| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | Co-Chairman, Director | Common Stock | 60.6M | $4.3B | $70.90 | Oct 21, 2024 | by Trust |
| SCHWAB CHARLES CORP | Co-Chairman, Director | Common Stock | 30.6M | $2.17B | $70.90 | Oct 21, 2024 | by Limited Partnership |
| SCHWAB CHARLES CORP | Co-Chairman, Director | Common Stock | 7.37M | $523M | $70.90 | Oct 21, 2024 | by Spouse as Trustee |
| Local Bounti Corporation/DE | 10%+ Owner | Common Stock | 3.53M | $7.58M | $2.15 | Nov 22, 2022 | By Trust |
| SCHWAB CHARLES CORP | Co-Chairman, Director | Common Stock | 44K | $3.12M | $70.90 | Oct 21, 2024 | by 188 Corp |
| Local Bounti Corporation/DE | 10%+ Owner | Common Stock | 140K | $301K | $2.15 | Nov 22, 2022 | By LLC |
| SCHWAB CHARLES CORP | Co-Chairman, Director | Nonqualified Stock Option (right to buy) | 0 | Oct 16, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | Oct 21, 2024 | 1 | -$1.22M | 4 | Oct 22, 2024 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Oct 16, 2024 | 3 | -$2.75M | 4 | Oct 17, 2024 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Jul 31, 2024 | 3 | -$2.54M | 4 | Aug 2, 2024 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | May 20, 2024 | 1 | $0 | 4 | May 22, 2024 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | May 14, 2024 | 2 | -$9.56M | 4 | May 16, 2024 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | May 8, 2024 | 2 | $0 | 4 | May 10, 2024 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | May 3, 2024 | 2 | -$10M | 4 | May 8, 2024 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Apr 26, 2024 | 2 | -$8.97M | 4 | Apr 30, 2024 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Apr 22, 2024 | 2 | -$6.66M | 4 | Apr 24, 2024 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Mar 1, 2024 | 3 | -$2.21M | 4 | Mar 5, 2024 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Feb 22, 2024 | 2 | -$7.57M | 4 | Feb 26, 2024 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Feb 15, 2024 | 3 | -$2.79M | 4 | Feb 20, 2024 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Feb 8, 2024 | 1 | $0 | 4 | Feb 12, 2024 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Jan 24, 2024 | 1 | -$1.05M | 4 | Jan 26, 2024 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Nov 2, 2023 | 1 | $0 | 4 | Nov 6, 2023 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Oct 30, 2023 | 1 | $0 | 4 | Nov 1, 2023 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Aug 9, 2023 | 1 | $0 | 4 | Aug 11, 2023 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Aug 2, 2023 | 1 | $0 | 4 | Aug 3, 2023 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Jul 24, 2023 | 4 | -$8.18M | 4 | Jul 26, 2023 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | May 22, 2023 | 4 | -$2.26M | 4 | May 24, 2023 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Mar 2, 2023 | 2 | -$3.51M | 4 | Mar 6, 2023 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Mar 1, 2023 | 1 | $0 | 4 | Mar 3, 2023 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Feb 24, 2023 | 1 | $0 | 4 | Feb 28, 2023 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Feb 13, 2023 | 3 | -$10M | 4 | Feb 15, 2023 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Feb 7, 2023 | 3 | -$10.2M | 4 | Feb 9, 2023 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Feb 3, 2023 | 3 | -$25.4M | 4 | Feb 7, 2023 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Feb 1, 2023 | 3 | -$7.44M | 4 | Feb 2, 2023 | Co-Chairman, Director |
| LOCL | Local Bounti Corporation/DE | Dec 31, 2022 | 2 | $0 | 5 | Feb 9, 2023 | 10%+ Owner |
