Charles R. Schwab

CIK 923738 · Co-Chairman · last filed 2026-08-28

"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.

Disclosed Exposure

$2.69B

Companies

Total Filings

491

Lifetime Open-Market Net

-$2.78B

Charts

Trading activity, where the exposure sits, and each trade against the stock price.

SCHW price and trades

Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.

Shares held

Shares owned after each reported transaction on this company (direct holdings as reported).

Open-market buying and selling

by month

Dollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.

Exposure by company

latest

OfficerDirector10% owner* stale (no filing in 3 yrs)

Most recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.

Filer Profile

Reported Address

3000 SCHWAB WAY
WESTLAKE, TX 76262

State of Incorporation

Formerly Known As

SCHWAB CHARLES R (1994–2021)

Related Filers

YAHOO INC — 10 joint filings, latest 2016-01-05

Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

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
SCHW	Co-Chairman	30,021,463	$89.56	$2.69B	-$2.79B	412	2026-08-28
LOCL	10%+ Owner	10,758	$0.92	$9.9K	$3.40M	5	2026-08-10
Local Bounti Corporation/DE (LOCL.WS) Delisted	10%+ Owner	11,157,694	$0.01	$73.6K	$7.64M	4	2022-10-25

Recent Filings · Page 3 of 50

491 filings

Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.

Filed	Symbol	Action	Net Shares	Net $	Link
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
2026-05-01	SCHW	Sell (S)	−168,743	-$15.41M	EDGAR

Showing 21–30 of 491

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Form 4 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.
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.