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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

   $7,269,492,888      
Total Shares   110,792,186      
Total Value   $7,269,646,611      


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%
 -36.8%
     
   
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 8 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   •       •       •   2016-07-29 4 GD $0.00 $0 I/I 17,650 103,142,943 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-11-09 4 GD $0.00 $0 I/I 121,000 102,421,943 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-11-14 4 GD $0.00 $0 I/I 41,875 101,332,768 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-11-17 4 GD $0.00 $0 I/I 6,850 101,325,918 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-11-21 4 GD $0.00 $0 I/I 132,250 101,193,668 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-11-22 4 GD $0.00 $0 I/I 19,000 101,174,668 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2016-12-19 4 GD $0.00 $0 I/I 260,000 100,898,668 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-05-08 4 GD $0.00 $0 I/I 50,000 94,464,313 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-05-16 4 GD $0.00 $0 I/I 123,000 13,094,050 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-06-27 4 GD $0.00 $0 I/I 35,250 94,429,063 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-07-31 4 GD $0.00 $0 I/I 47,000 93,096,663 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-08-03 4 GD $0.00 $0 I/I 6,100 93,090,563 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-09-13 4 GD $0.00 $0 I/I 98,650 92,701,913 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-10-26 4 GD $0.00 $0 I/I 66,000 92,235,913 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-10-27 4 GD $0.00 $0 I/I 121,500 92,114,413 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2017-10-31 4 GD $0.00 $0 I/I 22,000 92,092,413 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2018-04-27 4 GD $0.00 $0 I/I 89,670 86,941,721 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2018-05-08 4 GD $0.00 $0 I/I 20,665 85,402,386 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2018-05-10 4 GD $0.00 $0 I/I 137,000 85,265,386 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2018-05-21 4 GD $0.00 $0 I/I 357,380 84,806,036 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2018-05-22 4 GD $0.00 $0 I/I 275,460 84,145,076 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2018-06-11 4 GD $0.00 $0 I/I 208,135 83,936,941 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2018-07-23 4 GD $0.00 $0 I/I 10,750 83,926,191 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2018-08-24 4 GD $0.00 $0 I/I 5,075 83,730,616 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2018-11-06 4 GD $0.00 $0 I/I 3,562,995 80,482,621 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 8 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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