Charles R. Schwab
CIK 923738 · Co-Chairman · last filed 2026-05-26
Charles R. Schwab is a Co-Chairman who has filed 472 SEC Form 4 insider transactions across 3 companies since 2007. The most recent filing, for SCHW, was dated Jul 24, 2026. Across all open-market trades the lifetime net is −$2.72B, making them a net seller over the disclosed history. Current disclosed insider exposure totals $1.13B across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$1.13B
3
472
-$2.72B
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SCHW | Co-Chairman | 10,624,797 | $105.97 | $1.13B | -$2.73B | 403 | 2026-05-26 |
| LOCL | 10%+ Owner | 10,758 | $1.02 | $11.0K | $3.40M | 4 | 2026-03-17 |
| Local Bounti Corporation/DE (LOCL.WS) Delisted | 10%+ Owner | 11,157,694 | $0.01 | $73.6K | $7.64M | 4 | 2022-10-25 |
Recent Filings
472 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-07-24 | SCHW | Notice (144) | −45,500 | -$4.55M | EDGAR |
| 2026-05-26 | SCHW | Gift (G) | −210,000 | $0 | EDGAR |
| 2026-05-20 | SCHW | Sell (S) | −27,500 | -$2.54M | EDGAR |
| 2026-05-19 | SCHW | Notice (144) | −27,500 | -$2.53M | EDGAR |
| 2026-05-18 | SCHW | Notice (144) | −27,500 | -$2.54M | EDGAR |
| 2026-05-18 | SCHW | Mixed | −32,800 | -$2.54M | EDGAR |
| 2026-05-06 | SCHW | Notice (144) | −109,300 | -$10.08M | EDGAR |
| 2026-05-06 | SCHW | Sell (S) | −218,600 | -$20.06M | EDGAR |
| 2026-05-04 | SCHW | Notice (144) | −109,300 | -$10.00M | EDGAR |
| 2026-05-01 | SCHW | Notice (144) | −55,000 | -$5.07M | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.