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Insider Information:   Schwab Charles R
Relationship:   10% Owner
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   7,831    

Indirect Shares

   110,784,355      
Direct Value   $153,723    

Indirect Value

   $7,269,492,888      
Total Shares   110,792,186      
Total Value   $7,269,646,611      


ALTABA Inc $153,723 ALTABA Inc $153,723
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    3   
    79    

     Stock price went up :
    0   
    28    
     Stock price went down :
    3   
    51    
   
     Gain/Loss Ratio :
   -3.0   
   -3.0   
     Percentage Gain/Loss :
   -66.7%
 -36.8%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Charles Schwab Corp SCHW Co-Chairman, Director 2024-03-01 0 2024-05-20 98,678,219    Premium*  
            ALTABA Inc AABA Director 2015-12-31 7,831 2015-12-31 321,616    Premium*  
            Local Bounti Corporation LOCL 10% Owner 2021-12-02 0 2022-10-21 11,784,520    Premium*  
* Premium Members only  

Records found :    629         Free Registration Required For Full Results.    Limit: 25

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  Page 10 of 26
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
SCHW Charles Schwab Corp Chairman   •       •       •   2020-06-12 4 GD $0.00 $0 I/I 98,436 73,228,971 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2020-07-01 4 GD $0.00 $0 I/I 10,408 75,185,798 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2020-10-01 4 GD $0.00 $0 I/I 9,610 75,176,188 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2020-10-21 4 GD $0.00 $0 I/I 51,177 75,125,011 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2020-10-22 4 GD $0.00 $0 I/I 126,505 75,062,456 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2020-12-09 4 GD $0.00 $0 I/I 88,850 71,898,446 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2020-12-14 4 GD $0.00 $0 I/I 206,330 71,593,246 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-01-06 4 GD $0.00 $0 I/I 6,656 87,971,785 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-02-17 4 GD $0.00 $0 I/I 9,505 86,763,300 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-04-01 4 GD $0.00 $0 I/I 3,601 86,446,262 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-04-28 4 GD $0.00 $0 I/I 72,500 85,318,052 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-05-17 4 GD $0.00 $0 I/I 69,500 85,248,552 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-07-20 4 GD $0.00 $0 I/I 3,220 84,792,802 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-08-30 4 GD $0.00 $0 I/I 133,935 84,033,287 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-09-02 4 GD $0.00 $0 I/I 136,530 83,896,757 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-09-09 4 GD $0.00 $0 I/I 137,850 83,758,907 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-09-16 4 GD $0.00 $0 I/I 140,750 83,618,157 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-10-07 4 GD $0.00 $0 I/I 3,147 83,615,010 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-10-18 4 GD $0.00 $0 I/I 186,400 83,415,610 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-10-19 4 GD $0.00 $0 I/I 123,800 83,291,810 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-10-20 4 GD $0.00 $0 I/I 12,325 83,094,235 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-10-20 4 GD $0.00 $0 I/I 24,661 83,081,899 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-10-26 4 GD $0.00 $0 I/I 894,250 81,935,324 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-11-18 4 GD $0.00 $0 I/I 115,380 80,790,374 0 -
SCHW Charles Schwab Corp Chairman   •       •      –    2021-12-16 4 GD $0.00 $0 I/I 29,400 80,662,774 0 -
  629  Records found
  1   2   3   4   5   6   7   8   9   10  11   12   13   14   15   16   17   18   19   20   21   22   23   24   25   26      
  Page 10 of 26  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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