| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
629 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 19 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 |
• • – |
2020-12-03 |
4 |
AS |
$50.49 |
$4,992,263 |
I/I |
(98,870) |
74,271,496 |
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 |
• • – |
2020-12-10 |
4 |
AS |
$49.86 |
$4,929,915 |
I/I |
(98,870) |
71,799,576 |
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 |
• • – |
2020-12-17 |
4 |
AS |
$51.48 |
$5,089,551 |
I/I |
(98,870) |
71,494,376 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2020-12-24 |
4 |
AS |
$52.05 |
$5,146,085 |
I/I |
(98,870) |
71,395,506 |
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 |
• • – |
2021-02-03 |
4 |
S |
$54.81 |
$8,265,255 |
I/I |
(150,792) |
87,947,805 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-02-03 |
4 |
OE |
$18.66 |
$2,366,312 |
I/I |
126,812 |
88,098,597 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-02-04 |
4 |
S |
$54.10 |
$8,005,968 |
I/I |
(147,992) |
87,947,805 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-02-04 |
4 |
OE |
$15.05 |
$2,227,280 |
I/I |
147,992 |
88,095,797 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-02-04 |
4 |
S |
$54.86 |
$9,100,825 |
I/I |
(165,877) |
87,947,805 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-02-04 |
4 |
OE |
$11.75 |
$1,949,055 |
I/I |
165,877 |
88,113,682 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-02-11 |
4 |
S |
$55.95 |
$13,987,550 |
I/I |
(250,000) |
87,697,805 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-02-12 |
4 |
S |
$57.81 |
$18,791,053 |
I/I |
(325,000) |
87,372,805 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-02-16 |
4 |
S |
$60.93 |
$18,277,590 |
I/I |
(300,000) |
87,072,805 |
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 |
• • – |
2021-02-17 |
4 |
S |
$60.95 |
$18,284,490 |
I/I |
(300,000) |
86,772,805 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-02-18 |
4 |
S |
$60.91 |
$4,263,700 |
I/I |
(70,000) |
86,693,300 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-02-22 |
4 |
S |
$62.61 |
$16,654,659 |
I/I |
(266,000) |
86,427,300 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-03-01 |
4 |
OE |
$63.75 |
$1,438,391 |
I/I |
22,563 |
86,449,863 |
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 |
• • – |
2021-04-21 |
4 |
S |
$64.88 |
$14,321,106 |
I/I |
(220,710) |
86,225,552 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-04-22 |
4 |
S |
$65.58 |
$19,676,355 |
I/I |
(300,000) |
85,925,552 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-04-23 |
4 |
S |
$66.57 |
$16,572,663 |
I/I |
(248,967) |
85,800,552 |
0 |
% |
|
629 Records found
|
|
Page 19 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 |
| |
|
|
|
|
|
