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Charles Schwab Corp (SCHW)  
$92.09 1.06 (1.16%) as of 4:30 Wed 9/17


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Exchange: Nasdaq National Market
Security Type: Common
Shares Out: 1,797,212,000
Market Cap: 165.51(B)
Last Volume: 14,495,307 Avg Vol: 9,795,674
52 Week Range: $62.12 - $98.69
Level I Sector: Financials
Level II Sector: Financial Services
Level III Sector: Investment Brokerage - National

Member Indexes:
    S&P COMPOSITE 1500     NASDAQ COMPOSITE
    NASDAQ FINANCIAL 100     NASDAQ OTHER FINANCE
    S&P 500     NASDAQ NNM COMPOSITE

Rankings:
     
Insider 3 Months    :   -
Insider 6 Months    :   -
Insider 3/6 Months :   -
Guru Rank Number :  95
Guru Rank Value     : 10.5
Guru Occurances    : 3

 

            6 Months   1 Year   2 Year  
 
Company Profile   Charles Schwab is a savings and loan holding company. Co. is engaged, through its subsidiaries, in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. Co.'s segments include: Investor Services, which provides retail brokerage and banking services to individual investors and retirement plan services, as well as other corporate brokerage services, to businesses and their employees; and Advisor Services, which provides custodial, trading, banking and support services, as well as retirement business services to independent registered investment advisors and recordkeepers.

 
 
Summary  (Direct Transactions Only) 3 Months 6 Months 12 Months 24 Months
Total Shares Bought 0 0 0 35,000
Total Buy Value $0 $0 $0 $2,276,954
Total People Bought 0 0 0 2
Total Buy Transactions 0 0 0 2
Total Shares Sold 802,129 1,506,504 2,927,906 4,185,997
Total Sell Value $77,915,629 $138,505,061 $252,693,817 $341,902,528
Total People Sold 8 12 14 20
Total Sell Transactions 17 44 72 124
End Date 2025-06-19 2025-03-18 2024-09-17 2023-09-18

   
Records found: 1402
  Page 1 of 57  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Schwab-Pomerantz Carolyn Director   –       •      –    2025-09-04 4 AS $96.64 $2,319,300 I/I (24,000) 450,514 -4%     
   Woolway Paul V MD, Chief Banking Officer   •       –      –    2025-09-02 4 AS $95.20 $305,127 I/I (3,205) 37,983 -3%     
   Beatty Jonathan S MD, Head of Advisor Services   •       –      –    2025-08-28 4 AS $96.81 $594,809 I/I (6,144) 11,923 -4%     
   Beatty Jonathan S MD, Head of Advisor Services   •       –      –    2025-08-28 4 OE $46.39 $285,020 D/D 6,144 43,340     -
   Beatty Jonathan S MD, Head of Advisor Services   •       –      –    2025-08-27 4 AS $97.18 $320,305 I/I (3,296) 11,923 -3%     
   Morgan Peter J. Iii General Counsel   •       –      –    2025-08-27 4 S $97.00 $4,851,572 D/D (50,016) 0 6%     
   Morgan Peter J. Iii General Counsel   •       –      –    2025-08-27 4 OE $46.39 $3,167,010 D/D 50,016 50,016     -
   Schwab Charles R Co-Chairman   •       •      –    2025-08-27 4 S $97.04 $13,246,506 I/I (136,500) 56,331,449 6%     
   Schwab Charles R Co-Chairman   •       •      –    2025-08-26 4 S $96.67 $13,194,909 I/I (136,500) 56,467,949 6%     
   Schwab-Pomerantz Carolyn Director   –       •      –    2025-08-25 4 S $96.06 $1,300,803 I/I (13,542) 1,463,657 5%     
   Schwab Charles R Co-Chairman   •       •      –    2025-08-08 4 S $96.60 $12,888,080 I/I (133,153) 56,604,449 6%     
   Schwab Charles R Co-Chairman   •       •      –    2025-08-07 4 S $96.02 $2,181,611 I/I (22,721) 56,737,602 5%     
   Schwab-Pomerantz Carolyn Director   –       •      –    2025-08-07 4 AS $96.68 $2,320,657 I/I (24,000) 460,114 -3%     
   Woolway Paul V MD, Chief Banking Officer   •       –      –    2025-08-01 4 AS $96.06 $316,043 I/I (3,290) 41,188 -2%     
   Dea Joan Director   –       •      –    2025-07-29 4 GD $0.00 $0 D/D 513 27,673     -
   Bettinger Walter W Co-Chairman   •       •      –    2025-07-29 4 S $98.84 $17,186,391 I/I (173,876) 590,734 7%     
   Murtagh Nigel J Chief Risk Officer   •       –      –    2025-07-29 4 S $97.91 $2,359,290 D/D (24,096) 58,999 7%     
   Murtagh Nigel J Chief Risk Officer   •       –      –    2025-07-29 4 OE $41.98 $1,011,550 D/D 24,096 83,095     -
   Wurster Richard A President & CEO   •       •      –    2025-07-29 4 S $99.16 $2,032,852 D/D (20,500) 157,189 7%     
   Schwab-Pomerantz Carolyn Director   –       •      –    2025-07-03 4 AS $91.59 $2,198,154 I/I (24,000) 469,714 2%     
   Woolway Paul V MD, Chief Banking Officer   •       –      –    2025-07-01 4 AS $90.95 $299,220 I/I (3,290) 35,864 3%     
   Beatty Jonathan S MD, Head of Advisor Services   •       –      –    2025-07-01 4 D $90.74 $93,913 D/D (1,035) 43,340     -
   Ellis Stephen A Director   –       •      –    2025-06-24 4 OE $33.12 $61,371 D/D 1,853 6,660     -
   Murtagh Nigel J Chief Risk Officer   •       –      –    2025-06-18 4 AS $90.01 $1,878,666 D/D (20,872) 58,999 4%     
   Murtagh Nigel J Chief Risk Officer   •       –      –    2025-06-18 4 OE $42.99 $897,287 D/D 20,872 79,871     -
  1402 Records found
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  Page 1 of 57
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
  OE - Options Exercised A - Acquired
  IO - Initital Ownership D - Disposed
 
 
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