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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

   $7,269,492,888      
Total Shares   110,792,186      
Total Value   $7,269,646,611      


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%
 -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*  
* 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   •       •       •   2015-07-29 4 S $34.82 $13,926,640 I/I (400,000) 112,292,087 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-07-30 4 S $34.94 $6,987,360 I/I (200,000) 112,092,087 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-08-04 4 S $35.14 $8,784,025 I/I (250,000) 111,842,087 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-10-19 4 S $28.50 $2,850,480 I/I (100,000) 104,024,661 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-10-20 4 S $29.08 $7,270,850 I/I (250,000) 103,774,661 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-04-20 4 S $28.91 $8,094,268 I/I (280,000) 100,974,943 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-04-21 4 S $29.14 $8,159,200 I/I (280,000) 100,694,943 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-04-27 4 S $29.88 $1,522,457 I/I (50,950) 100,643,993 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-11-08 4 S $32.50 $1,046,851 I/I (32,210) 103,110,733 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-11-09 4 S $33.33 $18,922,567 I/I (567,790) 102,542,943 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-11-10 4 S $35.43 $10,628,310 I/I (300,000) 34,337,941 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-11-29 4 S $38.51 $616,133 I/I (16,000) 101,158,668 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-02-14 4 S $41.24 $20,127,414 I/I (488,000) 33,849,941 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-02-15 4 S $42.22 $10,556,125 I/I (250,000) 94,792,343 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-04-26 4 S $40.25 $12,075,150 I/I (300,000) 94,514,313 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-07-31 4 S $42.80 $1,112,805 I/I (26,000) 93,143,663 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-08-01 4 S $43.10 $15,086,295 I/I (350,000) 33,499,941 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-08-04 4 S $43.27 $12,547,198 I/I (290,000) 92,800,563 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-10-24 4 S $44.89 $10,101,240 I/I (225,000) 33,274,941 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-10-25 4 S $44.78 $17,685,308 I/I (394,935) 92,306,978 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-10-26 4 S $44.78 $226,805 I/I (5,065) 92,301,913 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-11-10 4 S $44.29 $8,857,960 I/I (200,000) 91,892,413 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-11-15 4 S $44.53 $7,792,365 I/I (175,000) 91,717,413 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-11-16 4 S $44.78 $7,836,658 I/I (175,000) 91,542,413 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-11-29 4 S $48.30 $10,221,817 I/I (211,620) 91,429,443 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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