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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 |
Schwab Charles R |
Co-Chairman |
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2023-08-02 |
4 |
GD |
$0.00 |
$0 |
I/I |
76,335 |
59,596,443 |
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- |
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Schwab Charles R |
Co-Chairman |
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2023-07-26 |
4 |
S |
$66.60 |
$5,045,821 |
I/I |
(75,760) |
59,672,778 |
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5% |
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Schwab Charles R |
Co-Chairman |
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2023-07-24 |
4 |
S |
$66.66 |
$4,802,984 |
I/I |
(72,047) |
59,748,538 |
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10% |
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Schwab Charles R |
Co-Chairman |
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2023-07-24 |
4 |
OE |
$23.12 |
$1,665,727 |
D/D |
72,047 |
0 |
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- |
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Wurster Richard A |
President |
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2023-06-05 |
4 |
D |
$54.02 |
$63,584 |
D/D |
(1,177) |
100,214 |
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- |
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Schwab Charles R |
Co-Chairman |
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2023-05-23 |
4 |
GD |
$0.00 |
$0 |
I/I |
22,740 |
59,748,538 |
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- |
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Adams John K Jr |
Director |
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2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
44,451 |
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- |
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Brown Marianne Catherine |
Director |
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2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
12,480 |
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- |
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Herringer Frank C |
Director |
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2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
7,395 |
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- |
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Levitt Brian M |
Director |
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2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
6,070 |
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- |
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Dodds Christopher V |
Director |
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2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
7,395 |
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- |
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Sarin Arun |
Director |
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2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
7,395 |
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- |
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Sneed Paula A |
Director |
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2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
7,395 |
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- |
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Dea Joan |
Director |
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2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
24,915 |
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- |
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Ricketts Todd M |
Director |
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2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
233,388 |
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- |
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Martin-Flickinger Gerri |
Director |
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2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
2,496 |
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- |
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Ellis Stephen A |
Director |
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2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
7,395 |
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- |
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Goldfarb Mark A |
Director |
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2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
7,395 |
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- |
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Masrani Bharat |
Director |
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2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
6,070 |
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- |
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Schwab Charles R |
Co-Chairman |
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2023-05-22 |
4 |
S |
$51.76 |
$4,018,584 |
I/I |
(77,640) |
59,771,278 |
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-6% |
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Schwab Charles R |
Co-Chairman |
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2023-05-22 |
4 |
OE |
$22.67 |
$1,760,099 |
D/D |
77,640 |
0 |
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- |
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Ruffel Charles A. |
Director |
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2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
14,608 |
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- |
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Masrani Bharat |
Director |
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2023-05-19 |
4 |
D |
$51.67 |
$8,370 |
D/D |
(162) |
3,574 |
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- |
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Levitt Brian M |
Director |
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2023-05-19 |
4 |
D |
$51.67 |
$8,370 |
D/D |
(162) |
3,574 |
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- |
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Levitt Brian M |
Director |
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2023-05-17 |
4 |
D |
$51.12 |
$6,185 |
D/D |
(121) |
3,736 |
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- |
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226 Records found
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Page 4 of 10 |
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