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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 :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
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   •       •       •   2004-05-11 5 GD $0.00 $0 I/I 7,920 0 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2005-07-26 4/A OE $3.80 $1,068,750 D/D 281,250 14,638,745 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2005-07-26 4/A S $13.35 $2,445,678 D/D (180,900) 14,457,845 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2006-02-02 4/A S $14.62 $68,714 D/D (4,700) 13,863,795 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2006-02-28 4/A S $16.16 $10,079,468 I/I (618,172) 158,215,786 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-02-08 4/A S $19.14 $9,649,420 D/D (500,000) 9,427,495 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-02-09 4/A S $18.99 $4,271,635 D/D (223,350) 8,962,599 0 -
SCHW Charles Schwab Corp Chairman and CEO   •       •       •   2007-02-09 4/A S $19.31 $679,712 D/D (35,104) 8,927,495 0 -
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   •       •       •   2015-05-14 4/A GD $0.00 $0 I/I 123,500 114,187,087 0 -
SCHW Charles Schwab Corp Chairman   •       •       •   2003-07-30 4 S $10.40 $6,238,800 I/I (600,000) 173,242,048 -
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   •       •       •   2003-08-01 4 S $10.04 $10,071,900 I/I (1,000,000) 171,242,048 -
SCHW Charles Schwab Corp Chairman   •       •       •   2003-08-04 4 S $9.88 $9,879,500 I/I (1,000,000) 170,242,048 -
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   •       •       •   2004-02-23 4 AS $12.16 $3,058,381 I/I (248,900) 170,336,298 -
SCHW Charles Schwab Corp Chairman   •       •       •   2004-02-23 4 AS $12.28 $13,508 I/I (1,100) 170,335,198 -
SCHW Charles Schwab Corp Chairman   •       •       •   2004-02-24 4 AS $11.96 $3,016,581 I/I (250,000) 170,085,198 -
SCHW Charles Schwab Corp Chairman   •       •       •   2004-03-01 4 AS $12.21 $3,083,882 I/I (250,000) 169,835,198 -
SCHW Charles Schwab Corp Chairman   •       •       •   2004-03-02 4 AS $12.19 $3,073,762 I/I (250,000) 169,585,198 -
SCHW Charles Schwab Corp Chairman   •       •       •   2004-03-08 4 AS $11.92 $3,014,679 I/I (250,000) 169,335,198 -
SCHW Charles Schwab Corp Chairman   •       •       •   2004-03-09 4 AS $11.92 $64,368 I/I (5,400) 169,085,198 -
SCHW Charles Schwab Corp Chairman   •       •       •   2004-03-09 4 AS $11.41 $2,830,837 I/I (244,600) 169,090,598 -
SCHW Charles Schwab Corp Chairman   •       •       •   2004-03-15 4 AS $10.92 $2,779,283 I/I (250,000) 168,835,198 -
SCHW Charles Schwab Corp Chairman   •       •       •   2004-03-16 4 AS $10.96 $2,768,267 I/I (250,000) 168,585,198 -
  25  Records found
  1     
  Page 1 of 1  
 
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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