SEC reporting owner

Schwab-Pomerantz Carolyn SEC insider disclosures

Reporting owner CIK0001950787
Issuers1
Qualifying disclosures75
Public purchases0
Recent-window purchases0
Recent-window sales41
Last public filing2026-08-28
Coverageverified

Issuer relationships

Recent SEC transactions

Publicly availableTrade dateTickerCodeSharesReported value
2026-08-272026-08-26SCHWS9,175Not reported
2026-08-072026-08-05SCHWS18,561Not reported
2026-08-052026-08-04SCHWS22,640Not reported
2026-07-302026-07-28SCHWS22,650Not reported
2026-05-282026-05-26SCHWA1,602Not reported
2026-05-282026-05-26SCHWA3,977Not reported
2026-05-062026-05-05SCHWS9,910Not reported
2026-01-262026-01-22SCHWS4,765Not reported
2026-01-262026-01-22SCHWS9,525Not reported
2026-01-262026-01-22SCHWS9,525Not reported

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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