Charles R SchwabUS

Co-Chairman, SCHWAB CHARLES CORP (SCHW) (+1 more)

Net worth (est.)
$12.0B
#14 in the US
¥1.89T · US-listed shares
Dividends (a year)
$129.9M
Latest filing
2026-08-27
Form 3/4/5 transaction date

Holdings

CompanyHeld bySharesPriceValueDividends
SCHWAB CHARLES CORP
SCHW · Co-Chairman
Indirect 56,092,979 $99.49 $5.6B $60.6M
SCHWAB CHARLES CORP
SCHW · Co-Chairman
by Trust 53,549,441 $99.49 $5.3B $57.8M
SCHWAB CHARLES CORP
SCHW · Co-Chairman
by Limited Partnership 30,021,463 $99.49 $3.0B $32.4M
SCHWAB CHARLES CORP
SCHW · Co-Chairman
by Spouse as Trustee 10,624,797 $99.49 $1.1B $11.5M
Local Bounti Corporation/DE
LOCL
By LLC 12,000,000 $1.03 $12.4M —
SCHWAB CHARLES CORP
SCHW · Co-Chairman
by 188 Corp 44,025 $99.49 $4.4M $48K
Local Bounti Corporation/DE
LOCL
By Trust 271,354 $1.03 $279K —
Estimated from SEC Form 3/4/5 holdings and prices from SEC Fails-to-Deliver and Form 13F data. Options and RSUs excluded. Source: U.S. Securities and Exchange Commission (EDGAR). SEC filings