| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
136.66(B) |
| Last
Volume: |
5,412,908 |
Avg
Vol: |
10,091,741 |
| 52
Week Range: |
$47.37 - $75.33 |
|
| 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 +/-:
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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:
|
|
|
| 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 |
694,821 |
746,168 |
993,439 |
3,124,309 |
| Total Sell Value |
$48,744,451 |
$51,947,848 |
$67,030,116 |
$227,382,988 |
| Total People Sold |
11 |
12 |
13 |
15 |
| Total Sell Transactions |
27 |
33 |
40 |
73 |
| End Date |
2024-02-04 |
2023-11-03 |
2023-05-05 |
2022-05-05 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Schwab Charles R |
Chairman |
• • – |
2021-11-18 |
4 |
GD |
$0.00 |
$0 |
I/I |
115,380 |
80,790,374 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-11-18 |
4 |
S |
$81.89 |
$4,021,413 |
I/I |
(49,100) |
80,905,754 |
|
-2% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-11-16 |
4 |
S |
$81.72 |
$4,012,415 |
I/I |
(49,100) |
80,954,854 |
|
-9% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-11-15 |
4 |
S |
$81.89 |
$4,024,582 |
I/I |
(49,100) |
81,003,954 |
|
-11% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-11-08 |
4 |
S |
$81.75 |
$161,293 |
I/I |
(1,973) |
31,447,606 |
|
-13% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-11-08 |
4 |
S |
$81.47 |
$3,628,675 |
I/I |
(44,500) |
81,890,824 |
|
-13% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-11-05 |
4 |
S |
$81.80 |
$4,840,661 |
I/I |
(59,177) |
31,449,579 |
|
-10% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-11-03 |
4 |
S |
$82.69 |
$5,056,286 |
I/I |
(61,150) |
31,508,756 |
|
-8% |
|
| Wurster Richard A |
President |
• • – |
2021-11-01 |
4 |
D |
$82.10 |
$181,102 |
D/D |
(2,206) |
86,954 |
|
- |
|
| Morgan Peter J. Iii |
EVP and General Counsel |
• • – |
2021-11-01 |
4 |
D |
$82.10 |
$126,508 |
D/D |
(1,541) |
6,817 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-11-01 |
4 |
S |
$81.67 |
$5,010,203 |
I/I |
(61,350) |
31,569,906 |
|
-2% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-10-29 |
4 |
S |
$82.02 |
$12,302,595 |
I/I |
(150,000) |
81,935,324 |
|
-2% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-10-29 |
4 |
OE |
$13.64 |
$2,046,000 |
I/I |
150,000 |
82,085,324 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-10-28 |
4 |
S |
$81.80 |
$12,752,379 |
I/I |
(155,890) |
81,935,324 |
|
2% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-10-28 |
4 |
OE |
$12.45 |
$1,940,831 |
I/I |
155,890 |
82,091,214 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-10-27 |
4 |
S |
$83.00 |
$63,744 |
I/I |
(768) |
81,935,324 |
|
2% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-10-27 |
4 |
OE |
$12.45 |
$9,562 |
I/I |
768 |
81,936,092 |
|
- |
|
| Martinetto Joseph R |
Senior EVP and COO |
• • – |
2021-10-26 |
4 |
AS |
$83.99 |
$2,121,173 |
I/I |
(25,255) |
196,620 |
|
-4% |
|
| Martinetto Joseph R |
Senior EVP and COO |
• • – |
2021-10-26 |
4 |
OE |
$42.99 |
$1,085,712 |
I/I |
25,255 |
221,875 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-10-26 |
4 |
GD |
$0.00 |
$0 |
I/I |
894,250 |
81,935,324 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-10-26 |
4 |
S |
$83.72 |
$8,062,394 |
I/I |
(96,302) |
82,829,574 |
|
4% |
|
| Clark Bernard J. |
EVP - Advisor Services |
• • – |
2021-10-26 |
4 |
AS |
$84.00 |
$2,383,188 |
I/I |
(28,370) |
72,269 |
|
-4% |
|
| Clark Bernard J. |
EVP - Advisor Services |
• • – |
2021-10-26 |
4 |
OE |
$42.99 |
$1,219,626 |
I/I |
28,370 |
100,639 |
|
- |
|
| Wurster Richard A |
President |
• • – |
2021-10-25 |
4 |
A |
$0.00 |
$0 |
D/D |
59,931 |
89,160 |
|
- |
|
| Clark Bernard J. |
EVP - Advisor Services |
• • – |
2021-10-25 |
4 |
A |
$0.00 |
$0 |
D/D |
59,931 |
59,931 |
|
- |
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1419 Records found
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Page 1 of 57 |
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0.71 (0.94%) 
