| |
| |
|
| 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 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 |
• • • |
2004-03-30 |
4 |
AS |
$11.46 |
$2,877,244 |
I/I |
(250,000) |
167,585,198 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2004-04-05 |
4 |
AS |
$11.44 |
$2,888,444 |
I/I |
(250,000) |
167,335,198 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2004-04-06 |
4 |
AS |
$11.34 |
$2,849,295 |
I/I |
(250,000) |
167,085,198 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2004-04-12 |
4 |
AS |
$11.18 |
$2,846,047 |
I/I |
(250,000) |
166,835,198 |
|
- |
|
| 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 |
$11.04 |
$1,691,949 |
I/I |
(151,600) |
166,612,898 |
|
- |
|
| 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 and CEO |
• • • |
2005-11-28 |
4 |
AS |
$15.29 |
$3,841,087 |
I/I |
(250,000) |
44,103,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-11-29 |
4 |
AS |
$15.16 |
$3,414,801 |
I/I |
(224,100) |
43,879,858 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-11-29 |
4 |
AS |
$15.31 |
$397,760 |
I/I |
(25,900) |
43,853,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
officerTitle |
• • • |
2005-12-05 |
4 |
AS |
$15.66 |
$75,258 |
I/I |
(4,800) |
43,603,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
officerTitle |
• • • |
2005-12-05 |
4 |
AS |
$15.65 |
$106,420 |
I/I |
(6,800) |
43,608,758 |
|
- |
|
| SCHW |
Charles Schwab Corp |
officerTitle |
• • • |
2005-12-05 |
4 |
AS |
$15.31 |
$3,690,151 |
I/I |
(238,400) |
43,615,558 |
|
- |
|
| SCHW |
Charles Schwab Corp |
officerTitle |
• • • |
2005-12-06 |
4 |
AS |
$15.39 |
$3,307,755 |
I/I |
(212,100) |
43,391,858 |
|
- |
|
| SCHW |
Charles Schwab Corp |
officerTitle |
• • • |
2005-12-06 |
4 |
AS |
$15.70 |
$596,120 |
I/I |
(37,900) |
43,353,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
officerTitle |
• • • |
2005-12-12 |
4 |
AS |
$14.75 |
$3,714,986 |
I/I |
(250,000) |
43,103,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
officerTitle |
• • • |
2005-12-13 |
4 |
AS |
$14.85 |
$3,354,592 |
I/I |
(224,300) |
42,853,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
officerTitle |
• • • |
2005-12-13 |
4 |
AS |
$14.73 |
$380,464 |
I/I |
(25,700) |
43,078,258 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2019-09-03 |
4 |
AS |
$38.02 |
$3,140,528 |
I/I |
(82,612) |
76,546,361 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2019-09-04 |
4 |
AS |
$38.47 |
$877,405 |
I/I |
(22,810) |
76,546,361 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2019-09-05 |
4 |
AS |
$40.08 |
$4,225,409 |
I/I |
(105,422) |
76,546,361 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2019-09-11 |
4 |
AS |
$42.03 |
$4,430,950 |
I/I |
(105,422) |
76,546,361 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2020-07-30 |
4 |
AS |
$33.19 |
$2,158,968 |
I/I |
(65,056) |
75,185,798 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2020-07-31 |
4 |
AS |
$33.23 |
$2,161,974 |
I/I |
(65,056) |
75,185,798 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2020-10-29 |
4 |
AS |
$37.74 |
$2,501,424 |
I/I |
(66,288) |
75,062,456 |
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 |
| |
|
|
|
|
|
