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Carolyn Schwab-Pomerantz Insider Profile

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Carolyn Schwab-Pomerantz, Director at Charles Schwab, holds 2.30M shares in Charles Schwab (Ticker: SCHW). Most recently, Carolyn Schwab-Pomerantz Sold $7,482 shares of Charles Schwab on Apr 22, 2024 for an estimated value of 549.63K.
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Carolyn Schwab-Pomerantz

Carolyn Schwab-Pomerantz
Charles Schwab (SCHW)
Director

Ranked #26,798 out of 98,624 Corporate Insiders

Profitable Transactions

60%
3 out of 5 Profitable Transactions

Average Return

+8.50%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$175M
100.00%
A breakdown of Carolyn Schwab-Pomerantz's holdings

Insider Roles

Charles Schwab
(SCHW)
Director
Roles that Carolyn Schwab-Pomerantz holds in companies

Most Profitable Insider Trade

Stock:
Charles Schwab
(SCHW)
Rating:Informative Sell
Date:Nov 01, 2022 - Nov 01, 2023
Return:+32.80%
The most profitable trade made by Carolyn Schwab-Pomerantz

Carolyn Schwab-Pomerantz's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Charles Schwab
Apr 22, 2024
Director
Informative Sell
549.63K
$174.97M
Success Rate for
SCHW
3 out of 5 profitable transactions on
SCHW
60%
Average Return for
SCHW
Average return per transaction on
SCHW
+8.58%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Nov 01, 2022
Informative Sell
$2.56M
-
$80.00
+32.80%
Oct 23, 2023
Uninformative Sell
$505.00K
-
$52.04
Jan 04, 2024
Uninformative Sell
$209.22K
-
$69.21
Mar 01, 2024
Uninformative Sell
$587.57K
-
$65.28
Mar 25, 2024
Uninformative Sell
$637.79K
-
$70.86
List of latest transactions for each holding click on a transaction to see Carolyn Schwab-Pomerantz's performance on stock

Carolyn Schwab-Pomerantz insider profile FAQ

What is the percentage of profitable transactions made by Carolyn Schwab-Pomerantz?
The percentage of profitable transactions made by Carolyn Schwab-Pomerantz is 60%.
    What is the average return per transaction made by Carolyn Schwab-Pomerantz?
    The average return per transaction made by Carolyn Schwab-Pomerantz is 8.50%.
      What stocks does Carolyn Schwab-Pomerantz hold?
      Carolyn Schwab-Pomerantz holds: SCHW stocks.
        What was Carolyn Schwab-Pomerantz’s latest transaction?
        Carolyn Schwab-Pomerantz latest transaction was an Informative Sell of $549.63K.
          What was Carolyn Schwab-Pomerantz's most profitable transaction?
          Carolyn Schwab-Pomerantz’s most profitable transaction was an Informative Sell of SCHW stock on November 1, 2022. The return on the trade was 32.80%.
            What is Carolyn Schwab-Pomerantz's role in Charles Schwab?
            Carolyn Schwab-Pomerantz's role in Charles Schwab is Director.
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