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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

   $7,271,746,164      
Total Shares   110,792,186      
Total Value   $7,271,899,886      


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%
 -60.1%
     
   
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 3 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   •       •       •   2010-12-17 4 GD $0.00 $0 I/I 13,500 132,728,387 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2011-04-20 4 GD $0.00 $0 D/D 273,100 5,497,359 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2011-04-21 4 S $18.72 $18,715,600 I/I (1,000,000) 131,728,387 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2011-04-25 4 S $18.47 $36,937,400 I/I (2,000,000) 129,728,387 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2011-04-26 4 GD $0.00 $0 I/I 266,500 129,461,887 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2011-07-26 4 GD $0.00 $0 D/D 100,000 5,397,359 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2011-11-01 4 OE $0.00 $0 D/D 8,925 5,406,284 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2011-11-02 4 OE $0.00 $0 D/D 6,949 5,413,233 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2011-12-21 4 D $0.00 $0 I/I (660,394) 39,350,941 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-04-20 4 S $14.03 $14,028,900 D/D (1,000,000) 4,413,233 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-04-23 4 S $13.74 $10,304,850 I/I (750,000) 129,768,517 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-04-24 4 S $13.79 $17,236,750 I/I (1,250,000) 128,518,517 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-04-25 4 S $13.93 $13,926,700 I/I (1,000,000) 127,518,517 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-05-31 4 GD $0.00 $0 I/I 793,000 6,091,465 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-07-24 4 GD $0.00 $0 I/I 147,705 127,370,812 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-07-30 4 S $12.75 $1,441,213 I/I (113,000) 39,237,941 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-07-31 4 S $12.58 $8,808,240 I/I (700,000) 38,537,941 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-08-16 4 S $13.29 $2,657,880 I/I (200,000) 127,170,812 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-08-17 4 S $13.24 $10,588,720 I/I (800,000) 126,370,812 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-08-20 4 S $13.13 $6,565,200 I/I (500,000) 125,870,812 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-10-30 4 GD $0.00 $0 I/I 227,400 125,643,412 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-10-31 4 S $13.50 $16,874,750 I/I (1,250,000) 124,393,412 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-11-01 4 S $13.59 $13,590,500 I/I (1,000,000) 123,393,412 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-11-01 4 A $0.00 $0 D/D 18,148 4,431,381 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-11-02 4 S $13.73 $10,298,400 I/I (750,000) 122,643,412 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 3 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
 
 
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