Schwab-Pomerantz Carolyn
Director · SCHW
As of 2026-09-16, Schwab-Pomerantz Carolyn has 49 Form 4 transactions on record across 1 company — 17 in the trailing 12 months.
Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.
Pattern in the record: open-market sales filed in August in multiple years since 2025 — a recurring calendar cadence, more consistent with scheduled activity than a one-off decision.
Reconstructed holdings
Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.
Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.
Trades by company
Filing ledger
| Date | Company | Action | Shares @ price | Value | Ownership Δ | Owned after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-08-26 | SCHW | Sale | 9,175 @ $109.25 | $1.0M | −0.7% of holding | 1,323,162 | Form 4 |
| 2026-08-05 | SCHW | Sale | 18,561 @ $107.70 | $2.0M | −1.4% of holding | 1,332,337 | Form 4 |
| 2026-08-04 | SCHW | Sale | 22,640 @ $106.36 | $2.4M | −1.6% of holding | 1,350,898 | Form 4 |
| 2026-07-28 | SCHW | Sale | 22,650 @ $105.71 | $2.4M | −1.6% of holding | 1,373,809 | Form 4 |
| 2026-05-05 | SCHW | Sale | 9,910 @ $92.29 | $915K | −0.7% of holding | 1,396,459 | Form 4 |
| 2026-01-22 | SCHW | Sale | 19,050 @ $105.25 | $2.0M | −1.3% of holding | 1,415,509 | Form 4 |
| 2026-01-22 | SCHW | Sale | 9,525 @ $105.19 | $1.0M | −0.7% of holding | 1,405,984 | Form 4 |
| 2026-01-22 | SCHW | Sale | 9,525 @ $105.17 | $1.0M | −0.7% of holding | 1,396,459 | Form 4 |
| 2026-01-22 | SCHW | Sale | 4,765 @ $105.02 | $500K | −1.1% of holding | 436,149 | Form 4 |
| 2025-10-02 | SCHW | Sale | 14,400 @ $92.55 | $1.3M | −1.0% of holding | 1,434,857 | Form 4 |
| 2025-10-02 | SCHW | Sale | 9,600 @ $92.55 | $889K | −2.1% of holding | 440,914 | Form 4 |
| 2025-09-04 | SCHW | Sale | 14,400 @ $96.64 | $1.4M | −1.0% of holding | 1,449,257 | Form 4 |
| 2025-09-04 | SCHW | Sale | 9,600 @ $96.64 | $928K | −2.1% of holding | 450,514 | Form 4 |
| 2025-08-25 | SCHW | Sale | 13,542 @ $96.06 | $1.3M | −0.9% of holding | 1,463,657 | Form 4 |
| 2025-08-07 | SCHW | Sale | 14,000 @ $96.68 | $1.4M | −0.9% of holding | 1,477,599 | Form 4 |
| 2025-08-07 | SCHW | Sale | 9,400 @ $96.68 | $909K | −2.0% of holding | 460,314 | Form 4 |
| 2025-08-07 | SCHW | Sale | 400 @ $97.22 | $39K | −0.0% of holding | 1,477,199 | Form 4 |
| 2025-08-07 | SCHW | Sale | 200 @ $97.20 | $19K | −0.0% of holding | 460,114 | Form 4 |
| 2025-07-03 | SCHW | Sale | 14,400 @ $91.59 | $1.3M | −1.0% of holding | 1,491,599 | Form 4 |
| 2025-07-03 | SCHW | Sale | 9,600 @ $91.59 | $879K | −2.0% of holding | 469,714 | Form 4 |
| 2025-06-05 | SCHW | Sale | 14,400 @ $87.25 | $1.3M | −0.9% of holding | 1,505,999 | Form 4 |
| 2025-06-05 | SCHW | Sale | 9,600 @ $87.25 | $838K | −2.0% of holding | 479,314 | Form 4 |
| 2025-05-16 | SCHW | Sale | 10,795 @ $88.74 | $958K | −0.7% of holding | 1,520,399 | Form 4 |
| 2025-05-16 | SCHW | Sale | 7,215 @ $88.73 | $640K | −1.5% of holding | 488,914 | Form 4 |
| 2025-05-01 | SCHW | Sale | 14,400 @ $81.14 | $1.2M | −0.9% of holding | 1,531,194 | Form 4 |
| 2025-05-01 | SCHW | Sale | 9,600 @ $81.14 | $779K | −1.9% of holding | 496,129 | Form 4 |
| 2025-04-22 | SCHW | Sale | 6,897 @ $76.77 | $529K | −0.4% of holding | 1,545,594 | Form 4 |
| 2025-04-03 | SCHW | Sale | 12,253 @ $74.89 | $918K | −0.8% of holding | 1,547,741 | Form 4 |
| 2025-04-03 | SCHW | Sale | 8,350 @ $74.90 | $625K | −1.6% of holding | 506,979 | Form 4 |
| 2025-04-03 | SCHW | Sale | 2,147 @ $75.20 | $161K | −0.1% of holding | 1,545,594 | Form 4 |
| 2025-04-03 | SCHW | Sale | 1,250 @ $75.22 | $94K | −0.2% of holding | 505,729 | Form 4 |
| 2025-03-06 | SCHW | Sale | 14,400 @ $75.58 | $1.1M | −0.9% of holding | 1,559,994 | Form 4 |
| 2025-03-06 | SCHW | Sale | 9,600 @ $75.59 | $726K | −1.8% of holding | 515,329 | Form 4 |
| 2025-02-06 | SCHW | Sale | 14,400 @ $82.70 | $1.2M | −0.9% of holding | 1,574,394 | Form 4 |
| 2025-02-06 | SCHW | Sale | 9,600 @ $82.70 | $794K | −1.8% of holding | 524,929 | Form 4 |
| 2025-01-02 | SCHW | Sale | 14,400 @ $74.14 | $1.1M | −0.9% of holding | 1,588,794 | Form 4 |
| 2025-01-02 | SCHW | Sale | 9,600 @ $74.14 | $712K | −1.8% of holding | 534,529 | Form 4 |
| 2024-12-16 | SCHW | Sale | 5,400 @ $79.28 | $428K | −0.3% of holding | 1,603,194 | Form 4 |
| 2024-12-16 | SCHW | Sale | 3,600 @ $79.29 | $285K | −0.7% of holding | 544,129 | Form 4 |
10 award / exercise / gift records — not counted as purchases
| Date | Company | Action | Shares | Owned after | Filing |
|---|---|---|---|---|---|
| 2026-07-28 | SCHW | Gift | 271 | 1,373,538 | Form 4 |
| 2026-05-26 | SCHW | Award / grant | 1,602 | 11,226 | Form 4 |
| 2026-05-26 | SCHW | Award / grant | 3,977 | 3,977 | Form 4 |
| 2026-05-05 | SCHW | Option exercise | 9,910 | 9,624 | Form 4 |
| 2026-05-05 | SCHW | Option exercise | 9,910 | 0 | Form 4 |
| 2025-11-10 | SCHW | Gift | 298 | 1,434,559 | Form 4 |
| 2025-05-27 | SCHW | Award / grant | 3,646 | 3,646 | Form 4 |
| 2025-05-27 | SCHW | Award / grant | 1,462 | 9,624 | Form 4 |
| 2025-04-22 | SCHW | Option exercise | 6,897 | 8,162 | Form 4 |
| 2025-04-22 | SCHW | Option exercise | 6,897 | 0 | Form 4 |
Source: SEC Form 4 filings. Each row links to its original filing.
Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.