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Exchange: |
Nasdaq National Market |
Security
Type: |
Common |
Shares
Out: |
1,797,212,000 |
Market
Cap: |
135.20(B) |
Last
Volume: |
9,244,030 |
Avg
Vol: |
10,120,950 |
52
Week Range: |
$47.37 - $73.07 |
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Level
I Sector: |
Financials |
Level
II Sector: |
Financial Services |
Level
III Sector: |
Investment Brokerage - National |
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Member Indexes:
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S&P COMPOSITE 1500 |
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NASDAQ COMPOSITE |
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NASDAQ FINANCIAL 100 |
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NASDAQ OTHER FINANCE |
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S&P 500 |
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NASDAQ NNM COMPOSITE |
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Rankings:
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Insider 3 Months : - |
Insider 6 Months : - |
Insider 3/6 Months : - |
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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:
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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:
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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:
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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:
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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 |
242,290 |
Total Buy Value |
$0 |
$0 |
$50,440 |
$15,453,715 |
Total People Bought |
0 |
0 |
1 |
11 |
Total Buy Transactions |
0 |
0 |
1 |
17 |
Total Shares Sold |
473,091 |
519,965 |
764,122 |
2,894,992 |
Total Sell Value |
$32,091,362 |
$34,997,446 |
$49,904,750 |
$210,257,622 |
Total People Sold |
11 |
11 |
12 |
14 |
Total Sell Transactions |
23 |
29 |
35 |
68 |
End Date |
2024-01-25 |
2023-10-24 |
2023-04-25 |
2022-04-25 |
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Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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|
Form |
Schwab Charles R |
Chairman |
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2021-07-21 |
4 |
AS |
$70.00 |
$182,004 |
I/I |
(2,600) |
31,992,656 |
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14% |
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Schwab Charles R |
Chairman |
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2021-07-20 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,220 |
84,792,802 |
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- |
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Schwab Charles R |
Chairman |
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2021-07-13 |
4 |
AS |
$72.01 |
$1,000,810 |
I/I |
(13,899) |
31,995,256 |
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13% |
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Schwab Charles R |
Chairman |
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2021-07-12 |
4 |
AS |
$70.05 |
$1,823,162 |
I/I |
(25,701) |
32,009,155 |
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14% |
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Schwab Charles R |
Chairman |
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2021-07-06 |
4 |
AS |
$71.82 |
$1,177,845 |
I/I |
(16,400) |
32,034,856 |
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14% |
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Schwab Charles R |
Chairman |
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2021-06-28 |
4 |
AS |
$72.99 |
$2,043,605 |
I/I |
(28,000) |
32,051,256 |
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14% |
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Schwab Charles R |
Chairman |
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2021-06-21 |
4 |
AS |
$71.30 |
$1,996,288 |
I/I |
(28,000) |
32,079,256 |
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12% |
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Schwab Charles R |
Chairman |
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2021-06-14 |
4 |
AS |
$73.05 |
$2,045,414 |
I/I |
(28,000) |
32,107,256 |
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13% |
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Schwab Charles R |
Chairman |
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2021-06-07 |
4 |
AS |
$75.43 |
$2,112,096 |
I/I |
(28,000) |
32,135,256 |
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2% |
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Crawford Peter B. |
EVP and CFO |
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2021-06-03 |
4 |
AS |
$75.52 |
$641,883 |
I/I |
(8,500) |
32,497 |
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1% |
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Crawford Peter B. |
EVP and CFO |
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2021-06-03 |
4 |
OE |
$13.64 |
$115,940 |
I/I |
8,500 |
40,997 |
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- |
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Craig Jonathan M. |
Senior EVP |
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2021-06-03 |
4 |
AS |
$75.90 |
$948,769 |
I/I |
(12,500) |
0 |
|
1% |
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Craig Jonathan M. |
Senior EVP |
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2021-06-03 |
4 |
OE |
$26.39 |
$329,875 |
I/I |
12,500 |
12,500 |
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- |
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Schwab Charles R |
Chairman |
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2021-06-01 |
4 |
AS |
$74.71 |
$2,092,014 |
I/I |
(28,000) |
32,163,256 |
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2% |
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Crawford Peter B. |
EVP and CFO |
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2021-06-01 |
4 |
D |
$74.82 |
$29,630 |
I/I |
(396) |
32,497 |
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- |
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Murtagh Nigel J |
EVP - Corporate Risk |
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2021-05-28 |
4 |
S |
$74.01 |
$1,850,178 |
D/D |
(25,000) |
57,484 |
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-3% |
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Murtagh Nigel J |
EVP - Corporate Risk |
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2021-05-28 |
4 |
OE |
$30.17 |
$754,250 |
D/D |
25,000 |
82,484 |
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- |
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Haraf William S |
Director |
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2021-05-28 |
4 |
S |
$73.96 |
$579,452 |
D/D |
(7,835) |
32,501 |
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-3% |
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Haraf William S |
Director |
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2021-05-28 |
4 |
OE |
$31.21 |
$244,530 |
D/D |
7,835 |
40,336 |
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- |
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Sarin Arun |
Director |
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2021-05-28 |
4 |
S |
$73.75 |
$1,463,549 |
I/I |
(19,845) |
16,465 |
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-3% |
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Sarin Arun |
Director |
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2021-05-28 |
4 |
OE |
$19.21 |
$413,122 |
I/I |
19,845 |
36,310 |
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- |
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Craig Jonathan M. |
Senior EVP |
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2021-05-27 |
4 |
AS |
$73.99 |
$924,850 |
I/I |
(12,500) |
0 |
|
3% |
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Craig Jonathan M. |
Senior EVP |
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2021-05-27 |
4 |
OE |
$26.39 |
$329,875 |
I/I |
12,500 |
12,500 |
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- |
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Goldfarb Mark A |
Director |
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2021-05-25 |
4 |
S |
$73.06 |
$706,247 |
I/I |
(9,667) |
21,417 |
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-4% |
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Crawford Peter B. |
EVP and CFO |
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2021-05-24 |
4 |
S |
$73.00 |
$876,011 |
I/I |
(12,000) |
32,095 |
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-4% |
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274 Records found
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Page 1 of 11 |
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