| SCHW | SCHWAB CHARLES CORP | Dec 27, 2022 | 1 | $0 | 4 | Dec 29, 2022 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Nov 22, 2022 | 1 | $0 | 4 | Nov 23, 2022 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Nov 21, 2022 | 1 | $0 | 4 | Nov 22, 2022 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Nov 18, 2022 | 2 | -$10.5M | 4 | Nov 21, 2022 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Nov 16, 2022 | 1 | $0 | 4 | Nov 17, 2022 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Nov 11, 2022 | 2 | -$10.3M | 4 | Nov 15, 2022 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Nov 3, 2022 | 4 | -$10.7M | 4 | Nov 7, 2022 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Oct 31, 2022 | 4 | -$10.9M | 4 | Nov 2, 2022 | Co-Chairman, Director |
| LOCL | Local Bounti Corporation/DE | Oct 21, 2022 | 2 | $7.5M | 4 | Oct 25, 2022 | 10%+ Owner |
| SCHW | SCHWAB CHARLES CORP | Aug 23, 2022 | 1 | $0 | 4 | Aug 24, 2022 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Jul 28, 2022 | 2 | -$19.2M | 4 | Aug 1, 2022 | Co-Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Jul 21, 2022 | 2 | -$7.5M | 4 | Jul 22, 2022 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Jul 20, 2022 | 3 | -$7.52M | 4 | Jul 20, 2022 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | May 27, 2022 | 1 | $0 | 4 | Jun 1, 2022 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | May 26, 2022 | 3 | -$10.2M | 4 | May 27, 2022 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Apr 26, 2022 | 1 | $0 | 4 | Apr 26, 2022 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Mar 1, 2022 | 2 | $2.51M | 4 | Mar 3, 2022 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Feb 24, 2022 | 1 | $0 | 4 | Feb 25, 2022 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Feb 23, 2022 | 2 | $0 | 4 | Feb 24, 2022 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Feb 22, 2022 | 3 | -$13.5M | 4 | Feb 22, 2022 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Feb 17, 2022 | 1 | -$5.04M | 4 | Feb 17, 2022 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Feb 11, 2022 | 2 | $0 | 4 | Feb 15, 2022 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Feb 10, 2022 | 2 | -$2.95M | 4 | Feb 11, 2022 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Feb 7, 2022 | 1 | -$11M | 4 | Feb 8, 2022 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Feb 3, 2022 | 1 | -$10.8M | 4 | Feb 3, 2022 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Feb 1, 2022 | 3 | -$10.8M | 4 | Feb 2, 2022 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Jan 10, 2022 | 1 | -$5.4M | 4 | Jan 11, 2022 | Chairman, Director |
| LOCL | Local Bounti Corporation/DE | Jan 4, 2022 | 2 | $137K | 4 | Jan 5, 2022 | 10%+ Owner |
| SCHW | SCHWAB CHARLES CORP | Jan 3, 2022 | 1 | -$5.09M | 4 | Jan 4, 2022 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Dec 27, 2021 | 1 | -$5.13M | 4 | Dec 28, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Dec 20, 2021 | 1 | $0 | 4 | Dec 22, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Dec 20, 2021 | 2 | -$4.84M | 4 | Dec 20, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Dec 16, 2021 | 1 | $0 | 4 | Dec 17, 2021 | Chairman, Director |
| LOCL | Local Bounti Corporation/DE | Dec 2, 2021 | 1 | $6.41K | 4 | Dec 6, 2021 | 10%+ Owner |
| SCHW | SCHWAB CHARLES CORP | Nov 23, 2021 | 2 | -$4.04M | 4 | Nov 23, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Nov 22, 2021 | 2 | -$4.05M | 4 | Nov 22, 2021 | Chairman, Director |
| LOCL | Local Bounti Corporation/DE | Nov 19, 2021 | 3 | $0 | 4 | Nov 23, 2021 | 10%+ Owner |
| LOCL | Local Bounti Corporation/DE | Nov 19, 2021 | 0 | $0 | 3 | Nov 23, 2021 | 10%+ Owner |
