| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
130.06(B) |
| Last
Volume: |
4,364,983 |
Avg
Vol: |
10,042,419 |
| 52
Week Range: |
$49.33 - $78.9 |
|
| 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 : 112 |
| Guru Rank Value : 8 |
| Guru Occurances : 3 |
|
|
|
|
|
| |
|
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.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
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. |
|
|
|
3m +/-:
|
|
|
|
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.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
833 |
102,290 |
| Total Buy Value |
$0 |
$0 |
$50,440 |
$5,919,589 |
| Total People Bought |
0 |
0 |
1 |
11 |
| Total Buy Transactions |
0 |
0 |
1 |
12 |
| Total Shares Sold |
865,394 |
1,104,097 |
1,297,098 |
3,358,333 |
| Total Sell Value |
$63,873,189 |
$79,312,880 |
$91,801,777 |
$246,017,267 |
| Total People Sold |
12 |
13 |
14 |
16 |
| Total Sell Transactions |
29 |
38 |
47 |
80 |
| End Date |
2024-03-03 |
2023-12-01 |
2023-06-02 |
2022-06-02 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Morgan Peter J. Iii |
EVP and General Counsel |
• • – |
2019-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
7,211 |
18,333 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-11-01 |
4 |
GD |
$0.00 |
$0 |
I/I |
48,245 |
77,343,566 |
|
- |
|
| Morgan Peter J. Iii |
EVP and General CounselOfficer |
• – – |
2019-10-23 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
1,154 |
|
- |
|
| Morgan Peter J. Iii |
EVP and General CounselOfficer |
• – – |
2019-10-23 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
11,122 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-10-23 |
4 |
GD |
$0.00 |
$0 |
I/I |
24,200 |
76,496,811 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-10-17 |
4 |
GD |
$0.00 |
$0 |
I/I |
25,350 |
76,521,011 |
|
- |
|
| Sarin Arun |
Director |
• • – |
2019-10-16 |
4 |
OE |
$17.38 |
$221,535 |
I/I |
12,656 |
27,766 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2019-10-15 |
4 |
AS |
$38.97 |
$145,748 |
I/I |
(3,740) |
0 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2019-10-15 |
4 |
OE |
$15.43 |
$57,708 |
I/I |
3,740 |
3,740 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-09-11 |
4 |
AS |
$42.03 |
$4,430,950 |
I/I |
(105,422) |
76,546,361 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-09-11 |
4 |
OE |
$17.38 |
$1,832,234 |
I/I |
105,422 |
76,651,783 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-09-05 |
4 |
AS |
$40.08 |
$4,225,409 |
I/I |
(105,422) |
76,546,361 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-09-05 |
4 |
OE |
$17.38 |
$1,832,234 |
I/I |
105,422 |
76,651,783 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-09-04 |
4 |
AS |
$38.47 |
$877,405 |
I/I |
(22,810) |
76,546,361 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-09-04 |
4 |
OE |
$17.38 |
$396,438 |
I/I |
22,810 |
76,569,171 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-09-03 |
4 |
AS |
$38.02 |
$3,140,528 |
I/I |
(82,612) |
76,546,361 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-09-03 |
4 |
OE |
$17.38 |
$1,435,797 |
I/I |
82,612 |
76,628,973 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-08-28 |
4 |
GD |
$0.00 |
$0 |
I/I |
6,750 |
76,546,361 |
|
- |
|
| Mclin Stephen T |
Director |
• • – |
2019-08-21 |
4 |
S |
$37.56 |
$191,287 |
I/I |
(5,093) |
154,288 |
|
- |
|
| Mclin Stephen T |
Director |
• • – |
2019-08-21 |
4 |
OE |
$18.54 |
$94,424 |
I/I |
5,093 |
159,381 |
|
- |
|
| Crawford Peter B. |
EVP and CFO |
• • – |
2019-08-05 |
4 |
D |
$39.18 |
$28,049 |
I/I |
(716) |
20,505 |
|
- |
|
| Goldfarb Mark A |
Director |
• • – |
2019-08-05 |
4 |
B |
$38.68 |
$100,367 |
I/I |
2,595 |
21,855 |
2.1 |
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-07-24 |
4 |
GD |
$0.00 |
$0 |
I/I |
45,725 |
76,553,111 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-07-23 |
4 |
GD |
$0.00 |
$0 |
I/I |
85,000 |
76,598,836 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2019-07-15 |
4 |
AS |
$40.20 |
$150,348 |
I/I |
(3,740) |
0 |
|
- |
|
1375 Records found
|
|
Page 25 of 55 |
|
|
0.91 (1.24%) 
