| |
| |
| 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 |
|
|
|
|
|
| |
|
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 |
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 |
  Kallsen Terri R |
EVP - Investor Services |
• • – |
2019-03-06 |
4 |
AS |
$45.93 |
$750,804 |
I/I |
(16,346) |
0 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2019-03-06 |
4 |
AS |
$45.93 |
$578,936 |
I/I |
(12,604) |
0 |
|
- |
|
| Chandoha Marie A |
CEO - CSIM |
• • – |
2019-03-05 |
4 |
AS |
$45.48 |
$2,048,679 |
I/I |
(45,046) |
17,777 |
|
- |
|
| Chandoha Marie A |
CEO - CSIM |
• • – |
2019-03-05 |
4 |
OE |
$26.39 |
$1,274,056 |
I/I |
45,046 |
62,823 |
|
- |
|
| Kallsen Terri R |
EVP - Investor Services |
• • – |
2019-03-04 |
4 |
AS |
$46.84 |
$880,819 |
I/I |
(18,803) |
16,346 |
|
- |
|
| Kallsen Terri R |
EVP - Investor Services |
• • – |
2019-03-04 |
4 |
OE |
$30.17 |
$567,287 |
I/I |
18,803 |
35,149 |
|
- |
|
| Martinetto Joseph R |
Senior EVP and COO |
• • – |
2019-03-01 |
4 |
OE |
$46.77 |
$1,060,136 |
D/D |
22,667 |
194,060 |
|
- |
|
| Clark Bernard J. |
EVP - Advisor Services |
• • – |
2019-03-01 |
4 |
OE |
$46.77 |
$908,227 |
I/I |
19,419 |
72,269 |
|
- |
|
| Bettinger Walter W |
President and CEO |
• • – |
2019-03-01 |
4 |
OE |
$46.77 |
$4,149,013 |
D/D |
88,711 |
455,383 |
|
- |
|
| Murtagh Nigel J |
EVP - Corporate Risk |
• • – |
2019-03-01 |
4 |
OE |
$46.77 |
$648,139 |
D/D |
13,858 |
46,722 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-03-01 |
4 |
OE |
$46.77 |
$1,515,442 |
I/I |
32,402 |
77,762,246 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2019-03-01 |
4 |
OE |
$46.77 |
$589,489 |
I/I |
12,604 |
12,604 |
|
- |
|
| Crawford Peter B. |
EVP and CFO |
• • – |
2019-03-01 |
4 |
OE |
$46.77 |
$292,967 |
I/I |
6,264 |
19,376 |
|
- |
|
| Kallsen Terri R |
EVP - Investor Services |
• • – |
2019-03-01 |
4 |
AS |
$46.66 |
$1,049,082 |
I/I |
(22,482) |
16,346 |
|
- |
|
| Kallsen Terri R |
EVP - Investor Services |
• • – |
2019-03-01 |
4 |
OE |
$26.39 |
$1,357,802 |
I/I |
38,828 |
38,828 |
|
- |
|
| Garfield David R |
EVP and General Counsel |
• • – |
2019-03-01 |
4 |
OE |
$46.77 |
$588,133 |
D/D |
12,575 |
29,044 |
|
- |
|
| Chandoha Marie A |
CEO - CSIM |
• • – |
2019-03-01 |
4 |
OE |
$46.77 |
$831,430 |
I/I |
17,777 |
17,777 |
|
- |
|
| Herringer Frank C |
Director |
• • – |
2019-02-25 |
4 |
D |
$46.47 |
$150,407 |
I/I |
(3,237) |
115,453 |
|
- |
|
| Herringer Frank C |
Director |
• • – |
2019-02-25 |
4 |
OE |
$18.00 |
$150,408 |
I/I |
8,356 |
118,690 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-02-21 |
4 |
GD |
$0.00 |
$0 |
I/I |
95,550 |
77,729,844 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-02-15 |
4 |
GD |
$0.00 |
$0 |
I/I |
108,875 |
77,825,394 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-02-01 |
4 |
S |
$47.04 |
$11,760,200 |
I/I |
(250,000) |
78,249,369 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-01-29 |
4 |
GD |
$0.00 |
$0 |
I/I |
84,150 |
78,499,369 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2019-01-15 |
4 |
AS |
$43.58 |
$162,946 |
I/I |
(3,739) |
0 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2019-01-15 |
4 |
OE |
$15.43 |
$57,693 |
I/I |
3,739 |
3,739 |
|
- |
|
1419 Records found
|
|
Page 17 of 57 |
|
|
1.40 (1.95%) 