| SCHW | SCHWAB CHARLES CORP | Nov 18, 2021 | 3 | -$4.02M | 4 | Nov 19, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Nov 15, 2021 | 4 | -$8.04M | 4 | Nov 17, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Nov 8, 2021 | 2 | -$3.63M | 4 | Nov 8, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Nov 8, 2021 | 1 | -$161K | 4 | Nov 8, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Nov 5, 2021 | 1 | -$4.84M | 4 | Nov 5, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Nov 3, 2021 | 1 | -$5.06M | 4 | Nov 3, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Nov 1, 2021 | 1 | -$5.01M | 4 | Nov 2, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Oct 29, 2021 | 3 | -$10.3M | 4 | Oct 29, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Oct 28, 2021 | 3 | -$10.8M | 4 | Oct 28, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Oct 27, 2021 | 3 | -$54.2K | 4 | Oct 27, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Oct 26, 2021 | 2 | -$8.06M | 4 | Oct 27, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Oct 25, 2021 | 1 | -$1.97M | 4 | Oct 25, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Oct 22, 2021 | 1 | -$9.91M | 4 | Oct 25, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Oct 20, 2021 | 1 | $0 | 4 | Oct 21, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Oct 20, 2021 | 2 | -$15M | 4 | Oct 20, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Oct 19, 2021 | 1 | $0 | 4 | Oct 19, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Oct 18, 2021 | 2 | -$1.04M | 4 | Oct 19, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Oct 11, 2021 | 1 | -$2.2M | 4 | Oct 12, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Oct 7, 2021 | 1 | $0 | 4 | Oct 7, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Oct 4, 2021 | 1 | -$2.09M | 4 | Oct 4, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Sep 27, 2021 | 1 | -$2.16M | 4 | Sep 27, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Sep 23, 2021 | 1 | -$1.01M | 4 | Sep 23, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Sep 22, 2021 | 1 | -$980K | 4 | Sep 22, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Sep 16, 2021 | 1 | $0 | 4 | Sep 16, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Sep 14, 2021 | 1 | -$454K | 4 | Sep 14, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Sep 13, 2021 | 1 | -$1.56M | 4 | Sep 13, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Sep 9, 2021 | 1 | $0 | 4 | Sep 10, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Sep 7, 2021 | 1 | -$2.01M | 4 | Sep 7, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Sep 2, 2021 | 1 | $0 | 4 | Sep 2, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Aug 30, 2021 | 1 | $0 | 4 | Aug 30, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Aug 30, 2021 | 1 | -$2.1M | 4 | Aug 30, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Aug 25, 2021 | 1 | -$5.21M | 4 | Aug 25, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Aug 23, 2021 | 1 | -$2.02M | 4 | Aug 23, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Aug 16, 2021 | 1 | -$2.03M | 4 | Aug 16, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Aug 13, 2021 | 1 | -$5.19M | 4 | Aug 16, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Aug 6, 2021 | 2 | -$7.81M | 4 | Aug 9, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Jul 21, 2021 | 2 | -$182K | 4 | Jul 21, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Jul 12, 2021 | 3 | -$2.82M | 4 | Jul 13, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Jul 6, 2021 | 1 | -$1.18M | 4 | Jul 6, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Jun 28, 2021 | 1 | -$2.04M | 4 | Jun 28, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Jun 21, 2021 | 1 | -$2M | 4 | Jun 21, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Jun 14, 2021 | 1 | -$2.05M | 4 | Jun 14, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Jun 7, 2021 | 1 | -$2.11M | 4 | Jun 7, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | Jun 1, 2021 | 1 | -$2.09M | 4 | Jun 3, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | May 17, 2021 | 2 | -$5.09M | 4 | May 18, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | May 14, 2021 | 1 | -$3.2M | 4 | May 14, 2021 | Chairman, Director |
| SCHW | SCHWAB CHARLES CORP | May 10, 2021 | 1 | -$1.84M | 4 | May 11, 2021 | Chairman, Director |