| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
132.87(B) |
| Last
Volume: |
5,371,034 |
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 |
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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 +/-:
|
|
|
|
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 |
|
|
|
|
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 |
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 |
2024-03-10 |
2023-12-08 |
2023-06-09 |
2022-06-09 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Bettinger Walter W |
President and CEO |
• • – |
2018-12-26 |
4 |
AB |
$37.97 |
$1,198,906 |
D/D |
31,579 |
366,672 |
|
- |
|
| Bettinger Walter W |
President and CEO |
• • – |
2018-12-24 |
4 |
AB |
$39.09 |
$3,639,167 |
D/D |
93,090 |
335,093 |
|
- |
|
| Wilson Robert N |
Director |
• • – |
2018-12-13 |
4 |
D |
$41.75 |
$684,116 |
D/D |
(16,387) |
193,282 |
|
- |
|
| Wilson Robert N |
Director |
• • – |
2018-12-13 |
4 |
OE |
$12.66 |
$684,225 |
D/D |
42,180 |
209,669 |
|
- |
|
| Mclin Stephen T |
Director |
• • – |
2018-12-06 |
4 |
GD |
$0.00 |
$0 |
I/I |
8,000 |
147,243 |
|
- |
|
| Kallsen Terri R |
EVP - Investor Services |
• • – |
2018-12-03 |
4 |
AS |
$46.06 |
$226,441 |
I/I |
(4,913) |
0 |
|
- |
|
| Kallsen Terri R |
EVP - Investor Services |
• • – |
2018-12-03 |
4 |
OE |
$28.44 |
$115,267 |
I/I |
4,053 |
4,913 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2018-11-28 |
4 |
GD |
$0.00 |
$0 |
I/I |
906,225 |
78,985,564 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2018-11-27 |
4 |
GD |
$0.00 |
$0 |
I/I |
26,750 |
79,891,789 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2018-11-26 |
4 |
GD |
$0.00 |
$0 |
I/I |
44,185 |
79,912,964 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2018-11-15 |
4 |
S |
$46.97 |
$17,989,804 |
I/I |
(383,000) |
79,957,149 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2018-11-07 |
4 |
GD |
$0.00 |
$0 |
I/I |
142,472 |
80,340,149 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2018-11-06 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,562,995 |
80,482,621 |
|
- |
|
| Garfield David R |
EVP and General Counsel |
• • – |
2018-11-05 |
4 |
D |
$46.95 |
$76,388 |
D/D |
(1,627) |
16,469 |
|
- |
|
| Kallsen Terri R |
EVP - Investor Services |
• • – |
2018-11-05 |
4 |
D |
$46.95 |
$39,720 |
D/D |
(846) |
860 |
|
- |
|
| Chandoha Marie A |
President - CSIM |
• • – |
2018-11-05 |
4 |
S |
$47.16 |
$585,016 |
I/I |
(12,400) |
0 |
|
- |
|
| Chandoha Marie A |
President - CSIM |
• • – |
2018-11-05 |
4 |
OE |
$28.44 |
$221,661 |
I/I |
7,794 |
12,400 |
|
- |
|
| Chandoha Marie A |
President - CSIM |
• • – |
2018-10-16 |
4 |
S |
$48.01 |
$404,394 |
I/I |
(8,424) |
4,606 |
|
- |
|
| Chandoha Marie A |
President - CSIM |
• • – |
2018-10-16 |
4 |
OE |
$27.45 |
$231,239 |
I/I |
8,424 |
13,030 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2018-10-15 |
4 |
AS |
$48.84 |
$128,390 |
I/I |
(2,629) |
0 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2018-10-15 |
4 |
OE |
$17.38 |
$45,692 |
I/I |
2,629 |
2,629 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2018-08-24 |
4 |
GD |
$0.00 |
$0 |
I/I |
5,075 |
83,730,616 |
|
- |
|
| Dodds Christopher V |
Director |
• • – |
2018-08-16 |
4 |
S |
$51.14 |
$803,823 |
I/I |
(15,718) |
459,568 |
|
- |
|
| Dodds Christopher V |
Director |
• • – |
2018-08-16 |
4 |
OE |
$28.96 |
$492,249 |
I/I |
15,718 |
475,286 |
|
- |
|
| Dodds Christopher V |
Director |
• • – |
2018-08-06 |
4 |
GD |
$0.00 |
$0 |
I/I |
20,000 |
459,568 |
|
- |
|
1419 Records found
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Page 18 of 57 |
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