| |
| |
| 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 +/-:
|
|
|
|
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 |
• • • |
2020-02-11 |
4 |
GD |
$0.00 |
$0 |
I/I |
19,455 |
74,323,816 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2020-02-03 |
4 |
S |
$45.73 |
$10,061,150 |
I/I |
(220,000) |
74,351,771 |
|
20% |
|
| Morgan Peter J. Iii |
EVP and General Counsel |
• • – |
2020-01-31 |
4 |
S |
$46.11 |
$771,774 |
D/D |
(16,738) |
13,556 |
|
21% |
|
| Morgan Peter J. Iii |
EVP and General Counsel |
• • – |
2020-01-31 |
4 |
OE |
$28.44 |
$516,916 |
D/D |
16,738 |
30,294 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2020-01-31 |
4 |
GD |
$0.00 |
$0 |
I/I |
107,850 |
74,571,771 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2020-01-30 |
4 |
S |
$47.16 |
$15,446,891 |
I/I |
(327,360) |
74,679,621 |
|
19% |
|
| Schwab Charles R |
Chairman |
• • • |
2020-01-30 |
4 |
OE |
$18.25 |
$2,050,570 |
I/I |
112,360 |
75,006,981 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2020-01-17 |
4 |
GD |
$0.00 |
$0 |
I/I |
102,300 |
74,894,621 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2020-01-16 |
4 |
AS |
$49.00 |
$154,497 |
I/I |
(3,153) |
0 |
|
-30% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2020-01-16 |
4 |
OE |
$16.40 |
$51,709 |
I/I |
3,153 |
3,153 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2020-01-15 |
4 |
AS |
$47.33 |
$149,648 |
I/I |
(3,162) |
0 |
|
-27% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2020-01-15 |
4 |
OE |
$12.88 |
$40,727 |
I/I |
3,162 |
3,162 |
|
- |
|
| Mclin Stephen T |
Director |
• • – |
2020-01-02 |
4 |
D |
$47.97 |
$94,923 |
I/I |
(1,979) |
157,109 |
|
- |
|
| Mclin Stephen T |
Director |
• • – |
2020-01-02 |
4 |
OE |
$19.78 |
$94,944 |
I/I |
4,800 |
159,088 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-12-19 |
4 |
GD |
$0.00 |
$0 |
I/I |
196,000 |
74,996,921 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-12-16 |
4 |
GD |
$0.00 |
$0 |
I/I |
189,250 |
75,192,921 |
|
- |
|
| Clark Bernard J. |
EVP - Advisor Services |
• • – |
2019-12-12 |
4 |
AS |
$51.00 |
$1,432,116 |
I/I |
(28,078) |
72,269 |
|
- |
|
| Clark Bernard J. |
EVP - Advisor Services |
• • – |
2019-12-12 |
4 |
OE |
$27.45 |
$770,741 |
I/I |
28,078 |
100,347 |
|
- |
|
| Morgan Peter J. Iii |
EVP and General Counsel |
• • – |
2019-11-29 |
4 |
S |
$49.70 |
$31,011 |
D/D |
(624) |
13,556 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-11-27 |
4 |
S |
$49.77 |
$14,929,680 |
I/I |
(300,000) |
75,598,871 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-11-26 |
4 |
GD |
$0.00 |
$0 |
I/I |
30,475 |
75,898,871 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-11-26 |
4 |
S |
$49.01 |
$14,702,880 |
I/I |
(300,000) |
75,929,346 |
|
- |
|
| Herringer Frank C |
Director |
• • – |
2019-11-26 |
4 |
D |
$49.23 |
$192,568 |
I/I |
(3,912) |
124,624 |
|
- |
|
| Herringer Frank C |
Director |
• • – |
2019-11-26 |
4 |
OE |
$17.38 |
$192,605 |
I/I |
11,082 |
128,536 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2019-11-12 |
4 |
GD |
$0.00 |
$0 |
I/I |
2,537,820 |
74,805,746 |
|
- |
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274 Records found
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Page 10 of 11 |
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