Schwab Charles R.
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.
Loading insider history…
Disclosed Exposure
$11.91B
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 | $17.36 | $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 · Page 2 of 42
419 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-02-02 | SCHWpJ | Sell (S) | −145,650 | -$15.03M | EDGAR |
| 2026-01-28 | SCHWpJ | Mixed | −26,475 | -$16.53M | EDGAR |
| 2025-11-14 | SCHWpJ | Gift (G) | −52,500 | $0 | EDGAR |
| 2025-10-30 | SCHWpJ | Sell (S) | −109,150 | -$10.28M | EDGAR |
| 2025-10-24 | SCHWpJ | Gift (G) | −50,345 | $0 | EDGAR |
| 2025-08-28 | SCHWpJ | Sell (S) | −273,000 | -$26.44M | EDGAR |
| 2025-08-11 | SCHWpJ | Sell (S) | −155,874 | -$15.07M | EDGAR |
| 2025-08-05 | LOCL | Buy (P) | — | $0 | EDGAR |
| 2025-06-13 | LOCL | Conv (C) | +10,299,277 | $0 | EDGAR |
| 2025-05-27 | SCHWpJ | Sell (S) | −34,585 | -$3.03M | 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.