Schwab Charles R.
CIK 923738 · Co-Chairman · last filed 2026-05-26
Schwab Charles R. is a Co-Chairman who has filed 419 SEC Form 4 insider transactions across 7 companies since 2007. The most recent filing, for SCHWpJ, was dated May 26, 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 $11.91B 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.
$11.91B
7
419
-$2.72B
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SCHWpJ | Co-Chairman | 10,624,797 | $17.36 | $184.50M | -$770.19M | 142 | 2026-05-26 |
| LOCL | 10%+ Owner | 10,758 | $1.33 | $14.3K | $3.40M | 4 | 2026-03-17 |
| LOCL.WS | 10%+ Owner | 11,157,694 | $0.01 | — | $7.64M | 4 | 2022-10-25 |
| SCHWpD | Chairman | 420,425 | $24.20 | $10.17M | -$749.75M | 126 | 2021-03-03 |
| SCHWpC | Chairman | 34,637,941 | $25.01 | — | -$18.91M | 10 | 2016-03-04 |
| SCHWpB | Chairman | 112,240,390 | — | — | -$511.13M | 53 | 2015-07-31 |
| SCHW | Chairman | 131,931,750 | $88.77 | $11.71B | -$683.06M | 72 | 2012-06-01 |
Recent Filings
419 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-05-26 | SCHWpJ | Gift (G) | −210,000 | $0 | EDGAR |
| 2026-05-20 | SCHWpJ | Sell (S) | −27,500 | -$2.54M | EDGAR |
| 2026-05-18 | SCHWpJ | Mixed | −32,800 | -$2.54M | EDGAR |
| 2026-05-06 | SCHWpJ | Sell (S) | −218,600 | -$20.06M | EDGAR |
| 2026-05-01 | SCHWpJ | Sell (S) | −168,743 | -$15.41M | EDGAR |
| 2026-04-27 | SCHWpJ | Sell (S) | −72,900 | -$6.58M | EDGAR |
| 2026-03-17 | LOCL | Buy (P) | — | $0 | EDGAR |
| 2026-03-03 | SCHWpJ | Mixed | +23,555 | -$1.46M | EDGAR |
| 2026-02-11 | SCHWpJ | Mixed | −218,613 | -$16.87M | EDGAR |
| 2026-02-05 | SCHWpJ | Sell (S) | −164,600 | -$17.08M | EDGAR |