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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 |
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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 |
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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 : 112 |
Guru Rank Value : 8 |
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 |
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 |
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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 +/- |
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Form |
Craig Jonathan M. |
Senior EVP |
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2019-07-15 |
4 |
OE |
$15.43 |
$57,708 |
I/I |
3,740 |
3,740 |
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- |
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Mclin Stephen T |
Director |
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2019-06-04 |
4 |
D |
$43.15 |
$91,295 |
I/I |
(2,116) |
154,288 |
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- |
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Mclin Stephen T |
Director |
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2019-06-04 |
4 |
OE |
$17.23 |
$91,302 |
I/I |
5,299 |
156,404 |
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- |
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Martinetto Joseph R |
Senior EVP and COO |
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2019-06-03 |
4 |
D |
$41.80 |
$39,206 |
D/D |
(938) |
193,122 |
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- |
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Crawford Peter B. |
EVP and CFO |
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2019-06-03 |
4 |
D |
$41.80 |
$16,552 |
I/I |
(396) |
18,980 |
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- |
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Murtagh Nigel J |
EVP - Corporate Risk |
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2019-05-31 |
4 |
GD |
$0.00 |
$0 |
D/D |
236 |
39,639 |
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- |
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Sneed Paula A |
Director |
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2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,841 |
5,772 |
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- |
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Haraf William S |
Director |
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2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
3,567 |
27,576 |
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- |
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Sarin Arun |
Director |
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2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,841 |
5,772 |
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- |
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Adams John K Jr |
Director |
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2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
3,567 |
29,976 |
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- |
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Ellis Stephen A |
Director |
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2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,841 |
5,772 |
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- |
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Mclin Stephen T |
Director |
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2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
3,567 |
11,159 |
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- |
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Dea Joan |
Director |
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2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
3,567 |
16,690 |
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- |
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Dodds Christopher V |
Director |
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2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
3,567 |
11,159 |
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- |
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Ruffel Charles A. |
Director |
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2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
3,567 |
4,355 |
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- |
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Walther Roger O |
Director |
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2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,841 |
15,772 |
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- |
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Goldfarb Mark A |
Director |
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2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,841 |
5,772 |
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- |
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Herringer Frank C |
Director |
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2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,841 |
5,772 |
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- |
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Mclin Stephen T |
Director |
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2019-05-16 |
4 |
S |
$43.85 |
$191,024 |
I/I |
(4,356) |
147,243 |
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- |
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Mclin Stephen T |
Director |
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2019-05-16 |
4 |
OE |
$18.00 |
$78,408 |
I/I |
4,356 |
151,599 |
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- |
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Schwab Charles R |
Chairman |
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2019-05-10 |
4 |
GD |
$0.00 |
$0 |
I/I |
26,555 |
76,683,836 |
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- |
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Schwab Charles R |
Chairman |
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2019-05-08 |
4 |
GD |
$0.00 |
$0 |
I/I |
109,080 |
18,179,670 |
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- |
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Ruffel Charles A. |
Director |
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2019-05-03 |
4 |
B |
$46.10 |
$115,250 |
I/I |
2,500 |
2,500 |
2.1 |
- |
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Schwab Charles R |
Chairman |
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2019-05-03 |
4 |
S |
$46.27 |
$2,604,270 |
I/I |
(56,280) |
76,705,966 |
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- |
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Schwab Charles R |
Chairman |
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2019-04-29 |
4 |
S |
$45.97 |
$11,492,100 |
I/I |
(250,000) |
76,762,246 |
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- |
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1375 Records found
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Page 26 of 55 |
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