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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 1 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   •       •       •   2003-07-31 4 GD $0.00 $0 I/I 1,000,000 172,242,048 -
SCHW Charles Schwab Corp Chairman   •       •       •   2003-12-19 4 GD $0.00 $0 I/I 56,850 170,185,198 -
SCHW Charles Schwab Corp Chairman   •       •       •   2004-04-28 4 GD $0.00 $0 I/I 11,880 7,920 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2004-05-11 5 GD $0.00 $0 I/I 7,920 0 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2004-07-14 4 GD $0.00 $0 I/I 231,214 166,353,984 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2004-12-16 4 GD $0.00 $0 I/I 735,002 165,618,982 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2004-12-17 4 GD $0.00 $0 I/I 296,612 165,322,370 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2004-12-22 4 GD $0.00 $0 I/I 85,110 165,237,260 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2005-11-02 4 GD $0.00 $0 D/D 3,000,000 162,765,086 -
SCHW Charles Schwab Corp officerTitle   •       •       •   2005-12-09 4 GD $0.00 $0 I/I 8,796 162,756,290 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2006-02-22 4 GD $0.00 $0 I/I 422,332 159,833,958 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2006-11-02 4 D $0.00 $0 D/D (810,000) 11,526,995 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2006-11-06 4 D $0.00 $0 D/D (400,000) 11,126,995 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2006-11-28 4 GD $0.00 $0 I/I 136,315 7,841,450 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-01-05 4 D $0.00 $0 D/D (1,220,000) 9,927,495 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   •       •       •   2007-08-30 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   •       •       •   2008-08-25 4 GD $0.00 $0 D/D 500,000 6,649,020 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2008-12-16 4 GD $0.00 $0 I/I 120,000 6,965,465 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2008-12-18 4 GD $0.00 $0 I/I 38,000 135,298,887 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2008-12-22 4 GD $0.00 $0 I/I 9,600 135,289,287 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2008-12-26 4 GD $0.00 $0 I/I 1,506,400 133,782,887 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 1 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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