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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

   $7,271,746,164      
Total Shares   110,792,186      
Total Value   $7,271,899,886      


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%
 -60.1%
     
   
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 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   •       •       •   2016-11-21 4 GD $0.00 $0 I/I 132,250 101,193,668 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-11-22 4 GD $0.00 $0 I/I 19,000 101,174,668 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-11-29 4 S $38.51 $616,133 I/I (16,000) 101,158,668 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-12-19 4 GD $0.00 $0 I/I 260,000 100,898,668 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-02-14 4 S $41.24 $20,127,414 I/I (488,000) 33,849,941 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-02-15 4 S $42.22 $10,556,125 I/I (250,000) 94,792,343 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-03-01 4 OE $42.38 $468,257 I/I 11,049 94,803,392 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-03-02 4 OE $42.51 $170,678 I/I 4,015 94,807,407 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-03-03 4 OE $42.42 $292,953 I/I 6,906 94,814,313 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-04-26 4 S $40.25 $12,075,150 I/I (300,000) 94,514,313 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-05-08 4 GD $0.00 $0 I/I 50,000 94,464,313 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-05-16 4 GD $0.00 $0 I/I 123,000 13,094,050 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-06-27 4 GD $0.00 $0 I/I 35,250 94,429,063 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   •       •       •   2017-07-31 4 GD $0.00 $0 I/I 47,000 93,096,663 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 -
  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 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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