Carolyn Schwab-Pomerantz has sold SCHW and made no open-market buys since Nov 2022

Carolyn Schwab-Pomerantz (also known as Carrie Schwab-Pomerantz, CFP®) is a director at The Charles Schwab Corporation (NYSE: SCHW), joining the Board in October 2022.( She is the daughter of the company's co-chairman and founder, Charles R. Schwab, and her board term expires in 2026.(

Schwab-Pomerantz had a 40-year career at Charles Schwab & Co., Inc., starting as a file clerk in 1983 and advancing to roles such as financial consultant and senior executive.( She served as Managing Director of Consumer Education from 2022 to 2023 and Senior Vice President of Consumer Education from 2005 to 2022.( Additionally, she was President (2002-2023) and Chair (2014-2023) of the Charles Schwab Foundation, and Chair of Schwab Charitable Fund (2012-2023) and Boys & Girls Clubs of America (2021-2022, Chair Emeritus since 2023).( A nationally recognized expert in financial literacy, she retired from her executive position in 2023.(

On May 5, 2026, she exercised 9,910 nonqualified stock options at $31.65 per share under the 2013 Stock Incentive Plan and an associated revocable trust sold 9,910 SCHW shares at a weighted average price of $92.2916, netting a sale value of approximately $915,000.( Post-transaction, her holdings include 9,624 shares directly and over 1.8 million shares indirectly through trusts and other entities.(

Written by Perplexity from public sources.