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Charles Schwab Corp (SCHW)  
$101.93 1.64 (1.58%) as of 4:30 Wed 1/7


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Exchange: Nasdaq National Market
Security Type: Common
Shares Out: 1,797,212,000
Market Cap: 183.19(B)
Last Volume: 7,352,283 Avg Vol: 9,747,054
52 Week Range: $69.06 - $101.89
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 149,410 951,454 2,914,330 4,325,418
Total Sell Value $14,143,830 $92,082,389 $255,268,252 $356,403,442
Total People Sold 3 9 13 20
Total Sell Transactions 5 22 67 125
End Date 2025-10-09 2025-07-08 2025-01-07 2024-01-08

   
Records found: 1394
  Page 1 of 56  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Beatty Jonathan S MD, Head of Advisor Services   •       –      –    2025-12-23 4 AS $102.01 $204,022 I/I (2,000) 11,923 0%     
   Beatty Jonathan S MD, Head of Advisor Services   •       –      –    2025-12-23 4 OE $46.39 $92,780 D/D 2,000 43,340     -
   Ellis Stephen A Director   –       •      –    2025-12-16 4 OE $31.98 $61,466 D/D 1,922 6,660     -
   Ruffel Charles A. Director   –       •      –    2025-11-19 4 GD $0.00 $0 D/D 8,372 9,779     -
   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     -
   Beatty Jonathan S MD, Head of Advisor Services   •       –      –    2025-11-12 4 AS $98.00 $301,056 I/I (3,072) 11,923 4%     
   Beatty Jonathan S MD, Head of Advisor Services   •       –      –    2025-11-12 4 OE $46.39 $142,510 D/D 3,072 43,340     -
   Schwab Charles R Co-Chairman   •       •      –    2025-11-12 4 GD $0.00 $0 I/I 52,500 56,119,454     -
   Schwab-Pomerantz Carolyn Director   –       •      –    2025-11-10 4 GD $0.00 $0 I/I 298 1,434,559     -
   Bettinger Walter W Co-Chairman   •       •      –    2025-11-10 4 GD $0.00 $0 I/I 61,388 529,346     -
   Woolway Paul V MD, Chief Banking Officer   •       –      –    2025-11-10 4 GA $0.00 $0 I/I 796 1,537     -
   Woolway Paul V MD, Chief Banking Officer   •       –      –    2025-11-10 4 GD $0.00 $0 I/I 1,089 29,866     -
   Craig Jonathan M. MD, Head of Investor Services   •       –      –    2025-11-07 4 S $95.35 $3,355,028 I/I (35,188) 0 -9%     
   Craig Jonathan M. MD, Head of Investor Services   •       –      –    2025-11-07 4 OE $41.98 $1,477,192 D/D 35,188 0     -
   Schwab Charles R Co-Chairman   •       •      –    2025-10-29 4 S $94.52 $4,229,815 I/I (44,750) 56,171,954 -9%     
   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 -10%     
   Schwab Charles R Co-Chairman   •       •      –    2025-10-24 4 GD $0.00 $0 I/I 31,750 56,281,104     -
   Schwab Charles R Co-Chairman   •       •      –    2025-10-23 4 GD $0.00 $0 I/I 18,595 56,312,854     -
   Schwab-Pomerantz Carolyn Director   –       •      –    2025-10-02 4 AS $92.55 $2,221,193 I/I (24,000) 440,914 10%     
   Woolway Paul V MD, Chief Banking Officer   •       –      –    2025-10-01 4 AS $93.04 $299,111 I/I (3,205) 34,778 10%     
   Ellis Stephen A Director   –       •      –    2025-09-23 4 OE $28.55 $60,098 D/D 2,105 6,660     -
   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 6%     
  1394 Records found
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  Page 1 of 56
  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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