| |
| |
|
| 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 2 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 |
• • • |
2004-04-13 |
4 |
AS |
$10.95 |
$777,028 |
I/I |
(70,700) |
166,764,498 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2004-04-13 |
4 |
AS |
$11.45 |
$317,988 |
I/I |
(27,700) |
166,585,198 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2004-04-13 |
4 |
AS |
$11.04 |
$1,691,949 |
I/I |
(151,600) |
166,612,898 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2004-04-28 |
4 |
GD |
$0.00 |
$0 |
I/I |
11,880 |
7,920 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2004-07-14 |
4 |
GD |
$0.00 |
$0 |
I/I |
231,214 |
166,353,984 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2008-12-16 |
4 |
GD |
$0.00 |
$0 |
I/I |
120,000 |
6,965,465 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2008-12-18 |
4 |
GD |
$0.00 |
$0 |
I/I |
38,000 |
135,298,887 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2008-12-22 |
4 |
GD |
$0.00 |
$0 |
I/I |
9,600 |
135,289,287 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2008-12-26 |
4 |
GD |
$0.00 |
$0 |
I/I |
1,506,400 |
133,782,887 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2008-12-31 |
4 |
GD |
$0.00 |
$0 |
I/I |
62,000 |
133,720,887 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2009-05-04 |
4 |
S |
$18.17 |
$5,450,790 |
I/I |
(300,000) |
41,406,270 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2009-07-30 |
4 |
GD |
$0.00 |
$0 |
D/D |
60,000 |
6,589,020 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2009-08-06 |
4 |
GD |
$0.00 |
$0 |
D/D |
60,000 |
6,529,020 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2009-08-13 |
4 |
GD |
$0.00 |
$0 |
D/D |
60,000 |
6,469,020 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2009-08-20 |
4 |
GD |
$0.00 |
$0 |
D/D |
60,000 |
6,409,020 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2009-08-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
60,000 |
6,349,020 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2009-08-27 |
4 |
D |
$0.00 |
$0 |
I/I |
(294,280) |
41,111,990 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2009-11-16 |
4 |
GD |
$0.00 |
$0 |
I/I |
300,000 |
133,420,887 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2009-11-30 |
4 |
GD |
$0.00 |
$0 |
D/D |
250,000 |
6,099,020 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2009-12-09 |
4 |
GD |
$0.00 |
$0 |
I/I |
154,400 |
133,347,487 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2009-12-11 |
4 |
GD |
$0.00 |
$0 |
I/I |
50,000 |
133,297,487 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2009-12-16 |
4 |
GD |
$0.00 |
$0 |
I/I |
5,600 |
133,291,887 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2009-12-21 |
4 |
GD |
$0.00 |
$0 |
I/I |
550,000 |
132,741,887 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2010-11-02 |
4 |
A |
$0.00 |
$0 |
D/D |
7,439 |
6,106,459 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2010-11-29 |
4 |
GD |
$0.00 |
$0 |
D/D |
336,000 |
5,770,459 |
0 |
- |
|
629 Records found
|
|
Page 2 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 |
| |
|
|
|
|
|
