| |
| |
|
| Insider
Information: |
Schwab Charles R |
| Relationship: |
10% Owner |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
7,831 |
|
|
Indirect Shares
|
50,164,984 |
|
|
| Direct
Value |
$153,723 |
|
|
|
Indirect Value
|
$2,895,110,668 |
|
|
| Total
Shares |
50,172,815 |
|
|
| Total
Value |
$2,895,264,390 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
3
|
73
|
|
Stock
price went up :
|
0
|
29
|
| Stock
price went down : |
3
|
44
|
| |
|
|
|
Gain/Loss Ratio : |
-3.0
|
-3.0
|
| Percentage
Gain/Loss : |
 -66.7%
|
-2.3%
|
| |
|
|
|
|
|
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 |
2024-04-22 |
38,058,848 |
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
Co-Chairman |
• • – |
2024-04-22 |
4 |
GD |
$0.00 |
$0 |
I/I |
26,900 |
61,158,512 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-04-22 |
4 |
S |
$74.62 |
$6,661,308 |
I/I |
(89,275) |
30,641,981 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-03-01 |
4 |
D |
$66.36 |
$2,211,785 |
D/D |
(33,332) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
84,706 |
84,706 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-02-23 |
4 |
S |
$64.72 |
$3,786,196 |
I/I |
(58,500) |
61,134,038 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-02-22 |
4 |
S |
$64.60 |
$3,779,211 |
I/I |
(58,500) |
61,192,538 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-02-15 |
4 |
OE |
$25.86 |
$1,841,904 |
D/D |
71,226 |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-02-15 |
4 |
S |
$64.99 |
$4,628,999 |
I/I |
(71,226) |
61,251,038 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-02-08 |
4 |
GD |
$0.00 |
$0 |
I/I |
80,650 |
61,251,038 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-01-24 |
4 |
S |
$63.94 |
$1,047,932 |
I/I |
(16,390) |
61,331,688 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-11-02 |
4 |
GD |
$0.00 |
$0 |
I/I |
92,300 |
61,515,993 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-10-30 |
4 |
GD |
$0.00 |
$0 |
I/I |
59,455 |
61,608,293 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-08-09 |
4 |
GD |
$0.00 |
$0 |
I/I |
107,695 |
59,488,748 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-08-02 |
4 |
GD |
$0.00 |
$0 |
I/I |
76,335 |
59,596,443 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-07-26 |
4 |
S |
$66.60 |
$5,045,821 |
I/I |
(75,760) |
59,672,778 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-07-24 |
4 |
OE |
$23.12 |
$1,665,727 |
D/D |
72,047 |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-07-24 |
4 |
S |
$66.66 |
$4,802,984 |
I/I |
(72,047) |
59,748,538 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-05-23 |
4 |
GD |
$0.00 |
$0 |
I/I |
22,740 |
59,748,538 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-05-22 |
4 |
S |
$51.76 |
$4,018,584 |
I/I |
(77,640) |
59,771,278 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-05-22 |
4 |
OE |
$22.67 |
$1,760,099 |
D/D |
77,640 |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-03-02 |
4 |
D |
$76.46 |
$3,507,411 |
D/D |
(45,871) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
111,730 |
111,730 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-02-24 |
4 |
GD |
$0.00 |
$0 |
I/I |
37,975 |
59,873,334 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-02-14 |
4 |
S |
$80.65 |
$2,320,756 |
I/I |
(28,775) |
59,911,309 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-02-13 |
4 |
S |
$81.04 |
$7,700,804 |
I/I |
(95,030) |
60,002,584 |
0 |
% |
|
25 Records found
|
1
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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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|
