| |
| |
|
| 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 23 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 |
Co-Chairman |
• • – |
2022-07-28 |
4 |
S |
$65.36 |
$9,778,559 |
I/I |
(149,600) |
69,749,230 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2022-07-29 |
4 |
S |
$69.43 |
$9,393,635 |
I/I |
(135,300) |
69,613,930 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2022-08-23 |
4 |
GD |
$0.00 |
$0 |
I/I |
294,048 |
69,319,882 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2022-10-31 |
4 |
S |
$79.49 |
$10,731,110 |
I/I |
(135,000) |
69,184,882 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2022-11-01 |
4 |
S |
$79.81 |
$172,459 |
I/I |
(2,160) |
69,182,722 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2022-11-03 |
4 |
GD |
$0.00 |
$0 |
I/I |
25,255 |
69,157,467 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2022-11-04 |
4 |
S |
$79.22 |
$10,699,673 |
I/I |
(135,000) |
69,022,467 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2022-11-07 |
4 |
GD |
$0.00 |
$0 |
I/I |
38,045 |
68,984,422 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2022-11-11 |
4 |
S |
$78.28 |
$10,338,555 |
I/I |
(132,050) |
31,159,531 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2022-11-16 |
4 |
GD |
$0.00 |
$0 |
I/I |
64,210 |
68,836,237 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2022-11-18 |
4 |
S |
$79.66 |
$10,519,187 |
I/I |
(132,050) |
31,111,456 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2022-11-21 |
4 |
GD |
$0.00 |
$0 |
I/I |
51,280 |
68,700,982 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2022-11-22 |
4 |
GD |
$0.00 |
$0 |
I/I |
87,500 |
68,613,482 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2022-12-27 |
4 |
GD |
$0.00 |
$0 |
I/I |
6,500,261 |
56,099,757 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-02-01 |
4 |
S |
$77.84 |
$9,424,153 |
I/I |
(121,066) |
60,223,399 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-02-01 |
4 |
OE |
$16.40 |
$1,985,482 |
D/D |
121,066 |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-02-03 |
4 |
S |
$79.76 |
$10,291,742 |
I/I |
(129,030) |
30,982,426 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-02-06 |
4 |
S |
$80.02 |
$15,107,172 |
I/I |
(188,670) |
60,160,509 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-02-07 |
4 |
GD |
$0.00 |
$0 |
I/I |
62,895 |
60,097,614 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-02-07 |
4 |
S |
$81.07 |
$5,098,505 |
I/I |
(62,890) |
30,793,756 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-02-08 |
4 |
S |
$81.54 |
$5,096,088 |
I/I |
(62,500) |
30,731,256 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-02-13 |
4 |
S |
$81.04 |
$7,700,804 |
I/I |
(95,030) |
60,002,584 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-02-13 |
4 |
GD |
$0.00 |
$0 |
I/I |
62,500 |
59,940,084 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-02-14 |
4 |
S |
$80.65 |
$2,320,756 |
I/I |
(28,775) |
59,911,309 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-02-24 |
4 |
GD |
$0.00 |
$0 |
I/I |
37,975 |
59,873,334 |
0 |
- |
|
629 Records found
|
|
Page 23 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 |
| |
|
|
|
|
|
