| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
134.02(B) |
| Last
Volume: |
7,016,060 |
Avg
Vol: |
10,110,147 |
| 52
Week Range: |
$47.37 - $75.23 |
|
| 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 |
694,821 |
749,282 |
993,439 |
3,124,309 |
| Total Sell Value |
$48,744,451 |
$52,122,812 |
$67,030,116 |
$227,382,988 |
| Total People Sold |
11 |
12 |
13 |
15 |
| Total Sell Transactions |
27 |
34 |
40 |
73 |
| End Date |
2024-02-02 |
2023-11-01 |
2023-05-03 |
2022-05-03 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Levitt Brian M |
Director |
• • – |
2022-05-17 |
4 |
D |
$65.31 |
$7,902 |
D/D |
(121) |
1,840 |
|
- |
|
| Bettinger Walter W |
CEO |
• • – |
2022-04-29 |
4 |
B |
$67.07 |
$4,238,234 |
D/D |
63,188 |
432,625 |
2.81 |
12% |
|
| Bettinger Walter W |
CEO |
• • – |
2022-04-28 |
4 |
B |
$68.16 |
$662,677 |
D/D |
9,723 |
369,437 |
2.81 |
6% |
|
| Bettinger Walter W |
CEO |
• • – |
2022-04-27 |
4 |
B |
$68.55 |
$297,567 |
D/D |
4,341 |
359,714 |
2.81 |
5% |
|
| Schwab Charles R |
Chairman |
• • – |
2022-04-26 |
4 |
GA |
$0.00 |
$0 |
I/I |
312,428 |
31,207,606 |
|
- |
|
| Bettinger Walter W |
CEO |
• • – |
2022-04-26 |
4 |
B |
$68.55 |
$1,789,688 |
D/D |
26,108 |
355,373 |
2.81 |
3% |
|
| Bettinger Walter W |
CEO |
• • – |
2022-04-25 |
4 |
B |
$69.49 |
$2,545,960 |
D/D |
36,640 |
329,265 |
2.81 |
0% |
|
| Craig Jonathan M. |
MD, Senior EVP |
• • – |
2022-04-07 |
4 |
AS |
$80.02 |
$321,379 |
I/I |
(4,016) |
12,051 |
|
-5% |
|
| Crawford Peter B. |
MD, EVP, and CFO |
• • – |
2022-03-22 |
4 |
AS |
$91.00 |
$283,374 |
I/I |
(3,114) |
16,111 |
|
-25% |
|
| Crawford Peter B. |
MD, EVP, and CFO |
• • – |
2022-03-16 |
4 |
S |
$87.01 |
$270,957 |
I/I |
(3,114) |
19,225 |
|
31% |
|
| Murtagh Nigel J |
MD, EVP - Corporate Risk |
• • – |
2022-03-01 |
4 |
OE |
$80.06 |
$793,900 |
D/D |
9,916 |
67,568 |
|
- |
|
| Clark Bernard J. |
MD, EVP - Advisor Services |
• • – |
2022-03-01 |
4 |
OE |
$80.06 |
$1,087,649 |
I/I |
13,585 |
85,854 |
|
- |
|
| Martinetto Joseph R |
MD, Senior EVP and COO |
• • – |
2022-03-01 |
4 |
OE |
$80.06 |
$1,944,558 |
I/I |
24,288 |
210,876 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2022-03-01 |
4 |
OE |
$80.06 |
$2,513,082 |
I/I |
31,389 |
74,589,718 |
|
- |
|
| Bettinger Walter W |
CEO |
• • – |
2022-03-01 |
4 |
OE |
$80.06 |
$6,782,174 |
D/D |
84,711 |
292,625 |
|
- |
|
| Craig Jonathan M. |
MD, Senior EVP |
• • – |
2022-03-01 |
4 |
OE |
$80.06 |
$1,286,364 |
I/I |
16,067 |
16,067 |
|
- |
|
| Crawford Peter B. |
MD, EVP, and CFO |
• • – |
2022-03-01 |
4 |
OE |
$80.06 |
$747,944 |
I/I |
9,342 |
22,339 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2022-02-24 |
4 |
GD |
$0.00 |
$0 |
I/I |
24,244 |
74,629,569 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2022-02-24 |
4 |
GD |
$0.00 |
$0 |
I/I |
71,240 |
74,582,573 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2022-02-23 |
4 |
GD |
$0.00 |
$0 |
I/I |
351,650 |
74,653,813 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2022-02-22 |
4 |
S |
$85.91 |
$13,478,956 |
I/I |
(156,860) |
75,005,463 |
|
24% |
|
| Schwab Charles R |
Chairman |
• • – |
2022-02-18 |
4 |
GD |
$0.00 |
$0 |
I/I |
35,620 |
75,162,323 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2022-02-17 |
4 |
S |
$86.63 |
$5,036,936 |
I/I |
(58,140) |
75,197,943 |
|
26% |
|
| Schwab Charles R |
Chairman |
• • – |
2022-02-14 |
4 |
GD |
$0.00 |
$0 |
I/I |
13,960 |
75,256,083 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2022-02-11 |
4 |
GD |
$0.00 |
$0 |
I/I |
7,864 |
75,270,043 |
|
- |
|
2340 Records found
|
|
Page 10 of 94 |
|
|
0.62 (0.84%) 
