|
|
Exchange: |
Nasdaq National Market |
Security
Type: |
Common |
Shares
Out: |
1,797,212,000 |
Market
Cap: |
133.44(B) |
Last
Volume: |
4,669,013 |
Avg
Vol: |
10,022,796 |
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 |
786,652 |
1,104,097 |
1,297,098 |
3,358,333 |
Total Sell Value |
$58,534,835 |
$79,312,880 |
$91,801,777 |
$246,017,267 |
Total People Sold |
12 |
13 |
14 |
16 |
Total Sell Transactions |
27 |
38 |
47 |
80 |
End Date |
2024-03-07 |
2023-12-05 |
2023-06-06 |
2022-06-06 |
|
Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
3m +/- |
|
|
Form |
Ellis Stephen A |
Director |
|
2024-04-19 |
4 |
S |
$73.21 |
$1,079,774 |
I/I |
(14,750) |
108,574 |
|
-1% |
|
Ellis Stephen A |
Director |
|
2024-04-19 |
4 |
OE |
$25.01 |
$381,709 |
D/D |
14,750 |
7,395 |
|
- |
|
Schwab-Pomerantz Carolyn |
Director |
|
2024-04-19 |
4 |
AS |
$73.16 |
$658,468 |
I/I |
(9,000) |
577,857 |
|
-0% |
|
Schwab-Pomerantz Carolyn |
Director |
|
2024-04-18 |
4 |
AS |
$73.47 |
$549,667 |
I/I |
(7,482) |
1,719,399 |
|
0% |
|
Schwab-Pomerantz Carolyn |
Director |
|
2024-04-18 |
4 |
OE |
$28.44 |
$212,788 |
D/D |
7,482 |
6,353 |
|
- |
|
Martinetto Joseph R |
COO |
|
2024-04-18 |
4 |
GD |
$0.00 |
$0 |
I/I |
13,353 |
246,433 |
|
- |
|
Crawford Peter B. |
CFO |
|
2024-04-18 |
4 |
S |
$73.46 |
$402,708 |
I/I |
(5,482) |
60,567 |
|
-2% |
|
Crawford Peter B. |
CFO |
|
2024-04-18 |
4 |
OE |
$28.44 |
$155,908 |
D/D |
5,482 |
0 |
|
- |
|
Crawford Peter B. |
CFO |
|
2024-04-16 |
4 |
S |
$71.02 |
$434,215 |
I/I |
(6,114) |
60,567 |
|
-2% |
|
Martinetto Joseph R |
COO |
|
2024-04-16 |
4 |
S |
$70.83 |
$3,045,595 |
I/I |
(43,000) |
41,414 |
|
-2% |
|
Sarin Arun |
Director |
|
2024-04-16 |
4 |
S |
$71.11 |
$356,322 |
I/I |
(5,011) |
18,617 |
|
-2% |
|
Sarin Arun |
Director |
|
2024-04-16 |
4 |
OE |
$25.01 |
$125,325 |
D/D |
5,011 |
7,395 |
|
- |
|
Murtagh Nigel J |
Chief Risk Officer |
|
2024-04-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
133 |
71,313 |
|
- |
|
Murtagh Nigel J |
Chief Risk Officer |
|
2024-04-16 |
4 |
S |
$72.40 |
$723,975 |
D/D |
(10,000) |
71,446 |
|
-2% |
|
Morgan Peter J. Iii |
General Counsel |
|
2024-04-16 |
4 |
S |
$72.23 |
$1,771,151 |
D/D |
(24,520) |
0 |
|
-2% |
|
Goldfarb Mark A |
Director |
|
2024-04-16 |
4 |
S |
$70.82 |
$503,081 |
I/I |
(7,100) |
19,917 |
|
-2% |
|
Ellis Stephen A |
Director |
|
2024-03-26 |
4 |
A |
$0.00 |
$0 |
I/I |
2,165 |
108,574 |
|
- |
|
Ellis Stephen A |
Director |
|
2024-03-26 |
4 |
OE |
$27.45 |
$59,429 |
D/D |
2,165 |
7,395 |
|
- |
|
Adams John K Jr |
Director |
|
2024-03-22 |
4/A |
S |
$72.64 |
$1,140,539 |
D/D |
(15,701) |
45,125 |
|
- |
|
Adams John K Jr |
Director |
|
2024-03-22 |
4/A |
OE |
$28.96 |
$472,330 |
D/D |
15,701 |
60,826 |
|
- |
|
Adams John K Jr |
Director |
|
2024-03-22 |
4 |
AS |
$72.64 |
$1,140,539 |
D/D |
(15,701) |
44,451 |
|
2% |
|
Adams John K Jr |
Director |
|
2024-03-22 |
4 |
OE |
$28.96 |
$472,330 |
D/D |
15,701 |
60,152 |
|
- |
|
Craig Jonathan M. |
Please see remarks |
|
2024-03-21 |
4 |
AS |
$70.01 |
$348,430 |
I/I |
(4,977) |
0 |
|
2% |
|
Craig Jonathan M. |
Please see remarks |
|
2024-03-21 |
4 |
OE |
$26.39 |
$131,343 |
D/D |
4,977 |
0 |
|
- |
|
Murtagh Nigel J |
Chief Risk Officer |
|
2024-03-21 |
4 |
AS |
$70.03 |
$906,686 |
D/D |
(12,948) |
81,446 |
|
2% |
|
226 Records found
|
|
Page 1 of 10 |
|
|