| |
| |
|
| Insider
Information: |
Schwab Charles R |
| Relationship: |
10% Owner |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
7,831 |
|
|
Indirect Shares
|
110,848,455 |
|
|
| Direct
Value |
$153,723 |
|
|
|
Indirect Value
|
$7,820,586,773 |
|
|
| Total
Shares |
110,856,286 |
|
|
| Total
Value |
$7,820,740,495 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
3
|
79
|
|
Stock
price went up :
|
0
|
34
|
| Stock
price went down : |
3
|
45
|
| |
|
|
|
Gain/Loss Ratio : |
-3.0
|
-3.0
|
| Percentage
Gain/Loss : |
 -66.7%
|
 35.0%
|
| |
|
|
|
|
|
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 |
2024-05-15 |
98,742,319 |
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 |
• • – |
2024-05-15 |
4 |
S |
$78.08 |
$4,533,709 |
I/I |
(58,065) |
60,683,471 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-05-14 |
4 |
S |
$76.89 |
$5,025,700 |
I/I |
(65,360) |
60,741,536 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-05-09 |
4 |
GD |
$0.00 |
$0 |
I/I |
34,000 |
60,806,896 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-05-08 |
4 |
GD |
$0.00 |
$0 |
I/I |
65,790 |
60,840,896 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-05-06 |
4 |
S |
$76.40 |
$5,026,474 |
I/I |
(65,790) |
60,906,686 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-05-03 |
4 |
S |
$75.51 |
$5,000,425 |
I/I |
(66,225) |
60,972,476 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-04-29 |
4 |
S |
$74.78 |
$4,480,010 |
I/I |
(59,906) |
61,038,701 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-04-26 |
4 |
S |
$74.96 |
$4,490,419 |
I/I |
(59,905) |
61,098,607 |
0 |
% |
|
| 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 |
S |
$64.99 |
$4,628,999 |
I/I |
(71,226) |
61,251,038 |
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 |
• • – |
2024-02-08 |
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 |
% |
|
25 Records found
|
1
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Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
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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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|
