Clark Bernard J.
Known title: EVP - Advisor ServicesCIK: 0001564429
Clark Bernard J.'s purchase track record
Clark Bernard J. has only 1 open-market purchase with a full 6 months of price history after it -- too few to call a track record yet.
| Purchase | Stock | Amount | 3 months | 6 months | S&P 500, 6 mo. |
|---|---|---|---|---|---|
| 3/17/2023 | SCHW | $274K | -3.0% | +4.2% | +13.6% |
Computed by MarketWall from SEC Form 4 filings and daily closing prices (close on the purchase date to the close about 3 and 6 months later). Companies that have since delisted are not included. Past results, not investment advice.
Associated companies
Transaction History
| SCHW | ▲ Buy | Option Exercise | 8,164 | $425K | 6/12/2024 | View on chart |
| SCHW | ▼ Sell | Open Market | 8,164 | $612K | 6/12/2024 | View on chart |
| SCHW | ▼ Sell | Open Market | 74,615 | $5.3M | 5/28/2024 | View on chart |
| SCHW | ▼ Sell | Open Market | 2,816 | $202K | 5/28/2024 | View on chart |
| SCHW | ▲ Buy | Option Exercise | 28,670 | $1.2M | 5/28/2024 | View on chart |
| SCHW | ▼ Sell | Tax Withholding | 31,239 | $2.1M | 3/4/2024 | View on chart |
| SCHW | ▲ Buy | Grant | 80,000 | $0 | 3/1/2024 | View on chart |
| SCHW | ▲ Buy | Open Market | 5,000 | $274K | 3/17/2023 | View on chart |
| SCHW | ▲ Buy | Grant | 50,135 | $0 | 3/2/2023 | View on chart |
| SCHW | ▼ Sell | Tax Withholding | 20,336 | $1.6M | 3/2/2023 | View on chart |
| SCHW | ▲ Buy | Option Exercise | 13,585 | $1.1M | 3/1/2022 | View on chart |
| SCHW | ▲ Buy | Option Exercise | 28,370 | $1.2M | 10/26/2021 | View on chart |
| SCHW | ▼ Sell | Open Market | 28,370 | $2.4M | 10/26/2021 | View on chart |
| SCHW | ▲ Buy | Grant | 59,931 | $0 | 10/25/2021 | View on chart |
| SCHW | ▲ Buy | Option Exercise | 300 | $13K | 10/25/2021 | View on chart |
| SCHW | ▼ Sell | Open Market | 300 | $25K | 10/25/2021 | View on chart |
| SCHW | ▼ Sell | Open Market | 29,977 | $2.3M | 10/11/2021 | View on chart |
| SCHW | ▲ Buy | Option Exercise | 29,977 | $791K | 10/11/2021 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 16, 2026
Charles Schwab Highlights AI Rules, Tax‑Aware Strategy and Q3 Outlook
Charles Schwab’s chief executive said AI‑driven trading agents will need clear regulatory guidelines, emphasizing the firm’s cautious stance on automated investing. The bank also announced a new tax‑aware investment strategy that has drawn significant assets from high‑net‑worth clients. UBS described the third‑quarter earnings report as “somewhat low quality,” though it noted continued strong organic growth. Additionally, the CEO mentioned expanding the firm’s prediction‑market offerings.
Charles Schwab Highlights AI Rules, Tax‑Aware Strategy and Q3 Outlook. Charles Schwab’s chief executive said AI‑driven trading agents will need clear regulatory guidelines, emphasizing the firm’s cautious stance on automated investing. The bank also announced a new tax‑aware investment strategy that has drawn significant assets from high‑net‑worth clients. UBS described the third‑quarter earnings report as “somewhat low quality,” though it noted continued strong organic growth. Additionally, the CEO mentioned expanding the firm’s prediction‑market offerings.