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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 |
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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 |
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 |
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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 |
Murtagh Nigel J |
Chief Risk Officer |
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2024-03-21 |
4 |
OE |
$26.39 |
$341,698 |
D/D |
12,948 |
94,394 |
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- |
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Schwab-Pomerantz Carolyn |
Director |
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2024-03-21 |
4 |
AS |
$70.66 |
$637,848 |
I/I |
(9,000) |
581,457 |
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2% |
|
Craig Jonathan M. |
Please see remarks |
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2024-03-06 |
4 |
AS |
$67.71 |
$3,305,083 |
I/I |
(48,751) |
0 |
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8% |
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Murtagh Nigel J |
Chief Risk Officer |
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2024-03-06 |
4 |
AS |
$67.72 |
$2,033,271 |
D/D |
(29,991) |
81,446 |
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8% |
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Clark Bernard J. |
MD Head of Advisor Services |
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2024-03-04 |
4 |
D |
$66.36 |
$2,072,901 |
D/D |
(31,239) |
0 |
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- |
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Bettinger Walter W |
Co-Chairman and CEO |
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2024-03-01 |
4 |
D |
$66.36 |
$6,995,271 |
D/D |
(105,420) |
802,377 |
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- |
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Bettinger Walter W |
Co-Chairman and CEO |
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2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
251,296 |
907,797 |
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- |
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Morgan Peter J. Iii |
General Counsel |
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2024-03-01 |
4 |
D |
$66.36 |
$1,308,279 |
D/D |
(19,716) |
24,520 |
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- |
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Morgan Peter J. Iii |
General Counsel |
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2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
44,236 |
44,236 |
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- |
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Murtagh Nigel J |
Chief Risk Officer |
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2024-03-01 |
4 |
D |
$66.36 |
$1,663,484 |
D/D |
(25,069) |
111,437 |
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- |
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Murtagh Nigel J |
Chief Risk Officer |
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2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
55,060 |
136,506 |
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- |
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Martinetto Joseph R |
COO |
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2024-03-01 |
4 |
D |
$66.36 |
$4,703,460 |
D/D |
(70,882) |
84,414 |
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- |
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Martinetto Joseph R |
COO |
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2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
155,296 |
155,296 |
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- |
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Crawford Peter B. |
CFO |
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2024-03-01 |
4 |
D |
$66.36 |
$2,483,713 |
D/D |
(37,430) |
0 |
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- |
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Crawford Peter B. |
CFO |
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2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
80,000 |
80,000 |
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- |
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Clark Bernard J. |
MD Head of Advisor Services |
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2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
80,000 |
80,000 |
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- |
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Wurster Richard A |
President |
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2024-03-01 |
4 |
D |
$66.36 |
$1,615,110 |
D/D |
(24,340) |
134,228 |
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- |
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Wurster Richard A |
President |
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2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
58,354 |
158,568 |
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- |
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Schwab Charles R |
Co-Chairman |
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2024-03-01 |
4 |
D |
$66.36 |
$2,211,785 |
D/D |
(33,332) |
0 |
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- |
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Schwab Charles R |
Co-Chairman |
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2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
84,706 |
84,706 |
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- |
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Craig Jonathan M. |
Please see remarks |
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2024-03-01 |
4 |
D |
$66.36 |
$2,885,499 |
D/D |
(43,485) |
0 |
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- |
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Craig Jonathan M. |
Please see remarks |
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2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
92,236 |
92,236 |
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- |
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Schwab-Pomerantz Carolyn |
Director |
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2024-02-28 |
4 |
AS |
$65.28 |
$587,609 |
I/I |
(9,000) |
585,057 |
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12% |
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Crawford Peter B. |
CFO |
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2024-02-28 |
4 |
S |
$65.71 |
$361,408 |
I/I |
(5,500) |
24,111 |
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-13% |
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Schwab Charles R |
Co-Chairman |
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2024-02-23 |
4 |
S |
$64.72 |
$3,786,196 |
I/I |
(58,500) |
61,134,038 |
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-15% |
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226 Records found
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Page 2 of 10 |
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