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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

   $7,334,944,244      
Total Shares   110,792,186      
Total Value   $7,335,097,967      


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%
 -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*  
* Premium Members only  

Records found :    629         Free Registration Required For Full Results.    Limit: 25

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  Page 21 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 and CEO   •       •       •   2006-08-22 4 S $16.26 $5,341,346 I/I (325,400) 155,097,458 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2006-11-02 4 D $0.00 $0 D/D (810,000) 11,526,995 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2006-11-06 4 D $0.00 $0 D/D (400,000) 11,126,995 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2006-11-28 4 GD $0.00 $0 I/I 136,315 7,841,450 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-01-05 4 D $0.00 $0 D/D (1,220,000) 9,927,495 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-02-05 4 S $19.28 $9,701,437 I/I (500,000) 154,572,858 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-02-06 4 S $19.15 $9,616,226 I/I (500,000) 154,072,858 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-02-07 4 S $19.18 $9,638,018 I/I (500,000) 153,572,858 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-02-08 4 S $19.14 $9,649,420 I/I (500,000) 153,072,858 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-02-08 4/A S $19.14 $9,649,420 D/D (500,000) 9,427,495 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-02-09 4 S $18.99 $4,271,635 I/I (223,350) 152,607,962 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-02-09 4 S $18.65 $4,529,450 I/I (241,546) 152,831,312 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-02-09 4/A S $18.65 $4,529,450 D/D (241,546) 9,185,949 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-02-09 4/A S $18.99 $4,271,635 D/D (223,350) 8,962,599 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-02-09 4/A S $19.31 $679,712 D/D (35,104) 8,927,495 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-02-09 4 S $19.31 $679,712 I/I (35,104) 152,572,858 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-04-27 4 S $19.59 $15,729,661 I/I (800,000) 152,772,858 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-04-30 4 S $19.12 $14,224,097 I/I (736,932) 152,035,926 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-04-30 4 S $19.42 $3,175,579 I/I (163,068) 151,872,858 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-05-01 4 S $18.76 $5,482,263 I/I (289,389) 151,583,469 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-05-01 4 S $19.06 $11,658,597 I/I (610,611) 150,972,858 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-05-02 4 S $19.08 $16,954,922 I/I (878,875) 150,093,983 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-05-02 4 S $19.38 $409,626 I/I (21,125) 150,072,858 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-05-03 4 S $19.32 $9,711,365 I/I (500,000) 149,572,858 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-06-05 4 D $0.00 $0 D/D (405,000) 8,522,495 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 21 of 26  
 
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  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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