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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 4 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   •       •       •   2012-11-09 4 S $13.18 $6,590,550 D/D (500,000) 3,931,381 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-11-09 4 GD $0.00 $0 I/I 105,000 5,986,465 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-11-12 4 S $12.96 $6,481,600 D/D (500,000) 3,431,381 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-11-13 4 S $12.85 $6,423,350 D/D (500,000) 2,931,381 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-11-16 4 GD $0.00 $0 I/I 1,225,000 121,418,412 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-11-28 4 GD $0.00 $0 I/I 66,000 121,352,412 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2012-12-27 4 GD $0.00 $0 I/I 1,850,000 119,502,412 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-02-01 4 GD $0.00 $0 I/I 304,860 119,582,552 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-02-01 4 GD $0.00 $0 D/D 60,000 2,871,381 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-02-25 4 GD $0.00 $0 I/I 440,510 119,142,042 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-03-01 4 A $0.00 $0 D/D 13,409 2,884,790 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-04-11 4 GD $0.00 $0 I/I 315,800 118,826,242 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-05-02 4 S $16.47 $7,393,055 D/D (448,921) 2,435,869 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-05-03 4 S $17.18 $18,054,804 D/D (1,051,079) 1,384,790 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-07-29 4 GD $0.00 $0 I/I 1,000,000 117,826,242 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-10-21 4 OE $18.29 $3,456,929 D/D 188,991 1,573,781 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-10-21 4 S $23.69 $4,477,178 D/D (188,991) 1,384,790 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-10-22 4 S $23.40 $4,421,539 D/D (188,991) 1,384,790 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-10-22 4 OE $18.29 $3,456,929 D/D 188,991 1,573,781 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-10-23 4 S $23.22 $4,388,277 D/D (188,991) 1,384,790 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-10-23 4 OE $18.29 $3,456,929 D/D 188,991 1,573,781 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-11-01 4 A $0.00 $0 D/D 16,032 1,400,822 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-11-06 4 OE $13.12 $2,063,999 D/D 157,335 1,558,157 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-11-06 4 S $23.16 $3,644,115 D/D (157,335) 1,400,822 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2013-11-07 4 S $23.02 $3,621,946 D/D (157,335) 1,400,822 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 4 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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