Charles R. Schwab
CIK 923738 · Co-Chairman · last filed 2026-05-26
"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.
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Disclosed Exposure
$12.21B
Companies
7
Total Filings
419
Lifetime Open-Market Net
-$2.72B
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SCHWpJ | Co-Chairman | 10,624,797 | $17.43 | $185.14M | -$770.19M | 142 | 2026-05-26 |
| LOCL | 10%+ Owner | 10,758 | $1.35 | $14.5K | $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 |
| SCHWpD | Chairman | 420,425 | $24.31 | $10.22M | -$749.75M | 126 | 2021-03-03 |
| SCHWAB CHARLES CORP (SCHWpC) Delisted | Chairman | 34,637,941 | $25.01 | $866.29M | -$18.91M | 10 | 2016-03-04 |
| SCHWAB CHARLES CORP (SCHWpB) Delisted | Chairman | 112,240,390 | — | — | -$511.13M | 53 | 2015-07-31 |
| SCHW | Chairman | 131,931,750 | $91.10 | $12.02B | -$683.06M | 72 | 2012-06-01 |
Recent Filings · Page 19 of 42
419 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2020-05-29 | SCHWpD | Gift (G) | −97,906 | $0 | EDGAR |
| 2020-04-15 | SCHWpD | Gift (G) | −231,085 | $0 | EDGAR |
| 2020-04-02 | SCHWpD | Gift (G) | −10,185 | $0 | EDGAR |
| 2020-03-04 | SCHWpD | Mixed | +19,767 | $806.7K | EDGAR |
| 2020-02-13 | SCHWpD | Gift (G) | −19,455 | $0 | EDGAR |
| 2020-02-11 | SCHWpD | Sell (S) | −8,500 | -$405.9K | EDGAR |
| 2020-02-03 | SCHWpD | Sell (S) | −220,000 | -$10.06M | EDGAR |
| 2020-01-31 | SCHWpD | Mixed | −322,850 | -$13.40M | EDGAR |
| 2020-01-17 | SCHWpD | Gift (G) | −102,300 | $0 | EDGAR |
| 2019-12-20 | SCHWpD | Gift (G) | −196,000 | $0 | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.