| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
131.70(B) |
| Last
Volume: |
8,617,200 |
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.
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D/I:
|
|
|
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:
|
|
|
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:
|
|
|
| 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:
|
|
|
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 |
  Ellis Stephen A |
Director |
• • – |
2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,841 |
5,772 |
|
- |
|
| Mclin Stephen T |
Director |
• • – |
2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
3,567 |
11,159 |
|
- |
|
| Dea Joan |
Director |
• • – |
2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
3,567 |
16,690 |
|
- |
|
| Dodds Christopher V |
Director |
• • – |
2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
3,567 |
11,159 |
|
- |
|
| Ruffel Charles A. |
Director |
• • – |
2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
3,567 |
4,355 |
|
- |
|
| Walther Roger O |
Director |
• • – |
2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,841 |
15,772 |
|
- |
|
| Goldfarb Mark A |
Director |
• • – |
2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,841 |
5,772 |
|
- |
|
| Herringer Frank C |
Director |
• • – |
2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,841 |
5,772 |
|
- |
|
| Mclin Stephen T |
Director |
• • – |
2019-05-16 |
4 |
S |
$43.85 |
$191,024 |
I/I |
(4,356) |
147,243 |
|
- |
|
| Mclin Stephen T |
Director |
• • – |
2019-05-16 |
4 |
OE |
$18.00 |
$78,408 |
I/I |
4,356 |
151,599 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-05-10 |
4 |
GD |
$0.00 |
$0 |
I/I |
26,555 |
76,683,836 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-05-08 |
4 |
GD |
$0.00 |
$0 |
I/I |
109,080 |
18,179,670 |
|
- |
|
| Ruffel Charles A. |
Director |
– • – |
2019-05-03 |
4 |
B |
$46.10 |
$115,250 |
I/I |
2,500 |
2,500 |
2.1 |
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-05-03 |
4 |
S |
$46.27 |
$2,604,270 |
I/I |
(56,280) |
76,705,966 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-04-29 |
4 |
S |
$45.97 |
$11,492,100 |
I/I |
(250,000) |
76,762,246 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-04-23 |
4 |
S |
$45.57 |
$11,391,300 |
I/I |
(250,000) |
77,262,246 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-04-22 |
4 |
S |
$45.29 |
$11,321,550 |
I/I |
(250,000) |
77,512,246 |
|
- |
|
| Murtagh Nigel J |
EVP - Corporate Risk |
• • – |
2019-04-17 |
4 |
S |
$45.70 |
$1,060,300 |
D/D |
(23,200) |
39,875 |
|
- |
|
| Mclin Stephen T |
Director |
• • – |
2019-04-16 |
4 |
S |
$45.59 |
$182,374 |
I/I |
(4,000) |
147,243 |
|
- |
|
| Mclin Stephen T |
Director |
• • – |
2019-04-16 |
4 |
OE |
$18.00 |
$72,000 |
I/I |
4,000 |
151,243 |
|
- |
|
| Murtagh Nigel J |
EVP - Corporate Risk |
• • – |
2019-04-16 |
4 |
S |
$45.64 |
$2,601,611 |
D/D |
(57,000) |
63,075 |
|
- |
|
| Murtagh Nigel J |
EVP - Corporate Risk |
• • – |
2019-04-16 |
4 |
OE |
$11.75 |
$1,784,673 |
D/D |
73,234 |
120,075 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2019-04-15 |
4 |
AS |
$46.52 |
$173,985 |
I/I |
(3,740) |
0 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2019-04-15 |
4 |
OE |
$15.43 |
$57,708 |
I/I |
3,740 |
3,740 |
|
- |
|
| Walther Roger O |
Director |
• • – |
2019-03-19 |
4 |
OE |
$12.66 |
$551,789 |
I/I |
35,929 |
281,429 |
|
- |
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1419 Records found
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Page 16 of 57 |
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1.40 (1.95%) 
