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Charles Schwab Corp (SCHW)  
$72.38 1.38 (1.94%) as of 4:30 Wed 3/27


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Exchange: Nasdaq National Market
Security Type: Common
Shares Out: 1,797,212,000
Market Cap: 130.08(B)
Last Volume: 7,357,337 Avg Vol: 10,172,163
52 Week Range: $47.37 - $71.85
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

 

            6 Months   1 Year   2 Year  
 
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.


 
 
Summary  (Direct Transactions Only) 3 Months 6 Months 12 Months 24 Months
Total Shares Bought 0 0 5,833 242,290
Total Buy Value $0 $0 $317,780 $15,453,715
Total People Bought 0 0 2 11
Total Buy Transactions 0 0 2 17
Total Shares Sold 344,370 377,772 615,011 2,749,897
Total Sell Value $22,671,009 $24,616,923 $39,178,490 $199,852,741
Total People Sold 6 8 8 10
Total Sell Transactions 14 19 24 58
End Date 2023-12-28 2023-09-26 2023-03-28 2022-03-28

   
Records found: 1371
  Page 1 of 55  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

 
3m +/-  
Form
   Adams John K Jr Director   –       •      –    2024-03-22 4 AS $72.64 $1,140,539 D/D (15,701) 44,451     -
   Adams John K Jr Director   –       •      –    2024-03-22 4 OE $28.96 $472,330 D/D 15,701 60,152     -
   Craig Jonathan M. Please see remarks   •       –      –    2024-03-21 4 AS $70.01 $348,430 I/I (4,977) 0     -
   Craig Jonathan M. Please see remarks   •       –      –    2024-03-21 4 OE $26.39 $131,343 D/D 4,977 0     -
   Murtagh Nigel J Chief Risk Officer   •       –      –    2024-03-21 4 AS $70.03 $906,686 D/D (12,948) 81,446     -
   Murtagh Nigel J Chief Risk Officer   •       –      –    2024-03-21 4 OE $26.39 $341,698 D/D 12,948 94,394     -
   Schwab-Pomerantz Carolyn Director   –       •      –    2024-03-21 4 AS $70.66 $637,848 I/I (9,000) 581,457     -
   Craig Jonathan M. Please see remarks   •       –      –    2024-03-06 4 AS $67.71 $3,305,083 I/I (48,751) 0 5%     
   Murtagh Nigel J Chief Risk Officer   •       –      –    2024-03-06 4 AS $67.72 $2,033,271 D/D (29,991) 81,446 5%     
   Clark Bernard J. MD Head of Advisor Services   •       –      –    2024-03-04 4 D $66.36 $2,072,901 D/D (31,239) 0     -
   Bettinger Walter W Co-Chairman and CEO   •       •      –    2024-03-01 4 D $66.36 $6,995,271 D/D (105,420) 802,377     -
   Bettinger Walter W Co-Chairman and CEO   •       •      –    2024-03-01 4 A $0.00 $0 D/D 251,296 907,797     -
   Morgan Peter J. Iii General Counsel   •       –      –    2024-03-01 4 D $66.36 $1,308,279 D/D (19,716) 24,520     -
   Morgan Peter J. Iii General Counsel   •       –      –    2024-03-01 4 A $0.00 $0 D/D 44,236 44,236     -
   Murtagh Nigel J Chief Risk Officer   •       –      –    2024-03-01 4 D $66.36 $1,663,484 D/D (25,069) 111,437     -
   Murtagh Nigel J Chief Risk Officer   •       –      –    2024-03-01 4 A $0.00 $0 D/D 55,060 136,506     -
   Martinetto Joseph R COO   •       –      –    2024-03-01 4 D $66.36 $4,703,460 D/D (70,882) 84,414     -
   Martinetto Joseph R COO   •       –      –    2024-03-01 4 A $0.00 $0 D/D 155,296 155,296     -
   Crawford Peter B. CFO   •       –      –    2024-03-01 4 D $66.36 $2,483,713 D/D (37,430) 0     -
   Crawford Peter B. CFO   •       –      –    2024-03-01 4 A $0.00 $0 D/D 80,000 80,000     -
   Clark Bernard J. MD Head of Advisor Services   •       –      –    2024-03-01 4 A $0.00 $0 D/D 80,000 80,000     -
   Wurster Richard A President   •       –      –    2024-03-01 4 D $66.36 $1,615,110 D/D (24,340) 134,228     -
   Wurster Richard A President   •       –      –    2024-03-01 4 A $0.00 $0 D/D 58,354 158,568     -
   Schwab Charles R Co-Chairman   •       •      –    2024-03-01 4 D $66.36 $2,211,785 D/D (33,332) 0     -
   Schwab Charles R Co-Chairman   •       •      –    2024-03-01 4 A $0.00 $0 D/D 84,706 84,706     -

  1371 Records found
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  Page 1 of 55
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
  OE - Options Exercised A - Acquired
  IO - Initital Ownership D - Disposed