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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 6 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   •       •       •   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   •       •       •   2007-04-27 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 $19.42 $3,175,579 I/I (163,068) 151,872,858 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   •       •       •   2007-05-01 4 S $19.06 $11,658,597 I/I (610,611) 150,972,858 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-05-01 4 S $18.76 $5,482,263 I/I (289,389) 151,583,469 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-05-02 4 S $19.38 $409,626 I/I (21,125) 150,072,858 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   •       •       •   2007-05-03 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 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-08-15 4 S $20.50 $339,894,695 I/I (16,580,229) 7,200,465 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-08-15 4 S $20.50 $9,983,172 D/D (486,984) 5,470,511 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-08-30 4 GD $0.00 $0 I/I 253,165 137,093,137 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-10-04 4 GD $0.00 $0 I/I 115,000 7,085,465 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-12-13 4 GD $0.00 $0 D/D 170,000 5,300,511 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-12-20 4 GD $0.00 $0 I/I 1,756,250 135,336,887 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2008-04-23 4 S $21.09 $2,464,583 I/I (116,340) 135,720,547 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2008-04-23 4 S $21.39 $2,030,689 I/I (94,611) 135,475,529 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2008-04-23 4 OE $7.35 $3,674,500 I/I 500,000 135,836,887 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2008-04-23 4 S $21.13 $768,273 I/I (35,157) 135,336,887 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2008-04-23 4 S $21.25 $3,202,391 I/I (150,407) 135,570,140 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2008-04-23 4 S $21.62 $2,251,788 I/I (103,485) 135,372,044 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2008-04-24 4 S $21.97 $3,710,219 I/I (168,525) 135,336,887 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2008-04-24 4 S $21.66 $6,074,990 I/I (279,675) 137,279,431 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2008-04-24 4 S $21.44 $784,637 I/I (36,499) 137,729,423 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 6 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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