|
|
Exchange: |
Nasdaq National Market |
Security
Type: |
Common |
Shares
Out: |
1,797,212,000 |
Market
Cap: |
141.40(B) |
Last
Volume: |
6,600,329 |
Avg
Vol: |
10,071,859 |
52
Week Range: |
$47.73 - $76.86 |
|
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 |
866,264 |
917,611 |
1,164,882 |
3,295,752 |
Total Sell Value |
$61,776,414 |
$64,979,811 |
$80,062,079 |
$240,414,951 |
Total People Sold |
11 |
12 |
13 |
15 |
Total Sell Transactions |
31 |
37 |
44 |
77 |
End Date |
2024-02-15 |
2023-11-14 |
2023-05-16 |
2022-05-16 |
|
Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
3m +/- |
|
|
Form |
Schwab-Pomerantz Carolyn |
Director |
|
2024-05-09 |
4 |
S |
$76.13 |
$2,003,429 |
I/I |
(26,315) |
1,674,571 |
|
-4% |
|
Schwab Charles R |
Co-Chairman |
|
2024-05-09 |
4 |
GD |
$0.00 |
$0 |
I/I |
34,000 |
60,806,896 |
|
- |
|
Schwab Charles R |
Co-Chairman |
|
2024-05-08 |
4 |
GD |
$0.00 |
$0 |
I/I |
65,790 |
60,840,896 |
|
- |
|
Schwab-Pomerantz Carolyn |
Director |
|
2024-05-06 |
4 |
S |
$76.38 |
$1,001,635 |
I/I |
(13,113) |
1,700,886 |
|
-2% |
|
Schwab Charles R |
Co-Chairman |
|
2024-05-06 |
4 |
S |
$76.40 |
$5,026,474 |
I/I |
(65,790) |
60,906,686 |
|
-2% |
|
Schwab Charles R |
Co-Chairman |
|
2024-05-03 |
4 |
S |
$75.51 |
$5,000,425 |
I/I |
(66,225) |
60,972,476 |
|
-3% |
|
Schwab Charles R |
Co-Chairman |
|
2024-04-29 |
4 |
S |
$74.78 |
$4,480,010 |
I/I |
(59,906) |
61,038,701 |
|
-6% |
|
Schwab Charles R |
Co-Chairman |
|
2024-04-26 |
4 |
S |
$74.96 |
$4,490,419 |
I/I |
(59,905) |
61,098,607 |
|
-5% |
|
Crawford Peter B. |
CFO |
|
2024-04-24 |
4 |
S |
$75.51 |
$413,855 |
I/I |
(5,481) |
60,567 |
|
-5% |
|
Crawford Peter B. |
CFO |
|
2024-04-24 |
4 |
OE |
$28.44 |
$155,880 |
D/D |
5,481 |
0 |
|
- |
|
Schwab Charles R |
Co-Chairman |
|
2024-04-22 |
4 |
S |
$74.62 |
$6,661,308 |
I/I |
(89,275) |
30,641,981 |
|
-6% |
|
Schwab Charles R |
Co-Chairman |
|
2024-04-22 |
4 |
GD |
$0.00 |
$0 |
I/I |
26,900 |
61,158,512 |
|
- |
|
Ellis Stephen A |
Director |
|
2024-04-19 |
4 |
S |
$73.21 |
$1,079,774 |
I/I |
(14,750) |
108,574 |
|
-7% |
|
Ellis Stephen A |
Director |
|
2024-04-19 |
4 |
OE |
$25.01 |
$381,709 |
D/D |
14,750 |
7,395 |
|
- |
|
Schwab-Pomerantz Carolyn |
Director |
|
2024-04-19 |
4 |
AS |
$73.16 |
$658,468 |
I/I |
(9,000) |
577,857 |
|
4% |
|
Schwab-Pomerantz Carolyn |
Director |
|
2024-04-18 |
4 |
AS |
$73.47 |
$549,667 |
I/I |
(7,482) |
1,719,399 |
|
4% |
|
Schwab-Pomerantz Carolyn |
Director |
|
2024-04-18 |
4 |
OE |
$28.44 |
$212,788 |
D/D |
7,482 |
6,353 |
|
- |
|
Martinetto Joseph R |
COO |
|
2024-04-18 |
4 |
GD |
$0.00 |
$0 |
I/I |
13,353 |
246,433 |
|
- |
|
Crawford Peter B. |
CFO |
|
2024-04-18 |
4 |
S |
$73.46 |
$402,708 |
I/I |
(5,482) |
60,567 |
|
-8% |
|
Crawford Peter B. |
CFO |
|
2024-04-18 |
4 |
OE |
$28.44 |
$155,908 |
D/D |
5,482 |
0 |
|
- |
|
Crawford Peter B. |
CFO |
|
2024-04-16 |
4 |
S |
$71.02 |
$434,215 |
I/I |
(6,114) |
60,567 |
|
-8% |
|
Martinetto Joseph R |
COO |
|
2024-04-16 |
4 |
S |
$70.83 |
$3,045,595 |
I/I |
(43,000) |
41,414 |
|
-8% |
|
Sarin Arun |
Director |
|
2024-04-16 |
4 |
S |
$71.11 |
$356,322 |
I/I |
(5,011) |
18,617 |
|
-8% |
|
Sarin Arun |
Director |
|
2024-04-16 |
4 |
OE |
$25.01 |
$125,325 |
D/D |
5,011 |
7,395 |
|
- |
|
Murtagh Nigel J |
Chief Risk Officer |
|
2024-04-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
133 |
71,313 |
|
- |
|
2346 Records found
|
|
Page 1 of 94 |
|
|