05
PrS Proposed sale
9,910
92.29
US$914,609 		9,910 92.29 US$914,609
2026-01-26 2026-01-22
S Sale
4,765 -1.1%
105.02
US$500,400 		4,765 -1.1% 105.02 US$500,400
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