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| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
169.64(B) |
| Last
Volume: |
9,357,020 |
Avg
Vol: |
9,767,987 |
| 52
Week Range: |
$69.06 - $98.69 |
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| Level
I Sector: |
Financials |
| Level
II Sector: |
Financial Services |
| Level
III Sector: |
Investment Brokerage - National |
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Member Indexes:
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S&P COMPOSITE 1500 |
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NASDAQ COMPOSITE |
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NASDAQ FINANCIAL 100 |
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NASDAQ OTHER FINANCE |
| |
S&P 500 |
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NASDAQ NNM COMPOSITE |
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Rankings:
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| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
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| Guru Rank Number : 95 |
| Guru Rank Value : 10.5 |
| Guru Occurances : 3 |
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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.
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D/I:
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D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
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Forms:
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A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
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This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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Actions:
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| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
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Download:
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Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
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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 |
509,558 |
1,322,612 |
2,940,393 |
4,308,528 |
| Total Sell Value |
$48,937,359 |
$124,758,263 |
$256,599,876 |
$353,968,549 |
| Total People Sold |
5 |
11 |
14 |
20 |
| Total Sell Transactions |
12 |
33 |
70 |
125 |
| End Date |
2025-08-17 |
2025-05-16 |
2024-11-15 |
2023-11-16 |
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| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
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| 3m +/- |
|
|
Form |
Sneed Paula A |
Director |
|
2025-11-13 |
4 |
GD |
$0.00 |
$0 |
I/I |
8,680 |
96,974 |
|
- |
|
Murtagh Nigel J |
Chief Risk Officer |
|
2025-11-12 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,032 |
57,972 |
|
- |
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Beatty Jonathan S |
MD, Head of Advisor Services |
|
2025-11-12 |
4 |
AS |
$98.00 |
$301,056 |
I/I |
(3,072) |
11,923 |
|
-3% |
|
Beatty Jonathan S |
MD, Head of Advisor Services |
|
2025-11-12 |
4 |
OE |
$46.39 |
$142,510 |
D/D |
3,072 |
43,340 |
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- |
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Schwab Charles R |
Co-Chairman |
|
2025-11-12 |
4 |
GD |
$0.00 |
$0 |
I/I |
52,500 |
56,119,454 |
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- |
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Schwab-Pomerantz Carolyn |
Director |
|
2025-11-10 |
4 |
GD |
$0.00 |
$0 |
I/I |
298 |
1,434,559 |
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- |
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Bettinger Walter W |
Co-Chairman |
|
2025-11-10 |
4 |
GD |
$0.00 |
$0 |
I/I |
61,388 |
529,346 |
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- |
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Woolway Paul V |
MD, Chief Banking Officer |
|
2025-11-10 |
4 |
GA |
$0.00 |
$0 |
I/I |
796 |
1,537 |
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- |
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Woolway Paul V |
MD, Chief Banking Officer |
|
2025-11-10 |
4 |
GD |
$0.00 |
$0 |
I/I |
1,089 |
29,866 |
|
- |
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Craig Jonathan M. |
MD, Head of Investor Services |
|
2025-11-07 |
4 |
S |
$95.35 |
$3,355,028 |
I/I |
(35,188) |
0 |
|
- |
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Craig Jonathan M. |
MD, Head of Investor Services |
|
2025-11-07 |
4 |
OE |
$41.98 |
$1,477,192 |
D/D |
35,188 |
0 |
|
- |
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Schwab Charles R |
Co-Chairman |
|
2025-10-29 |
4 |
S |
$94.52 |
$4,229,815 |
I/I |
(44,750) |
56,171,954 |
|
-1% |
|
Woolway Paul V |
MD, Chief Banking Officer |
|
2025-10-29 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,823 |
30,955 |
|
- |
|
Schwab Charles R |
Co-Chairman |
|
2025-10-28 |
4 |
S |
$94.00 |
$6,053,909 |
I/I |
(64,400) |
56,216,704 |
|
-2% |
|
Schwab Charles R |
Co-Chairman |
|
2025-10-24 |
4 |
GD |
$0.00 |
$0 |
I/I |
31,750 |
56,281,104 |
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- |
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Schwab Charles R |
Co-Chairman |
|
2025-10-23 |
4 |
GD |
$0.00 |
$0 |
I/I |
18,595 |
56,312,854 |
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- |
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Schwab-Pomerantz Carolyn |
Director |
|
2025-10-02 |
4 |
AS |
$92.55 |
$2,221,193 |
I/I |
(24,000) |
440,914 |
|
2% |
|
Woolway Paul V |
MD, Chief Banking Officer |
|
2025-10-01 |
4 |
AS |
$93.04 |
$299,111 |
I/I |
(3,205) |
34,778 |
|
2% |
|
Ellis Stephen A |
Director |
|
2025-09-23 |
4 |
OE |
$28.55 |
$60,098 |
D/D |
2,105 |
6,660 |
|
- |
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Schwab-Pomerantz Carolyn |
Director |
|
2025-09-04 |
4 |
AS |
$96.64 |
$2,319,300 |
I/I |
(24,000) |
450,514 |
|
-3% |
|
Woolway Paul V |
MD, Chief Banking Officer |
|
2025-09-02 |
4 |
AS |
$95.20 |
$305,127 |
I/I |
(3,205) |
37,983 |
|
-2% |
|
Beatty Jonathan S |
MD, Head of Advisor Services |
|
2025-08-28 |
4 |
AS |
$96.81 |
$594,809 |
I/I |
(6,144) |
11,923 |
|
-3% |
|
Beatty Jonathan S |
MD, Head of Advisor Services |
|
2025-08-28 |
4 |
OE |
$46.39 |
$285,020 |
D/D |
6,144 |
43,340 |
|
- |
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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 |
|
2% |
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1398 Records found
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Page 1 of 56 |
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