| |
| |
|
| 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 20 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 |
• • – |
2021-04-23 |
4 |
OE |
$13.91 |
$1,724,381 |
I/I |
123,967 |
86,049,519 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-04-26 |
4 |
S |
$68.00 |
$3,213,149 |
I/I |
(47,249) |
85,753,303 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-04-27 |
4 |
S |
$68.26 |
$18,000,612 |
I/I |
(262,751) |
85,490,552 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-04-28 |
4 |
GD |
$0.00 |
$0 |
I/I |
72,500 |
85,318,052 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-04-28 |
4 |
S |
$69.87 |
$6,987,280 |
I/I |
(100,000) |
85,390,552 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-05-03 |
4 |
S |
$70.33 |
$5,533,798 |
I/I |
(78,685) |
32,331,256 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-05-10 |
4 |
S |
$72.01 |
$1,844,927 |
I/I |
(25,620) |
32,305,636 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-05-14 |
4 |
S |
$72.00 |
$3,195,360 |
I/I |
(44,380) |
32,261,256 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-05-17 |
4 |
GD |
$0.00 |
$0 |
I/I |
69,500 |
85,248,552 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-05-17 |
4 |
S |
$72.64 |
$5,085,080 |
I/I |
(70,000) |
32,191,256 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-06-01 |
4 |
AS |
$74.71 |
$2,092,014 |
I/I |
(28,000) |
32,163,256 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-06-07 |
4 |
AS |
$75.43 |
$2,112,096 |
I/I |
(28,000) |
32,135,256 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-06-14 |
4 |
AS |
$73.05 |
$2,045,414 |
I/I |
(28,000) |
32,107,256 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-06-21 |
4 |
AS |
$71.30 |
$1,996,288 |
I/I |
(28,000) |
32,079,256 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-06-28 |
4 |
AS |
$72.99 |
$2,043,605 |
I/I |
(28,000) |
32,051,256 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-07-06 |
4 |
AS |
$71.82 |
$1,177,845 |
I/I |
(16,400) |
32,034,856 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-07-12 |
4 |
AS |
$70.05 |
$1,823,162 |
I/I |
(25,701) |
32,009,155 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-07-13 |
4 |
AS |
$72.01 |
$1,000,810 |
I/I |
(13,899) |
31,995,256 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-07-20 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,220 |
84,792,802 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-07-21 |
4 |
AS |
$70.00 |
$182,004 |
I/I |
(2,600) |
31,992,656 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-08-06 |
4 |
AS |
$71.21 |
$5,796,461 |
I/I |
(81,400) |
31,911,256 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-08-09 |
4 |
AS |
$71.92 |
$2,013,760 |
I/I |
(28,000) |
31,883,256 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-08-13 |
4 |
S |
$74.14 |
$5,189,702 |
I/I |
(70,000) |
84,237,222 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-08-16 |
4 |
AS |
$72.54 |
$2,031,072 |
I/I |
(28,000) |
31,855,256 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-08-23 |
4 |
AS |
$72.31 |
$2,024,588 |
I/I |
(28,000) |
31,827,256 |
0 |
% |
|
629 Records found
|
|
Page 20 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 |
| |
|
|
|
|
|
