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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

   $7,334,944,244      
Total Shares   110,792,186      
Total Value   $7,335,097,967      


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%
 -23.5%
     
   
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 13 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   •       •       •   2015-07-30 4 S $34.94 $6,987,360 I/I (200,000) 112,092,087 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-08-04 4 S $35.14 $8,784,025 I/I (250,000) 111,842,087 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-10-19 4 S $28.50 $2,850,480 I/I (100,000) 104,024,661 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-10-20 4 S $29.08 $7,270,850 I/I (250,000) 103,774,661 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-10-23 4 GD $0.00 $0 I/I 84,265 103,690,396 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-11-02 4 OE $30.98 $280,788 I/I 9,065 103,699,461 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-12-23 4 GD $0.00 $0 I/I 1,214,000 102,485,461 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-01-28 4 GD $0.00 $0 I/I 20,000 102,465,461 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-03-01 4 OE $25.90 $553,198 I/I 21,359 102,486,820 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-03-02 4 OE $26.54 $106,595 I/I 4,016 102,490,836 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-03-03 4 OE $26.73 $184,624 I/I 6,907 102,497,743 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-04-20 4 S $28.91 $8,094,268 I/I (280,000) 100,974,943 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-04-21 4 S $29.14 $8,159,200 I/I (280,000) 100,694,943 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-04-27 4 S $29.88 $1,522,457 I/I (50,950) 100,643,993 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-04-28 4 GD $0.00 $0 I/I 78,500 100,565,493 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-05-17 4 GD $0.00 $0 I/I 71,100 100,494,393 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-05-20 4 GD $0.00 $0 I/I 67,425 100,426,968 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-07-22 4 GD $0.00 $0 I/I 21,375 103,160,593 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-07-29 4 GD $0.00 $0 I/I 17,650 103,142,943 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-11-08 4 S $32.50 $1,046,851 I/I (32,210) 103,110,733 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-11-09 4 GD $0.00 $0 I/I 121,000 102,421,943 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-11-09 4 S $33.33 $18,922,567 I/I (567,790) 102,542,943 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-11-10 4 S $35.43 $10,628,310 I/I (300,000) 34,337,941 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-11-14 4 GD $0.00 $0 I/I 41,875 101,332,768 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-11-17 4 GD $0.00 $0 I/I 6,850 101,325,918 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 13 of 26  
 
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  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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