| |
| |
| 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 |
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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.
|
|
|
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. |
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|
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.
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|
|
|
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
|
|
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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 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Clark Bernard J. |
EVP - Advisor Services |
• • – |
2018-05-22 |
4 |
OE |
$25.86 |
$767,473 |
I/I |
29,678 |
82,528 |
|
- |
|
| Bettinger Walter W |
President and CEO |
• • – |
2018-05-21 |
4 |
S |
$59.72 |
$6,798,229 |
D/D |
(113,832) |
242,003 |
|
- |
|
| Bettinger Walter W |
President and CEO |
• • – |
2018-05-21 |
4 |
OE |
$25.86 |
$2,943,696 |
D/D |
113,832 |
355,835 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2018-05-21 |
4 |
AS |
$60.00 |
$600,001 |
I/I |
(10,000) |
0 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2018-05-21 |
4 |
OE |
$12.88 |
$128,800 |
I/I |
10,000 |
10,000 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2018-05-21 |
4 |
GD |
$0.00 |
$0 |
I/I |
357,380 |
84,806,036 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2018-05-21 |
4 |
S |
$59.45 |
$12,529,003 |
I/I |
(210,750) |
84,952,666 |
|
- |
|
| Adams John K Jr |
Director |
• • – |
2018-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
2,617 |
26,409 |
|
- |
|
| Goldfarb Mark A |
Director |
• • – |
2018-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,351 |
6,105 |
|
- |
|
| Dea Joan |
Director |
• • – |
2018-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
2,617 |
13,123 |
|
- |
|
| Mclin Stephen T |
Director |
• • – |
2018-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
2,617 |
11,388 |
|
- |
|
| Dodds Christopher V |
Director |
• • – |
2018-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
2,617 |
11,388 |
|
- |
|
| Haraf William S |
Director |
• • – |
2018-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
2,617 |
24,009 |
|
- |
|
| Ellis Stephen A |
Director |
• • – |
2018-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,351 |
6,105 |
|
- |
|
| Walther Roger O |
Director |
• • – |
2018-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,351 |
16,105 |
|
- |
|
| Sneed Paula A |
Director |
• • – |
2018-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,351 |
6,105 |
|
- |
|
| Ruffel Charles A. |
Director |
• • – |
2018-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
788 |
788 |
|
- |
|
| Sarin Arun |
Director |
• • – |
2018-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,351 |
6,105 |
|
- |
|
| Wilson Robert N |
Director |
• • – |
2018-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,351 |
167,489 |
|
- |
|
| Herringer Frank C |
Director |
• • – |
2018-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,351 |
6,105 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2018-05-16 |
4 |
S |
$59.13 |
$6,029,313 |
I/I |
(101,970) |
85,163,416 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2018-05-10 |
4 |
GD |
$0.00 |
$0 |
I/I |
137,000 |
85,265,386 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2018-05-09 |
4 |
S |
$57.99 |
$17,397,150 |
I/I |
(300,000) |
32,609,941 |
|
- |
|
| Butcher C Preston |
Director |
• • – |
2018-05-08 |
4 |
OE |
$20.88 |
$244,763 |
I/I |
11,181 |
910,559 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2018-05-08 |
4 |
GD |
$0.00 |
$0 |
I/I |
20,665 |
85,402,386 |
|
- |
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1375 Records found
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Page 30 of 55 |
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