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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 7 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   •       •       •   2015-01-28 4 S $27.00 $10,800 I/I (400) 111,953,853 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-02-03 4 S $27.33 $19,741,573 I/I (722,391) 111,791,810 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-02-05 4 S $27.97 $4,196,190 I/I (150,000) 111,641,810 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-02-06 4 S $29.17 $7,292,000 I/I (250,000) 111,391,810 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-03-02 4 OE $29.77 $781,879 D/D 26,264 141,396 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-03-03 4 OE $29.95 $206,865 D/D 6,907 148,303 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-04-17 4 GD $0.00 $0 I/I 66,165 116,743,887 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-04-22 4 S $30.45 $19,181,736 I/I (630,000) 116,113,887 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-04-23 4 S $30.51 $19,222,497 I/I (630,000) 115,483,887 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-04-24 4 S $30.17 $19,004,643 I/I (630,000) 114,853,887 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-04-27 4 S $30.33 $12,654,789 I/I (417,300) 114,436,587 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-05-12 4 GD $0.00 $0 I/I 126,000 114,310,587 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-05-14 4 GD $0.00 $0 I/I 201,947 114,108,640 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-05-14 4/A GD $0.00 $0 I/I 123,500 114,187,087 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-05-20 4 S $31.71 $15,855,100 I/I (500,000) 113,687,087 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-05-20 4 GD $0.00 $0 I/I 50,000 113,637,087 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-05-21 4 S $31.44 $15,721,150 I/I (500,000) 113,137,087 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-05-22 4 S $31.54 $12,617,240 I/I (400,000) 112,737,087 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2015-07-29 4 GD $0.00 $0 I/I 45,000 112,692,087 0 -
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   •       •       •   2015-10-23 4 GD $0.00 $0 I/I 84,265 103,690,396 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 7 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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