| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
629 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 14 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 |
• • • |
2017-07-31 |
4 |
GD |
$0.00 |
$0 |
I/I |
47,000 |
93,096,663 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2017-07-31 |
4 |
S |
$42.80 |
$1,112,805 |
I/I |
(26,000) |
93,143,663 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2017-08-01 |
4 |
S |
$43.10 |
$15,086,295 |
I/I |
(350,000) |
33,499,941 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2017-08-03 |
4 |
GD |
$0.00 |
$0 |
I/I |
6,100 |
93,090,563 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2017-08-04 |
4 |
S |
$43.27 |
$12,547,198 |
I/I |
(290,000) |
92,800,563 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2017-09-13 |
4 |
GD |
$0.00 |
$0 |
I/I |
98,650 |
92,701,913 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2017-10-24 |
4 |
S |
$44.89 |
$10,101,240 |
I/I |
(225,000) |
33,274,941 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2017-10-25 |
4 |
S |
$44.78 |
$17,685,308 |
I/I |
(394,935) |
92,306,978 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2017-10-26 |
4 |
GD |
$0.00 |
$0 |
I/I |
66,000 |
92,235,913 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2017-10-26 |
4 |
S |
$44.78 |
$226,805 |
I/I |
(5,065) |
92,301,913 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2017-10-27 |
4 |
GD |
$0.00 |
$0 |
I/I |
121,500 |
92,114,413 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2017-10-31 |
4 |
GD |
$0.00 |
$0 |
I/I |
22,000 |
92,092,413 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2017-11-10 |
4 |
S |
$44.29 |
$8,857,960 |
I/I |
(200,000) |
91,892,413 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2017-11-15 |
4 |
S |
$44.53 |
$7,792,365 |
I/I |
(175,000) |
91,717,413 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2017-11-16 |
4 |
S |
$44.78 |
$7,836,658 |
I/I |
(175,000) |
91,542,413 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2017-11-29 |
4 |
S |
$48.30 |
$10,221,817 |
I/I |
(211,620) |
91,429,443 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-01-18 |
4 |
S |
$55.31 |
$16,593,900 |
I/I |
(300,000) |
88,833,733 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-01-24 |
4 |
S |
$55.13 |
$13,230,744 |
I/I |
(240,000) |
88,593,733 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-01-25 |
4 |
S |
$54.49 |
$13,076,664 |
I/I |
(240,000) |
88,353,733 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-01-29 |
4 |
S |
$54.03 |
$12,966,096 |
I/I |
(240,000) |
88,113,733 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-02-14 |
4 |
S |
$52.17 |
$3,884,295 |
I/I |
(74,450) |
87,516,283 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-03-02 |
4 |
OE |
$51.62 |
$1,023,319 |
I/I |
19,826 |
87,536,109 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-03-05 |
4 |
OE |
$52.82 |
$384,635 |
I/I |
7,282 |
87,543,391 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-04-23 |
4 |
S |
$54.99 |
$13,747,475 |
I/I |
(250,000) |
87,293,391 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-04-24 |
4 |
S |
$55.01 |
$14,414,888 |
I/I |
(262,000) |
87,031,391 |
0 |
- |
|
629 Records found
|
|
Page 14 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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|
