| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
141.58(B) |
| Last
Volume: |
6,465,079 |
Avg
Vol: |
10,057,535 |
| 52
Week Range: |
$49.33 - $78.68 |
|
| 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. |
|
|
|
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.
|
|
|
|
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 |
910,463 |
1,041,036 |
1,288,307 |
3,419,177 |
| Total Sell Value |
$66,188,740 |
$74,539,220 |
$89,621,488 |
$249,974,360 |
| Total People Sold |
11 |
12 |
13 |
15 |
| Total Sell Transactions |
31 |
39 |
46 |
79 |
| End Date |
2024-02-18 |
2023-11-17 |
2023-05-19 |
2022-05-19 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Crawford Peter B. |
EVP and CFO |
• • – |
2020-11-03 |
4 |
S |
$42.74 |
$354,384 |
I/I |
(8,292) |
27,077 |
|
-54% |
|
| Crawford Peter B. |
EVP and CFO |
• • – |
2020-11-03 |
4 |
OE |
$11.75 |
$97,431 |
I/I |
8,292 |
35,369 |
|
- |
|
| Morgan Peter J. Iii |
EVP and General Counsel |
• • – |
2020-11-02 |
4 |
D |
$41.79 |
$70,082 |
D/D |
(1,677) |
11,879 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2020-10-30 |
4 |
AS |
$40.29 |
$2,671,022 |
I/I |
(66,288) |
75,062,456 |
|
65% |
|
| Schwab Charles R |
Chairman |
• • – |
2020-10-30 |
4 |
OE |
$15.43 |
$1,022,824 |
I/I |
66,288 |
75,128,744 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2020-10-29 |
4 |
AS |
$37.74 |
$2,501,424 |
I/I |
(66,288) |
75,062,456 |
|
65% |
|
| Schwab Charles R |
Chairman |
• • • |
2020-10-29 |
4 |
OE |
$15.43 |
$1,022,824 |
I/I |
66,288 |
75,128,744 |
|
- |
|
| Levitt Brian M |
Director |
• • – |
2020-10-22 |
4 |
A |
$0.00 |
$0 |
D/D |
469 |
469 |
|
- |
|
| Martin-Flickinger Gerri |
Director |
• • – |
2020-10-22 |
4 |
A |
$0.00 |
$0 |
D/D |
1,172 |
1,172 |
|
- |
|
| Brown Marianne Catherine |
Director |
• • – |
2020-10-22 |
4 |
A |
$0.00 |
$0 |
D/D |
1,172 |
1,401 |
|
- |
|
| Masrani Bharat |
Director |
• • – |
2020-10-22 |
4 |
A |
$0.00 |
$0 |
D/D |
469 |
469 |
|
- |
|
| Ricketts Todd M |
Director |
• • – |
2020-10-22 |
4 |
A |
$0.00 |
$0 |
D/D |
469 |
204,270 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2020-10-22 |
4 |
GD |
$0.00 |
$0 |
I/I |
126,505 |
75,062,456 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2020-10-21 |
4 |
GD |
$0.00 |
$0 |
I/I |
51,177 |
75,125,011 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2020-10-20 |
4 |
AS |
$40.00 |
$253,053 |
I/I |
(6,326) |
0 |
|
63% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2020-10-20 |
4 |
OE |
$12.88 |
$81,479 |
I/I |
6,326 |
6,326 |
|
- |
|
| Ricketts Todd M |
Director |
– • – |
2020-10-06 |
3/A |
IO |
$0.00 |
$0 |
D/D |
0 |
135 |
|
- |
|
| Ricketts Todd M |
Director |
• • – |
2020-10-06 |
4/A |
A |
$0.00 |
$0 |
D/D |
203,796 |
203,931 |
|
- |
|
| Ricketts Todd M |
Director |
• • – |
2020-10-06 |
4 |
A |
$0.00 |
$0 |
I/I |
303,187 |
295,320 |
|
- |
|
| Ricketts Todd M |
Director |
• • – |
2020-10-06 |
4 |
A |
$0.00 |
$0 |
D/D |
203,801 |
203,801 |
|
- |
|
| Levitt Brian M |
Director |
• • – |
2020-10-06 |
4 |
A |
$0.00 |
$0 |
D/D |
21,846 |
21,846 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2020-10-01 |
4 |
GD |
$0.00 |
$0 |
I/I |
9,610 |
75,176,188 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2020-08-05 |
4 |
S |
$34.11 |
$6,822,500 |
I/I |
(200,000) |
32,409,941 |
|
-51% |
|
| Brown Marianne Catherine |
Director |
– • – |
2020-08-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
229 |
|
49% |
|
| Schwab Charles R |
Chairman |
• • • |
2020-07-31 |
4 |
AS |
$33.23 |
$2,161,974 |
I/I |
(65,056) |
75,185,798 |
|
49% |
|
1419 Records found
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Page 11 of 57 |
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0.74 (0.95%) 
