Charles R. Schwab - Net Worth and Insider Trading
Charles R. Schwab Net Worth
The estimated net worth of Charles R. Schwab is at least $8.2 Billion dollars as of 2024-11-29. Charles R. Schwab is the Co-Chairman of Charles Schwab Corp and owns about 98,660,994 shares of Charles Schwab Corp (SCHW) stock worth over $8.1 Billion. Charles R. Schwab is also the 10% Owner of Local Bounti Corp and owns about 906,502 shares of Local Bounti Corp (LOCL) stock worth over $2 Million. Details can be seen in Charles R. Schwab's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Charles R. Schwab has not made any transactions after 2024-10-21 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Charles R. Schwab
Charles R. Schwab Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Charles R. Schwab owns 5 companies in total, including Charles Schwab Corp (SCHW) , Altaba Inc (AABA) , and Gap Inc (GAP) among others .
Click here to see the complete history of Charles R. Schwab’s form 4 insider trades.
Insider Ownership Summary of Charles R. Schwab
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SCHW | Charles Schwab Corp | 2024-10-21 | director & Co-Chairman |
| AABA | Altaba Inc | 2015-12-31 | director |
| GAP | Gap Inc | 2003-08-01 | director |
 | | 2022-10-21 | 10 percent owner |
| | 2021-11-19 | 10 percent owner |
Charles R. Schwab Latest Holdings Summary
Charles R. Schwab currently owns a total of 2 stocks. Among these stocks, Charles R. Schwab owns 98,660,994 shares of Charles Schwab Corp (SCHW) as of October 21, 2024, with a value of $8.1 Billion and a weighting of 99.98%. Charles R. Schwab also owns 906,502 shares of Local Bounti Corp (LOCL) as of October 21, 2022, with a value of $2 Million and a weighting of 0.02%.
Latest Holdings of Charles R. Schwab
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SCHW | Charles Schwab Corp | 2024-10-21 | 98,660,994 | 82.60 | 8,149,398,104 |
| LOCL | Local Bounti Corp | 2022-10-21 | 906,502 | 1.74 | 1,572,781 |
Holding Weightings of Charles R. Schwab
Charles R. Schwab Form 4 Trading Tracker
According to the SEC Form 4 filings, Charles R. Schwab has made a total of 102 transactions in Charles Schwab Corp (SCHW) over the past 5 years, including 0 buys and 102 sells. The most-recent trade in Charles Schwab Corp is the sale of 17,225 shares on October 21, 2024, which brought Charles R. Schwab around $1 Million.
According to the SEC Form 4 filings, Charles R. Schwab has made a total of 2 transactions in Local Bounti Corp (LOCL) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Local Bounti Corp is the acquisition of 230,769 shares on October 21, 2022, which cost Charles R. Schwab around $8 Million.
Insider Trading History of Charles R. Schwab
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Charles R. Schwab Trading Performance
GuruFocus tracks the stock performance after each of Charles R. Schwab's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Charles R. Schwab is -39.32%. GuruFocus also compares Charles R. Schwab's trading performance to market benchmark return within the same time period. The performance of stocks bought by Charles R. Schwab within 3 months outperforms 0 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Charles R. Schwab's insider trading performs compared to the benchmark.
Performance of Charles R. Schwab
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -11.31 | | | | | |
| Relative Return to S&P 500(%) | -16 | | | | | |
Charles R. Schwab Ownership Network
Charles R. Schwab Owned Company Details
What does Charles Schwab Corp do?
Who are the key executives at Charles Schwab Corp?
Charles R. Schwab is the director & Co-Chairman of Charles Schwab Corp. Other key executives at Charles Schwab Corp include MD & EVP - Corporate Risk Nigel J Murtagh , EVP and CFO Christopher V Dodds , and President Richard A Wurster .
Charles Schwab Corp (SCHW) Insider Trades Summary
Over the past 18 months, Charles R. Schwab made 11 insider transaction in Charles Schwab Corp (SCHW) with a net sale of 963,905. Other recent insider transactions involving Charles Schwab Corp (SCHW) include a net sale of 195,351 shares made by Carolyn Schwab-pomerantz , a net sale of 45,483 shares made by Peter B. Crawford , and a net sale of 65,678 shares made by Nigel J Murtagh .
In summary, during the past 3 months, insiders sold 159,891 shares of Charles Schwab Corp (SCHW) in total and bought 0 shares, with a net sale of 159,891 shares. During the past 18 months, 1,586,902 shares of Charles Schwab Corp (SCHW) were sold and 35,833 shares were bought by its insiders, resulting in a net sale of 1,551,069 shares.
Charles Schwab Corp (SCHW)'s detailed insider trading history can be found in Insider Trading Tracker table.
Charles Schwab Corp Insider Transactions
Charles R. Schwab Mailing Address
Above is the net worth, insider trading, and ownership report for Charles R. Schwab. You might contact Charles R. Schwab via mailing address: Po Box 2226, Palm Beach Fl 33480.
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